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AcrisureOregon, OH
Job Description Job Description Acrisure is hiring a commercial insurance account manager We're the fastest-growing insurance brokerage firm in the U.S. with over 600 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services, and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry. Providing our clients with an excellent customer service experience is very important to us. Our Account Managers are responsible for delivering fast, friendly, and accurate service for our producers and clients. Coordinating proactive service on renewals, policy delivery, and daily service requests, while adhering to our department policies, workflows and procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who are able to identify and seek out opportunities to enhance the experience of clients and fellow team members. Essential Duties and Responsibilities: Promptly field and address client service calls and emails Manage home screen activities using the day of the week schedule with fewer than 25 activities on the screen daily Maintain a clean email box (fewer than 25 emails daily, sent emails are to be deleted once attached in EPIC and emails are not to be stored in folders) Communicate with clients and producers to obtain information for renewals, endorsements, claims, billing questions, payment arrangements, audits, certificates, cancellations, reinstatements, etc., responding the same day Utilize resources provided (Associate Account Manager and Account Coordinator teams) to request, obtain, process, and deliver many of the requests listed above Set up policy change activities in EPIC Renew policies in EPIC once coverage has been bound Create, maintain, and renew master certificate and evidence of insurance templates in CSR24, pull and attach certificate AI forms using our specific labeling standards and provide renewal certificate instructions to the cert team Utilize Indio for all renewals Welcome new business clients to Acrisure via telephone and email introductions Market renewals as needed and handle the placement of rewrites/round outs upon client request or underwriting need by submitting complete, attractive "top of the stack" applications to insurance companies for quotes Large-sized (over $10k in revenue) accounts: Prepare coverage comparisons, premium allocations, layer diagrams, and other high-level documents for clients and producers, using specified templates Large-sized accounts: Coordinate with the producer on marketing strategy 120 days before expiration and provide the renewal presentation (including RPC) to the producer 30 days before expiration for delivery to the insured Middle-sized accounts: present the renewal to the insured 30 days before the expiration Bind coverage with carriers, providing subjectivities to them at the time of bind Complete all tasks in all activities assigned Review and manage discrepancies between issued insurance policies when they come in different from quotes/proposals delivered to clients Process and deliver new and renewal insurance policies within 30 days of effective date Connect with client to review and identify coverage changes, enhancements, round out & referral opportunities Document EPIC activities with all pertinent coverage communications with the client or insurance companies (or any other third party) and attach all correspondence according to Acrisure standards Attend insurance company/vendor meetings, trainings, and functions to become familiar with their products and services Setup and maintain documents for Instant Access (client service portal) This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management. Competencies: 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 essential functions. Active Listening (giving full attention to what other people are saying, taking time to understand the points being made and asking appropriate questions) Professional correspondence (clear, concise, and without errors) with internal and external to obtain or provide information Speaking (conveying information clearly and effectively) and Group Presentation Appropriate Communication - the ability to make wise decisions related to what, who, and how to communicate when dealing with confidential or sensitive situations Writing (considering the style of the recipient when drafting letters, emails, PowerPoint presentations, etc.; using proper spelling, grammar, and punctuation is important) Critical Thinking (using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems) Time Management (managing one's own time and respecting the time of others) Prompt response to all email and voicemail correspondence Document EPIC using clear, concise wording/notes, such that if another person were to go into an activity, they would easily know what had happened and what needs to happen next, thus providing seamless concierge service to our internal and external clients. Education and/or Experience: Minimum of a High School Diploma Valid CA Property/Casualty license or ability to obtain Three+ years of experience in commercial lines Insurance designation (preferred but not required) Technology Skills: PC Computer (including strong typing skills) EPIC Agency Management System Microsoft Word, Outlook, including Quick Parts, Excel Microsoft Internet Explorer/Chrome/Firefox/Edge Company online rating/service sites Other Qualifications: Honest and ethical behavior Persistence in the face of obstacles Cooperation (job requires being pleasant with others on the job and displaying a good, cooperative attitude) Self-control (must be able to maintain composure, keeping emotions in check, controlling anger, avoiding aggressive behavior, even in difficult situations) Dependability (reliable and responsible in keeping commitments, even after the mood the commitment was made in may have passed) Initiative (willing to take on responsibilities and challenges) Stress Tolerance (accepting criticism and dealing calmly and effectively in high-stress situations) Achievement/Effort (establish and maintain personal career objectives and exert effort toward mastering tasks) Independence (while we have division procedures, daily work is guided by oneself with little supervision; we are responsible for our results) Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Moderate stress due to regular deadlines and daily challenges High finger dexterity while typing documents and forms Occasionally lift up to 20lbs Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hybrid office position Majority of time spent sitting High level of contact with others via email, phone, Teams/Zoom (online, camera facing, business work attire required) Occasional meetings with clients, carrier visits/events & team members The base salary range for this position is $55,000 - $90,000 annually. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. #LI-KS1 Pay Details: The base compensation range for this position is $55,000 - $90,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.
Posted 3 days ago
American Family Insurance GroupBoston, MA
Analyze the performance of the line or book of business, provide product strategy recommendations to divisional and departmental leadership. Evaluate and track competitor products, pricing information and target markets. Research competitor pricing and rating programs providing analysis to the business for pricing enhancements and new products. May specialize in product management and product development accountabilities depending upon business need. You will report to a Senior Manager, Product. Position Compensation Range: $86,000.00 - $142,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. Responsibilities: May serve as project lead for implementation of products and services. Analyze the performance of the product lines, agent, or book of business. Evaluate profit factors and conduct analysis of performance data to provides product strategy recommendations relating to profit, growth, retention, and overall book of business. Develop working relationships with other lines to identify product gaps and opportunities. Research and develop concepts for complex enhanced products and services. Work with partners in pricing/actuarial or claims to ensure product compliance and financial viability. Prepare contract language, develop initial underwriting standards, and oversee development of new predictive analytics including pricing models and other predictive models. Be a subject matter expert in development of contract language and underwriting guidelines. Ensure product compliance. Produce detailed competitive analysis for personal lines products using a variety of information sources and tools to support decision-making. Analyze all available data forming conclusions regarding our competitive position in the marketplace. Provide recommendations to leadership to take advantage of product offerings and geographical areas. Provide expertise regarding how competitor actions and industry trends influences personal lines ability to meet corporate and divisional goals. Make recommendations to management regarding operational and product changes that may enhance our competitive position. Stay up to date with all rate changes, rating enhancements and program changes by our competitors; research competitor filings, rate and rule manuals to check changes made and their impact on our competitive position. Ensure reporting accuracy explaining drivers and insights relating to competitive position changes. Requirements: You will bring your quantitative experience (finance, actuarial, analytics, etc.). You will bring experience with auto lines, but home or commercial lines are also beneficial. You will bring product development or product management experience. Demonstrated experience providing customer-oriented solutions or service. Demonstrated experience performing complex financial, actuarial or business analysis. Solid understanding of customer, business industry, insurance, underwriting guidelines and risk concepts in area of expertise. Demonstrated problem-solving and analytical skills to review complex products and lines of business. Demonstrated experience making independent decisions. Demonstrated experience in project management methodologies, practices, techniques and tools. Travel Requirements Up to 10%. Additional Information Offer to selected candidate will be made contingent on the results of applicable background checks Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions Sponsorship will not be considered for this position unless specified in the posting This is a hybrid role that involves working a minimum of 10 days per month in the office. Work locations for this role include: Madison, WI; Boston, MA; Minneapolis, MN; Denver, CO; Phoenix, AZ; Keene, NH; St. Joseph, MO. Internal candidates are encouraged to apply regardless of location and will be considered based upon the needs of the role. #LI-Hybrid Your offer will be made contingent on the results of applicable background checks. Your offer is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions. Our policy restricts consideration of applicants needing employment sponsorship (visa) to specialty occupations. Sponsorship will not be considered for this position unless otherwise specified in the posting. At American Family Insurance, we believe people are an organization's most valuable asset, and their ideas and experiences matter. From our CEO to our agency force, we're committed to growing a culture that empowers innovation that will inspire, protect, and restore our customers' dreams in ways never imagined. Join our team. Bring your dreams. We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply! We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits. We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. #LI-DB1
Posted 2 weeks ago
Marsh McLennanAlpharetta, Georgia
Company: Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Business Insurance Client Manager at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). Applicants must be within driving distance to our North Atlanta (Alpharetta, GA) office to be considered for this role and have the ability to commute to the office a minimum of three days per week. A day in the life. As an Business Insurance Client Manager you will: Independently drive your own book or proactively involved with client team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.). Maintain client relationships independently or in concurrence with client team. Inform account team of any significant changes relating to the client. Prepare or review materials for discussion with client team / Producer. May depend on client team / Producer for rate/coverage negotiations. Organize responses and present them to client team / Producer for review. Step in to support account team members on any/all functions as needed. Assists other Client Managers during high volume times as needed. Execute on the deliverables as communicated by the client team. Prepare client presentations to include developing meeting agendas, preparing presentation documents (printing / binding). Attend and actively participate in client meetings when requested by the Producer. Intermediate understanding of available tools (Reference Connect, Playbook, MMA U). Provide new business and renewal support based on the following tasks: Compile broker of record letters Participate in internal renewal strategy meetings Transmit renewal request to client via email or Indio Gather renewal information from client Perform exposure analysis Send submissions to market or rates online Perform non-admitted carrier due diligence in accordance with state rules Perform premium, rate and coverage comparisons Generate / update fee agreement F i n a l i z e p roposal upon receipt from vendor and presents to client Send bind order to carrier Receive binder from carrier and transmits MMA binder to client Perform renewal premium allocation Provide general service support based on the following tasks: Order endorsements / coverage changes to carrier Perform audit reviews and address discrepancies Provide basic contract review Our future colleague. We’d love to meet you if your professional track record includes these skills: 3-5 years prior experience Associates / Bachelor’s Degree or Equivalent Work Experience Required Advanced Degree (RMIN, Finance, Accounting) experience a plus Advanced Designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progress Task leadership, Ability to prioritize and organize daily tasks as well as general account management. Developing proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to Team Members Handle smaller, less complex accounts Manage a book of business under guidance of Client Team and Sales Collaboration Advanced application of prioritization & organizational skills. Intermediate application of prioritization & organizational skills Proficient Project Management Broadening carrier relationships with marketing and underwriting Continued development of products/line knowledge and marketing techniques. Up to date with current trends, regulations, etc. Intermediate application of tools & resources Intermediate application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability Must have Property & Casualty license or obtain within 90 days of employment We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Medical, dental and vision insurance 401K and company match program Company-paid life and disability Generous paid time off programs Employee assistance program (EAP) Volunteer paid time off (VTO) Career mobility Employee networking groups Tuition reimbursement and professional development opportunities Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw Follow us on social media to meet our colleagues and see what makes us tick: https://www.instagram.com/lifeatmma/ https://www.facebook.com/LifeatMMA https://twitter.com/marsh_mma https://www.linkedin.com/company/marsh-mclennan-agency/ Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMASE
Posted today
PwCSeattle, WA
Industry/Sector Insurance Specialism Data, Analytics & AI Management Level Manager Job Description & Summary A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. You'll focus on aligning client data strategies to their business strategy. You will assist clients in choosing a platform, defining their data needs and migrating them to a modern cloud data environment using cloud providers such as Azure, Google Cloud Platform, Amazon Web Services, Snowflake, Databricks or Teradata. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Certification(s) Preferred: Certification in one of the following cloud platforms- AWS/Azure/GCP/Snowflake Preferred Knowledge/Skills: Demonstrates extensive abilities and/or success in one or more of the following areas: Possessing understanding and experience with modern cloud data architectures and engineering for one or more of the following cloud providers- AWS, Azure, GCP; Being highly organized; Proven track record of implementing cloud data architecture and data integration patterns (AWS Glue, Azure Data Factory, Event Hub, Databricks, etc.), storage and processing (Redshift, Azure Synapse, BigQuery, Snowflake); Infrastructure as code (CloudFormation, Terraform); Possessing extensive knowledge of Data Warehousing concepts (normalization, OLAP, OLTP, Vault data model, graphs, star & snowflake schemas); Possessing work experience in Big data engineering (Hadoop, Spark, Scala, Kafka) and ETL/ELT pipeline development (tools: IICS/AWS Glue/SAP BODS/Matillion/DBT/Abinitio/SSIS/SnapLogic); preferable in P&C Insurance data warehouse; Possessing proven knowledge in SQL, report generation using visualization tools such as Tableau/Power BI/Cognos, programming using Python/Spark; Improving advanced analytics solutions, AI/ML models, and operationalizing based on ML Ops process; Having end-to-end knowledge of implementing enterprise data solutions such as Master Data Management, Data Governance and Enterprise Data Warehouse; Architecting and driving delivery of high availability, scalable, process and storage intensive solutions architectures to data integration/migration, analytics and insights, AI and ML; Understanding and familiarity of one or more is a big plus- CI/CD, cloud devops, containers (Kubernetes/Docker, etc.); and, Possessing P&C Insurance industry experience, including proven understanding of insurance data, underlying KPIs and how they are used. Demonstrates extensive abilities with, and/or a proven record of success directing efforts in the following areas: Demonstrating prior Big 4 or proven consulting experience in strategy through execution projects; Managing and streamlining data warehouse team and lead in creation of cloud data warehouse plans, roadmap, success metrics, and assessment of client's enterprise (on-premise and on-cloud) data systems; Working closely with business stakeholders to capture and document business; objectives/requirements, ability to translate business and technology objectives to next generation cloud, digital and technology solution architectures; Coordinating and providing guidance to technology teams and architects to define and develop technology solutions; Demonstrating critical thinking and problem-solving methods and skills; Supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; Coaching staff including timely meaningful written and verbal feedback; Building, maintaining and utilizing networks of client relationships and community involvement; Using appropriate facilitation techniques to gain agreement or move others to action; Managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $99,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
Posted 30+ days ago
JerryMiami, FL
About the Opportunity: Come join one of the fastest-growing fintech startups in the U.S! At Jerry, we're on a mission to help car owners save time and money on one of their most expensive and high maintenance assets. Since launching our mobile app in 2019, we have amassed over 5M customers, and expanded beyond insurance shopping to refinancing, safety and repairs to become the #1 rated AllCar app in the App Store. We are looking for a Remote Sales Representative who can work weekends and evenings to join our growing team! This role is 100% remote, we provide all work equipment needed. In this role, you will be responsible for helping prospective customers understand and choose the right insurance policies for them from one of Jerry's 55+ insurance carrier partners. All of our customers come to us directly from our mobile or web app, so no outbound calls needed. If you are looking for an opportunity to make a measurable difference in the lives of millions, we'd love to hear from you! Who you are: You can multitask and manage multiple competing priorities You are passionate about helping others How you will make an impact: Respond to inbound calls from prospective customers for personal line auto and home insurance policies Educate customers on insurance policy details such as coverage and pricing Prepare and bind quotes through our carriers Effectively problem solve and objection handle to remove barriers from the customer purchasing the policy with Jerry Provide attentive, high energy conversation with customers that show we are actively engaged in finding a policy that best fits each individual's needs Compensation and perks: Hourly wage: $18.00 - 20.00 plus uncapped commissions (on target annual earnings: $75,000-$100,000) We will pay for your P&C license (expected within 2 weeks after starting) Medical, dental, vision insurance, 401K match Ability to work remotely (we provide work equipment) Ongoing training and mentorship from our leadership team An outstanding portfolio of insurance carriers and products - we work with over 55 carriers to ensure we can offer our customers the best options for them Available schedules: Schedule 1: Saturday & Sunday: 8am- 6:30pm ET Friday & Monday: 10:30am- 9pm ET Schedule 2: Monday- Thursday: 10:30am- 9pm Schedule 3: Tuesday, Thursday, Friday: 10am- 8:30pm ET Saturday: 8am- 6:30pm ET While we appreciate your interest and application, only applicants under consideration will be contacted. Jerry.ai is proud to be an Equal Employment Opportunity employer. We prohibit discrimination based on race, religion, color, national origin, sex, pregnancy, reproductive health decisions or related medical conditions, sexual orientation, gender identity, gender expression, age, veteran status, disability, genetic information, or other characteristics protected by applicable local, state or federal laws. Jerry.ai is committed to providing reasonable accommodations for individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at recruiting@jerry.ai The successful candidate's starting pay will fall within the pay range listed on this job posting, determined based on job-related factors including, but not limited to, skills, experience, qualifications, work location, and market conditions. Ranges are market-dependent and may be modified in the future. In addition to base salary, the compensation may include opportunities for equity grants. We offer a comprehensive benefits package to regular employees, including health, dental, and vision coverage, paid time off, paid parental leave, 401(K) plan with employer matching, and wellness benefits, among others. Equity opportunities may also be part of your total rewards package. Part-time, contract, or freelance roles may not be eligible for certain benefits. About Jerry.ai: Jerry.ai is America's first and only super app to radically simplify car ownership. We are redefining how people manage owning a car, one of their most expensive and time-consuming assets. Backed by artificial intelligence and machine learning, Jerry.ai simplifies and automates owning and maintaining a car while providing personalized services for all car owners' needs. We spend every day innovating and improving our AI-powered app to provide the best possible experience for our customers. From car insurance and financing to maintenance and safety, Jerry.ai does it all. We are the #1 rated and most downloaded app in our category with a 4.7 star rating in the App Store. We have more than 5 million customers - and we're just getting started. Jerry.ai was founded in 2017 by serial entrepreneurs and has raised more than $240 million in financing. Join our team and work with passionate, curious and egoless people who love solving real-world problems. Help us build a revolutionary product that's disrupting a massive market.
Posted 2 weeks ago
Kemper Corp.Tifton, GA
Location(s) Tifton, Georgia Details Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Role: Life Insurance Sales Agent Employment Type: Full Time Work Arrangement: Field Role Career and Opportunity: Kemper is a diversified insurance holding company. We are firmly committed to servicing the insurance needs of modest-income families. Our strength lies within our dedication to frequent personal visits with our customers in their homes for premium collection and other service needs. You'll start with a paid license preparation/training period! As an Insurance Sales Agent, you will begin with an already existing book of business and have the exciting opportunity to grow the business through your work and dedication. Are you passionate about serving the under-served? This career could be for you! Our Agents gain personal satisfaction and prestige in the community by performing meaningful work to help our clients protect the ones they love and the things they own. With a pay for performance compensation model, Agents have a chance to write their own paycheck with increasing income opportunity as skills and knowledge grow. Superior performance is recognized through awards, prizes, and trips. Benefits: Kemper offers competitive benefits including Group Life Insurance, Major Medical & Dental, Short-term & Long-term disability, 401(k) with company match, Paid Vacation, Employee Stock Purchase Program. Responsibilities: Agents are set up for success by being assigned a territory (called an agency) with an established book of in-force business. Day to day activities: Conducting sales presentations, recommending products, closing sales, and using our Customer Care Sales Model Continuously prospecting for sales opportunities Collecting premiums from policyholders, based on a pre-arranged schedule Responding promptly to policyholder service requests such as beneficiary changes, claims, loans, etc. Appropriately keeping records, accounting for money collected, and processing paperwork Our agents are expected to: Increase the agency size Build strong working relationships with customers Devote whatever time is necessary to fulfill the responsibilities of the position Commit to ongoing development of knowledge and skills Minimum qualifications: Customer service experience The ability to visit customers and prospects door-to-door Must be at least 18 years of age Valid driver's license with 100k/300k auto insurance coverage Dependable vehicle as daily travel is required Ability to pass a background check, motor vehicle report check and drug screening Authorized to work in the United States Preparation: Licensing- We provide assistance and guidance to those who are preparing to sit for licensing exams. Basic Training- New agents complete a basic development program that includes self-study, classroom time, role-play, and extensive fieldwork. On-the-job training allows new agents to earn a paycheck while learning their profession Opportunity is knocking. Don't let it pass you by! Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee. Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.
Posted 30+ days ago
Freeway Insurance Services AmericaEl Mirage, AZ
Sign-On Bonus Opportunity of up to $1,000* Pay Range: $13 - $19 / hour Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: Discount gym membership to over 12,200 fitness centers and 9,300 on-demand workout videos including a $15 a month reimbursement. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems - at no cost Mental Health Benefit: 12 therapy sessions and 13 additional psychiatric sessions. Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh straight year!. With over 800 retail store locations to choose from nationwide, we encourage you to take your career and income potential to new heights! We are proactively looking for bright, talented, and motivated individuals who are goal oriented and excited for career advancement. Come Grow With Us! What You Will Do: As an Insurance Agent you will be responsible primarily for the sale of nonstandard auto insurance to new and existing customers. Solicit new business and maintain current business levels in order to achieve or exceed sales production goals. Expand business by proactively building relationships with existing customers to meet the agreed upon production goals. Accurate accounting of all currency transactions as well as timely delivery of deposits to the bank with scanned documentation in agency management system. Connects very quickly; builds and leverages client relationships. Ability to educate and advise the customer on which products best fit their needs The Perfect Match: Personal Lines or Property and Casualty license preferred (but not required) Bilingual in English and Spanish preferred Sales or customer service experience High School Diploma or GED Ability to build relationships with sales customers Excellent follow-up and multi-tasking skills Ambitious professional motivated by opportunity for advancement Excellent written and verbal communication skills Insurance Sales Insurance Agent Hiring Immediately Freeway Auto Insurance
Posted 4 weeks ago
American Family Insurance GroupKennewick, WA
Business owner. Community leader. Protector of dreams. That's what makes an American Family Insurance Agency Owner. It's a highly rewarding opportunity that allows you to create financial stability while making a positive impact on our customers' lives. If you're looking for a chance to build a business and own your future - we're interested in you! Apply today. At American Family, we're trying to find individuals with experience in success and eagerness to accomplish something that takes time, energy, and commitment. Are you involved in your community and can visualize success? Agency Owners operate as independent contractors, representing American Family and our products exclusively. As an agency owner, you'll be responsible for your agency's overall management, sales, and growth. You are your own boss everything you do for your agency is because of you and your efforts are what makes your agency successful. You'll also hire your team and work with them to meet aim and design your goals you set. We will help and guide you to find your office location where you will be on-site supporting your customers. Reasons why you should become an American Family Insurance Agency Owner: Financially Fit: with nearly $8 billion in policyholder equity, American Family has the financial security to protect the dreams of your policyholders Fortune 500 company that is among the largest Property and Casualty insurance groups Offer American Family Insurance products and products and services through our subsidiary partners Coaching and support from a local team - from marketing, prospecting, business consultation and more Unlimited compensation potential including a New Agency Owner Incentive Program Requirements Obtain Property and Casualty and Life and Health insurance licenses Pass a motor vehicle, financial/credit and criminal background check Interested in learning more? Contact a recruiter or join our Talent Community! We believe people are an organization's most valuable asset, and their ideas and experiences matter. From our CEO to our agency force, we're committed to growing a diverse and inclusive culture that empowers innovation to protect our customers' dreams in ways never imagined. #ZR #LI-AS4 #LI-AS4
Posted 30+ days ago
Country FinancialWinder, GA
We're looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life's planned and unexpected moments with the right insurance products. COUNTRY Financial Insurance Agents have the opportunity and the autonomy to build a rewarding, financially stable career while enriching lives in the communities we serve. The Career Our insurance agents take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through our portfolio of property and casualty, life and health lines. Have the flexibility to manage their schedules to balance their careers and personal interests. Educate clients and prospects about our products and services. Collaborate with COUNTRY Trust Bank Financial Advisors to inform clients of our financial products and services. Establish an office and build a staff. We Offer COUNTRY Financial Insurance Agents have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity and integrity. There is no buy-in required. Qualifications Successful COUNTRY Financial Insurance Agents are: Entrepreneurial, motivated, and goal driven. A strong communicator with excellent business acumen. Committed to linking your efforts with tangible rewards. Passionate about making positive impacts in their communities. Required Licenses* Property/Casualty State Insurance License* Life/Health State Insurance License* Preferred Experience Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing. #LI-Agency
Posted 1 week ago
Kemper Corp.Monroe, LA
Location(s) Monroe, Louisiana Details Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Position Summary: Kemper Home Service team seeking a Sales Manager to work with agents within their assigned territory. The job functions of the Sales Manager include recruiting, training and supervising the agents (average of seven) assigned. Position Responsibilities: Responsible for the performance of his/her agents and is expected to achieve results through consistent recruiting, training and supervising activities Continuously prospecting for agent candidates. Regularly works with the assigned agents, supervising and monitoring the agent's job functions including sales and collection activity. Conducts business inspections in the field and by phone to ensure that company policies and procedures are being followed. Provides service for agencies without an assigned agent. Reports to the District Manager. Position Qualifications: 2+ years of sales management or equivalent experience. Fully licensed in Life, Health, Property and Casualty required. This position requires work in-office and in the field, as business dictates, 50-100% of time will be spent in the field to recruit, train/develop, and support agents in their assigned territories. Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee. Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.
Posted 30+ days ago
Kemper Corp.Conroe, TX
Location(s) Conroe, Texas Details Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Role: Life Insurance Sales Agent Employment Type:Full Time Work Arrangement: Field Role Career and Opportunity: Kemper is a diversified insurance holding company. We are firmly committed to servicing the insurance needs of modest-income families. Our strength lies within our dedication to frequent personal visits with our customers in their homes for premium collection and other service needs. You'll start with a paid license preparation/training period! As an Insurance Sales Agent, you will begin with an already existing book of business and have the exciting opportunity to grow the business through your work and dedication. Are you passionate about serving the under-served? This career could be for you! Our Agents gain personal satisfaction and prestige in the community by performing meaningful work to help our clients protect the ones they love and the things they own. With a pay for performance compensation model, Agents have a chance to write their own paycheck with increasing income opportunity as skills and knowledge grow. Superior performance is recognized through awards, prizes, and trips. Benefits: Kemper offers competitive benefits including Group Life Insurance, Major Medical & Dental, Short-term & Long-term disability, 401(k) with company match, Paid Vacation, Employee Stock Purchase Program. Responsibilities: Agents are set up for success by being assigned a territory (called an agency) with an established book of in-force business. Day to day activities: Conducting sales presentations, recommending products, closing sales, and using our Customer Care Sales Model Continuously prospecting for sales opportunities Collecting premiums from policyholders, based on a pre-arranged schedule Responding promptly to policyholder service requests such as beneficiary changes, claims, loans, etc. Appropriately keeping records, accounting for money collected, and processing paperwork Our agents are expected to: Increase the agency size Build strong working relationships with customers Devote whatever time is necessary to fulfill the responsibilities of the position Commit to ongoing development of knowledge and skills Minimum qualifications: Customer service experience The ability to visit customers and prospects door-to-door Must be at least 18 years of age Valid driver's license with 100k/300k auto insurance coverage Dependable vehicle as daily travel is required Ability to pass a background check, motor vehicle report check and drug screening Authorized to work in the United States Preparation: Licensing- We provide assistance and guidance to those who are preparing to sit for licensing exams. Basic Training- New agents complete a basic development program that includes self-study, classroom time, role-play, and extensive fieldwork. On-the-job training allows new agents to earn a paycheck while learning their profession Opportunity is knocking. Don't let it pass you by! Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee. Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.
Posted 30+ days ago
Freeway Insurance Services AmericaChicago, IL
Sign-On Bonus Opportunity of up to $1,000* Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $15 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems - at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh straight year!. With over 800 retail store locations to choose from nationwide, we encourage you to take your career and income potential to new heights! We are proactively looking for bright, talented, and motivated individuals who are goal oriented and excited for career advancement. Come Grow With Us! What You Will Do: As an Insurance Agent you will be responsible primarily for the sale of nonstandard auto insurance to new and existing customers. Solicit new business and maintain current business levels in order to achieve or exceed sales production goals. Expand business by proactively building relationships with existing customers to meet the agreed upon production goals. Accurate accounting of all currency transactions as well as timely delivery of deposits to the bank with scanned documentation in agency management system. Connects very quickly; builds and leverages client relationships. Ability to educate and advise the customer on which products best fit their needs The Perfect Match: Personal Lines or Property and Casualty license preferred (but not required) Bilingual in English and Spanish preferred Sales or customer service experience High School Diploma or GED Ability to build relationships with sales customers Excellent follow-up and multi-tasking skills Ambitious professional motivated by opportunity for advancement Excellent written and verbal communication skills Insurance Sales Insurance Agent Hiring Immediately Freeway Auto Insurance CBU
Posted 30+ days ago
West Monroe Partners, LLCChicago, IL
West Monroe Partners has an opportunity for an Insurance Managing Director. This role entails driving towards achieving the Insurance financial plan, developing new business, managing client relationships, and providing hands-on guidance, direction, and oversight to project teams. The ideal candidate should be passionate about what they do, enjoy working in an entrepreneurial environment, and possess proven and repeatable experience in the Insurance space. Preferred locations are Chicago and New York. Responsibilities: Cultivate new and existing client business development opportunities for the Insurance Practice with a focus on property & casualty companies, brokerages, managing general agents, and InsurTech Significant generation of prospecting/networking activities in the pursuit of new client acquisition and brand awareness Develop key accounts with recurring revenue Actively participate in relevant local business and Insurance industry organizations Exhibit an in-depth understanding of client issues and how to apply the appropriate West Monroe capabilities and offerings to convert identified issues into consulting opportunities and proposals Lead the development of proposals, work plans, pricing estimates, and risk assessments for potential projects Partner with Technology, Operational Excellence, Customer Solutions, and/or product practices to build a multi-disciplinary approach for proposals Effectively partner with other Insurance and/or WM leaders, Business Development and Marketing teams to lead and drive marketing campaigns Collaborate with office and Insurance leadership to grow the Insurance practice in alignment with national Insurance practice goals (headcount, financials, clients). Create effective go-to-market strategies while driving the development/enhancement of West Monroe's Insurance practice methodologies, best practices, and approaches to client delivery Lead, mentor, and grow consultants and actively participate in the performance management process Actively participate in the recruiting process for additional practice managers and consultants Display an entrepreneurial desire and selflessness to give your time, energy, and passion to growing the firms culture and our people both inside and outside of office hours Manage practice financials in accordance with the national Insurance Practice budgets Serve as engagement leadership and quality assurance across a client portfolio Provide value via consulting engagements and sharing of meaningful thought leadership Mentor and manage teams of younger consultants to ensure quality of delivery and to keep projects on time and budget Respond to client requests for immediate issues while also being able to take on the accountability of driving projects to completion; serve as the point of escalation Analyze each client's specific request and determine the underlying issue and recommend appropriate solutions Qualifications: Minimum of 12+ years of hands-on experience leading business and technology strategy projects and experience with complex business systems integration and technology transformation, specifically within property & casualty insurance companies, brokerages, managing general agents, reinsurance, and InsurTech 12+ years of professional services consulting experience preferred; Strong preference for someone who has led a relevant consulting group or practice in the local market in the past 3 years Experience in commercial diligence, direct monetization, and financial revenue transformation for property & casualty brokers preferred Preference for this individual to have technical experience in the following: Salesforce, Databricks, OneStream, Artificial Intelligence, robotic process automation, and / or machine learning Preferred experience with employee benefits An active professional network of relevant executive-level contacts in the local market/region Strong program and project management methodology background, including strategic planning and analysis, schedule, scope, issue and risk management experience, change management highly preferred for this individual to be visible in relevant professional organizations, have published thought leadership, and have an active voice in their local market Strong communication skills and a commitment to inclusion and diversity, and openness to new ideas and perspectives The ability to lead entrepreneurial environments effectively, balancing decision-making with collaboration A strong balance of subject matter expertise and business skills, with a high level of intellectual agility and capacity for original thought A collaborative, disciplined focus with the ability to lead and motivate a team and attract, develop and retain talent A commitment to inclusion and diversity, and openness to new ideas and perspectives Ability to travel frequently to be on-site with clients and in-person with project teams 3 days per week.
Posted 30+ days ago
Kemper Corp.Cullman, AL
Location(s) Cullman, Alabama Details Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Role: Life Insurance Sales Agent Employment Type: Full Time Work Arrangement: Field Role Career and Opportunity: Kemper is a diversified insurance holding company. We are firmly committed to servicing the insurance needs of modest-income families. Our strength lies within our dedication to frequent personal visits with our customers in their homes for premium collection and other service needs. You'll start with a paid license preparation/training period! As an Insurance Sales Agent, you will begin with an already existing book of business and have the exciting opportunity to grow the business through your work and dedication. Are you passionate about serving the under-served? This career could be for you! Our Agents gain personal satisfaction and prestige in the community by performing meaningful work to help our clients protect the ones they love and the things they own. With a pay for performance compensation model, Agents have a chance to write their own paycheck with increasing income opportunity as skills and knowledge grow. Superior performance is recognized through awards, prizes, and trips. Benefits: Kemper offers competitive benefits including Group Life Insurance, Major Medical & Dental, Short-term & Long-term disability, 401(k) with company match, Paid Vacation, Employee Stock Purchase Program. Responsibilities: Agents are set up for success by being assigned a territory (called an agency) with an established book of in-force business. Day to day activities: Conducting sales presentations, recommending products, closing sales, and using our Customer Care Sales Model Continuously prospecting for sales opportunities Collecting premiums from policyholders, based on a pre-arranged schedule Responding promptly to policyholder service requests such as beneficiary changes, claims, loans, etc. Appropriately keeping records, accounting for money collected, and processing paperwork Our agents are expected to: Increase the agency size Build strong working relationships with customers Devote whatever time is necessary to fulfill the responsibilities of the position Commit to ongoing development of knowledge and skills Minimum qualifications: Customer service experience The ability to visit customers and prospects door-to-door Must be at least 18 years of age Valid driver's license with 100k/300k auto insurance coverage Dependable vehicle as daily travel is required Ability to pass a background check, motor vehicle report check and drug screening Authorized to work in the United States Preparation: Licensing- We provide assistance and guidance to those who are preparing to sit for licensing exams. Basic Training- New agents complete a basic development program that includes self-study, classroom time, role-play, and extensive fieldwork. On-the-job training allows new agents to earn a paycheck while learning their profession Opportunity is knocking. Don't let it pass you by! Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee. Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.
Posted 30+ days ago
Kemper Corp.Lynchburg, VA
Location(s) Lynchburg, Virginia Details Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Role: Life Insurance Sales Agent Employment Type:Full-Time Work Arrangement: Field Role Career and Opportunity: Kemper is a diversified insurance holding company. We are firmly committed to servicing the insurance needs of modest-income families. Our strength lies within our dedication to frequent personal visits with our customers in their homes for premium collection and other service needs. You'll start with a paid license preparation/training period! As an Insurance Sales Agent, you will begin with an already existing book of business and have the exciting opportunity to grow the business through your work and dedication. Are you passionate about serving the underserved? This career could be for you! Our Agents gain personal satisfaction and prestige in the community by performing meaningful work to help our clients protect the ones they love and the things they own. With a pay-for-performance compensation model, Agents have a chance to write their own paycheck with increasing income opportunities as skills and knowledge grow. Superior performance is recognized through awards, prizes, and trips. Benefits: Kemper offers competitive benefits, including Group Life Insurance, Major Medical & Dental, Short-term & Long-term disability, 401(k) with company match, Paid Vacation, and Employee Stock Purchase Program. Responsibilities: Agents are set up for success by being assigned a territory (called an agency) with an established book of in-force business. Day-to-day activities: Conducting sales presentations, recommending products, closing sales, and using our Customer Care Sales Model Continuously prospecting for sales opportunities Collecting premiums from policyholders based on a pre-arranged schedule Responding promptly to policyholder service requests such as beneficiary changes, claims, loans, etc. Appropriately keeping records, accounting for money collected, and processing paperwork. Our agents are expected to: Increase the agency size Build strong working relationships with customers Devote whatever time is necessary to fulfill the responsibilities of the position. Commit to ongoing development of knowledge and skills Minimum qualifications: Customer service experience The ability to visit customers and prospects door-to-door Must be at least 18 years of age Valid driver's license with 100k/300k auto insurance coverage Dependable vehicle as daily travel is required Ability to pass a background check, motor vehicle report check, and drug screening Authorized to work in the United States Preparation: Licensing- We provide assistance and guidance to those who are preparing to sit for licensing exams. Basic Training- New agents complete a basic development program that includes self-study, classroom time, role-play, and extensive fieldwork. On-the-job training allows new agents to earn a paycheck while learning their profession. Opportunity is knocking. Don't let it pass you by! Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status, or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee. Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.
Posted 30+ days ago
Kemper Corp.Decatur, GA
Location(s) Decatur, GA Details Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Role: Life Insurance Sales Agent Employment Type: Full Time Work Arrangement: Field Role Career and Opportunity: Kemper is a diversified insurance holding company. We are firmly committed to servicing the insurance needs of modest-income families. Our strength lies within our dedication to frequent personal visits with our customers in their homes for premium collection and other service needs. You'll start with a paid license preparation/training period! As an Insurance Sales Agent, you will begin with an already existing book of business and have the exciting opportunity to grow the business through your work and dedication. Are you passionate about serving the under-served? This career could be for you! Our Agents gain personal satisfaction and prestige in the community by performing meaningful work to help our clients protect the ones they love and the things they own. With a pay for performance compensation model, Agents have a chance to write their own paycheck with increasing income opportunity as skills and knowledge grow. Superior performance is recognized through awards, prizes, and trips. Benefits: Kemper offers competitive benefits including Group Life Insurance, Major Medical & Dental, Short-term & Long-term disability, 401(k) with company match, Paid Vacation, Employee Stock Purchase Program. Responsibilities: Agents are set up for success by being assigned a territory (called an agency) with an established book of in-force business. Day to day activities: Conducting sales presentations, recommending products, closing sales, and using our Customer Care Sales Model Continuously prospecting for sales opportunities Collecting premiums from policyholders, based on a pre-arranged schedule Responding promptly to policyholder service requests such as beneficiary changes, claims, loans, etc. Appropriately keeping records, accounting for money collected, and processing paperwork Our agents are expected to: Increase the agency size Build strong working relationships with customers Devote whatever time is necessary to fulfill the responsibilities of the position Commit to ongoing development of knowledge and skills Minimum qualifications: Customer service experience The ability to visit customers and prospects door-to-door Must be at least 18 years of age Valid driver's license with 100k/300k auto insurance coverage Dependable vehicle as daily travel is required Ability to pass a background check, motor vehicle report check and drug screening Authorized to work in the United States Preparation: Licensing- We provide assistance and guidance to those who are preparing to sit for licensing exams. Basic Training- New agents complete a basic development program that includes self-study, classroom time, role-play, and extensive fieldwork. On-the-job training allows new agents to earn a paycheck while learning their profession Opportunity is knocking. Don't let it pass you by! Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee. Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.
Posted 30+ days ago
PwCJacksonville, FL
Industry/Sector Insurance Specialism Data, Analytics & AI Management Level Senior Associate Job Description & Summary A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. You'll focus on aligning client data strategies to their business strategy. You will assist clients in choosing a platform, defining their data needs and migrating them to a modern cloud data environment using cloud providers such as Azure, Google Cloud Platform, Amazon Web Services, Snowflake, Databricks or Teradata. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 4 year(s) Preferred Qualifications: Certification(s) Preferred: Certification in one of the following cloud platforms- AWS/Azure/GCP Preferred Knowledge/Skills: Demonstrates thorough abilities and/or success in one or many of the following areas: Demonstrating an expertise in developing and implementing data or analytics-driven strategies to drive business growth and optimize decision-making; Defining data management and data/analytics governance strategy and align data initiatives with organizational goals; Conducting data/analytics strategy refresh on a regular basis and managing overall data strategy program success; Delivering strategy and transformation projects; Understanding and experience with modern cloud data architectures and engineering for one or more of the following cloud providers- AWS, Azure, GCP; Implementing cloud data architecture and data integration patterns for one or more of the cloud providers (AWS Glue, Azure Data Factory, Event Hub, Databricks, etc.), storage and processing (Redshift, Azure Synapse, BigQuery, Snowflake); Infrastructure as code (CloudFormation, Terraform); Understanding and thorough knowledge of Data Warehousing concepts (normalization, OLAP, OLTP, Vault data model, graphs, star & snowflake schemas); Applying knowledge and work experience in Big data engineering (Hadoop, Spark, Scala, Kafka) and ETL/ELT pipeline development (tools: IICS/AWS Glue/SAP BODS/Matillion/DBT/Abinitio/SSIS/SnapLogic); preferable in P&C/L&A Insurance data warehouse; Developing file and object-based storage solutions using Azure ADLS 2.0 or AWS S3; Applying knowledge in SQL, report generation using visualization tools such as Tableau/Power BI/Cognos, programming using Python/Spark; Designing and developing advanced analytics solutions, AI/ML models, and operationalizing based on ML Ops process; Understanding of enterprise data concepts such as Master Data Management Data Governance and Enterprise Data Warehouse; Applying leading practices in supporting high availability, scalable, process and storage intensive solutions architectures to data integration/migration, analytics and insights, AI and ML requirements; Understanding and familiarity of one or more is a big plus- CI/CD, cloud devops, containers (Kubernetes/Docker, etc.); Understanding of insurance data, underlying KPIs and how they are used; and, Demonstrating prior P&C/L&A Insurance industry experience. Demonstrates thorough abilities with, and/or a proven record of success directing efforts in the following areas: Demonstrating prior Big 4 or proven consulting experience in strategy through execution projects; Working closely with business stakeholders to capture and document business objectives/requirements, ability to translate business and technology objectives to next generation cloud, digital and technology solution architectures; Understanding how the application of analytical techniques correlated to business value and being able to select the appropriate analytical techniques for the problem at hand; Willing to learn and apply modern, cloud-based technology skills, ability to research emerging trends, analyst publications, and adoption of modern technologies in solution architectures; Understanding personal and team roles, contributing to a positive working environment by building proven relationships with team members, proactively seeking guidance, clarification and feedback; Prioritizing and handling multiple tasks, researching and analyzing pertinent client, industry and technical matters, utilizing problem-solving skills, and communicating cogently in written and verbal formats to various audiences (including various levels of management and external clients) in a professional business environment; and, Demonstrating leadership experience, including providing coaching, feedback and guidance on work performance. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $77,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
Posted 30+ days ago
Freeway Insurance Services AmericaIndio, CA
Pay Range: $60000 - $150000 / year Sign-On Bonus Opportunity of up to $4,000* Our Perks & Benefits: Unlimited/uncapped commission - your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling - we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement - up to $15/month for gym memberships Employee Assistance Program - confidential support for personal or professional challenges at no cost Extra Perks - optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness, accident insurance, and even pet insurance Our Company: Confie and its family of companies - Freeway, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States. We have been ranked the #1 Personal Lines Leader by the Insurance Journal for eight consecutive years! With more than 800 retail locations nationwide, we are committed to helping our employees take their careers and income potential to new heights. We are proactively looking for bright, motivated, and goal-oriented individuals who are excited about career advancement. Come Grow With Us! What You Will Do: As an Insurance Agent, your primary responsibility will be selling nonstandard auto insurance to new and existing customers. You will also have opportunities to grow your earnings by offering additional products such as homeowners insurance and, when applicable, health insurance. This role gives you the chance to build lasting relationships, expand your expertise, and be rewarded for your success. Drive Growth: Solicit new business while maintaining strong relationships with current customers to achieve or exceed sales production goals. Build Relationships: Proactively connect with customers, understand their needs, and expand business opportunities by offering auto, homeowners, or health insurance solutions. Ensure Accuracy: Maintain accurate records of all transactions, including timely deposits and documentation in the agency management system. Be a Trusted Advisor: Quickly establish rapport with clients and provide expert guidance to help them choose the insurance product that best fits their needs. The Perfect Match: A Personal Lines or Property and Casualty license (preferred, but not required - we'll support you in obtaining one) Bilingual skills in English and Spanish (a strong plus) Experience in sales or customer service and a passion for helping people A High School Diploma or GED Strong ability to build customer relationships and earn trust Excellent follow-up, organization, and multi-tasking skills An ambitious, motivated attitude with a desire for growth and advancement Strong written and verbal communication skills Insurance Sales Insurance Agent Hiring Immediately Acceptance Insurance Freeway Auto Insurance WBU
Posted 1 week ago
Kemper Corp.Troy, AL
Location(s) Troy, Alabama Details Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Role: Life Insurance Sales Agent Employment Type: Full Time Work Arrangement: Field Role Career and Opportunity: Kemper is a diversified insurance holding company. We are firmly committed to servicing the insurance needs of modest-income families. Our strength lies within our dedication to frequent personal visits with our customers in their homes for premium collection and other service needs. You'll start with a paid license preparation/training period! As an Insurance Sales Agent, you will begin with an already existing book of business and have the exciting opportunity to grow the business through your work and dedication. Are you passionate about serving the under-served? This career could be for you! Our Agents gain personal satisfaction and prestige in the community by performing meaningful work to help our clients protect the ones they love and the things they own. With a pay for performance compensation model, Agents have a chance to write their own paycheck with increasing income opportunity as skills and knowledge grow. Superior performance is recognized through awards, prizes, and trips. Benefits: Kemper offers competitive benefits including Group Life Insurance, Major Medical & Dental, Short-term & Long-term disability, 401(k) with company match, Paid Vacation, Employee Stock Purchase Program. Responsibilities: Agents are set up for success by being assigned a territory (called an agency) with an established book of in-force business. Day to day activities: Conducting sales presentations, recommending products, closing sales, and using our Customer Care Sales Model Continuously prospecting for sales opportunities Collecting premiums from policyholders, based on a pre-arranged schedule Responding promptly to policyholder service requests such as beneficiary changes, claims, loans, etc. Appropriately keeping records, accounting for money collected, and processing paperwork Our agents are expected to: Increase the agency size Build strong working relationships with customers Devote whatever time is necessary to fulfill the responsibilities of the position Commit to ongoing development of knowledge and skills Minimum qualifications: Customer service experience The ability to visit customers and prospects door-to-door Must be at least 18 years of age Valid driver's license with 100k/300k auto insurance coverage Dependable vehicle as daily travel is required Ability to pass a background check, motor vehicle report check and drug screening Authorized to work in the United States Preparation: Licensing- We provide assistance and guidance to those who are preparing to sit for licensing exams. Basic Training- New agents complete a basic development program that includes self-study, classroom time, role-play, and extensive fieldwork. On-the-job training allows new agents to earn a paycheck while learning their profession Opportunity is knocking. Don't let it pass you by! Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee. Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.
Posted 30+ days ago
Kemper Corp.Mcallen, TX
Location(s) McAllen, Texas Details Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Role: Life Insurance Sales Agent Employment Type: Full Time Work Arrangement: Field Role Career and Opportunity: Kemper is a diversified insurance holding company. We are firmly committed to servicing the insurance needs of modest-income families. Our strength lies within our dedication to frequent personal visits with our customers in their homes for premium collection and other service needs. You'll start with a paid license preparation/training period! As an Insurance Sales Agent, you will begin with an already existing book of business and have the exciting opportunity to grow the business through your work and dedication. Are you passionate about serving the under-served? This career could be for you! Our Agents gain personal satisfaction and prestige in the community by performing meaningful work to help our clients protect the ones they love and the things they own. With a pay for performance compensation model, Agents have a chance to write their own paycheck with increasing income opportunity as skills and knowledge grow. Superior performance is recognized through awards, prizes, and trips. Benefits: Kemper offers competitive benefits including Group Life Insurance, Major Medical & Dental, Short-term & Long-term disability, 401(k) with company match, Paid Vacation, Employee Stock Purchase Program. Responsibilities: Agents are set up for success by being assigned a territory (called an agency) with an established book of in-force business. Day to day activities: Conducting sales presentations, recommending products, closing sales, and using our Customer Care Sales Model Continuously prospecting for sales opportunities Collecting premiums from policyholders, based on a pre-arranged schedule Responding promptly to policyholder service requests such as beneficiary changes, claims, loans, etc. Appropriately keeping records, accounting for money collected, and processing paperwork Our agents are expected to: Increase the agency size Build strong working relationships with customers Devote whatever time is necessary to fulfill the responsibilities of the position Commit to ongoing development of knowledge and skills Minimum qualifications: Customer service experience The ability to visit customers and prospects door-to-door Must be at least 18 years of age Valid driver's license with 100k/300k auto insurance coverage Dependable vehicle as daily travel is required Ability to pass a background check, motor vehicle report check and drug screening Authorized to work in the United States Preparation: Licensing- We provide assistance and guidance to those who are preparing to sit for licensing exams. Basic Training- New agents complete a basic development program that includes self-study, classroom time, role-play, and extensive fieldwork. On-the-job training allows new agents to earn a paycheck while learning their profession Opportunity is knocking. Don't let it pass you by! Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee. Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.
Posted 30+ days ago
Commercial Insurance Account Manager
AcrisureOregon, OH
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Job Description
Job Description
Job Description
Acrisure is hiring a commercial insurance account manager
We're the fastest-growing insurance brokerage firm in the U.S. with over 600 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services, and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.
Providing our clients with an excellent customer service experience is very important to us. Our Account Managers are responsible for delivering fast, friendly, and accurate service for our producers and clients.
Coordinating proactive service on renewals, policy delivery, and daily service requests, while adhering to our department policies, workflows and procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who are able to identify and seek out opportunities to enhance the experience of clients and fellow team members.
Essential Duties and Responsibilities:
Promptly field and address client service calls and emails
Manage home screen activities using the day of the week schedule with fewer than 25 activities on the screen daily
Maintain a clean email box (fewer than 25 emails daily, sent emails are to be deleted once attached in EPIC and emails are not to be stored in folders)
Communicate with clients and producers to obtain information for renewals, endorsements, claims, billing questions, payment arrangements, audits, certificates, cancellations, reinstatements, etc., responding the same day
Utilize resources provided (Associate Account Manager and Account Coordinator teams) to request, obtain, process, and deliver many of the requests listed above
Set up policy change activities in EPIC
Renew policies in EPIC once coverage has been bound
Create, maintain, and renew master certificate and evidence of insurance templates in CSR24, pull and attach certificate AI forms using our specific labeling standards and provide renewal certificate instructions to the cert team
Utilize Indio for all renewals
Welcome new business clients to Acrisure via telephone and email introductions
Market renewals as needed and handle the placement of rewrites/round outs upon client request or underwriting need by submitting complete, attractive "top of the stack" applications to insurance companies for quotes
Large-sized (over $10k in revenue) accounts: Prepare coverage comparisons, premium allocations, layer diagrams, and other high-level documents for clients and producers, using specified templates
Large-sized accounts: Coordinate with the producer on marketing strategy 120 days before expiration and provide the renewal presentation (including RPC) to the producer 30 days before expiration for delivery to the insured
Middle-sized accounts: present the renewal to the insured 30 days before the expiration
Bind coverage with carriers, providing subjectivities to them at the time of bind
Complete all tasks in all activities assigned
Review and manage discrepancies between issued insurance policies when they come in different from quotes/proposals delivered to clients
Process and deliver new and renewal insurance policies within 30 days of effective date
Connect with client to review and identify coverage changes, enhancements, round out & referral opportunities
Document EPIC activities with all pertinent coverage communications with the client or insurance companies (or any other third party) and attach all correspondence according to Acrisure standards
Attend insurance company/vendor meetings, trainings, and functions to become familiar with their products and services
Setup and maintain documents for Instant Access (client service portal)
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Competencies:
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 essential functions.
Active Listening (giving full attention to what other people are saying, taking time to understand the points being made and asking appropriate questions)
Professional correspondence (clear, concise, and without errors) with internal and external to obtain or provide information
Speaking (conveying information clearly and effectively) and Group Presentation
Appropriate Communication - the ability to make wise decisions related to what, who, and how to communicate when dealing with confidential or sensitive situations
Writing (considering the style of the recipient when drafting letters, emails, PowerPoint presentations, etc.; using proper spelling, grammar, and punctuation is important)
Critical Thinking (using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems)
Time Management (managing one's own time and respecting the time of others)
Prompt response to all email and voicemail correspondence
Document EPIC using clear, concise wording/notes, such that if another person were to go into an activity, they would easily know what had happened and what needs to happen next, thus providing seamless concierge service to our internal and external clients.
Education and/or Experience:
Minimum of a High School Diploma
Valid CA Property/Casualty license or ability to obtain
Three+ years of experience in commercial lines
Insurance designation (preferred but not required)
Technology Skills:
PC Computer (including strong typing skills)
EPIC Agency Management System
Microsoft Word, Outlook, including Quick Parts, Excel
Microsoft Internet Explorer/Chrome/Firefox/Edge
Company online rating/service sites
Other Qualifications:
Honest and ethical behavior
Persistence in the face of obstacles
Cooperation (job requires being pleasant with others on the job and displaying a good, cooperative attitude)
Self-control (must be able to maintain composure, keeping emotions in check, controlling anger, avoiding aggressive behavior, even in difficult situations)
Dependability (reliable and responsible in keeping commitments, even after the mood the commitment was made in may have passed)
Initiative (willing to take on responsibilities and challenges)
Stress Tolerance (accepting criticism and dealing calmly and effectively in high-stress situations)
Achievement/Effort (establish and maintain personal career objectives and exert effort toward mastering tasks)
Independence (while we have division procedures, daily work is guided by oneself with little supervision; we are responsible for our results)
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Moderate stress due to regular deadlines and daily challenges
High finger dexterity while typing documents and forms
Occasionally lift up to 20lbs
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Hybrid office position
Majority of time spent sitting
High level of contact with others via email, phone, Teams/Zoom (online, camera facing, business work attire required)
Occasional meetings with clients, carrier visits/events & team members
The base salary range for this position is $55,000 - $90,000 annually. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
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Pay Details:
The base compensation range for this position is $55,000 - $90,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.
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