Customer Service Representatives

At Zimmer Biomet, we believe in pushing the boundaries of innovation and driving our mission forward. As a global medical technology leader for nearly 100 years, a patient’s mobility is enhanced by a Zimmer Biomet product or technology every 8 seconds.

As a Zimmer Biomet team member, you will share in our commitment to providing mobility and renewed life to people around the world. To support our talented team, we focus on development opportunities, robust employee resource groups (ERGs), a flexible working environment, location specific competitive total rewards, wellness incentives and a culture of recognition and performance awards. We are committed to creating an environment where every team member feels inspired, invested, cared for, valued, and have a strong sense of belonging.

**What You Can Expect**

The National Account Manager is responsible for managing and nurturing relationships with Group Purchasing Organizations (GPOs), Ambulatory Surgery Centers (ASCs), Integrated Delivery Networks (IDNs), and hospital systems within their assigned region (East or West USA). Reporting to the Director of National Accounts, the National Account Manager will ensure the successful execution of strategic account plans, contract management, and sales growth in alignment with Paragon 28’s business goals and customer needs. This position plays a key role in fostering long-term partnerships and ensuring client satisfaction.

**How You'll Create Impact**

• Account Management: Build and maintain strong relationships with key decision-makers within GPOs, ASCs, IDNs, and hospital systems. Act as the primary point of contact for assigned accounts, ensuring consistent engagement and satisfaction.

• Contract Execution: Assist in the negotiation, implementation, and management of contracts within the assigned region. Ensure compliance with Paragon 28’s standards, pricing structures, and legal requirements.

• Sales Growth: Support regional sales initiatives by identifying new business opportunities, upselling, and expanding relationships within existing accounts.

• Customer Needs Assessment: Work closely with customers to understand their needs, challenges, and business objectives. Provide tailored solutions that align with Paragon 28’s product offerings.

• Performance Tracking: Track and report on account performance, including sales, renewals, and customer feedback. Ensure that regional goals and objectives are met.

• Collaboration with Regional Director: Collaborate with the Director of Natioal Accounts to execute regional strategies, ensure alignment with organizational goals, and provide insight into customer trends and opportunities.

• Problem Solving: Address and resolve any account-related issues, including billing, collections, or pricing challenges. Work with internal teams to provide timely and effective solutions.

• Market Insight: Stay updated on market trends, competitor activities, and industry developments. Share relevant insights with the regional director and other stakeholders to support business growth.

• Cross-Functional Collaboration: Work with internal teams (sales, marketing, finance, legal) to ensure smooth execution of contracts and to support account needs effectively.

**Your Background**

• Bachelor’s degree required.

• Minimum of 2-3 years of experience in national account management or a related role in the medical device, healthcare, or orthopedic industry.

• Proven ability to build and manage strategic customer relationships.

• Experience with contract negotiation and account management within the healthcare sector.

• Strong communication, problem-solving, and interpersonal skills.

• Proficiency in MS Excel, MS Word, PowerPoint, and CRM systems.

• Ability to work independently and as part of a team in a fast-paced, high-volume environment.

• Strong sales skills with a focus on relationship building and customer satisfaction.

• Valid driver’s license and active vehicle insurance policy.

**Work Environment**

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones and copy machines. When traveling, making calls on client organizations in office and hospital environments.

**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.

While performing the duties of this job, the employee is regularly required to communicate with individuals internal and external to the organization. The employee is required to have close visual acuity to perform activities such as viewing a computer terminal for long periods of time. This role requires employee to physically travel to client organizations. The employee may be required to lift up-to 35 lbs. by themselves.

**Position Type/Expected Hours of Work**

This is a full-time position with typical business hours. It may reasonably require additional hours during the week and weekend; specific requirements will be determined with Manager.

**Travel Expectations**

Up to 50% overnight travel.

**Compensation Data**

Salary Range: $180,000 - $200,000 USD annually. Eligible for discretionary bonus based on established metrics.

EOE

At Zimmer Biomet, we believe in pushing the boundaries of innovation and driving our mission forward. As a global medical technology leader for nearly 100 years, a patient’s mobility is enhanced by a Zimmer Biomet product or technology every 8 seconds.

As a Zimmer Biomet team member, you will share in our commitment to providing mobility and renewed life to people around the world. To support our talented team, we focus on development opportunities, robust employee resource groups (ERGs), a flexible working environment, location specific competitive total rewards, wellness incentives and a culture of recognition and performance awards. We are committed to creating an environment where every team member feels inspired, invested, cared for, valued, and have a strong sense of belonging.

**What You Can Expect**

The National Account Manager is responsible for managing and nurturing relationships with Group Purchasing Organizations (GPOs), Ambulatory Surgery Centers (ASCs), Integrated Delivery Networks (IDNs), and hospital systems within their assigned region (East or West USA). Reporting to the Director of National Accounts, the National Account Manager will ensure the successful execution of strategic account plans, contract management, and sales growth in alignment with Paragon 28’s business goals and customer needs. This position plays a key role in fostering long-term partnerships and ensuring client satisfaction.

**How You'll Create Impact**

• Account Management: Build and maintain strong relationships with key decision-makers within GPOs, ASCs, IDNs, and hospital systems. Act as the primary point of contact for assigned accounts, ensuring consistent engagement and satisfaction.

• Contract Execution: Assist in the negotiation, implementation, and management of contracts within the assigned region. Ensure compliance with Paragon 28’s standards, pricing structures, and legal requirements.

• Sales Growth: Support regional sales initiatives by identifying new business opportunities, upselling, and expanding relationships within existing accounts.

• Customer Needs Assessment: Work closely with customers to understand their needs, challenges, and business objectives. Provide tailored solutions that align with Paragon 28’s product offerings.

• Performance Tracking: Track and report on account performance, including sales, renewals, and customer feedback. Ensure that regional goals and objectives are met.

• Collaboration with Regional Director: Collaborate with the Director of Natioal Accounts to execute regional strategies, ensure alignment with organizational goals, and provide insight into customer trends and opportunities.

• Problem Solving: Address and resolve any account-related issues, including billing, collections, or pricing challenges. Work with internal teams to provide timely and effective solutions.

• Market Insight: Stay updated on market trends, competitor activities, and industry developments. Share relevant insights with the regional director and other stakeholders to support business growth.

• Cross-Functional Collaboration: Work with internal teams (sales, marketing, finance, legal) to ensure smooth execution of contracts and to support account needs effectively.

**Your Background**

• Bachelor’s degree required.

• Minimum of 2-3 years of experience in national account management or a related role in the medical device, healthcare, or orthopedic industry.

• Proven ability to build and manage strategic customer relationships.

• Experience with contract negotiation and account management within the healthcare sector.

• Strong communication, problem-solving, and interpersonal skills.

• Proficiency in MS Excel, MS Word, PowerPoint, and CRM systems.

• Ability to work independently and as part of a team in a fast-paced, high-volume environment.

• Strong sales skills with a focus on relationship building and customer satisfaction.

• Valid driver’s license and active vehicle insurance policy.

**Work Environment**

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones and copy machines. When traveling, making calls on client organizations in office and hospital environments.

**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.

While performing the duties of this job, the employee is regularly required to communicate with individuals internal and external to the organization. The employee is required to have close visual acuity to perform activities such as viewing a computer terminal for long periods of time. This role requires employee to physically travel to client organizations. The employee may be required to lift up-to 35 lbs. by themselves.

**Position Type/Expected Hours of Work**

This is a full-time position with typical business hours. It may reasonably require additional hours during the week and weekend; specific requirements will be determined with Manager.

**Travel Expectations**

Up to 50% overnight travel.

**Compensation Data**

Salary Range: $180,000 - $200,000 USD annually. Eligible for discretionary bonus based on established metrics.

EOE

At Zimmer Biomet, we believe in pushing the boundaries of innovation and driving our mission forward. As a global medical technology leader for nearly 100 years, a patient’s mobility is enhanced by a Zimmer Biomet product or technology every 8 seconds.

As a Zimmer Biomet team member, you will share in our commitment to providing mobility and renewed life to people around the world. To support our talented team, we focus on development opportunities, robust employee resource groups (ERGs), a flexible working environment, location specific competitive total rewards, wellness incentives and a culture of recognition and performance awards. We are committed to creating an environment where every team member feels inspired, invested, cared for, valued, and have a strong sense of belonging.

**What You Can Expect**

The National Account Manager is responsible for managing and nurturing relationships with Group Purchasing Organizations (GPOs), Ambulatory Surgery Centers (ASCs), Integrated Delivery Networks (IDNs), and hospital systems within their assigned region (East or West USA). Reporting to the Director of National Accounts, the National Account Manager will ensure the successful execution of strategic account plans, contract management, and sales growth in alignment with Paragon 28’s business goals and customer needs. This position plays a key role in fostering long-term partnerships and ensuring client satisfaction.

**How You'll Create Impact**

• Account Management: Build and maintain strong relationships with key decision-makers within GPOs, ASCs, IDNs, and hospital systems. Act as the primary point of contact for assigned accounts, ensuring consistent engagement and satisfaction.

• Contract Execution: Assist in the negotiation, implementation, and management of contracts within the assigned region. Ensure compliance with Paragon 28’s standards, pricing structures, and legal requirements.

• Sales Growth: Support regional sales initiatives by identifying new business opportunities, upselling, and expanding relationships within existing accounts.

• Customer Needs Assessment: Work closely with customers to understand their needs, challenges, and business objectives. Provide tailored solutions that align with Paragon 28’s product offerings.

• Performance Tracking: Track and report on account performance, including sales, renewals, and customer feedback. Ensure that regional goals and objectives are met.

• Collaboration with Regional Director: Collaborate with the Director of Natioal Accounts to execute regional strategies, ensure alignment with organizational goals, and provide insight into customer trends and opportunities.

• Problem Solving: Address and resolve any account-related issues, including billing, collections, or pricing challenges. Work with internal teams to provide timely and effective solutions.

• Market Insight: Stay updated on market trends, competitor activities, and industry developments. Share relevant insights with the regional director and other stakeholders to support business growth.

• Cross-Functional Collaboration: Work with internal teams (sales, marketing, finance, legal) to ensure smooth execution of contracts and to support account needs effectively.

**Your Background**

• Bachelor’s degree required.

• Minimum of 2-3 years of experience in national account management or a related role in the medical device, healthcare, or orthopedic industry.

• Proven ability to build and manage strategic customer relationships.

• Experience with contract negotiation and account management within the healthcare sector.

• Strong communication, problem-solving, and interpersonal skills.

• Proficiency in MS Excel, MS Word, PowerPoint, and CRM systems.

• Ability to work independently and as part of a team in a fast-paced, high-volume environment.

• Strong sales skills with a focus on relationship building and customer satisfaction.

• Valid driver’s license and active vehicle insurance policy.

**Work Environment**

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones and copy machines. When traveling, making calls on client organizations in office and hospital environments.

**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.

While performing the duties of this job, the employee is regularly required to communicate with individuals internal and external to the organization. The employee is required to have close visual acuity to perform activities such as viewing a computer terminal for long periods of time. This role requires employee to physically travel to client organizations. The employee may be required to lift up-to 35 lbs. by themselves.

**Position Type/Expected Hours of Work**

This is a full-time position with typical business hours. It may reasonably require additional hours during the week and weekend; specific requirements will be determined with Manager.

**Travel Expectations**

Up to 50% overnight travel.

**Compensation Data**

Salary Range: $180,000 - $200,000 USD annually. Eligible for discretionary bonus based on established metrics.

EOE

**Description**

As part of Willis Towers Watson’s Captive Solutions team, the Account Manager plays a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments—including Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR)—and offers clients innovative, data-driven approaches to risk financing.

This role supports the strategic and operational performance of client captives through active engagement in underwriting, regulatory compliance, financial management, and governance. The Account Manager collaborates closely with internal experts—including actuaries, risk consultants, accountants, and brokers—as well as with external stakeholders such as clients, regulators, and service providers.

With no two captives alike, the Account Manager must bring flexibility, analytical insight, and client-focused problem-solving to help structure and manage bespoke captive solutions. This is a unique opportunity to contribute to a team that combines industry-leading analytics, strategic consultancy, and operational excellence to deliver clarity and value to our clients.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

**The Role**

Ensures strong relationships with client, regulators, captive directors and key service providers.

Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.

**Insurance**

+ Liaison with insurance broker and reinsurance brokers as required.

+ Assist with underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.

+ Monitoring of exposures and risk transfer pricing within assigned portfolio.

+ Assist with regulatory approval for changes to the business plan.

+ Assist with Board approval for underwriting decisions.

**Finance/Regulatory**

+ Monitoring of domicile solvency and capital requirements

+ Obtaining regulatory approval of changes to business plan

+ Obtaining board approval for underwriting decisions Accounting for premium Agree reserving methodology

+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.

+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.

+ Manage cash requirements of the companies Liaise with and monitor investment managers in respect of invested funds

+ Assist Client Service Team with co-ordination of board meetings

+ Ensure timely production of board papers.

+ Ensure timely production of minutes and review prior to distribution.

+ Action matters arising from client meetings

+ Ensure relevant company secretarial functions are performed in a timely manner.

+ Ensure compliance with Corporate Governance.

**Management**

+ To participate in and provide input on strategic and major operational issues.

+ Assume responsibility for a specific area of company strategy.

+ To implement policies adopted by the Practice Contact is maintained with all client directors and that they are advised of any developments.

+ Keep Practice leadership apprised of client developments.

+ Entertain clients & prospects as required.

+ Support Senior Executive in performing board insight, perspective & thought leadership as required

+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.

**Qualifications**

**The Requirements**

+ 2-4 year degree in Accounting, Finance or related area

+ Computer Skills

+ A plus, but not required is knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution

+ Willis Towers Watson knowledge (platforms, structure, etc.)

+ Ability to monitor quality control Client relationship skills

+ Project Management skills

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

**Compensation and Benefits**

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.

**Compensation**

The base salary compensation range being offered for this role is $50,000-$75,000 USD per year.

This role is also eligible for an annual short-term incentive bonus.

**Company Benefits**

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) ( _Washington State only_ )

+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

**EOE, including disability/vets**

**Description**

As part of Willis Towers Watson’s Captive Solutions team, the Account Manager plays a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments—including Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR)—and offers clients innovative, data-driven approaches to risk financing.

This role supports the strategic and operational performance of client captives through active engagement in underwriting, regulatory compliance, financial management, and governance. The Account Manager collaborates closely with internal experts—including actuaries, risk consultants, accountants, and brokers—as well as with external stakeholders such as clients, regulators, and service providers.

With no two captives alike, the Account Manager must bring flexibility, analytical insight, and client-focused problem-solving to help structure and manage bespoke captive solutions. This is a unique opportunity to contribute to a team that combines industry-leading analytics, strategic consultancy, and operational excellence to deliver clarity and value to our clients.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

**The Role**

Ensures strong relationships with client, regulators, captive directors and key service providers.

Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.

**Insurance**

+ Liaison with insurance broker and reinsurance brokers as required.

+ Assist with underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.

+ Monitoring of exposures and risk transfer pricing within assigned portfolio.

+ Assist with regulatory approval for changes to the business plan.

+ Assist with Board approval for underwriting decisions.

**Finance/Regulatory**

+ Monitoring of domicile solvency and capital requirements

+ Obtaining regulatory approval of changes to business plan

+ Obtaining board approval for underwriting decisions Accounting for premium Agree reserving methodology

+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.

+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.

+ Manage cash requirements of the companies Liaise with and monitor investment managers in respect of invested funds

+ Assist Client Service Team with co-ordination of board meetings

+ Ensure timely production of board papers.

+ Ensure timely production of minutes and review prior to distribution.

+ Action matters arising from client meetings

+ Ensure relevant company secretarial functions are performed in a timely manner.

+ Ensure compliance with Corporate Governance.

**Management**

+ To participate in and provide input on strategic and major operational issues.

+ Assume responsibility for a specific area of company strategy.

+ To implement policies adopted by the Practice Contact is maintained with all client directors and that they are advised of any developments.

+ Keep Practice leadership apprised of client developments.

+ Entertain clients & prospects as required.

+ Support Senior Executive in performing board insight, perspective & thought leadership as required

+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.

**Qualifications**

**The Requirements**

+ 2-4 year degree in Accounting, Finance or related area

+ Computer Skills

+ A plus, but not required is knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution

+ Willis Towers Watson knowledge (platforms, structure, etc.)

+ Ability to monitor quality control Client relationship skills

+ Project Management skills

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

**Compensation and Benefits**

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.

**Compensation**

The base salary compensation range being offered for this role is $70,000-$100,000 USD per year.

This role is also eligible for an annual short-term incentive bonus.

**Company Benefits**

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) ( _Washington State only_ )

+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE, including disability/vets

At Zimmer Biomet, we believe in pushing the boundaries of innovation and driving our mission forward. As a global medical technology leader for nearly 100 years, a patient’s mobility is enhanced by a Zimmer Biomet product or technology every 8 seconds.

As a Zimmer Biomet team member, you will share in our commitment to providing mobility and renewed life to people around the world. To support our talented team, we focus on development opportunities, robust employee resource groups (ERGs), a flexible working environment, location specific competitive total rewards, wellness incentives and a culture of recognition and performance awards. We are committed to creating an environment where every team member feels inspired, invested, cared for, valued, and have a strong sense of belonging.

**What You Can Expect**

The National Account Manager is responsible for managing and nurturing relationships with Group Purchasing Organizations (GPOs), Ambulatory Surgery Centers (ASCs), Integrated Delivery Networks (IDNs), and hospital systems within their assigned region (East or West USA). Reporting to the Director of National Accounts, the National Account Manager will ensure the successful execution of strategic account plans, contract management, and sales growth in alignment with Paragon 28’s business goals and customer needs. This position plays a key role in fostering long-term partnerships and ensuring client satisfaction.

**How You'll Create Impact**

• Account Management: Build and maintain strong relationships with key decision-makers within GPOs, ASCs, IDNs, and hospital systems. Act as the primary point of contact for assigned accounts, ensuring consistent engagement and satisfaction.

• Contract Execution: Assist in the negotiation, implementation, and management of contracts within the assigned region. Ensure compliance with Paragon 28’s standards, pricing structures, and legal requirements.

• Sales Growth: Support regional sales initiatives by identifying new business opportunities, upselling, and expanding relationships within existing accounts.

• Customer Needs Assessment: Work closely with customers to understand their needs, challenges, and business objectives. Provide tailored solutions that align with Paragon 28’s product offerings.

• Performance Tracking: Track and report on account performance, including sales, renewals, and customer feedback. Ensure that regional goals and objectives are met.

• Collaboration with Regional Director: Collaborate with the Director of Natioal Accounts to execute regional strategies, ensure alignment with organizational goals, and provide insight into customer trends and opportunities.

• Problem Solving: Address and resolve any account-related issues, including billing, collections, or pricing challenges. Work with internal teams to provide timely and effective solutions.

• Market Insight: Stay updated on market trends, competitor activities, and industry developments. Share relevant insights with the regional director and other stakeholders to support business growth.

• Cross-Functional Collaboration: Work with internal teams (sales, marketing, finance, legal) to ensure smooth execution of contracts and to support account needs effectively.

**Your Background**

• Bachelor’s degree required.

• Minimum of 2-3 years of experience in national account management or a related role in the medical device, healthcare, or orthopedic industry.

• Proven ability to build and manage strategic customer relationships.

• Experience with contract negotiation and account management within the healthcare sector.

• Strong communication, problem-solving, and interpersonal skills.

• Proficiency in MS Excel, MS Word, PowerPoint, and CRM systems.

• Ability to work independently and as part of a team in a fast-paced, high-volume environment.

• Strong sales skills with a focus on relationship building and customer satisfaction.

• Valid driver’s license and active vehicle insurance policy.

**Work Environment**

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones and copy machines. When traveling, making calls on client organizations in office and hospital environments.

**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.

While performing the duties of this job, the employee is regularly required to communicate with individuals internal and external to the organization. The employee is required to have close visual acuity to perform activities such as viewing a computer terminal for long periods of time. This role requires employee to physically travel to client organizations. The employee may be required to lift up-to 35 lbs. by themselves.

**Position Type/Expected Hours of Work**

This is a full-time position with typical business hours. It may reasonably require additional hours during the week and weekend; specific requirements will be determined with Manager.

**Travel Expectations**

Up to 50% overnight travel.

**Compensation Data**

Salary Range: $180,000 - $200,000 USD annually. Eligible for discretionary bonus based on established metrics.

EOE

**Description**

As part of Willis Towers Watson’s Captive Solutions team, the Account Manager plays a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments—including Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR)—and offers clients innovative, data-driven approaches to risk financing.

This role supports the strategic and operational performance of client captives through active engagement in underwriting, regulatory compliance, financial management, and governance. The Account Manager collaborates closely with internal experts—including actuaries, risk consultants, accountants, and brokers—as well as with external stakeholders such as clients, regulators, and service providers.

With no two captives alike, the Account Manager must bring flexibility, analytical insight, and client-focused problem-solving to help structure and manage bespoke captive solutions. This is a unique opportunity to contribute to a team that combines industry-leading analytics, strategic consultancy, and operational excellence to deliver clarity and value to our clients.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

**The Role**

Ensures strong relationships with client, regulators, captive directors and key service providers.

Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.

**Insurance**

+ Liaison with insurance broker and reinsurance brokers as required.

+ Assist with underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.

+ Monitoring of exposures and risk transfer pricing within assigned portfolio.

+ Assist with regulatory approval for changes to the business plan.

+ Assist with Board approval for underwriting decisions.

**Finance/Regulatory**

+ Monitoring of domicile solvency and capital requirements

+ Obtaining regulatory approval of changes to business plan

+ Obtaining board approval for underwriting decisions Accounting for premium Agree reserving methodology

+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.

+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.

+ Manage cash requirements of the companies Liaise with and monitor investment managers in respect of invested funds

+ Assist Client Service Team with co-ordination of board meetings

+ Ensure timely production of board papers.

+ Ensure timely production of minutes and review prior to distribution.

+ Action matters arising from client meetings

+ Ensure relevant company secretarial functions are performed in a timely manner.

+ Ensure compliance with Corporate Governance.

**Management**

+ To participate in and provide input on strategic and major operational issues.

+ Assume responsibility for a specific area of company strategy.

+ To implement policies adopted by the Practice Contact is maintained with all client directors and that they are advised of any developments.

+ Keep Practice leadership apprised of client developments.

+ Entertain clients & prospects as required.

+ Support Senior Executive in performing board insight, perspective & thought leadership as required

+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.

**Qualifications**

**The Requirements**

+ 2-4 year degree in Accounting, Finance or related area

+ Computer Skills

+ A plus, but not required is knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution

+ Willis Towers Watson knowledge (platforms, structure, etc.)

+ Ability to monitor quality control Client relationship skills

+ Project Management skills

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

**Compensation and Benefits**

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.

**Compensation**

The base salary compensation range being offered for this role is $70,000-$100,000 USD per year.

This role is also eligible for an annual short-term incentive bonus.

**Company Benefits**

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) ( _Washington State only_ )

+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE, including disability/vets

**Description**

The Senior Account Manager is responsible for delivering comprehensive management services to a portfolio of captive insurance companies. This role operates under general direction and focuses on financial statement preparation and review, regulatory compliance, and client relationship management. The position plays a key part in supporting strategic initiatives, ensuring adherence to accounting practices, and maintaining effective communication with clients, regulators, and service providers. Ideal candidates will have a strong background in accounting and captive insurance, excellent analytical and communication skills, and the ability to manage complex issues and client needs with professionalism.

Note: visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

**The Role**

Ensures strong relationships with client, regulators, captive directors and key service providers. Primary focus on financial statement review and/or preparation. Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.

**Specific Responsibilities:**

**Insurance**

+ Liaison with insurance broker and reinsurance brokers as required.

+ Assist with underwriting documentation and decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.

+ Monitoring of exposures and risk transfer pricing within assigned portfolio.

+ Obtain regulatory approval for changes to the business plan.

+ Obtain Board approval for underwriting decisions.

**Finance/Regulatory**

+ Monitoring of domicile solvency and capital requirements

+ Obtaining regulatory approval of changes to business plan

+ Obtaining board approval for underwriting decisions

+ Accounting for premium

+ Agree reserving methodology

+ Ensure the production of management financial statement accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.

+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.

+ Manage or supervise cash requirements of the companies

+ Liaise with and monitor investment managers in respect of invested funds

+ Assist Client Service Team with co-ordination of board meetings

+ Ensure timely production and accuracy of board papers.

+ Ensure timely production of minutes and review prior to distribution.

+ Action matters arising from client meetings

+ Ensure relevant company secretarial functions are performed in a timely manner.

+ Ensure compliance with Corporate Governance.

**Management**

+ To assist in providing input on strategic and operational issues. Assume responsibility for a specific area of company strategy.

+ To assist in implement policies adopted by Practice

+ Contact is maintained with all client directors and that they are advised of any developments.

+ Keep Practice leadership apprised of client developments.

+ Entertain clients & prospects as required.

+ Support Senior Management in performing board insight, perspective & thought leadership as required

+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.

**Qualifications**

**Requirements**

+ 4-year degree in Accounting, Finance or equivalent work experience, or related area or CPA qualification

+ Advanced Computer Skills

+ In depth knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution

+ Willis Towers Watson knowledge (platforms, structure, etc.)

+ Ability to monitor quality control

+ Client relationship skills

+ Project Management skills

+ Board meeting presentation skills

+ Working toward Leadership and People Management skills

+ Compliance

+ Can solve complex issues and will raise highly complex issues to higher level

+ Ability to influence and negotiate

+ Excellent verbal and written communication skills

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

**Compensation and Benefits**

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

**Compensation**

The base salary compensation range being offered for this role is $80,000.00-$130,000.00 USD annually.

This role is also eligible for an annual short-term incentive bonus.

**Company Benefits**

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)

+ **Retirement Benefits:** Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

**EOE, including disability/vets**

**Description**

The Senior Account Manager is responsible for delivering comprehensive management services to a portfolio of captive insurance companies. This role operates under general direction and focuses on financial statement preparation and review, regulatory compliance, and client relationship management. The position plays a key part in supporting strategic initiatives, ensuring adherence to accounting practices, and maintaining effective communication with clients, regulators, and service providers. Ideal candidates will have a strong background in accounting and captive insurance, excellent analytical and communication skills, and the ability to manage complex issues and client needs with professionalism.

Note: visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

**The Role**

Ensures strong relationships with client, regulators, captive directors and key service providers. Primary focus on financial statement review and/or preparation. Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.

**Specific Responsibilities:**

**Insurance**

+ Liaison with insurance broker and reinsurance brokers as required.

+ Assist with underwriting documentation and decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.

+ Monitoring of exposures and risk transfer pricing within assigned portfolio.

+ Obtain regulatory approval for changes to the business plan.

+ Obtain Board approval for underwriting decisions.

**Finance/Regulatory**

+ Monitoring of domicile solvency and capital requirements

+ Obtaining regulatory approval of changes to business plan

+ Obtaining board approval for underwriting decisions

+ Accounting for premium

+ Agree reserving methodology

+ Ensure the production of management financial statement accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.

+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.

+ Manage or supervise cash requirements of the companies

+ Liaise with and monitor investment managers in respect of invested funds

+ Assist Client Service Team with co-ordination of board meetings

+ Ensure timely production and accuracy of board papers.

+ Ensure timely production of minutes and review prior to distribution.

+ Action matters arising from client meetings

+ Ensure relevant company secretarial functions are performed in a timely manner.

+ Ensure compliance with Corporate Governance.

**Management**

+ To assist in providing input on strategic and operational issues. Assume responsibility for a specific area of company strategy.

+ To assist in implement policies adopted by Practice

+ Contact is maintained with all client directors and that they are advised of any developments.

+ Keep Practice leadership apprised of client developments.

+ Entertain clients & prospects as required.

+ Support Senior Management in performing board insight, perspective & thought leadership as required

+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.

**Qualifications**

**Requirements**

+ 4-year degree in Accounting, Finance or equivalent work experience, or related area or CPA qualification

+ Advanced Computer Skills

+ In depth knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution

+ Willis Towers Watson knowledge (platforms, structure, etc.)

+ Ability to monitor quality control

+ Client relationship skills

+ Project Management skills

+ Board meeting presentation skills

+ Working toward Leadership and People Management skills

+ Compliance

+ Can solve complex issues and will raise highly complex issues to higher level

+ Ability to influence and negotiate

+ Excellent verbal and written communication skills

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

**Compensation and Benefits**

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

**Compensation**

The base salary compensation range being offered for this role is $80,000.00-$130,000.00 USD annually.

This role is also eligible for an annual short-term incentive bonus.

**Company Benefits**

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)

+ **Retirement Benefits:** Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

**EOE, including disability/vets**

**Opportunities at WellMed** , part of the Optum family of businesses. We believe all patients are entitled to the highest level of medical care. Here, you will join a team who shares your passion for helping people achieve better health. With opportunities for physicians, clinical staff and non-patient-facing roles, you can make a difference with us as you discover the meaning behind **Caring. Connecting. Growing together.**

Challenge can often be it's own reward. But why settle for just being challenged when you can also be nurtured, mentored and supported as you make an impact in a fast paced career? At UnitedHealthcare, part of the UnitedHealth Group family of businesses, you can have all of the above, everyday. Now, you can take advantage of some of the best training and tools in the world to help serve our existing and new customers.

As a **Senior Customer Service Representative** , you'll provide our members with the information they need to make better decisions about their health, helping them get access to the right care the first time. Every day, you'll provide compassionate and empathetic support to 50 to 70 callers providing guidance, support, and resolution for escalated issues. This is no small opportunity. This is where you can bring your compassion for others while building your career.

This position is full-time (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8am - 6pm EST. It may be necessary, given the business need, to work occasional overtime.

This will be on the job training and the hours during training will be based on your schedule or will be discussed on your first day of employment.

You’ll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges.

**Primary Responsibilities:**

+ Serve as a resource or Subject Matter Expert for team members or internal customers

+ Handle escalated calls, resolving more complex customer issues

+ Demonstrate outstanding service to identify the source of the caller's issue and work to resolve the inquires in a timely and professional manner

+ Help guide and educate customers about the fundamentals and benefits of consumer-driven health care topics such as selecting the best benefit plan options, maximizing the value of their health plan benefits and choosing a quality care provider

+ Contact care providers (doctor's offices) on behalf of the customer to assist with appointment scheduling or connections with internal specialists for assistance

+ Assist customers in navigating myuhc.com and other UnitedHealth Group websites while encouraging and reassuring them to become self-sufficient with our tools

In 2011, WellMed partnered with Optum to provide care to patients across Texas and Florida. WellMed is a network of doctors, specialists and other medical professionals that specialize in providing care for more than 1 million older adults with over 16,000 doctors’ offices. At WellMed our focus is simple. We’re innovators in preventative health care, striving to change the face of health care for seniors. WellMed has more than 22,000+ primary care physicians, hospitalists, specialists, and advanced practice clinicians who excel in caring for 900,000+ older adults. Together, we're making health care work better for everyone.

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

**Required Qualifications:**

+ High School Diploma / GED

+ Must be 18 years of age or older

+ 1+ years of customer service experience OR experience in a medical office, health care, call-center or office setting analyzing and solving customer problems

+ Proficient in translating health care-related jargon and complex processes into simple, step-by-step instructions customers can understand and act upon

+ Ability to work full-time (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8am - 6pm EST. It may be necessary, given the business need, to work occasional overtime

**Preferred Qualifications:**

+ Health care experience

+ Knowledge of billing/finance and eligibility processes, practices and concepts

**Telecommuting Requirements:**

+ Ability to keep all company sensitive documents secure (if applicable)

+ Required to have a dedicated work area established that is separated from other living areas and provides information privacy

+ Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service

**Soft Skills:**

+ Familiarity with computer and Windows PC applications, which includes the ability to navigate and learn new and complex computer system applications

+ Demonstrated ability to listen skillfully, collect relevant information, build rapport and respond to customers in a compassionate manner

+ Proficient conflict management skills including the ability to resolve stressful situations

*All employees working remotely will be required to adhere to UnitedHealth Group’s Telecommuter Policy

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you’ll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $17.74 - $31.63 per hour based on full-time employment. We comply with all minimum wage laws as applicable.

**_Application Deadline:_** _This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants._

_At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location, and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission._

_OptumCare is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._

_OptumCare is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._

\#RPO