Founded in 2002, Commercial Insurance Associates, LLC is an Insurance Journal Top 100 property and casualty insurance brokers in the US. With over $400 million in premium volume written, CIA’s 150 employees are committed to providing superior solutions to clients’ risk management needs. Licensed in all 50 states and currently representing select international clients, CIA’s client portfolio ranges from publicly held companies to local start-up ventures. 

Industry specialties include, but are not limited to Environmental, Healthcare, Manufacturing, Railroad, Real Estate, Recycling and Transportation.
The company has offices in Nashville and Chattanooga, Tenn.,Greenville, SC; Baltimore and a satellite office in Houston.

Industry: Insurance
Company Size: 51-200 employees

CIA - Commercial Insurance Associates

Savvy Admin PROD

**Summary of Position **

The Customer Service Advocate is an entry level position that assists with generating certificates of information, policy endorsements and fundamental customer service skills. In this role, CSAs will be responsible for answering customer requests and providing exemplary service to customer accounts. They may also be required to review a customer’s policy and assist when a policy needs to be initiated or upgraded (endorsement). CSAs are typically in training to become a client manager.

**Essential Job Functions and Responsibilities **

Ability to meet deadlines, exhibit great attention to detail, and communicate in a positive manner is essential. Communicating professionally and clearly is required. A thorough understanding of software, systems, business procedures, and problem-solving is necessary for success.

- Generate COIs to be issued according to the insureds contract and/or insurance requirements.

- Send policy change requests to carriers and pull endorsements from carrier website to be filed in Epic (ERP system).

- Issue policy endorsements and transactions and forward invoice/endorsement to client with breakdown of the endorsement, including premium.

- Pull 5-year Loss runs for all lines at renewals, and monthly/quarterly for clients that are being monitored and create and update claim status and monitor policy renewal time frames.

- Abate claims by filing them with the carrier and keep the insured updated as to the status and send subsequent loss runs to the Insured.

- Print policies and create binder with renewal policies for Producers to drop off to client.

- Run epic reports, including policy expiration.

- Handle all daily requests from insured for certificates, policy changes (endorsements/cancellations/billing), and provide requested documentation as needed.

- Process audits in Epic and notify Client Manager and Producer of changes in premium; forward the audit finding to insured and Producer with results/breakdown.

- Access customer accounts and policy schedules.

- Maintain and update all location, property, vehicle, and equipment spreadsheets.

- Set-up new clients and prospects in EPIC Account Management System

- Attend and participate in job related classes and webinars.

- Other duties as assigned by this position’s manager.

**Knowledge, Skills, and Abilities **

- Excellent verbal and written communication skills and ability to de-escalate tense client interactions while providing a timely solution to their concerns.

- EPIC, CSR24, and Indio workflow standards and maintenance of documentation.

- Strong organizational skills and ability to multitask while paying close attention to detail.

- Microsoft Office product experience (Word, Excel, and PowerPoint) as well as Adobe PDF.

**Preferred Qualifications **

- 1+ years of commercial insurance experience.

Customer Service Advocate

Siemens Healthineers is a leading medtech company with over 125 years of experience. We pioneer breakthroughs in healthcare. For everyone. Everywhere. Sustainably. Our portfolio, spanning in vitro and in vivo diagnostics to image-guided therapy and cancer care, is crucial for clinical decision-making and treatment pathways. 

With our strengths in patient twinning, precision therapy, as well as digital, data, and artificial intelligence (AI), we are well positioned to take on the greatest challenges in healthcare. We will continue to build on these strengths to help overcome the world’s most threatening diseases, enable efficient operations, and expand access to care. 

We are a team of more than 71,000 Healthineers in over 70 countries passionately pushing the boundaries of what is possible in healthcare to help improve the lives of people around the world.

Industry: Krankenhäuser und Gesundheitseinrichtungen
Company Size: 10.001+ Beschäftigte

Siemens Healthineers

Join us in pioneering breakthroughs in healthcare. For everyone. Everywhere. Sustainably.

Our inspiring and caring environment forms a global community that celebrates diversity and individuality. We encourage you to step beyond your comfort zone, offering resources and flexibility to foster your professional and personal growth, all while valuing your unique contributions.

Make an impact in healthcare innovation.

Siemens Healthineers is a global leader in diagnostic innovation, and we are redefining what’s possible in laboratory automation and digital health. As a Healthcare Informatics Sales Executive, you will be a key individual contributor supporting the commercialization of cutting-edge offerings like the Atellica® Solution, digital IT platforms, and workflow optimization tools across a dynamic regional team.

This role, an individual contributor, is part of a high-performing sales team what will report directly to the Regional Sales Director. You will drive the strategic integration of digital and IT solutions into clinical laboratories. You will work in close alignment with other sales partners to sell total solutions for our customers by leveraging the full Atellica® product portfolio. You will also partner with our Healthcare Consulting team who will provide the technical support needed to help you shape customer roadmaps that create real operational and clinical value. You are the Champion for Siemens Healthineers’ digital and IT portfolio.

**Key Responsibilities**

- Serve as the sales lead for the commercialization of the Siemens informatics portfolio.

- Drive a comprehensive discovery and alignment of the customer needs to drive digital transformation. Identify unmet needs and create a broader IT ecosystem of solutions during both virtual and onsite customer engagements.

- Demonstrated track record of consultative sales strategies, leveraging value-based techniques to clearly demonstrate ROI, operational efficiencies, and enhanced clinical, financial & operational outcomes.

- Build and maintain strategic relationship with Chief Medical Information Officer (CMIO), Chief Technology Officer (CTO), and Chief Information Officer (CIO), including their teams at SVP, VP and Senior Director level, with target healthcare provider organization.

- Collaborate with cross-functional customer teams to understand business needs, technical environments, and integration requirements.

- Lead the development of detailed and actionable Statements of Work (SOWs) for digital integration initiatives by integrating the outputs of technical support staff.

- Act as a trusted advisor to healthcare organizations, uncovering operational pain points and aligning them with tailored digital solutions.

- Lead strategy sessions with customers and internal teams to define digital transformation goals and map out scalable solutions to address unmet needs.

- Partner with the Healthcare Consulting team to identify optimization opportunities in lab workflows, staffing models, and data management strategies.

- Drive demand generation for current digital products and future innovations in our product portfolio

- Develop compelling solution proposals and contribute to bid responses and RFPs with input from both sales and technical stakeholders.

- Present complex solutions in a simple, engaging way to technical and non-technical customer stakeholders including IT, laboratory leadership, and health system executives.

- Collaborate with Customer Success and Implementation teams to ensure seamless post-sale execution and long-term customer satisfaction.

- Maintain accurate records of sales activity, opportunity progress, and customer feedback using CRM tools.

**What You Bring**

- Bachelor’s degree in Informatics, Biomedical Engineering, Clinical Diagnostics, Business, or related field.

- 5+ years of experience in digital healthcare, diagnostic IT, or enterprise software sales in a consultative capacity.

- Experience selling cloud-based, Software as a Service solution in the healthcare space.

- Familiarity with clinical laboratory operations, LIS systems, and automation workflows.

- Strong strategic thinking, problem-solving, and communication skills, with the ability to navigate complex stakeholder environments.

- Proven experience developing solution proposals and collaborating with cross-functional teams.

- Proficiency in CRM platforms and digital selling tools is essential.

- Willingness to travel within the assigned region as needed.

This position includes eligibility for variable compensation. Any stated bonus or incentive amounts represent target or estimated earnings and are not guaranteed. Actual payouts depend on performance and applicable plan terms, variable comp for this role is $80,000.

**This role is governed by our Fleet Safety Policy. To be eligible for employment, applicants must hold a valid driver’s license in the state they reside and may not have any prior DUI/DWI convictions or pending DUI/DWI charges or other serious moving violations (unless such a restriction is prohibited by state/local law).**

**Who we are **: We are a team of more than 72,000 highly dedicated Healthineers in more than 70 countries. As a leader in medical technology, we constantly push the boundaries to create better outcomes and experiences for patients, no matter where they live or what health issues they are facing. Our portfolio is crucial for clinical decision-making and treatment pathways.

**How we work: ** When you join Siemens Healthineers, you become one in a global team of scientists, clinicians, developers, researchers, professionals, and skilled specialists, who believe in each individual’s potential to contribute with diverse ideas. We are from different backgrounds, cultures, religions, political and/or sexual orientations, and work together, to fight the world’s most threatening diseases and enable access to care, united by one purpose: to pioneer breakthroughs in healthcare. For everyone. Everywhere. Sustainably.

To find out more about Siemens Healthineers businesses, please visit our company page here.

**The Base Pay Range For This Position Is**

$107,200 - $147,400

Factors which may affect starting pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate.

If this is a commission eligible position the commission eligibility will be in accordance with the terms of the Company's plan. Commissions are based on individual performance and/or company performance.

The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan. life insurance, long-term and short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time.

Position must have full access to Siemens Healthineers' client sites to perform the essential functions of this position. Many clients require Siemens Healthineers employees and representatives to meet certain Vendor Credentialing requirements before they will be allowed to have access to their sites. Unless prohibited by law, position must meet all Vendor Credentialing requirements necessary to have full client access and must continue to meet those requirements during the course of employment in this position. These requirements vary by client and may include, but are not limited to: Proof of valid identification (photo, driver's license, SSN) Criminal background checks Drug screens Immunizations (COVID-19, Hep B, MMR, Varicella, Influenza, Tetanus) Annual TB testing Healthcare training.

**Equal Employment Opportunity Statement: **Siemens Healthineers is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law.

**EEO is the Law: ** Applicants and employees are protected under Federal law from discrimination. To learn more, Click here.

**Reasonable Accommodations: ** Siemens Healthineers is committed to equal employment opportunity. As part of this commitment, we will ensure that persons with disabilities are provided reasonable accommodations.

If you require a reasonable accommodation in completing a job application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please fill out the accommodations form here. If you’re unable to complete the form, you can reach out to our HR People Connect People Contact Center for support at peopleconnectvendorsnam.func@siemens-healthineers.com. Please note HR People Connect People Contact Center will not have visibility of your application or interview status.

**California Privacy Notice: ** California residents have the right to receive additional notices about their personal information. To learn more, click here.

**Export Control: ** “A successful candidate must be able to work with controlled technology in accordance with US export control law.” “It is Siemens Healthineers’ policy to comply fully and completely with all United States export control laws and regulations, including those implemented by the Department of Commerce through the Export Administration Regulations (EAR), by the Department of State through the International Traffic in Arms Regulations (ITAR), and by the Treasury Department through the Office of Foreign Assets Control (OFAC) sanctions regulations.”

**Data Privacy: ** We care about your data privacy and take compliance with GDPR as well as other data protection legislation seriously. For this reason, we ask you not to send us your CV or resume by email. We ask instead that you create a profile in our talent community where you can upload your CV. Setting up a profile lets us know you are interested in career opportunities with us and makes it easy for us to send you an alert when relevant positions become open. Register here to get started.

**Beware of Job Scams: ** Please beware of potentially fraudulent job postings or suspicious recruiting activity by persons that are currently posing as Siemens Healthineers recruiters/employees. These scammers may attempt to collect your confidential personal or financial information. If you are concerned that an offer of employment with Siemens Healthineers might be a scam or that the recruiter is not legitimate, please verify by searching for the posting on the Siemens Healthineers career site.

**To all recruitment agencies: **Siemens Healthineers does not accept agency resumes. Please do not forward resumes to our jobs alias, employees, or any other company location. Siemens Healthineers is not responsible for any fees related to unsolicited resumes.

Sales Executive - Healthcare Informatics, IT and Digital Solutions - Central Region (Nashville Area)

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