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Senior Commercial Lines Account Manager
Responsibilities:
As a Senior Commercial Lines Account Manager, you’ll support Producers and Account Executives in managing a diverse commercial book of business, with a strong focus on contractors, oil & gas, and power line accounts. This role includes servicing clients, coordinating renewals, and actively marketing both new and renewal business.
- Coordinate renewals with Producers and Account Executives.
- Assist in marketing new and renewal business, including gathering underwriting information, preparing submission packets, and obtaining competitive quotes.
- Prepare professional proposal and presentation packets.
- Handle client inquiries related to coverage, claims, billing, and administrative issues.
- Review and verify accuracy of renewal policies; generate billing invoices.
- Process policy changes and endorsements.
- Cross-sell additional lines of coverage when appropriate.
- Manage expiration logs and ensure timely policy handling.
- Approve Certificates of Insurance and ensure proper issuance.
- Maintain accurate, up-to-date client files in AMS360.
- Enter checks into AMS360 and provide payroll data to the payroll administrator.
- Follow up on outstanding orders, documentation, and client communications.
- Perform special projects and contribute to a positive and collaborative work environment.
Qualifications:
- Minimum 5 years of experience in a similar Commercial Lines role.
- Strong understanding of commercial underwriting, coverages, and marketing processes.
- Prior experience working with contractors, oil & gas, or power line accounts preferred.
- Proficiency with AMS360 required.
- Personable, energetic, and professional demeanor with a client-first approach.
- Excellent communication and organizational skills.
- A self-starter who can work independently and as part of a team.
- Strong attention to detail and the ability to manage multiple priorities.
- CIC or CISR designation preferred or actively working toward one.
eneral Summary: A Complex Claims Specialist will possess experience in handling complex medical liability claims, while demonstrating a strong client service focus.
Essential Duties & Responsibilities:
- Follow standard claims protocols for documentation, coverage verification, and file management
- Maintain accurate and organized claims files, suggesting improvements as necessary.
- Manage significant client relationships for claims department, collaborate with underwriting on marketing.
- Investigate and document most significant exposures, setting appropriate indemnity and expense reserves
- Develop resolutions strategy and lead negotiations and bring matters to a close
- Attend trials and mediations when necessary
- Adhere to industry Best Practices for effective claim management
- Mentor staff through formal and informal training and development; demonstrate extensive technical expertise to guide and support less experienced claims professionals
- Ensure exceptional data integrity
- Actively manage defense council and partner on litigation strategy
- Proactive communication with insureds, other departments and claim leadership
- Perform additional duties and responsibilities as assigned
Education & Qualifications:
- Bachelor’s degree or JD required
- Five years’ claims handling experience required; medical professional liability strongly preferred
- NY adjusters license required within the first 6 - 12 months of employment
- Strong analytical and problem-solving skills with attention to detail
- Demonstrate solid and concise business writing proficiency
- Exhibit strong oral communication skills to include presenting information clearly and effectively to diverse audiences
- Ability to work independently as well as assume a mentorship role within a team. Act as a strong example and resource for less experienced colleagues
- Strong ethical judgement and a commitment to maintaining confidentiality
- Must be able to work on site
- Travel required as needed; may include overnight travel
General Summary: A Claims Specialist will utilize their experience in medical liability claim handling to investigate, evaluate, and resolve high exposure claims while demonstrating a strong commitment to exceptional client service.
Essential Duties & Responsibilities:
- Follow standard claims protocols for documentation, coverage verification, and file management
- Maintain accurate and organized claims files, suggesting improvements as necessary
- Assist in client relationship management, collaborate with underwriting on marketing
- Investigate and document most significant exposures, setting appropriate indemnity and expense reserves
- Develop resolutions strategy and participate in negotiations to bring matters to a close
- Attend trials and mediations when necessary
- Adhere to industry Best Practices for effective claim management
- Mentor staff through formal and informal training and development; demonstrate strong technical knowledge to guide and support less experienced claims professionals
- Ensure exceptional data integrity
- Actively manage defense council and partner on litigation strategy
- Proactive communication with insureds, other departments and claim leadership
- Perform additional duties and responsibilities as assigned
Education & Qualifications:
- Bachelor’s degree or JD required
- Five years’ claims handling experience required; medical professional liability preferred
- NY adjusters license required within the first 6 - 12 months of employment
- Strong analytical and problem-solving skills with attention to detail
- Demonstrate solid and concise business writing proficiency
- Exhibit strong oral communication skills to include presenting information clearly and effectively to diverse audiences
- Ability to work independently as well as collaboratively within a team. Set a strong example for less experienced colleagues
- Strong ethical judgement and a commitment to maintaining confidentiality
- Must be able to work on site
- Travel required as needed; may include overnight travel
General Summary: Responsible for the supervision, training and development of Claims Department staff, relaying and supporting senior management objectives, ensuring that best practices and the claims processing guidelines are followed on a continual and comprehensive basis, providing financial monitoring/management, and evaluating and improving departmental processes.
Essential Duties & Responsibilities:
- Must display leadership through individual actions and collaboration with other senior claim staff, modeling cooperative and appropriate behavior for staff through action.
- Ensure that claims technical and administrative aspects of claims handling, including case summaries, diary maintenance, reserve adequacy, trial management and other necessary duties are completed timely and professionally.
- Use company provided tools and systems such as diary, notes, and SAP reports
- Ensure that staff is focused on data integrity and accuracy in maintaining all aspects of claims handling.
- Provide opportunities for growth and feedback for high preforming as well as staff in need of guidance.
- Identify/utilize high-potential staff in departmental projects.
- Develop training action plans to address any deficiencies identified during file audits.
- Continually evaluate the claim process and assist in developing process strategy with a goal of improving process efficiency.
- Maintain regular and prompt communication with all external and internal business partners.
- Review required management reports for accuracy, grammar, and relevant information.
- Assist senior management with claims payment forecast and provide monthly highlights to senior claims management.
- Maintain individual diary of noteworthy files within their team and hold regular strategy round tables with claims management and/or counsel.
- Maintain appropriate open/close ratio.
- Other duties as assigned.
Education & Qualifications:
- 4-year college degree required; attorney preferred.
- Technical competency and leadership necessary for supervisory position; 3+ years of supervisory experience preferred.
- Compelling mix of professional achievement, prior leadership experience and professional credentials.
- Strong interpersonal skills, sound judgement, overall understanding of all aspects of insurance including, coverage, liability and damage analysis, reinsurance, and claims file management.
- Ability to effectively communicate with others in a professional manner.
- Must demonstrate ability to maintain an effective working relationship with all external and internal business partners.
General Summary: A Senior Claims Analyst will investigate, evaluate, and resolve claims while ensuring compliance with regulatory and company policies.
Essential Duties & Responsibilities:
- Follow standard claims protocols for documentation, coverage investigations, and file management.
- Maintain accurate and organized claims files.
- Investigate and document incident particulars, setting appropriate indemnity and expense reserves
- Negotiate and bring to resolution directly and through defense attorneys
- Attend trials and mediations when necessary.
- Adhere to industry Best Practices for effective claim management.
- Expand skills through participation in training and professional development courses.
- Ensure exceptional data integrity
- Proactive communication with insureds, other departments and claims leadership.
- Perform additional duties and responsibilities as assigned.
Education & Qualifications:
- Bachelor’s degree or JD required
- Three years’ claims handling experience
- NY adjusters license required within the first 6 – 12 months of employment.
- Strong analytical and problem-solving skills with attention to detail.
- Proficient business writing and oral communication skills
- Ability to work independently as well as collaboratively within a team.
- Strong ethical judgement and a commitment to maintaining confidentiality.
- Must be able to work on site
- Travel required as needed; may include overnight travel
Risk Management & Insurance Manager
Presented by The James Allen Companies, Inc.
The James Allen Companies, Inc. is seeking a Risk Management & Insurance Manager on behalf of a confidential client in the manufacturing sector. This is a unique opportunity to join a high-profile, large-scale startup operation and play a key role in building risk and insurance functions from the ground up. The selected candidate will help shape the risk strategy and infrastructure for a multi-site manufacturing enterprise located across Tennessee and Kentucky.
Key Responsibilities:
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Serve as a core member of the Treasury team
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Design and implement commercial insurance programs aligned with the company’s evolving risk profile
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Manage renewals for all lines of property & casualty coverage
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Prepare underwriting submissions and evaluate risk financing structures to optimize total cost of risk (TCOR)
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Oversee insurance brokers, TPAs, actuaries, and loss prevention consultants
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Support budgeting, reserving, and reporting related to insurance and loss activity
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Partner with departments across the organization to proactively identify and manage operational risk
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Advise internal stakeholders on policy structure, coverage strategy, and risk mitigation
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Review contracts for insurance and indemnity requirements
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Assist in developing claims handling and reporting policies
Ideal Candidate Traits:
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Strategic thinker and effective change leader
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Innovative and resourceful with strong problem-solving skills
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Confident working independently and in cross-functional teams
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Strong communicator and collaborator
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Analytical and results-oriented with attention to detail
Minimum Requirements:
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Bachelor’s degree in finance, risk management, or a related field
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At least 3 years of experience with commercial property & casualty insurance
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Strong financial and analytical acumen
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Ability to prioritize and manage multiple projects under tight deadlines
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Proficiency in Excel and strong presentation skills
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Solid general insurance knowledge
Preferred Qualifications:
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MBA or advanced degree
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Professional certifications such as ARM, CRM, or CPCU
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Claims management experience
Location & Schedule:
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Memphis, TN (Hybrid work schedule with minimum 3 days/week onsite)
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Occasional travel required
Compensation & Benefits:
This full-time position offers a competitive salary and a comprehensive benefits package, including:
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401(k) with employer match and planning resources
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Medical, dental, and vision insurance
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Paid time off (PTO) and emergency leave options
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Parental leave and preventive care services
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Discount programs and more
Candidates must be legally authorized to work in the United States.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 120000 ) [ContactName] => Marquita Valadez [ContactPhone] => [ContactEmail] => Marquita.Valadez@BlueOvalSK.com [DatePosted] => 2025-05-02T08:28:39 [City] => Stanton [State] => TN [PostalCode] => 38069 [Country] => [Status] => Available [ContactId] => 153142609668065 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 100000 ) [ShowOnWeb] => 1 [PositionId] => EB-1836717417 [LastModified] => 2025-05-14T10:20:54 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Risk Management ) ) ) ) [6] => stdClass Object ( [JobId] => 329845450871927 [CompanyId] => 456524293201804 [CompanyName] => BRUCE FINANCIAL HOLDINGS [Industry] => [JobType] => FullTimeRegular [JobTitle] => Head of Excess Property [DegreeRequired] => [JobDescription] => [Specialty] => [MaxSalary] => [ContactName] => Gordon Rider [ContactPhone] => [ContactEmail] => gr@kewafinancial.com [DatePosted] => 2025-05-12T16:59:43 [City] => Franklin [State] => TN [PostalCode] => 37064 [Country] => [Status] => Available [ContactId] => 100361556480864 [MinSalary] => [ShowOnWeb] => [PositionId] => EB-1402556043 [LastModified] => 2025-05-13T10:10:25 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( ) ) ) ) [7] => stdClass Object ( [JobId] => 745098699071601 [CompanyId] => 590590239591115 [CompanyName] => KCAMP [Industry] => [JobType] => FullTimeRegular [JobTitle] => Underwriting Manager [DegreeRequired] => [JobDescription] => General Summary Descriptionthe Underwriting Manager plans, organizes, directs, and coordinates the Underwriting Program.
The Underwriting Program is designed to assist in evaluating prospective members for program
eligibility, collecting the appropriate amount of member contribution, and maintaining
Memoranda of Coverage (MOCs) to reflect the intent of the members as articulated by the Board of
Trustees. The position is based in the Topeka office, but will require travel throughout the State of
Kansas.
Duties /Responsibilities
▪ Evaluate prospective members for program eligibility consistent with governing documents
and Board of Trustee policy.
▪ For each line of coverage, identify the appropriate exposure base upon which to evaluate member risk.
▪ Develop and apply rates to the appropriate member exposure unit to ensure member contributions are
sufficient to meet actuarially projected loss estimates, operational expenses and reinsurance
costs.
▪ Apply experience modification factors and member debits and credits to incentivize sound member risk
management practices.
▪ Annually review rates to ensure company collects sufficient member contributions for each line of
coverage.
▪ Annually review and update the coverage questionnaire.
▪ Manage the member coverage renewal process, including:
o Issuing and collecting completed coverage questionnaires.
o Reviewing and finalizing member renewal rates in conjunction with Administrator/CEO.
o Working with Executive Assistant to finalize and issue member invoices,
certificates of participation, automobile insurance identification cards.
o Preparing and issuing member MOCs.
▪ Proactively work with members to identify and document operations not covered by company
▪ Manage property appraisal process.
▪ With input from Administrator/CEO, Coverage Counsel, and Broker/Consultant, annually
review Memoranda of Coverage (MOCs). Make recommendations to the Administrator/CEO
that ensure:
o Language reflects the members’ intent as articulated by the Board of Trustees.
o Coverage terms and program limits adequately protect the members against known or
emerging risk.
o Coverage enhancements or limits maintain market superiority.
o Coverage meets reinsurer requirements.
o Coverage terms are articulated in easy to understand language.
▪ Provide coverage interpretations to internal claims staff and the Administrator/CEO on
complex claim matters.
▪ Provide prompt and courteous response to member exposure and coverage inquiries.
▪ Where needed, conduct onsite assessments to identify and measure risks associated with member
operations.
▪ Develop and maintain internal underwriting guidelines.
▪ Work with marketing staff to assist in the preparation of proposals on new business.
▪ Maintain the underwriting component of risk management information system (RMIS).
▪ Provide on-going member education on the implementation and use of the RMIS’ member portal for
reporting and updating member exposure data.
Underwriting Manager
▪ Generate loss analysis reports to identify loss trends.
▪ Provide recommendations to risk management staff for reduction of member loss frequency and
severity.
▪ Develop other written materials including letters to members, and Risk Alerts.
▪ Develop and implement on-site and webinar training programs as needed.
▪ Support the Administrator by providing reports, conducting research, performing loss analysis
and other duties as requested.
▪ Perform other duties as assigned.
Direction Received: No day to day direction or instruction necessary to accomplish assigned
duties
Analytical Requirements: Assignments frequently involve decisions based on a wide knowledge of
many factors where application of advanced or technical concepts are
predominantly required
Decisions and Judgment: Provides consultation or expert advice to management on operational issues
Initiative: Problems are of a difficult nature and supervision is limited to assignments
and discussion of problems
Minimum Qualifications
Five years’ property and casualty underwriting experience required. Bachelor’s Degree and underwriting
experience in public entity context preferred.
Additional Requirements
Licenses/Certification:
Special Requirements/
Skills:
Work Environment:
▪ Valid Driver’s License and Insurance
▪ Kansas Insurance Agent’s License
▪ CPCU Designation Preferred
▪ Thorough knowledge of:
o Property and casualty underwriting principles
o Municipal/county operations and risks
▪ Proficient in Microsoft Office Suite including Outlook, Word, and Excel
▪ Excellent investigation and problem-solving abilities
▪ Strong verbal and written communication skills
▪ Excellent presentation skills
▪ Strong organizational and time management skills
▪ Ability to read, analyze and interpret policies, procedures, statutes, rules
and regulations.
▪ Ability to work with risk management information systems to extract critical
data.
▪ Excellent time management skills
▪ Office environment
▪ Statewide travel: Up to 25% including overnight stays [Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 150000 ) [ContactName] => David Luke [ContactPhone] => [ContactEmail] => davidluke@kcamp.org [DatePosted] => 2025-04-14T09:52:06 [City] => Topeka [State] => KS [PostalCode] => 66606 [Country] => [Status] => Available [ContactId] => 104398485849408 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 85000 ) [ShowOnWeb] => 1 [PositionId] => EB-4858657122 [LastModified] => 2025-05-12T14:09:03 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Underwriting ) ) ) ) [8] => stdClass Object ( [JobId] => 198273557847886 [CompanyId] => 4220255693812 [CompanyName] => BITCO INSURANCE Companies [Industry] => [JobType] => FullTimeRegular [JobTitle] => Risk Control Consultant [DegreeRequired] => [JobDescription] =>
Our client has been in the industry for over 100 years. They are a leading insurance service provider specializing in property and casualty insurance for specialized industries such as construction, forest products, and oil & gas.
They are seeking a Risk Control Consultant located near their regional office in Atlanta, GA. This is a remote position with required overnight travel to customer job sites and offices primarily within the state of Georgia.
Position Summary: As part of the Risk Control team, this position will provide risk control services to customers throughout Georgia.
Primary Responsibilities:
- Evaluate exposure and exposure controls for current and prospective customers focusing on Workers' Compensation, General Liability, and Commercial Auto lines.
- Identify and recommend risk improvements.
- Prepare various risk control reports utilizing Risk Control Technologies.
- Conduct occasional safety meetings/training for customers.
- Utilize product line expertise to ensure good loss experience outcomes.
- Develop agency relationships and effective customer interactions.
- Fill in for team members as needed.
- Other responsibilities as assigned.
Qualifications:
- Bachelor's Degree in Occupational Safety and Health or related field preferred.
- 5+ years of experience in safety and health with experience in the areas of DOT, Fleet Safety, Commercial Construction, Forestry, and Public Entities. Insurance Risk Control/Loss Control experience preferred but not required.
- Professional safety certification (CSP, ARM, or other) preferred; or willingness to obtain.
- OSHA/MSHA/DOT knowledge preferred.
- Progressive working knowledge of customer safety programs, state and federal regulations, and general insurance and policy terms.
- Good communication and mentoring skills; ability to convey knowledge to others.
- Ability to develop and maintain good customer relations.
- Effectively communicate in person, by telephone, and email with supervisors, co-workers, customers and their representatives, and other third parties.
- Ability to routinely bend, kneel, reach, climb, and walk around to evaluate customer job sites and machinery.
- Valid Driver's License, with acceptable motor vehicle report.
Benefits:
- Competitive salary and benefits.
- Paid time off and 12 paid holidays a year.
- Health, dental, and vision insurance.
- Company paid life insurance – 2x annual earnings.
- 401(k) Savings and Profit Sharing Plan.
- Education and training opportunities.
- Insurance designations encouraged with financial assistance available.
- Employee Fitness Program.
- Company Vehicle.
Customer Service Representative – Personal Lines
Reports To:
Personal Lines Supervisor & Commercial Lines Supervisor
Basic Function:
Provides efficient, professional, and courteous service to both Personal lines of the agency. Responsibilities include handling all aspects of service for a wide range of policy types, ensuring high-quality client support, retention, and cross-sell opportunities across both lines of business.
Key Responsibilities:
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Receive and record all client information necessary to process applications for new business, renewals, cancellations, and endorsements across Personal Lines.
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Compile coverage and rating information; research insurer underwriting criteria, coverage options, and premium data to provide clients with the best proposals.
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Maintain in-force files, process endorsements, and prepare policy renewals in a timely and accurate manner.
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Actively account-sell additional policies on existing accounts and consistently ask for referrals.
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Identify and forward personal insurance prospects to commercial producers and vice versa when cross-sell opportunities are present.
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Inform all clients of the agency’s Life Insurance Profit Center and assist in referring prospects to the appropriate department.
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Type binders and applications for insurance when necessary.
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Prepare agency billings when insurer does not direct bill; handle premium financing as required.
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Review policy expiration notices and follow up on non-renewed or cancelled policies; make all reasonable efforts to retain business.
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Contact clients on Notices of Cancellation and assist in keeping coverage in force.
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Type (or transcribe) general correspondence and maintain organized correspondence files.
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Provide support and assistance to clients with questions, concerns, or policy servicing needs, promoting agency goodwill.
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Uphold professionalism at all times and take full ownership of assigned responsibilities.
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Comply with all processing timelines and agency procedures (e.g., submissions, marketing, renewals).
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Perform other specific duties as assigned.
Minimum Qualifications:
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At least one (1) year of experience in insurance service, underwriting, rating, or as an Assistant CSR preferred.
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Previous claims experience a plus.
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Familiarity with both Personal and Commercial Lines insurance products and procedures.
License Requirements:
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Possession of a current Property & Casualty Insurance License is required.
About Our Client:
They prioritize a positive, welcoming, flexible, and growth-oriented work environment. Their clients span a wide range of industries, all with a shared need for an outsourced risk and insurance team that truly understands their risk management strengths, challenges, and opportunities. These industries include building materials, manufacturing, real estate, country clubs, restaurants, summer camps, swim schools, hedge funds, technology-driven organizations, and professional services, among others.
As our team continues to grow, we’re looking for a proactive and tech-savvy Commercial Lines Customer Service Representative (CSR). If you have a passion for supporting clients with risk management and insurance services as part of a dynamic and forward-thinking firm, we’d love to connect with you!
Position Overview:
This role supports a variety of small to mid-sized commercial accounts. It's ideal for someone with a broad understanding of commercial lines insurance. You’ll assist Account Managers by processing policy changes, maintaining accurate records in the agency management system (EPIC), and ensuring timely delivery of renewal applications and documentation.
The ideal candidate is comfortable using technology to streamline processes and deliver excellent service. You’ll work with modern tools and software to manage your workload effectively and efficiently.
They offer hybrid work flexibility, combining remote work with time in the office to provide the best of both worlds.
Key Responsibilities:
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Handle service requests for certificates, auto ID cards, and billing inquiries.
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Process binders, invoices, finance agreements, certificates, and auto ID cards.
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Track and confirm receipt of carrier policies, endorsements, and audits.
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Retrieve loss runs from carrier websites as needed or requested by clients.
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Resolve endorsement, billing, or cancellation issues directly with carriers.
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Maintain up-to-date client files within the agency management system.
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Collaborate with account managers, producers, and internal team members.
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Stay informed on industry trends, coverage options, and product updates.
Qualifications:
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High school diploma required; college degree a plus.
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2+ years of commercial lines insurance experience preferred.
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Proficient with EPIC/Applied.
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Strong understanding of property, liability, and commercial coverages.
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State insurance license required.
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Comfortable with technology, including Microsoft Office and agency management systems.
Benefits:
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Medical – IBC PPO Bronze HSA or IBC PPO Silver Classic
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Health Savings Account – IBC
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Guardian PPO Dental
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Guardian Group Life and AD&D
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Guardian Group Short-Term Disability
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Guardian Voluntary Life AD&D
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Retirement Plan – launching by end of June 2025
Senior Technical Specialist – Aviation Claims
Experience:
Minimum of 7+ years of claims experience required. Previous experience in aviation insurance or risk management is preferred. A pilot’s license is a plus.
Education:
Bachelor’s degree (4-year college degree) required.
Career Level:
Professional
Qualifications:
This position requires strong interpersonal, organizational, and communication skills. Candidates must be proficient in Microsoft Office and able to work effectively in a fast-paced, team-oriented environment. The ability to prioritize and manage fluctuating workloads is essential. Approximately 35% travel is required and may vary based on caseload.
Essential Duties and Responsibilities:
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Direct management of first- and third-party aviation claims from start to finish
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Inspect risks, assess damages, and accurately complete all phases of the adjusting process to ensure proper indemnification in accordance with policy coverages
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Review new losses, analyze coverage, initiate contact with relevant parties, and resolve any coverage issues
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Conduct on-site aircraft accident investigations and surveys of aircraft and property damage
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Communicate with policyholders, claimants, witnesses, attorneys, and others to gather necessary information, especially for contested claims
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Provide oversight and direction to panel attorneys handling litigated claims
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Prepare and submit detailed reports on investigative findings and claim settlements
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Report to management outlining key issues, evaluations, and recommended solutions
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Make underwriting recommendations for proper policy rating
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Apply knowledge of aviation industry practices and procedures throughout the claims process
JOB SUMMARY
We are looking to add to our Commercial Accounts team a dynamic, energetic, and team-oriented Account Manager. The successful candidate will provide quality, responsive assistance to the Account Executive while building and maintaining positive relationships with clients. The Commercial Account Manager must be well-organized and able to prioritize workflow while collaborating with the team to deliver outstanding customer service.
CORE RESPONSIBILITIES
Client Service:
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Maintain positive, long-term relationships with clients, insurance company representatives, and team members
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Provide value to clients by offering newly available coverages, identifying exposures, determining appropriate solutions, and advising the client
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Communicate with clients including answering questions and reviewing policy changes
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Educate clients about their coverages
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Assist clients in completing applications
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Review and send client endorsements and invoices
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Review and send insurance certificates
Quoting and Reviews:
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Function as first-line underwriters to qualify, maintain, and promote quality business
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Communicate and negotiate with underwriters on the client’s behalf
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Assist with quoting new business when required
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Perform insurer portal quoting or entry as needed
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Review renewals and existing coverage for accuracy
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Negotiate renewal terms and collaborate with the Account Executive to determine if another insurance company may be a better fit
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Remarket accounts when required
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Source, obtain, and provide additional information requested by underwriters
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Submit claims notices to insurance companies and follow up with clients and adjusters regarding claim status
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Stay current with insurer updates and changes
Support:
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Assist the Commercial Account Executive
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Follow up on client payments
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Maintain current client files
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Provide support across the insurance operations team as needed, including assisting other Account Managers with workload
QUALIFICATIONS & EXPERIENCE
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Experience as a Commercial Account Manager
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Active RIBO license
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Working knowledge of Epic and Policy Works is an asset
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Effective verbal and written communication skills
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Ability to work well under pressure with minimal supervision
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Commitment to a positive team dynamic
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Excellent time management and organizational skills
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High attention to detail and accuracy
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Ability to multi-task and meet time-sensitive deadlines
Product Management Specialist -
Position Overview
We are seeking a highly skilled and experienced Product Management Specialist to join our dynamic team in the specialty insurance sector. The ideal candidate will have expertise in both personal and commercial lines, with a proven track record of managing all phases of the insurance product life cycle, including rate, rule, and form.
Key Responsibilities
- Lead the development and management of insurance products from inception to end-of-life, ensuring alignment with company goals and regulatory requirements.
- Analyze market trends, competitor products, and customer needs to identify opportunities for new products or enhancements to existing products.
- Work with executive, underwriting, actuarial, and marketing teams to develop and improve insurance product offerings.
- Develop and maintain product documentation, including rate filings, policy forms, and underwriting guidelines.
- Monitor product performance and implement adjustments as needed to achieve business objectives and maintain competitiveness.
Qualifications
- Minimum of 5 years of experience in product management within the insurance industry, specifically with personal and commercial lines. Commercial lines focus is preferred.
- Comprehensive knowledge of insurance product life cycle management, including rate, rule, and form development.
- Strong analytical skills with the ability to interpret complex data and make data-driven decisions.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with various departments and stakeholders.
- Detail-oriented with strong organizational skills and the ability to manage multiple projects simultaneously.
- Proficiency in Microsoft Office Suite and familiarity with product management software tools.
- Knowledge of state and federal insurance regulations.
Preferred Qualifications
- Professional designations such as CPCU (Chartered Property Casualty Underwriter) or ARM (Associate in Risk Management).
- Experience with product management software and tools.
Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health, dental, and vision insurance plans.
- Retirement savings plan with company match.
- Generous paid time off and holiday schedule.
- Professional development opportunities and support for continuing education.
- Flexible work arrangements and a supportive work environment.
We are an equal opportunity employer and welcome applicants from all backgrounds to apply.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 140000 ) [ContactName] => William Kelso [ContactPhone] => (217) 753-2500 Ex. 130 [ContactEmail] => Bill.Kelso@spriska.com [DatePosted] => 2025-05-05T09:26:29 [City] => [State] => [PostalCode] => [Country] => [Status] => Available [ContactId] => 4220256316035 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 85000 ) [ShowOnWeb] => 1 [PositionId] => EB-1464917000 [LastModified] => 2025-05-05T09:27:40 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Product Management ) ) ) ) [14] => stdClass Object ( [JobId] => 151714217661371 [CompanyId] => 4220255721688 [CompanyName] => FCCI [Industry] => [JobType] => FullTimeRegular [JobTitle] => Corporate Underwriting Consultant [DegreeRequired] => [JobDescription] =>
Underwriting Consultant – Commercial Middle Market
The James Allen Companies, Inc. is seeking an experienced Underwriting Consultant to join a Corporate Underwriting Team on behalf of one of our valued clients. This is an excellent opportunity for an individual with strong technical expertise in a commercial middle market line of business or industry segment.
Key Responsibilities:
-
Establish and maintain adherence to risk appetite, risk selection, coverage analysis, underwriting guidelines, and underwriting authority for an assigned line of business or industry segment.
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Promote consistency in underwriting and pricing decisions and enhance monitoring standards to assess underwriting results at the portfolio level.
-
Manage underwriting authority and referral processes for the assigned business segment, providing subject matter expertise and support for complex cases.
-
Acquire and apply market intelligence to benchmark against peers and ensure a competitive advantage for agency partners.
-
Collaborate with Product leadership to develop new product ideas and review coverage language.
-
Support underwriting governance efforts by participating in underwriting audits, monitoring exception thresholds, and partnering with regional management teams on improvement plans.
Location: The preferred location for this role is Sarasota, with a hybrid work schedule (2 days remote/3 days onsite). Other potential locations include Lake Mary, Georgia, or the Southwest region.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 176546 ) [ContactName] => Chitarra Spannaus [ContactPhone] => [ContactEmail] => cspannaus@fcci-group.com [DatePosted] => 2025-04-29T08:59:13 [City] => Duluth [State] => GA [PostalCode] => 30096 [Country] => [Status] => Available [ContactId] => 165954180929998 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 114640 ) [ShowOnWeb] => 1 [PositionId] => EB-1532154291 [LastModified] => 2025-04-30T10:17:59 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Underwriting ) ) ) ) [15] => stdClass Object ( [JobId] => 377074462658578 [CompanyId] => 391859956495976 [CompanyName] => PIE Insurance [Industry] => [JobType] => FullTimeRegular [JobTitle] => Temporary HR Generalist / Interim HR Manager [DegreeRequired] => [JobDescription] =>Temporary HR Generalist / Interim HR Manager
Location: Remote (must be based in MTN, CST, or EST time zones
Schedule: Full-time (40 hours/week)
Duration: 6-month assignment
Start Date: Flexible (willing to wait 1–2 weeks for the right candidate)
Overview:
Our client, Pie Insurance, is seeking a highly skilled Temporary HR Generalist or Interim HR Manager for a six-month engagement. This fully remote role supports a fast-paced and tech-forward HR team. The ideal candidate will bring strong employee relations expertise, multi-state compliance experience, and fluency with modern HR platforms.
Key Responsibilities:
-
Conduct employee relations intakes and conversations
-
Perform exit interviews and document outcomes
-
Respond to front-line benefits and leave of absence inquiries
-
Coordinate and manage employee leaves using internal systems
-
Support HR compliance across multiple states, researching and advising on regulations as needed
-
Assist with engagement surveys and ATS workflows
-
Communicate regularly with internal teams via Slack and video meetings
Preferred Experience:
-
HR Generalist or Manager-level experience in dynamic environments
-
Strong background in employee relations
-
Familiarity with multi-state HR compliance (especially NY, NJ, CA, or other East Coast states)
-
Previous experience in high-intensity cultures with frequent video-based collaboration
Required Tools & Systems Experience:
-
Workday (must have)
-
Slack (camera on for daily meetings)
-
Google Suite (G-Suite)
-
Zoom (mandatory video participation)
-
JIRA (internal ticketing system)
-
CultureAmp (engagement surveys)
-
Greenhouse (ATS)
-
Tilt (leave management)
Ideal Candidate Attributes:
-
Strong communication skills (written and verbal)
-
High comfort level with technology and remote collaboration
-
Thrives in fast-paced, high-accountability settings
-
Adaptable and able to quickly understand new tools and processes
-
"Work smart and hard" mindset
Interview Process:
-
Initial screen with Amanda (People Partner)
-
Second round with an additional team member
Inland Marine Practice Manager
The James Allen Companies, Inc. is seeking an experienced Inland Marine Practice Manager on behalf of a valued client. This role offers a unique opportunity to lead, grow, and manage a Marine book of business and practice within a corporate underwriting team. The ideal candidate will bring subject matter expertise across multiple Inland Marine lines. Commercial Property underwriting experience is a plus.
Key Responsibilities:
-
Independently build and expand the Inland Marine lines of business.
-
Manage profitability, rate strategy, and retention for all Marine lines of business.
-
Develop and implement underwriting standards and pricing guidelines for Marine products.
-
Maintain the highest level of field authority for Marine underwriting.
-
Collaborate with IT teams to implement new technology platforms that support the growth of online Marine products.
-
Train, mentor, and serve as a technical resource for Inland Marine underwriting across the organization.
-
Oversee the quality assurance process for the Marine book of business.
Location: Preferred location is Sarasota, with a hybrid schedule (2 days remote/3 days onsite). Other potential locations include Lake Mary, Georgia, or offices in the Southwest or Midwest regions.
Qualifications:
Required:
-
Bachelor’s degree or equivalent combination of education and progressively responsible experience.
-
A minimum of eight years of Inland Marine underwriting experience.
-
Expert knowledge of the Inland Marine marketplace.
-
Expert understanding of underwriting processes, coverage structures, tools, and commercial insurance principles.
-
Strong knowledge of risk control and overall commercial insurance operations.
-
Excellent communication, negotiation, interpersonal, and organizational skills.
-
Advanced problem-solving and decision-making abilities.
-
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
Preferred:
-
Professional designations such as CPCU, CIC, or other advanced certifications.
Position Description: Commercial Lines (Senior) Account Executive – Can be either senior or regular, depending on experience.
About the Company:
Our client is an independent, full-service national brokerage firm specializing in all lines of insurance for a diverse portfolio of corporations.
Position Overview:
The Commercial Lines (Senior) Account Executive will manage a portfolio of small and middle-market clients across various industries, providing comprehensive insurance solutions and exceptional client service. This role requires expertise in Property & Casualty insurance products, strong industry knowledge, and the ability to collaborate effectively with clients, underwriting companies, and internal teams.
Key Responsibilities:
- Manage a book of business, including day-to-day service requirements, renewals, and (or) new business placement.
- Collaborate directly with clients to assess their needs and provide tailored insurance solutions.
- Work with underwriting companies such as Chubb, Hartford, Travelers, AIG, Hanover, and AmTrust, to name a few, to market and negotiate terms.
- Demonstrate expertise in Property & Casualty insurance products with a focus on industries such as Real Estate, Hospitality, Construction, Healthcare and Manufacturing.
- Utilize agency management systems like AMS 360 to maintain accurate and up-to-date records.
- Develop and maintain strong relationships with clients, carriers, and team members.
- Provide exceptional customer service, ensuring client satisfaction and retention.
- Stay informed about industry trends and emerging risks to provide proactive advice to clients.
Qualifications:
- 5+ years of experience working with small and middle-market clients with their insurance needs.
- Strong product knowledge.
- Established relationships with leading underwriting companies and wholesalers is a plus.
- Experience managing accounts in industries such as Real Estate, Hospitality, Construction, Healthcare, Technology, and Manufacturing.
- Proficiency with AMS 360 agency management system is a plus.
- Excellent interpersonal, written, and oral communication skills.
- Ability to work effectively in a collaborative team environment.
- Demonstrated problem-solving skills and a proactive approach to meeting client needs.
Benefits:
The position offers a competitive compensation package, including comprehensive benefits and opportunities for professional development within a dynamic, team-oriented environment.
Join the Team:
If you have a passion for providing top-tier client service and a track record of success in managing commercial insurance accounts, we invite you to explore this exciting opportunity.
Client Partnerships Manager – Parametric Risk Solutions
Join a dynamic start-up insurance company pioneering innovative parametric insurance products. As the company builds out its U.S. MGA operation with a focus on Property, including surplus lines, we are seeking a Client Partnerships Manager – Parametric Risk Solutions to support business development efforts by focusing on client relationship management, inside sales support, and portfolio oversight.
This role will be part of the Sales and Business Development Team involved in all aspects of developing a distribution plan, on boarding brokers and nurturing client relationships while providing seamless service across all parts of the broker and insured interaction with Mythen systems and products.
Key Responsibilities:
- Assist in identifying key distribution partners to reach sales goals while creating a diversified portfolio.
- Manage a production plant of brokers to sell parametric insurance products, with an emphasis on broadening the understanding of the products.
- Serve as the primary point of contact for brokers —handling inquiries, coordinating service delivery, and proactively identifying client needs.
- Educate clients and brokers on innovative parametric insurance solutions and support their onboarding and continued engagement.
- Assist in preparing and reviewing submission packages for the brokers while training them to use the Mythen Path to accomplish their needs.
- Coordinate internally to streamline workflows and improve processes related to client onboarding, submission handling, and platform setup.
- Partner with internal stakeholders to ensure smooth implementation of parametric insurance solutions.
- Conduct broker reviews, track broker performance, and prepare reports to inform internal stakeholders on your managed territory.
- Provide insightful analytical support related to client risks, structure options , and market trends.
- Collaborate with the product and underwriting teams to structure new parametric weather/climate insurance solutions tailored to client needs.
Qualifications:
- 5+ years of experience in insurance account management, client service, or inside sales.
- Active P&C license required; E&S license preferred.
- Experience with commercial property insurance or surplus lines strongly preferred.
- Strong relationship-building skills and client-facing experience.
- Excellent organizational and communication skills.
- Comfort working in a fast-paced, remote-first environment.
- Proficient in Microsoft Office Suite; ability to interpret technical and risk-related data.
- Interest in innovative insurance solutions and climate-related risk is a plus.
- Travel may be required for client meetings or industry events.
[Specialty] => [MaxSalary] => [ContactName] => Sandra DeSilva [ContactPhone] => [ContactEmail] => sdesilva@mythen.com [DatePosted] => 2025-04-14T16:02:14 [City] => [State] => FL [PostalCode] => [Country] => [Status] => Filled [ContactId] => 105864029286545 [MinSalary] => [ShowOnWeb] => [PositionId] => EB-7380638900 [LastModified] => 2025-04-28T11:06:34 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( ) ) ) ) [20] => stdClass Object ( [JobId] => 150061388344009 [CompanyId] => 4220255693513 [CompanyName] => BITCO INSURANCE Companies [Industry] => [JobType] => FullTimeRegular [JobTitle] => Risk Control Consultant [DegreeRequired] => [JobDescription] => Our client is seeking a Risk Control Consultant
located in or near Seattle WA. The carrier provides quality property and casualty insurance
services to specialized industries including construction, forest products and oil & gas. This is a remote
position with required overnight travel to customer job sites and offices.
Position Summary :
As part of the Risk Control team, this position will provide risk control services to customers in the
following territory: Northern OR, Washington & Northern ID
Primary Responsibilities:
• Evaluate exposure and exposure controls for current and prospective customers focusing on
Workers' Compensation, general liability, and Commercial Auto lines
• Identify and recommend risk improvements
• Prepare various risk control reports
• Conduct occasional safety meetings / training for customers
• Utilize product line expertise to ensure good loss experience outcomes
• Foster new business development through quality agency relationships and effective customer
interactions
• Help to mentor, train, and fill in for team members as needed
• Other responsibilities as assigned
Qualifications:
• Bachelor's Degree in Occupational Safety and Health or related field preferred
• 5+ years of experience as a Risk Control Consultant/Loss Control Consultant with experience in
the areas of DOT Fleet Safety, Commercial Construction; Forestry; Public Entities; or Oil and
Gas.
• Professional safety certification (CSP, ARM, or other) preferred; or willingness to obtain
• OSHA/MSHA/DOT knowledge preferred
• Progressive working knowledge of customer safety programs, state and federal regulations, and
general insurance and policy terms
• Good communication and mentoring skills; ability to convey knowledge to others
• Ability to develop and maintain good customer relations
• Effectively communicate in person, by telephone, and email with supervisors, co-workers,
customers and their representatives, and other third parties
• Ability to routinely bend, kneel, reach, climb, and walk around to evaluate customer job sites and
machinery
• Valid Drivers License, with acceptable motor vehicle report.
Salary Range: $85,000-$120,000, commensurate with experience.
Benefits:
• Competitive salary and benefits
• Paid time off and 12 paid holidays a year
• Health, dental, and vision insurance
• Company paid life insurance – 2x annual earnings
• 401(k) Savings and Profit Sharing Plan
• Education and training opportunities
• Insurance designations encouraged with financial assistance available
• Daily two-hour flexible start and end time for 7.5-hour workday
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Personal Lines CSR – Insurance Agency
We’re looking for a Personal Lines Customer Service Representative (CSR) who thrives on taking care of people. Whether it’s a client, a prospect, or someone who simply dialed the wrong number, your goal is to offer excellent service and leave every interaction better than you found it.
What You’ll Be Doing:
- Provide prompt, friendly service to existing personal lines clients via phone, email, or in-office visits
- Answer detailed questions on policy coverage, limits, and terms for personal insurance products (auto, homeowners, boat, etc.)
- Quote and process new and renewal business accurately, following agency guidelines and timelines
- Manage policy changes and endorsements, providing clients with helpful guidance and ensuring all documentation is completed
- Support clients through the claims process and provide status updates or direction
- Handle billing questions, process payments, and provide certificates and proof of insurance
- Answer a high volume of inbound calls and take clear, accurate messages when needed
- Complete internal or client-related projects as assigned, meeting all deadlines
What You Need to Bring:
- Minimum 3 years of experience in a personal lines insurance customer service
- Active P&C License
- Strong working knowledge of quoting auto and homeowners insurance
- AMS360 or equivalent experience
- High school diploma or equivalent required
- A customer-first mindset, excellent attention to detail, and a sense of urgency
Milwaukee WI area
Description
We are seeking a meticulous and highly skilled Property Field Claims Adjuster to join our dynamic team. In this role, you will investigate and assess property damage claims filed by policyholders. Your primary responsibilities will include evaluating damage across various types of properties such as residential, commercial, and farm properties, determining coverage, and negotiating settlements with insured parties or third-party claimants. The designated coverage area includes Jefferson, WI, and surrounding areas. A company vehicle, laptop, and mobile phone will be provided for work-related use.
Responsibilities
-
Analyze insurance policies, review claim forms, and investigate circumstances surrounding the loss to determine coverage and liability.
-
Assess property damage extent and calculate appropriate settlement amounts.
-
Prepare detailed reports documenting findings, including photographs, measurements, and estimated repair costs.
-
Maintain accurate records of all communications, transactions, and relevant documentation throughout the claims process.
-
Interact with policyholders, claimants, and other stakeholders professionally and empathetically, addressing questions and providing guidance on claims processes, coverage, and settlement procedures.
-
Negotiate with policyholders, contractors, and third-party claimants to reach fair settlement agreements, clearly explaining the settlement offer, including coverage limitations and applicable deductibles.
-
Collaborate with other departments such as underwriting, legal, and agents to ensure accurate claims assessment and compliance with policies and procedures.
-
Stay updated on relevant laws, regulations, and industry standards related to property insurance claims and ensure compliance with all applicable guidelines and procedures.
-
Perform other duties as assigned.
Qualifications
-
Bachelor’s degree in a relevant field such as insurance, risk management, or construction, or equivalent work experience may be considered.
-
Minimum of three years of experience as a Property Adjuster, preferably in a field-based role.
-
Familiarity with property insurance policies, claim investigation techniques, and industry standard software for documenting and estimating.
-
Solid understanding of construction principles and building materials.
-
Strong analytical and problem-solving abilities to assess property damage accurately, evaluate coverage, and negotiate settlements effectively.
-
Excellent verbal and written communication skills to interact with policyholders, claimants, and internal stakeholders, and to explain complex concepts clearly and concisely.
-
Strong customer service skills with a focus on providing a positive experience to policyholders throughout the claims process, and ability to handle challenging conversations with empathy.
-
Exceptional organizational and time management skills to handle multiple claims simultaneously, meet deadlines, and maintain accurate documentation.
-
Ability to perform the physical requirements of the job, such as climbing ladders, walking on roofs, working inside collapsed/burnt structures, and walking uneven terrain.
Preferred Qualifications:
-
Prior experience working with cause and origin experts.
-
Experience in handling recovery processes, including subrogation, contribution, and salvage.
-
Familiarity with multi-line claims adjusting.
-
HAAG Certification.
Title: Lead Underwriter/Hull, Marine Liability, Maritime
Job Description:
Duties:
- Underwrite and produce profitable Ocean Marine business within assigned territory
- Achieve corporate goals
- Produce, select and underwrite Inland Marine risks, including construction, transportation or other classes of Inland Marine
- Apply appropriate account selection, coverage and pricing techniques
- Monitor underwriting results, premium and loss trends within assigned book of business
- Establish and execute effective and efficient producer and client visits in order to maintain existing accounts and develop new business
- Lead active process for recruiting new business and renewal policy underwriting
- Responsible for underwriting an existing marine Book of Business which includes Hull, P/1 and Excess and Pollution
- Communicates with local network partners, brokers and Underwriters for information request and problem solving.
Responsibilities:
Sales Support: Responsible for supporting the Underwriter Assistant in the sales acquisition process through a variety of services that may include account coordination, new business and renewal policy essential services, report ordering, preliminary classification of new business, and data collection. Responsible for reviewing, rating and issuing policies. Applies screening criteria in accordance with guidelines. Communicates with customers to obtain needed and required underwriting information and resolves problems. Supports sales efforts and strategies.
Workload/Desk Management: Responsible for handling high volumes of transactions. Effectively balance quality, and timeliness while working alongside the Underwriter Assistant to Manage a Book of Business. Multi-task, prioritize and manage daily work activities. Maintain a professional/organized work area and book of business. Required
Qualifications:
- Understands and supports organizational vision and strategy while embracing change
- Will be licensed in multiple states including the Gulf Region
- Extensive knowledge of various insurance products and policies in the Marine Space
- Ability to determine best insurance policy for individual clients
- Experience with binding agreements
- Bachelor’s degree or equivalent business experience preferable.
- CPCU/insurance designations encouraged
- 2+ years of marine hull and liability underwriting experience
- Strong knowledge and technical expertise of commercial inland Marine exposures, risks, forms, coverages and market capabilities,
- Strong portfolio management, production, organization
- Stays current on issues potentially impacting work, including industry and marketplace trends, strategic direction of the organization, organizational structure and leadership, team goals, internal initiatives, etc.
- Understands and aligns own work plans, activities and decisions to help fulfill all commitments within established timeframes
- Listens carefully and asks probing questions to understand others' needs or perspectives (peers, business partners and customers}
- Speaks clearly and concisely to effectively convey information or express opinions; clearly explains complex or technical information in a way that is helpful to listeners
- Quickly comprehends written information and writes effective letters, emails, reports,
- Keep others informed so there are no unnecessary "surprises"
- Tailors communication content and method to the audience; anticipates how messages are likely to be received
- Prior Commercial Marine Underwriting Insurance industry experience as an Account Manager or Underwriting Assistant
- Functional knowledge of Marine/Commercial Lines rating experience
- Knowledge of the following commercial primary insurance coverage's: Hull, Liability Excess
- Strong Customer Service and Relationship Building skills
- Effective Communication Skills / Written and Verbal
- Good Automation Skills and strong technical ability
- Professional Demeanor
- Proficiency in Microsoft Word, Excel, Power Point and Software Applied Epic
- Ability to shift work efforts quickly and make decisions in a fast paced environment
located in or near Southern California. The carrier provides quality property and casualty insurance
services to specialized industries including construction, forest products and oil & gas. This is a remote
position with required overnight travel to customer job sites and offices.
Position Summary :
As part of the Risk Control team, this position will provide risk control services to customers in the
following territory: Southern Ca, Nevada, & Utah.
Primary Responsibilities:
• Evaluate exposure and exposure controls for current and prospective customers focusing on
Workers' Compensation, general liability, and Commercial Auto lines
• Identify and recommend risk improvements
• Prepare various risk control reports
• Conduct occasional safety meetings / training for customers
• Utilize product line expertise to ensure good loss experience outcomes
• Foster new business development through quality agency relationships and effective customer
interactions
• Help to mentor, train, and fill in for team members as needed
• Other responsibilities as assigned
Qualifications:
• Bachelor's Degree in Occupational Safety and Health or related field preferred
• 5+ years of experience as a Risk Control Consultant/Loss Control Consultant with experience in
the areas of DOT Fleet Safety, Commercial Construction; Forestry; Public Entities; or Oil and
Gas.
• Professional safety certification (CSP, ARM, or other) preferred; or willingness to obtain
• OSHA/MSHA/DOT knowledge preferred
• Progressive working knowledge of customer safety programs, state and federal regulations, and
general insurance and policy terms
• Good communication and mentoring skills; ability to convey knowledge to others
• Ability to develop and maintain good customer relations
• Effectively communicate in person, by telephone, and email with supervisors, co-workers,
customers and their representatives, and other third parties
• Ability to routinely bend, kneel, reach, climb, and walk around to evaluate customer job sites and
machinery
• Valid Drivers License, with acceptable motor vehicle report.
Salary Range: $85,000-$120,000, commensurate with experience.
Benefits:
• Competitive salary and benefits
• Paid time off and 12 paid holidays a year
• Health, dental, and vision insurance
• Company paid life insurance – 2x annual earnings
• 401(k) Savings and Profit Sharing Plan
• Education and training opportunities
• Insurance designations encouraged with financial assistance available
• Daily two-hour flexible start and end time for 7.5-hour workday
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About the job ____________________________________________________________
This position requires strong interpersonal, organizational, and communication skills. The candidate must have proficient computer skills, especially in Microsoft office products. A successful candidate will be able to work in a fast paced group environment, prioritize and handle fluctuating workloads. Our underwriters attend conferences and visit clients and insureds nationwide. Approximately 10% of the Underwriter’s time is dedicated to travel.
General responsibilities may include but are not limited to:
- Ensure underwriting practices are in compliance with Company guidelines and state/federal regulations.
- Use knowledge and judgment to evaluate aviation related exposures and determine acceptability and pricing of aviation risk.
- Comply with internal underwriting approval policy when quoting business.
- Develop and negotiate new business opportunities.
- Provide exceptional customer service to aviation insurance agents and brokers.
- Respond to inquiries from internal personnel and external customers.
- Evaluate correspondence, records and reports to properly process policies.
- Review assembled insurance policies, endorsements, invoices and certificates.
- Communicate errors, delays or other technical problems with senior staff.
- Face-to-face communication and presenting Company information to agents, brokers and producers is required.
- Data entry of monthly premium transactions.
- Respond to cancellation and loss run requests.
- Organize and maintain all files and records.
Senior Technical Specialist – Aviation Claims
Experience:
Minimum of 7+ years of claims experience required. Previous experience in aviation insurance or risk management is preferred. A pilot’s license is a plus.
Education:
Bachelor’s degree (4-year college degree) required.
Career Level:
Professional
Qualifications:
This position requires strong interpersonal, organizational, and communication skills. Candidates must be proficient in Microsoft Office and able to work effectively in a fast-paced, team-oriented environment. The ability to prioritize and manage fluctuating workloads is essential. Approximately 35% travel is required and may vary based on caseload.
Essential Duties and Responsibilities:
-
Direct management of first- and third-party aviation claims from start to finish
-
Inspect risks, assess damages, and accurately complete all phases of the adjusting process to ensure proper indemnification in accordance with policy coverages
-
Review new losses, analyze coverage, initiate contact with relevant parties, and resolve any coverage issues
-
Conduct on-site aircraft accident investigations and surveys of aircraft and property damage
-
Communicate with policyholders, claimants, witnesses, attorneys, and others to gather necessary information, especially for contested claims
-
Provide oversight and direction to panel attorneys handling litigated claims
-
Prepare and submit detailed reports on investigative findings and claim settlements
-
Report to management outlining key issues, evaluations, and recommended solutions
-
Make underwriting recommendations for proper policy rating
-
Apply knowledge of aviation industry practices and procedures throughout the claims process
General Summary
The Claims Manager ensures accurate and efficient property and casualty claims processing for municipal members in alignment with internal protocols and industry best practices. This role includes communication with members and stakeholders, as well as oversight of the claims staff.
Primary Responsibilities
In addition to managing an appropriate caseload of property and liability claims, the Claims Manager will:
-
Recruit, hire, and train claims adjusting staff
-
Lead, supervise, and provide professional guidance to the claims team
-
Provide oversight on individual claims and ensure quality file handling
-
Maintain and administer property and casualty claims protocols
-
Develop and implement procedures to improve efficiency and service quality
-
Conduct regular claim file reviews to ensure compliance with internal standards and industry best practices
-
Monitor caseload distribution and oversee the use of contract adjusters
-
Communicate with members, staff, and stakeholders to effectively manage claims
-
Analyze claim data and prepare performance reports to track trends and staff effectiveness
-
Recommend improvements to the risk management information system (RMIS) to enhance data quality and reporting
-
Coordinate activities with independent claims auditors and implement recommendations
-
Respond to member and claimant inquiries, including any escalated disputes or regulatory complaints
-
Review and approve invoices and claim payments for accuracy
-
Negotiate and settle claims within authority limits and escalate those above to the Administrator/CEO
-
Represent KCAMP at mediations, arbitrations, and settlement conferences
-
Deliver claim reviews to members and the Board of Trustees as needed
-
Report gaps in member exposure data to the Underwriting Manager
-
Perform other related duties as assigned
Analytical Requirements
-
Continuous analysis of data and trends influencing organizational policies and operational improvements
Decision-Making & Initiative
-
Exercises independent judgment within established guidelines
-
Provides expert-level consultation on operational issues
-
Develops new procedures and approaches as needed
Minimum Qualifications
-
Minimum 5 years’ experience in commercial property, liability, and auto claims adjusting
-
At least 2 years’ experience in a claims management or supervisory role
-
Strong experience in estimate review and electronic claims file maintenance
-
Bachelor’s Degree required; experience with public entities preferred
Licenses & Certifications
-
Valid driver’s license and insurance
-
Insurance/Claims designation a plus (e.g., AIC, CPCU, ARM)
Skills & Competencies
-
Strong knowledge of property & casualty coverages, federal/state claims laws, and industry best practices
-
Excellent supervisory, organizational, and time management skills
-
Strong verbal, written, and presentation skills
-
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
-
Ability to analyze information for sound decision-making
Work Environment & Travel
-
Office-based with up to 10% statewide travel, including overnight stays
-
Prolonged sitting and occasional standing while conducting training
-
Driving long distances to member sites
-
Occasional stooping, kneeling, and crouching
VP-Sales
JOB SUMMARY:
Responsible for overseeing all sales and marketing activity. This position is Chief Sales Representative for the firm with no sales representatives currently reporting directly to this position. Key mission of this position is to bring in new Title Insurance clients and assure that existing clients are kept happy.
Oversee all marketing in the company including (but not excluded to): advertising, sponsorships, community and professional organization interaction.
JOB FUNCTIONS:
• With the Senior Vice President, create overall sales and targeted marketing strategies to create detailed marketing and sales plans.
• Implement sales and marketing plans
• Put in place and make maximum use of, a CRM system appropriate to the business and size of company. Upgrade system and usage, when appropriate.
• With Senior Vice President. Set company, territory and personal sales targets on an annual and quarterly basis
• Report sales to the Senior Vice President weekly.
• Report budget weekly to Senior Vice President.
• Implement targeted marketing plan, recording and tracking activity and results of marketing efforts.
• Manage through the Senior Vice President of Operations, staff supporting the creation of marketing material and other marketing support activities.
• Keep abreast on all regulatory compliance and licensing issues and changes via professional meetings, networking activity and research. Update and keep informed, the President and all others in the Company that are impacted by regulatory issues.
• Maintain and work out of Manhattan satellite office at appropriate level based on sales goals
CORE COMPETENCIES/PERSONAL CHARACTERISTICS:
1. Strong knowledge of title insurance and products, geographic sales growth opportunities and client/prospect needs.
2. Ability to identify trends and changes in the industry in order to optimize company growth.
3. Solid understanding of effective sales strategies and techniques,
4. Strong interpersonal and relationship building skills with uncompromising Customer Service orientation
5. Highly results-and profit-oriented
6. Willingness to work evening hours to meet and build relationships with prospective clients
7. Ability to understand and use fundamental business metrics and analytics
8. Excellent communication and teamwork skills
9. Demonstrated tactfulness, maturity and flexibility
10. Organized and detail oriented
11. Ability to multi-task
LEVEL OF AUTHORITY:
This position reports directly to the Senior Vice President. The Vice President of Sales and Marketing has the authority to make all day-today decisions in carrying out efforts to meet sales and marketing goals within reason. Weekly consultation with Senior Vice President to report sales and marketing performance, as well as to brainstorm and decide upon sales and marketing strategy going forward. [Specialty] => [MaxSalary] => [ContactName] => Mark Daddona [ContactPhone] => [ContactEmail] => mdaddona@homeabstractcorp.com [DatePosted] => 2025-04-16T09:46:44 [City] => Brooklyn [State] => NY [PostalCode] => 11209 [Country] => [Status] => Available [ContactId] => 190609164478792 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 90000 ) [ShowOnWeb] => 1 [PositionId] => EB-9306323312 [LastModified] => 2025-04-16T09:52:46 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Title Insurance ) ) ) ) [29] => stdClass Object ( [JobId] => 815323053500621 [CompanyId] => 590590239591115 [CompanyName] => KCAMP [Industry] => [JobType] => FullTimeRegular [JobTitle] => Litigation Manager [DegreeRequired] => [JobDescription] =>
General Summary
The Litigation Manager investigates and adjusts tort liability claims for municipal members in accordance with internal claims protocols and industry best practices. This role also manages contract defense counsel following the organization’s litigation management guidelines and is responsible for maintaining strong relationships with pool members, the Board of Trustees, and service providers.
Primary Responsibilities
-
Develop and maintain tort liability claim protocols
-
Log claims and create case files
-
Set and monitor case reserves
-
Contact injured parties
-
Conduct investigations to assess liability, damages, coverage applicability, potential defenses, and subrogation
-
Make timely and accurate coverage determinations and communicate limitations to members
-
Maintain regular communication with members on claim status
-
Maintain diaries and clearly document claim status and plans of action
-
Assign litigated cases to approved defense counsel
-
Collaborate with defense counsel on litigation strategy
-
Manage cases within budget
-
Represent the pool at mediations, arbitrations, and settlement conferences as needed
-
Recommend settlements to the Administrator/CEO
-
Present claim reviews to the Board of Trustees
-
Monitor and evaluate defense counsel performance
-
Identify claims that can be resolved and closed
-
Conduct statistical analysis and prepare reports on litigation effectiveness
-
Perform other duties as assigned
Work Direction & Initiative
-
No daily direction required; expected to work independently
-
Requires continual analysis of data affecting organizational policy
-
Provides expert consultation to management
-
Independent action and new approaches may be necessary within the field
Minimum Qualifications
-
Minimum 5 years’ experience in liability claims handling and litigation management
-
Experience maintaining electronic files in a claims management information system
-
Bachelor’s Degree required; experience with public entities preferred
-
Experience with property and auto claims is a plus
Licenses & Certifications
-
Valid Driver’s License and Insurance
-
Kansas Insurance Agent’s License preferred
-
Insurance/Claims designation (e.g., CPCU, AIC) is a plus
Skills & Competencies
-
Strong knowledge of:
-
Tort law
-
Property & casualty insurance
-
Relevant federal and state laws
-
Claims best practices
-
Investigation and negotiation techniques
-
-
Excellent leadership and communication skills
-
Strong analytical and decision-making abilities
-
Proficient in Microsoft Office (Word, Excel, PowerPoint)
-
Outstanding written and verbal presentation skills
-
Strong organizational and time management skills
Customer Service Representative – Personal & Commercial Lines
Reports To:
Personal Lines Supervisor & Commercial Lines Supervisor
Basic Function:
Provides efficient, professional, and courteous service to both Personal and Commercial Lines clients of the agency. Responsibilities include handling all aspects of service for a wide range of policy types, ensuring high-quality client support, retention, and cross-sell opportunities across both lines of business.
Key Responsibilities:
-
Receive and record all client information necessary to process applications for new business, renewals, cancellations, and endorsements across both Personal and Commercial Lines.
-
Compile coverage and rating information; research insurer underwriting criteria, coverage options, and premium data to provide clients with the best proposals.
-
Maintain in-force files, process endorsements, and prepare policy renewals in a timely and accurate manner.
-
Actively account-sell additional policies on existing accounts and consistently ask for referrals.
-
Identify and forward personal insurance prospects to commercial producers and vice versa when cross-sell opportunities are present.
-
Inform all clients of the agency’s Life Insurance Profit Center and assist in referring prospects to the appropriate department.
-
Type binders and applications for insurance when necessary.
-
Prepare agency billings when insurer does not direct bill; handle premium financing as required.
-
Review policy expiration notices and follow up on non-renewed or cancelled policies; make all reasonable efforts to retain business.
-
Contact clients on Notices of Cancellation and assist in keeping coverage in force.
-
Type (or transcribe) general correspondence and maintain organized correspondence files.
-
Provide support and assistance to clients with questions, concerns, or policy servicing needs, promoting agency goodwill.
-
Uphold professionalism at all times and take full ownership of assigned responsibilities.
-
Comply with all processing timelines and agency procedures (e.g., submissions, marketing, renewals).
-
Perform other specific duties as assigned.
Minimum Qualifications:
-
At least one (1) year of experience in insurance service, underwriting, rating, or as an Assistant CSR preferred.
-
Previous claims experience a plus.
-
Familiarity with both Personal and Commercial Lines insurance products and procedures.
License Requirements:
-
Possession of a current Property & Casualty Insurance License is required.
Our client is on the lookout for a dedicated Underwriter to join their growing team. With a presence across 11 branch offices in 10 states, our client offers top-notch insurance solutions to specialized industries including construction, forest products, and oil & gas. This role allows for a hybrid work schedule, with necessary business travel to office locations and customer sites.
Position Summary: The Underwriter will assess commercial insurance applications within the Construction and Forest Products industries, aiming to underwrite new and renewal business from an assigned group of agencies efficiently and accurately.
Primary Responsibilities:
-
Make decisions on accepting, declining, or modifying insurance applications, and manage changes during the policy period, understanding the company's target programs and coverage.
-
Quote and negotiate prices on new and renewal business, understanding statutory requirements, ISO, company and NCCI coverage forms, and endorsements along with commercial line reference manuals, including Best’s Underwriting Guide.
-
Manage and develop agency relationships, including prospecting new agencies, agency appointments, growth, and development, and maximizing agency profit sharing opportunities.
-
Conduct necessary travel for sales and marketing activities, territory maintenance, meetings, or as required by the position.
-
Engage in new business solicitation and renewal retention through effective presentations to agencies and customers.
-
Develop business in an assigned territory, achieving profitable underwriting results, sales development, and customer service.
-
Formulate sales budgets and objectives to support business planning for assigned accounts and territory, including setting premium and loss ratio goals, agency and prospecting calls, and business forecasting.
-
Work within stated levels of authority and company guidelines, seeking exceptions as needed with appropriate data support.
-
Identify and act on changes in customer operations or financial conditions.
-
Maintain and promote profitable business relationships, coordinating claims, risk control, and premium audit service plans.
-
Stay updated on corporate, regulatory, and competitive changes in the lines of business written.
-
Undertake additional duties as assigned.
Qualifications:
-
Bachelor's Degree in Finance, Insurance, Risk Management, or a related Business field is preferred; or equivalent experience.
-
Minimum of 5 years' experience in:
-
Field Underwriting – particularly in Construction, Forest Products, Manufacturing, Oil & Gas.
-
Underwriting New & Renewal Business – determining pricing and understanding policy forms and coverages.
-
Analyzing & Managing Exposures – developing action plans for risk management.
-
Agency Management – including growth and development, prospecting, appointment, and maximizing opportunities.
-
-
Experience in external sales, cultivating new business while retaining current customers through effective presentations.
-
Eligibility to work in the United States.
-
Valid Driver's License with an acceptable Motor Vehicle Report.
Benefits:
-
Competitive salary and comprehensive benefits package.
-
Generous paid time off plus 12 paid holidays annually.
-
Health, dental, and vision insurance.
-
Company-paid life insurance – 2x annual earnings.
-
401(k) Savings and Profit Sharing Plan.
-
Opportunities for education and training; financial assistance for insurance designations.
-
Flexible daily start and end times for a 7.5-hour workday.
-
Employee Fitness Program.
Job Title: Senior Underwriting Clearance Officer
Location: New York Area
Job Type: Full-time
Description: Our client is seeking a highly skilled and experienced Senior Underwriting Clearance Officer to join our dynamic team. In this critical role, you will be responsible for reviewing residential and commercial title documents, surveys, and preparing zoning lots. The successful candidate will work closely with clients, underwriters, other title agencies, and internal departments such as recording and escrow to ensure the clearance of files and resolve any title-related issues.
Key Responsibilities:
-
Read and analyze residential and commercial title documents and surveys.
-
Prepare zoning lots and ensure compliance with local regulations.
-
Collaborate with clients, underwriters, and other title agencies to clear files efficiently.
-
Liaise with the recording and escrow departments to address title issues, including the correction, preparation, and procurement of missing or amended documents.
-
Communicate with title closers to resolve any closing issues promptly.
-
Assist in the repair and prevention of title claims, including attending hearings and depositions as required.
Requirements:
-
Minimum of 5 years of experience in Title Insurance, specifically within the New York area.
-
Proven ability to handle a high volume of emails and calls.
-
Exceptional multitasking and organizational skills.
-
Strong communication and interpersonal skills, capable of working effectively with various stakeholders.
-
Detail-oriented with a strong focus on accuracy and problem-solving.
-
Proficient in title insurance software and Microsoft Office Suite.
Preferred Qualifications:
-
Bachelor’s degree in Law, Real Estate, or a related field.
-
Experience in attending hearings and depositions related to title claims.
Benefits:
-
Competitive salary and benefits package.
-
Opportunities for professional growth and development.
-
Dynamic and supportive work environment.
Hybrid work environment
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 175000 ) [ContactName] => Clifford Gelbard [ContactPhone] => (516) 358-0505 [ContactEmail] => cgelbard@intracoastalabstract.com [DatePosted] => 2025-04-04T12:22:59 [City] => Floral Park [State] => NY [PostalCode] => 11001 [Country] => [Status] => Closed [ContactId] => 860071728752820 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 150000 ) [ShowOnWeb] => [PositionId] => EB-9068169510 [LastModified] => 2025-04-10T09:17:28 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Title Insurance ) ) ) ) [33] => stdClass Object ( [JobId] => 144506729617885 [CompanyId] => 135547961019461 [CompanyName] => Premins Company [Industry] => [JobType] => FullTimeRegular [JobTitle] => Premium Finance Senior Account Manager [DegreeRequired] => [JobDescription] =>Responsibilities
Engage with customers, insurance brokers, and insurance companies to provide expert information, resolve inquiries and issues, and ensure top-tier service through phone and email interactions.
Actively communicate and collaborate with team members and managers to maintain efficient workflow and high-quality service delivery.
Proactively conduct outbound calls to insurance brokers for account reviews, following up on quoted financing interests and understanding their needs and preferences.
Liaise with insurance companies to gather necessary account information, ensuring accuracy and completeness of data.
Maintain and update customer records with precision, reflecting all interactions and transactions.
Expertly navigate and assist customers with internal and external proprietary software, providing solutions for common technical issues.
Contribute to team efforts by supporting colleagues and managers in various capacities, adapting to emerging tasks and needs.
Gain a comprehensive understanding of the interplay between the insurance industry and premium finance sector.
Foster and maintain robust relationships with general agencies and insurance carriers, streamlining the loan management process.
Apply keen judgment and expertise in underwriting a range of premium finance loans, including commercial, personal, and assigned risk loans.
Qualifications:
Strong verbal and written communication skills, capable of engaging effectively with diverse stakeholders.
Experience in customer service, demonstrating a track record of successful client interactions.
Proficiency in Microsoft Windows, Word, Excel, and email.
A proactive approach with excellent prioritization skills to manage varied responsibilities efficiently.
Exceptional ability to build and maintain client relationships, underpinned by superior customer service skills.
A foundational understanding of accounting principles is advantageous.
Bilingual in English and Spanish- Required
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 110000 ) [ContactName] => Jeremy Bemak [ContactPhone] => [ContactEmail] => jeremy@preminsco.com [DatePosted] => 2025-01-22T11:21:36 [City] => Brooklyn [State] => NY [PostalCode] => 11230 [Country] => [Status] => Filled [ContactId] => 502581188297337 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 80000 ) [ShowOnWeb] => 1 [PositionId] => EB-5026344455 [LastModified] => 2025-04-07T10:44:44 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Customer Service ) ) ) ) [34] => stdClass Object ( [JobId] => 134824447358768 [CompanyId] => 801309396160356 [CompanyName] => Optimyl Benefits [Industry] => [JobType] => FullTimeRegular [JobTitle] => Small Group Underwriter [DegreeRequired] => [JobDescription] =>Let's change healthcare together!
We are revolutionizing the healthcare landscape for small employers by providing accessible, high-quality, and easy-to-use healthcare plans. Drawing from deep experience working with small employers, we deliver plans crafted specifically for them, finding the right balance. Our mission is ambitious, and we're already making waves. Through our innovative solutions, we empower businesses to offer competitive benefits packages that improve the lives of their employees and their families. By joining our team, you'll have the opportunity to make a tangible impact while honing your skills alongside a supportive and talented group of professionals.
Job Summary
We are seeking a Small Group Underwriter to price, quote, and analyze the structure of a contract and policy for a group employer based on group demographics, medical questionnaires, claims experience, and other characteristics of each unique risk. The position:
- Uses discretion of Underwriting authority within established policies and ensures appropriate levels of profitability and growth over time.
- Identifies when to decline quotes that do not fit the overall strategy and risk structure.
- Analyzes risk factors for new business enrollment, annual renewals, and amendments in conformance with established underwriting policies, practices, and standards.
- Analyzes associated policies, guidelines, and market data to improve risk management, gain appropriate enrollment, or manage existing membership.
- Analyzes data such as financial conditions of the organization, participation percentage, type of industry, characteristics of employee groups, and individual participants' past claim experience to determine benefits and set rates.
- Prepares reports and provides rationale and support regarding underwriting results, rate computations, and financial activity.
- Provides expense estimates and accurate analysis of financial exhibits.
Essential Responsibilities:
- Responsible for a book of business, renewing accounts, and writing new business at profitable levels to help achieve overall business targets or assigned volume of new applications or RFPs.
- Uses various systems, tools, and resources to obtain necessary data and accurately complete and track assigned work.
- Evaluates eligibility of groups and participating employees for new business quotes and mid-year additions.
- Calculates rates, evaluates different financial arrangements, interprets pricing policy, and adapts to unusual situations.
- Identifies questionable claim patterns and evaluates competitor claims experience, developing recommendations to address these issues.
- Applies corporate risk management policies and adjusts for unusual situations.
- Enforces business rules (participation, product availability, etc.) and ensures compliance.
- Supports internal initiatives, including underwriting policies, fraud detection, corporate compliance, and product development.
- Completes renewals, prospective quotes, and review of lower-level analyst (Underwriting Assistant) work according to production and timeliness standards.
- Communicates policy recommendations and influences Sales teams towards appropriate risk solutions.
Ideal Profile:
- Bachelor’s degree in mathematics, Actuarial Science, Finance, Business, Computer Science, or other quantitative analysis discipline, or 4 years of relevant progressive experience.
- 2-3 years in Underwriting self-funded or small group.
- Strong interaction with internal departments and external stakeholders.
- Proficient in applicable computer systems and applications.
- Independent worker with the ability to manage routine to complex projects.
- Ethical business practices with adherence to privacy and confidentiality policies.
- Strong problem-solving, organizational, and negotiation skills.
- Excellent math aptitude for completing analysis.
Why Join Our Team?
We are committed to providing affordable, high-quality, and easy-to-use healthcare plans for small employers. Here's why you should consider joining our team:
- Competitive Pay and Benefits: We offer a competitive salary and attractive benefits, including life insurance, short-term disability, long-term disability, vision, dental, medical coverage, and a 401K plan with employer matching.
- Opportunities to Grow: We support professional development and offer opportunities to grow within the company.
- Collaborative Culture: Our work environment encourages collaboration and open communication.
- Location Flexibility: We offer location flexibility to support work-life balance.
- Generous Leave Policies: Enjoy 11 paid holidays, 15 days of paid vacation, and 8 paid sick days.
Position Title: Commercial Lines Account Manager
Position Summary:
We are seeking a Commercial Lines Account Manager to join our full-service insurance agency. The ideal candidate will be responsible for servicing an existing book of business, maintaining client relationships, and assisting with new business development in the commercial lines department.
Company Description:
Established in 1982, our full-service insurance agency has been providing high-quality insurance solutions to clients for over 30 years. We pride ourselves on excellent customer service, industry expertise, and a commitment to meeting the unique insurance needs of each client.
Responsibilities:
- Service an existing book of business, including policy renewals, endorsements, and claims processing
- Build and maintain strong client relationships through proactive communication and exceptional customer service
- Assist with new business development, preparing proposals, and issuing new policies
- Collaborate with producers and underwriters to provide comprehensive insurance solutions to clients
- Stay current on industry trends, changes in insurance regulations, and updates in coverage options
- Maintain accurate client records and documentation in agency management system
- Handle client inquiries and resolve any issues or concerns in a timely and professional manner
Desired Experience and Skills:
- 3+ years of experience in commercial lines insurance, with a strong understanding of commercial property and casualty products
- Proven track record of successfully managing a book of business.
- Excellent communication skills, both written and verbal, with the ability to interact effectively with clients, colleagues, and underwriters
- Strong attention to detail and organizational skills, with the ability to multitask and prioritize workload effectively
- Proficiency in insurance agency management systems, Microsoft Office Suite, and other relevant software programs
- Ability to work independently and as part of a team in a fast-paced, deadline-driven environment
- Active insurance license in the state of Pennsylvania required, with additional industry certifications a plus (CISR, CIC, etc.)
Hybrid Work arrangement after training
We offer competitive compensation, benefits, and opportunities for professional development and growth.
This position provides key support in the handling of claims across multiple lines of coverage, with a focus on Liability. This includes assessing claim coverage, liability, legal and damage issues, and investigating, evaluating, and effectively resolving all assigned claims in a timely manner according to company and regulatory guidelines. Provides a high level of customer service to internal and external business partners.
Primary Responsibilities:
• Review, analyze, and interpret policy conditions, exclusions and endorsements to resolve coverage and liability issues for assigned claims
• Review and evaluate claim reserves to ensure that the respective reserve properly reflects the potential exposure
• Investigate claims to evaluate coverage and legal issues, which may include meeting with Insureds and witnesses, and obtaining statements, records, and other evidentiary materials
• Provide proper documentation and reporting of investigation and claims handling activities
• Negotiates and resolves claims with claimants and insureds and provides appropriate claims resolution documents
• Provides direction to and management of independent adjusters and other third parties retained to assist in a particular claim
• Perform other duties as assigned
Qualifications:
• Minimum of 3 years of experience with the following:
o Coverage Review – interpreting policies, agreements and disclaimers
o Claims Investigation – Statements, authorizations, retention of qualified experts
o Claims Administration – Reports, review reserves, compliance knowledge of laws and procedures
o Claims Settlement – Preparation of releases and proof of loss statements
• Must be service-oriented, with the ability to provide prompt, efficient, and effective claims and customer service
• Proven ability to develop and maintain good working relationships with customers and co-workers, both internal and external
• Ability to clearly, accurately, and effectively communicate, both orally and in written correspondence and both internally and externally, including with our customers, claimants, and members of the public
• Good negotiation skills
• Excellent judgement and decision making skills
• Must be able to travel between different off-site locations or overnight in an expeditious manner
• Experience in handling liability claims in FL, AL, GA, SC, NC, VA, PA
• Valid Driver's License with acceptable motor vehicle report
• Must be legally authorized to work in the United States
Benefits:
• Competitive salary and benefits
• Paid time off and 12 paid holidays a year
• Health, dental, and vision insurance
• Company paid life insurance – 2x annual earnings
• 401(k) Savings and Profit Sharing Plan
• Education and training opportunities
• Insurance designations encouraged with financial assistance available
• Daily two-hour flexible start and end time for 7.5-hour workday
Employee Fitness Program [Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 85000 ) [ContactName] => Angelique Payne [ContactPhone] => (309) 786-5401 [ContactEmail] => angelique.payne@bitco.com [DatePosted] => 2025-01-24T09:22:31 [City] => Duluth [State] => GA [PostalCode] => 30096 [Country] => [Status] => Filled [ContactId] => 111571956434366 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 60000 ) [ShowOnWeb] => 1 [PositionId] => EB-6238450815 [LastModified] => 2025-03-31T09:45:57 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Claims ) ) ) ) [37] => stdClass Object ( [JobId] => 599022277502595 [CompanyId] => 4220255776658 [CompanyName] => Rural Mutual Insurance Company [Industry] => [JobType] => FullTimeRegular [JobTitle] => Commercial Insurance (Field) Underwriter [DegreeRequired] => [JobDescription] =>
Description
An excellent opportunity is available for a skilled underwriter with expertise in property & casualty commercial and/or farm insurance to join the territorial/commercial and farm underwriting team of a financially stable and thriving insurance firm. This position offers the flexibility of remote work along with attractive perks such as a company car, laptop, and smartphone.
Responsibilities
-
Evaluate farm and commercial risks for acceptance, rejection, or modification in accordance with company procedures and guidelines. This includes physical inspections of these risks and providing risk management information to agents, policyholders, and/or prospects.
-
Prepare complete instructions for the rating and issuance of new policies.
-
Apply and substantiate Individual Rate Modification for farm and commercial policies (except Worker’s Compensation).
-
Participate in agent training.
-
Develop and maintain a weekly schedule of fieldwork, involving travel to counties within an assigned territory, while ensuring office availability for completion of reports, applications, and communication with the home office and agents.
-
Fulfill other duties as assigned.
Qualifications
-
A minimum of 3 years of farm and/or property/casualty underwriting experience.
-
Demonstrated superior communication skills.
-
Proven ability to be a strong team player.
-
Self-motivation with demonstrated capability to work independently.
-
Basic understanding of construction types for buildings and basic mechanical systems (plumbing, heating, and electrical).
-
Proficiency in operating a personal computer, including experience with Microsoft Office.
-
Possession of a valid driver’s license.
-
Additional education in CPCU or other industry-related coursework is preferred.
-
A Bachelor’s degree in insurance, business, or a related field is preferred.
-
Bilingual abilities (Spanish, Hmong, etc.) are considered a plus.
Property Insurance Field Claims Adjuster
Location: Jefferson, WI, US
Description
A meticulous and highly skilled Property Field Claims Adjuster is sought to join a dynamic team. This role involves investigating and assessing property damage claims filed by policyholders. Responsibilities include evaluating damage across various property types such as residential, commercial, and farm properties, determining coverage, and negotiating settlements with insured parties or third-party claimants. The designated coverage area includes Jefferson, WI, and surrounding areas. A company vehicle, laptop, and mobile phone will be provided for work-related use.
Responsibilities
-
Analyze insurance policies, review claim forms, and investigate circumstances surrounding the loss to determine coverage and liability.
-
Assess the extent of property damage and calculate appropriate settlement amounts.
-
Prepare detailed reports documenting findings, including photographs, measurements, and estimated repair costs.
-
Maintain accurate records of all communications, transactions, and relevant documentation throughout the claims process.
-
Professionally and empathetically interact with policyholders, claimants, and other stakeholders, addressing questions and providing guidance on claims processes, coverage, and settlement procedures.
-
Negotiate with policyholders, contractors, and third-party claimants to reach fair settlement agreements, clearly explaining the settlement offer, including coverage limitations and applicable deductibles.
-
Collaborate with other departments such as underwriting, legal, and agents to ensure accurate claims assessment and compliance with policies and procedures.
-
Stay updated on relevant laws, regulations, and industry standards related to property insurance claims and ensure compliance with all applicable guidelines and procedures.
-
Perform other duties as assigned.
Qualifications
-
A Bachelor’s degree in a relevant field such as insurance, risk management, or construction, or equivalent work experience may be considered.
-
A minimum of three years of experience as a Property Adjuster, preferably in a field-based role.
-
Familiarity with property insurance policies, claim investigation techniques, and industry standard software for documenting and estimating.
-
A solid understanding of construction principles and building materials.
-
Strong analytical and problem-solving abilities to assess property damage accurately, evaluate coverage, and negotiate settlements effectively.
-
Excellent verbal and written communication skills to interact with policyholders, claimants, and internal stakeholders, and to explain complex concepts clearly and concisely.
-
Strong customer service skills with a focus on providing a positive experience to policyholders throughout the claims process, and ability to handle challenging conversations with empathy.
-
Exceptional organizational and time management skills to handle multiple claims simultaneously, meet deadlines, and maintain accurate documentation.
-
Ability to perform the physical requirements of the job, such as climbing ladders, walking on roofs, working inside collapsed/burnt structures, and walking uneven terrain.
Preferred Qualifications:
-
Prior experience working with cause and origin experts.
-
Experience in handling recovery processes, including subrogation, contribution, and salvage.
-
Familiarity with multi-line claims adjusting.
-
HAAG Certification.
A growing middle-market commercial lines agency in Southeast Florida needs an experienced Commercial
Lines Account Manager for this REMOTE opportunity.
Job Description:
The primary function of this position is to provide quality service to clients. The Account Manager will be the day-to-day
liaison between the insurance company, agent, and clients.
Daily servicing of clients will include addressing various coverage issues, and handling all the inside service work
associated with the clients' account, including all endorsement activity, routine coverage questions, problem solving,
renewals, checking and binding of policies and certificates.
Job Duties:
• Build and maintain relationships with clients.
• Provide consistent, accurate, and timely communication to clients through verbal and written
correspondence.
• Inform and educate clients about coverage, exclusions and exposures, document electronic files
accordingly.
• Maintain client files in AMS360 and use AMS360 for processing all transactions.
• Process daily incoming e-mail, and phone requests, responding promptly and appropriately.
• Handle cancellations with care, and act to save accounts (if applicable) and notify the producer.
• Create renewal proposals and complete applications, submit them to insureds and carriers (or marketing
department); follow up to ensure timely responses.
• Provide support to Producers (renewal meetings, proposals, suspense items etc.) to help clients.
• Assist clients in making appropriate coverage changes; inform and educate clients about coverages,
exclusions, exposures, and audits and document AMS360 accordingly.
• Renew and re-market accounts as needed in conjunction with agency procedures.
• Maintain client files accurately and consistently documenting conversations, sending confirmations to
clients, adhering to all other automation procedures.
• Order and issues binders, certificates, policies, endorsements, and other related items; verify their
accuracy; forward them to client with appropriate correspondence.
• Review audits of policies; verify accuracy and facilitate corrections between client and carrier.
• Process Agency and Direct Bill invoices by verifying invoice accuracy and input into AMS360 per agency
procedures.
• Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions
and other responsibilities.
• Quote and create finance contracts with First Insurance Funding.
• Other duties as assigned.
Position Requirements:
• 5 + years’ experience as a Commercial Lines Account Manager and currently hold a P&C license. A
Florida 220 with Florida market experience is preferred, surplus lines a plus.
• A thorough understanding of commercial insurance underwriting, coverage and rate analysis. Experience
with Ocean Marine and Transportation/Trucking preferred.
• Ability to communicate insurance coverage and terms clearly to clients and underwriters.
• Keep informed regarding industry information and new product information.
• Strong written and verbal communication skills.
• Ability to organize, prioritize and self-manage workload in a remote setting.
• Technically savvy with advanced level experience using Microsoft Outlook, Word, Excel, Teams, Vertafore
AMS360, Insurlink, ePay and DocuSign.
• Ability to work in a remote team environment, with a positive attitude, and willingness to help others.
• Able to work under pressure and time constraints in a fast-paced environment with significant telephone
and virtual interruptions.
• Reliable with prompt and punctual attendance.
Benefits and Compensation:
• Competitive Base Salary
• Opportunity for commission on New Business
• Bonus Opportunities
• Generous Paid Time Off Package including vacation, holiday, sick and personal days.
• Medical, Dental and Vision benefits-100% paid by employer for employee coverage; dependent
coverage available via pre-tax payroll deductions.
• Life & LTD benefits [Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 85000 ) [ContactName] => Kimberly Collins [ContactPhone] => [ContactEmail] => kcollins@bigriskmanagement.com [DatePosted] => 2025-03-24T15:03:09 [City] => [State] => FL [PostalCode] => [Country] => [Status] => Available [ContactId] => 154846522071511 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 65000 ) [ShowOnWeb] => 1 [PositionId] => EB-2942319824 [LastModified] => 2025-03-24T15:05:33 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Customer Service ) ) ) ) [40] => stdClass Object ( [JobId] => 999421981954496 [CompanyId] => 479837023244490 [CompanyName] => Steamboat Group [Industry] => [JobType] => FullTimeRegular [JobTitle] => Compliance Manager [DegreeRequired] => [JobDescription] =>
Summary
The Compliance Manager is responsible for keeping abreast of the constantly changing insurance regulatory requirements and making sure the company meets our insurance compliance obligations with all states. The Compliance Manager will manage insurance regulatory monitoring for all business units.
Duties and Responsibilities
· Perform due diligence for insurance markets, MGAs, and retail insurance agents
· Support a proactive approach toward investigation and resolving potential compliance issues
· Serve as point of contact with Business Units’ operational teams in ensuring appropriate compliance operating procedures are in place
· Plan, implement, and conduct department education programs and training sessions needed to ensure compliance knowledge transfer
· Conduct insurance compliance risk assessments/audits, review, and monitoring plans to evaluate the effectiveness of first line compliance operating procedures including recommending revisions to current procedures
· Maintain relationships with external auditors and investigate their findings and recommendations, including executing any needed corrective action plans
· Oversee surplus lines tax filing team to ensure accurate and timely tax filings across all divisions.
· Ensure state licenses and staff licenses are tracked and renewed prior to expiration
· Develop and oversee regulatory monitoring control systems to identify, measure, and monitor control deficiencies
· Coordinate the creation, review, revision and implementation of policies and procedures resulting from new financial services consumer laws and regulations
· Manage and assess the work of subordinates in identifying, measuring, monitoring, and reporting quality control/assurance deficiencies
· Apply and interpret audit and consumer compliance requirements for various departments
· Keep abreast of regulatory developments within or outside of the company as well as evolving best practices in consumer compliance controls
· Serve as project manager for compliance change management initiatives
· Work closely with the Chief Compliance Officer and other senior executives on projects involving surplus lines and/or compliance
· Assess the business’s future ventures to identify possible compliance risks
· Prepare reports to senior management and external regulatory bodies as appropriate
· Oversee the tracking, resolution of consumer complaints
· Conduct compliance training as needed based on compliance review assessments
· Refer high level compliance issues to and collaborate with the Chief Compliance Officer as needed
· Other related projects as assigned.
Qualifications
- Bachelor’s degree in business, accounting or related field
- Five years of regulatory compliance experience in the banking/finance industry and in-depth knowledge of banking/servicing consumer compliance regulations
- At least two years of supervisory experience
- Proficiency with computers, including familiarity with MS office products, especially Excel
- Excellent knowledge of reporting procedures and record keeping
- Business acumen partnered with a dedication to legality
- Methodical and diligent with outstanding planning abilities
- Excellent written and verbal skills
- Ability to organize manage multiple priorities with appropriate prioritization
- Certified compliance professional is a plus.
Claims Examiner
Job Overview:
The Claims Examiner is responsible for investigating, evaluating, negotiating, and resolving property damage and bodily injury claims reported under company-issued insurance contracts. This role ensures claims are handled in accordance with policy provisions, applicable laws, and within documented authority. The examiner will communicate with insureds, claimants, and third parties while maintaining compliance with industry regulations and company policies.
Key Responsibilities:
Claim Investigation:
- Conduct thorough investigations of assigned claims, including gathering necessary information and documentation.
- Assign and direct independent adjusters as needed, and review public and other relevant records.
- Communicate with insureds, claimants, and involved parties to obtain required details and explain claims processes and resolution options.
- Ensure compliance with all claims-handling laws and regulations.
- At higher levels, engage and monitor defense counsel in consultation with management or work directly with internal legal counsel.
Coverage Analysis:
- Evaluate and determine the company’s obligations under applicable insurance contracts.
- Ensure proper compliance with jurisdictional insurance laws.
- Collaborate with the Legal Department on coverage determinations, compliance, and legal matters related to claims.
Loss Assessment:
- Analyze liability exposure of insureds and potential losses for claimants.
- Identify and report potential fraudulent claims to the Special Investigation Unit.
- Utilize decision-theory principles to assess and compare claim resolution scenarios.
Claim Reserving and Settlement:
- Establish and update appropriate case reserves based on available claim information.
- Review and approve or dispute invoices related to independent adjusters and other loss adjustment expenses.
- Maintain an organized and timely claim diary, ensuring claims are resolved efficiently and within assigned authority.
- Negotiate settlements within authority limits or submit recommendations for management approval.
Communication and Documentation:
- Maintain accurate records of all claim-related communications and activities.
- Document claim details, loss exposures, and resolution efforts in electronic claim files.
- Provide reports and updates on claim status to management and other stakeholders.
Licensing & Compliance:
- Obtain and maintain all required state adjuster licenses and certifications.
- Stay current on industry trends, insurance laws, and claims management best practices through continuing education and professional development.
Qualifications & Requirements:
Education:
- Bachelor's degree in a related field or equivalent work experience.
Experience:
- Three or more years of relevant work experience in claims handling.
Preferred Knowledge & Certifications:
- Strong understanding of insurance contracts, coverage interpretations, and claims procedures.
- Knowledge of loss evaluation methods and claim resolution strategies.
- Industry-related coursework or certifications such as AIC (Associate in Claims) or CPCU (Chartered Property Casualty Underwriter) is preferred.
Required Skills & Abilities:
- Strong investigative, analytical, and negotiation skills.
- Effective case management, time management, and prioritization abilities.
- Excellent verbal and written communication skills, particularly in interactions with external parties.
- Ability to research and evaluate alternatives, make informed decisions, and provide recommendations.
- Maintain confidentiality and accuracy while working in a high-volume, deadline-driven environment.
- Ability to work collaboratively with internal teams and external stakeholders.
Company Culture & Employee Engagement:
Employees are encouraged to participate in Employee Resource Groups, which provide opportunities for networking, volunteering, social engagement, and professional development. Regular company-wide surveys ensure employee feedback is valued and considered in decision-making processes.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 105000 ) [ContactName] => Rebecca Messineo [ContactPhone] => [ContactEmail] => ramessineo@nationalindemnity.com [DatePosted] => 2025-03-20T10:08:04 [City] => [State] => [PostalCode] => [Country] => [Status] => Available [ContactId] => 116144242367893 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 75000 ) [ShowOnWeb] => 1 [PositionId] => EB-1892031127 [LastModified] => 2025-03-24T10:27:51 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Claims ) ) ) ) [42] => stdClass Object ( [JobId] => 104376121320844 [CompanyId] => 751478617027649 [CompanyName] => Island Insurance Agency [Industry] => [JobType] => FullTimeRegular [JobTitle] => Personal Lines Account Manager [DegreeRequired] => [JobDescription] =>Job Description
Our client is an independent insurance agency based in Bronx, NY, and they are currently seeking a Personal Lines Customer Service Representative to help service and expand their existing property and casualty customer base. The ideal candidate will possess the following qualifications:
- A valid New York State Insurance License
- 1-3 years of experience in insurance, preferably within an agency environment
- Proficiency in agency management systems
- Experience with insurance company rating software
- Ability to work independently as well as collaboratively with our team
- Exceptional communication skills, both over the phone and via email
- Solid understanding of the personal insurance market
In return, they offer a competitive starting salary, bonus opportunities, health insurance, a 401k plan with company match, paid time off, and a generous commission split for business that you personally generate.
About Us
Our client is a premier independent agency specializing in personal and commercial insurance solutions. We are committed to providing our clients with tailored coverage and exceptional service. Join our team and play a vital role in driving growth and building lasting client relationships.
Job Summary
We are looking for an experienced and personable Account Executive to join our Commercial Insurance team. In this role, you will be responsible for onboarding new clients, building strong relationships, and ensuring a smooth transition from sales to ongoing account management. You will work closely with both Producers and Account Managers to facilitate a seamless client experience, identifying cross-selling opportunities and ensuring that all client needs are met.
Key Responsibilities
Client Onboarding & Relationship Building:
- Serve as the primary point of contact during the onboarding process, guiding new clients through policy details and setting clear expectations.
- Conduct welcome calls and meetings to introduce clients to our service teams.
- Explain key coverages, such as General Liability and Workers’ Compensation, and address any questions or concerns.
- Establish and nurture long-term relationships to promote client retention and satisfaction.
Cross-Selling & Client Education:
- Identify opportunities for additional coverages (e.g., Commercial Auto, Builders’ Risk, Umbrella Policies) based on client needs and risk profiles.
- Educate clients on industry trends, risk management strategies, and compliance requirements (e.g., OSHA guidelines).
- Collaborate with Account Managers to ensure timely policy adjustments and endorsements as client needs evolve.
Collaboration & Communication:
- Work in tandem with Producers to understand client profiles and ensure smooth handoffs from the sales process.
- Act as the liaison between clients and internal teams (Account Managers, Customer Service Representatives, Underwriters) to address service-related issues.
- Maintain accurate records in agency management systems (AMS/CRM) to support ongoing client communications and follow-ups.
Performance & Reporting:
- Monitor client satisfaction and service performance, providing feedback and insights to leadership.
- Generate regular reports on onboarding activities, client engagement, and cross-selling opportunities.
- Contribute to strategic initiatives aimed at improving the overall client experience and service efficiency.
Qualifications & Requirements
- Experience: 3+ years in an account management or client-facing role within the insurance industry, preferably with a focus on commercial lines.
- Knowledge: Strong understanding of commercial insurance products, including General Liability and Workers’ Compensation.
- Licenses: Valid insurance producer license is a plus (as required by state regulations).
- Skills:
- Excellent interpersonal, communication, and presentation skills.
- Proven ability to build and maintain client relationships.
- Strong problem-solving and organizational skills.
- Ability to identify cross-selling opportunities and drive client engagement.
- Technical Proficiency: Experience with AMS/CRM systems (e.g., Applied Epic, HawkSoft, Veruna) and proficiency with digital communication tools.
- Work Ethic: Self-motivated, proactive, and able to thrive in a fast-paced environment while working both independently and as part of a collaborative team.
Job Description:
The Financial Services Account Manager (Benefits) is responsible for delivering exceptional service in fully insured and self-funded medical, dental, vision, life, LTD, STD, and LTC insurance. This role involves daily interaction with clients, insurance carriers, and team members, managing policy administration, and conducting service and marketing activities.
Responsibilities:
- Handle policy administration, including evaluating renewals, preparing proposals, and responding to client requests.
- Set up and manage the online benefits portal (EASE/Navigator) for group clients.
- Review contracts and coverages, ensuring accurate agency invoicing.
- Collaborate with Producers to manage the expiration process, from marketing to policy delivery.
- Coordinate requests for additional information between clients and carriers.
- Stay informed about market trends and company-specific products.
- Document all tasks, requests, and emails in AMS360.
- Organize and prioritize work, tracking deadlines effectively.
- Perform other duties as assigned.
Benefits & Perks:
- Competitive pay and benefits
- Paid time off
- Professional development opportunities
- Job stability in a growing industry
Knowledge & Skills:
- Broad knowledge of benefit products and services.
- Strong written, verbal, and active listening communication skills.
- Excellent organizational and time management skills to meet deadlines.
- Proficiency in Microsoft Office Suite, AMS360, or other agency management systems.
- Ability to work independently as a self-starter, with strong numerical and data analysis skills.
- Ability to follow company guidelines and delegate work as needed.
Qualifications:
- 2-5 years of experience in the insurance industry.
- Colorado Life & Health License preferred. CEBS or GBDS designations are a plus.
About Us
Our client is a premier independent agency specializing in personal and commercial insurance solutions. We are committed to providing our clients with tailored coverage and exceptional service. Join our team and play a vital role in driving growth and building lasting client relationships.
Job Summary
We are seeking a dynamic and experienced Commercial Lines Account Manager to oversee a portfolio of commercial insurance accounts. In this role, you will serve as the primary point of contact for our commercial clients, ensuring seamless policy servicing, renewals, and client satisfaction. The ideal candidate is skilled in relationship management, has a deep understanding of commercial insurance products, and is committed to driving client growth and retention.
Key Responsibilities
Client Relationship Management:
- Manage a diverse portfolio of commercial insurance accounts, acting as the main liaison for client inquiries and policy needs.
- Cultivate and maintain strong, long-lasting client relationships through proactive communication and excellent service.
- Collaborate with producers, customer service reps, and internal teams to ensure tailored insurance solutions that meet client requirements.
- Identify and pursue opportunities to cross-sell additional coverages, such as EPLI, Cyber & Umbrella Policies.
Policy Servicing & Renewals:
- Oversee mid-term policy changes, including endorsements and adjustments in response to evolving client needs.
- Coordinate the renewal process by reviewing loss histories, negotiating premium adjustments, and confirming coverage enhancements.
- Proactively monitor policy performance to prevent potential gaps in coverage.
Operational Efficiency & Process Improvement:
- Utilize agency management systems (AMS) and CRM tools (e.g.,HawkSoft, EzLynx, Veruna) to manage client data, track policy servicing, and streamline workflows.
- Develop and implement process improvements that enhance service efficiency and accuracy.
- Ensure adherence to industry regulations and company policies in all aspects of account management.
Reporting & Strategic Insights:
- Generate regular performance reports, analyze account metrics, and identify areas for improvement.
- Collaborate with leadership to establish KPIs and service benchmarks that drive client retention and growth.
- Provide market insights and client feedback to help shape product offerings and service strategies.
Qualifications & Requirements
- Experience: 5+ years in commercial insurance account management or a related field.
- Knowledge: Strong understanding of commercial insurance products, coverage options, endorsements, and claims processes.
- Licenses: Valid P&C Insurance License (as required by state regulations).
- Skills: Proven ability in client relationship management, cross-selling, and retention strategies; excellent communication, negotiation, and problem-solving skills.
- Technical Proficiency: Experience with AMS/CRM systems (e.g., HawkSoft, Veruna, ExLynx, Applied Epic, or similar).
- Work Ethic: Ability to work both independently and collaboratively in a fast-paced environment.
- Languages: English & Korean
Compensation & Benefits
- Salary: Competitive salary commensurate with experience.
- Incentives: Performance-based bonuses.
- Benefits: Comprehensive health, dental, and vision insurance.
- Retirement: 401(k) benefits.
- Time Off: 10 Days Paid Time Off (PTO) and specified federal holidays
General Summary:
The Director of Finance will lead and oversee critical financial operations, ensuring the accuracy and integrity of financial reporting, compliance with statutory requirements, and the implementation of robust financial controls. This role is central to the financial closing and statutory reporting processes, system implementations, and the delivery of insightful financial analyses. The Director will drive initiatives to modernize procedures, improve reporting efficiency, and foster a culture of continuous improvement within the finance team. The ideal candidate will have extensive experience in statutory financial reporting, advanced financial systems proficiency, and exceptional analytical and leadership skills.
Essential Duties & Responsibilities:
Financial Closing Processes:
- Oversee monthly, quarterly, and annual close processes, ensuring accurate reconciliation of balance sheet and income statement accounts.
- Manage daily accounting activities, including the maintenance and operation of technical insurance balances and related subledger systems.
- Oversee the preparation, review, and posting of journal entries to ensure compliance with NAIC and statutory accounting principles.
- Implement and maintain financial controls to safeguard assets and ensure accurate financial transactions.
Statutory Reporting:
- Partner with stakeholders to prepare, validate, and submit statutory financial requirements, including the NAIC Quarterly and Annual Statements ("Yellow Book").
- Manage state regulatory filings such as Schedules P and F, financial notes, risk-based capital reports, and management discussion and analysis.
Audit Management:
- Serve as a liaison during financial and regulatory audits, ensuring timely resolution of inquiries.
- Develop and maintain accounting policies, procedures, and controls to ensure compliance with statutory requirements.
System Implementation:
- Collaborate with cross-functional teams to implement underwriting, billing, and claims systems, ensuring process efficiency and control integration.
Financial Analysis:
- Analyze key financial accounts, including direct premiums written, operating expenses, losses incurred, and reserves, ensuring statutory compliance.
- Provide leadership with actionable insights, metrics, trends, and strategic recommendations.
Innovation and Process Improvement:
- Monitor regulatory and industry developments, adapting policies and practices as needed to maintain compliance.
- Drive modernization of financial systems, leveraging technology to improve reporting and data management.
- Lead initiatives to streamline workflows and enhance the accuracy and efficiency of financial processes.
Team Leadership and Development:
- Build and lead a high-performing finance team by driving talent acquisition, onboarding, professional development, and retention.
- Provide strategic leadership, setting goals that align with organizational objectives and fostering a culture of collaboration and innovation.
- Mentor and coach team members, promoting technical and professional growth.
- Act as a financial reporting subject matter expert, coordinating cross-departmental initiatives to achieve organizational goals.
Education & Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field; CPA or advanced degree (Master’s/MBA) strongly preferred.
- At least 4 years of insurance accounting experience.
- Extensive experience in statutory financial reporting and Annual Statement preparation within the insurance or reinsurance industries.
- Advanced proficiency with financial systems, including accounting and reporting software, data management tools (e.g., Excel, SQL), and insurance core operational systems (e.g., underwriting, billing, claims administration).
- Proven track record of managing general ledger processes, journal entries, and financial close activities.
- Exceptional analytical, critical thinking, and problem-solving skills with the ability to address complex financial challenges.
- Demonstrated success in building and developing teams, fostering a collaborative and high-performance environment.
- Excellent oral and written communication skills, capable of presenting financial insights to diverse stakeholders.
- Strong organizational skills with the ability to prioritize and manage multiple projects effectively.
Consulting Actuary Position Location: U.S. Remote or Hybrid (CA, FL, NJ, OH) Department: Actuarial – P&C Employment Type: Full-Time, Remote or Hybrid
What We Offer:
- A friendly and dynamic work environment recognized as a Great Place to Work® for three consecutive years and achieving Climate Neutral Status.
- Competitive salary with a merit-based bonus plan.
- Flexible work arrangements.
- Clear paths for career progression.
- A company-funded professional educational program.
- Management's visible commitment to core values including Diversity & Inclusion, Environmental Responsibility, Community Engagement, Employee Wellbeing, Excellence in Work Product, Innovation, Integrity, and Superior Customer Experience.
- Generous benefits package that includes:
- Medical, dental, and vision insurance.
- Company-paid life insurance.
- 401(k) with company match.
- Paid time off (PTO).
- Community Support Program including volunteer time off and company-matched donations.
- Employee Recognition Program.
Role Summary: The Consulting Actuary will lead actuarial and multidisciplinary consulting projects targeting insurance companies, self-insured entities, program managers, and Insurtech firms. Responsibilities include:
- Preparing and managing the completion of rate level indications, class plan analyses, and competitive research.
- Conducting benchmarking analyses, rate/rule filing support, reserve analyses, and funding studies for self-insured retention.
- Assisting in product development.
Primary Responsibilities:
- Performing peer reviews of analyses completed by other consultants.
- Organizing and presenting competitive information in a meaningful format.
- Creating supporting exhibits and explanatory language for rate/rule filings.
- Preparing responses to rate/rule interrogatories.
- Recommending solutions and/or alternatives to clients.
- Direct correspondence with clients regarding project goals and results.
- Preparing proposals to meet clients’ needs.
- Developing polished, professional, and clear reports to present results and information.
- Staying informed about industry trends and changes in actuarial techniques.
- Invoicing clients.
What We Expect from You:
- At least 6 years of experience as an actuary in the Property/Casualty industry.
- Experience in Commercial lines and/or Workers’ Compensation/Medical Malpractice is preferred.
- ACAS or FCAS credentials.
- Proficiency in Microsoft Office and relevant software.
- Creative and imaginative thinking.
- Excellent oral and written communication skills.
- Ability to manage multiple priorities and projects with tight deadlines.
- Capable of working independently and managing the work of actuarial consultants.
- Attention to detail with minimal conceptual, structural, technical, or cosmetic errors.
With over 50 years of rich history, our client is an established insurance entity based in Brooklyn, New York. They are committed to delivering top-notch insurance services and are currently seeking a multifaceted Office Manager & Equipment Maintenance Coordinator to join their team. This role is crucial for ensuring the smooth operation of our office and managing various aspects of our daily activities.
Job Description:
In the role of Office Manager/Purchasing Professional, you will be instrumental in maintaining the efficiency of our office, overseeing essential office functions, procurement activities, and light repairing and upkeep of office machines such as Pitney Bowes, Quadient Folding Machine, HP Printers, and Savin Ricoh Printers.
Key Responsibilities:
- Purchasing and Inventory Management:
- Manage the ordering of office supplies and maintain inventory.
- Coordinate the procurement of necessary equipment and supplies.
- Office Management:
- Serve as the primary contact for resolving office-related issues.
- Maintain the mailroom, including handling incoming and outgoing mail.
- Ensure the office is well-organized and operates efficiently.
- Perform light repair and maintenance of office machines like Pitney Bowes, Quadient Folding Machine, HP Printers, and Savin Ricoh Printers.
- Finance and Database Management:
- Oversee finance agreements and documentation.
- Scan and input financial data into our database.
- Data entry for new finance agreements.
Qualifications:
- Previous experience in purchasing, inventory management, or a related field.
- Strong organizational and problem-solving skills.
- Ability to manage multiple tasks and prioritize effectively.
- Detail-oriented with a commitment to maintaining an organized workspace.
- Proficient in database management and basic financial operations.
- Excellent communication and interpersonal abilities.
- Experience or familiarity with light repair and upkeep of office machinery.
Retirement Advisors Overview
Retirement Advisors provide investment and insurance-related services to individual clients, employers, and families. These services are delivered through an innovative financial planning approach designed to help clients achieve their goals.
Position Summary
The role involves establishing new Qualified Plan employer accounts, maintaining and enhancing existing employer and individual client relationships, growing plan participation, and developing financial planning opportunities with participants enrolled in 401(k), 403(b), and 457 Retirement Plans.
Primary Responsibilities
- Recruit new assets under management and grow existing accounts.
- Meet with prospects and clients to discuss financial goals, educate them on investment options, and explain potential risks.
- Engage with employer plan sponsors in both for-profit and non-profit organizations, providing financial education to increase employee participation.
- Assess individual financial needs and assist in developing financial plans.
- Document prospect and client communication in the CRM system.
- Perform additional related duties as assigned.
Competencies
- Ability to work independently with a strong internal drive for achievement.
- Excellent oral and written communication skills, with the ability to deliver effective presentations to target groups.
- Proficiency in Excel, Word, and PowerPoint.
Requisites
- Series 65/66 license
- Missouri Life insurance license.
- Prior experience with mutual funds, annuities, and life insurance.
- Experience with group benefit plans and 501(c)(3) organizations is preferred.
Job Title: Personal Lines Customer Service Representative
Job Type: Full-Time
Summary:
We are seeking a motivated and customer-focused Personal Lines Customer Service Representative to join our dynamic team. The ideal candidate will provide outstanding customer service, manage client relationships, and assist with the day-to-day handling of personal lines insurance policies. This role is crucial for maintaining high client satisfaction and retention levels.
Key Responsibilities:
- Handle all customer inquiries and service requests, ensuring timely and accurate responses.
- Manage a portfolio of personal lines accounts, including auto, homeowners, and umbrella policies.
- Process policy transactions such as endorsements, renewals, and cancellations with accuracy and attention to detail.
- Collaborate with insurance agents and underwriters to ensure client needs are met and policies are correctly issued.
- Assist clients in understanding their insurance coverages and needs, making recommendations when appropriate.
- Maintain detailed records of client interactions and transactions, updating internal databases and management systems.
- Contribute to team efforts by achieving related results as needed.
Qualifications:
- High school diploma required.
- Minimum of 2 years of experience in customer service or insurance-related roles.
- Excellent communication and interpersonal skills, with the ability to interact effectively with clients and team members.
- Strong organizational skills and the ability to handle multiple tasks and priorities in a fast-paced environment.
- Proficiency in Microsoft Office Suite and insurance-related software platforms.
- State-issued license in personal lines insurance or willingness to obtain within a specified timeframe.
Job Title: Middle Market Underwriter
Department: Underwriting
Reports to: Underwriting Supervisor/Manager
Position Summary:
The Middle Market Underwriter will work within a collaborative underwriting department, responsible for analyzing the financial health, operational practices, and potential risks associated with businesses seeking insurance coverage from small to mid-complex risks. This role involves making informed decisions on policy issuance, coverage limits, and premiums to ensure profitability and risk mitigation for the company while developing, networking, and maintaining agency relationships.
Essential Functions:
- Evaluate the risk potential of mid-sized businesses applying for workers’ compensation coverage by analyzing relevant data.
- Make informed underwriting decisions within delegated authority limits, seeking approval for exceptions or high-risk cases as required.
- Ensure compliance with regulatory requirements and internal policies in all underwriting activities.
- Build and maintain positive relationships with internal and external stakeholders to facilitate smooth operations and collaboration.
- Achieve company written premium, loss ratio, and service objectives.
- Manage a high volume of transactions while balancing execution of processes.
- Proactively use predictive analytics to determine underwriting pricing.
- Maintain relationships with agency partners through in-person visits and networking opportunities.
- Assist with the ongoing incorporation process of automation tools.
- Provide timely and professional communication to all stakeholders.
Job Qualifications:
Education:
Bachelor's degree from an accredited college/university in a Business-related field.
Experience:
At least 3-5 years of Property and Casualty insurance underwriting experience.
Required Skills/Abilities:
- Strong analytical and critical thinking skills to assess complex risks and make sound underwriting decisions.
- Excellent communication and negotiation skills for interacting with clients, agents, and internal stakeholders.
- Demonstrated ability to confidently accept appropriate risk.
- Knowledge of insurance regulations, underwriting principles, and industry best practices.
- Strong writing skills to clearly communicate underwriting decisions.
- Demonstrated commitment to professionalism, integrity, and ethical conduct.
- Attention to detail.
- Limited experience reviewing financial statements and ratios related to risk analysis.
- Ability to build trust and rapport with clients, ensuring satisfaction and fostering long-term partnerships.
- Ability to identify account growth opportunities and collaborate with clients to achieve their business objectives.
Specialized Knowledge, Licenses, etc.:
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- ARM, CIC, or AU designations preferred.
- Workers' compensation experience preferred.
Positive Attitude:
Develops and maintains positive working relationships with team members, customers, co-workers, and management through effective communication and collaboration skills.
Working Conditions:
- General office conditions with light physical demands.
- Adherence to safety rules and regulations, including building security.
- Participation in maintaining safe and efficient operating conditions to safeguard employees and facilities.
- Drug-free environment, with drug testing prior to employment and after work-related accidents.
- Exposure to VDT screens.
Job Title: Senior Underwriter
Department: Underwriting
Reports to: Underwriting Manager or Underwriting Supervisor
Position Summary:
The Senior Underwriter serves as the department’s subject matter expert, utilizing expertise in workers’ compensation insurance in collaboration with internal and external stakeholders. This role involves the analysis and informed decision-making necessary to balance profitable risk management, service, and collaboration with internal and external stakeholders for large, complex accounts. The Senior Underwriter also serves as a role model, mentoring and maintaining positive relationships with underwriting staff, co-workers, and agency partners.
Essential Functions:
- Evaluate policies to determine risk selection for the company's largest accounts in accordance with company guidelines and industry best practices.
- Analyze various forms of data, risk factors, and regulatory rules to determine accurate account pricing and provide clear justification and documentation of highly complex risks.
- Achieve company written premium, loss ratio, submission, and service objectives.
- Ensure appropriate application of regulatory rules.
- Develop and maintain productive relationships with agents and policyholders, understanding their needs and providing personalized solutions through in-person visits and networking opportunities.
- Provide timely and professional communication to internal and external stakeholders.
- Offer guidance and support to new underwriters, mentoring and training on underwriting guidelines, policies/procedures, and industry best practices.
- Stay informed about industry trends, regulatory changes, and emerging risks to adapt underwriting strategies and maintain competitiveness.
- Participate in underwriting meetings, strategic planning, and innovation initiatives, contributing insights and recommendations for business growth and process improvements.
Job Qualifications:
Education:
Bachelor's degree from an accredited college/university in a Business-related field.
Experience:
At least 6 years of Property and Casualty insurance underwriting experience.
Required Skills/Abilities:
- Strong understanding of workers' compensation laws, regulations, and industry practices.
- Expert-level knowledge of workers' compensation exposures and applicable regulations.
- Expertise in underwriting concepts, practices, and procedures, with the ability to accept appropriate risk.
- Excellent analytical skills with the ability to assess risk and make data-driven decisions.
- Effective communication skills, both verbal and written, with the ability to articulate complex concepts to diverse audiences.
- Proven ability to build and maintain relationships with clients, agents, and other stakeholders.
- Significant attention to detail.
Specialized Knowledge, Licenses, etc.:
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Proficiency in presenting industry information to various stakeholder levels.
- ARM, CIC, AU, or CPCU designations preferred.
Positive Attitude:
Develops and maintains positive working relationships with team members, customers, co-workers, and management through effective communication and collaborative skills.
Working Conditions:
- General office conditions with light physical demands.
- Adherence to all safety rules and regulations, including building security.
- Participation in maintaining safe and efficient operating conditions to safeguard employees and facilities.
- Drug-free environment, with drug testing prior to employment and after work-related accidents.
- Exposure to VDT screens.
Job Title: Underwriting Manager
Department: Underwriting
Reports to: Director of Underwriting and Customer Service
Position Summary:
The Underwriting Manager ensures the appropriate application of risk appetite throughout the underwriting unit and serves as a technical and authority resource for department members. This role works closely with the Director of Underwriting to identify and implement underwriting programs that enhance business opportunities and customer service. The position is responsible for overseeing functions performed by assigned underwriting teams, managing workload and workflow, and monitoring department production. The Underwriting Manager also assists the Director in managing staff adequacy, achieving service standards, and supporting the development of both short- and long-term underwriting projects and strategic goals.
Essential Functions:
- Manage department workflow and monitor daily productivity to ensure proper controls and procedures are documented, maintained, and followed.
- Actively participate in the recruitment, training, and development of support staff.
- Manage staff, tracking individual performance through evaluation of production results and adherence to company policies.
- Conduct regular and systematic quality control audits for each assigned staff member.
- Provide authoritative guidance to line staff on complex accounts and issues.
- Participate in analyzing the book of business and mid-large account market, identifying opportunities for improvement and business development through innovative underwriting programs.
- Support the department’s emphasis on agency relations to meet sales objectives.
- Ensure compliance with rules and regulations impacting policy contracts, and communicate these standards to staff and other departments.
- Maintain good relationships with agents, insureds, regulatory personnel, and company teams.
Job Qualifications:
Education:
Bachelor's degree from an accredited college/university in a business-related field.
Experience:
At least 7 years of Property and Casualty insurance underwriting experience, with at least 3 years in management.
Required Skills/Abilities:
- Knowledge of underwriting procedures and the policy life cycle.
- Proficiency in analyzing statistical data and identifying trends.
- Proven ability to build and maintain relationships with internal and external stakeholders.
- Ability to work independently, lead teams, and mentor staff.
- Ability to comprehend and apply guidelines, rules, and statutes from various manuals.
- Excellent oral and written communication skills.
Specialized Knowledge, Licenses, etc.:
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- CPCU or AU designation preferred.
Values and Mission:
Adheres to company values and mission by demonstrating Service Excellence, Trust, Ownership, One Team, and Boldness in thought and action.
Positive Attitude:
Develops and maintains positive working relationships with team members, customers, co-workers, and management by demonstrating effective communication and collaboration.
Working Conditions:
- General office conditions with light physical demands.
- Adherence to all safety rules and regulations, including building security.
- Participation in ensuring safe and efficient operating conditions that safeguard employees and facilities.
- Drug-free environment, with drug testing prior to employment and following work-related accidents.
- Exposure to VDT screens.
The assigned territory includes frequent travel in Greene, Ulster, Dutchess, Westchester, Sullivan, Putnam, Orange, and Rockland Counties. This is a field position with access to a company car and frequent driving within your assigned territory. The successful candidate must reside in the Lower Mid-Hudson Territory in New York State.
Position Summary: The Field Auto Adjuster will investigate, evaluate, negotiate, and settle assigned claims based on on-site investigation, damage appraisal, and face-to-face interactions. They will also represent the Claims Department in visits with agency partners.
Qualifications:
- Licensed Auto Damage Appraiser required
- A valid driver’s license with a good driving record
- Minimum 5 years of relevant estimating experience
- Proficiency in auto estimating software (i.e. CCC, Audatex, Mitchell)
- Industry designations/technical certifications preferred but not required (i.e. I-CAR)
- Familiarity with repair facilities in the assigned territory
- Light truck/heavy equipment estimating experience preferred but not required
- Strong knowledge of auto body repair techniques, terminology, and vehicle construction
- Understanding of the company’s insurance policies
Physical Requirements:
- Ability to work outdoors in various weather conditions and drive long distances
- Must be able to physically inspect vehicles, including the underside and in tight spaces at body shops and salvage yards
Responsibilities:
- Write appraisals for both repairable and total losses, complete desk reviews, and re-inspections
- Schedule and travel to vehicle locations for inspections
- Control indemnity and expenses by writing fair and accurate appraisals
- Provide exceptional customer service and maintain a professional appearance
- Ensure proper file documentation and reporting
- Identify potential fraud claims and assist in necessary investigations
- Answer questions related to the appraisal or repair process
- Conduct audits and re-inspections of independent appraisers
- Develop relationships with brokers and agency partners
- Collaborate with Claims Leadership and other teams to meet departmental and corporate goals
- Lead research on repair and appraisal trends
- Support the Claims and Corporate Mission, Vision, and Values
Key Capabilities for Success:
- Engaging personality with a passion for customer service
- Strong organizational and time management skills
- Ability to work independently with minimal supervision
- Excellent communication skills, both verbal and written
- Solid negotiation skills to reach agreements with body shop personnel
- Ability to handle complex damage scenarios
- Self-motivated and committed to personal and departmental improvement
- Supportive of process improvement and achieving stated goals and objectives
Benefits Offered:
Financial:
- Short-term disability, long-term disability, and life insurance coverage provided at no cost
- Optional benefits include enhanced life insurance and critical illness plans
- 401k plan with an employer contribution, regardless of your own contribution
- Pension Plan
- Short-term incentive plans may be available for certain positions
Social:
- 25 days of paid time off at hire (prorated for the first year)
- 7 days of paid sick leave
- 10 paid company holidays
- Personalized paid time off after 3 years
Emotional:
- Access to personalized mental health care
Physical:
- Medical, dental, and vision coverage options available from day one
- Flex Spending Accounts and Health Savings Accounts (with employer contribution) depending on the medical plan selected
Company Overview:
With over 70 years of industry experience, this leading brokerage has a deep understanding of clients' business challenges and opportunities. As a multi-generational, family-driven organization, the company is focused on client service and builds strong relationships with a diverse set of businesses and individuals, addressing their insurance, risk management, and employee benefits needs.
Position Overview:
We are seeking an experienced Commercial Lines Account Executive to provide dedicated support, advice, and consultation to insurance clients in the middle to large market space. This role involves close collaboration with assigned clients and prospects, delivering tailored Property & Casualty (P&C) insurance solutions. The position functions as a hybrid between a Producer and an Account Manager, with a strong focus on client retention and consultation.
Work Arrangement:
This is a full-time, hybrid position based out of Huntington Beach, CA.
Professional Responsibilities:
- Provide comprehensive consultation and support across property and casualty insurance lines.
- Maintain ongoing communication with clients to ensure their needs are met.
- Take on a leadership role in managing a book of business and expiration lists, offering strategic account management and insurance solutions.
- Respond promptly to client requests, such as policy and contract reviews, claims, and other insurance-related matters.
- Protect client and company records, maintaining confidentiality at all times.
- Collaborate with Producers and Account Managers to problem-solve and secure insurance placements.
- Schedule and lead regular client meetings, including pre-renewal and renewal discussions.
- Assist with insurance underwriting and carrier negotiations for quotes and placement.
- Present renewal proposals to clients, offering recommendations and insights.
- Conduct data analysis and workers' compensation reviews as needed.
- Attend industry meetings to stay current on developments and trends.
- Participate in client and carrier loss control visits and claims reviews, ensuring effective communication.
Qualifications and Requirements:
- Bachelor’s degree in a business-related field.
- 5+ years of experience in commercial lines insurance, with a focus on account management, risk management, and/or production/sales.
- Active California Property and Casualty Insurance License.
- Leadership experience managing large clients and providing top-tier service.
- Strong understanding of risk management principles and property/casualty insurance.
- Proven ability to build and maintain client relationships, offering customized insurance solutions.
- Proficiency with CRM systems, Microsoft Office, and other client management tools.
- Excellent communication, organizational, and project management skills.
- Critical thinking and problem-solving abilities to develop client solutions.
- Commitment to staying updated on industry trends and regulations.
- Ability to travel as needed, primarily within Southern California and Arizona.
- Authorized to work in the U.S. without sponsorship.
Benefits Overview:
The company offers a comprehensive health and welfare program, including medical, dental, and vision benefits, flexible spending accounts, and a 401(k) plan with a competitive match. Employees are eligible for benefits the first of the month following 30 days of employment, along with other perks like paid parental leave, paid holidays, and a flexible PTO policy.
The Claims Bodily Injury and Liability Adjuster is responsible for handling a variety of minor to moderately complex Auto Injury claims, General Liability claims, and General Liability property damage claims across multiple lines of business, including Personal, Farm, and Commercial lines. This role involves investigating, assessing, and resolving claims promptly and accurately.
Primary Responsibilities
- Meet or exceed company guidelines on customer service expectations, including regular communication.
- Interpret and apply policy language accurately to resolve claims.
- Handle minor and moderately complex Auto Injury, General Liability, and General Liability property damage claims.
- Investigate and determine liability on Auto and General Liability claims.
- Evaluate and negotiate minor to moderately severe injury claims, including some attorney-represented cases.
- Establish timely and accurate reserves on claims.
- Draft and send written communications, including Reservation of Rights and denial letters.
- Handle and resolve minor to moderately complex litigation claims.
- Use common industry tools and software effectively.
- Build and maintain strong agency relationships.
- Investigate claims for potential fraud thoroughly.
- Pursue subrogation recovery as needed.
- Maintain detailed file notes, photographs, and required records.
- Oversee salvage recovery.
- Assign and monitor Independent Adjuster inspections as needed.
- Perform other duties as assigned.
Minimum Qualifications
- Bachelor’s degree or equivalent insurance-related experience.
- Strong customer service orientation.
- 5+ years of Auto or General Liability claims handling experience, including injury negotiations.
- Strong problem-solving and decision-making skills.
- Proficiency in Microsoft Office.
- High level of organizational, reasoning, and listening skills.
- Ability to manage time effectively and work independently.
- Detail-oriented with strong multi-tasking abilities.
- Team-oriented, with positive and collaborative working relationships.
- Strong written and verbal communication skills.
- Willingness to travel, work after hours, and adjust schedule as needed.
The Field Property Claims Adjuster is responsible for handling a variety of property claims, including Personal, Farm, and Commercial lines. This role involves investigating, assessing, and resolving property claims efficiently. The Adjuster will meet and exceed customer service expectations, frequently communicating with policyholders until claim resolution.
Primary Responsibilities
- Exceed customer service expectations, including regular communication.
- Accurately interpret and apply policy language to claims.
- Assess property damage, additional living expenses, loss of income, and contents accurately.
- Establish accurate and timely reserves on claims.
- Prepare timely communications to insureds and agents, including Reservation of Rights and Denial letters.
- Apply depreciation accurately on claims.
- Investigate claims for potential fraud thoroughly.
- Pursue subrogation recovery as needed.
- Maintain accurate file notes, journal entries, photographs, and records.
- Arrange for salvage recovery as needed.
- Assign and oversee Independent Adjuster inspections on some claims.
- Properly use company equipment (computer, phone, vehicle, ladder, and potentially a drone).
- Participate in on-call rotation for after-hours emergency claims.
- Perform other duties as assigned.
Minimum Qualifications
- Bachelor’s degree or equivalent insurance experience.
- Strong customer service focus.
- 2+ years of property claims handling experience.
- Expertise in writing structural property estimates.
- Familiarity with Xactimate or Symbility is a plus.
- Ability to climb and access roofs, basements, and crawlspaces.
- Valid Ohio driver’s license and good driving record (company car provided).
- Strong problem-solving and decision-making skills.
- Proficiency in Microsoft Office.
- High organizational, reasoning, and listening skills.
- Effective time management and ability to work independently.
- Multi-tasking and detail-oriented.
- Team-oriented, capable of building positive relationships.
- Strong written and verbal communication skills.
- Willingness to travel, work after hours, and participate in on-call rotation as needed.
- Reliable.
Come see why people love working here! We have an excellent opportunity for a Small Business Commercial Lines Underwriter to join our Nashville team. This is a hybrid position, reporting to our Nashville office 2-3 days per week.
The Small Business Commercial Lines Underwriter analyzes information, developments, and trends on new and renewal accounts with premiums up to $25,000 to determine the risks associated with insuring the accounts. Within this segment of business, automated underwriting edits enable the routine/low-risk accounts to be processed without underwriter involvement – leaving only the accounts with conditions requiring extra scrutiny for the Small Business Commercial Lines Underwriter to review and determine risk acceptability while ensuring compliance with established underwriting strategies and regulatory requirements. The Small Business Commercial Lines Underwriter exercises authority to decide whether to offer, continue, modify, or reject insurance, finalize the amounts and types of coverage, and determine appropriate premiums. This position builds relationships with assigned agents to generate quoting activity.
COMPETENCIES AND ESSENTIAL DUTIES OF THE SMALL BUSINESS COMMERCIAL LINES UNDERWRITER
Business Acumen
- Reviews new business, renewals, endorsements, and quote requests to determine acceptability using established underwriting authority and company guidelines.
- Communicates underwriting decisions, techniques, and interpretation of policy forms and coverages with agents and company personnel regarding risk acceptability, incomplete information, etc.
- Provides feedback to the Underwriting Manager and designated Territory Manager on the quality of submissions and interactions with agency personnel.
- Communicates underwriting and marketing philosophy or practices to agents and assists with education/training issues within the agency.
- Documents underwriting files where required, including actions taken, reasons for decisions, and any follow-up diary needed.
- Provides input to the Branch Management team about individual agency underwriting performance (e.g., Agency Review meetings, Quarterly Results Management meetings).
Embraces Data Analytics
- Applies data to solve common business problems.
- Compiles, manipulates, and analyzes data of varying complexity.
- Utilizes available tools for data analysis effectively and appropriately.
Negotiation
- Visits agencies with the designated Territory Manager to discuss underwriting matters, assist in the development of new business, and strengthen agency relations.
- Responds to Insurance Department complaints and attends periodic hearings.
Results-Oriented
- Provides additional scrutiny to complex risks that fall outside of Straight Through Processing, ensuring exposure and coverage analysis to determine acceptability.
- Travels independently to visit agencies as necessary.
- Drives profitable new business growth.
Time & Priority Management
- Provides ongoing support to Senior Territory Managers and/or middle market underwriters on non-risk selection and pricing decisions.
- Supports special underwriting projects and initiatives, including loss prevention, targeted re-underwriting programs, and book rollovers.
Decision-Making
- Establishes appropriate account pricing in accordance with established underwriting authority and company guidelines.
- Orders and/or analyzes loss control reports, financial reports, MVRs, and other underwriting reports.
- Evaluates the need for and secures appropriate facultative reinsurance in accordance with company guidelines.
- Contributes to developing underwriting policies, procedures, and guidelines to reflect market conditions and achieve division goals.
Performs other projects as requested or assigned by the Underwriting Manager.
CORPORATE CORE COMPETENCIES
Effectively Communicates and Connects
- Communicates and negotiates effectively with peers regarding work outcomes.
- Influences others by presenting strong cases and fostering understanding.
- Actively listens, asks clarifying questions, and provides feedback.
- Builds and nurtures positive workplace relationships.
Customer Focused
- Identifies and responds to customer needs effectively.
- Develops positive relationships with customers and incorporates feedback.
- Delivers timely, high-quality solutions that enhance the customer experience.
Talent Development Mindset
- Discusses technical and professional development with peers.
- Recognizes and acts on learning opportunities.
- Acknowledges and supports high performance in others.
Demonstrates Adaptability
- Suggests new approaches to tasks and challenges.
- Actively supports and adapts to change initiatives.
- Proposes creative solutions and manages ambiguity effectively.
Demonstrates Accountability
- Takes responsibility for actions and learning from feedback.
- Demonstrates reliability by consistently meeting commitments.
- Applies judgment in decision-making and contributes to organizational success.
SPECIAL RELATIONSHIPS
- Reports to the Underwriting Manager.
- Direct contact with underwriting, loss control, premium audit, and claims personnel.
- Regular interaction with agents and insureds.
QUALIFICATIONS
Education/Credentials
- 4-year degree or equivalent work experience.
- Continuing education in specialized insurance courses (e.g., IIA, AU) preferred.
Experience
- Completion of a Commercial Lines Underwriter Trainee curriculum or 1-3 years of experience in a relevant property/casualty underwriting role preferred.
Technical/Professional Knowledge
- Strong understanding of underwriting principles and pricing risks.
- Knowledge of various insurance coverages.
- Excellent analytical, communication, and problem-solving skills.
- Proficiency in Microsoft Office Suite and underwriting systems.
JOB REQUIREMENTS
- Primarily sedentary with occasional standing and walking.
- Proficiency in computer systems and communication tools.
- Valid driver’s license and ability to travel, including overnight stays, as required.
As a Medical Malpractice Account Manager you will oversee relationships with our most valued clients, ensuring they receive exceptional service. Acting as a liaison between clients and insurance carriers, you will focus on understanding client needs, ensuring satisfaction, and facilitating necessary adjustments.
Key Responsibilities:
- Cultivate strong relationships with key insurance carrier partners.
- Deliver exceptional service to high-value clients, fostering trust and loyalty.
- Create detailed Excel spreadsheets for client presentations.
- Maintain accurate records of client interactions within the agency management system.
Required Skills & Experience:
- 2-5 years of experience, minimum
- Experience in Medical Malpractice insurance.
- Resourceful, goal-driven, and detail-oriented.
- Excellent communication and organizational skills.
- Proficiency in computer applications and software. We use AMS360
- Skilled at managing multiple projects and meeting deadlines.
- A team-oriented mindset with the ability to collaborate effectively.
Qualifications:
- Active Property and Casualty Insurance License.
Job Title: Claims Liaison
Job Description:
We are seeking a proactive and detail-oriented Claims Representative to join our dynamic team. In this role, you will act as a vital link between our clients and insurance carriers, ensuring a seamless claims process and delivering exceptional service.
Responsibilities:
- Report claims promptly and accurately to insurance carriers.
- Conduct timely follow-ups on claim statuses, including consistent communication via phone and email with insurance adjusters.
- Gather and document detailed claim information for specific accounts, ensuring accuracy and completeness.
- Guide insured clients through the claims process with empathy and clarity, serving as their primary point of contact.
- Maintain an organized log of follow-ups, ensuring all actions are properly tracked and documented.
- Leverage AMS360 software to streamline claims handling and enhance operational efficiency (experience with AMS360 is a plus).
Qualifications:
- Strong communication and interpersonal skills to effectively interact with clients, adjusters, and internal teams.
- Excellent organizational abilities with a keen attention to detail and a commitment to accuracy.
- Ability to manage multiple tasks and prioritize in a fast-paced environment.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with AMS360 or similar agency management software is preferred.
- Previous experience in claims handling or a related insurance role is a plus but not required.
What We Offer:
- A supportive and collaborative work environment.
- Opportunities for professional growth and development.
- Competitive salary and benefits package.
Position Overview
We are a leading consulting firm for dentists, serving hundreds of clients across the country for over 10 years. For the first time, we are launching an insurance offering tailored to the needs of dental practice owners. We are seeking a Agency Development Leader to join our team in this new venture. This is a unique opportunity to specialize in the prestigious dental niche, leveraging our established reputation and client relationships to build a respected insurance agency.
Key Responsibilities
- Write business and personal policies for dental practice owners through warm introductions to our existing client base.
- Establish and set up the insurance agency, including carrier communication and operational workflows.
- Represent the high integrity and reputation of the consulting firm in all client and carrier interactions.
- Launch and grow the insurance agency, leveraging relationships with hundreds of existing dental practice owners.
- Take on multiple roles and responsibilities in this startup venture to ensure its growth and success.
Qualifications
- Proven experience in a similar role, writing policies for high-net-worth individuals or business owners.
- A track record of success in building or managing an agency or significant client portfolio.
- Strong entrepreneurial drive and a desire for partnership with successful entrepreneurs.
- Exceptional communication skills and the ability to uphold the high standards of our brand.
- Passion for serving high-net-worth business owners and delivering tailored insurance solutions.
What We Offer
- Equity ownership in the agency.
- Warm introductions to a robust network of existing dental practice owners for immediate business opportunities.
- Competitive base salary, commission, and equity in the agency.
- Remote work with minimal travel.
- An opportunity to rapidly grow an agency in a specialized and prestigious niche.
About Us
We are the top consulting firm in the dental industry, known for our expertise and high standards. This new insurance agency represents a major step forward in our mission to provide comprehensive services to dental practice owners. We are looking for a driven, experienced professional to take on this exciting and challenging opportunity.
Job Title: Director of Human Resources
Position Overview:
The Director of Human Resources with a focus on Employee Benefits will oversee the development, implementation, and management of the organization’s employee benefits programs. This role requires strategic leadership to ensure benefits offerings are competitive, cost-effective, compliant with applicable regulations, and aligned with the company’s HR objectives. The ideal candidate will possess deep expertise in benefits design, legal compliance, and market trends, while also collaborating with senior leadership and HR teams to enhance employee engagement, retention, and organizational success.
Key Responsibilities:
- Benefits Strategy and Leadership:
- Strategic Planning: Formulate and execute a comprehensive employee benefits strategy that aligns with the company's vision, values, and HR goals, ensuring continuous program enhancement.
- Leadership & Oversight: Manage and mentor the benefits team, driving innovation and accountability in day-to-day operations.
- Vendor Management: Cultivate strong relationships with third-party vendors, brokers, and insurance carriers. Negotiate contracts, manage service-level agreements, and ensure the highest level of service.
- Cost Optimization: Collaborate with finance and procurement to identify opportunities for cost reduction while maintaining program quality and competitiveness.
- Benefits Program Design & Administration:
- Program Design & Maintenance: Oversee the design and management of a comprehensive suite of employee benefits, including health, dental, vision, life insurance, retirement plans, and wellness programs.
- Compliance & Regulatory Oversight: Ensure adherence to federal, state, and local regulations (e.g., ERISA, ACA, HIPAA, COBRA) in benefits administration. Stay informed on legal developments and update programs accordingly.
- Enrollment & Communication: Lead annual open enrollment efforts, ensuring clear communication of benefits and supporting employees throughout the process.
- Claims & Issue Resolution: Serve as the senior point of contact for escalated benefits-related issues, resolving disputes and plan interpretations efficiently.
- Employee Wellness & Engagement:
- Wellness Program Development: Lead initiatives promoting employee well-being, including mental health, physical wellness, and financial education.
- Employee Education & Engagement: Design and implement educational programs to help employees understand and utilize their benefits effectively. Organize workshops, webinars, and orientations to foster engagement and retention.
- Surveys & Feedback: Collect and analyze employee feedback to continuously refine benefits offerings and wellness programs based on employee needs and satisfaction.
- Data Analysis & Reporting:
- Data-Driven Decision Making: Use analytics to assess the effectiveness of benefits programs, identify trends, and recommend improvements.
- Budget Management: Manage the benefits program budget, preparing and presenting reports on program performance, cost analysis, and strategic initiatives.
- Reporting & Audits: Generate regular reports on benefits program performance and ensure compliance with audits and regulatory standards.
- Legal and Regulatory Compliance:
- Compliance Monitoring: Ensure all benefits programs comply with legal requirements. Collaborate with legal teams to stay updated on regulatory changes impacting benefits.
- Document Management: Maintain accurate records of benefits plans, policy documents, and communications in compliance with legal requirements.
- Cross-functional Collaboration:
- HR Integration: Partner with HR functions (e.g., Talent Acquisition, Compensation, Employee Relations) to ensure benefits align with broader HR strategies, including total rewards.
- Employee Relations: Collaborate with HR Business Partners to address employee benefits inquiries and resolve concerns, improving overall employee experience.
- Executive Support: Provide strategic insights and recommendations to senior leadership on employee benefits trends and best practices to support talent acquisition and retention.
Required Qualifications:
- Bachelor's degree in Human Resources, Business Administration, or a related field.
- Professional certifications such as Certified Employee Benefit Specialist (CEBS), SHRM-SCP, or similar preferred.
Experience:
- 7-10 years of experience in Human Resources, with at least 5 years focused on employee benefits management.
- Expertise in benefits design, administration, and strategic planning.
- In-depth knowledge of employee benefits laws and regulations (e.g., ERISA, ACA, HIPAA, COBRA).
- Experience with benefits administration software, HRIS systems, and data analytics tools.
- Proven track record of managing vendor relationships and negotiating contracts.
- Leadership experience within HR teams.
Skills & Competencies:
- Analytical Thinking: Use data and metrics to inform decision-making and enhance benefits offerings.
- Communication: Strong written and verbal communication skills, able to convey complex benefits information clearly.
- Leadership: Ability to lead and motivate a high-performing team.
- Problem-Solving: Effective issue-resolution and conflict management skills.
- Project Management: Proven ability to manage complex, deadline-driven projects.
- Adaptability: Ability to remain agile in a fast-paced, dynamic environment.
Technical Skills:
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
- Familiarity with HRIS systems (e.g., Workday, ADP, UltiPro) and benefits management platforms.
- Knowledge of benefits benchmarking tools.
Preferred Qualifications:
- Master’s degree in human resources, Business Administration, or a related field.
- Experience in large, complex organizations or highly regulated industries.
- Expertise in global benefits programs and cross-border compliance.
Working Conditions:
- Full-time, exempt position.
- Standard office hours, with occasional evening or weekend hours during peak times (e.g., open enrollment).
Physical Requirements:
- Ability to sit and stand for extended periods.
- Occasional travel may be required for vendor meetings, industry conferences, or company events.
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Requisite Experience: Candidates must have a solid background in claims handling, with at least seven years of experience, specifically within the realm of aviation insurance. Possession of a pilot's license or A&P certification would significantly enhance your profile.
Skills: The ideal applicant should possess exceptional interpersonal, communication, and organizational abilities. Proficiency in computer applications, especially Microsoft Office suite, is mandatory. A successful candidate will demonstrate the capability to work in a fast-paced team setting, prioritizing tasks effectively and managing fluctuating workloads. The role requires about 35% of your time to be dedicated to travel, the extent of which can vary.
Core Duties and Responsibilities:
• You will be directly managing aviation claims, overseeing the entire process from initiation to completion.
• Your tasks will include risk assessment, damage evaluation, and completion of all stages of claim adjustments, ultimately ensuring our insured parties are correctly indemnified based on the coverages specified in their policy.
• Responsibilities include reviewing new losses, initial contact establishment, resolving coverage issues, and thoroughly reviewing the policy and any endorsements that could affect coverage.
• You'll be expected to conduct on-site investigations of aircraft accidents and evaluations of aircraft and property damage.
• Communication with various stakeholders such as policyholders, claimants, witnesses, and attorneys will be a part of your role, gathering the necessary information to support contested claims in court. • You'll supervise the panel attorney for claims that reach litigation.
• Your duties will also include preparing reports detailing investigative findings, claim settlements, management issues, evaluations, and potential resolutions.
• You'll be expected to make policy rating recommendations to the underwriting team.
• Familiarity with standard concepts, practices, and procedures within the aviation field is a requirement.
Our client is a national leader in vehicle accident damage appraisals. A fully national network Specializing in Heavy Equipment as well as Auto damage appraisals. They also offers Property damage appraisals in most areas of the US. They have built their reputation with a dedicated staff focused on communication with their clients and the quality of their product.
Their relationships are primarily built with Insurance Companies, Adjusting Companies, MGA/TPA’s, CPI, self-insureds and municipalities.
They have an opportunity for an Account Executive located anywhere in the Continental United States to join their team.
Primary Responsibilities:
- Identify and develop new business opportunities.
- Develop and maintain relationships with clients.
- Regular communication with Clients for feedback and added service offering.
- Ability to work independently and meet Sales goals.
- Attend industry conferences as needed.
Qualifications / Education / Skills:
- Prefer 5+ years of successful Account Management experience
- Contacts in property & casualty claims market
- Presentation and communication skills.
- Ability to interact with clients at all reporting levels, Adjuster to Executive.
- Willing to travel as needed (average up to 25% per month)
Position type:
- Regular (Full-time)
- Salary plus commission
- Benefits offered, medical/dental/vision, PTO.
Loss Control Representative
Our client is a Multi-line carrier and they are seeking a self-motivated safety professional.
This individual will be responsible for providing accident prevention service to clients. Overnight travel required. Experience should include the following: 5 years or more Insurance Company Loss Control experience, Safety degree and/or CSP, ARM or CRM, excellent written and oral communication skills, and knowledge of DOT, oil & gas, construction and OSHA. Excellent benefits available including paid leave, 401(k), profit sharing, group medical and life, section 125 and company car.
Daily duties:
• Provide highly sophisticated Loss Control and Risk Management consulting services to companies insureds.
• Conduct on-site review of insured Safety Operations including but not limited to: Safety Policies and Procedures, Driver Hiring Criteria, Driver Orientation, Driver Training, Maintenance of Equipment, and Record Keeping.
• Evaluate data gathered at on-site review and create Loss Control and Risk Management recommendations to assist the insured in controlling risks, losses, and costs.
• Develop metrics to document and track progress of improvement in the insured’s Safety Operations.
• Serve as a trainer/mentor to less experienced members of the department.
• Enhance Insurance Company’s leadership position in providing value added Risk Management services and resources to the insured.
Licensing/ Certification/ Education/ Degree Level:
• Four year college degree.
• Strong written and communication skills.
• Minimum of 5 years’ experience in Safety and Risk Management
Insurance Compliance Specialist
Full Job Description
Role Overview: The Insurance Compliance Specialist is responsible for reviewing a high volume of subcontractor insurance policies to ensure they meet the required insurance standards.
Essential Duties and Responsibilities:
- Review and analyze subcontractor insurance policies for compliance with specified insurance requirements.
- Identify non-compliant insurance coverages through detailed policy analysis and decide when to escalate issues for insurance waivers.
- Engage directly with subcontractors and their brokers to resolve any issues with non-compliant insurance, ensuring diligent follow-up until issues are fully resolved.
- Maintain and update insurance policy documentation and information across all company systems.
- Regularly communicate the compliance status of subcontractors to project teams.
- Interpret various types of insurance policies, endorsements, and terminology, and assess subcontractor risk profiles.
- Quickly identify problematic exclusions and missing endorsements.
- Possess a thorough understanding of General Liability and Excess Liability policy forms, endorsements, and coverage terminology.
Skills:
- Ability to manage multiple projects concurrently.
- Capable of working independently.
- Strong verbal and written communication skills.
- Effective problem-solving and time management skills.
- Proficient in Microsoft Office Suite.
- Detail-oriented with strong analytical skills.
- Ability to collaborate effectively within a team and promote teamwork.
Requirements:
- Minimum 5 years' experience in a Property/Casualty Broker or similar role.
Benefits:
- 401(k) with matching
- Dental, health, life, and vision insurance
- Flexible spending account
- Paid time off
- Referral program
- Tuition reimbursement
Experience:
- Insurance verification: 5 years (Preferred)
Location Requirements:
- Must be able to commute to Plainview, NY 11803
- Work is conducted in person
Busy west Tampa area retail insurance agency is looking for a P & C Licensed CSR – Commercial Lines
Salary based on level of experience. P & C business only, no medical. Commercial Insurance experience is required.
We use Partner XE software for agency management system. We are a small family-oriented agency but are continuing to grow.
- Must possess a valid Florida 4-40 license or 2-20 (Not a 2-15; 20-44 or 6-20)
- Must be detail-oriented and comfortable working in a paperless environment
- Must be familiar with acord applications and certificate templates
Only qualified candidates will be contacted for possible interviews. Must live within 20 miles of agency. Must be a team player. We are seeking a CSR to assist the Agent with day to day workflow. A sampling of duties may include:
- CSR will assist the Agent with binding new and renewal business as directed
- CSR will also assist in filing claims as needed/or updating the agency system with claim information
- CSR will review state MVR and review against company guidelines before endorsing to policy/policies
- CSR may be asked to order loss runs when agent is shopping the renewal
- CSR will be asked to process certificates of insurance
We offer a business casual work environment. Comprehensive benefits package. 401k eligible after 1 year of service. Salary based on experience for position. This is NOT a remote position and no hybrid schedules will be offered. This is an in office position, Monday through Friday from 8:30am to 5:00pm.
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Busy west Tampa area retail insurance agency is looking for a P&C Licensed Insurance Service Support Representative
P&C business Commercial Auto experience needed.
We use Partner XE software for agency management system. We are a small family-oriented agency but are continuing to grow.
- Must possess a valid Florida 4-40 license
- Must be detail-oriented and comfortable working in a paperless environment
- Must be familiar with acord applications and certificate templates
Only qualified candidates will be contacted for possible interviews. Must live within 20-25 miles of agency. Must be a team player.
We are seeking a Support Representative to assist the Account Manager with the day-to-day workflow. A sampling of duties may include:
- Assist the Account Manager with driver changes, certificate requests, and recommendation letters
- Assist in filing claims as needed/or updating the agency system with claim information
- May order state MVR and review against company guidelines before endorsing to policy/policies
- May be asked to order loss runs
We offer a business casual work environment. Comprehensive benefits package. 401k eligible after 1 year of service. Salary based on experience for position. This is in office and is not remote!
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 52000 ) [ContactName] => Anna DeVito [ContactPhone] => [ContactEmail] => anna@gcuins.com [DatePosted] => 2024-08-14T10:35:18 [City] => Tampa [State] => FL [PostalCode] => 33626 [Country] => [Status] => Closed [ContactId] => 193063507013461 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 42000 ) [ShowOnWeb] => 1 [PositionId] => EB-1800072681 [LastModified] => 2025-02-04T09:12:27 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Customer Service ) ) ) ) [69] => stdClass Object ( [JobId] => 186124459873641 [CompanyId] => 110389065043248 [CompanyName] => EmPRO Insurance Company Home Office [Industry] => [JobType] => FullTimeRegular [JobTitle] => Financial Reporting Manager [DegreeRequired] => [JobDescription] =>General Summary: The Financial Reporting Manager will report to the Senior Vice President and Chief Financial Officer and collaborate with the Assistant Vice President of Reinsurance & Internal Controls on financial reporting and statutory accounting. The ideal candidate must have experience with the Statutory Financial Statements "Yellow Books" and a background in the insurance industry.
100% in the office.
Essential Duties & Responsibilities:
- Facilitate the preparation, validation, review, and timely submission of all statutory financial requirements including NAIC Quarterly and Annual Statement (“Yellow Book”) and state regulatory reporting requirements.
- Evaluate and perform balance sheet and income statement reconciliations that are complete, accurate and fully supported by appropriate evidence in compliance with statutory accounting regulations.
- Analyze and review month-end close activities for discrepancies, coding errors and other issues that should be researched and resolved or brought to management’s attention, including preparation, review, upload, and posting of journal entries.
- Participate in annual financial audits and engage with external audit partners.
- Partner with relevant departments in preparation and filing of quarterly and annual statutory statements, supporting schedules (such as Schedule P, F, financial notes, general interrogatories, risk-based capital reports, management discussion and analysis, and insurance expense exhibit).
- Maintain accounting principles, practices and procedures that are supported by the accounting standard that is relevant to that financial transaction including Statements of Standard Accounting Practices (“SSAPs”) and Generally Accepted Accounting Principles (“GAAP”) standards.
- Perform internal roll-forward analysis and review of the finance department’s reporting workpapers that are used to source the quarterly and annual financial statements.
- Provide support in applying the appropriate accounting treatment on operational transactions associated with accounts payable and accounts receivable work efforts.
- Ensure compliance with all relevant insurance industry regulations and standards.
- Assist in enhancement of internal control systems to ensure the accuracy of financial data and protection of the company's assets.
- Review and manage significant insurance accounts including direct premiums written, operating expenses, incurred losses and outstanding reserves.
- Oversee the preparation of regulatory filings and ensure all deadlines are met.
- Assist in training and development of finance team in core accounting functions and procedures such as workpaper design, balance sheet & income statement review, reconciliation of accounts, and other areas as needed.
- Provide technical financial advice and knowledge to finance organization
- Foster a collaborative and high-performance team environment.
- Coordinate cross-departmental collaboration to support organizational goals.
Education & Qualifications:
- Bachelor’s degree from an accredited university with a degree in finance or accounting.
- A CPA/Master’s degree or MBA preferred.
- Minimum of two years knowledge of statutory accounting principles; statutory accounting experience is required.
- Proven experience in managing and facilitating annual statement preparations for an insurance/reinsurance company.
- Knowledge of Clearwater, Sage Intacct, or other related accounting software a plus.
- Proficiency in Microsoft Suite including Excel, Word, PowerPoint, OneNote, with particular emphasis on data management (pivot tables, SQL, etc.).
- Significant experience with general ledger, journal entry preparation, monthly & annual close processes.
- Excellent oral, communication, and time management skills.
- Excellent analytical, problem solving, and critical thinking skills.
- Ability to work independently & multitask with strong organizational skills.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 150000 ) [ContactName] => Esther Seidman [ContactPhone] => [ContactEmail] => e.seidman@medmal.com [DatePosted] => 2024-09-26T13:26:10 [City] => Roslyn [State] => NY [PostalCode] => 11576 [Country] => [Status] => Closed [ContactId] => 156176317192207 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 130000 ) [ShowOnWeb] => [PositionId] => EB-1210148710 [LastModified] => 2025-02-03T13:20:41 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Accounting ) ) ) ) [70] => stdClass Object ( [JobId] => 124327666615343 [CompanyId] => 700676431522160 [CompanyName] => Acuity Group LLC [Industry] => [JobType] => FullTimeRegular [JobTitle] => Vice President Claims- Self Funded Groups [DegreeRequired] => [JobDescription] =>
Vice President, Claims - Self-Funded Groups
Major Responsibilities:
- Set up new medical, dental, and vision plans for self-funded groups or update existing plans.
- Oversee Claims Processors and the Reinsurance department.
- Handle special projects with vendors and process claims for multiple groups as needed.
- Communicate with plan sponsors, employees, and providers regarding claims and coverage questions.
Role Responsibilities:
- Build medical, dental, and vision plans in claims processing software for new groups and update current plans as necessary.
- Update plan documents and maintain the website for sponsors, employees, and providers.
- Supervise claims processors, reinsurance department, and check printing processes.
- Set up new groups with check printing vendors.
- Pull claims from the clearinghouse, distribute them to appropriate queues, and resolve any related issues.
- Manage medical review cases with vendors and communicate decisions to providers and employees.
- Enter updated W-9 information into the claims processing system.
- Address coverage and claims procedure questions for group sponsors, employees, and providers.
- Submit reports to clients and vendors and provide forms and claims-related materials as requested.
Additional Responsibilities:
- Process medical, dental, and vision claims for multiple groups as needed.
- Handle special projects regarding claim changes or issues.
Professional Qualifications:
Knowledge:
- High School Diploma or Equivalent (some college preferred).
Skills:
- Basic knowledge of laws and regulations related to benefit plans, including COBRA, HIPAA, and the Affordable Care Act.
- Strong analytical and critical thinking skills.
- Team player with a collaborative mindset.
Experience:
- Five (5) years of experience in benefits, insurance, or medical coding.
Technical Competencies:
- Proficient in Microsoft Office Suite.
Professional Competencies:
- Effective communication skills.
- Strong customer focus.
About the Role:
Insurance Agency is seeking a Certificate Service Coordinator to manage the certificates of insurance for a large book of business with does include contractor clients. This role is critical in ensuring compliance with insurance requirements for contractors who are continuously securing new jobs. The ideal candidate will have a strong understanding of insurance policies, endorsements, and contract requirements, with the ability to quickly interpret complex insurance clauses in contracts.
Key Responsibilities:
- Manage Certificates of Insurance (COIs): Oversee the issuance and tracking of COIs for book of business including contractors, ensuring all insurance requirements are met.
- Contract Analysis: Review detailed contracts identify insurance requirements, and determine necessary coverage levels.
- Endorsement Management: Apply required coverage endorsements and communicate necessary updates to Customer Service Representatives (CSRs).
- Compliance & Risk Management: Ensure all contractor clients are maintaining appropriate coverage levels and meet job-specific insurance requirements.
- Process Optimization: Work with a team of assistants handling routine certificate tasks, while focusing on more complex insurance compliance and endorsement issues.
- Collaboration: Act as the liaison between contractors, CSRs, and internal teams to facilitate smooth operations.
Qualifications & Experience:
- Insurance Knowledge: Strong understanding of insurance policies, COIs, endorsements, and contractual insurance requirements.
- Attention to Detail: Ability to quickly analyze contracts and pinpoint critical insurance coverage obligations.
- Communication Skills: Ability to clearly interpret and explain insurance requirements to internal teams and contractor clients.
- Experience: Previous experience in an insurance agency, preferably handling COIs, endorsements, or contractor insurance.
- Organization & Efficiency: Ability to manage multiple contractor accounts efficiently in a fast-paced environment
- Familiarity with AMS360 or other agency management system
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About the job
Overview
About us:
Our client is more than a financial services provider—they are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by a leading investment firm with approximately $19.1 billion in assets under management as of May 31, 2024—they have rapidly grown to over $13 billion in consolidated assets as of June 30, 2024.
Their mission is rooted in simplicity and transparency. they offer straightforward annuity solutions and personalized service, allowing clients to make confident decisions about their financial futures. They have an "A" (Excellent) rating from A.M. Best, they provide the stability and trust their clients and employees can rely on.
Why Join
- Impactful Work: Contribute to a company that genuinely makes a difference in people's lives by simplifying retirement planning and providing peace of mind.
- Growth and Innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
- Collaborative Environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
- Commitment to Excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients' unique needs.
- Strong Partnerships: Engage with a broad network of over 16,000 agents, independent marketing organizations, banks, and broker-dealers.
They believe that their employees are our greatest asset. They are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally.
Position:
Our client company provides reinsurance of asset intensive policies such as annuities, issued in the United States and Asia, and has a strong commitment to underwriting discipline and financial strength.
Reporting to the Chief Actuary, the Actuary will support a broad range of tasks including valuation, modeling, and reporting. The ideal candidate will have technical proficiency and the ability to navigate ambiguity and produce commercial results. This position will be based in Denver (Hybrid).
Key Responsibilities:
- Support the quarterly actuarial valuation and annual assumption setting process.
- Support the actuarial aspects of financial reporting, business planning projections as well as regulatory filings.
- Support the in-depth experience analysis on life and annuity decrements and policyholder behavior.
- Support interactions with external auditors and the external Approved Actuarial team.
- Implement the design and documentation of actuarial controls and critical actuarial risk governance policies.
- Other ad hoc projects and tasks as required.
Minimum Requirements, Skills & Experience:
- Bachelor’s degree in a quantitative discipline such as mathematics, statistics, actuarial science, etc.
- Associate of the Society of Actuaries or equivalent designation.
- 2 - 3 years’ post associateship actuarial experience with a strong preference for annuity reinsurance and asset modeling exposure.
- Experience with actuarial valuation software MG-ALFA and / or experience in programing and systems automation.
- Prior experience with key financial reporting, accounting, and solvency regimes, including Bermuda Monetary Authority and / or Cayman Islands Monetary Authority regulations and Solvency II, US GAAP, US Statutory, and US tax a plus.
- Previous experience in valuation of annuity products or blocks of policies a plus.
- Familiarity with fixed deferred annuities (FIA, MYGA).
- Able and willing to work on multiple projects and meet tight deadlines as needed.
Location:
- Position located in Denver CO (Hybrid: in office Tuesday - Thursday).
- Actuarial exam support.
Our client is seeking a highly skilled and detail-oriented Property Field Adjuster to join their team. As a Field Property Adjuster, you will be responsible for investigating and evaluating property damage claims made by policyholders. Your focus will be on residential, commercial, and farm properties, assessing the extent of damage, determining coverage, and negotiating settlements with insured individuals or third-party claimants.
You will work out of your home and be provided with a company vehicle, cell phone, and computer.
Territory: South Central, WI – Dane, Green, Rock Counties
- Visit claim sites to inspect and assess property damage caused by incidents such as fires, floods, storms, or accidents. Gather all necessary information and document the extent of the damage accurately.
- Analyze insurance policies, review claim forms, and investigate the circumstances surrounding the loss to determine the coverage and liability. Assess the extent of property damage and calculate the appropriate settlement amount.
- Prepare detailed reports documenting findings, including photographs, measurements, and estimated repair costs. Maintain accurate records of all communication, transactions, and relevant documentation throughout the claims process.
- Interact with policyholders, claimants, and other stakeholders in a professional and empathetic manner. Address questions, concerns, and provide guidance on the claims process, coverage, and settlement procedures.
- Engage in negotiations with policyholders, contractors, and third-party claimants to reach a fair settlement agreement. Clearly explain the settlement offer, including the coverage limitations and applicable deductibles.
- Collaborate with other departments, such as underwriters, legal, and agents, to ensure accurate assessment of claims and compliance with company policies and procedures.
- Stay updated on relevant laws, regulations, and industry standards related to property insurance claims. Ensure compliance with all applicable guidelines and procedures.
- Other duties as assigned.
- Bachelor's degree in a relevant field, such as insurance, risk management, or construction or equivalent work experience may be considered.
- Minimum of three years of experience as a Property Adjuster, preferably in a field-based role. Familiarity with property insurance policies, claim investigation techniques, and industry-standard software for documenting and estimating.
- Solid understanding of construction principles and building materials.
- Strong analytical and problem-solving abilities to assess property damage accurately, evaluate coverage, and negotiate settlements effectively.
- Excellent verbal and written communication skills to interact with policyholders, claimants, and internal stakeholders. Ability to explain complex concepts in a clear and concise manner.
- Strong customer service skills with a focus on providing a positive experience to policyholders throughout the claims process. Ability to handle challenging conversations and demonstrate empathy when dealing with individuals who have experienced property damage.
- Exceptional organizational and time management skills to handle multiple claims simultaneously, meet deadlines, and maintain accurate documentation.
- Valid driver’s license.
- Ability to perform the physical requirements of the job such as climbing ladders, walking roofs, working inside collapsed/burnt structures, walking uneven terrain, etc.
Preferred Qualifications:
- Prior experience working with cause and origin experts.
- Experience in handling recovery processes, including subrogation, contribution, and salvage.
- Familiarity with multi-line claims adjusting.
- HAAG Certification.
Our client created a welcoming place to work with friendly and professional leadership. They are known for the great care they take with their staff, their agents, and customers. They are passionate and determined about delivering the best customer service, preserving insurance industry knowledge, and making a difference through the work that we do.
They believe in a healthy work/life balance and to that end offer a competitive and comprehensive compensation package including health, dental, life, LTD, and vision insurance as well as an employee bonus plan, matching 401k plan, and generous time off benefits.
Position Summary:
This position provides key support in the handling of claims across multiple lines of coverage, with a focus on
Liability. This includes assessing claim coverage, liability, legal and damage issues, and investigating,
evaluating, and effectively resolving all assigned claims in a timely manner according to company and
regulatory guidelines. Provides a high level of customer service to internal and external business partners.
Primary Responsibilities:
• Review, analyze, and interpret policy conditions, exclusions and endorsements to resolve coverage and liability issues for assigned claims
• Prepare reservation of rights letters, nonwaiver agreements, and coverage disclaimers to address claim coverage issues
• Review and evaluate claim reserves to ensure that the respective reserve properly reflects the potential exposure
• Investigate claims to evaluate coverage and legal issues, which may include meeting with Insureds and witnesses, and obtaining statements, records, and other evidentiary materials
• Provide proper documentation and reporting of investigation and claims handling activities
• Negotiates, including through mediation, arbitration, or other court-supervised settlement efforts,
settles, and resolves claims with claimants, insureds, and their lawyers; provides appropriate claims resolution documents
• Maintain a working knowledge of regulatory and jurisdictional requirements
• Provides direction to and management of defense counsel, independent adjusters and other third
parties retained to assist in a particular claim
• Other duties as assigned
Qualifications:
• Minimum of 5 years of experience with the following:
o Coverage Review – interpreting policies, agreements and disclaimers
o Claims Investigation – Statements, authorizations, retention of qualified experts and counsel
o Claims Administration – Reports, review reserves, compliance knowledge of laws and procedures
o Claims Settlement – Preparation of disclaimer letters, releases, and proof of loss statements; participation in legal court proceedings when necessary
• Knowledge of coverage, negligence principles, investigation and negotiation techniques
• Ability to obtain and maintain state adjusting licenses, as needed
• Must be service-oriented, with the ability to provide prompt, efficient, and effective claims and customer service
• Ability to communicate clearly and effectively with our customers, claimants, opposing counsel, defense counsel, and members of the public
• Ability to manage and organize workload of multiple tasks simultaneously
• Excellent judgement, negotiation, and decision making skills
• Must be able to travel between different off-site locations or overnight in an expeditious manner
• Experience in handling liability claims in FL required; AL, GA, SC, NC, VA, PA a plus.
Benefits:
• Competitive salary and benefits
• Paid time off and 12 paid holidays a year
• Health, dental, and vision insurance
• Company paid life insurance – 2x annual earnings
• 401(k) Savings and Profit Sharing Plan
• Education and training opportunities
• Insurance designations encouraged with financial assistance available
• Daily two-hour flexible start and end time for 7.5-hour workday
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ABOUT THIS POSITION
The Service Concierge position combines wonderful relationship skills with strong problem solving and business acumen. The primary responsibility and goal of this role is to work with our customers and retail partners to ensure they have the very best experience with concierge service and lightning fast results. You will be excited by the interaction with happy customers and business partners while helping them navigate through a frictionless experience. Your positive enthusiasm will be infectious and you are encouraged to try new approaches to drive results. We are all about the learnings, and believe in rapid tests to create better outcomes.
How you contribute:
- Facilitate great customer experiences for our customers and retail partners
- Empathetically communicate with customers over email, phone, chat, and text to resolve questions and make them feel confident in working us
- Answer phone calls from both customers and partners, triage, and help resolve their needs
- Help develop & implement new tests to drive better outcomes
- Provide ideas & feedback to product & engineering teams
- Effectively leverage our platform and systems to optimize performance and process
- Serve as voice of customer, understanding customers’ needs and pain points and help translate expectations and identify trends that affect strategic decision
Why you’ll kill it in the position:
You’re an ambitious individual who embraces the agile work atmosphere of a growth-oriented organization. Ultimate success will be measured by delivering on commitments, exceeding goals, and achieving both with integrity and respect for partners, customers and co-workers. Other attributes include:
- Great problem solving skills & business acumen
- You love to develop relationships and help others
- You are empathetic, diligent, and detailed oriented
- A friendly demeanor that makes others feel great
- Professionalism, patience, and a people first attitude
- Exceptional verbal and written communications skills
- Strong time management capabilities
- Self starter that is comfortable in a high energy and vibrant company environment
- 2-5+ years of service experience
- Bilingual English and Spanish
- The ability to collaborate with others to achieve set goals
- Thorough, persistent, and willing to put in the extra effort to achieve goals.
- Bachelor’s degree or comparable experience
What we’ll bring:
- Transparent and fun company culture
- Competitive salary
- Agile process, but not at the expense of proper planning
- World-class benefits (medical, life & vision)
- Dental reimbursement plan
- Paid maternity or paternity leave
- Unlimited vacation policy
- Reimbursement for Professional Development
- Remote employment option
- Company offsites
- Challenging & rewarding work
Description
Currently seeking an experienced Senior Liability Claim Adjuster to investigate and adjust assigned commercial claims of moderate complexity to include litigation. The adjuster will determine liability, secure information, review coverages, and settle claims.
What you will do:
- Investigate assigned complex GL & Auto BI claims including initial investigation, evaluating coverage, negotiating settlements and setting reserves within authority limits, time standards and company best practices.
- Implement company Claims Philosophy and processes and documents all file activity including but not limited to phone calls, attorney contact, medical providers, etc. Documents a plan of action, strategy and future exposure. Set and maintain an appropriate diary schedule as specified in our claims company guidelines.
- Attend mediations for those cases within authority and any other duties related to the effective handling of claims. Implement strategies to expeditiously close files and manages claims to a conclusion in the most effective manner possible.
- Work with and may coordinate the work of independent adjusters and miscellaneous vendors in an attempt to handle claims effectively and contain expenses.
- Recognize exposures and apply company reserving philosophy. Discuss exposures with manager that exceed authority and supports escalation if appropriate.
Investigations include applicable field work such as meetings, inspections, assessing damages and documenting physical evidence. This is a hybrid role in our Sarasota or Lake Mary, FL office or Lawrenceville, GA office
Qualifications
Experience
Required
* Minimum of four years commercial liability claim adjusting experience.
* Strong working knowledge of insurance claim procedures, rules, systems, and regulations.
* Strong working knowledge of claim file management techniques and processes.
* Strong working understanding of the judicial and legal systems.
* Excellent communication, negotiation, interpersonal and organizational skills.
* Ability to analyze, define and solve problems; the use of good judgment and decision-making.
* Ability to interpret and explain insurance policy coverage as applicable to the area of claims handling.
* Commitment to ongoing self-development including, but not limited to, maintenance of required Adjusters License(s).
* Valid driver's license and safe driving record.
* Current, active Adjusters License in assigned jurisdiction(s).
* AIC, SCLA designations or other relevant and pertinent coursework or experience.
Preferred
* Bachelors degree preferred: NOTE -Relevant, progressively responsible work experience may be substituted on a year for year basis for the required education.
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Responsibilities
As a Senior Commercial Lines Account Manager, you’ll assist account executives and producers in client service initiatives and processing renewals.
- Coordinate renewals with Producers and Account Executives.
- Assist with marketing renewal business and preparing presentation packets.
- Handle client inquiries regarding insurance, claims or administrative issues.
- Verify accuracy in renewal policies and generate billing invoices.
- Process policy changes, cross-sell additional services, and manage expiration logs.
- Maintain up-to-date files.
- Follow up on outstanding orders and communications.
- Perform special projects and contribute to a positive work environment.
Qualifications
- 2 years of experience in a similar role and a solid understanding of commercial lines underwriting and coverages.
- Familiarity with Applied EPIC is preferred.
- A self-starter with strong communication skills, creativity, and the ability to work independently or as part of a team.
[Specialty] => [MaxSalary] => [ContactName] => Kurt Sokolowski [ContactPhone] => [ContactEmail] => ksokolowski@trisure.com [DatePosted] => 2025-01-16T09:54:03 [City] => Raleigh [State] => NC [PostalCode] => 27612 [Country] => [Status] => Available [ContactId] => 178547339853857 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 80000 ) [ShowOnWeb] => 1 [PositionId] => EB-5372126032 [LastModified] => 2025-01-16T10:22:34 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Account Manager ) ) ) ) [78] => stdClass Object ( [JobId] => 779668027365786 [CompanyId] => 4220255721688 [CompanyName] => FCCI [Industry] => [JobType] => FullTimeRegular [JobTitle] => Major Case Unit Adjuster [DegreeRequired] => [JobDescription] =>
Position MCU Adjuster – Primarily handling construction defect claims Settlement authority will vary based on experience (typically between $150K and $350K); Pending CD exposures in the 100 to 200 range depending on the type of CD claims we receive. The desk will be 100% General Liability construction defect claims that can vary from $500 (low exposure single family home CD claims) to higher exposure claims ($100K to $500K range).
Description
As a Major Case Unit Claim Adjuster, you will provide quality, cost efficient, and timely investigation of the company’s highest level, complex claims. Experience handling Florida construction defect claims is needed. The position requires expertise in areas such as coverage analysis, jurisdictional diversity issues, litigation management, and extra expense work on significant and unique issues where analysis of situations or data requires an evaluation of intangibles. Develop litigation/file disposition strategy and attend mediations, settlement conferences and trials. This role is hybrid at our Sarasota FL, office or one of our regional/field locations (Lawrenceville, GA; Lake Mary, FL; Carmel, IN; Richmond, VA and Richardson, TX)
Qualifications
Experience
Required
* Bachelor's degree; (NOTE - Relevant, progressively responsible work experience may be substituted on a year for year basis for the required education)
* Ten years of relevant, progressively responsible complex claims adjusting experience
* Ten years handling heavily litigated claims
* Applicable adjuster license
* Expert knowledge of insurance claims procedures, rules and systems
* Expert knowledge of complex claim file management techniques and processes
* Expert knowledge of jurisdictional issues
* Excellent knowledge of and ability to interpret and explain insurance policy coverage
* Advanced knowledge of the judicial and legal systems
* Excellent communication, interpersonal and organizational skills
Preferred
* Particular technical expertise in the areas of Florida Construction Defect, Commercial Umbrella, GL and WC Coverage B and Contractors E&O preferred
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 120000 ) [ContactName] => Chitarra Spannaus [ContactPhone] => [ContactEmail] => cspannaus@fcci-group.com [DatePosted] => 2025-01-06T09:51:45 [City] => Sarasota [State] => Florida [PostalCode] => 34240 [Country] => [Status] => Closed [ContactId] => 165954180929998 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 100000 ) [ShowOnWeb] => [PositionId] => EB-6917695319 [LastModified] => 2025-01-16T10:06:30 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Claims ) ) ) ) [79] => stdClass Object ( [JobId] => 777609864613296 [CompanyId] => 789122387018712 [CompanyName] => Old Republic Aerospace [Industry] => [JobType] => FullTimeRegular [JobTitle] => Senior Technical Claims Specialist- Aviation [DegreeRequired] => [JobDescription] =>
Requisite Experience: Candidates must have a solid background in claims handling, with at least seven years of experience, specifically within the realm of aviation insurance. Possession of a pilot's license or A&P certification would significantly enhance your profile.
Skills: The ideal applicant should possess exceptional interpersonal, communication, and organizational abilities. Proficiency in computer applications, especially Microsoft Office suite, is mandatory. A successful candidate will demonstrate the capability to work in a fast-paced team setting, prioritizing tasks effectively and managing fluctuating workloads. The role requires about 35% of your time to be dedicated to travel, the extent of which can vary.
Core Duties and Responsibilities:
• You will be directly managing aviation claims, overseeing the entire process from initiation to completion.
• Your tasks will include risk assessment, damage evaluation, and completion of all stages of claim adjustments, ultimately ensuring our insured parties are correctly indemnified based on the coverages specified in their policy.
• Responsibilities include reviewing new losses, initial contact establishment, resolving coverage issues, and thoroughly reviewing the policy and any endorsements that could affect coverage.
• You'll be expected to conduct on-site investigations of aircraft accidents and evaluations of aircraft and property damage.
• Communication with various stakeholders such as policyholders, claimants, witnesses, and attorneys will be a part of your role, gathering the necessary information to support contested claims in court. • You'll supervise the panel attorney for claims that reach litigation.
• Your duties will also include preparing reports detailing investigative findings, claim settlements, management issues, evaluations, and potential resolutions.
• You'll be expected to make policy rating recommendations to the underwriting team.
• Familiarity with standard concepts, practices, and procedures within the aviation field is a requirement.
General Summary:
This position is responsible for the profitable growth of an assigned book of business, utilizing underwriting policies and guidelines, rating manual rules, and appropriate state insurance laws and regulations. The Junior Underwriter will work closely with their assigned Senior Account Manager and Director of Underwriting to make appropriate individual and portfolio risk decisions.
Essential Duties & Responsibilities:
- Underwrite accounts for Healthcare Facility Underwriting within the scope of assigned authority.
- Review and prepare indication proposals on submissions and account renewals for both Professional Liability and General Liability.
- Present new submissions and recommendations to actuary, Director, VP of Underwriting, and Executive Management as necessary.
- Process various policy endorsements and policy issuance.
- Clearly communicate product offerings and position at the point of sale.
- Maintain a diary system for managing scheduled letters and communications with brokers and insureds.
- Produce form letters on account status to brokers/clients.
- Input accounts into the database.
- Produce analyses and reports as needed.
- Review new submissions for outstanding information required to provide an indication.
- Assist with claims coverage verification as needed.
- Follow up with brokers/insureds on requested documents.
- Conduct visits/meetings with brokers and insureds, establishing and maintaining effective relationships.
- Stay informed on industry and regulatory trends and requirements.
- Assist with additional projects as needed.
Education & Qualifications:
- Bachelor’s Degree or equivalent business experience required; RPLU or CPCU designation preferred.
- 1–2 years of professional liability insurance experience required; general liability experience preferred.
- Foundational knowledge of underwriting processes, coverages, and tools to evaluate information for appropriate renewal and new business decisions.
- Proficient in Word, Excel, and PowerPoint.
- Independent worker with strong attention to detail and organizational skills.
- Excellent written and oral communication skills.
- Ability to maintain professional relationships with colleagues, insureds, brokers, and management.
- Capable of functioning in a professional office environment and using standard office equipment.
Position Summary:
We are seeking a highly experienced and skilled individual to lead our growing Title Insurance Company as President. The ideal candidate will have a minimum of 5 years' experience managing others, 10 years Title Insurance experience, and a strong background in conducting title searches, escrow, and real estate transactions. Additionally, the candidate should have experience in building relationships with mortgage lenders, real estate brokers, and banking institutions.
Company Description:
Our company is a fast-growing Title Insurance Company that prides itself on providing exceptional service to our clients. We are dedicated to helping individuals navigate the complex world of real estate transactions with confidence and peace of mind.
Responsibilities:
- Lead and oversee all operations of the company, including managing staff, budgets, and resources
- Develop and implement strategic plans to drive growth and profitability
- Build and maintain strong relationships with mortgage lenders, real estate brokers, and banking institutions
- Ensure compliance with all regulatory requirements and industry standards
- Conduct title searches, oversee escrow processes, and manage real estate transactions
- Use closing skills to finalize deals and ensure the smooth transfer of property ownership
Desired Experience and Skills:
- Minimum of 5 years' experience managing others
- 10 years Title Insurance experience
- Knowledge of conducting title searches, escrow, and real estate transactions
- Experience building relationships with mortgage lenders, real estate brokers, and banking institutions
- Strong leadership, communication, and decision-making skills
- Ability to work well under pressure and meet tight deadlines
- High school diploma minimum, bachelor's degree preferred. [Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 75000 ) [ContactName] => Mychal Walker [ContactPhone] => [ContactEmail] => mychalwalker@yahoo.com [DatePosted] => 2024-11-05T10:46:42 [City] => [State] => MO [PostalCode] => [Country] => [Status] => Closed [ContactId] => 131025075941588 [MinSalary] => [ShowOnWeb] => [PositionId] => EB-5166058917 [LastModified] => 2024-12-31T11:17:39 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Title Insurance ) ) ) ) [82] => stdClass Object ( [JobId] => 230381180901832 [CompanyId] => 820691239440370 [CompanyName] => Companjon [Industry] => [JobType] => FullTimeRegular [JobTitle] => Head of US Insurance [DegreeRequired] => [JobDescription] =>
Head of US Insurance
Summary
The James Allen Companies is seeking on behalf of our client an entrepreneurial individual to take responsibility for setting up our client's US entity and developing their local/regional business. As the Head of US Insurance this person will be overseeing all regulatory and operational activities and act as the face of the client to market. This role requires an energetic and forward-thinking professional with a strong background in the insurance industry.
Why You Should Join
Our client's aim is to lead the embedded insurance market globally. Europe and beyond.
They are on a mission to change the way people think about insurance. They strive to inspire to break new ground and find progressive solutions
that really improve people's lives. They put people at the center of their attention. They create solutions that are based on collaboration and the
exchange of brilliant minds.
• Ensure Regulatory Compliance: Stay at the forefront of insurance regulations, ensuring all our products consistently meet and
exceed state and federal standards
• Oversee Licensing: Ensure company compliance and keep all required insurance licenses up to date by working closely with
external partners and agents
• Regulatory Reporting: Maintain meticulous records in accordance with client's internal policies and procedures and ensure timely submission of all required reports to regulatory
authorities
What we can offer to You
• Highly competitive salary – Our compensation package is very
competitive in the market, with high growth potential
• Opportunity to have a strong impact and independence – We
value your ideas and opinions. We believe that you can have a
strong impact and you will work on meaningful tasks. You will
have the opportunity to work on your own initiatives and take
risks. Failures are part of the journey
• Ownership of your future – We are growing fast, and you will have
the opportunity to shape your own role and future in the
company
• Direct access to top management – You will work in direct
contact with the top management. Giving you the opportunity
to learn from highly experienced senior employees
• Amazing diverse team – You will have the chance to work with
brilliant people from different backgrounds, and cultures
• Ongoing training and education – We offer unique
internal/external training opportunities and development
programs. Constant training available so you remain the best
skilled in the market
What you will need to succeed
• Extensive experience in the insurance industry, with a strong track record in leadership, operations, and business development
• Holding at least a P&C and travel producer licences in their resident state. Additional P&C and Travel insurance producer
licenses in 10 of the most populous US states are preferred
• Thrives in fast-paced, high-growth environments, with international, cross-border experience
• Self-starter with strong analytical, problem-solving, and decision making skills
• Being domiciled in the US with the ability to work independently and as part of a team, managing multiple priorities effectively
• Fluency in English, other languages a plus
What we would love to see from you
• Ability to work with multiple deadlines
• Highly motivated and constantly aiming to improve
• Start-up mindset- comfortable working in a highly dynamic
environment
• Flexibility to travel within the US and to Europe on a regular basis is
required for this role
About Client
Our client is a leading tech venture in Europe specializing in embedded insurance that’s fully digital, end-to-end, and hassle-free. Our
highly successful business model allows us to partner with global digital businesses to bring their customers unique, flexible, and fully automated
insurance tailored to their bookings and purchases. They seek to provide peace of mind if plans change. They help their partners enable business growth, gain unrivalled customer loyalty,
and generate additional revenue from our solutions. Recognized by Forbes as a tech-driven disruptor. They are also a global INSURTECH100 company. They strive to change the way people think
about insurance, turning negative experiences into positive ones.
Our motto: Right there when life happens!
POSITION SUMMARY
Location: New York, NY
Reports to: SVP & Director of Account Services
The Account Analyst will have responsibility for all aspects of reinsurance accounting and claims processing for
assigned clients. They will be responsible for contract set up in the Pivot Point System and processing all reinsurance
accounting and claims transactions, including both excess of loss and pro rata business. The position will also be
responsible for statistical and claims support for the broking team and the technical Claims Department.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Serve as day-to-day point of contact for the client on Operational, Accounting, and Claims matters
Program setup in the Pivot Point System to ensure compliance with reinsurance contract terms
Confirm and bill Deposit Premiums, Premium Adjustments, and Profit Commission calculations
Monitor and service periodic Pro Rata Treaty Accounts
Along with the Fiduciary Accounting team, coordinate cash collections and track cash receipt and
disbursements of multi underwriting year Pro Rata Treaty Accounts
Review and process all claims notices and billings within established timelines
Collaborate with the Claims Technical Manager on specific client claims issues
Pursue collection of all outstanding Premium and Claim balances
Work with Clients and L.O.C. Committee on year-end Collateral Funding requirements
Preparation of Experience Reports and other statistical reports as requested
Special Projects as requested, including working with various internal department committees
EDUCATION AND EXPERIENCE
5 to 10 years of relevant (re)insurance experience
Bachelor’s degree in Business or Accounting Preferred but not necessary
Proficient in PC applications including Outlook, Excel, Word, PowerPoint, and Microsoft Office. Power BI
experience a plus
Use of an on-line broker or reinsurance accounting system a plus
KNOWLEDGE, SKILLS, AND ABILITIES
Demonstrates initiative, a strong work ethic, and sense of urgency
Ability to work independently
Exceptional interpersonal, teamwork skills and the ability to interact effectively with all levels of the
organization.
Projects a strong value system (e.g. integrity, trustworthiness, respect)
Ability to establish and maintain enduring professional relationships with colleagues, clients and reinsurers
Demonstrates effective verbal and written communication, presentation, and listening skills.
Must be very detail-oriented and possess excellent organizational skills. Attention to detail is a must!
Ability to maintain confidentiality with client data
Ability to multi-task and manage various projects simultaneously [Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 150000 ) [ContactName] => Luke Kwiatkowski [ContactPhone] => (212) 412-9424 [ContactEmail] => lukek@holborn.com [DatePosted] => 2024-10-31T08:16:27 [City] => New York [State] => NY [PostalCode] => 10038 [Country] => [Status] => Closed [ContactId] => 160670622497317 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 100000 ) [ShowOnWeb] => [PositionId] => EB-1530912192 [LastModified] => 2024-12-12T10:10:32 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Accounting ) ) ) ) [85] => stdClass Object ( [JobId] => 136664540775379 [CompanyId] => 110389065043248 [CompanyName] => EmPRO Insurance Company Home Office [Industry] => [JobType] => FullTimeRegular [JobTitle] => Healthcare Facilities Underwriter (Med Mal) [DegreeRequired] => [JobDescription] =>
General Summary: This position is responsible for the profitable growth of an assigned book of Healthcare Professional and General Liability business utilizing underwriting policies, guidelines, rating manual rules and insurance laws and regulations. The Underwriting Account Manager will have a thorough understanding of company strategies and appetites and will use internal and external data to make appropriate individual and portfolio risk decisions.
Essential Duties & Responsibilities:
- Underwrite accounts for the Healthcare Facilities Underwriting within the scope of assigned underwriting authority.
- Reviews applications and financial requirements to determine acceptability of risk in accordance with company guidelines and standards.
- Understands pricing components and rating methodology as well as use of the predictive modeling tools; prices risk based on financial and competitive analysis.
- Uses all appropriate underwriting tools disciplines and knowledge of strategies to ensure underwriting guidelines are followed.
- Strong ability to identify, analyze and solve problems as well as the ability to manage and prioritize multiple concurrent projects.
- Review and prepare quotation proposals on submission and renewing accounts for both Healthcare Professional and General Liability.
- Demonstrates technical underwriting skills through strategic, thorough account reviews and file documentation.
- Keeps current on state/territory issues, regulations, and trends.
- Manages assigned portfolio to achieve gross written premium, profitability, rate, retention, product mix, new business and portfolio management goals
- Demonstrates in-depth knowledge of company products and appetite.
- Process various policy endorsements and policy issuance.
- Produce analysis and reports on an as need basis as required.
- Assist with claims coverage verification as needed.
- Input account in database, enter information from application, loss runs, and other information as necessary
- Conduct visits/meetings with our brokers & clients to establish and maintains effective relationships and communications.
- Follow-up with brokers/clients on requested documents.
- Other duties as assigned by management.
Education & Qualifications:
- Bachelor’s Degree, or equivalent business experience required. NYS broker’s license desired.
- 5+ years of related hospital professional liability insurance required; general liability experience preferred.
- Proficient in Microsoft Office Suite.
- Knowledge of underwriting processes, coverages, and tools to gather and evaluate information in order to reach appropriate decisions on renewals and new business.
- Must demonstrate ability to maintain an effective working relationship with other departments, employees, management, and clients.
- Excellent verbal and written communication skills.
- Must be detailed oriented and have good organizational skills.
- Ability to work without direct supervision, make independent decisions and meet specific deadlines.
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External Wholesaler
Overview
A leading wholesale distributor of life insurance, long-term care insurance, and annuities, exclusively serving financial service professionals. Clients partner with the organization to access highly rated carriers, advanced planning expertise, industry-leading technology, and comprehensive back-office support.
Core Values
- Client-Centric Approach: Prioritizing client needs in every recommendation.
- Exceeding Expectations: Delivering responsive, high-standard service.
- Ownership and Autonomy: Taking responsibility and working independently to fulfill commitments.
- Professionalism: Providing exceptional and professional experiences.
- Collaboration: Leveraging teamwork to achieve shared goals.
- Structure and Organization: Maintaining consistency and reliability through strong organizational skills.
The Role
This role involves building relationships with insurance and financial advisors to support clients' wealth protection and transfer planning needs. By leveraging advanced tools and resources, the candidate will connect with financial planners, property and casualty agents, CPAs, and others through personalized meetings and group presentations.
Ideal Candidate Profile
- Experience in retail or wholesale life insurance.
- Motivated self-starter with strong relationship-building skills.
- Highly organized, results-driven, and collaborative.
- Holds a life/health insurance license (Series 6 or higher preferred).
Training and Compensation
Comprehensive hands-on training is provided, including mentorship and a clear roadmap for success through proven systems. The compensation package includes a competitive base salary with incentives, healthcare coverage, retirement matching, and full support for equipment and expenses.
Position Title: Director of Commercial Insurance
Department: Commercial Insurance Sales
Reports To: Chief Operating Officer (COO)
Position Overview:
The Director of Commercial Insurance oversees the company's commercial insurance sales operations, focusing on enhancing sales force effectiveness and managing essential functions to boost productivity. Responsible for building the insurance department of the organization. This role encompasses planning, reporting, quota setting and management, sales process optimization, sales training, program implementation, sales compensation design and administration, and talent acquisition. The Director ensures the overall productivity and effectiveness of the commercial insurance sales operation, fostering close working relationships with both internal and external stakeholders to guarantee the sales organization's efficient operation and success.
Job Responsibilities:
· Design and implement sales forecasting, planning, and budgeting processes, ensuring integration with the company's overall planning processes.
· Provide leadership within the sales organization, offering counsel to Executive Management to align sales objectives with business goals.
· Assign sales force quotas fairly and manage the financial objectives distribution across all sales channels efficiently.
· Ensure all sales organization objectives are assigned timely.
· Collaborate with senior management to identify sales process improvements, facilitating new program implementations to ensure efficiency.
· Prioritize investments in technologies that enhance sales productivity, recommending changes to the Customer Relationship Management (CRM) platform as needed.
· Develop and implement sales reports and intelligence tools, coordinating with sales leadership for accurate and efficient reporting.
· Establish a comprehensive sales force training plan in collaboration with Human Resources, focusing on developing essential sales competencies.
· Design sales incentive compensation programs that align with the company's strategy and objectives, overseeing their administration.
· Support the consistent implementation of company initiatives.
Accountabilities and Performance Measures:
· Achievement of the company's sales, profit, and strategic objectives.
· On-time implementation of sales organization quotas and performance objectives.
· Comprehensive implementation of initiatives impacting the sales organization.
· Accurate and timely sales reporting for organizational effectiveness.
· Fulfillment of strategic objectives as defined by company management.
Organizational Alignment:
· Reports directly to the Chief Operating Officer.
· Manages one or more licensed Sales Producers directly.
· Directs the support of sales, service, and other management resources as necessary.
· Maintains close, cooperative relationships with peer leaders and senior executives.
Qualifications:
· Bachelor's degree in Business, Finance, or a related field; an MBA or equivalent is a plus.
· 10-15+ years of sales experience, including at least 5+ years in sales and/or agency management and leadership.
· A minimum of five years in sales operations, business planning, or sales support management.
· Proficiency in PC usage.
· Holds a Property & Casualty Producer's License in good standing across all 50 states, with current CE credits in required lines and states.
· Advanced professional designations (e.g., AAI, AIM, AMIM, CPCU) are advantageous.
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The role of a Revenue Accountant, also known as a Premium accountant, is to leverage technical and analytical skills to become an integral part of the financial reporting function. Additionally, the purpose of the department is assisting in the safeguards of company assets, providing timely and accurate external reporting, presenting financial analysis of trends and key issues, and consulting with business units using analytical tools to enable leadership to make timely, accurate and fact-based decisions that enhance profitable growth.
100% in the office.
Essential Duties & Responsibilities:
- Evaluate and perform balance sheet reconciliations that include account and sub-ledger close reviews pertaining to premium, commissions, and accounts receivable line items. The review of these accounts needs to be complete, accurate and fully supported by appropriate evidence in compliance with statutory accounting principles and internal control procedures.
- Assist in monthly & quarterly financial reporting close workflows and provide analysis of Financial Statements for all the company’s entities.
- Play a pivotal role in the preparation of the company’s quarterly and annual statements including all required disclosures, supporting schedules, and internal communication packages.
- Analyze and review month-end close activities for discrepancies, coding errors and other issues that should be researched and resolved, or brought to management’s attention, including preparation, review, upload, and posting of journal entries.
- Actively involved with audit preparations and building out processes, procedures, and controls to ensure compliance with appropriate statutory accounting principles and regulatory requirements.
- Partner with IT Department to streamline and automate processes when possible.
- Engage with other business areas on special assignments and projects to assist in the further growth of the company.
- All other duties deemed appropriate by management.
Education & Qualifications:
- Bachelor’s Degree in accounting or related field. Certified Public Accountant (CPA) designation and/or MBA preferred.
- A minimum of three years of statutory accounting experience required.
- A minimum of one year experience with a Property & Casualty (P&C) insurance company or accounting firm working with insurance clients is required.
- Experience with general ledger, journal entry preparation, monthly & annual close processes.
- Excellent oral, communication, and time management skills.
- Demonstrate analytical, problem solving, and critical thinking abilities.
- Strong skills in Microsoft Suite including Excel, Outlook, Word, PowerPoint, OneNote.
- Knowledge of Sage Intacct or other related accounting software a plus.
- Must be able to work 5 days per/week onsite in the Roslyn office.
Title: Escrow Clerk
About Us: As a leading Title Insurance Agency, we are committed to delivering exceptional services in title insurance and settlement services. We strive to ensure a smooth and secure transaction for every property purchase and sale. Our team is expanding, and we are seeking a dedicated Escrow Clerk with a keen eye for detail and a proven track record in the Title Insurance Industry.
Position Overview: We are seeking an experienced Escrow Clerk to join our dynamic team. The ideal candidate will have at least 3 years of relevant experience in the title insurance industry, with a strong ability to manage multiple tasks efficiently. Knowledge of Tracker Pro software is highly advantageous.
Key Responsibilities:
- Manage and process payments for real estate taxes, ECB liens, and parking violations to ensure timely settlements.
- Maintain accurate and up-to-date communication with clients to facilitate the resolution of issues and advance the escrow process.
- Coordinate the release of escrows, ensuring all conditions are met and documentation is complete.
- Work closely with agents, lenders, and buyers to ensure a seamless transaction process.
- Handle confidential information with discretion and integrity.
Qualifications:
- Minimum of 3 years of experience in the Title Insurance Industry.
- Exceptional attention to detail and strong organizational skills.
- Ability to multitask and prioritize tasks in a fast-paced environment.
- Proficiency in Tracker Pro software is a plus.
- Strong communication skills and a customer-focused approach.
Benefits:
- Competitive salary, commensurate with experience.
- Comprehensive benefits package
- Supportive team environment.
Our focus is on providing insureds with defense and equitable payment of claims, as these are the core reasons they purchase our policies. Our products include proprietary insuring agreements, and our approach to litigation emphasizes defending cases that are defensible, rather than settling claims based solely on economic considerations. When it benefits our insureds, we may pursue claims through various federal and state appellate courts. Historically, we have taken 25 cases to the Supreme Court of the United States, prevailing 21 times.
Vice President of Claims
The Vice President of Claims oversees all aspects of the claims department, ensuring efficient, effective, and equitable processes in the following areas:
-
Compliance, Good Faith, and Fair Dealing
- Compliance with applicable Fair Claims Practices Act(s)
- Response to claim-related complaints to the Department of Insurance
- Selection, management, and evaluation of coverage counsel
-
Management of the Claim Department
- Planning, organizing, staffing (including training and professional development), directing, and controlling
-
Litigation Management
- Selection, assignment, management, and evaluation of legal counsel
- Management of the course and conduct of claims
- Conflict resolution, negotiation, and arbitration
-
Non-litigated Claims Processing and Adjudication
- Efficient processing of non-disputed claims
- Conflict resolution, negotiation, and arbitration of disputed but non-litigated claims
-
Case-Based Reserving
- Timely, accurate, and meaningful loss reserves and loss-related expense reserves
- Input to be used by the Actuarial Committee in calculating AOL
-
Management of Vendor and Strategic Partner Relationships
- Engagement of adjusting and investigating firms, coverage counsel, subrogation counsel
- Maintaining working relationships and treaty compliance with reinsurers
-
Insurance Contract Coverage Analysis
- Analysis of the company’s insuring agreements
- Review of coverage agreements of other entities
-
Data Analytics and Reporting
- Identifying and discussing trends in claim activity
- Analyzing the evolution within the general insurance claims environment
- Reviewing the evolution of coverage (both internally and industry-wide)
-
Collaboration with Other Internal Insurance Disciplines
- Inter-departmental collaboration while maintaining appropriate interactions
- Interaction with the Claims, Internal Control, Reinsurance, and Actuarial Committees, as well as Governance
Subject to a letter listing the scope of his/her authority, the Claim Examiner is an individual who is primarily
responsible for assisting in the accomplishment of the Mission of the Company and the Vision and goals of
the Claim Department through the appropriate intake, direct management and ultimate disposition of claim
related situations, occurrences, claims or suits presented to the Company on behalf of or against persons or
organizations insured by the Company. This work includes:
• receiving, collecting and assimilating information from which the determination of additional actions, if
any, are necessary and appropriate to respond to an event reported as a possible claim by an insured to the
Company or an event that becomes known to the Company that is or may become a claim under a policy of
insurance issued by or through the Company (a “Claim Event”);
• determination of the point at which coverage or coverage related services, if any, attach to such a Claim
Event;
• determination of the rights, duties and responsibilities of all parties involved in the Claim Event to whom
the Company owes a duty or from whom a duty is owed to the Company,
• creation and execution of a plan for the management of a Claim Event presented to the Company, including
the good faith execution of all duties and responsibilities of the Company or owed to the Company;
• establishing and maintaining, on behalf of the Company, an appropriate record of: information received,
decisions made and actions taken, amounts reserved and paid, communications made, the course and
conduct selected and executed, internal control of information as directed, and the ultimate disposition of a
Claim Event reported to the Company;
• accurate and timely estimation and, as necessary and appropriate, timely re-estimation of likely costs of loss
and expense allocable to such a Claim Event;
• providing effective and appropriate communication to relevant parties regarding a Claim Event;
• subject to relevant and appropriate protection of privileged, confidential and/or proprietary information,
providing timely, meaningful and accurate information regarding a Claim Event for the use of others in the
Company, both within and outside the Claim Department and, as appropriate, to parties outside the
Company, including legal counsel, investigators, adjusters, insureds, claimants and reinsurers; and
• participation, as directed, in the peer-to-peer evaluation of the quality, efficiency, effectiveness and
appropriateness of processes, procedures, systems and guidelines which effect the work of Claim
Examiners.
The Claim Examiner is also responsible for supporting and advancing other elements of the Mission of the
Company and the Vision and goals of the Claim Department. This work includes:
• participation, as directed, in the research, design, development and enhancement of insurance and other risk
related products, and
• other duties as assigned by the Claim Manager or the Vice President of Claims.
In this position you will investigate and develop facts involving complex claims,
most involving litigation, for local public entities in Illinois and Indiana. This
involves setting strategy and directing independent field adjusters and defense
counsel towards effective disposition of a variety of high-profile, high-exposure
claims including road design liability, employment practices, civil rights, public
officials’ liability, jail and police liability, and commercial property. You will
work with seasoned defense counsel from boutique law firms analyzing fact
situations, determining strategies and paths towards claim disposition, setting legal
budgets, and overseeing motion practice and trials in state and federal trial and
appellate courts. You will participate in the decision-making process that may
establish new legal precedent in public entity law at the state appellate level, in the
7th Federal Appellate Circuit and, potentially, in the US Supreme Court. You will
attend mediations and settlement conferences telephonically and in person,
providing authority, directing and assisting defense counsel in claims dispositions
and suit settlements.
You will also: set loss and expense reserves within authority limits; analyze and
determine insurance policy coverage and communicate your decision with
policyholders; communicate case reserves, settlement strategy and case progress
with reinsurers; communicate and work with internal Risk Management and
Underwriting staff in loss analysis and application of case-specific knowledge in
the prevention and amelioration of future claims.
Required qualifications for this unique opportunity includes experience with
complex commercial property and liability claim handling and disposition,
litigation management experience, complex coverage analysis and interpretation,
and reinsurer relationship management. Public entity claims handling,
underwriting, or risk management experience is desirable but not required [Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 120000 ) [ContactName] => Rachelle Ludwig [ContactPhone] => [ContactEmail] => rludwig@blissmcknight.com [DatePosted] => 2024-10-14T16:36:41 [City] => Bloomington [State] => IL [PostalCode] => 61704 [Country] => [Status] => Filled [ContactId] => 549204352544491 [MinSalary] => [ShowOnWeb] => 1 [PositionId] => EB-8418936499 [LastModified] => 2024-12-02T10:46:57 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Claims ) ) ) ) [92] => stdClass Object ( [JobId] => 208957605274258 [CompanyId] => 4220255721481 [CompanyName] => Farmers Mutual Insurance Company of Nebr [Industry] => [JobType] => FullTimeRegular [JobTitle] => Multiline Field Adjuster [DegreeRequired] => [JobDescription] =>
Our client is seeking a Claims Adjuster in the Bismarck or Minot areas in North Dakota- exceptional individuals who are intuitive, motivated, and skilled. We’re experiencing incredible growth and are on the search for individuals who would like to grow with us. With a competitive salary and excellent benefits package, expanding beyond health insurance and a generous 401K, we offer an employee wellness program, a company car, pension plan, and so much more. Please supply a cover letter and resume. Applications with cover letters will be given preferential review.
Core values include: Integrity - Service - Excellence - Stability - Strength - Respect - Teamwork
Duties and Responsibilities of a Claims Adjuster:
- Handle assigned losses and underwriting inspections; prepare and submit reports to appropriate department.
- Focus is on complying with the insurance contract, paying the fair amount and cultivating and maintaining good customer relations.
- Call on producing agents, as necessary, keeping agents informed of claims handling issues for their clients. Assist in keeping agents informed of company policies and procedures.
- Regular and timely attendance in the office is an essential function of the job.
In addition to the duties and responsibilities set forth above, the employee occasionally may be asked to assist in other duties throughout the company on an as-needed basis. At no time will any employee be expected to perform any duties, which he or she is not mentally or physically capable of performing.
Qualifications of a Claims Adjuster:
- High school graduate or equivalent is required, college degree preferred.
- Aptitude for and general knowledge of construction, agri-business and/or automobile repair preferred.
- Completion of insurance related courses helpful.
- Must possess valid driver license and have good driving record.
- Ability to communicate effectively with agents, insureds and mortgagees/lien holders, via letter, electronic mail, phone and in person.
- Ability to work on own initiative recognizing the timeliness of all responsibilities and functions of the job.
- Computer proficiency.
- Ability to withstand varied working conditions, which may include indoor and outdoor work, extremes in temperature, uneven or slippery surfaces and possible exposure to pollutants and irritants.
- Physical ability to lift 40 pounds, bend, stoop and crawl, climb ladders and to work at heights above ground level.
- Ability to tolerate prolonged standing, walking and to conduct visual inspections of insured property.
- Ability to work beyond 40 hours or 5 days per week and travel to other district offices.
ABOUT THIS POSITION
The Service Concierge position combines wonderful relationship skills with strong problem solving and business acumen. The primary responsibility and goal of this role is to work with our customers and retail partners to ensure they have the very best experience with concierge service and lightning fast results. You will be excited by the interaction with happy customers and business partners while helping them navigate through a frictionless experience. Your positive enthusiasm will be infectious and you are encouraged to try new approaches to drive results. We are all about the learnings, and believe in rapid tests to create better outcomes.
How you contribute:
- Facilitate great customer experiences for our customers and retail partners
- Empathetically communicate with customers over email, phone, chat, and text to resolve questions and make them feel confident in working us
- Answer phone calls from both customers and partners, triage, and help resolve their needs
- Help develop & implement new tests to drive better outcomes
- Provide ideas & feedback to product & engineering teams
- Effectively leverage our platform and systems to optimize performance and process
- Serve as voice of customer, understanding customers’ needs and pain points and help translate expectations and identify trends that affect strategic decision
Why you’ll kill it in the position:
You’re an ambitious individual who embraces the agile work atmosphere of a growth-oriented organization. Ultimate success will be measured by delivering on commitments, exceeding goals, and achieving both with integrity and respect for partners, customers and co-workers. Other attributes include:
- Great problem solving skills & business acumen
- You love to develop relationships and help others
- You are empathetic, diligent, and detailed oriented
- A friendly demeanor that makes others feel great
- Professionalism, patience, and a people first attitude
- Exceptional verbal and written communications skills
- Strong time management capabilities
- Self starter that is comfortable in a high energy and vibrant company environment
- 2-5+ years of service experience
- The ability to collaborate with others to achieve set goals
- Thorough, persistent, and willing to put in the extra effort to achieve goals.
- Bachelor’s degree or comparable experience
What we’ll bring:
- Transparent and fun company culture
- Competitive salary
- Agile process, but not at the expense of proper planning
- World-class benefits (medical, life & vision)
- Dental reimbursement plan
- Paid maternity or paternity leave
- Unlimited vacation policy
- Reimbursement for Professional Development
- Remote employment option
- Company offsites
- Challenging & rewarding work
ABOUT THIS POSITION
The Service Concierge position combines wonderful relationship skills with strong problem solving and business acumen. The primary responsibility and goal of this role is to work with our customers and retail partners to ensure they have the very best experience with concierge service and lightning fast results. You will be excited by the interaction with happy customers and business partners while helping them navigate through a frictionless experience. Your positive enthusiasm will be infectious and you are encouraged to try new approaches to drive results. We are all about the learnings, and believe in rapid tests to create better outcomes.
How you contribute:
- Facilitate great customer experiences for our customers and retail partners
- Empathetically communicate with customers over email, phone, chat, and text to resolve questions and make them feel confident in working us
- Answer phone calls from both customers and partners, triage, and help resolve their needs
- Help develop & implement new tests to drive better outcomes
- Provide ideas & feedback to product & engineering teams
- Effectively leverage our platform and systems to optimize performance and process
- Serve as voice of customer, understanding customers’ needs and pain points and help translate expectations and identify trends that affect strategic decision
Why you’ll kill it in the position:
You’re an ambitious individual who embraces the agile work atmosphere of a growth-oriented organization. Ultimate success will be measured by delivering on commitments, exceeding goals, and achieving both with integrity and respect for partners, customers and co-workers. Other attributes include:
- Great problem solving skills & business acumen
- You love to develop relationships and help others
- You are empathetic, diligent, and detailed oriented
- A friendly demeanor that makes others feel great
- Professionalism, patience, and a people first attitude
- Exceptional verbal and written communications skills
- Strong time management capabilities
- Self starter that is comfortable in a high energy and vibrant company environment
- 2-5+ years of service experience
- Bilingual English and Spanish
- The ability to collaborate with others to achieve set goals
- Thorough, persistent, and willing to put in the extra effort to achieve goals.
- Bachelor’s degree or comparable experience
What we’ll bring:
- Transparent and fun company culture
- Competitive salary
- Agile process, but not at the expense of proper planning
- World-class benefits (medical, life & vision)
- Dental reimbursement plan
- Paid maternity or paternity leave
- Unlimited vacation policy
- Reimbursement for Professional Development
- Remote employment option
- Company offsites
- Challenging & rewarding work
We are currently seeking an experienced and highly organized Commercial Lines Account Manager to join our team. The ideal candidate will have experience working in a commercial lines agency, preferably with knowledge of Applied EPIC. Familiarity with large real estate accounts is a desirable plus.
Responsibilities:
- Handling the issuance of Certificates of Insurance in a timely and accurate manner.
- Making informed recommendations to clients based on their unique needs and circumstances.
- Executing Loss Run requests as required by our clients or carriers.
- Processing Endorsement requests accurately and efficiently.
- Utilizing Excel for data organization, analysis, and report generation.
Qualifications:
- Previous experience in a similar role, preferably within a commercial lines agency.
- Knowledge of and experience with Applied EPIC is highly desired.
- Proficient in Microsoft Excel with the ability to leverage its full suite of tools for business purposes.
- Experience with large real estate accounts is a strong plus.
- Ability to work well in a team-oriented environment.
- Strong communication and interpersonal skills.
- Detail-oriented with excellent organizational skills.
- Able to prioritize tasks and meet deadlines in a fast-paced environment.
Education:
- P&C License
Our client is a reputable title and settlement services agency, headquartered MD. They are on the lookout for an experienced and licensed title producer who is keen to generate settlement business. They are currently licensed in 11 states. This opportunity is ideal for candidates who are eager to work independently and aim to secure the highest commission split offered in the industry.
Key benefits for joining our team include:
- A generous income sharing model.
- No minimum monthly caseload requirements, allowing for flexible work volumes.
- Comprehensive coverage under our agency agreement, including bonds and E&O insurance.
- The flexibility to work from your home office or any location of your choice.
- The option for closings to be conducted in your office or at any preferred location.
- Affiliation with a high-quality, conservative agency that prides itself on a unique virtual business model.
- Support from processors with no less than 12 years of experience in handling both residential and commercial settlements.
- Extensive marketing assistance to help you succeed.
We support a unique virtual business model that currently empowers over 20 active title attorneys and settlement agents. Our agency is well-regarded for its excellence thanks to our experienced processors and the comprehensive support we offer to our team members.
[Specialty] => [MaxSalary] => [ContactName] => John Cotter [ContactPhone] => [ContactEmail] => jcotter@passporttitle.com [DatePosted] => 2024-03-28T13:42:49 [City] => Rockville [State] => MD [PostalCode] => 20850 [Country] => [Status] => Closed [ContactId] => 144555617924528 [MinSalary] => [ShowOnWeb] => [PositionId] => EB-1327431605 [LastModified] => 2024-11-05T13:55:42 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Title Insurance ) ) ) ) [97] => stdClass Object ( [JobId] => 879147858756305 [CompanyId] => 119823142570379 [CompanyName] => HBW Title Group [Industry] => [JobType] => FullTimeRegular [JobTitle] => Escrow Officer [DegreeRequired] => [JobDescription] =>Escrow Officer
Job Summary
Responsible for handling real estate transactions and establishing new escrow customer accounts, managing funds, processing documents for closings, and completing settlements in accordance with established policies and procedures. Acts as a neutral liaison between file parties, adheres to company policy, and monitors and mitigates risk to the company.
Examining the real estate records such as mortgagor, plat books, contracts, maps, agreements, liens, judgements, etc., is one of the main job responsibilities of an escrow officer. The escrow officer is also responsible for other duties as follows:
Job Responsibilities
- Completes real estate escrow transactions by determining requirements; clearing titles; assembling, preparing, and reviewing closing documents; disbursing funds.
- Determines closing requirements by studying and clarifying buyer, seller, and lender instructions.
- Orders title reports for issuing title insurance, resolving title defects; satisfying existing liens and encumbrances against property or principals.
- Establishes escrow account by depositing funds and maintaining records.
- Prepares transaction documents by completing forms and statements; collecting and reviewing existing documents.
- Completes calculations by prorating taxes and interest, etc.
- Completes closing transaction documents by assembling documents; reviewing papers with parties; explaining provisions and procedures; answering questions; checking documents for completeness and accuracy; obtaining signatures and proper notarization.
- Completes closing by recording and filing documents; preparing and distributing final closing statements and title. Prepares settlement statement by utilizing lender instructions.
- Closes escrow account by balancing and disbursing funds.
- Complies with regulatory requirements and company policy by adhering, and enforcing adherence, to requirements.
- Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
- Summarize the recorded documents such as trust deeds, property titles, mortgages, etc.
- Read search requests to determine the type of title evidence required to obtain descriptions of properties
- Prepare and maintain reports describing title encumbrances detected during searching activities
- Obtain and study the maps or drawings delineating properties from county surveyors or assessors
- Examining the individual titles to check whether it may restrict the property use due to delinquent taxes
- Solve any title related issues by conferring with realtors, buyers, sellers, lending institutional personnel, surveyors, courthouse personnel, etc.
- Prepare documents regarding the list of legal instruments required for a specific piece of land
- Updating the records and maintaining the systems with appropriate data as per needed
- Verifying the accuracy of the land related documents
- Review information provided by the workers who search the records and examine the title and providing them with necessary guidance
- Examine the closing files for any errors and ensure that the information recorded is executed according to the rules and regulations
- Assess fees to the clients according to the registration of property related documents
Knowledge and Skills/Technology Used
The escrow officers must possess strong analytical skills and legal knowledge. Along with these basic skills, they must also possess the following essential skills:
- Familiar with standard concepts, practices, and procedures within the escrow/title industry field
- Knowledge of Microsoft Office applications
- Good client relations and organizational skills
- Ability to write reports and correspondence
- Ability to speak effectively before groups of customers or employees of organization.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
- Detail-oriented and professional; able to handle confidential information
- Ability to deal with multiple types of roles such as real estate sellers, buyers, agents and brokers
- Strong communication skills, verbal, written and in person
- Expert in critical thinking
- Expert reading comprehension skills
- Good listening skills and ability to effectively understand what people are saying
- Effective time management skills
- Expert judgement and decision making skills
- Knowledge about management and effective use of personal resources
- Expert clerical knowledge such as maintaining file records, word processing, designing forms, etc.
- Knowledge of providing customer and personal service
- Expert knowledge about legal codes, government procedures, court procedures, executive orders, etc.
- Necessary knowledge about computers
Typical Education
- High School diploma or equivalent
- Florida Notary
- Florida Title Insurance License (preferred but not required)
Typical Range of Experience
- 2-4 years related experience
- Experience directly handling escrow transactions as an escrow assistant preferable
those with a practice and strategy in mind, we will create an office for you. Are you that person?
The Managing Director, Wholesale Insurance position is responsible for managing and building relationships with
licensed financial advisors and insurance professionals, and other partners to grow insurance sales. The ideal
candidates should have experience working within independent and institutional channels and a proven track record
of building strong relationships.
Key Responsibilities:
- Collaborate with licensed professionals to incorporate insurance and protection products into their client's financial plans;
- Work in conjunction with the internal support team to prospect, profile and manage assigned relationships and to generate revenue by phone canvassing, foot canvassing, vertical marketing, and developing referrals;
- Focus on high producing relationships to improve retention and increase productivity;
- Provide concept and product education;
- Conduct meetings, seminars and training workshops to current and prospective relationships to increase the knowledge of available product lines and articulate our national marketing value proposition;
- Develop a Business Plan with Sales Leadership that details activities to be followed during the fiscal year, which will focus on producing or exceeding quota;
- Demonstrates technical selling skills and product knowledge in areas of life, annuity, Long-Term Care, and disability income product lines;
- Maintain a constant focus on developing new relationships to foster sales growth;
- Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face); and
- Performs other duties as assigned by management.
Key Expectations:
- Meet, or exceed, activity metrics and recruiting goals;
- Maintain Outlook Calendar and CRM system;
- Meeting detail and notes should be entered directly following appointment (activity notes should include topic of conversation, case information, next steps for internal support follow-up, and date of next scheduled appointment/event);
- Meet or exceed the minimum production standards (updated as needed to reflect current opportunity);
- Weekly planning/review meeting with internal partners; and
- Effectively manage travel & expense budget to grow sales.
Necessary Skills and Competencies
(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.)
- Bachelor's degree in business or equivalent education and relevant experience;
- Effective interpersonal and written communication skills;
- Ability to provide excellent customer service to both internal and external customers;
- Effective time management skills with the ability to prioritize and accomplish multiple tasks simultaneously;
- Capable of working independently as well as in a team environment;
- Experience with PC's in a Windows environment;
- Knowledge and experience in insurance products, case design, and advanced concepts;
- Excellent knowledge of sales process;
- Ability to build, manage and develop strong interpersonal relationships;
- Excellent prospecting, presentation, and conceptual selling skills;
- Ability to display maturity, competitiveness, and good work ethic; and
- Knowledge of life insurance products and their applications in estate, retirement, and business planning.
- Qualifications and Licenses:
- A BA/BS degree in business/finance/marketing desired or equivalent work experience;
- Prior success as a Sales Associate with proven proficiency in developing strategic sales plan and continually achieving or exceeding assigned quotas or experience in the financial services industry with proven proficiency in product and industry knowledge;
- Active state life and health insurance licenses, and FINRA Series 6 (and Series 63, depending on state and nature of practice) and/or the ability to attain within 90 days of beginning employment
- 3+ years industry experience; and
- Strong interpersonal, written, and verbal communication skills are required.
General Summary:
This position is responsible for the profitable growth of an assigned book of business, utilizing underwriting policies and guidelines. The Underwriting Account Manager will have a thorough understanding of company strategies and appetites and will use internal and external data to make appropriate individual and portfolio risk decisions.
Essential Duties & Responsibilities:
- Underwrite physician accounts within the scope of assigned underwriting authority
- Review and prepare quotation proposals on new business submissions
- Manage assigned book of business to a target loss ratio
- Make decisions whether to renew or non-renew business based on loss ratio or other U/W criteria
- Process various policy endorsements and policy issuance
- Demonstrates in-depth knowledge of company products and appetite while clearly communicating company position at the point of sale
- Produce form letters on account status to brokers/clients
- Input accounts in database
- Produce analyses and reports on an as needed basis
- Assist with projects on an as needed basis
- Assist with Claims Coverage verification as needed
- Follow -up with brokers/clients on requested documents
- Conduct visits/meetings with our brokers & clients, establish and maintain effective relationships and communications
- Keep abreast of industry and regulatory trends and requirements
- Other duties as may be assigned
Education & Qualifications:
- Bachelor’s Degree, or equivalent business experience required. RPLU or CPCU designation desired.
- 5+ years of previous medical malpractice or healthcare underwriting experience required; physician’s lines preferred
- Knowledge of underwriting processes, coverages and tools to gather and evaluate information in order to reach appropriate decisions on renewals and new business
- Proficient in Microsoft Office Suite
- Ability to maintain a cooperative, courteous and professional relationship with colleagues, insureds, brokers and management
- Must be an independent worker who is detail-oriented and have good organizational skills.
- Excellent written and oral communication skills
- Ability to function in a professional office environment and utilize standard office equipment
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 140000 ) [ContactName] => Lisa Koster [ContactPhone] => (516) 365-6690 [ContactEmail] => l.koster@medmal.com [DatePosted] => 2023-11-30T14:24:07 [City] => Roslyn [State] => NY [PostalCode] => 11576 [Country] => [Status] => Closed [ContactId] => 153249343303400 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 80000 ) [ShowOnWeb] => [PositionId] => EB-1057333128 [LastModified] => 2024-11-05T13:54:39 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Underwriting ) ) ) ) [100] => stdClass Object ( [JobId] => 622616658779925 [CompanyId] => 941269947434014 [CompanyName] => Barnes Insurance Agency Inc [Industry] => [JobType] => FullTimeRegular [JobTitle] => Group Healthcare Account Manager [DegreeRequired] => [JobDescription] =>
Group Healthcare Account Manager
Job Type: Full-Time
About Us: Our client is committed to transforming healthcare management and improving the lives of their clients. They are a leading provider in group healthcare solutions, known for their innovative approaches and dedicated service. They are looking for someone to join their dynamic team and be part of making a difference in the healthcare industry.
Job Description: They are seeking a proactive and experienced Group Healthcare Account Manager to join their growing team. This role involves managing client accounts within the healthcare sector, ensuring exceptional service delivery and enhancing client satisfaction. The ideal candidate will be adept at nurturing client relationships, resolving client issues, and driving the expansion of our services.
Responsibilities:
- Manage and maintain relationships with a portfolio of healthcare clients.
- Understand client needs and deliver customized solutions that enhance their healthcare plans.
- Conduct regular meetings with clients to ensure satisfaction and address any concerns.
- Collaborate with sales teams to identify opportunities for account growth and new business acquisition.
- Coordinate with internal departments to ensure that client deliverables are met timely and accurately.
- Provide detailed reports on account status, challenges, and opportunities to senior management.
- Stay updated on industry trends and changes in healthcare regulations to advise clients appropriately.
Qualifications:
- Minimum of 3 years of experience in account management, specifically in the healthcare or insurance sectors.
- Strong understanding of healthcare systems, group health plans, and industry regulations.
- Understanding of all funding options
- Excellent communication, negotiation, and interpersonal skills.
- Proven ability to manage multiple accounts while maintaining sharp attention to detail.
- Demonstrated problem-solving skills and the ability to adapt to changing environments.
Why Join Us:
- Competitive salary and comprehensive benefits package.
- Opportunities for professional growth and career advancement.
- A culture that values work-life balance.
- Supportive team environment and leadership committed to your professional development.
Associate General Counsel
Location: Remote
Our Client: is a U.S. Property and Casualty Insurance Company specializing in MGA/MGU delegated authority business. Leveraging new technology and risk expertise to bring a new, modern specialty carrier to underwriting partners and their customers, they are set to revolutionize the insurance industry.
Overview: This rapidly growing insurance company is seeking an Associate General Counsel to join our team. As the Associate General Counsel, you will be responsible for multiple legal functions, including providing regulatory advice, drafting contracts, interacting with regulatory agencies, and providing legal advice regarding insurance products and transactions. You will work alongside the General Counsel to provide regulatory and transactional services in a fast-paced environment. You will work closely with senior management and regulators in your day-to-day activities.
Responsibilities:
- Legal Research and Compliance: Conducting thorough research on legal and compliance matters affecting the insurance company’s operations. Translating complex laws and regulations into practical advice and solutions. Advising the organization on legal risks, company policies, and business strategy.
- Insurance Transactions :Supporting the company in handling a wide range of insurance-related Transactions with Agents, Brokers and Claims Adjusters. Ensuring compliance with state insurance regulations, including licensing, marketing, and producer compensation.
- Policy Drafting and Review: Drafting and reviewing insurance policies, contracts, and related business agreements. Ensuring that contracts comply with legal requirements and adequately protect the company and its clients.
- Government Relations: Interacting with regulatory agencies, and industry associations. Monitoring legal and regulatory changes and developments and advising the Company on compliance with regulatory changes.
- Risk Management: Assessing legal risks and corporate governance requirements in connection with Insurance transactions, insurance products, and insurance company operations.
Required Skills:
- JD from an Accredited law school
- Active Bar membership in state of residence
- 4-6 years property and casualty insurance experience
- Strong desire to learn and be continuously challenged
- Demonstrate strong critical thinking skills that allow for effective and timely resolution
- Ability to build trusted relationships with business partners and communicate effectively
Benefits:
- Ability to work remote as a member of a fast-paced, international workforce
- Excellent benefits package including comprehensive medical, dental and vision insurance
- 401(K) retirement plan with 4% match by Company
- Individualized long-term incentive plan for every full-time employee
- Flexible Time Off Policy
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 160000 ) [ContactName] => Robert Zielinski [ContactPhone] => (888) 831-4742 [ContactEmail] => robert.zielinski@hadroninsurance.com [DatePosted] => 2024-08-05T15:02:54 [City] => Alpharetta [State] => GA [PostalCode] => 30004 [Country] => [Status] => Closed [ContactId] => 152864408000232 [MinSalary] => [ShowOnWeb] => [PositionId] => EB-6818294543 [LastModified] => 2024-11-05T13:53:20 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Legal ) ) ) ) [102] => stdClass Object ( [JobId] => 173509786249407 [CompanyId] => 205954185546759 [CompanyName] => Seel Inc [Industry] => [JobType] => FullTimeRegular [JobTitle] => Product Development and Compliance Specialist [DegreeRequired] => [JobDescription] =>
Job Title: Product Development and Compliance Specialist
Remote
Job Type: Full-time
Our client is currently seeking a skilled Product Development and Compliance Specialist to join their dynamic team.
Job Summary: The Product Development and Compliance Specialist will be responsible for developing new insurance products and ensuring all products comply with regulatory standards. This role will involve working closely with various departments, including underwriting, actuarial, and carrier relations, to ensure comprehensive and compliant insurance solutions.
Key Responsibilities:
- Insurance Compliance Program Building:
- Develop and implement comprehensive insurance compliance programs to ensure all products adhere to state and federal regulations.
- Monitor changes in legislation and update compliance programs accordingly.
- Insurance Compliance Pack Presentation:
- Prepare and present compliance documentation and reports to internal and external stakeholders.
- Ensure all compliance packs are accurate, complete, and submitted on time.
- Carrier Relations:
- Establish and maintain strong relationships with insurance carriers.
- Negotiate terms and conditions with carriers to ensure favorable outcomes for the company.
- Internal Compliance Control:
- Develop and maintain internal controls to ensure compliance with regulatory requirements.
- Conduct regular audits and assessments to identify and address compliance risks.
- License Acquisition and Maintenance:
- Oversee the acquisition and maintenance of necessary licenses for insurance products.
- Ensure all licenses are current and compliant with regulatory standards.
- State Reporting:
- Prepare and submit required state regulatory reports.
- Ensure all state reporting is accurate, timely, and compliant with regulatory requirements.
- Insurance Program Building:
- Design and develop new insurance programs and products.
- Collaborate with underwriting and actuarial teams to create innovative and competitive insurance solutions.
- Data and General Compliance:
- Ensure all insurance products are compliant with data protection regulations.
- Manage and maintain accurate records of compliance activities.
- Underwriting:
- Work closely with underwriting teams to develop and refine underwriting guidelines.
- Ensure underwriting practices are compliant with regulatory standards.
- Actuarial Analysis:
- Collaborate with actuarial teams to conduct risk assessments and pricing analysis.
- Ensure actuarial practices are compliant and support the development of competitive insurance products.
Qualifications:
- Bachelor’s degree in Business, Finance, Insurance, or a related field.
- Minimum of 5+ years of experience in product development and compliance in the Property and Casualty insurance sector.
- In-depth knowledge of insurance regulations and compliance requirements.
- Strong analytical and problem-solving skills.
- Excellent communication and presentation skills.
- Ability to work collaboratively with cross-functional teams.
- Proficiency in compliance software and tools.
What We Offer:
- Competitive salary and benefits package.
- Opportunity for professional growth and development.
- Collaborative and supportive work environment.
Our Client is a growing life insurance company and they are looking to add a new position to their accounting and risk management team. This position includes a combination of traditional controller-type tasks with risk management and financial analysis tasks.
Key tasks include daily "close", monthly close, preparation of quarterly and annual statutory financial statements & required schedules, multiple entity reconciliation, preparation of internal monthly reports including operational analysis, analysis of investments and ensuring they meet internal objective and policies, preparation of reports to rating agencies, support tax planning, and other similar tasks as needed.
This is a hands-on position. There is another accounting person on the staff but will not report to this position. Their operation is fully remote, and this position will be fully remote as well.
This position will be a good fit for a person who is comfortable where they are in their career, looking for an interesting but not high stress position, and are not looking to leverage this position for future promotion - internal or external.
Experience in the insurance, financial services, or investment industries will be helpful.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 120000 ) [ContactName] => Raz Silberman [ContactPhone] => (469) 233-1790 [ContactEmail] => raz@aclic.com [DatePosted] => 2024-08-27T10:11:51 [City] => Allen [State] => TX [PostalCode] => 75013 [Country] => [Status] => Closed [ContactId] => 142161223680145 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 100000 ) [ShowOnWeb] => [PositionId] => EB-1780385775 [LastModified] => 2024-11-05T13:52:11 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Accounting ) ) ) ) [104] => stdClass Object ( [JobId] => 119611837500892 [CompanyId] => 139602429413478 [CompanyName] => WesBanco Insurance Services [Industry] => [JobType] => FullTimeRegular [JobTitle] => Senior Benefits Producer [DegreeRequired] => [JobDescription] =>SUMMARY:
Acts as an intermediary between insurance companies and benefits customer insurance buyers. Advises and recommends insurance policies that best meet the customer’s needs. Primary focus is to produce new benefits business and grow existing relationships. The producer must have and maintain a valid Life and Health Insurance license in the appropriate states and meet all insurance department requirements such as continuing education, etc.
LOCATION:
This position is Hybrid - employee is split between remote and office work on a formalized schedule where in office and remote days are the same days each week and / or month, and there are multiple in office days during a month.
QUALIFICATIONS REQUIRED:
- High School Diploma or GED required.
- Associate or Bachelor’s Degree preferred.
- Minimum five years of experience in group health insurance sales, or minimum of 5 years in a service/account management role in the group health insurance field required.
- Insurance Designations, such as CISR (Certified Insurance Service Representative), CIC (Certified Insurance Counselor) or ACSR (Accredited Customer Services Representative) a plus.
- Supervisory or leadership skills a plus.
CUSTOMER SERVICE SKILLS:
- Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
- Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
- Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
- Willingness to provide a level of service which will clearly differentiate us from our competitors.
- Excellent written and verbal communication skills.
- Experience implementing social media strategies.
- Strategic thinking and strong communications planning.
- Project management skills.
- Video production expertise, including shooting, directing and editing.
- Proven ability to take initiative, lead through ambiguity, and deliver effectively.
- Flexibility to travel up to 25% throughout our footprint.
- Working knowledge of Internet and Microsoft Office products (Word, Excel, PowerPoint and Outlook).
- Previous experience with an insurance agency system preferred.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Completes prospecting, cold calling and networking through outside community activities for purposes of building a client pipeline and book of business.
- Receives and acts on referrals from other lines of business within the bank as well as generates referrals back to those lines of business.
- Negotiates coverage pricing and conditions to meet client needs. This includes requesting coverage additions, changes and amendments, as well as preparing and reviewing documents such as proposals, quotes, submissions, spreadsheets, insurance documents and other materials.
- Utilizes technology and software applications including agency management systems, document management systems and workflows. Includes coordinating and communicating client service needs, directing and assisting team members as needed.
- Reviews proposals and policy documents for quality assurance requirements in accordance with proper procedures.
- Responds to internal and external service inquiries and takes ownership to provide problem resolution.
- Directs supervision of assigned account executives and/or staff.
- Complies with policies and procedures and adheres to service standards and timelines.
- Travel is required to meet with customers and prospects as needed.
- Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; addressing complaints and resolving problems. Handles disciplinary issues.
OTHER REQUIREMENTS:
- Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
- Active and familiar with the group health insurance market in multiple states or the ability to learn multiple markets quickly.
- Professional appearance and presentation.
- Good time management skills.
- Must be self-motivated including being organized, detail oriented, and independent.
- Strong proofreading skills.
- Must be self-driven to maintain the level of knowledge required to provide the highest professional level of advice and counsel to the insured while managing all aspects of business account servicing.
- Ability to communicate both verbally and in writing with personnel at all levels. Includes strong telephone, presentation, as well as facilitation and customer service skills.
- Team player with a positive attitude.
- Ability to work autonomously and perform well under pressure. Includes the ability to operate efficiently in a fast paced, high volume environment as well as set and meet deadlines.
- Strong decision making and negotiation skills.
- Ability to recognize and preserve confidentiality.
- Life and Health Insurance license in good standing. Non-resident licenses will be required to obtain in multiple states within 30 days.
SUMMARY
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Perform all aspects of placing insurance by aiding agents, production manager(s) and clients by providing service of existing clients and marketing new and existing accounts.
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ESSENTIAL DUTIES AND RESPONSIBILITIES: · Completes applications; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies · Orders and issues binders, certificates, policies, endorsements and other related items; verify their accuracy; forward to client with appropriate correspondence · Determine if direct or agency billing is appropriate and invoice accordingly · Prepare summaries of insurance, schedules and proposals as needed · Process renewals in coordination with agent according to agency procedures · Review audits of policies; verify accuracy and facilitate corrections, as needed, between client and carrier · Verify policy and policy change information, facilitating corrections when necessary · Process incoming mail and phone requests, responding promptly and appropriately · Use agency credit and collections policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards · Determine reasons for requests for cancellations; act to save accounts; notify agent · Process and follow up on cancellation requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible · Identify exposures to loss and recommend appropriate coverages in coordination with agent · Set priorities and manage work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities · Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts · Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge, skills and performance · Interact with others effectively by utilizing communication skills, cooperating purposefully and providing information and guidance, as needed, to archive the business goals of the agency · Assist in other areas as needed, within the team and throughout the office, as required |
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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.
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EDUCATION AND/OR EXPERIENCE: · College degree; or 5+ years related insurance experience; or equivalent combination of education and experience · Must be proficient with Outlook and Word computer programs, and familiar with Excel and Adobe · Type a minimum of 35 wpm · Must have knowledge of insurance products and usages, insurance markets, and insurance rating and underwriting procedures · Must participate in seminars/classes for knowledge and skill development and continuing education to maintain license
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LANGUAGE SKILLS: · Must possess the ability to read and interpret insurance policies · Must be able to read and comprehend procedure manuals, as well as compose professional correspondence, memos, e-mail and relative correspondence · Ability to effectively present information one-on-one by phone and/or small group situations to agents, managers and other employees of the organization
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REASONING ABILITY: · Must be able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form · Ability to deal with problems involving several variables in standardized situations
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CERTIFICATES, LICENSES, REGISTRATIONS: · Must have and maintain an active Property and Casualty Insurance License, as required by the Department of Insurance
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General Summary: Responsible for direct management of claims handling including but not limited to; coverage verification, investigation, reserving, negotiation, litigation management, including trial monitoring and resolution of the departments largest and most complex claims.
Responsibilities:
- Directly manage the most complex and high exposure claims of the company
- Preform coverage verification, claim investigation, reserving and disposition of significant claims.
- Manage all aspects of claim including litigation management, trial monitoring and reporting.
- Negotiate claim settlements directly or through attorneys within approved settlement authority
- Demonstrate effective teamwork, model appropriate behavior provide informal support for colleagues.
- Continually seek opportunities to increase individual knowledge base and skills and teach as appropriate.
- Attend trials, mediations when necessary
- Maintain regular and prompt communication with all external and internal business partners.
- Maintain close working relationship with defense counsel in the management of Litigation including but not limited to disposition strategy throughout the life of the claim.
- Ensure counsel is working within prescribed budget and defense counsel guidelines.
- Participate in departmental projects as requested.
- Other duties as assigned
Education & Qualifications:
- Four Year college degree required, attorney preferred.
- Demonstrated direct claim handling experience; 7-10 years preferred. Medical professional liability claims management experience required.
- Excellent oral and written communication skills required.
- Ability to professionally present to both a large audience and one on one.
- Strong organizational and time management skills.
- Maintain high degree of confidentiality.
About Our Insurance Services: We are a professional insurance brokerage firm with offices located throughout a major state in the Southeast. We specialize in Property and Casualty lines of insurance for both commercial and personal clients. Our company is a top 50 privately held insurance agency with significant presence and a professional team spread across numerous offices nationwide.
Overview: The Commercial Lines Marketing Manager is responsible for overseeing the quoting, binding, and quality control processes for new business accounts within the Commercial Lines department. The key objective is to coordinate efforts within the team to ensure compliance, adherence to established procedures, and secure access to commercial markets.
This is a full-time, remote position.
Primary Job Responsibilities:
- Develop and maintain positive relationships with Insurance Underwriters through high-quality submissions, fair negotiations, and meaningful meetings.
- Conduct market research to identify opportunities for risk placement.
- Facilitate and collaborate with the Commercial Lines Marketing Team.
- Keep the team’s quote/bind tracking log updated with accurate information.
- Mentor and/or formally direct Commercial Marketing Assistants in submission creation, proposal development, application packets, and coverage binding.
- Review and pre-underwrite requests for commercial quotes.
- Advise on pre-underwriting information and documentation required for obtaining quotes.
- Negotiate quote premium rates with insurance brokers/carriers.
- Analyze quotes received from insurance brokers/carriers.
- Provide quotes, application packets, payment plans, premium financing terms, and required documentation.
- Complete quality control procedures for binding and processing new business policies.
- Create application packets including agency forms, insurance carriers’ forms, Acord & Supplemental applications, Premium Finance Contracts, and Agency Invoice.
- Send application packets out for e-signature to clients.
- Collect required payments and process accordingly.
- Confirm coverage and follow up for Binder, Invoice, and issued policy from insurance carriers.
- Add policies to the agency management system, post invoices, and assign accounts to Account Managers.
- Email confirmation of coverage to customers with their Designated Account Manager’s contact information.
- Research and maintain industry knowledge of developing insurance industry trends.
- Meet with insurance carrier marketing representatives, underwriters, and wholesalers.
- Attend events, gatherings, and meetings facilitated by insurance carriers.
- Occasionally accompany team members to out-of-office client meetings.
Requirements:
- 3-5 years of Commercial Lines Property and Casualty Insurance Experience strongly preferred.
- Relevant state Insurance license required.
- High school diploma or equivalent required.
- Experience with specific industry software preferred.
- Proficient in Microsoft Office Products required.
- Extremely Detail Oriented.
- Positive Attitude with Self-starter mentality.
- Strong organizational skills.
- Ability to manage multiple projects simultaneously and successfully.
- Able to work in a deadline-oriented environment.
- Team collaboration skills.
Why Join Us?
We offer the opportunity to be a part of a fast-growing company. Our environment is flexible and collaborative, aimed at providing enhanced career opportunities for our dedicated and professional team.
In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members, and domestic partners. Benefits include medical, dental, and vision coverage, flexible spending and savings accounts, company-paid disability and life insurance, employee assistance programs, paid parental leave, paid holidays, personalized PTO, and a 401(k) plan.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 75000 ) [ContactName] => Donna Setaro [ContactPhone] => [ContactEmail] => dsetaro@insuresig.com [DatePosted] => 2024-08-22T10:54:20 [City] => [State] => FL [PostalCode] => [Country] => [Status] => Filled [ContactId] => 422636583710237 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 65000 ) [ShowOnWeb] => 1 [PositionId] => EB-2361024493 [LastModified] => 2024-10-30T11:36:50 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Insurance Agency ) ) ) ) [109] => stdClass Object ( [JobId] => 162130568778156 [CompanyId] => 4220255798002 [CompanyName] => Wayne Mutual Insurance [Industry] => [JobType] => FullTimeRegular [JobTitle] => Casualty Claims Adjuster ( Auto Physical Damage) [DegreeRequired] => [JobDescription] =>The Casualty Claims Adjuster is responsible for handling minor to moderately complex Casualty claims (Auto and General Liability) across multiple lines of business, including Personal, Farm, and Commercial lines. This role involves investigating, assessing, and resolving Casualty claims efficiently.
Primary Responsibilities
- Meet or exceed company standards for customer service, including frequent communication.
- Interpret and apply policy language accurately to claims resolutions.
- Handle minor to moderately complex Auto and General Liability claims, including property damage and injury.
- Investigate and determine liability on Casualty claims (Auto & General Liability).
- Evaluate, negotiate, and settle automobile total loss claims.
- Assess property damage, review auto damage appraisals, and ensure adherence to company guidelines.
- Evaluate and negotiate minor to moderately severe injury claims, including some attorney-represented cases.
- Establish timely and accurate reserves on claims.
- Draft proper written communications to insureds and agents, including Reservation of Rights and denial letters.
- Apply depreciation appropriately on claims.
- Utilize industry tools and software effectively.
- Build and maintain strong agency relationships.
- Investigate claims for potential fraud thoroughly.
- Investigate and pursue subrogation recovery.
- Maintain detailed file notes, photographs, and records as required.
- Oversee proper salvage disposition.
- Assign and monitor Independent Adjuster inspections as needed.
- Use company equipment properly.
- Perform other duties as assigned.
Minimum Qualifications
- Bachelor’s degree or equivalent insurance-related experience.
- Strong customer service focus.
- 2+ years of Auto and General Liability claims experience, including injury negotiations.
- Familiarity with auto damage repair estimates and total loss handling.
- Strong problem-solving and decision-making skills.
- Proficient in Microsoft Office.
- High organizational, reasoning, and listening skills.
- Ability to manage time effectively, work independently, and handle multiple tasks.
- Team-oriented and capable of building collaborative relationships.
- Strong written and verbal communication skills.
- Willingness to travel, work after regular hours, and participate in on-call rotations as needed.
Position Title: High-Net Worth Sr Account Executive
Position Summary: Our independent full-service, international brokerage firm is seeking a skilled High-Net Worth Sr Account Executive to join our team. The ideal candidate will have 10-15 years of experience working with High-Net Worth Personal Lines clients either for a broker or underwriter. They should be familiar with AMS 360 or EPIC agency management systems.
Company Description: Our company is a leading brokerage firm that covers all lines of insurance for a wide variety of corporations, individuals, and families. We pride ourselves on providing personalized, high-quality service to our clients and are looking for a dedicated professional to help us continue to deliver exceptional service.
Responsibilities:
- Manage a portfolio of High-Net Worth Personal Lines clients
- Develop and maintain strong relationships with clients
- Analyze client needs and recommend appropriate insurance solutions
- Work closely with underwriters to negotiate terms and pricing
- Stay current on industry trends and regulations
- Collaborate with team members to ensure client satisfaction
- Meet sales goals and targets
Desired Experience and Skills:
- 10-15 years of experience working with High-Net Worth Personal Lines clients
- Familiarity with AMS 360 or EPIC agency management systems
- Strong communication and interpersonal skills
- Ability to multi-task and prioritize in a fast-paced environment
- Detail-oriented and organized
- Proven track record of meeting sales goals
- Insurance license required
- Bachelor's degree in a related field preferred
If you are a motivated, experienced professional with a passion for providing exceptional service to High-Net Worth clients, we would love to hear from you. Join our team and take the next step in your insurance career with our reputable brokerage firm.
Benefits
Medical with Oxford. Company pays 100 percent of premium for the employee. Dental vision. 401k with match
[Specialty] => [MaxSalary] => [ContactName] => Mark Freitas [ContactPhone] => [ContactEmail] => mef@markedwardpartners.com [DatePosted] => 2024-10-22T09:57:57 [City] => New York [State] => NY [PostalCode] => 10022 [Country] => [Status] => Available [ContactId] => 128134212776087 [MinSalary] => [ShowOnWeb] => 1 [PositionId] => EB-1423188010 [LastModified] => 2024-10-22T10:52:51 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Account Manager ) ) ) ) [112] => stdClass Object ( [JobId] => 149240257070467 [CompanyId] => 208935508667241 [CompanyName] => Mark Edward Partners [Industry] => [JobType] => FullTimeRegular [JobTitle] => High-Net Worth Associate Account Executive [DegreeRequired] => [JobDescription] =>Position Title: High-Net Worth Associate Account Executive
Position Summary:
We are seeking a highly experienced High-Net Worth Associate Account Executive to join our team at our independent full-service, international brokerage firm. The successful candidate will be responsible for managing a portfolio of high-net worth or affluent personal lines clients, utilizing their expertise to provide exceptional service and customized insurance solutions.
Company Description:
Our company is a leading independent full-service, international brokerage firm that covers all lines of insurance for a wide variety of corporations, individuals, and families. We pride ourselves on our personalized approach to insurance, striving to deliver the highest quality service and tailored solutions to meet our clients' unique needs. As a growing company, we are looking for dedicated professionals who are passionate about exceeding client expectations and setting new standards of excellence in the industry.
Responsibilities:
- Manage a portfolio of high-net worth or affluent personal lines clients, providing exceptional service and fostering strong client relationships
- Analyze client insurance needs and recommend appropriate coverage solutions to address risks and protect assets
- Work closely with insurance carriers to obtain quotes, negotiate terms, and select the most appropriate policies for clients
- Execute policy transactions, including endorsements, renewals, and cancellations, ensuring accuracy and compliance with company guidelines
- Conduct regular account reviews to assess coverage adequacy, identify potential gaps, and recommend necessary adjustments
- Collaborate with colleagues to cross-sell products and services, maximizing client retention and revenue growth opportunities
- Stay informed about industry trends, market developments, and regulatory changes to provide clients with up-to-date information and guidance
- Utilize AMS 360 OR EPIC Agency Management Systems to maintain accurate client records, track policy details, and generate necessary reports
Desired Experience and Skills:
- Bachelor's degree in Business, Finance, Insurance, or related field
- 3+ years of experience working with high-net worth or affluent personal lines clients in an insurance brokerage or agency setting
- Proven track record of exceeding sales targets, building client relationships, and delivering exceptional service
- Strong knowledge of personal lines insurance products, coverages, and underwriting guidelines
- Familiarity with AMS 360 OR EPIC Agency Management Systems, with the ability to navigate and utilize system functionalities effectively
- Excellent communication skills, both verbal and written, with the ability to effectively convey complex information to clients and colleagues
- Strong attention to detail, organizational skills, and the ability to prioritize competing tasks in a fast-paced environment
- Active insurance license or willingness to obtain licensure within a specified timeframe
If you meet the qualifications and are excited about the opportunity to join a dynamic team in a growing company, we encourage you to apply for the High-Net Worth Associate Account Executive position. We offer competitive compensation, a supportive work environment, and opportunities for professional growth and development. Apply today and take the next step in your insurance career.
Benefits
Medical with Oxford. Company pays 100 percent of premium for the employee. Dental vision. 401k with match
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Our Client is an independent full-service, international brokerage firm covering all lines of insurance for a wide variety of corporations, individuals and families.
They are looking for a Commercial Senior Account Executive with 10-15 years experience working with middle market clients
Strong working knowledge of Property & Casualty insurance products
Experience with Real Estate, Financial Service Companies, Construction, Technology, Manufacturing,
Capable of managing a book of business and working directly with clients and underwriting companies to market and place renewals and new business and handle day to day service requirements
Demonstrate product knowledge and relationships with major underwriting companies such as Chubb, Hartford, Travelers, AIG, Hanover, Amtrust, etc.
Familiar with AMS 360 or EPIC agency management systems
Strong interpersonal skills and written and oral communication skills
Demonstrate ability to work in a team environment
Benefits
Medical with Oxford. Company pays 100 percent of premium for the employee. Dental vision. 401k with match
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We are a professional insurance brokerage firm with offices located throughout the state of Florida, specializing in Property and Casualty lines of insurance for both Commercial and Personal Clients.
Position Overview:
We are currently seeking a Commercial Lines Insurance Account Manager to join our Service team in our Service Department.
Work Arrangement:
Remote in Florida
Professional Responsibilities:
- Handling incoming service requests from existing clients and providing exceptional customer service
- Review clients' existing accounts for discounts and coverage recommendations
- Re-evaluate coverage limits to ensure customers are properly insured
- Requote/Remarket clients for all personal lines insurance products as needed and/or requested by the client
- Provide support to Sales Agents and assist other team members as needed
Qualifications and Requirements:
- Commercial Lines Property and Casualty Insurance Account Management and Customer Service experience
- High school diploma or equivalent
- 2044 or 220 Florida Insurance license
- Proficient in Microsoft Outlook, Word, Excel, and PowerPoint
- Ability to learn new systems quickly, experience with AMS360 is a plus
- Strong organizational skills, including daily prioritizing and logical thinking
- Able to manage multiple projects simultaneously while expediting issues
- Ability to work in a deadline-oriented environment
- Able to work collaboratively in teams
Benefits:
In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members, and domestic partners. Employees are eligible for benefits coverage starting the first of the month following 30 days of employment. We offer:
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA), Health Savings Account (HSA), and Commuter Transit Programs
- Company-paid Short-Term Disability, Long-Term Disability, and Group Term Life
- Company-paid Employee Assistance Program
- Paid Parental Leave
- Paid Holidays
- Personalized PTO
- 401(k)
Manage and oversee the commercial claims process to ensure all reported claims and all customer documentation and proper onboarding is in place. The team determines risk profile by continual review of all customer accounts and ensures that all information is secured, including responding to COI requests and making sure company is protected with the most appropriate coverages and oversees strategy for claims settlement with others in the organization.
This position will be in our Duncan, SC office or a hybrid position for the right candidates with the need to travel occasionally to other worksite locations or customer locations.
What you will do:
- Participate in all claim settlement strategies with all areas of Company that primarily handles complex and/or litigated work comp, auto and general liability claims across all our customers in 48 states.
- Determine work objectives and planning workloads and deadlines for risk management and claims strategies. Review procedures; workflows and time utilization: identifies potential volume or workflow issues and/or areas where efficiency can be improved and implements changes. Advise user departments of policy or procedural changes.
- Investigations may include applicable field work such as meetings, inspections, assessing damages and documenting information within our company and our customers.
- Documents a plan of action, strategy and future exposure. Sets and maintains an appropriate diary schedule as specified in our claims company guidelines.
- Directs attendance at mediations for those cases within authority and any other duties related to the effective handling of claims. Implements strategies to expeditiously close files and manages claims to a conclusion in the most effective and financially responsible manner possible.
- Reviews existing customer contracts and new contract amendments and revisions in order to best protect company from legislative and market changes year over year.
- Manage and review exposures and provide dashboard reporting on recommendations for management to review and present to carriers upon renewal.
- Support staff management in various areas of Company while adhering to guidelines, effective program development within risk management and cost containment.
Qualifications
Experience Required
- Bachelor’s degree
- Six or more years of commercial liability experience with two years in a leadership role
- Experience handling WC claims of various sizes and states
- Strong working knowledge of insurance claim procedures, rules, systems, documentation issuance and regulations.
- Strong working knowledge of claim file management techniques and processes.
- Strong working understanding of the judicial and legal systems.
- Knowledge of medical terminology.
- Excellent communication, negotiation, interpersonal and organizational skills.
- Ability to analyze, define and solve problems; the use of good judgment and decision-making.
- Ability to interpret and explain insurance policy coverage as applicable to the area of claims handling.
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Actuarial Manager - Pricing
Job Description
Overview:
We are a modern, technology-enabled hybrid insurance carrier combining underwriting expertise with operational agility to deliver tailored insurance programs. We partner with MGAs, captives, and other intermediaries to develop niche insurance products that meet the evolving needs of businesses across various industries. Our commitment to transparency and data helps to build sustainable, profitable programs for our partners.
We are seeking an experienced insurance professional to join our team as an Actuarial Manager – Pricing. This role will primarily focus on developing program-specific actuarial pricing using a variety of models to ensure our commercial property & casualty (P&C) programs are priced properly. The ideal candidate will have a strong background in actuarial science, experience with various pricing models, experience with both established and new/novel product development, and the ability to work collaboratively with underwriting and product teams to support our niche insurance products.
Reporting to: CUO
Division: Underwriting
Responsibilities:
- Actuarial Pricing and Modeling:
- · Oversee the development and maintenance of program-specific actuarial pricing models for P&C insurance products
- · Drive innovation in pricing methodologies, incorporating advanced techniques such as:
- o Generalized Linear Models (GLMs)
- o Machine Learning and AI-driven predictive modeling
- o Credibility Theory models
- o Loss ratio and Pure Premium methods
- o Burning Cost analysis
- o Experience rating models
- o Catastrophe modeling
- o Industry Benchmarking
- · Ensure regular reviews and updates of pricing models to maintain accuracy and competitiveness
- Portfolio Analytics and Optimization:
- · Develop and implement a comprehensive portfolio analytics framework
- · Conduct in-depth portfolio assessments to identify trends, opportunities, and risks
- · Create and maintain dashboards and reporting tools for portfolio performance monitoring
- · Recommend portfolio optimization strategies based on analytical insights
- Data Strategy and Management:
- · Collaborate with IT and Program Management to develop and implement a robust data strategy
- · Oversee the design and implementation of data warehouses and analytics platforms
- · Ensure data quality, consistency, and accessibility across the organization
- · Drive the adoption of data governance best practices
- Program Performance and Risk Management:
- · Develop advanced key performance indicators (KPIs) to track program profitability, pricing adequacy, and risk exposure
- · Implement predictive analytics models for early identification of performance trends and emerging risks
- · Prepare comprehensive reports and presentations on program performance for senior management, partners, and stakeholders
- Cross-functional Collaboration:
- · Work closely with underwriting teams to ensure pricing models and analytics insights align with underwriting guidelines and risk appetite
- · Partner with product development teams to price new insurance products and programs, leveraging analytics for market opportunity assessment
- · Collaborate with IT and Program Management to develop and implement technology solutions that enhance pricing, analytics, and reporting capabilities
- · Support MGA and captive partners by providing advanced actuarial insights, pricing support, and portfolio analytics
- Innovation and Continuous Improvement:
- · Stay at the forefront of industry trends, emerging technologies, and advanced analytical techniques in insurance
- · Lead the evaluation and implementation of new technologies and methodologies to enhance pricing accuracy, portfolio management, and operational efficiency
- · Foster a culture of innovation and continuous improvement within the pricing and analytics teams
Qualifications:
- · Bachelor's degree in Actuarial Science, Mathematics, Statistics, Data Science, or related field
- · Fellowship with a recognized actuarial body (e.g., CAS, IFoA)
- · 10+ years of experience in P&C insurance, with at least 5 years in a leadership role overseeing pricing and analytics functions
- · Deep expertise in actuarial pricing techniques, advanced analytics, and portfolio management
- · Strong knowledge of data warehousing, business intelligence tools, and analytics platforms
- · Proficiency in statistical analysis software (e.g., R, Python, SAS) and actuarial pricing platforms (e.g., Earnix, Radar Live)
- · Experience in leading cross-functional teams and managing complex projects
- · Strong business acumen with the ability to translate analytical insights into strategic decisions
- · Excellent communication and presentation skills, capable of influencing senior stakeholders
- · Experience working in a hybrid carrier model or with MGAs is a plus
Skills
- · Advanced statistical modeling and machine learning techniques
- · Data visualization and storytelling
- · Proficiency in actuarial pricing software and programming languages
- · Strong attention to detail and accuracy
- · Project management and organizational skills
- · Ability to work in a fast-paced, dynamic environment
- · Collaborative mindset with excellent interpersonal skills
Benefits:
- · Ability to work remote as a member of a fast-paced, international workforce
- · Excellent benefits package including comprehensive medical, dental and vision insurance
- · 401(K) retirement plan with up to 4% match by Company
- · Individualized long-term incentive plan for every full-time employee
- · Flexible Time Off Policy
Since our founding in 1999, we’ve been providing the highest level of client service with honesty and financial integrity. We are a diverse group of individuals focused on helping the area’s leading businesses manage their property and casualty insurance risks.
This experienced level position's primary responsibility is to serve as the day-to-day Account Manager on a commercial lines book of business and a point of contact for clients while maintaining a high level of client and internal team satisfaction. The Commercial Account Manager will work with an assigned Producer to market and write new business, coordinate the details for the annual renewal, prepare materials for quarterly client meetings, ensure the flow of information to other departments as needed, maintain client databases, records management, project-specific assignments, and other responsibilities in support of client satisfaction as assigned.
RESPONSIBILITIES
- Adhere to all operational policies/processes to ensure client satisfaction and delivery of quality product and services to manage client expectations and meet unique client needs.
- Set up and maintain accurate and complete client data in client relationship management database (CRM), including documentation and management of action items and client communications according to procedure.
- Follow all company and regulatory requirements regarding the labeling, filing, management, and retention of hard-copy and/or electronic records, according to procedure.
- Carry out any other duties/responsibilities/projects as determined by company leaders.
- Maintain the highest level of security and confidentiality regarding corporate and client-related information.
- Respond to clients and account executive/producer requests in a timely, effective and professional manner.
- Request endorsements and policy changes from the insurance company.
- Follow up on invoicing discrepancies.
- Handle the administrative and technical functions of an assistant if that role should need to be met on the assigned clients.
- Collect new and renewal data on assigned accounts.
- Identify cross-selling opportunities on current clients.
- Stay informed of current marketing conditions and new markets.
- Review, analyze and market applications to carriers following agency.
- Make market recommendations to account executive/producer.
- Negotiate with carriers to create the best combination of coverage and premium.
- Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to ensure client/prospects understanding of coverage.
- Attend training and meetings held by the agency.
- Adhere to agency’s attendance policy
QUALIFICATIONS
- High School Diploma.
- Minimum of 4 Years Prior Professional Experience as a Commercial Lines Account Manager/ Customer Service Representative, or Commercial Lines Underwriter dealing with middle market commercial lines clients.
- Property & Casualty licensed.
- Exceptional verbal, written, and communication/people skills.
- Strong organizational skills, attention to detail, and ability to successfully interact at all company levels while maintaining a high degree of confidentiality in a team environment.
- Proficient in MS Office Suite, emphasizing Word and Excel.
- Can work independently and see initiatives or issues through to completion.
- Must be comfortable dealing with all kinds of people and have a desire to provide exceptional customer service.
- Experienced in EPIC management system is preferred.
Seeking experienced commercial lines customer service representative to maintain and service commercial lines book of business in a small 40 year old agency. Responsibilities include managing renewals, double checking coverages and forms, issuing certificates, submitting and tracking endorsements and communicating with producers as needed to insure appropriate coverages are in place.
Additional duties include answering the phone as needed, opening and distributing the mail and other duties assigned by the agency owner. Position is 30 hours per week. Replacing commercial CSR who is retiring after 19 years with our agency.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 60000 ) [ContactName] => Brian Feltes [ContactPhone] => [ContactEmail] => bfeltes@feltesinsurance.com [DatePosted] => 2024-09-18T13:01:57 [City] => St. Charles [State] => IL [PostalCode] => 60174 [Country] => [Status] => Filled [ContactId] => 176760049313199 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 50000 ) [ShowOnWeb] => 1 [PositionId] => EB-2553090904 [LastModified] => 2024-10-14T10:29:36 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Customer Service ) ) ) ) [120] => stdClass Object ( [JobId] => 108927652707858 [CompanyId] => 4220255721642 [CompanyName] => FCCI [Industry] => [JobType] => FullTimeRegular [JobTitle] => Corporate Claim Examiner [DegreeRequired] => [JobDescription] =>Our client is currently seeking a Corporate Claim Examiner to provide high-level technical guidance, training, and recommendations to Corporate and Regions on the handling of complex / high exposure liability claims. This includes promoting quality outcomes, review of processes, cost effective measures, and compliance with regulatory requirements. The individual will review corporate reportable claims for reserve adequacy, provide guidance and recommendations to expeditiously resolve claim files, assist in the design and administration of audit processes, monitor and reports on claim trends to include significant losses, mediations, trials and arbitrations as they relate to claim area of expertise.
This role is hybrid at our Sarasota, FL office or one of our regional/field locations in Lake Mary, FL, Richardson, TX, or Lawrenceville, GA.
Qualifications /Experience:
Required
* Bachelors or better in Risk Management or related field, (NOTE: Relevant, progressively responsible work experience may be substituted on a year for year basis for the required education).
* Minimum of eight years commercial liability adjusting experience.
* Licensure as required by respective states.
* Experience with Guidewire, a plus.
* AIC designation and/or certification specific to area of expertise.
* Expert knowledge of laws, rules, and regulations as they relate to liability coverage.
* Expert knowledge/experience of Claim techniques and processes.
* Expert knowledge of latest process forms, coverage and case issues in area of expertise.
* Advanced knowledge of the judicial and legal systems.
* Advanced knowledge of property estimating systems and processes.
* Excellent communication, negotiation, interpersonal, diplomacy, and organizational skills.
* Ability to analyze, define and solve problems; the use of good judgment and decision-making and prioritization.
* Excellent knowledge to interpret and explain insurance policy coverage as applicable to the area of claims handling.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 120000 ) [ContactName] => Sheila Kemp [ContactPhone] => (317) 571-3018 [ContactEmail] => skemp@fcci-group.com [DatePosted] => 2024-08-19T16:05:13 [City] => [State] => FL [PostalCode] => [Country] => [Status] => Closed [ContactId] => 4220255921923 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 110000 ) [ShowOnWeb] => [PositionId] => EB-3347697478 [LastModified] => 2024-10-14T10:29:01 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Claims ) ) ) ) [121] => stdClass Object ( [JobId] => 144725006874881 [CompanyId] => 181034560130108 [CompanyName] => NC League of Municipalities [Industry] => [JobType] => FullTimeRegular [JobTitle] => Manager of Property and Liability Claims [DegreeRequired] => [JobDescription] =>Manger of Property and Liability Claims
BRIEF DESCRIPTION:
Role is responsible for management and operational excellence of property and casualty claims department. P/C ensures claims are handled in accordance with Best Practices and sound claims principles. Managers leads department to provide exceptional customer service to members and their constituents. Duties include: assigning claims, providing meaningful direction to claims professionals, maintain active diaries on open claims, analyzing adjusters work, assisting adjusters in direction of attorneys, producing reports, addressing coverage issues, setting goals for staff and monitoring performance via established quality assurance program.
The manager is also responsible for overseeing and actively managing litigation via staff, determining coverage, compliance with Best Practices Manager is expected to keep current on North Carolina case law and its on municipal operations. Other duties include managing property and liability reinsurance recoveries, assisting on assigned projects, implementing processes to improve the claims management process, responding to member’s inquiries, assisting in presentations, monitoring staff levels, determining training needs and performing any additional duties assigned. Position requires at least five years of experience managing complex liability and property claims. Experience with municipal related liability claims is preferable. Must have experience managing a team of property and liability adjusters.
Client offers a generous benefits package with paid sick leave, holidays and vacation.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 130000 ) [ContactName] => Greg Lonnecker [ContactPhone] => [ContactEmail] => glonnecker@nclm.org [DatePosted] => 2024-09-12T15:02:18 [City] => Raleigh [State] => NC [PostalCode] => 27601 [Country] => [Status] => Closed [ContactId] => 143378060477114 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 105000 ) [ShowOnWeb] => [PositionId] => EB-5593280495 [LastModified] => 2024-10-14T10:23:13 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Claims ) ) ) ) [122] => stdClass Object ( [JobId] => 141679259651834 [CompanyId] => 4220255751979 [CompanyName] => Manufacturing Technology Mutual Insurance Company [Industry] => [JobType] => FullTimeRegular [JobTitle] => Marketing Manager [DegreeRequired] => [JobDescription] => Marketing Manager
Reports to:
Vice President of Sales & Marketing
Definition of Position:
Under the direction of the Vice President of Sales & Marketing, the Marketing Manager performs
diversified duties both within and in support of company. These duties involve contributing to the maintenance of a positive corporate image by providing clients and affiliated company accounts with the highest possible level of service regarding administration of the company's program. Assures that the proper channels of communication between the account and internal departments of company are effectively maintained and utilized. Provides assistance and input to achieve short-range and long-range business development objectives within the regional service markets.
Major Responsibilities and Related Tasks:
I. Sales
a. Make sales calls to prospective customers for the purpose of developing new business or to maintain existing business by initiating improvements in service
delivery.
b. Manage appointed agents to ensure awareness of internal updates and service enhancements.
c. Accomplish a closure of new accounts, or obtain the number of submissions as determined by the VP of Sales & Marketing.
d. When an associate provides a lead, follow-up must be timely.
e. Utilize ACT on a day to day basis for documenting communications with prospective policyholders.
f. Assist in the coordination of targeted mailings.
g. Perform other duties as required or directed.
Customer Service
a. Provide accounts with courteous and timely responses to inquiries and correspondence.
b. Ensure that all administrative matters relative to assigned agencies are handled efficiently and in a timely manner. Provide assistance in assuring that proper channels of communication are maintained between the client company, appointed agency and the internal areas of company.
c. Utilize ACT on a day to day basis for documenting communications with current policyholders.
d. Complete customer survey on an annual basis or more often if necessary.
e. Complete in-person renewals for direct accounts.
Administrative
a. Submission Management: initiate, lead and direct regional new business opportunities.
b. Design, enhancement and maintenance of the company website.
c. Development of marketing materials, including prospecting brochures, new account welcome packets, direct mail pieces and company newsletters.
d. Document sales activity on a day to day basis.
e. Provide management with information regarding administrative needs of clients as well as trends and problems identified through monitoring of performance.
IV.
Protect the confidentiality of information within areas of own position responsibilities by preventing unauthorized release, both verbally and/or in writing.
Planning
a. Forecast: Provide the data to prepare, update and control forecasts covering projected new business sales, agency agreements and retention of existing clients.
b. Marketing and business planning: Develop marketing plans, business plans, sales strategies and action plans for all identified targets of opportunity that clearly define objectives, goals, schedules and action assignments.
c. Establishes both short- and long-range plans within the scope of organization-wide policies and common goals. Consults with Vice President of Sales & Marketing.
d. Market Analysis: Maintains a market analysis defining the total market, company market share, competitor market share and available market share. Analyzes and
defines the market for growth.
General
a. Promote continuous quality improvement effort to enhance the services provided.
b. Demonstrate positive attitudes and positive actions through a display of courtesy, congeniality, cooperation, sensitivity and professionalism.
c. Maintain good rapport and cooperative relationships. Approach conflict in a constructive manner. Help identify problems, offer solutions and participate in the
resolution.
d. Maintain Resident Producers License by completing required continuing education classes.
e. Additional responsibilities as designated by the Vice President of Sales & Marketing and/or President.
Knowledge and Skills:
Intensive knowledge of specialized field and broad knowledge of marketing functions and sales.
Excellent communication and interpersonal skills. Demonstrated ability to coordinate a high level of activity under a variety of conditions and constraints. Direct sales experience with emphasis on major accounts and knowledge of the designated territory/ targeted area. Previous sales management experience.
Advanced interpersonal skills necessary to interact effectively and negotiate with business representatives when promoting services. High level of analytical and problem-solving skills
necessary to determine client needs and facilitate the necessary changes to maintain client satisfaction.
An in-depth knowledge of the services being sold. Duties require a well-organized individual with detail
oriented and analytical skills. Requires strong communication skills.
Training and Experience:
Bachelor’s degree in Business, Health Care Administration or related field or equivalent combination of education and experience. Ten to Twelve years of sales/marketing experience in the insurance or healthcare industry. Successful completion of the state licensing class and obtaining a Michigan P & C
Producer license is required. [Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 100000 ) [ContactName] => Megan Brown [ContactPhone] => (248) 488-1172 [ContactEmail] => megan.brown@mtmic.com [DatePosted] => 2024-04-16T10:35:59 [City] => Novi [State] => MI [PostalCode] => 48375 [Country] => [Status] => Filled [ContactId] => 4220256257123 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 80000 ) [ShowOnWeb] => 1 [PositionId] => EB-2054976125 [LastModified] => 2024-09-30T10:48:10 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( ) ) ) ) [123] => stdClass Object ( [JobId] => 279498947085719 [CompanyId] => 119109190927250 [CompanyName] => McGinniss Himmel Insurance Agency [Industry] => [JobType] => FullTimeRegular [JobTitle] => Personal Lines Customer Service Account Manager [DegreeRequired] => [JobDescription] =>
Our Team Members main job is to take care of the person they are talking to whether that is a client, prospect, vendor, wrong number, whatever. We take care of people all day long. Period.
CSR Job Duties/Responsibilities (what you will be doing day in and day out):
-
Basic customer servicing of existing clients by phone, email, or in office appointments
-
Answer high level, difficult, policy and coverage questions including interpretation of policy wording (often with documentation required) for home, auto, boat, and other personal lines policies
-
Process coverage change requests and offer coverage guidance to clients
-
Process claims (FNOL & give guidance) as needed
-
Answer basic coverage & billing questions, process payments, provide proof of insurance, etc
-
Answer inbound phone calls (lots of them) & take messages as needed
-
Gather information from new and existing clients and complete ACCURATE quotes, applications, quote sheets, etc. and document files with all required information & documentation in a timely manner (signed apps, supporting docs, quote sheets, etc completed in time with agency guidelines)
-
Complete projects, from clients or those assigned by Agents within the time allotted
Qualifications:
-
Experience: REQUIRED 1+ years in insurance agency or insurance company customer service/sales with heavy client interaction. (we're not a huge shop, so we're not yet able to train from the ground up - please do not apply without 1 year experience)
-
Licensing: REQUIRED minimum of 4-40 P&C license & ability to pass the 20-44 or 2-20 General Lines test within 6 months of hire (again, not a huge shop so you need to have a 4-40 at a minimum)
-
Technology: Proficiency with ALL the following: Personal Computer, Windows OS, Outlook, Word, Adobe, Internet Explorer/Google Chrome (YES, there will be a test)
-
Education: High School Diploma or Equivalent
-
Must be willing to submit to an extensive, in-depth background check as a part of the application process
Job Title: Business Development Underwriter
Department: Underwriting
Reports To: Underwriting Manager
Position Summary:
This position is responsible for driving revenue through profitable new business growth and renewal retention. The role involves conducting regular agency visits throughout assigned territories to generate business and gather data within the Small Business Unit. The role includes analyzing potential opportunities, developing strategic visitation plans, and using marketing and underwriting knowledge to promote business development through collaboration with operational staff and evaluation of market dynamics. The Business Development Underwriter will also evaluate new markets, communicate underwriting guidelines, and focus on building profitable underwriting results.
Essential Functions:
Utilize Agency Activity Reports to develop strategic visitation plans.
Analyze agency activity based on business characteristics and opportunities.
Develop agency visitation schedules to improve selected metrics.
Gather competitive data, prepare reports, and make recommendations to improve writings.
Use marketing and underwriting knowledge to promote business development.
Collaborate with underwriters to identify risk appetite considerations.
Encourage agents to submit and retain business.
Provide expedited quote assistance within designated authority.
Communicate underwriting risk appetite to partner agencies.
Assist in strategic and departmental plan objectives.
Ensure agents are aware of promotions and operational changes.
Participate in strategic planning efforts based on forecasted agency revenue.
Foster productive relationships with agents and operational staff.
Meet regularly with agents to expand and enhance relationships.
Stay current with underwriting developments and pricing philosophy.
Address challenges and propose solutions to internal and external stakeholders.
Provide updates to operational staff on agency developments.
Build partnerships by attending professional industry events and promoting the company.
Serve as the agency point of contact for company systems, services, and resources.
Oversee agency commissions and promotional incentives for designated agencies.
Job Qualifications:
Education:
Bachelor's or Associate degree in marketing, communications, or related field preferred.
Experience:
2-4 years of Property and Casualty Insurance or Marketing experience.
Required Skills/Abilities:
Ability to travel 25%-50% or more.
Knowledge of insurance industry; workers' compensation experience preferred.
Knowledge of underwriting concepts, practices, and procedures.
Excellent communication, negotiation, and sales skills.
Strong writing skills with the ability to clearly communicate underwriting decisions.
Ability to confidently accept appropriate risk.
Significant attention to detail.
Experience with reviewing financial statements and ratios related to risk analysis.
Organizational, prioritization, and multi-tasking abilities.
Ability to manage small production environments.
Specialized Knowledge, Licenses, etc.:
Proficiency in MS Office (Word, Excel, PowerPoint, Outlook).
CPCU, ARM, CIC, AU designation preferred.
Values and Mission:
Adhere to values by demonstrating Service Excellence, Trust, Ownership, One Team, and Boldness in thought and action.
Positive Attitude:
Develop and maintain positive relationships with team members, customers, co-workers, and management through effective communication and collaboration.
Working Conditions:
General office conditions with light physical demands, may lift up to 50 lbs.
Adherence to all safety rules and regulations, including building security.
Safe and efficient operating conditions to safeguard employees and facilities.
Regular driving on company business, maintaining a satisfactory driving record, valid driver’s license, and insurance.
Exposure to VDT screens. [Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 76000 ) [ContactName] => Terri Larrabee [ContactPhone] => [ContactEmail] => terril@newmexicomutual.com [DatePosted] => 2024-09-11T16:39:34 [City] => Albuquerque [State] => NM [PostalCode] => 87113 [Country] => [Status] => Available [ContactId] => 766646725972271 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 51000 ) [ShowOnWeb] => 1 [PositionId] => EB-7771905465 [LastModified] => 2024-09-17T10:14:33 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Underwriting ) ) ) ) [125] => stdClass Object ( [JobId] => 154297185067717 [CompanyId] => 4220255776658 [CompanyName] => Rural Mutual Insurance Company [Industry] => [JobType] => FullTimeRegular [JobTitle] => Property Field Claims Adjuster Richland Center [DegreeRequired] => [JobDescription] =>
Join our team as a meticulous and skilled Property Field Claims Adjuster. Investigate and assess property damage claims by policyholders with precision. Focus on residential, commercial, and farm properties in Richland Center, WI. Determine coverage, evaluate damage extent, and negotiate settlements. Territory includes Richland, Grant, Crawford, Vernon, Iowa, and Lafayette counties in southwest Wisconsin.
- Visit claim sites to inspect and assess property damage caused by incidents such as fires, floods, storms, or accidents. Gather all necessary information and document the extent of the damage accurately.
- Analyze insurance policies, review claim forms, and investigate the circumstances surrounding the loss to determine the coverage and liability. Assess the extent of property damage and calculate the appropriate settlement amount.
- Prepare detailed reports documenting findings, including photographs, measurements, and estimated repair costs. Maintain accurate records of all communication, transactions, and relevant documentation throughout the claims process.
- Interact with policyholders, claimants, and other stakeholders in a professional and empathetic manner. Address questions, concerns, and provide guidance on the claims process, coverage, and settlement procedures.
- Engage in negotiations with policyholders, contractors, and third-party claimants to reach a fair settlement agreement. Clearly explain the settlement offer, including the coverage limitations and applicable deductibles.
- Collaborate with other departments, such as underwriters, legal, and agents, to ensure accurate assessment of claims and compliance with company policies and procedures.
- Stay updated on relevant laws, regulations, and industry standards related to property insurance claims. Ensure compliance with all applicable guidelines and procedures.
- Perform other duties as assigned.
- Bachelor's degree in a relevant field, such as insurance, risk management, or construction or equivalent work experience may be considered.
- Minimum of three years of experience as a Property Adjuster, preferably in a field-based role. Familiarity with property insurance policies, claim investigation techniques, and industry-standard software for documenting and estimating.
- Solid understanding of construction principles and building materials.
- Strong analytical and problem-solving abilities to assess property damage accurately, evaluate coverage, and negotiate settlements effectively.
- Excellent verbal and written communication skills to interact with policyholders, claimants, and internal stakeholders. Ability to explain complex concepts in a clear and concise manner.
- Strong customer service skills with a focus on providing a positive experience to policyholders throughout the claims process. Ability to handle challenging conversations and demonstrate empathy when dealing with individuals who have experienced property damage.
- Exceptional organizational and time management skills to handle multiple claims simultaneously, meet deadlines, and maintain accurate documentation.
- Valid driver’s license.
- Ability to perform the physical requirements of the job such as climbing ladders, walking roofs, working inside collapsed/burnt structures, walking uneven terrain, etc.
Preferred Qualifications:
- Prior experience working with cause and origin experts.
- Experience in handling recovery processes, including subrogation, contribution, and salvage.
- Familiarity with multi-line claims adjusting.
- HAAG Certification.
Our Client
What You'll Love About Our Client
We created a welcoming place to work with friendly and professional leadership. We are known for the great care we take with our staff, our agents, and our customers. We are passionate and determined about delivering the best customer service, preserving insurance industry knowledge, and making a difference through the work that we do.
We believe in a healthy work/life balance and to that end offer a competitive and comprehensive compensation package including health, dental, life, LTD, and vision insurance as well as an employee bonus plan, matching 401k plan, and generous time off benefits.
Job Description
P&C Insurance Producer
Our client is seeking a fully qualified ambitious insurance professional who is ready for a challenge to grow personally and professionally within an expanding insurance team.
Position Summary: The producer is responsible for prospecting, soliciting, quoting, and producing sales of new insurance business and potentially complex renewal accounts.
Job Description/Responsibilities:
- Develops and acquires new business revenue through sales to new and existing clients
- Creates and maintains prospect list by developing and building professional contacts and networking
- Obtains accurate information from prospects; including completed applications, supplemental questionnaires, risk surveys, and other related documentation in order to provide complete, comprehensive submissions and quotes
- Provides prompt and professional customer service to retain clients
- Accurately documents client files and electronic files with client discussions, quotes, and coverage needs into company data management system
- Develop and maintain relationships with underwriters
- Assist in other projects or duties as assigned or required
Skills & Qualifications:
- High School diploma or equivalent. Prefer secondary education and degree. Insurance studies and designations are a plus.
- Minimum 3 years experience as a Producer of Commercial Property Causality Insurance (prefer knowledge of Auto, CGL, Cargo, Umbrella, Building/Contents, and Workers Compensation)
- Must have P&C Producer’s license (Multiple States Desired)
- Proficient skill level with computer programs including: Microsoft (Word, Excel, Outlook) Suite, and other Agency or Data Management systems
- Provide solutions and creative ideas to handle sales opportunities and difficult situations
Our clients are currently seeking a Manager, Liability Claims, to manage and oversee the Commercial Claims team to ensure all assigned claims are investigated and adjusted appropriately. The team determines liability, secures information, reviews coverages, and settles claims.
This position can be located in our Lawrenceville, GA , Lake Mary or Sarasota, FL office with a hybrid work schedule available (3 days in office and 2 days from home).
What you will do:
- Manage a Commercial Litigation team that primarily handles complex and/or litigated Auto and GL claims in Florida and Georgia.
- Determine work objectives and planning workloads and deadlines for team. Review procedures; workflows and time utilization: identifies potential volume or workflow issues and/or areas where efficiency can be improved and implements changes. Advise user departments of policy or procedural changes.
- Investigations may include applicable field work such as meetings, inspections, assessing damages and documenting physical evidence.
- Documents a plan of action, strategy and future exposure. Sets and maintains an appropriate diary schedule as specified in our claims company guidelines.
- Directs attendance at mediations for those cases within authority and any other duties related to the effective handling of claims. Implements strategies to expeditiously close files and manages claims to a conclusion in the most effective manner possible.
- Selects, contracts with, and works with independent adjusters and miscellaneous vendors in an attempt to handle claims effectively and contain expenses.
- Manage exposures and ensure that reserves are appropriate at the case level for assigned team.
- Support staff management of litigated cases with focus on adherence to guidelines, effective defense, and cost containment.
Qualifications
Experience
Required
* Bachelor’s degree (preferred); NOTE - Relevant, progressively responsible work experience may be substituted on a year for year basis for the required education
* Six or more years of commercial liability experience with two years in a leadership role
* Experience handling complex litigated claims in Florida and Georgia.
* Strong working knowledge of insurance claim procedures, rules, systems, and regulations.
* Strong working knowledge of claim file management techniques and processes.
* Strong working understanding of the judicial and legal systems.
* Knowledge of medical terminology.
* Excellent communication, negotiation, interpersonal and organizational skills.
* Ability to analyze, define and solve problems; the use of good judgment and decision-making.
* Ability to interpret and explain insurance policy coverage as applicable to the area of claims handling.
* Current, active Adjusters License in assigned jurisdiction(s).
* AIC, CPCU or AEI designation(s), or equivalent experience or experience
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The Claims Manager is responsible for the comprehensive oversight of the claims process, including the management of new, pre-litigation, and subrogation files. This role acts as a crucial point of contact between company and clients, providing guidance and support to ensure timely, accurate, and efficient processing of claims in accordance with company procedures.
Key Responsibilities:
- Oversee the Claims Team in the initiation and management of new claims, review of claim materials for completeness and accuracy, investigation and confirmation of loss facts, damage assessments, and consultation with attorneys on legal strategies.
- Manage subrogation processes to ensure effective recovery efforts are executed, engaging with other insurance companies and uninsured defendants to resolve claims and recover funds.
- Develop, propose, implement, and enforce policies and procedures related to claims and subrogation management.
- Establish and maintain effective relationships with clients, vendors, and other stakeholders in the insurance industry.
- Monitor and evaluate claims and subrogation activities to ensure compliance with internal standards and external regulations.
- Resolve complex claims issues and disputes, including those requiring subrogation, consulting with legal counsel as necessary.
- Provide training and mentorship to team members, enhancing their ability to manage both direct claims and subrogation effectively.
- Generate periodic reports for senior management detailing claims outcomes, subrogation efforts, and other relevant performance metrics.
Requirements and Qualifications:
- Bachelor’s degree required.
- 5-10 years of experience in insurance claims management, with a strong preference for candidates who have a background in handling both direct claims and subrogation.
- Substantial knowledge of auto claims management and the subrogation process.
- Experience working with legal teams preferred.
- Proficiency in claims terminology and a thorough understanding of best practices in insurance claims and subrogation handling.
- Excellent written and verbal communication skills.
- Ability to work independently and manage multiple priorities effectively.
Client is a fast-growing insurer that uses biotechnology to reduce risk in the food and agricultural industries. They are located in Brooklyn, New York and provide a collegial and engaging place to work with opportunities for career development.
Job Description:
The Underwriter role will include the evaluation and approval of insurance applications for client insurance products. Additionally, the role will include broker outreach, maintaining regulatory
compliance, and overseeing the claims process. This is a full-time, office-based position. As insurance policies are built around biotechnology products, an interest in science and
technology is welcomed.
Key Responsibilities:
Broker Outreach: Develop relationships with suitable brokers and collaborate on the production of marketing materials.
Risk Assessment: Review policy applications and gain familiarity with rating models to determine customer risk.
Decision Making: Approve or decline insurance applications based on risk assessments.
Documentation: Maintain detailed records of underwriting decisions and policy terms.
Compliance: Ensure all underwriting activities comply with internal and external regulations.
Licensure: Gain both entity and individual casualty insurance licenses.
Skills and Qualifications:
Bachelor’s degree in Finance, Business, Information Technology, or a related field.
Previous experience in underwriting, preferably within the technology sector.
Excellent verbal and written communication skills.
High level of accuracy and attention to detail.
Proactive problem-solving abilities.
Preferred Attributes:
Ability to build and maintain relationships with clients and stakeholders.
Keen to learn and be part of a growing business.
Flexibility to adapt to a fast-paced start-up environment.
Benefits:
Competitive salary. Medical, dental, and vision insurance. 401(k). [Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 125000 ) [ContactName] => Vishaal Bhuyan [ContactPhone] => [ContactEmail] => vb@aanikabio.com [DatePosted] => 2024-07-22T09:00:45 [City] => Brooklyn [State] => NY [PostalCode] => 11232 [Country] => [Status] => Closed [ContactId] => 115679541532968 [MinSalary] => [ShowOnWeb] => [PositionId] => EB-1143747725 [LastModified] => 2024-09-09T15:28:44 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Underwriting ) ) ) ) [130] => stdClass Object ( [JobId] => 155741288841572 [CompanyId] => 784965733747990 [CompanyName] => Turner Insurance Advisor [Industry] => [JobType] => FullTimeRegular [JobTitle] => P&C Commercial Lines Account Manger [DegreeRequired] => [JobDescription] =>
Job description
EXPERIENCED LICENSED P&C COMMERCIAL LINES ACCOUNT MANAGER (CSR)
YOU MUST BE ABLE TO WORK ON LOCATION IN CLEARWATER, FL. You will need to train on location prior to hybrid opportunity. Hybrid opportunity will be considered after 6 months of training and ability to meet all other hybrid requirements.
Our office is expanding & we are currently seeking a full-time Commercial Lines Account Manager (CSR) with minimum 1 year P&C Insurance experience to join our outstanding Team. Commercial Lines experience is preferred but not required.
The Account Manager is a very important position. As the Account Manager you will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, re-marketing renewals, providing support to the agent, suggesting coverages to our clients, working with carriers, taking policy payments & possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Very fast paced environment.
Hours are Monday – Friday 8:00 – 4:30 – 45 min lunch break
Great Benefits Package & PTO Plan. Paid CE Classes. 401K (matched 6%).
Job Type: Full-time
Benefits:
- 401(k) matching -6%
- Paid by employer - Dental insurance
- Paid by employer - Vision insurance
- Paid by employer - Life insurance
- Paid by employer - Disability insurance
- Paid by employer - Health insurance
- Paid by employer - Aflac
- Paid time off – 11 days PTO 1st year (after 90 day probation period)
- Office Lunches
- Birthday Lunches
- Team Time (After Hours)
- Private Venue Christmas Party
Supplemental pay types:
- Bonus opportunities
Weekly day range:
- Monday to Friday
- No weekends
Work setting:
- In-person
- Office
- Hybrid opportunity after training. Must have 2-20 license to work hybrid.
Experience:
- Property & Casualty: 1 year (Required)
- Commercial Lines experience preferred – not required
- AMS 360 experience preferred – not required
License/Certification:
- 2-20 or 4-40 License
Work Location: In person *hybrid opportunity to be discussed*
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 65000 ) [ContactName] => Lisa Turner [ContactPhone] => (727) 442-0012 [ContactEmail] => lisat@turnergroupfla.com [DatePosted] => 2024-07-23T16:42:39 [City] => Clearwater [State] => FL [PostalCode] => 33765 [Country] => [Status] => Closed [ContactId] => 782288741632573 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 50000 ) [ShowOnWeb] => [PositionId] => EB-1349666368 [LastModified] => 2024-09-09T15:25:52 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Account Manager ) ) ) ) [131] => stdClass Object ( [JobId] => 331702686049459 [CompanyId] => 438477726434154 [CompanyName] => Mast LLC [Industry] => [JobType] => FullTimeRegular [JobTitle] => Analyst Team Leader [DegreeRequired] => [JobDescription] =>Job Description
Job Title: Analyst Team Leader
Reports to: CEO
About MAST LLC:
MAST works with auto insurance providers and vehicle donation programs to do one thing: better understand their current salvage process.
We’ve collaborated with claims decision-makers across the country for the last 12 years. We actively work to help our customers improve efficiency in their total loss decision-making. Our process leads to accurate claim handling, enhanced subrogation demand review — and most importantly — maximized salvage recovery dollars through their existing auction vendor.
Job Summary:
An Analyst Team Leader drives operational excellence for the Analyst team through oversight and skill development of team members. This role holds the team members accountable for exhibiting core values and leading team execution. The Analyst Team Leader will set and implement clear and specific action plan by identifying and solving endemic problems and challenges that impact individual team members and/or the entirety of the department.
A successful Team Leader demonstrates exceptional interpersonal communication skills and levels of tact, diplomacy, and confidentiality. They are result-driven and responsible for providing guidance, instruction, training, and leadership that inspires the team to perform optimally. They will work to create a cohesive team that works efficiently to meet performance expectations.
Supervisory Responsibilities:
- Recruits, interviews, hires, on-boarding, and trains new staff.
- Oversees the daily workflow of the department.
- Provides constructive and timely performance evaluations.
- Performs on demand performance coaching and mentorship.
- Handles discipline and termination of employees in accordance with company policy.
Duties/Responsibilities:
- Measuring team and individual performance against key performance indicators (KPIs) and communicating through transparent, consistent reporting.
- Coaching performance improvement through measurable plans that offer goals, actionable steps, and timebound execution.
Our dynamic team is looking for a Commercial Lines Underwriter to assist in the acquisition and retention of profitable commercial lines customers, through sound underwriting principles reflective of company policy. The Underwriter will work with assigned agents in meeting profitability and production goals, by following guidelines and establishing business relationships, along with managing the pricing and underwriting of an assigned territory of business. The ideal candidate will have commercial lines underwriting experience and strong agency relationships in Texas. This position will report to our Southwest Region in Richardson, TX.
Qualifications
Experience
Required
* Bachelors degree; NOTE: Relevant, progressively responsible work experience may be substituted on a year for year basis for the required education
* Two or more years of commercial property and casualty underwriting experience
* Thorough knowledge of P&C insurance forms and rating rules
* Solid working knowledge of underwriting and loss control principles
* Excellent communication, interpersonal and organizational skills
Description
We are currently seeking a commercial lines insurance professional with experience in managing Inland Marine and Commercial Output Policies with regards to product design and maintenance to company & bureau standards. This role will be responsible for collaborating with internal business partners and system vendors to deliver product enhancements as well oversee the implementation of regulatory updates to rates, rules & forms. Position functions as resource for product & coverage issues related to assigned product lines, communicates product changes, develops training materials, and assists with the drafting of filing documentation. This position requires the ability to plan, prioritize, and meet deadlines as well as perform market & product analysis.
Position is located in Sarasota or Lake Mary Florida or Carmel IN office and is available for hybrid schedule (3) days in office and (2) day remote after initial training.
Qualifications
Experience
Required
* Bachelor’s Degree (or equivalent experience); NOTE - Relevant, progressively responsible work experience may be substituted on a year for year basis for the required education
* Minimum of six years of experience in commercial property insurance with focus on Inland Marine & COP products. This experience can consist of product development, product management, underwriting and/or claims.
* Experience working with IT partners developing business requirements for product changes and experience with user acceptance testing
* Must have advanced knowledge of commercial insurance, including policy forms, coverage, rating methodology and techniques
* Strong working knowledge of market & competitive research tools
* Working knowledge of state filings procedures and practices and experience preparing filing materials
* Experience reviewing and interpreting bureau circulars, with advanced knowledge of commercial property rules, rates and forms, with focus on Inland Marine & COP
* Strong analytical and research skills
* Ability to plan, organize & coordinate work activities including establishing and meeting deadlines
* Strong time management skills including ability to handle multiple projects, prioritize & organize
* Strong collaborative skills and experience working with and managing multi-functional project teams
* Ability to create training and reference materials for product changes
* Ability to anticipate problems and suggest opportunities/solutions
* Excellent attention to detail
* Demonstrated clear, concise and effective oral and written communication skills
Preferred
* At least one year of product management experience
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 90000 ) [ContactName] => Chitarra Spannaus [ContactPhone] => [ContactEmail] => cspannaus@fcci-group.com [DatePosted] => 2024-03-18T09:29:11 [City] => Duluth [State] => GA [PostalCode] => 30096 [Country] => [Status] => Closed [ContactId] => 165954180929998 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 85000 ) [ShowOnWeb] => [PositionId] => EB-1686374448 [LastModified] => 2024-08-07T10:12:28 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Product Development ) ) ) ) [137] => stdClass Object ( [JobId] => 138083703566586 [CompanyId] => 253244175817325 [CompanyName] => Capitol Group of Companies [Industry] => [JobType] => FullTimeRegular [JobTitle] => Benefits Account Executive [DegreeRequired] => [JobDescription] =>
PRINCIPAL OBJECTIVES OF THE POSITION
The Benefits Account Executive is a trusted advisor who serves our clients by providing strategic product and service information.
POSITION QUALIFICATIONS AND REQUIREMENTS
- Four-year college degree or equivalent combination of education and work experience.
- Four years of benefit administration experience is required.
- Excellent understanding of underwriting methodologies.
- Experience with health reinsurance contract types.
- Exceptional relationship building skills and the ability to work well with our client’s executives, including CFOs, CEOs, and HR Directors.
- Life and Health license or the ability to obtain within 90 days is required.
- CEBS designation and/or work towards the designation preferred.
- Strong analytical and problem-solving skills.
- Ability to successfully implement project management strategy.
- Extraordinary written and verbal communication skills.
- Outstanding presentation skills.
- Superior organizational skills, ability to handle multiple tasks and effectively prioritize.
- Advanced Excel skills.
PRINCIPAL DUTIES AND RESPONSIBILITIES
- Assist Producer in all aspects of servicing existing clients and maintaining relationships with key decision makers.
- Develop and maintain excellent relationships with insurance company underwriters and representatives to effectively oversee and negotiate the new and renewal marketing process.
- Develop and manage strategic project plans for each client’s renewals. Oversee entire process to ensure all facets of the project are completed in a timely manner.
- Advise clients regarding healthcare reinsurance contract options.
- Create and present complex custom client contribution models.
- Analyze carrier underwriting methodologies, validate carrier recommendations, and advise client regarding carrier projections.
- Resolve complex, escalated product or service issues quickly.
- Effectively communicate all aspects of the Affordable Care Act and other compliance topics such as HIPPA and ERISA.
- Manage the client dashboard process, digest the data, create strategy based on the data and present to clients highlighting key health utilization performance areas.
- Negotiate program renewals on behalf of client to attain best outcomes.
- Work with Analyst to develop strategy and timeline to ensure efficient and effective client outcomes.
- Lead Open Enrollment presentations to educate client executive teams (CFO, CEO, and HR Director).
- Present and effectively communicate information regarding programs to client populations during Open Enrollment meetings.
- Stay apprised of carrier program changes and new programs being offered.
- Set expectations with team and clients to ensure that process completion (renewals, issue negotiation, marketing process, etc.) is timely and effective
Our client is seeking an enthusiastic Surplus Line Tax Associate to join their Grapevine office. They are a dynamic and rapidly expanding organization that offers an excellent opportunity for individuals looking to advance their careers. Reporting to the Head of Surplus Lines Tax Department, the Surplus Lines Tax Associate will be responsible for supporting and executing Surplus Lines tax filings and payments. This role requires a solid understanding of surplus lines tax regulations for the assigned state and operates within tight deadlines for reporting taxes to multiple states.
**Essential Functions:**
1. Timely and accurate completion of state regulatory surplus lines tax filings using state-approved forms or websites.
2. Conducting compliance and quality reviews on documents related to surplus lines tax filings, coordinating with broker teams to rectify any errors for timely submissions.
3. Completing and filing surplus lines affidavits for groups corporate licenses in designated state.
4. Maintaining open communication with producer teams regarding surplus lines taxes.
5. Liaising with state insurance departments to ensure compliance with surplus lines laws and regulations.
6. Assisting the Head of Surplus Lines Tax Department in researching and interpreting state regulations pertaining to surplus lines tax filings.
7. Supporting the Head of Surplus Lines Tax in fulfilling ad hoc requests as necessary.
8. Independently investigating, researching, and resolving issues that may arise during filing, reconciliation, or payment processes.
9. Adhering to all Surplus Lines Department and company policies and procedures.
**Education/Experience/Skills:**
- Associate’s Degree (AA) from a two-year college or technical school, and or experience.
- Proficiency in Microsoft Excel and Gmail.
- Ability to manage multiple priorities in a high-volume position, delivering timely and accurate work products with a focus on customer service and urgency.
- Exceptional attention to detail.
- Excellent verbal and written communication skills.
- Strong teamwork orientation, with a willingness to contribute to team goals and responsibilities.
- Working knowledge of commercial property/casualty coverage and/or insurance licensing preferred but not required.
U.S. Employee Benefits Consultant
REPORTS TO Managing Director
LOCATION United States – Tampa, FL (Flexible/Remote)
THE OPPORTUNITY
Managing a company’s employee benefits program is increasingly complex. Our client builds and improves employee benefit performance, delivering highly complex and challenging products and services to those we serve. As a member of the employee benefits team, you’ll be part of a high performance team with a wide breadth of experiences and capabilities. You will gain unique experiences and valuable knowledge, including exposure to niche sectors of the employee benefits and insurance industry that might take a lifetime to acquire elsewhere.
As part of their growing employee benefits team, you will help shape the innovative culture that makes them a great place to work.
KEY RESPONSIBILITIES
They are looking for high achieving and motivated Consultants, who show potential and enthusiasm for growing and developing a consulting career. You will be working within their employee benefits team, consulting with businesses, and working on projects focused on addressing benefits-related challenges.
As a member of their employee benefits practice, you will:
• Grow and maintain relationships with clients, winning work proactively and contributing to winning new clients.
• Successfully deliver technically complex proposals and projects, ensuring that a practical business-driven approach is taken.
• Be responsible for quality of services provided to clients.
• Review possible leads from other areas of the practice.
• Leverage your own relationships and networks to further enhance brand in the market.
• Help people to develop through effectively supervising, coaching, and mentoring staff.
The principal role is to become a member of and provide support to your team members by producing new business accounts and coordinating renewals, outreach to prospective clients, and by assisting in other areas as requested.
In addition to accurate and efficient data entry surrounding your consulting activities, you will also maintain the integrity of data in the agency’s automated information systems. You will also work with internal and external stakeholders, in varying capacities, in order to resolve problems and complete projects.
You will provide direction and assistance to team members for placement of business with awareness of vendor and carrier requirements and commitments.
POSITION FUNCTIONS
1. Grow and maintain relationships with both existing and new clients. Close business with new and existing customers at or above quota levels.
2. Successfully deliver technically complex employee benefits programs to businesses.
3. Grow external networks and relationships.
4. Actively seek referrals from current clients to solicit for new prospects; follow up to generate new business using prospect database and automation system.
5. Document all material conversations with insureds and/or carriers regarding exposures and coverages to minimize the potential for errors & omissions claims.
6. Maintain a working knowledge of team’s products, services, policies, and processes.
7. Maintain knowledge of underwriting criteria.
8. Manage a pipeline of leads to identify, engage, and develop relationships with potential clients.
9. Dissect and qualify prospects’ goals to determine if company can be a strategic partner in support of their business’s growth.
10. Maintain control of expirations and lead renewal processes, ensuring team is able to stay informed of upcoming renewals and contract expirations.
11. Act as a resource for marketing, operations, and other teams in order to develop and implement strategic plans and solutions.
12. Performs other functions as assigned by management.
KNOWLEDGE, SKILLS, AND ABILITIES
A high level of technical insurance knowledge, organizational skills, and excellent verbal and written communication skills is required. To qualify for this role, you must have:
• Significant experience in employee benefit consulting from an insurance/employee benefits broker.
• Negotiation skills, including the ability to sustain an opinion.
• Business development skills, including the able to identify and convert opportunities to revenue.
• Effective time management skills, including the ability to remain calm when under pressure to meet deadline.
• Strong interpersonal skills in writing, presenting, and influencing decision making.
• Demonstrable experience working in multi-disciplinary teams and unfamiliar environments.
• Fluency (oral and written) in English.
• Experience with Microsoft 365 (including Word, Excel, PowerPoint, etc.).
Ideally, you’ll also have:
• Well-articulated interest in the employee benefits and insurance industry and a vision of how
you, in this role and future roles, may have a positive impact on our clients.
• Project management skills.
• Experience with insurance specific systems (e.g., Applied Epic, EZ Lynx, Employee Navigator, FormFire, Zywave, etc.).
• Experience with captive insurance.
• Experience with reinsurance.
OTHER REQUIREMENTS
You must satisfactorily complete pre-hire employment assessments and maintain a satisfactory driving record. Candidate may be asked to submit to a drug and/or alcohol screening. A civil and criminal history background check will be performed at the company’s expense. Attendance is required at regular and/or mandatory company meetings. Employees are encouraged to pursue relevant professional designations; however, this is not required.
Benefits of working with our client
They endeavor to provide their staff and their loved ones with world-class benefits, focused on supporting physical, financial, and mental wellbeing.
They know that their people are critical to their mission of providing high-quality, yet affordable services and improving the health and wealth of our partners and communities they serve. In an effort to recognize our people, we provide a valuable suite of compensation and benefit programs, as well as resources to support our employees’ professional development and achievements, and personal well-being.
Benefit packages generally include:
• Comprehensive medical, dental, vision, life, accidental death and dismemberment,
disability, and critical illness coverage.
• 24/7 access to virtual doctors from virtually anywhere in the world.
• Employee assistance programs for counseling, life management, financial consultations,
consumer issues, and more.
• Defined contribution pension scheme with enhanced matching formula.
• 33+ days of paid time off, inclusive of recognized holidays. We also offer additional paid time off for bereavement, jury duty, parental leave, and adoption leave.
• Paid time off for paternity leave and adoption leave, regardless of gender.
• Educational reimbursement and peer mentoring program
While our philosophy is to provide the same benefits in every place we have employees, benefits vary by job function,
geographic location, seniority, and tenure. This document is not intended to create, and does not create, a binding
agreement governing employee benefits. Client reserves the right, at its sole discretion, to amend or discontinue any benefit plan at any time.
• Membership subscriptions of approved professional bodies for you to maintain qualifications and continue your educational journey.
• Mobile phone talk, text, and data plan reimbursement.
• Flexible working scheme, including ability to work remotely.
WORKING CONDITION
Our client has a fast-paced multitasking environment. In order to meet these demands, employees are provided the tools to create a dedicated and highly efficient workstation, which includes ergonomic setup features, such as an ergonomic keyboard and mouse, dual monitors, and an adjustable chair. Workstation accommodations and adjustments are provided upon request and evaluation.
PHYSICAL REQUIREMENTS
This position requires a high-energy level and ability to handle stress-related situations on a daily basis. The employee may be required to drive and travel unaccompanied in diverse weather conditions. [Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 90000 ) [ContactName] => Ryan Mitchell [ContactPhone] => [ContactEmail] => rmitchell@wisterm.com [DatePosted] => 2023-10-25T09:17:35 [City] => [State] => FL [PostalCode] => [Country] => [Status] => Closed [ContactId] => 185263519544984 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 45000 ) [ShowOnWeb] => [PositionId] => EB-3575931592 [LastModified] => 2024-08-07T10:09:46 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Sales ) ) ) ) [140] => stdClass Object ( [JobId] => 205995720950065 [CompanyId] => 4220255776658 [CompanyName] => Rural Mutual Insurance Company [Industry] => [JobType] => FullTimeRegular [JobTitle] => Multi-line Claims Adjuster [DegreeRequired] => [JobDescription] => Position Opening
Multi-Line Field Claims Adjuster
Northeast, WI (Waupaca, Winnebago, Outagamie, Shawano & Menomonie Counties)
Duties & Responsibilities:
• Verify coverage on newly assigned claims.
• Establish and monitor reserves throughout life of the claim.
• Investigate claims.
• Evaluate damage.
• Ensure that proper documentation exists for recovery process (subrogation, salvage, etc).
• Settle claims through negotiation.
• Provide prompt claims service to claimants.
• Provide support to CAT teams (when necessary).
• Perform other duties as assigned.
Qualifications:
• Three to five years of multi-line property and casualty claims experience.
• Bachelor’s degree in business administration, risk management & insurance or related
discipline or equivalent work experience required.
• Property claims experience a plus.
• Outstanding oral and written communication skills.
• Ability to operate a personal computer.
• Knowledge of auto physical damage, medical terminology and the ability to evaluate injuries
helpful.
• Must possess a valid driver’s license.
• Ability to perform the physical requirements of the job such as climbing ladders, walking roofs,
working inside collapsed/burnt structures, walking uneven terrain, etc.
• Bilingual abilities (Spanish, Hmong, etc.) a plus.
Company vehicle, phone and computer provided. [Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 80000 ) [ContactName] => Mark Schuster [ContactPhone] => (608) 836-5525 [ContactEmail] => mschuster@ruralins.com [DatePosted] => 2023-05-18T10:14:31 [City] => [State] => WI [PostalCode] => [Country] => [Status] => Filled [ContactId] => 4220256167043 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 60000 ) [ShowOnWeb] => [PositionId] => EB-2407371343 [LastModified] => 2024-08-07T10:09:28 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Claims ) ) ) ) [141] => stdClass Object ( [JobId] => 532425370651453 [CompanyId] => 110389065043248 [CompanyName] => EmPRO Insurance Company Home Office [Industry] => [JobType] => FullTimeRegular [JobTitle] => Medical Malpractice Claim Analyst [DegreeRequired] => [JobDescription] => Responsible for claim file investigation, evaluation and resolution following the claims handling guidelines.
Essential Duties & Responsibilities:
- Follow claims handling guidelines for all facets of claims handling, including but not limited to, claims documentation, diary, reserve adequacy, data entry, electronic filing of correspondence, coverage investigation, participation in case strategy round tables with claims management and/or defense counsel, case settlement, trial management, timely file closure, regulatory compliance, adherence to executive management escalation protocols, and adherence to Watch List and Event Calendar notification protocols.
- Maintain data integrity and accuracy in all aspects of claims handling.
- Demonstrate effective teamwork, provide positive morale and support for colleagues within the department.
- Continually seek opportunities to increase individual knowledge base and skills.
- Attend all mandatory training sessions.
- Seek additional training/educational opportunities.
- Participate in departmental projects.
- Continually evaluate the claim process and assist in developing process strategy with a goal of improving process efficiency.
- Maintain regular and prompt communication with all external and internal business partners.
- Author and proofread required management reports for accuracy, grammar, and relevant information.
- Facilitate claim expense management to include invoice and proposed defense budget reviews; ensure accurate Indemnity and ALAE reserving; negotiate claim settlements within approved settlement authority; and closely monitor defense counsel settlement negotiations and trial events on all claim files.
- Maintain appropriate open/close ratio.
- Other duties as assigned
Education & Qualifications:
- 3+ years of prior experience in the medical liability insurance industry preferred. Analyst qualifications will be based on performance and years of experience in the field.
- Ability to function with minimal supervision.
- Must achieve an overall rating of 3.5 or higher on last two performance evaluations at current level to advance to the next level.
- Consistently demonstrate sound judgment and thorough claims management in present position.
- Must be detail oriented and have good organizational skills.
- Excellent oral and written communication skills required.
- Ability to function in a professional office environment and utilize standard office equipment.
- Must demonstrate ability to maintain an effective working relationship with other departments, employees, management and clients.
- Prior experience working with Microsoft Word. Must demonstrate the willingness and ability to learn a variety of additional computer programs, i.e. Excel, PowerPoint, e-Oasis, and OnBase.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 171000 ) [ContactName] => Lisa Koster [ContactPhone] => (516) 365-6690 [ContactEmail] => l.koster@medmal.com [DatePosted] => 2023-06-13T14:20:51 [City] => Rochester [State] => NY [PostalCode] => 14602 [Country] => [Status] => Closed [ContactId] => 153249343303400 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 65000 ) [ShowOnWeb] => [PositionId] => EB-1503412308 [LastModified] => 2024-08-07T10:09:09 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Rochester ) ) ) ) [142] => stdClass Object ( [JobId] => 103759695367042 [CompanyId] => 875200910789397 [CompanyName] => BSA Claims [Industry] => [JobType] => FullTimeRegular [JobTitle] => VP Marketing and Business Development [DegreeRequired] => [JobDescription] =>
The Vice President of Marketing and Business Development will be instrumental in driving the company's expansion in the insurance adjusting industry. With a focus on strategic marketing, the individual will take charge of the company's growth activities, shaping and executing strategies that reflect the company's brand and value proposition. The representative will collaborate closely with the President to implement initiatives ensuring operational sustainability and profitability. The success of these growth initiatives will be gauged by both top and bottom-line contributions, enduring viability, and market penetration.
Essential Duties and Responsibilities:
- Growth Development:
- Lead all facets of business development and its orientation.
- Design and carry out growth strategies, collaborating with the President, to ensure longevity and viability.
- Guide the growth strategy process, ensuring effective market penetration and retention.
- Detect and address trends and challenges related to growth targets and distribution avenues.
- Supervise the evolution of operational growth strategies in conjunction with the President.
- Assess the financial feasibility of growth strategies and scrutinize key metrics for strategic success.
- Lead continuous assessments and modifications of short and long-term strategic financial metrics and incentives.
- Nurture relationships with market leaders externally and evaluate potential collaboration opportunities.
Competencies:
- 5-7 years leadership experience within the insurance sector.
- Proficient interpersonal skills to nurture relationships and drive negotiations.
- Expertise in strategic marketing.
- Judicious decision-making capabilities based on timely and precise analyses.
- High levels of integrity and reliability, coupled with a results-driven and urgent approach.
Required Skills and Abilities:
- Exceptional communication skills, both verbal and written.
- Expertise in sales and business development.
- Aptitude to meet or surpass set targets.
- Capabilities to compile, scrutinize, and convey data.
- Creative and innovative mindset.
- Efficient strategy execution.
- Organized with attention to detail.
- Mastery of Microsoft Office or analogous software.
Required Education and Experience:
- Preferred Bachelor’s degree in marketing, business, or a related field.
- A minimum of 5-7 years of relevant experience in the insurance sector
- CPCU Designation preferred
- POSITION SUMMARY:
The Sales Executive is responsible for promoting and selling our insurance products within a designated territory. The individual will establish and cultivate relationships with brokers, third-party administrators (TPAs), and self-funded employer groups to grow the company's market share and drive revenue.
- QUALIFICATIONS:
EDUCATION: Bachelor’s degree in Marketing, Business Administration, or related field.
EXPERIENCE: Proven experience in sales and marketing, preferably within the medical stop loss or health insurance sector. Strong understanding of self-funded health plans and the role of stop loss coverage.
SKILLS:Able to use computer applications
Able to use office equipment
Excellent communication, presentation, and interpersonal skills
Highly motivated, results-driven, and able to work independently
PHYSICAL: Ability to travel within the territory. Able to work at a computer during most of a business day. Must have a valid driver’s license.
- FUNCTIONS:
- Establish, develop, and maintain business relationships with current and prospective clients within the territory.
- Conduct market research to understand regional trends, opportunities, and threats.
- Educate brokers, TPAs, and employer groups about the features and benefits of our insurance products.
- Organize and participate in meetings, seminars, and workshops to promote our offerings.
- Achieve established sales quotas and targets within the designated territory.
- Offer exceptional customer service to ensure client satisfaction and retention.
- Address customer concerns promptly and professionally.
- Collaborate with underwriting, claims, and other departments to ensure smooth client transitions and continued client satisfaction.
- Provide accurate sales forecasts and market feedback to senior management.
- Monitor competitor activities and gather market intelligence.
- Maintain up-to-date knowledge on industry news, products, and trends.
- Attend workshops, seminars, and conferences to stay current on market trends and product knowledge.
- Act as a mentor and provide guidance to junior staff when required.
- ORGANIZATION-WIDE REQUIREMENTS:
- Maintains good working relationships with internal staff and external clients.
- Complies with all company policies and agreements.
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Job Summary:
We are seeking a dynamic Underwriter to develop new Member prospects, achieving submission, quote, and premium objectives, and renew existing memberships. Responsibilities include analyzing membership applications to assess risk and set appropriate rates, ensuring compliance with company policies. This role reports to the Chief Underwriting Officer (CUO).
Essential Duties and Responsibilities:
- Evaluate new Member applications, determining risk levels, and providing rate quotes in line with company policies and CUO approval.
- Conduct formal presentations to prospects and brokers regarding membership terms.
- Collaborate with the team and CUO to prepare and finalize membership quotations for brokers.
- Document exceptions to guidelines and critical information relating to underwriting decisions.
- Facilitate renewal of current Members as per CUO's direction.
- Understand and adhere to the company's underwriting rules and by-laws.
- Build and maintain relationships with Members and brokers.
- Travel to meet Members and address service requests, averaging 3-4 nights of travel per month.
- Identify and solve potential service issues.
- Comply with state insurance requirements in providing coverage.
- Promote confidence in the company's services.
- Collaborate with Claims, Safety, Finance, and Member Services departments.
- Generate and present reports to management.
- Manage files for PowerPoint presentations created by the Marketing Department.
- Undertake special projects and other duties as assigned.
Required Qualifications:
- Knowledge of maritime or workers’ compensation practices and the Longshore and Harbor Workers’ Compensation Act.
- Strong interpersonal skills and team cooperation.
- Excellent project management, organizational skills, and ability to handle multiple tasks.
- Proficient in financial report interpretation, communication, and presentation skills.
- Mathematical competency for various calculations and data analysis.
- Problem-solving ability and decision-making skills.
- Monthly travel for team meetings and company events.
- Availability for extra hours during the renewal season.
Required Education:
- Bachelor’s degree in Accounting, Finance, or related field.
- At least six years’ experience in workers’ compensation or maritime industry.
- Proficiency in Microsoft Office and familiarity with Salesforce.
Office Location:
Wilton, Connecticut – three days per week in-office work required.
Work Schedule:
Full-time, Monday to Friday, 9 am to 5 pm, with additional hours during renewal seasons.
Benefits:
- Flexible Time Off policy, encouraging up to 20 days off per year.
- 6% employer 401K match.
- Free vision, dental, and life insurance coverage.
- Low medical contribution premiums and employer HSA contributions ranging from $1,500 to $3,000.
Position Description: Commercial Lines Account Manager
Position Overview: The Commercial Lines Account Manager plays a crucial role in managing and nurturing relationships with commercial clients. This includes the ongoing management, retention, and growth of new and renewal accounts, closely collaborating with producers to secure, market, and place coverage. A focus on delivering exceptional customer service and maintaining expertise in commercial property and casualty insurance underlines the role.
Key Responsibilities:
- Analyze client needs, handle inquiries regarding coverages, billing, and more within a designated book of business.
- Support producers technically to help clients and achieve strategic goals.
- Gather information and documentation from clients to manage accounts effectively.
- Liaise with underwriters and companies for quotes, endorsements, and policy adjustments.
- Create and manage policy documents such as binders, certificates, and endorsements.
- Prepare proposals for renewals and new business, in partnership with producers.
- Guide clients through the claims submission process and provide updates on claim statuses.
Additional Responsibilities:
- Process payments, manage cancellations, and follow up as necessary.
- Handle audits, policy renewals, and direct billing with accuracy.
- Manage incoming email and mail, responding efficiently and appropriately.
- Fulfill other duties as needed.
Skills and Abilities:
- Independent working capability with minimal supervision, within the bounds of agency policies and insurance laws.
- Strong communication skills for explaining complex issues and interpreting detailed information.
- Comprehensive understanding of insurance products, markets, and technical aspects of commercial and property insurance.
- Professional demeanor, commitment, and self-motivation.
- EPIC Agency Management is a plus
Qualifications:
- High School diploma or equivalent; further education is preferred.
- Minimum of 2 years’ experience in commercial or personal property & casualty insurance.
- Active property/casualty insurance license, or ability to obtain.
- Proficient in MS Office suite; willingness to learn new software as needed.
- Exceptional people skills and commitment to customer service excellence.
- Effective time-management, prioritization, and attention to detail.
- Insurance Certifications are a plus
- Enter customer, prospects into EPIC including, contact information, attachments, and activities, as necessary.
- Adhere to the PL workflow for new business, endorsements, and cancellation activities, including attachment ‘proper naming convention’.
- Process endorsements, New Business and Excess Lines policies as requested.
- Enter quotes and marketing as needed.
- Endorsements include new vehicle transactions from dealers/leasing agents, mortgage requests and certain coverages changes.
- All changes and new business requests will be requested by the AE accordingly.
- I will train on the EPIC system and companies as needed.
- Knowledge of PL insurance is a plus but not mandatory.
- Knowledge of company websites and specific coverage is a plus but will be trained.
- Assist in answering the phones and taking billing calls as needed. This also includes assisting customers with billing related issues.
- Processing faxes and emails relating to bank and company requests for information or changes.
- CC AE with all correspondence accordingly.
- Check and follow up with expiration lists and request renewals from wholesalers accordingly.
- Check daily log as well and assist with transactions accordingly working with the AE directly.
Responsibilities for claims position Include:
- Report claims to carrier.
- Follow up on status of claims (includes calling and/or emailing insurance adjusters).
- Gathering claim details for specific accounts.
- Guiding Insured through the claims process.
- Keep organized log of follow ups.
- EPIC experience is a plus
Role Purpose and Function:
The Senior Property Claim Adjuster's role involves investigating, evaluating, negotiating, and settling assigned claims. This includes on-site investigations, damage appraisals, and in-person meetings with policyholders throughout their claim process. This role also entails representing the Claims Department during visits with agency partners.
Key Capabilities for Success:
- Delivering an exceptional customer experience from first contact to claim closure while maintaining a professional demeanor.
- Strong time management skills to maintain schedules and adapt quickly as needed.
- Conduct prompt inspections of damaged property and have a robust understanding of building materials and construction techniques.
- Accurately and timely reserving of claims with a focus on our reserving philosophy.
- Prepare detailed estimates of damages using Xactimate in line with company guidelines.
- Resolve claims proactively and fairly, reflecting coverage, liability, and damages.
- Conduct thorough investigations, including obtaining statements and pursuing information from relevant sources.
- Coordinate emergency repairs and loss mitigation for insureds.
- Understand policy forms and endorsements for both personal and commercial lines policies.
- Manage and minimize adjustment process expenses.
- Combat fraud and identify potential fraud scenarios or trends.
- Maintain workload in line with company standards and use key data points for informed decision-making and improved claim resolutions.
- Adjust work schedule to meet customer needs and workload fluctuations.
- Provide support for CAT responses as needed.
- Develop solutions for team challenges and leverage technology for efficiency and superior customer service.
- Conduct audits and reinspections as required, ensuring accurate and timely documentation and reporting.
- Build relationships with brokers and agency partners and work towards departmental and corporate goals.
Qualifications:
- At least 2 years of experience as a property field adjuster handling claims up to $100,000.
- Completion of or progress towards professional development courses (e.g., AIC, CPCU, SCLA) is preferred.
- Exceptional listening, oral, and written communication skills.
- Ability to make timely, informed decisions.
- Knowledge of Unfair Claims Practices and state insurance regulations.
- Strong time and project management skills with a focus on process improvement.
- Ability to influence departmental goals and objectives.
- Collaborative, problem-solving, and negotiation skills.
- Integrity in all duties and interactions.
- Proficiency in Xactimate and technology platforms used by the company (including Windows, Microsoft Office Suite, and various internet-based applications).
- A valid driver’s license in good standing is required.
Physical Requirements:
- Ability to inspect roofs, crawlspaces, attics, and other challenging areas.
- Capable of lifting up to 50 pounds.
- Must work outside in various weather conditions and drive significant distances. Travel is mostly within 3 hours from home, with occasional longer and overnight trips required based on business needs.
We recognize the significance of comprehensive health and well-being for our employees and offer a broad range of benefits to address this:
Financial:
- No-cost short-term disability, long-term disability, and life insurance coverage.
- Optional enhanced life insurance and critical illness plans.
- A 401k plan with employer contributions, independent of your own contributions.
- Pension Plan.
- Certain positions may qualify for short-term incentive plans.
Social:
- Starting with 25 days of paid time off upon hire (prorated for the first year based on start date).
- 7 days of paid sick leave.
- 10 paid company holidays.
- Additional personalized paid time off after 3 years.
Emotional:
- Access to Modern Health for personalized mental health care services.
Physical:
- Medical, dental, and vision coverage from the first day of employment.
- Flexible Spending Accounts and Health Savings Accounts (with employer contributions) available depending on your medical plan choice.
Position Summary:
As an Account Manager at voluntary benefits organization you will play a pivotal role in overseeing and enhancing the efficiency of our employee benefit insurance brokerage operations. We are seeking an experienced professional with employee benefit insurance industry experience, benefits knowledge, voluntary benefits expertise, and the ability to manage account servicing and benefits enrollment platforms effectively.
This role will be responsible for servicing of client accounts, scheduling of open enrollments, enroller representative training and providing support in day-to-day team operations.
Key Responsibilities:
- Benefits Expertise: Utilize your strong knowledge of employee benefits and voluntary benefits to guide the team in offering the best solutions to clients.
- Account Servicing: Manage and maintain relationships with clients, ensuring high levels of customer satisfaction and retention.
- Benefits Enrollment Platforms: Proficiency in various benefits enrollment platforms, including Selerix, Paycom, Navigator, ADP, and Paychex, is essential for streamlining processes and improving client experiences.
- Compliance: Stay up-to-date with insurance industry regulations and ensure that the firm complies with all relevant laws and standards.
Qualifications:
- Experience of having worked in employee benefit insurance agency and/or company.
- Knowledge of employee benefits and voluntary benefits.
- Proficiency in Microsoft Excel
- Experience in account servicing and client relationship management.
- Familiarity with benefits enrollment platforms, including Selerix, Paycom, Navigator, ADP, and Paychex.
Skills and Competencies:
- Exceptional communication and interpersonal skills.
- Detail-oriented and highly organized.
- Strategic thinker with the ability to drive process improvements.
Salary:
$80,000
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Department: commercial Lines Department
Position: Commercial Lines Account Manager
Job Purpose: To be responsible for new business and select renewal production in accordance with the agency marketing plan.
Organizational Relationships: Responsible to the Principal/Owner. To work as a unit with Producers and other commercial, personal and marketing personnel.
Job Functions Responsibilities:
- Preparation of applications, spreadsheets, proposals and other submission or binding documents for new business and renewals.
- Develop and maintain relationships with wholesale brokers, standard market underwriters and representatives, not limited to in-office settings.
- Develop and maintain relationships with producers and service team.
- Stay informed of industry developments through review of trade press and by attending company training meetings.
5. Risk profiling and price negotiation based on insured size, loss experience, safety protocol, etc.
- Coverage recommendation and program review based on type of business.
7. Promote company in the community and through participation in trade associations, conventions, company meetings and functions.
8. Assist with presentation of new and renewal proposals as requested.
9. Create and maintain production reports.
10. Keep management, producers and department personnel informed of underwriting changes and general company information.
11. Due to changing business conditions, management may request that additional duties or functions are necessary to fulfill the job requirements.
Physical Requirements:
- The physical requirements 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.
TSeeing THearing TTalking* TReading* TWriting* TReaching TUse of Hands TWalking TSitting for several hours
* Proficiency of the traits marked above require English for business letters, memos, customer interaction, presentations, proposals, employee communications, community work etc.
Job Specifications:
- A minimum of five years of commercial insurance marketing experience.
- Experience with EPIC management system
- Solid knowledge of commercial coverage and risk management.
- Demonstrated skills of problem solving, strategic thinking and persuasion.
- Strong project management skills with ability to multi-task and set priorities within tight deadlines and high client expectations.
- Superior EXCEL, written and verbal communications skills, coupled with highly developed interpersonal skills and professional appearance.
What We'll Bring to the Table:
Summary/Objective:
The Environmental Health Safety Specialist eliminates or controls hazardous conditions resulting from human error, equipment, and machine operations that may lead to human injury and/or property damage. Ensures compliance with safety and environmental procedures and assists in the achievement of profitability/productivity requirements.
Essential Functions:
- Collaborates with the operations team to manage all environmental, health, and safety programs and required environmental permits.
- Provides orientation, basic training, and ongoing training to employees to ensure a competent staff is maintained.
- Responsible for directing the safety committee; review and discuss safety needs, provide updates, training, DOT, Hazmat, OSHA, and related safety and compliance information.
- Develops effective health and safety procedures for all areas of the company.
- Responsible for developing a strong understanding of the company’s operational flow. Provides subject matter expertise in Process Safety ensuring industry best practices.
- Ensures all workers are trained to operate equipment properly and safely.
- Ensures all workers are trained to use tools properly and safely.
- Plans and implements training for employees regarding worksite safety practices and ensures such practices are in compliance with local, state, and federal rules and regulations. Responsible for preparing and conducting monthly safety meetings.
- Maintains all required safety records and equipment inspection/maintenance records.
- Performs safety/environmental surveys and inspections, prepares written reports of findings and recommendations for corrective or preventive measures were indicated and follows up to ensure measures have been implemented.
- Conducts post-accident investigations and prepares reports identifying possible accident causes and hazards for use by company personnel and senior management.
- May advise on structural safety requirements based on failure mode analysis of such factors as fatigue, stability, stress, concentration, and creep; design protective equipment or safety devices for machines and redesign machines and plant equipment to eliminate occupational hazards; and/or review proposed occupational safety policies, guidelines, and standards to determine their consistency with accepted principles and practices and recommend technical changes as needed.
- Collaborates with the Projects & Equipment Manager on lock out/tag out procedures and identifying unsafe equipment and tools.
- Ensures that safety data sheets are maintained and readily accessible when needed.
- Performs other duties and responsibilities as required or requested in support of the EHS strategic plan.
Required Education and Experience:
- Bachelor’s degree in Environmental Health and Safety or related field and/or 4+ years of EHS experience.
- Bilingual in English and Spanish
- Ability to read, analyze, and interpret local, state, and federal regulatory requirements.
- Ability to write reports, business correspondence, and procedure manuals.
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Preferred Education and Experience:
- Awards or accolades for accomplishments in safety improvements.
- Relevant training certifications in industry topics helpful.
What You'll Be Doing:
- Accessing/reviewing insurance related laws and regulations
- Performing competitive research
- Organizing/presenting competitive information in a meaningful format
- Drafting basic product documents for new programs and creating state required forms to address compliance issues
- Preparing support and compliance reviews, including forms checklists and transmittals for form filings, including drafting explanatory language
- Working directly with state filings analysts
- Corresponding directly with clients on project goals and results
- Drafting form interrogatory responses
- Recommending solutions and/or alternatives to clients
- Keeping informed on industry trends, changes in the marketplace, etc.
- Performing peer reviews
- Assist in the preparation of proposals for projects to meet clients’ needs
- Preparing polished, professional, clear reports to present results/information
- Invoicing clients
What You'll Bring to the Table:
- A Bachelor's Degree or the equivalent experience
- A minimum of 6 years of experience
- A complex understanding of underwriting, rating, regulatory compliance, and the insurance product.
- Intermediate Microsoft Excel and Microsoft Word skills
- Excellent verbal and written communication skills
- Project management experience
- Familiarity with contract drafting
- Client management experience
Named as one of the Oklahoman’s Top Workplaces from 2021 to 2023, our client is a young, growth-oriented team dedicated to attracting and retaining exceptional talent. Their entrepreneurial style and niche market position ensure that their team members see their hard work reflected in the company’s success. They are currently seeking a qualified individual for the following opportunity in their Oklahoma City office, although other locations within commuting distance and a hybrid work schedule will be considered depending on the qualifications of the candidate.
REINSURANCE CONTRACT SPECIALIST
Our client is searching for a candidate who is eager to develop career skills with an insurance carrier specializing in the program business and fronting market in partnership with program administrators, third-party administrators, and reinsurers. This is an excellent opportunity for a self-starter who wants to learn and develop from a team of experts across all aspects of this business.
Responsibilities
- Provide support for and act under the supervision of attorneys with respect to reviewing, drafting, and negotiation of terms and conditions of contracts with a strong emphasis on reinsurance contracts, program administrator agreements, and third-party administrator agreements. Software licensing agreements, master services agreements, SOWs, non-disclosure agreements, and various vendor agreements will be within this individual’s scope of duties as well.
- Maintain contracts and ensure proper documentation for new, renewal, and existing contracts.
- Administration and maintenance of contract database and records.
- Provide support to attorneys on coverage disputes and litigation.
- Assist with licensing, filings, and regulatory matters as well as with the handling of consumer complaints and agency appointments.
- Assist with preparation for and documents related to Board meetings and corporate governance matters.
- Provide general paralegal support for attorneys within the Office of General Counsel as needed.
- Other duties as may be assigned.
The responsibilities listed above do not limit the potential assignments that may be associated with this role. They should not be construed as a complete description of all duties that may normally be performed or may be occasionally assigned.
Required Qualifications
- Minimum of 5+ years of experience in the insurance and/or reinsurance industry with a demonstrated focus on reinsurance agreements, program administrator agreements, and third-party administrator agreements.
- Excellent analytic, technical, and problem-solving skills.
- The ability to manage competing priorities in a fast-paced, entrepreneurial environment.
- Proven communication, written, presentation, and organizational skills.
- Ability to work under pressure and prioritize tasks accordingly.
- Proficiency in Excel, Adobe Acrobat Pro, and Word.
- Desire to work both independently and cross-functionally within a team.
- Paralegal, legal assistant training, or Paralegal certificate preferred.
- Combination of law firm and in-house legal experience preferred.
- Associate’s or Bachelor’s degree or certifications in accounting, finance, or insurance-related fields as well as experience with Corporate Governance and Board matters would be an asset.
Commercial Lines Service Lead Job Description
About the Role:
We are seeking a full-time, Property & Casualty licensed Commercial Lines Service Lead to develop a strong Commercial Lines Service Team. This leadership role focuses on coaching, accountability, and driving team success. You will keep the team aligned on goals, standards, and priorities in a fast-paced, collaborative environment. Additionally, you will manage a book of commercial clients and act as the primary service manager for Outside Account Executives and Producers.
Responsibilities:
- Lead, coach, and hold accountable all members of the Commercial Lines Service Team.
- Conduct monthly audits to assess team performance.
- Manage a book of commercial business, focusing on retention, growth, and profitability.
- Cross-sell and up-sell existing commercial accounts, seeking referrals for Personal Lines and Life products.
- Support and service accounts for assigned Outside Account Executives and Producers.
- Quote, propose, and write new small commercial business, including bonds for existing accounts.
- Coordinate administrative tasks with the Commercial Insurance Assistant.
- Lead and initiate improvements to the commercial customer service model to enhance retention and producer capacity.
Qualifications & Skills:
- Embodies our core values: Healthy (teamwork), Hungry (improvement), Humble (servant leadership), Stakeholder (ownership).
- Highly organized, detail-oriented, and dependable.
- Adaptable to a fast-paced environment with changing technology.
- Excellent interpersonal and communication skills.
- Professional appearance with a caring and friendly demeanor.
Requirements:
- Current PA Property & Casualty License.
- High school diploma or equivalent (GED).
- Two years of prior commercial insurance experience (preferred).
Benefits:
- Competitive benefits package including health insurance, retirement plan with employer match, profit sharing, paid time off, flex time, disability and life insurance, paid holidays, and more.
- Company culture focused on team lunches, teambuilding events, and charitable giving.
- Award-winning agency recognized for quality and service.
What Makes Us Unique:
- We invest in our people: employees, clients, and community.
- We provide expert advice with a focus on education.
- We are problem-solvers dedicated to finding solutions.
RISK MANAGER
Orlando, FL (Onsite) Full-Time
Job Details
Our client is looking for a motivated and energetic Risk Manager to join our team located in Orlando, Florida!
They are seeking a self-motivated and detail-oriented individual to join our team as a Risk Manager. Reporting directly to the VP of Risk Management & Insurance, this role will play a pivotal part in supporting various risk management initiatives within our organization. The ideal candidate will possess strong analytical skills, a collaborative mindset, and a passion for mitigating risk and ensuring the long-term sustainability of our business operations. This is not an office-only role. The candidate filling this role will be actively engaged with our site teams, quality control, finance, and all operations.
If you are a proactive individual with a passion for risk management and a desire to make a positive impact, we encourage you to apply for this exciting opportunity.
A bit more about what you’re going to do:
- Assist with insurance renewal activities.
- Gather and analyze underwriting data for all lines of insurance.
- Preparation of renewal submissions.
- Manage the issuance of insurance certificates and invoices to servicers.
- Support the incident and claims management processes.
- Assist in incident management and mitigation for all lines of insurance.
- Support the teams in resolving risk and insurance-related matters.
- Support on-site teams with risk mitigation efforts.
- Manage various risk management projects as they arise.
- Coordinate loss control and property risk engineering efforts.
- Assist with contract reviews.
- Manage various risk and insurance systems.
- Assist in the preparation of various reports and presentations related to risk management activities.
- Liaise with third-party vendors.
- Handle other ad hoc projects and requests to mitigate losses and manage the total cost of risk.
Qualifications:
- A firm understanding of risk management concepts.
- Understanding of various property, casualty, or health and benefits insurance
- Undergraduate or higher degree in risk management or insurance, or comparable degree or experience.
- Strong analytical, problem-solving, collaborative, and interpersonal skills.
- Well-organized, detail-oriented, and able to balance competing priorities and sustain a heavy workload.
- Excellent communication and presentation skills.
- Ability to deliver high-quality work product under tight deadlines.
- Effective relationship-building skills.
- Experience within employee benefits.
- Bilingual would be preferred but not required!
Actuarial Liaison II (Product Development) Position Summary Responsible for supporting rate and pricing related aspects of the development, implementation, and ongoing management of group health and life insurance products in accordance with organizational objectives.
This includes coordinating the development and modification of rates for health and life insurance products through interaction with contracted outside actuaries/actuarial firms, marketing partners, and internal actuarial, underwriting, administration, and marketing staff. This also may include interaction with internal compliance staff and State Departments of Insurance regarding rate compliance for group health and life insurance products. The Actuarial Liaison II position requires a higher level of independence than Actuarial Liaison I. Expectations
- Coordinate and communicate health and life insurance pricing and product evaluation activities with actuarial consultants
- Prepare generic and state-specific actuarial memoranda and rate filing documents for pricing actuaries to review and sign
- Assist with state rate filings and responses to state objection letters
- Update the department’s documentation of rate and actuarial material filings and conditions of approval
- Ensure rate related documents are organized and saved in the department’s electronic product folders
- Build, modify, and test rate calculators and spreadsheets
- Calculate and prepare gross premiums upon request
- Assist with coordinating the development and implementation of quoting software and other tools by external parties
- Assist with ensuring department-created rating tools are easily identified and up to date based on current rates, state availability, and regulations
- Assist in training new Actuarial Liaison and other support staff
- Research and document state insurance department rate filing requirements
- Prioritize assigned projects and deadlines
- Provide management with regular updates on status of assigned tasks
- Clear, concise, and professional communications
- Accurate and timely completion of work Competencies
- Proficient use of Microsoft Office software, including Word and Excel
- Excellent organization, math, critical thinking, and problem-solving skills
- Strong communication skills with customer service orientation
- Strong research skills (search, investigation, and critical analysis)
- Experience with researching state rate filing and compliance requirements
- Can identify the key components of actuarial memorandums for life and supplemental health insurance products
- Self-Motivated/Self-Starter
- Detailed, Accurate, and Efficient
- Successfully interacts with external clients and internal departments at all organizational levels
- Capability to see projects in totality and ensure team-oriented success in a complete and timely manner Requisites
- Bachelor’s Degree
- Working knowledge of supplemental health, disability and life insurance product pricing, design, compliance, and implementation concerns
- Expert in use of Microsoft Excel
- 2+ years of experience working with Insurance Rate Compliance
- Successful completion of mathematics coursework preferred
- Successful completion of actuarial science coursework beneficial Core Values:
- We demonstrate INTEGRITY in all we do.
- We enthusiastically display our ENTREPRENEURIAL spirit with every opportunity and challenge.
- We are RESULTS-DRIVEN in our performance.
- We are COMMITTED to our promises and people.
- We are STEWARDS of the people and resources entrusted to us. Mission:
- Specialty insurance solutions with personalized expertise and responsiveness.
direction of our client's Fort Walton Beach location. This senior leadership role is pivotal in ensuring the effective
delivery of our insurance products and services, maintaining high standards of customer satisfaction, and driving
operational efficiency across all branches.
Key Responsibilities:
• Provide strategic leadership and oversight for the day-to-day operations, ensuring alignment with company goals and objectives.
• Lead, mentor, and develop service teams, fostering a high-performance culture and ensuring professional
growth and development.
• Oversee assigned workload and measure for optimum performance.
• Manage schedules and out of office coverage to ensure clients’ needs are met.
• Identify opportunities for increased efficiencies and/or team growth.
• Conduct quarterly performance check-ins and annual performance review with all non-producer
associates.
• Communicate clear expectations if any performance improvement plans are necessary or in effect.
• Ensure exceptional customer service standards are maintained across all branches, addressing client
concerns promptly and effectively.
• Identify and implement process improvements to enhance operational efficiency, reduce costs, and
improve service delivery.
• Ensure the branch complies with regulatory requirements and company policies, managing risk and
ensuring best practices are followed.
• Develop and monitor essential outcomes to assess and improve branch performance, reporting progress to
VP of Operations.
• Collaborate with the sales team to support business development initiatives, contributing to the growth of
the company's market share in employee benefits, property and casualty, personal lines, and surety.
• Oversee the development and management of branch budgets, ensuring financial targets are met and
resources are allocated efficiently.
Desired Education, Skills, and Experience:
• Bachelors degree preferred
• At least 5 years’ experience in commercial insurance
• At least 7 years’ experience in a management role that includes people leadership, workload evaluations,
training, coaching and mentorship
• Excellent verbal and written communication skills
• Ability to identify issues and implement effective solutions efficiently
• Familiarity with AMS360 and ImageRight preferred
• Strong organizational and multitasking abilities
• High ethical standards and integrity
• Collaborative attitude and ability to work as a team
Important Notice: This position description is intended to describe the level of work required of the person
performing the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned
as needs arise or as required to support the organization. All requirements may be subject to reasonable
accommodation for applicants and colleagues who need them for medical or religious reasons. [Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 125000 ) [ContactName] => Shelby Loyd [ContactPhone] => [ContactEmail] => sloyd@mewilson.com [DatePosted] => 2024-06-19T10:48:05 [City] => Fort Walton Beach [State] => FL [PostalCode] => 32547 [Country] => [Status] => Closed [ContactId] => 479664181395865 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 100000 ) [ShowOnWeb] => [PositionId] => EB-9609725866 [LastModified] => 2024-08-07T10:02:23 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Insurance Agency ) ) ) ) [159] => stdClass Object ( [JobId] => 173331212376021 [CompanyId] => 180580250372815 [CompanyName] => ME Wilson Company LLC [Industry] => [JobType] => FullTimeRegular [JobTitle] => Commercial Lines Account Manager [DegreeRequired] => [JobDescription] =>
Position Summary: The Commercial Lines Account Manager will play a vital role in supporting Account Executives in managing client accounts and delivering exceptional service. The role responsibilities will include assisting with client inquiries, processing policy changes, preparing quotes, and maintaining accurate client records. You will collaborate closely with Account Executives, Producers, and other internal teams to ensure client satisfaction, retention, and operational efficiency.
Key Responsibilities:
- Process policy changes, endorsements, audits, cancellations, and renewals.
- Process new mail and policy checking.
- Invoice, follow up for payments, and generate premium finance quotes as needed.
- Maintain accurate client records in AMS360 & ImageRight, ensuring data integrity and compliance with agency requirements.
- Support the Account Executives in preparing new business submissions.
- Support Account Executives in the renewal process by following the renewal timeline, preparing renewal submissions, gathering underwriting information, and reviewing policy terms.
- Generate online rating quotes.
- First review of quotes and assist with preparation of proposals.
- Generate proof of insurance, including auto ID cards, certificates of insurance, and evidence of property insurance.
- Serve as the backup point of contact for client inquiries, providing prompt and courteous assistance.
- Foster positive relationships with clients, carriers, and internally through proactive communication and responsive service.
- Identify opportunities for cross-selling additional insurance products.
- Assist in the preparation of reports, presentations, and other client-facing documents as needed.
- Perform other duties as required to support the Account Executives and ensure client satisfaction.
Desired Education, Skills, and Experience:
- FL 2-20 preferred (or willingness to obtain).
- Experience with AMS360 and ImageRight preferred.
- 1-2 years of experience in the insurance industry, with exposure to commercial lines.
- Knowledge of insurance products, coverages, and industry regulations.
- Strong customer service orientation with excellent communication and interpersonal skills.
- Detail-oriented with the ability to prioritize tasks and manage time effectively.
- Proficiency in Microsoft Office Suite and familiarity with insurance agency management systems (AMS).
- Ability to work as part of a team.
Important Notice: This position description is intended to describe the level of work required of the person performing the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation for applicants and colleagues who need them for medical or religious reasons.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 85000 ) [ContactName] => Shelby Loyd [ContactPhone] => [ContactEmail] => sloyd@mewilson.com [DatePosted] => 2024-06-19T10:54:43 [City] => Tampa [State] => FL [PostalCode] => 33606 [Country] => [Status] => Closed [ContactId] => 479664181395865 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 60000 ) [ShowOnWeb] => [PositionId] => EB-1355403627 [LastModified] => 2024-08-07T10:02:09 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Customer Service ) ) ) ) [160] => stdClass Object ( [JobId] => 117730376948189 [CompanyId] => 111017433729538 [CompanyName] => Acadia Professional Insurance [Industry] => [JobType] => FullTimeRegular [JobTitle] => Senior Client Relationship Manager [DegreeRequired] => [JobDescription] =>Senior Client Relationship Manager
As our Senior Client Relationship Manager, you will be responsible for our top clients. You will communicate with them regularly to ensure they receive the highest standard of service. We act as a bridge between our clients and the insurance company, ensuring client satisfaction, understanding needs, and facilitating necessary changes.
Key Areas of Responsibility:
- Develop relationships and work with various insurance carrier partners.
- Develop relationships and provide high-quality services to key accounts
- Build Excel spreadsheets for client presentation
- Efficiently utilize an insurance agency management system by keeping records and documentation of client interactions
Experience & Skills Required:
- 3-5 years of Client Relationship Management Experience
- Experience in Medical Malpractice is preferred but not necessary
- Highly resourceful and goal-oriented
- Have outstanding communication and organization skills
- Computer proficient
- Ability to confidently administer and manage multiple projects with good prioritization
- skills working to deadlines
- A collaborative thinker that can work as part of a team
Qualifications: BA or BS. Property and Casualty Insurance License
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 110000 ) [ContactName] => Scott Parker [ContactPhone] => [ContactEmail] => sparker@acadia.pro [DatePosted] => 2024-06-25T12:50:45 [City] => MORRISTOWN [State] => NJ [PostalCode] => 07960 [Country] => [Status] => Closed [ContactId] => 256436986688067 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 90000 ) [ShowOnWeb] => [PositionId] => EB-9129136500 [LastModified] => 2024-08-07T10:01:41 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Customer Service ) ) ) ) [161] => stdClass Object ( [JobId] => 182117730563660 [CompanyId] => 197085587289057 [CompanyName] => NIP Group, Inc. [Industry] => [JobType] => FullTimeRegular [JobTitle] => Assistant Controller [DegreeRequired] => [JobDescription] =>About Us
We are a rapidly growing insurance service provider specializing in commercial insurance programs. Our services include underwriting, distribution, product management, administration, and risk management, primarily by acting as a managing underwriter (MGA) and a Reciprocal Services Manager (RSM). Our culture empowers and encourages employees to be innovative, collaborative, and forward-thinking. If you are interested in being part of a growing, entrepreneurial-spirited organization, we’d love to hear from you!
About the Position
We are seeking a highly motivated and detail-oriented Assistant Controller to join our team. As an Assistant Controller, you will be responsible for assisting in the management of the monthly close process, performing general accounting functions, and supporting the overall financial operations of the company. This is an exciting opportunity to work for a rapidly growing company that offers excellent career growth potential.
What You’ll Do
We have an exciting opportunity for an Assistant Controller to join our team. Responsibilities include:
- Overseeing the invoicing and AR processes.
- Managing treasury functions.
- Assisting in the management of the monthly closing process.
- Supporting the Controller in day-to-day management of accounting functions.
- Assisting the Controller in the production of monthly, quarterly, and annual financial reports.
- Engaging with the FP&A team to validate monthly operational reports.
- Serving as a liaison between the accounting team and business functional areas (claims, underwriting, etc.).
- Creating and maintaining updated policy and procedure documents, including identifying internal controls of accounting functions.
- Ensuring cross-training among supervised staff members.
- Performing additional ad hoc duties as assigned.
What We’re Looking For
Education:
- Bachelor’s degree in Accounting, Finance, or a relevant field is preferred.
- CPA or CMA is highly desirable.
Experience:
- 7+ years of overall accounting and finance experience.
- Proven experience working as an Assistant Controller or a similar position.
Competencies:
- Strong working knowledge of accounting principles and procedures.
- Excellent understanding of general ledger functions and month-end/year-end close processes.
- Strong command of accounting best practices, laws, standards, and state/federal regulations.
- Analytical abilities to develop and implement improvements and recommendations.
- Detail-oriented with attention to internal and external reporting deadlines.
- High ethical standards.
- Excellent verbal and written communication skills.
- Effective organization, time management, and problem-solving skills.
What You'll Receive
We recognize that many factors contribute to your overall satisfaction both at work and in your personal life. Therefore, we provide a perfect mix of compensation, benefits, company culture, and resources to ensure your everyday happiness. Below are some benefits you’ll receive:
- Competitive compensation to reward your hard work every day.
- Progressive Paid-Time Off program for you to enjoy time out of the office, including time off for volunteering and life events.
- Group Medical, Dental, Vision, and Life insurance to encourage a healthy lifestyle.
- Pretax Health and Dependent Care Spending Accounts to ease taxes on spending.
- Discounts in retail and entertainment.
If you are ready to take on a challenging role in a dynamic environment, we would love to hear from you!
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 130000 ) [ContactName] => Brandon Battles [ContactPhone] => [ContactEmail] => bbattles@nipgroup.com [DatePosted] => 2024-07-01T16:23:38 [City] => Remote [State] => [PostalCode] => [Country] => [Status] => Closed [ContactId] => 127484245169874 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 110000 ) [ShowOnWeb] => [PositionId] => EB-1590744729 [LastModified] => 2024-08-07T10:01:23 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Accounting ) ) ) ) [162] => stdClass Object ( [JobId] => 119780778592285 [CompanyId] => 197582364410417 [CompanyName] => Tyrol Insurance Agency [Industry] => [JobType] => FullTimeRegular [JobTitle] => Commercial Lines Account Manager [DegreeRequired] => [JobDescription] =>Overview: We are seeking an experienced Commercial Lines Account Manager to manage new business and a portion of our renewal business. This role involves rating, presentation, handling endorsement and certificate requests, preparing proposals, answering insureds' questions, and documenting accounts.
Responsibilities:
- Handle new business and renewal business
- Rate, present, and manage endorsement and certificate requests
- Prepare proposals and respond to insureds' questions
- Document account activities and maintain records
Qualifications:
- Experience as a CSR in commercial lines
- Proficiency with the EPIC system is a plus
- Ability to navigate carrier websites
Preferred Carriers:
- Chubb
- Cincinnati
- CNA
- EMC
- Encova
- Hartford
- Hanover
- Travelers
- Guard
- Amtrust
- Nationwide
- Liberty Mutual
- Several others
Benefits:
100% healthcare costs covered for individuals- Dental insurance available
- 401k with 100% match up to the first 4%
- Company-paid LTD, STD, and life insurance
- Summer hours: Early dismissal at 2 PM on Fridays from Memorial Day to Labor Day
Job Description: Safety Coordinator – FT. Worth Manufacturing Plant
Position Overview:
Seeking a proactive Safety Coordinator for our manufacturing plant team. Responsible for safety program development, compliance with regulations, incident management, and fostering a safety culture.
Reporting/Hierarchy:
Report to the General Manager
Responsibilities:
- Conduct inspections and audits.
- Conduct new hire safety orientation.
- Maintain environmental records.
- Implement safety policies and guidelines.
- Coordinate and perform safety training sessions.
- Identify hazards and recommend mitigations.
- Ensure compliance with OSHA safety regulations.
- Collaborate during inspections and audits.
- Report and manage incidents.
- Foster safety awareness through communication.
- Develop emergency response plans.
- Analyze safety metrics and propose improvements.
- Performs other duties as assigned.
Qualifications:
- Associate degree in health and safety or related field (required).
- Bachelor's degree (preferred).
- Health and safety certification (required).
- 3 years of related experience (preferred).
- Certification in Occupational Health and Safety (preferred).
- Certified in First Aid and CPR.
- Proven safety coordination in manufacturing.
- Strong knowledge of OSHA and industry standards.
- Excellent written and verbal communication.
- Detail-oriented with analytical skills.
- Collaborative with software proficiency.
- Bilingual in English and Spanish (preferred).
ABOUT THIS POSITION
The Service Concierge position combines wonderful relationship skills with strong problem solving and business acumen. The primary responsibility and goal of this role is to work with our customers and retail partners to ensure they have the very best experience with concierge service and lightning fast results. You will be excited by the interaction with happy customers and business partners while helping them navigate through a frictionless experience. Your positive enthusiasm will be infectious and you are encouraged to try new approaches to drive results. We are all about the learnings, and believe in rapid tests to create better outcomes.
How you contribute:
- Facilitate great customer experiences for our customers and retail partners
- Empathetically communicate with customers over email, phone, chat, and text to resolve questions and make them feel confident in working us
- Answer phone calls from both customers and partners, triage, and help resolve their needs
- Help develop & implement new tests to drive better outcomes
- Provide ideas & feedback to product & engineering teams
- Effectively leverage our platform and systems to optimize performance and process
- Serve as voice of customer, understanding customers’ needs and pain points and help translate expectations and identify trends that affect strategic decision
Why you’ll kill it in the position:
You’re an ambitious individual who embraces the agile work atmosphere of a growth-oriented organization. Ultimate success will be measured by delivering on commitments, exceeding goals, and achieving both with integrity and respect for partners, customers and co-workers. Other attributes include:
- Great problem solving skills & business acumen
- You love to develop relationships and help others
- You are empathetic, diligent, and detailed oriented
- A friendly demeanor that makes others feel great
- Professionalism, patience, and a people first attitude
- Exceptional verbal and written communications skills
- Strong time management capabilities
- Self starter that is comfortable in a high energy and vibrant company environment
- 2-5+ years of service experience
- Bilingual English and Spanish
- The ability to collaborate with others to achieve set goals
- Thorough, persistent, and willing to put in the extra effort to achieve goals.
- Bachelor’s degree or comparable experience
What we’ll bring:
- Transparent and fun company culture
- Competitive salary
- Agile process, but not at the expense of proper planning
- World-class benefits (medical, life & vision)
- Dental reimbursement plan
- Paid maternity or paternity leave
- Unlimited vacation policy
- Reimbursement for Professional Development
- Remote employment option
- Company offsites
- Challenging & rewarding work
Underwriting Manager Job Description
This newly created position will report directly to the President/CEO and oversee the underwriting department of the organization, including underwriters and account managers. This position will be responsible for guiding and setting the direction of the organization as it relates to underwriting both new and renewal business, product offerings, rate and form filings, and assisting with problem and dispute resolution. Underwriting interacts with every department within our organization and this position will have interactions with other C-Suite executives as well as members of the claims and loss control departments. The right individual will be able to or possess the following skills/abilities:
- Strong analytical skills and problem-solving abilities.
- Strong written and verbal communication skills.
- Ability to operate within guidelines and not “hard and fast” defined rules.
- Ability to say no and hold your ground while being able to articulate your reasons why.
- Ability to find compromise when different alternatives exist.
- Strong attention to detail.
- Possess common sense.
- Ability to manage, coach, and mentor young direct reports.
- Identify changes in the marketplace and analyze and communicate changes needed within product offerings.
- Develop written operating procedures where little exists today.
- Ability to sell us – act as an extension of our marketing department.
- Work closely with other departments to identify emerging issues and analyze their impact to business operations, including changes needed.
- Willingness to meet policyholders and agency partners.
- A focus on service and communication.
- Some travel will be required.
- Will manage a small book of business through assigned agency partners.
- Manage and oversee the workloads of direct reports.
- Help develop the knowledge, skills, and industry expertise of direct reports through creation of educational programs.
- Work with marketing to assist in creating agency educational curriculum.
- Use of common sense in problem solving and decision making.
- Strong attention to detail but with the ability to discern between what’s important and what is less important.
- Ability to read situations and pick up on non-verbal ques.
This position would maintain normal work hours, overtime would not be anticipated or required but may occur in limited quantities during peak periods, such as November and December. Additionally, this position would ideally work in the office but have the flexibility to WFH when needed for appointments, etc.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 130000 ) [ContactName] => Mia Fredenburg [ContactPhone] => (816) 474-7799 [ContactEmail] => mfredenburg@waypointmutual.com [DatePosted] => 2024-07-29T16:03:06 [City] => Kansas City [State] => MO [PostalCode] => 64106 [Country] => [Status] => Available [ContactId] => 979654468138687 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 100000 ) [ShowOnWeb] => 1 [PositionId] => EB-4999170693 [LastModified] => 2024-08-02T10:08:35 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Management ) ) ) ) [166] => stdClass Object ( [JobId] => 979693705218253 [CompanyId] => 211777107945441 [CompanyName] => Abacus Life [Industry] => [JobType] => FullTimeRegular [JobTitle] => Account Executive [DegreeRequired] => [JobDescription] =>Full job description
Job Description:
Our client is seeking a professional and motivated Account Executive to manage and help grow relationships within our existing national accounts. Our client purchases distinct life insurance assets through a variety of sources including consumers, financial advisors, and insurance agents through B2B education. Our capital partners for these investments include institutional investors, hedge funds and pension funds. The ideal candidate should possess strong sales, interpersonal, and organizational skills. The ideal candidate should have life insurance industry contacts. They should be comfortable with multitasking and be able to budget their resources to meet the assigned quotas for this role.
Responsibilities:
- Consistently contact, build, and maintain Financial Advisor relationships
- Track and record metrics throughout sales process
- Meet and exceed financial goals
- Understand and keep up to date with industry and competitive landscape knowledge
- Some light travel for industry conferences and meetings
Qualifications:
- Bachelor's degree preferred but not required
- Strong written and verbal communication skills
- Strong organizational skills
- Proficiency in Microsoft Office
- Ability to harness financial data to make and communicate sales decisions
- 2-14, 2-15 Life Insurance experience and license preferred, but not required
Overview: Join a dynamic start-up insurance company specializing in innovative parametric insurance products. The company is setting up a US MGA with a focus on Property including surplus lines. The successful candidate will be part of the Sales and Business Development Team, which provides risk management solutions and web-based platforms for various clients, including corporations, insurers, brokers, governmental agencies, industry bodies, cooperatives, and agribusiness companies.
Responsibilities:
- Develop and manage a portfolio of parametric insurance products, with an initial focus on automatic payouts based on predefined wind speed thresholds.
- Identify and target markets, leveraging company insights to create strategic portfolios.
- Engage with end-users and business clients, educating them on innovative insurance solutions.
- Develop and manage partnerships with third parties to drive sales engagements and product origination.
- Prepare parametric submission packages for the Underwriting Team.
- Cultivate strong relationships with assigned accounts, understanding their needs, challenges, and goals.
- Assist in contract negotiations, platform setup, training, and onboarding for new clients.
- Provide risk analysis and structuring services to clients, mainly insurance companies and brokers.
- Help to understand and structure new parametric weather/climate insurance solutions to grow the business.
- Analyze client and broker submissions, optimize workflows, and enhance internal processes.
- Finalize agreements and achieve successful outcomes in risk transfer transactions.
- Work remotely with significant travel required.
Qualifications:
- 5-7 years of experience in insurance sales
- Active E&S license required
- Active P&C License required
- Proven track record in developing and managing insurance products.
- Strong understanding of Coastal property insurance products and surplus lines.
- Excellent communication and client relationship skills.
- Passionate and experienced in climate-related risks and the (re)insurance market.
- Strong numeracy, Microsoft Office skills, and ability to understand complex technical requirements.
- Proven presentation skills for in-person or virtual meetings with multiple stakeholders.
- Strong cross-functional collaboration and communication abilities.
- Analytical, interpersonal skills, solution-oriented, and able to manage multiple priorities.
Benefits:
- Comprehensive benefits package including healthcare, dental, and vision coverage and 401K with matching to a level
- Potential incentives based on performance.
- Opportunity to work with cutting-edge, technology-focused insurance solutions.
- Potential for career growth and development within a new and dynamic company.
General Summary: This role entails developing and maintaining a robust patient safety education program, as well as managing CME Accreditation and other related responsibilities.
Essential Duties & Responsibilities:
- Develop, carry out and maintain a strong patient safety education program in order to reduce patient harm, improve quality of care, and protect insureds from liability exposure.
- Demonstrated and recognized expert in patient safety.
- Demonstrated strength in public speaking, with senior level knowledge and confidence when educating a physician audience.
- Proven curriculum development experience for OLT/ILT learning
- Direct initiatives that impact morale and retain top tier talent.
- Head the development, creation, and launch of the mandated, NYS-regulated patient safety program.
- Build education programs that meet the NY State certification.
- Develop strong relationships with physician experts.
- Fulfill twice/monthly Podcasts with Guest Host. Attend all recordings. Approve all final podcasts before going live. Promote and grow Podcast series.
- Head the Physician Peer Support Program – lead/clinically supervise the physician peer supporters.
- Build and maintain relationships within external medical community such as Zucker Medical School.
- Negotiate agreements and contracts with outside vendors for the organization’s NY state regulated online patient safety program.
- Ability to create new initiatives, distinguish the organization as a leader in the industry.
Education & Qualifications:
- Master of Science in Nursing or NP/PA required; MD/DO preferred
- 10+ years of leadership and patient safety experience
- Recognitions preferred: CPHRM, ARM, FASHRM, DFASHRM, CPPS
- Demonstrated adaptability and willingness to receive training in Physician Litigation Stress and Physician Peer Support
- Experience in maintaining a CME Provider Accreditation preferred
- Claims experience a plus
- Member of ASHRM desired, not mandatory
- Proficient in administering live, virtual and hybrid programs
- Strong interpersonal skills and a great deal of discretion needed
- Experience as a faculty member a plus
- Must be creative, curious, inspirational, and a role model to team
- Must be driven and dynamic
- Must be detail-oriented and have excellent organizational skills
- Ability to effectively communicate with others in a professional manner
- Ability to function in a professional office environment and utilize standard office equipment
Description
Our client is seeking an Experienced Commercial Lines Professional to support and assist in the planning, design, maintenance and implementation of our Commercial Property product lines. If you are looking for a different way to apply your commercial expertise – this could be the opportunity for you! In this role, you will support the CL Property Product Line Leads and collaborate with other Product team members and internal business partners to deliver product enhancements, and implement regulatory changes, as well as updates to rates, rules, and forms. You will review communications from insurance bureaus, as well as research market and competitor information, to inform and support product changes. You will work closely with IT partners to develop and test business requirements for product changes and be responsible for developing communications and training regarding product updates. In addition, you will assist with product filings and maintain company reference materials. This position can be located in their Sarasota, FL or Carmel, IN office. They offer a hybrid work schedule as well!
Qualifications
Experience
Required
* Bachelor’s Degree, (NOTE: equivalent experience may be substituted for required education)
* Minimum two years of recent Commercial Property experience which can consist of product development/product management, underwriting, rating, IT business analysis, and/or insurance processing
* Knowledge of commercial rating and forms
* Experience with issuance systems
* Solid time management skills, ability to multi-task
* Attention to detail and solid mathematical skills
* Ability to analyze, define and solve problems
* Good judgment and decision-making skills
* Understanding of state filing procedures and practices as well as regulatory environments and protocols
Preferred
* Experience reviewing and interpreting bureau circulars
* Experience with user testing of policy issuance systems
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Job Title: Closing Desk Coordinator
Job Type: Full Time
Department: Closing Department
Job Summary:
As a Closing Desk Coordinator, you will play a crucial role in our title closing process, ensuring that all aspects of real estate transactions are coordinated efficiently. You will liaise between all parties involved, including real estate agents, lenders, and clients to facilitate a smooth closing process. The ideal candidate will have a keen eye for detail, excellent organizational skills, and a strong understanding of the title industry.
Key Responsibilities:
- Coordinate and schedule closings, ensuring all parties are informed of necessary details.
- Prepare and review closing documents to ensure accuracy and completeness.
- Communicate effectively with escrow officers, real estate agents, lenders, and clients to gather and disseminate necessary information.
- Manage the distribution of closing documentation to all relevant parties.
- Maintain and update closing files and transaction records in compliance with company policies and legal requirements.
- Handle post-closing activities including the disbursement of funds, recording of documents, and finalizing any outstanding matters.
- Provide administrative support to the closing team, assisting with file setup, documentation, and compliance checks.
- Troubleshoot and resolve issues that arise during the closing process to prevent delays.
Requirements:
- Proven experience in the title industry or a similar role in real estate or legal services.
- Strong understanding of real estate transactions, title insurance, and closing processes.
- Excellent organizational skills and attention to detail.
- Strong communication and interpersonal skills, capable of working effectively with various stakeholders.
- Proficiency in title software and Microsoft Office Suite.
- Ability to handle multiple tasks simultaneously in a fast-paced environment.
Education:
- High school diploma required; further education or certification in real estate, legal assistance, or related field preferred.
Our Team Members main job is to take care of the person they are talking to whether that is a client, prospect, vendor, wrong number, whatever. We take care of people all day long. Period.
CSR Job Duties/Responsibilities (what you will be doing day in and day out):
-
Basic customer servicing of existing clients by phone, email, or in office appointments
-
Answer high level, difficult, policy and coverage questions including interpretation of policy wording (often with documentation required) for home, auto, boat, and other personal lines policies
-
Process coverage change requests and offer coverage guidance to clients
-
Process claims (FNOL & give guidance) as needed
-
Answer basic coverage & billing questions, process payments, provide proof of insurance, etc
-
Answer inbound phone calls (lots of them) & take messages as needed
-
Gather information from new and existing clients and complete ACCURATE quotes, applications, quote sheets, etc. and document files with all required information & documentation in a timely manner (signed apps, supporting docs, quote sheets, etc completed in time with agency guidelines)
-
Complete projects, from clients or those assigned by Agents within the time allotted
Qualifications:
-
Experience: REQUIRED 1+ years in insurance agency or insurance company customer service/sales with heavy client interaction. (we're not a huge shop, so we're not yet able to train from the ground up - please do not apply without 1 year experience)
-
Licensing: REQUIRED minimum of 4-40 P&C license & ability to pass the 20-44 or 2-20 General Lines test within 6 months of hire (again, not a huge shop so you need to have a 4-40 at a minimum)
-
Technology: Proficiency with ALL the following: Personal Computer, Windows OS, Outlook, Word, Adobe, Internet Explorer/Google Chrome (YES, there will be a test)
-
Education: High School Diploma or Equivalent
-
Must be willing to submit to an extensive, in-depth background check as a part of the application process
Seeking a skilled and meticulous Large Loss Property Claims Adjuster to join our team in Madison, WI.
Responsibilities include investigating and assessing large or intricate property damage claims from policyholders. Focus areas are residential, commercial, and farm properties, involving damage evaluation, coverage determination, and settlement negotiations with insured parties or third-party claimants. This role includes company-provided resources like a vehicle, computer, and cell phone.
- Visit claim sites to carefully assess property damage resulting from events like fires, floods, storms, or accidents. Collect all necessary information and accurately document the damage extent while also securing relevant evidence
- Analyze insurance policies, review claim forms, and investigate the circumstances surrounding the loss to determine the coverage and liability. Assess the extent of property damage and calculate the appropriate settlement amount
- Prepare detailed reports documenting findings, including photographs, measurements, and estimated repair costs. Maintain accurate records of all communication, transactions, and relevant documentation throughout the claims process
- Interact with policyholders, claimants, and other stakeholders in a professional and empathetic manner. Address questions and concerns, and provide guidance on the claims process, coverage, and settlement procedures
- Engage in negotiations with policyholders, contractors, attorneys, public adjusters, and third-party claimants to reach a fair settlement agreement. Clearly explain the settlement offer, including the coverage limitations and applicable deductibles
- Provide support during catastrophic events
- Collaborate with other departments, such as underwriters, legal, and agents, to ensure accurate assessment of claims and compliance with company policies and procedures
- Stay updated on relevant laws, regulations, and industry standards related to property insurance claims. Ensure compliance with all applicable guidelines and procedures
- Perform other duties as assigned
- Bachelor's degree in a relevant field, such as insurance, risk management, or construction or equivalent work experience may be considered
- Minimum of five to eight years of experience as a Property Adjuster in a field-based role. Familiarity with property insurance policies, claim investigation techniques, and industry-standard software for documenting and estimating
- Solid understanding of construction principles and building materials
- Strong analytical and problem-solving abilities to assess property damage accurately, evaluate coverage, and negotiate settlements effectively
- Excellent verbal and written communication skills to interact with policyholders, claimants, and internal stakeholders. Ability to explain complex concepts in a clear and concise manner
- Strong customer service skills with a focus on providing a positive experience to policyholders throughout the claims process. Ability to handle challenging conversations and demonstrate empathy when dealing with individuals who have experienced property damage
- Exceptional organizational and time management skills to handle multiple claims simultaneously, meet deadlines, and maintain accurate documentation
- Valid driver’s license
- Ability to perform the physical requirements of the job such as climbing ladders, walking roofs, working inside collapsed/burnt structures, walking uneven terrain, etc.
- Bilingual abilities (Spanish, Hmong, etc.) are a plus
Preferred Qualifications:
- History working with cause and origin experts
- ·Prior involvement with attorneys, public adjusters, and contractors
- ·Experience in handling recovery processes, including subrogation, contribution, and salvage
The Commercial Lines Account Manager performs the essential functions of the position, which include aiding Sales Executives and Account Executives and clients with service needs and making changes to existing accounts. Specific service responsibilities are required in this position. Meets service delivery standards and performs essential functions to the quality and service standards developed by the agency.
Primary Responsibilities:
- Provides technical support to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage forms and quotations.
- Occasionally joins Sales Executive/Account Executive on prospect and client Zoom meetings as requested by Sales Executive.
- Completes applications in coordination with Sales Executive/Account Executive(s); submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
- Orders and issues binders, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
- Determines if direct or agency billing is appropriate and invoices accordingly.
- Prepares summaries of insurance, schedules and proposals for word processing as needed.
- Processes renewals in coordination with Sales Executives/Account Executive(s) according to agency procedures.
- Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
- Verifies policy and policy change information, facilitating corrections when necessary.
- Processes incoming mail and phone requests, responding promptly and appropriately.
- Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards.
- Determines reasons for requests for cancellations; acts to save accounts; notifies Sales Executive/Account Executive(s).
- Identifies exposure to loss and recommends appropriate coverages in coordination with Sales Executive/Account Executive(s).
Personal and Organizational Development
- Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
- Maintains a cordial and effective relationship with clients, coworkers, carriers, vendors and other business contacts.
- Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
- Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
Knowledge, Skills and Abilities
- Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
- Ability to understand written and oral communication and interpret abstract information.
- Property, Casualty Agents License.
- Knowledge of insurance products.
- Knowledge of insurance markets and reference to markets.
- Knowledge of insurance rating and underwriting procedures.
- Ability to carry out complex tasks with many concrete and abstract variables.
- Familiarity with computer and word processing programs.
Working Conditions
- Great corporate culture and team
- This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties.
These duties will evolve over time.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 80000 ) [ContactName] => Curt Henderson [ContactPhone] => [ContactEmail] => ch@thinknis.com [DatePosted] => 2024-05-14T00:00:00 [City] => [State] => [PostalCode] => [Country] => [Status] => Filled [ContactId] => 155904048524082 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 60000 ) [ShowOnWeb] => 1 [PositionId] => EB-1142748016 [LastModified] => 2024-06-24T09:19:22 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Customer Service ) ) ) ) [174] => stdClass Object ( [JobId] => 748317556034418 [CompanyId] => 174231800937055 [CompanyName] => FCCI [Industry] => [JobType] => FullTimeRegular [JobTitle] => Sr Commercial Underwriter [DegreeRequired] => [JobDescription] =>Sr Underwriter
Description
Our dynamic team is looking for a Senior Commercial Lines Underwriter to assist in the acquisition and retention of profitable commercial lines customers, through sound underwriting principles reflective of company policy. The Underwriter will work with assigned agents in meeting profitability and production goals, by following guidelines and establishing business relationships, along with managing the pricing and underwriting of an assigned territory of business. The ideal candidate will have commercial lines underwriting experience and strong agency relationships in Georgia. This position is hybrid and located in our Lawrenceville, GA office with the option of up to two days per week remote.
Qualifications
Experience
Required
* Bachelor's or equivalent; NOTE - Relevant, progressively responsible work experience may be substituted on a year for year basis for the required education
* Four or more years of commercial property and casualty underwriting experience
* Advanced knowledge of P&C insurance forms and rating rules
* Advanced working knowledge of underwriting and loss control principles
* Excellent communication, interpersonal and organizational skills
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 110000 ) [ContactName] => Chitarra Spannaus [ContactPhone] => [ContactEmail] => cspannaus@fcci-group.com [DatePosted] => 2024-03-26T10:52:24 [City] => Lawrenceville [State] => GA [PostalCode] => 30043 [Country] => [Status] => Filled [ContactId] => 165954180929998 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 90000 ) [ShowOnWeb] => 1 [PositionId] => EB-5393672349 [LastModified] => 2024-06-17T09:03:03 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Underwriting ) ) ) ) [175] => stdClass Object ( [JobId] => 864134866289208 [CompanyId] => 928124128103527 [CompanyName] => NuLife Med [Industry] => [JobType] => FullTimeRegular [JobTitle] => Workers Comp & DME Claims Specialist [DegreeRequired] => [JobDescription] =>Workers Compensation and Durable Medical Equipment Claims Specialist
Overview:
The workers compensation and DME claims specialist is a multi-function role. In this role you will be expected to submit requests for workers compensation authorizations and to work collaboratively with adjusters to ensure timely and accurate processing of claims. You will also submit DME claims for other lines of business within the organization.
Workers Compensation Responsibilities:
- Prepare and submit requests for authorization to workers compensation adjusters or third party administrators (TPA’s).
- Ensure all necessary documentation is included in authorization requests.
- Follow up with adjusters/TPA’s to expedite the authorization process.
- Collaborate closely with workers comp adjusters/TPA’s to facilitate the efficient handling of claims.
- Communicate effectively with adjusters/TPA’s to provide additional information or clarification on claims.
- Build and maintain positive relationships with workers comp adjusters/TPA’s.
- Maintain accurate records of all authorization and claim related communications.
- Generate reports on the status, progress, and final payment of claims for internal and external stakeholders.
- Stay informed about workers compensation laws and regulations.
- Ensure compliance with all relevant legal and industry standards in collaboration with adjusters/TPA’s.
- Other duties as required.
DME Claims Specialist Responsibilities:
- Prepare and submit claims for DME services to insurance providers.
- Verify and validate patient information, medical codes, and billing details.
- Review and reconcile billing documentation to ensure accuracy.
- Address discrepancies and missing information in collaboration with internal departments.
- Ensure compliance with billing regulations, coding guidelines and industry standards.
- Other duties as required.
Qualifications:
- Proven experience in workers compensation with a focus on submitting requests for authorization.
- Strong knowledge of workers compensation laws and regulations
- Established relationships with workers compensation adjusters/TPA’s.
- Familiarity with Medicare, Tricare, Veteran Administration, and insurance billing requirements.
- Strong attention to detail.
- Must possess demonstrated skills in problem analysis, project management, negotiation, conflict resolution and oral/written presentation.
- Proficient use of office desktop software programs.
Are you interested in growing your insurance career? Do you have a strong desire to help others protect their future? Do you possess an entrepreneurial spirit and are challenged by the opportunity to grow the business and your earning potential?
Our client is a well-respected and long-established independent insurance agency located in Sarasota, Florida. We are looking for highly motivated insurance professionals with Construction experience to join our Commercial Lines team as an Account Manager / Account Executive. The successful candidates will join an experienced team of professionals committed to providing world-class service to our clients every day.
PRIMARY FUNCTIONS:
Help guide and support our customer’s needs and provide them with innovative solutions while servicing accounts and developing efficient, profitable Commercial Lines Construction Division.
MAJOR RESPONSIBILITIES:
- Manage and service an assigned book of varied commercial businesses.
- Account servicing includes but is not limited to preparing applications for new and renewal business, marketing renewals and new business, claims assistance, requesting and reviewing company-produced endorsements for accuracy, invoicing, preparing proposals, and following up on open items/diaries.
- Review all applications, renewal requests, and endorsements for compliance with underwriting authority and guidelines.
- Handle service items, including policy changes, certificates of insurance, billing, etc.
- Builds and maintains the highest degree of relationships between customer, producer, agency, and company personnel
- Communicates and delivers the best customer service even to the most challenging client
- Perform data entry functions in the agency management system and/or specific rating and underwriting system.
- Participate in seminars and classes for skill and knowledge development.
- Performs all other related duties as assigned by the Division Manager.
QUALIFICATIONS:
- 2-20 license Required
- 3+ years experience with an agency or industry
- Office experience, including MS Office
- Industry Designation and ongoing education are a plus.
OTHER QUALIFICATIONS:
- Able to work independently and enjoy a high degree of interaction with team members
- Self-motivated and driven
- Demonstrate effective written and verbal communication, including the ability to actively listen and problem-solve with minimal assistance.
- Demonstrate excellent time management and prioritization skills
- Attention to detail and commitment to a high level of accuracy
- The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information
- Ability to maintain a professional demeanor and positive attitude
POSITION SUMMARY
The Accountant/Cash Coordinator will have responsibility for handling fiduciary cash transactions for both company and clients and reinsurers. This will include both cash receipt processing and allocation and the preparation of remittance statements and wiring of cash due to both reinsurers and cedants. In addition, this position will have responsibility for the paying of corporate accounts payable and handling bank reconciliations.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
- Record and apply incoming receipts from both ceding companies and reinsurers.
- Work with analysts on complex cash transactions.
- Review disbursable report daily and prepare remittance statements. Wire cash to the appropriate ceding companies and reinsurers.
- Manage and maintain individual companies’ banking information.
- Work with company clients and analysts to coordinate letter of credit drawdowns.
- Process weekly accounts payable.
- Prepare bank reconciliations, daily and monthly.
- Special projects as required.
- Periodic deposits / transactions on site of bank.
EDUCATION AND EXPERIENCE
- 4 to 5 years of relevant
- Bachelor’s degree in business or accounting preferred.
- Proficient in PC applications including Outlook, Excel, Word, and PowerPoint.
- Experience with an on-line broker or reinsurance accounting system a plus.
KNOWLEDGE, SKILLS, AND ABILITIES
- Demonstrates initiative, a strong work ethic, and sense of urgency.
- Exceptional interpersonal, teamwork skills and the ability to interact effectively with all levels of the organization.
- Projects a strong value system (e.g. integrity, trustworthiness, and respect).
- Ability to establish and maintain enduring professional relationships with colleagues, clients, and reinsurers.
- Demonstrates effective verbal and written communication, presentation, and listening skills.
- Must be very detail-oriented and possess excellent organizational skills. Attention to detail is a must!
- Ability to maintain confidentiality with client data.
- Ability to multi-task and manage various projects simultaneously.
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Loss Control Representative
Our client is a Multi-line carrier and they are seeking a self-motivated safety professional.
This individual will be responsible for providing accident prevention service to clients. Overnight travel required. Experience should include the following: 5 years or more Insurance Company Loss Control experience, Safety degree and/or CSP, ARM or CRM, excellent written and oral communication skills, and knowledge of DOT, oil & gas, construction and OSHA. Excellent benefits available including paid leave, 401(k), profit sharing, group medical and life, section 125 and company car.
Daily duties:
• Provide highly sophisticated Loss Control and Risk Management consulting services to companies insureds.
• Conduct on-site review of insured Safety Operations including but not limited to: Safety Policies and Procedures, Driver Hiring Criteria, Driver Orientation, Driver Training, Maintenance of Equipment, and Record Keeping.
• Evaluate data gathered at on-site review and create Loss Control and Risk Management recommendations to assist the insured in controlling risks, losses, and costs.
• Develop metrics to document and track progress of improvement in the insured’s Safety Operations.
• Serve as a trainer/mentor to less experienced members of the department.
• Enhance Insurance Company’s leadership position in providing value added Risk Management services and resources to the insured.
Licensing/ Certification/ Education/ Degree Level:
• Four year college degree.
• Strong written and communication skills.
• Minimum of 5 years’ experience in Safety and Risk Management
General Summary:
As a member of the IT development team, the Senior Business Systems Analyst is responsible for delivering technical implementation tasks for business operation, configures the software, builds, and tests the application(s). The Senior Business Systems Analyst is expected to document and to explain the implementation concepts to the technical and business teams.
Essential Duties & Responsibilities:
- Designs the software configuration to meet the business process design and application requirements.
- Responsible for eliciting, analyzing, and documenting requirements and/or functional specifications as needed, including determination of system impact and software configuration.
- Participate with business units and internal functions as appropriate throughout the development, testing, and implementation processes.
- Hands on implementation on system configuration, workflow and setup.
- Research and evaluate alternative approaches and recommend efficient and cost-effective solutions.
- Define business needs and elicit business requirements. Produce artifacts that accurately depict business needs for product implementation such as business requirements and process flow diagrams.
- Prepare Test strategy/Test Plan and execute accordingly. Perform QA testing in configuration, software modifications, reports/dashboard and any 3rd party integration.
- Works with other developers, designers, and architects to ensure the configuration and custom components meet application requirements and performance goals.
- Understands the functional impact of various configuration options.
- Performs other related duties and activities as required.
Education & Qualifications:
- Bachelor’s degree.
- Minimum 5-10 years’ experience with Malpractice insurance or Property/Casualty Insurance.
- Minimum of 3-5 years' experience as a Business Analyst Experience with SQL and other report writing tools.
- Extensive experience with software applications, including Microsoft Office - Word, PowerPoint, Excel and Visio.
- Experience with Origami Risk products/software a plus.
- Experience with implementation of Insurance software Platform a plus.
- Strong oral and written communication skills; ability to clearly interpret and relay information in a professional manner.
- Strong ability to gather, organize, analyze and present data.
- Strong organizational skills and ability to handle multiple tasks while meeting deadlines.
- Proven record of complex problem solving and decision making.
Insurance Agency Job Description
Job Title: President of Insurance Agency Reports to: President / CEO / Chairman of the Board
SUMMARY: Responsible for overseeing budgets, staff, and producers, and evaluating the success of the agency.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Meet with the President / CEO / Chairman of the Board to assess the direction of the agency and ensure compliance with its mission.
- Oversee the operation of the agency, ensuring all goals are met based on the budget plan.
- Manage all business development, sales, marketing, and customer service efforts.
- Maintain awareness and knowledge of the agency’s daily finances.
- Analyze budget and financial reports.
- Ensure consistent and accurate communication with carriers, underwriting, and agents, both verbally and in writing.
- Understand the submission procedure for all types of commercial and personal lines policies.
- Ensure timely execution of quoting new business and processing renewal policies for commercial lines.
- Accurately maintain the client database and document all communications with clients.
- Foster positive and collaborative relationships with all insurance carriers and brokers.
- Develop and educate on marketing strategies, including digital channels, social media platforms, and community outreach to promote the agency, enhance brand visibility, attract new clients, and establish partnerships with local businesses and organizations as referral sources to expand market presence and generate leads.
QUALIFICATIONS: Education and Experience
- A bachelor’s degree in business administration or a related field.
- 8-10 years’ experience in a President or similar role.
- Holds a P&C license and Life and Health license in Texas.
- Financial and operational knowledge of various industries.
- Excellent leadership, interpersonal, and communication skills.
- Strong written, verbal communication, and multitasking skills.
- Innovative and entrepreneurial mindset, with motivational abilities and the capacity to find and retain talented employees.
- Ability to organize, prioritize, and self-manage workload.
- Team player with a positive attitude and willingness to help others.
- Strong analytical, decision-making, and problem-solving skills.
Work Environment: Must be able to work under pressure and exhibit good judgment in decisions pertaining to the agency's overall health. The position requires extended periods of standing, sitting, and computer use.
The duties listed in this description are not all-inclusive. The employer reserves the right to add, alter, or delete duties as seen fit, with or without notice.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 120000 ) [ContactName] => Natalie Bachura [ContactPhone] => [ContactEmail] => natalie.bachura@sonorabank.com [DatePosted] => 2024-04-10T16:29:46 [City] => San Antonio [State] => TX [PostalCode] => 78006 [Country] => [Status] => Closed [ContactId] => 167913684946154 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 100000 ) [ShowOnWeb] => [PositionId] => EB-1095769035 [LastModified] => 2024-05-02T16:44:26 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Insurance Agency ) ) ) ) [181] => stdClass Object ( [JobId] => 174857685406464 [CompanyId] => 439931949496575 [CompanyName] => Sunbelt Rentals Inc [Industry] => [JobType] => FullTimeRegular [JobTitle] => Auto Liability Claims Manager [DegreeRequired] => [JobDescription] =>Position Objective:
To reduce the organization's auto liability risks by effectively managing and guiding all claim-related activities with a focus on cost-efficiency, leveraging strong technical expertise and claims management capabilities.
Position Responsibilities:
- Manage the organization's nationwide auto liability claim exposures, which amount to approximately $20,000,000 in losses annually.
- Continually review and assess the performance of external insurance adjusters and defense counsel, recommending improvements as needed.
- Apply technical proficiency and attention to detail to mitigate high-exposure auto liability claims, including those with catastrophic potential.
- Oversee litigation processes, including discovery, settlement evaluations, and trial supervision.
- Participate in Mediations and contribute to case management and negotiation strategies.
- Act as the Corporate Representative in trial proceedings.
- Source and utilize proficient litigation defense resources, such as attorneys and experts (engineers, physicians, etc.).
- Collaborate closely with claim adjusters, defense counsel, and operational personnel.
- Manage all excess auto liability claims and reporting, serving as the liaison between the organization and excess insurance carriers.
- Ensure insurance carrier compliance with special handling instructions for claims.
- Organize and conduct quarterly claim reviews with the insurance carrier.
- Strategically manage auto claims to achieve expedient and favorable outcomes.
- Analyze trends in auto claims and report findings to the Insurance and Claim Manager and the Vice President of Risk Management, highlighting opportunities for risk reduction and cost containment.
- Provide support in managing other types of claims, such as Workers Compensation and General Liability, as required.
- Offer technical and process support to the Risk Management Department.
Requirements: Education & Experience:
- Bachelor's Degree preferred, but not required.
- 5 years of claims experience with a TPA, insurance carrier, or corporate risk management department.
- Willingness to travel approximately 20% for Mediation and Trial attendance.
- Knowledge of claim/risk management information systems such as eCarma, Starz, Risctrac.
- Strong communication, interpersonal, and presentation skills.
- Responsive and attentive to internal/external customer needs.
- Equal Opportunity Employer
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Overview
Our client is seeking a detail-oriented, productivity driven professional to add to our Wisconsin based Workers Compensation Claims Team. In this position, you will conduct on-site and in-person investigations, determine compensability, establish reserves, document decision making, issue benefit payments, and make notifications to the State administrative authority. You will work with injured workers, employers, medical and legal professionals to ensure the appropriate benefits are provided to injured workers under the appropriate Workers’ Compensation Laws. In addition to the benefits listed on our careers page, other benefits of this position include:
- Salaried position based on location and experience
- Auto reimbursement program
- Reimbursement for cell phone and internet
- Target Case Load of 60 claims
Qualifications
- Claims experience highly preferred.
- Bachelor's degree or related professional business experience acceptable.
- State license to handle Workers' Compensation claims if required.
- Professional written and verbal communication skills required.
- World class customer service attitude required.
- Ability to learn and use proprietary software and Microsoft Office products is necessary.
- The ability to be self-directed. This is a remote position.
- Valid driver's license, acceptable driving record and acceptable vehicle required.
- Frequent travel within a designated territory required, but rarely is overnight travel required.
Position Title: Reinsurance Accountant/Claims analyst
FLSA Status: Exempt
Department: Account Services
Location New York, NY or Minneapolis, MN
Reports to: Vice President & Director of Account Services
POSITION SUMMARY
The Reinsurance Accountant/Claims analyst will have responsibility for all aspects of reinsurance accounting and claims processing for assigned clients. They will be responsible for contract set up in the Pivot Point System and processing all reinsurance accounting and claims transactions including both excess of loss and pro rata business. The position will also be responsible for statistical and claims support for the broking team and the technical Claims Department.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
- Day to day point of contact with the client on operational – accounting and claims matters
- Contract Set Up in the Pivot Point Reinsurance System including contract interpretation for claims and premium accounting
- Process bill and collect Deposit Premiums
- Prepare Adjustments according to Contract Terms – including any Profit Commission calculations.
- Monitor and Process periodic Pro Rata Treaty Accounts
- Work with the cash team on coordinating cash collections and tracking for multi underwriting year pro rata accounts
- Preparation of adjustments according to contract terms- including sliding scale calculations and profit commission calculations
- Reviewing and processing all claims notifications, including updates and billings within company established time- lines. This includes working with our Claims Technical Manager of specific client claims issues
- Collections on all outstanding balances, premiums and claims
- Working with Clients on Year End Letter of Credit Requirements
- Preparation of Experience Reports and other statistical reports as requested
- Special Projects as requested, including working with various internal department committees
EDUCATION AND EXPERIENCE
- 5 to 10 years of relevant experience
- Bachelor’s degree in Business or Accounting Preferred but not necessary
- Proficient in PC applications including Outlook, Excel, Word, PowerPoint, and Microsoft Office
- Use of an on-line broker or reinsurance accounting system a plus
KNOWLEDGE, SKILLS, AND ABILITIES
- Demonstrates initiative, a strong work ethic, and sense of urgency.
- Exceptional interpersonal, teamwork skills and the ability to interact effectively with all levels of the organization.
- Projects a strong value system (e.g. integrity, trustworthiness, respect)
- Ability to establish and maintain enduring professional relationships with colleagues, clients and reinsurers
- Demonstrates effective verbal and written communication, presentation, and listening skills.
- Must be very detail-oriented and possess excellent organizational skills. Attention to detail is a must!
- Ability to maintain confidentiality with client data.
- Ability to multi-task and manage various projects simultaneously.
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Mission Statement for everyone in the office: Provide an experience for our clients that will reflect a caring nature and hard work on their behalf.
Goal of the agency personnel: for the benefit of all we adopted the plan set forth
- Review applications, renewal requests, and endorsements for accuracy.
- Initiate and follow-up on endorsements and cancellations.
- Rate and compute endorsements and new business.
- Handle telephone requests, correspondence, and face to face situations effectively.
- Maintain all client activity in the agency automation system documenting any and all correspondence.
- Keep current on rates, forms and coverage changes within insurance carriers
- Promptly assist owner requests as priority to your other work
- Follow the guidelines outlined in the Employee Handbook.
- Maintain required insurance license.
- Immediately report anything that should be a concern of the owners.
- Work along side others and utilize this means of teamwork to attain greater success than you can by yourself. We work as a team.
EXPECTED BEHAVIOR:
All Employees are expected to act in the following manner:
With INTEGRITY – honest and trustworthy, keeping to your word and honoring your commitments.
With RESPECT – consistently treating employees, customers, carriers and vendors with an understanding that they too have strengths that benefit the insurance industry.
Show EXCELLENCE – We cannot achieve its goals without the best employees. You must be among the best at your job.
Be RESPONSIBLE – step it up when the office is without an employee or a fellow employee needs assistance. Be a employee that will go the extra mile so that clients do not experience a drop in service.
Be PROFESSIONAL – treat our customers, employees and company’s information in a confidential manner. We must all maintain a professional work environment through a personal appearance, language and behavior.
RELATIONSHIPS – this is a relationship business. You are required to have the skills to be able to build a relationship with those people you come in contact with in and out of the office. Your image is our image.
CUSTOMER FOCUS – our client’s pay all our salaries. Your actions affect everyone’s income that is working here.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 45000 ) [ContactName] => Paxton Jones [ContactPhone] => [ContactEmail] => paxton@alpineinsurancesteamboat.com [DatePosted] => 2023-10-17T15:25:47 [City] => Steamboat Springs [State] => CO [PostalCode] => 81625 [Country] => [Status] => Closed [ContactId] => 139585398075154 [MinSalary] => [ShowOnWeb] => [PositionId] => EB-1564085205 [LastModified] => 2024-04-15T13:47:52 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Insurance Agency ) ) ) ) [185] => stdClass Object ( [JobId] => 922112765767531 [CompanyId] => 4220255751427 [CompanyName] => MAG Mutual Insurance Company [Industry] => [JobType] => FullTimeRegular [JobTitle] => Business Development Officer [DegreeRequired] => [JobDescription] =>- Business Development Officer Medical Malpractice
Our client is looking for a results-driven insurance sales professional who’s looking for the perfect opportunity to advance their career with a thriving organization. As one of the largest medical professional liability insurance carriers in the country our client continues to experience significant nationwide growth, and they are looking for dedicated individuals to grow with them.
Overall responsibilities:
- Select and manage agency partnerships that lead to achievement of annual sales goals
- Assist regional executive officer (REO) in attainment of DWP goals while maintaining established efficiency and conversion targets
- Effectively communicate underwriting appetite to external agents and manage submission flow internally and externally
- Work side-by-side with agency partners to bring the full scope of our PolicyOwner products and experience to all assigned accounts
- Collaborate with the National BD Independent Agent Executive to accomplish all agent stewardship and premium goals both nationally and regionally
- Work with REO to maintain the rate adequacy required to meet underwriting profitability goals while simultaneously achieving premium persistency targets
- Assist in the planning and delivery of new products and services to the marketplace
- Achieve all objectives while working within matrix and direct reporting structures
Required qualifications and experience:
- College/graduate degree with professional designations such as CIC, CPCU or RPLU
- 5 or more years of sales management experience with an individual proven track record
- Active P&C license including non-resident agent in assigned states
- Willingness to travel regularly
- Superior negotiation skills and persuasive public speaking ability
- Demonstrated ability to build rapport and effectively communicate with Board members, senior management and staff
Location: Remote (Colorado, Nevada, California, Utah, WA, OR (US West Region)
Title: Workers Compensation Lost Time Adjuster
FLSA Status: Exempt
BRIEF DESCRIPTION:
The purpose of this position is to manage complex workers’ compensation claims where lost wages may be due and determine compensability. This is accomplished investigating files through a recorded statement, performing interviews, reviewing medical notes, accepting or denying claims, calculating and paying compensation, assigning outside vendors when needed, attending mediations and hearings, monitoring and adjusting reserves on claims, handling and reviewing incoming mail, filing appropriate forms, and acquiring and maintaining adjuster licenses. Other duties include responding to inquiries, visiting members when requested, and coordinating and scheduling department continuing education courses.
Essential Functions
Manages claims by monitoring and paying medical bills; determining and calculating various types of payment; assigning appropriate vendors; facilitating doctors’ orders; overseeing adequacy of reserves until closure; maintaining computer notes, diary and contact with employer; monitoring incoming correspondence; concluding claims by paying PPD or settling; attending mediations and hearings; reporting per requirements; and requesting settlement authority.
Oversees claims investigation by understanding changing case laws, medical terminology, and reports; communicating effectively with members, injured employees, attorneys and vendors; contacting involved parties within 24 hours; and determining compensability claim within 14 days.
Performs additional administrative duties by furnishing file material to opposing counsel pursuant to NCIC rules; responding to inquiries; sending medical bills for bill review; requesting bills; and generating correspondence as needed.
Oversees education and training by attending seminars and workshops to enhance workers’ compensation ability; maintain CE hours; providing training to members; preparing presentations; mentoring other adjusters; identifying courses or seminars for training; attending courses as directed; and understating policies and procedures, claim handling guidelines and procedures.
JOB REQUIREMENTS:
Experience
Seven years of Workers Compensation Experience
Certification &
Other Requirements
North Carolina Adjuster's License and a Valid Class C Driver's License
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 80000 ) [ContactName] => Greg Lonnecker [ContactPhone] => [ContactEmail] => glonnecker@nclm.org [DatePosted] => 2024-01-10T11:04:40 [City] => Raleigh [State] => NC [PostalCode] => 27601 [Country] => [Status] => Filled [ContactId] => 143378060477114 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 70000 ) [ShowOnWeb] => 1 [PositionId] => EB-2029013172 [LastModified] => 2024-04-15T10:19:40 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Claims ) ) ) ) [187] => stdClass Object ( [JobId] => 957831685143683 [CompanyId] => 237255626003918 [CompanyName] => Northeast Underwriters Insurance Services [Industry] => [JobType] => FullTimeRegular [JobTitle] => Commercial Lines Account Manager/CSR [DegreeRequired] => [JobDescription] =>We're searching for a passionate, dynamic individual eager to expand their horizons within the commercial insurance industry.
Desirable Qualities:
- 2-5 years as a Commercial Insurance Account Manager.
- Holding a 440 or 220 insurance license.
- Adeptness with Word and Excel.
- In-depth insurance knowledge and an enthusiasm to help clients grasp their insurance programs.
- Compensation will reflect experience.
Key Responsibilities & Criteria:
- Previous experience with an independent brokerage or agency
- Proficient in team collaboration.
- Effective communication skills, both verbal and written.
- Competence with PC applications including Word, Excel, and Outlook.
- Integrity and strong moral character.
- Diligence in consistently servicing the designated client portfolio using managerial processes.
- Collaborate with our client's producers for new business and renewals.
- Manage client inquiries and ensure timely resolutions.
Why Join Our Client's Team?
- Comprehensive benefits: Company-paid Health, Life, Disability, and Long-Term Care Insurance. Optional Dental and Vision coverage.
- Generous paid leaves: holidays, vacations, and sick days.
- 401(K) offering 6% employer match.
- Ample avenues for career advancement and professional growth.
- Emphasis on achieving a balance between work and personal life.
- Collaborate with a team that values excellence.
- Make a difference daily by assisting clients in safeguarding their families and ventures.
We are in search of a seasoned Workers' Compensation Underwriter with New York Workers Compensation Underwriting experience. The successful candidate will play a critical role in underwriting and assessing risks in our Northeast division. With potential for growth, the ideal candidate could eventually lead the region as the Manager, paving the way for a robust team under their leadership.
Key Responsibilities:
- Evaluate and underwrite Workers' Compensation policies with a special focus on nursing homes and assisted living facilities.
- Analyze detailed risk factors, including but not limited to, operational processes, employment practices, safety protocols, and financial health of businesses.
- Develop, maintain, and foster strong relationships with brokers, agents, and clients to understand their needs better and provide tailored solutions.
- Collaborate with other departments, such as Claims and Risk Management, to ensure a holistic approach to client needs.
- Stay updated on state regulations, industry trends, and best practices relevant to Workers' Compensation and the assisted living sector.
- Mentor and train junior underwriters, positioning them for success and growth within the company.
- Provide feedback and insights to leadership on potential areas of growth, process improvements, and market trends.
- Work towards achieving departmental targets and individual KPIs set by the management.
Qualifications:
- Minimum of 5 years of experience as a Workers' Compensation Underwriter with a proven track record of successfully underwriting risks in New York.
- Strong analytical, communication, and negotiation skills.
- Proficiency with underwriting software and tools.
- Ability to work in a fast-paced environment, managing multiple priorities effectively.
- Demonstrated leadership capabilities with the potential to take on higher responsibilities.
Summary / Objective: As an Account Manager II, you will be in charge of retaining an existing Commercial Lines Book of Business. This role requires an ability to multitask, a passion for problem-solving, and a commitment to professional service. You must work effectively both independently and as part of a team.
Essential Operations and Functions:
- Demonstrating core values of confidence, resourcefulness, and impact daily.
- Acting as a Subject Matter Expert in areas including Renewal Management, Retention, Remarketing, Endorsements, Audits, Inspections, and Claims.
- Serving as a key liaison between the Agency, Assigned Producer(s), and Carriers/Underwriters.
- Reviewing and ensuring accuracy in renewal policies and offers.
- Creating remarketing submissions and assisting in identifying new business lines.
- Negotiating renewals with carriers and handling all related documents.
- Assisting Producers in achieving retention goals and preparing proposals.
- Maintaining relationships with carrier representatives and staying updated on market trends and products.
- Supporting higher-level Account Managers with escalations as needed.
- Communicating effectively with clients and team members.
- Managing tasks and documentation efficiently, including maintaining a clear and organized work environment.
Role FLSA Classification:
- Account Manager II, Exempt
- Reports to Commercial Lines Team Lead in the Commercial Lines Department.
Competencies:
- Excellent computer skills, including proficiency in Microsoft Office.
- High emotional intelligence, self-discipline, motivation, organization, and time management.
- Strong respect for confidentiality and attention to detail.
- Superior communication skills, both verbal and written.
- Keeping informed about industry developments and technological advances.
- Positive and helpful attitude conducive to a professional work environment.
Supervisory Responsibilities:
- None
Work Environment:
- Office-based requirement.
Physical Demands:
- Prolonged periods of sitting and computer use.
Travel Requirements:
- None
Required Education and Experience:
- High School diploma.
- 4-40 license required (or must be obtained before starting).
- Preferred experience in a similar role within the commercial lines sector of the insurance industry.
Updated: 11/08/2023
This role is ideal for individuals who excel in a dynamic environment, demonstrating expertise in commercial insurance and customer service, and who are proactive in managing client relationships and policy details to maintain the highest service standards.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 60000 ) [ContactName] => Katy Cintron [ContactPhone] => [ContactEmail] => Katy@merrillinsurance.com [DatePosted] => 2023-10-24T14:44:49 [City] => Eustis [State] => FL [PostalCode] => 32726 [Country] => [Status] => Closed [ContactId] => 819035773946650 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 50000 ) [ShowOnWeb] => [PositionId] => EB-1096552198 [LastModified] => 2024-04-08T11:16:01 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Customer Service ) ) ) ) [190] => stdClass Object ( [JobId] => 174595751248952 [CompanyId] => 760144629642997 [CompanyName] => Fisher Insurance Group LLC [Industry] => [JobType] => FullTimeRegular [JobTitle] => Personal Lines Account Manager [DegreeRequired] => [JobDescription] =>Job Description
Title: Personal Lines Account Manager
Reports to: President
Definition of Position:
Under the direction of the President, the Personal Lines Account Manager performs diversified duties both within and in support of the agency. These duties involve contributing to the maintenance of a positive agency image by providing clients and affiliated company accounts with the highest possible level of service in relation to the services provided by the agency. Assures that the proper channels of communication between the account and internal departments/staff of agency are effectively maintained and utilized. Provides assistance and input to achieve company's short-range and long-range business development objectives within service markets.
Major Responsibilities and Related Tasks:
- Support and service client calls as well as process policy changes, answer coverage questions, remarket policies and process claims received.
- Cross-sell clients to ensure they have the appropriate amount of insurance protection.
- Responsible for providing timely and professional day-to-day client service working closely with account executives and insurance company representatives.
- Quote all new business with various agency partners.
Qualifications
- 3-5 years personal lines experience required
- Property & Casualty Insurance License desired but not required
- Experience with auto, home, boat, and recreational policies a plus
- Knowledge of Microsoft Excel, Word, TAM or Epic, Act and related software.
- Strong customer service and problem-solving skills.
Benefits:
Medical, Dental and Vision at no cost to employee
Life / ADD – 2X Salary up to $200K
LTD –
401K – no match currently
Wellness – up to $500 annually
LifeLock – Ultimate Plus Plan – up to $1M
Vacation – 2 weeks PTO + 10 Holidays
Sick Days – 5
Continuing Ed – No employee cost – job related classes / programs
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 65000 ) [ContactName] => Meagan Brown [ContactPhone] => (248) 488-1172 [ContactEmail] => megan.brown@mtmic.com [DatePosted] => 2024-01-09T12:12:06 [City] => Troy [State] => MI [PostalCode] => 48084 [Country] => [Status] => Filled [ContactId] => 4220256257123 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 50000 ) [ShowOnWeb] => 1 [PositionId] => EB-1738573589 [LastModified] => 2024-04-08T11:13:49 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Customer Service ) ) ) ) [191] => stdClass Object ( [JobId] => 115451933153986 [CompanyId] => 169082261098980 [CompanyName] => RP Ryan Insurance Inc [Industry] => [JobType] => FullTimeRegular [JobTitle] => Customer Service Representative [DegreeRequired] => [JobDescription] =>Our agency is in immediate need of a personal lines customer service representative. The ideal candidate is a motivated, self-starter who is process-minded and efficient, with excellent organizational skills, strong communication abilities and the willingness to learn new things.
The ideal candidate has:
Strong computer and accurate data entry experience
Excellent attention to detail and the ability to multi-task
Exceptional telephone etiquette
Outstanding organizational skills
A positive attitude that does not say “not my job”
Ability to resolve problems and work gracefully under pressure
A strong customer service disposition with excellent written and verbal communication skills
Proactive, not reactive attitudes
Primary duties:
Answer incoming customer service phone calls
Data Entry and scanning documents into our system
Calling insurance and mortgage companies to resolve issues
Take premium payments from customers.
Maintain client relationships with follow up phone calls.
Job Requirements:
Upbeat, friendly demeanor
Ability to accurately document conversations with clients
Ability to work gracefully under pressure
Patience
Understanding of Microsoft Office and general PC skills
EPIC from Applied Systems a plus
Salary and Benefits:
Full Time M-F 8-5
Paid time off
Employee IRA w/company matching
P&C Licensed required or willing to get licensed.
their assigned accounts, including management of client relationships, providing
excellent customer service and ongoing communication, introducing new products, and
developing strong professional relationships with carriers and co-workers. The Senior
Account Manager will assist customers with daily service requests, certificates of
insurance, bind, order, and placement of coverage as needed.
Essential Duties: Essential job duties for this position include the following items.
Other duties must be performed as assigned or required.
▪ Assume responsibility for accurate entry of insureds and process of
procedures.
o Receive and process service requests by phone, fax, and email.
o Process new business, renewal business, endorsements, finance
agreements, certificate requests and update into the computer operating
systems on a timely basis.
o Communicate with accounts via personal visits or phone calls regarding
relevant concerns, necessary product enhancements, and suggestions for
improvements to their policies or coverage.
o Represent company at renewal meetings in conjunction with the Account
Executive/Producer as required.
o Maintain files, including master file and update the system accordingly.
o Introduce new products to existing customers for cross sell opportunities.
o Manage Accounts Payable/Receivables upon binding of those accounts to
ensure timely processing to carriers and deposit of account receivables
within the Agency.
o Coordinate with management for interaction between Account Managers,
Producers and Accounting on Aged Account Receivables to ensure accounts
have been paid and in good standing.
▪ Assumes responsibility for establishing and maintaining professional
working relationships with clients and miscellaneous customer service
functions.
o Develop a strong understanding of client objectives and assess their
business strategies and needs in relation to their objectives.
o Set up and process new customers, rating, binding, and issue.
o Ensure effective ongoing communication with clients to maintain high levels
of customer retention.
o Seek to resolve customer concerns promptly and effectively.
o Conduct customer surveys during communications and reporting any
concerns to management.
▪ Trains and supervises the work of Sales Support Staff.
o Train Sales Support Staff on procedures they are responsible for in
accordance with ARM Operational Workflows.
o Monitor the work performed by the Sales Support Staff to support the efforts
of the Senior Account Manager in servicing the assigned accounts.
o Monitor the work performed by the Sales Support Staff in conjunction with
the renewal of policies for existing insureds.
▪ Assumes responsibility for establishing and maintaining effective
communication and coordination with area staff and with management.
o Work to foster a cooperative team environment.
o Keep management well informed of area activities and of any significant
problems.
o Complete assigned documentation in an accurate and timely manner.
▪ Assumes responsibility for related duties as required or assigned.
o Keep work area clean, secure, and well maintained.
o Complete special projects as assigned.
o Attend and participate in meetings, conference calls, and seminars as
required.
▪ Work toward continuous quality improvement.
▪ Stay current with changing technology, including software and job specific
programs.
▪ Uphold, support, and promote all company policies and procedures.
Supervisory Responsibilities: The Senior Account Manager has supervisory
responsibility for the Commercial Lines Department, including approximately (1-2) direct
reports.
Qualifications: To perform this job successfully, the individual in this position must be
able to perform each essential duty satisfactorily. The requirements listed below are
representative of the minimum knowledge, skills and ability required.
Education/Experience:
▪ High school graduate.
▪ College training in business or marketing preferred, or an equivalent amount of
experience in sales/account management.
▪ Ten to fifteen years of experience in sales/account management required.
▪ AMS360 management system experience.
Language Skills:
▪ Ability to read, analyze, and interpret common scientific and technical journals,
financial reports, and legal, insurance documents and policies.
▪ Ability to respond to common inquiries or complaints from customers, regulatory
agencies, or members of the business community.
▪ Ability to effectively present information to top management, public groups, and/or
boards of directors.
Mathematical Skills:
▪ Ability to calculate figures and amounts such as discounts, interest, commissions,
proportions, percentages, area, circumference, and volume.
Reasoning Ability:
▪ Ability to solve practical problems and deal with a variety of concrete variables in
situations where only limited standardization exists.
▪ Ability to interpret a variety of instructions furnished in written, oral, diagram, or
schedule form.
Certificates, Licenses, Registrations:
▪ Colorado and/or California P&C Licenses required.
Intellectual Demands: The intellectual demands described here are representative of
those that must be met by an employee to successfully perform the essential functions
of this job. [Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 60000 ) [ContactName] => [ContactPhone] => [ContactEmail] => [DatePosted] => 2024-01-16T13:14:34 [City] => Aurora [State] => CO [PostalCode] => 80014 [Country] => [Status] => Closed [ContactId] => [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 50000 ) [ShowOnWeb] => [PositionId] => EB-3281097237 [LastModified] => 2024-04-08T11:11:58 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( ) ) ) ) [193] => stdClass Object ( [JobId] => 175228299790928 [CompanyId] => 108030277817466 [CompanyName] => Southern General Agency [Industry] => [JobType] => FullTimeRegular [JobTitle] => Commercial Underwriter [DegreeRequired] => [JobDescription] =>
The ideal candidate excels at building relationships, servicing existing accounts, and creating new accounts. The right person is highly motivated, hard-working, goal-oriented, and a self-starter. If you are interested in a career that offers stability, advancement, and the opportunity to be a part of an organization that is forward-thinking and operates within a highly technical field, this is a great place to start your career.
We are a fast-growing and competitive Property and Casualty Managing General Agency seeking experienced Commercial Lines and Commercial Auto Underwriters in the South and Southeastern United States to deliver high-quality service to our clients.
Responsibilities:
- Develop and execute a marketing plan to drive new and renewal business.
- Evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing.
- Provide clients with exemplary customer service.
- Maintain relationships with clients and carriers and serve as a point of contact.
- Service insurance policies by answering questions or requests from clients and carriers.
Qualifications:
- Experience in Property & Casualty Commercial Lines or P&C License preferred.
- Strong sales and marketing skills are a must.
- Computer skills required.
- Self-motivated, dependable, outgoing personality, excellent customer service skills. Able to work in a team environment with the ability to multi-task and to handle challenging priorities as needed.
Compensation:
- Competitive salary, incentive bonuses, and an excellent benefit package.
- Simple IRA with employer match.
- Paid time off (PTO) with paid holidays.
- Employer-paid continuing education.
- Many opportunities for career advancement.
This opportunity is designed for individuals who are ready to take their career to the next level within a dynamic and growing industry. Join us in our mission to provide outstanding service and value to our clients.
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 70000 ) [ContactName] => Jerry Mitchell [ContactPhone] => [ContactEmail] => jmitchell@southerngeneral.com [DatePosted] => 2024-02-07T14:28:11 [City] => Alexandria [State] => LA [PostalCode] => 71303 [Country] => [Status] => Closed [ContactId] => 987173331629853 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 50000 ) [ShowOnWeb] => [PositionId] => EB-2219655801 [LastModified] => 2024-04-08T11:10:45 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Underwriting ) ) ) ) [194] => stdClass Object ( [JobId] => 182415074451839 [CompanyId] => 4220255759132 [CompanyName] => National American Insurance Company [Industry] => [JobType] => FullTimeRegular [JobTitle] => Loss Control Representative [DegreeRequired] => [JobDescription] =>Loss Control Representative
Our client is a Multi-line carrier and they are seeking a self-motivated safety professional.
This individual will be responsible for providing accident prevention service to clients. Overnight travel required. Experience should include the following: 5 years or more Insurance Company Loss Control experience, Safety degree and/or CSP, ARM or CRM, excellent written and oral communication skills, and knowledge of DOT, oil & gas, construction and OSHA. Excellent benefits available including paid leave, 401(k), profit sharing, group medical and life, section 125 and company car.
Daily duties:
• Provide highly sophisticated Loss Control and Risk Management consulting services to companies insureds.
• Conduct on-site review of insured Safety Operations including but not limited to: Safety Policies and Procedures, Driver Hiring Criteria, Driver Orientation, Driver Training, Maintenance of Equipment, and Record Keeping.
• Evaluate data gathered at on-site review and create Loss Control and Risk Management recommendations to assist the insured in controlling risks, losses, and costs.
• Develop metrics to document and track progress of improvement in the insured’s Safety Operations.
• Serve as a trainer/mentor to less experienced members of the department.
• Enhance Insurance Company’s leadership position in providing value added Risk Management services and resources to the insured.
Licensing/ Certification/ Education/ Degree Level:
• Four year college degree.
• Strong written and communication skills.
• Minimum of 5 years’ experience in Safety and Risk Management
Chief Financial Officer
Position Characteristics and Competencies:
Financial Mastery and Analytical Insight Innovative and Creative Thinking Exceptional Communication Skills Agile Decision-Making Proficient Delegation and Coordination Job Summary:
The Chief Financial Officer (CFO) will assume the role of a trusted financial advisor and strategic collaborator within the company's leadership team and board of directors. The CFO will be at the helm of enterprise-wide financial planning, forecasting, budgeting, and analysis initiatives. This role necessitates close collaboration with departmental leaders across the organization to facilitate the creation, execution, and monitoring of both immediate and long-term financial strategies, safeguarding the company's growth, performance, and enduring prosperity. The CFO will take the reins in overseeing and orchestrating activities within the realms of finance, accounting, and budgeting, ensuring that all financial and accounting operations adhere to internal controls and align with tribal, state, and federal regulations, as per Generally Accepted Accounting Principles, Governmental Accounting Standards, and Statutory Accounting Principles.
This job description does not encompass an exhaustive list of all responsibilities.
Job Responsibilities:
Lead the preparation of comprehensive financial statements, encompassing income statements, balance sheets, tax status, and annual budgeting. Exercise vigilant oversight over financial and accounting system controls and standards, guaranteeing the punctual delivery of financial and statistical reports. Offer sage counsel to the CEO, COO, and Board of Directors on issues pertaining to financial reporting, planning, practices, and growth. Supervise the company's holistic financial outcomes, spanning strategic planning, operational facets, investment portfolios, and cash management. Collaborate with the CEO and executives in coordinating planning efforts and setting priorities. Identify opportunities for expansion into new product domains. Generate timely and consistent financial reports, spanning monthly, quarterly, and annual cycles. Craft financial and tax strategies, and devise performance metrics congruent with the company's strategic objectives. Supervise fund investments and liaise with investment bankers to foster capital growth. Establish pivotal economic objectives and policies. Ensure the effectiveness of internal controls, drive process enhancements, and enforce compliance with accounting principles. Draft and scrutinize proformas and budgets. Assess progress reports to gauge the status of objectives. Contribute as an integral member of the executive management team. Conduct staff meetings to facilitate clear communication. Stay abreast of emerging technologies and principles. Safeguard strict confidentiality. Participate in cross-functional team enhancement projects. Perform any additional duties as assigned. Supervision of Others:
Directly manage a team of exempt and non-exempt personnel.
Minimum Qualifications:
Bachelor's degree in Business Administration (with a concentration in Accounting or Finance); a Master's degree in Accounting, Finance, or a related field is preferred. A minimum of ten years of experience in financial management. Five years of prior management experience. CPA or CMA certification preferred.
Familiarity with the company's operations and organizational structure. Comprehensive understanding of management principles in accounting, finance, insurance, and business administration. Proficiency in Generally Accepted Accounting Principles and Governmental Accounting Standards. In-depth knowledge of IT infrastructure requisites and practices. Ability to leverage automated accounting systems. Strong analytical and problem-solving capabilities. Exceptional communication skills. Detail-oriented with the autonomy to make independent decisions. Proficiency in computerized accounting software, office equipment, and other software applications. Working Conditions & Physical Demands:
Underwriting Specialist
Description
We are currently seeking an experienced Underwriting Specialist for our Southeast office in Georgia who will be responsible for acquisition & retention of profitable accounts. The successful candidate will be responsible for providing full quality underwriting services, managing pricing and underwriting of an assigned territory to meet company profit and retention objectives through sound underwriting principles, reflective of company policy, and developing strong relationships with key agency personnel. The Underwriting Specialist will serve as a technical resource with key responsibilities of mentoring and guiding underwriting teammates and development and delivery of underwriting training programs. Additional duties will involve providing support with QA, special projects, and other presentations. The position is located in our Lawrenceville, GA office with the opportunity of hybrid schedule or remote in our territory.
Qualifications
Experience
Required
* Bachelor’s degree or equivalent
* Ten or more years of commercial P&C multi-line underwriting experience with thorough knowledge of P&C insurance forms and rating rules
* Expert working knowledge of underwriting and loss control principles
* Excellent communication, interpersonal, organizational, and presentation skills
* Advanced analytical and problem solving skills, with the ability to manage and prioritize multiple projects
* Advanced knowledge of Microsoft Office Suite and other business-related software
* Knowledge of the Midwest agency force preferred
* Possession of, or actively pursuing, certification such as CPCU, CIC or other industry designations
* Valid driver's license and safe driving record required
[Specialty] => [MaxSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 130000 ) [ContactName] => Chitarra Spannaus [ContactPhone] => [ContactEmail] => cspannaus@fcci-group.com [DatePosted] => 2024-03-26T10:55:06 [City] => Lawrenceville [State] => GA [PostalCode] => 30043 [Country] => [Status] => Available [ContactId] => 165954180929998 [MinSalary] => stdClass Object ( [CurrencyCode] => USD [Value] => 110000 ) [ShowOnWeb] => 1 [PositionId] => EB-6798132911 [LastModified] => 2024-03-26T10:57:10 [CustomFields] => Array ( [0] => stdClass Object ( [FieldName] => Website_Category [FieldType] => NoAction [Values] => Array ( [0] => Underwriting ) ) ) ) [197] => stdClass Object ( [JobId] => 122335438880064 [CompanyId] => 154310919493212 [CompanyName] => AMERIND Risk Management Corporation [Industry] => [JobType] => FullTimeRegular [JobTitle] => Commercial Underwriter [DegreeRequired] => [JobDescription] =>Position Characteristics and Competencies
- Customer Focused
- Detailed Oriented
- Technical Knowledge and Skills
- Planning and Organizing
- Communication Skills (verbal and written)
- Analytical and Decision-making skills
- Negotiation and Interpersonal Skills
- Math Skills
Job Summary
The Senior Underwriter is responsible for risk evaluation, selection, pricing, and retention of new and existing business in accordance with company underwriting philosophy and individual level of authority. This individual also develops and maintains positive and professional relationships with broker partners, third party administrators or financial institutions. Requires demonstration of a high level of proficiency and knowledge in commercial, personal, worker’s compensation and auto lines of business.
This job description does not represent an inclusive list of all duties encompassed in this position.
Job Responsibilities
- Analyze, evaluate, select, qualify and price prospective commercial lines of business.
- Makes final determination on risk acceptability.
- Remains actively involved in account development and continuing service.
- Maintains relationships with brokers, third party administrators and policyholders.
- Attends meetings, seminars, and programs as necessary.
- Participates in management of the book of business.
- Provides trainings to clients on company products, processes and procedures as needed.
- Evaluates possibility of losses due to catastrophe or excessive insurance.
- Interviews prospective clients to obtain data about their financial resources and needs, the physical condition of the property to be insured, and to discuss any existing coverage.
- Examines insurance applications, conducts extra research, collects background information, and makes risk assessments.
- Negotiates with the customer regarding premium, coverage limits, coverages, and the terms and conditions of the proposed insurance policy.
- Underwrites various types of insurance policies for individuals, businesses, or equity pool members.
- Calculates premiums and establish payment method. Appropriately prices all new and renewal applications.
- Makes final determination, within company guidelines, on risk acceptability for new and renewal applications.
- Evaluates property, examining its general condition, type of construction, age, and other characteristics.
- Examines documents to determine degree of risk from such factors as applicant financial standing and value and condition of property.
- Performs administrative tasks, such as answering phones, maintaining records and handling policy renewals.
- Keeps abreast of new technologies and principles by conducting research, attending seminars, educational workshops, classes, and conferences; reviewing professional publications; establishing networks; participating in professional societies; conferring with representatives of contracting agencies and related organizations.
- Participates in cross-functional team training.
- Performs other duties as assigned.
Supervision of Others
N/A
Minimum Qualifications
- High School Diploma or GED required.
- Bachelor’s Degree in Business Administration, related field, or equivalent experience.
- A minimum of 5 years of underwriting experience in multiple lines (Property and casualty, Workers Compensation, etc.).
- Insurance Professional Designations (CIC, AU or AINS) preferred .
- Valid driver’s license.
- No felony, theft, or fraud convictions.
- Must be able to successfully pass a background investigation.
Additional Eligibility Requirements
- New employees must complete the Associate in Insurance (AINS) designation within six months from the end of the 90-day evaluation period to be eligible for advancement and incentive compensation.
- For continued employment, employees must complete an elective course and six hours of professional development within 12 months after the end of the 90-day evaluation period.
Knowledge/Skills/Abilities
- Strong written and oral communication skills.
- Advanced presentation skills.
- Advanced knowledge of property, auto, liability and workers compensation underwriting practices and underwriting techniques.
- Knowledge of property, auto, and liability insurance laws, policies, and regulations.
- Knowledge of applicable federal, state, tribal, and local laws, regulations, and requirements.
- Knowledge of commercial/residential construction codes and techniques.
- Knowledge or experience in public sector or pool underwriting preferred.
- Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
- Ability to work independently and meet timelines.
- Ability to create and edit written materials.
- Ability to collect and analyze data and prepare and present accurate reports and recommendations.
- Skill in providing excellent customer service.
- Ability to work as a team member in a structured working environment.
- Skill in operating business computers and office machines, including in a Windows environment, specifically Word, Excel, and presentation software (such as PowerPoint).
Working Conditions & Physical Demands
- Travel required 25% of time; COVID-19 vaccination preferred
- Typical business office setting with moderate noise level and outdoor settings with a high noise level.
- Non-office environment may be encountered for offsite presentations and support of company activities.
- Exposure to natural weather conditions and temperatures, various dusts, smoke and mists, and normal debris and hazards may occur while performing outdoor duties.
- Must be able to sit for work at a computer for more than 6 hours per day.
- Must be able to stand and walk for more than 4 hours per day when on client site.
- Must be able to use hands for dexterity of motion and reach with hands and arms. Extensive use of computer keyboards.
- Frequently required to talk and hear.
- Must have ability to occasionally lift 10+ lbs.
Workers Compensation Claims Adjuster
About the job
Company Description:
Our client is a Michigan based insurance company that has been providing workers' compensation insurance to employers throughout Michigan since 1976.
Role Description:
This is a full-time role for a Claims Adjuster. The Claims Adjuster will be responsible for handling the daily processing of insurance claims, including determining coverage, investigating claims, and adjusting and managing claims within a team. The Claims Adjuster will also be responsible for assisting insureds, cultivating good customer relations, and answering insured or claimant questions. This is an on-site role located in Novi, MI
Essential Duties:
- Investigate, adjust, and conclude workers' compensation claims in a timely manner.
- Assist insureds and cultivate good customer relations by performing the following duties:
. Examine policy to verify coverage
. Investigate cause of loss and document information in the file
. Obtain evidence if fraud or subrogation is involved
. Establish reserves and review current reserves for accuracy
. Review medical & investigative reports and apply finding to the claim
. Perform three point contact
. Apply benefits within scope of the Michigan workers' compensation act
. Prepares properly documented file for data entry and payment issuance
. Answer questions from insureds/claimants regarding the claims process
. Discuss claims above authority, and submits authority reporting to Vice President of Claims
. Performs other related duties as assigned or directed by the President or Vice President of Claims
. Actively pursues continuing education
Qualifications:
- Claims handling and insurance skills
- 3+ years of experience in workers' compensation claims adjusting
- Claims management skills - medical only and indemnity cases
- Excellent written and verbal communication skills
- Ability to work independently and in a team environment
- Ability to utilize multiple claims management software
- Insurance adjuster license is preferred
- Litigation experience is preferred
Benefits:
- Health, Dental, Vision, and Life Insurance
- 401k
- Paid Time Off
Are you ready to “Step Up” and join the best service organization in the insurance business?
We are looking for a results-oriented, experienced Commercial Lines Account Manager who is highly customer service focused and enjoys working in a fast-paced, professional environment. If you do a great job and are fully committed to being a great team player you will thrive
Prior Agency Experience required!
Job Responsibilities:
· Service all aspects of our clients’ insurance needs, usually in partnership with an Account Executive or Producer, from renewal preparation and marketing to policy administration
· Gather information from clients and prepare applications for submission to insurance carriers
· Prepare proposals and insurance summaries based on evaluation of client coverage needs
· Process new business, renewals, endorsements, cancellations and rewrites
· Explain insurance policies and coverages, suggest coverage enhancements, and resolve general customer inquiries
· Maintain accurate electronic client account records and adhere to agency procedures
· Nurture strong relationships with clients and insurance carrier representatives
Core Competencies:
- Exceptional aptitude for customer service
- Excellent time management skills and a sense of urgency
- Proven hands on experience with an in-depth understanding of Commercial Lines Coverages
- Minimum of 10 years of insurance agency experience in an Account Manager or similar role required
- Currently managing a commercial book valued between $2-3+M
- Experience providing heavy supporting assistance to a book of business
- Detail oriented with strong written and verbal communication skills
- Outstanding team player and collaborator
- In-depth technical knowledge of commercial lines coverages and exposures
- Property & casualty license preferred
- Proficiency with Microsoft Office and electronic database software preferred
- Upbeat attitude and problem solving skills; able to work on a 2 to 3 person team to provide outstanding service
Compensation and Benefits:
· Competitive compensation
· Full-time benefits package including medical, dental, life, disability, 401(k), vacation and sick time
· Healthy, positive culture
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