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Optimized Insurance Planning Jobs (NOW HIRING)

Hp

Director, Planning Continuous improvement

Spring, TX

$166K - $265K/yr

Ensure optimal inventory availability, service performance, and customer support outcomes. * Drive ... Dental insurance * Vision insurance * Long term/short term disability insurance * Employee ...

AMVAC U.S.

Planning Director

Irvine, CA · On-site

Drive collaboration to ensure accurate forecasting, optimal stock levels, and on-time delivery ... Excellent Medical, Dental, Vision & Life Insurance for employees and their families * 401(k) ...

Spindrift

Demand Planning Manager

Newton, MA · On-site

$110K - $130K/yr

Inventory Optimization : Work with warehouse and supply chain teams to ensure optimal inventory ... Company-paid life insurance, and a 401k retirement savings plan with a company match * Monthly cell ...

Spindrift

Demand Planning Manager

Newton, MA · On-site

$110K - $130K/yr

Inventory Optimization : Work with warehouse and supply chain teams to ensure optimal inventory ... Company-paid life insurance, and a 401k retirement savings plan with a company match * Monthly cell ...

Spindrift

Demand Planning Manager

Newton, MA · On-site

$110K - $130K/yr

Inventory Optimization : Work with warehouse and supply chain teams to ensure optimal inventory ... Company-paid life insurance, and a 401k retirement savings plan with a company match * Monthly cell ...

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All JobsOptimized Insurance Planning Jobs

Optimized Insurance Planning information

See salary details

$19.5K

$67.1K

$98.5K

How much do optimized insurance planning jobs pay per year?

As of Jul 1, 2026, the average yearly pay for optimized insurance planning in the United States is $67,056.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $80,500.00 per year, depending on experience, location, and employer.

What is the difference between Optimized Insurance Planning vs Insurance Advisor?

AspectOptimized Insurance PlanningInsurance Advisor
CredentialsCertifications in insurance and financial planningInsurance licenses, such as Life and Health
Work EnvironmentFinancial firms, consulting firms, or independent practiceInsurance agencies, brokerages, or direct sales
Industry UsageFocuses on comprehensive risk management and financial strategiesFocuses on selling insurance products and policies

Optimized Insurance Planning involves creating tailored, strategic insurance solutions considering overall financial goals, often requiring advanced certifications. Insurance Advisors primarily focus on selling and advising on specific insurance products. While both roles operate within the insurance industry, Optimized Insurance Planning emphasizes holistic financial planning, whereas Insurance Advisors concentrate on product sales and client acquisition.

More about Optimized Insurance Planning jobs
What cities are hiring for Optimized Insurance Planning jobs? Cities with the most Optimized Insurance Planning job openings:
What states have the most Optimized Insurance Planning jobs? States with the most job openings for Optimized Insurance Planning jobs include:
What job categories do people searching Optimized Insurance Planning jobs look for? The top searched job categories for Optimized Insurance Planning jobs are:
Optimized Insurance Planning jobs near you
Infographic showing various Optimized Insurance Planning job openings in the United States as of June 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $67,056 per year, or $32.2 per hour.
Account Executive, Property and Casualty Insurance

Account Executive, Property and Casualty Insurance

Virtus

Overland Park, KS • On-site

Full-time

Posted 26 days ago

Job description

Virtus Insurance, a nine-time Best Places to Work in Insurance awardwinner, is redefining what a modern brokerage looks like. We are fast, specialized, and relentlessly clientcentric, operating across Real Estate, Hospitality, Private Capital, Benefits, Construction, Retail & Distribution, Food & Beverage and Small Business/Personal Lines. Our culture rewards ownership, excellence, and fearless pursuit. 

Role Mission


Serve as the primary risk advisor and strategic quarterback for a defined book of Construction clients, delivering sophisticated risk management, insurance program design, and renewal execution aligned to each client's operating model, growth strategy, and risk tolerance.

What This Role Is

 

The Account Executive, Construction is a senior individualcontributor role responsible for owning the client relationship, leading renewal and placement strategy, and coordinating internal and external stakeholders to deliver bestinclass outcomes for uppermiddlemarket Construction clients.

This role combines technical insurance expertise, consultative advisory capability, and disciplined execution. The Account Executive is accountable for client retention, program quality, and overall client experience across the full policy lifecycle.

Core Responsibilities:

Client Advisory & Risk Strategy

  • Develop a deep understanding of each client's Construction operations, contractual risk transfer, project delivery methods, and loss profile.
  • Design and recommend coverage strategies, limits, and program structures aligned to client risk tolerance and financial objectives.
  • Translate complex insurance concepts into clear, actionable recommendations for executive level client stakeholders.

Renewal & Placement Leadership

  • Lead all renewal and new business placement activity, including service planning, market strategy, timeline management, and execution.
  • Create and oversee insurance specifications, submission materials, and carrier presentations.
  • Evaluate coverage terms, pricing, and structures; negotiate effectively with carriers to optimize outcomes.

Program Execution & Carrier Management

  • Structure and manage complex Construction insurance programs, including large deductibles, self-insured retentions, and layered placements as appropriate.
  • Build and maintain strong carrier relationships to ensure market access, responsiveness, and competitive positioning.
  • Monitor market conditions, coverage trends, and regulatory developments impacting Construction risks.

Internal Collaboration & Delivery

  • Act as the quarterback for the client team, coordinating closely with Account Managers, Producers, and internal specialists.
  • Ensure accuracy, timeliness, and quality across all deliverables.
  • Identify opportunities to expand Virtus services through cross sell and enhanced advisory offerings.

Value Created

  • Retained and highly satisfied Construction clients
  • Optimized insurance programs and cost outcomes
  • Reduced risk exposure and improved client decision making
  • Strong carrier partnerships supporting long term client success

Who Thrives at Virtus

  • Embodies the Virtus Core Values: Better Tomorrow, Fearless Pursuit, One Virtus
  • Operates with ownership, accountability, and attention to detail
  • Communicates with confidence, clarity, and executive polish
  • Thrives in a fast paced, growth oriented, team based environment
  • Values process, quality, and continuous improvement

Experience & Qualifications

  • 2+ years of experience independently managing a Construction focused book of business
  • Demonstrated expertise in Construction insurance programs and risk management
  • Experience working with upper middle market clients ($250k-$750k revenue accounts)
  • Strong presentation, negotiation, and client facing communication skills
  • Bachelor's degree required; CPCU or other industry designations preferred
Active Property & Casualty license required

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 sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close and distance vision.

Travel:

Approximately 25%+ dependent on client needs.

 

Why Virtus?

Virtus is a seventime Best Places to Work in Insurance award winner, built on a culture of ownership, excellence, and collaboration. We are redefining what a modern insurance advisory firm looks like - empowering our people to think strategically, act decisively, and build enduring client relationships.

Push Forward--We've got your back!

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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