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F logo
Freeway Insurance Services AmericaHouston, TX

$12 - $18 / hour

Sign-On Bonus Opportunity of up to $1,000* Pay Range: $12 - $18 / 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 As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie's use of these computer systems should contact Human Resources at employeerelations@confie.com CBU

Posted 1 week ago

E logo
Edgewood Partners Insurance Center5909 Peachtree Dunwoody Rd Bldg D Ste 800, Atlanta, GA

$80,000 - $100,000 / year

Location: Atlanta, GA - Hybrid, 2 days in office Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: We are excited to offer an exceptional opportunity for an experienced product, planning and design expert in the Life Insurance profession. This professional will advise our clients on the best options. Our clients include RIAs, BD's, P&C and Employee Benefit professionals, CPA and Law Firms, private equity firms, high and ultra-high-net-worth individuals and corporations all counting on us to provide world class solutions and experience within the insurance space. You will design, implement and analyze effective strategies that align with our clients' goals. This position is a role in strategy and execution, including development, positioning and creativity. As a successful team member, you will be responsible for assisting in developing strategies, planning and coordinating efforts, communicating plans to those involved, and building awareness and positioning. What to expect: We have a professional fast-paced environment, and our service is the key to our success. Because of the dynamics in the risk consulting and insurance industry. Our firm has become one of the largest, attaining a top spot amongst all insurance brokerage firms in the US across risk consulting/insurance brokerage services. Opportunity to grow and learn are in abundance and we look forward to adding you to our team of professionals! Position Responsibilities Support key external and internal clients Client Consultation: Conduct consultations with clients to understand their needs, goals, and risk tolerance. Analysis: Analyze various life insurance policies to determine the best fit for clients' financial plans. Recommendations: Provide tailored recommendations on life insurance policies that align with clients' objectives. Education: Educate clients on the benefits and features of life insurance solutions. Compliance: Ensure all recommendations and transactions comply with regulatory requirements and company policies. Collaboration: Work closely with advisors and other team members to integrate life insurance solutions into comprehensive financial plans. Market Research: Stay up-to-date with industry trends, product developments, and regulatory changes. Preparation for client meetings, including paperwork, and preparing materials Work proactively in all facets of the role, consistently seeking out new opportunities Proactively work with and respond to clients professionally. Desired Skills and Experience Requirements Minimum 5+ years experience in insurance and financial services. Bachelor's Degree or equivalent work experience Highly analytical with strong problem-solving skills Highly customer-focused with the ability to think strategically and provide a clear vision that promotes team collaboration Adept at excelling in a fast-paced environment with changing business priorities and technological needs Comprehensive understanding of the life insurance industry and individual life products, including UL, IUL, VUL, Term, WL and the necessary product illustration systems. Life, Health, FINRA Series 6 or 7 and Series 63 (a plus or obtain within 90 days). Expertise within Winflex, Carrier Software, Ensight, any other systems. Ability to maintain a high level of confidentiality Enthusiastic and positive approach to problem-solving and client service Proven track record with cross-training, task-sharing and mutually supportive teamwork Must be able to innovative, pro-actively manage time and follow through to complete tasks Proven experience working in client support, relationship management within the financial services industry Advanced computer skills and proficiency in Microsoft Office products and CRM Highly organized and project management skills required; ability to shift and reorganize in order to accommodate change Ability to prioritize workflow and requests for deliverables based on stated needs of advisor and client relationships and their meaningfulness and impact to the success of the business unit. Ability to portray confidence, persuasiveness, and credibility over the phone, in virtual meetings and potentially in person. COMPENSATION: The national average salary for this role is $80 000.00 - $100 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back- Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants- View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TM1 #LI-Hybrid

Posted 30+ days ago

R logo
RLI Corp.Tempe, AZ

$99,095 - $141,706 / year

About Us We're not like other insurance companies. From our specialty products to our business model, our culture to our results - we're different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn't just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us. RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar - a testament to our culture and validation of our reputation as an excellent underwriting company. Position Purpose Under general management, coordinates a cross-functional Agile development team utilizing the principles and tools of the Scrum Framework. They possess expertise in multiple areas of operation and help to oversee the scrum and development team by being knowledgeable in Agile methodology and Scrum and educating others. Principal Duties and Responsibilities Help the product owner and development team achieve customer satisfaction. Lead the scrum and development teams in self-organization. Remove impediments and coach the scrum team on removing impediments. Help the scrum and development teams to identify and fill in blanks in the Agile framework. Resolve conflicts and issues that occur, and identify and manage the backlog. Help the scrum team achieve higher levels of scrum maturity. Support the product owner and provide education where needed. Act as a liaison between the business units and technology and support teams. Serves as a primary contact for interactions with parties external to RLI, for defining requirements and the execution of project plans. Education & Experience Typically requires a bachelor's degree in an computer science, computer information systems, business administration 6+ years of related experience leading/managing teams or project delivery [OR] equivalent level of education and experience Certified Scrum Master (CSM) certification is a plus Knowledge, Skills, and Competencies Familiar with project management and SDLC methodologies. Ability to use analytical methods in business processes to find workable solutions. Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts. Ability to generate complex solutions within the IT department. Familiarity with project delivery methodologies such as Agile and Waterfall. A data and analytical background and experience working on insurance-related products is preferred. Compensation Overview The base salary range for the position is listed below. Please note that the base salary is only one component of our robust total rewards package at RLI. The salary offered will take into account a number of factors including, but not limited to, geographic location, experience, scope & responsibilities of the role, qualifications/credentials, talent availability & specialization, as well as business needs. The below range may be modified in the future. Base Pay Range $99,095.00 - $141,706.00 Total Rewards At RLI, we're all owners. We hire the best and the brightest employees and allow them to share in the company's success through our Total Rewards. With the Employee Stock Ownership plan at its core, the Total Rewards program includes all compensation, benefits and perks that come with being an RLI employee. Financial Incentives Annual bonus plans Employee stock ownership plan (ESOP) 401(k) - automatic 3% company contribution Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings) Work & Life Paid time off (PTO) and holidays Paid volunteer time off (VTO) to support our communities Parental and family care leave Flexible & hybrid work arrangements Fitness center discounts and free virtual fitness platform Employee assistance program Health & Wellness Comprehensive medical, dental and vision benefits Flexible spending and health savings accounts 2x base salary for group life and AD&D insurance Voluntary life, critical illness, & accident insurance for purchase Short-term and long-term disability benefits Personal & Professional Growth RLI encourages its employees to pursue professional development work in insurance and job-related areas. We make a commitment to employees to provide educational opportunities that help them enhance their skills and further their career advancement. RLI fosters a true learning culture and encourages professional growth through insurance courses, in-house training and other educational programs. RLI covers the cost for most programs and employees typically earn a bonus upon successful completion of approved courses and certifications. Our personal and professional growth benefits include: Training & certification opportunities Tuition reimbursement Education bonuses Diversity & Inclusion Our goal is to attract, develop and retain the best employee talent from diverse backgrounds while promoting an environment where all viewpoints are valued and individuals feel respected, are treated fairly, and have an opportunity to excel in their chosen careers. We actively support, and participate in, initiatives led by the American Property Casualty Insurance Association that aim to increase diversity in the insurance industry. Cultivating an exceptional and diverse workforce to deliver excellent customer service reinforces our culture and is a key to achieving superior business results. RLI is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.

Posted 30+ days ago

Country Financial logo
Country FinancialVancouver, WA
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 30+ days ago

Brown & Brown, INC. logo
Brown & Brown, INC.Rochester, NY

$60,000 - $120,000 / year

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Commercial Lines Sales Executive to join our growing team in Rochester, NY! The Commercial Lines Sales Executive is responsible for driving new business growth within the commercial insurance sector by identifying and securing new client accounts. This role involves building and maintaining strong relationships with clients, understanding their unique insurance needs, and providing tailored solutions that align with their business goals. The ideal candidate will possess a deep knowledge of commercial insurance products, excellent communication skills, and a proactive approach to client engagement. How You Will Contribute: Responsible for the development and successful acquisition of new business revenue from new and existing clients. Prospect sectors or market areas by identifying business needs and proposing company products and services. Obtain prospects and actively pursue and create interest by telephone calls, writing letters, or making personal visits. Maintain currency and further develop expertise in declared sector or market area by networking and participating in professional development activities. Identify areas for continuous improvement and implement initiatives to increase cost savings, efficiency, or effectiveness. Develop and promote strong relationships with prospects and clients Achieve pre-determined sales goals Licenses and Certifications: Property & Casualty License Skills & Experience to Be Successful: 5+ years of successful Commercial Insurance sales experience Proficient knowledge in Microsoft Windows Suite Ability to daytime travel (60%) This position requires routine or periodic travel which may require the team members to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position. Pay Range $60,000 - $120,000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".

Posted 30+ days ago

K logo
Kyo CareConcord, CA

$20 - $22 / hour

Kyo is a leading provider of therapy for individuals with autism. Our core service is Applied Behavior Analysis (ABA) therapy, a clinically proven form of therapy for autism. We serve thousands of families across eleven states and are growing rapidly to meet the need for services. Each day, our team seeks to make every moment count for our clients and for each other. Kyo's innovative and effective Administrative team works together to ensure the best possible experience for Kyo's current and future clients and teammates. We are seeking a part time (25 hrs/week) or full-time (40 hrs/week) Billing and Insurance AR Specialist to join our Revenue team. Please note, this position is in office Monday-Friday. Pay range: $20-$22 DOE RESPONSIBILITIES MAY INCLUDE, BUT ARE NOT LIMITED TO: Complete commercial and medical billing in an accurate and timely manner Contact insurance companies regarding denied claims Send appeals to insurance companies with appropriate documentation Contact insurance companies and patients with questions related to billing, contracting and credentialing Assist with other duties in the Revenue and Contracting department, including: financial analysis, copayments, payables, payment posting, reconciliation SKILLS AND QUALIFICATIONS: Associate's degree required; Bachelor's degree preferred or equivalent combination of education and experience 2+ years of experience in medical billing, credentialing or related field Understanding of finance fundamentals Demonstrated proficiency with productivity software (Microsoft Office or GSuite) Ability to work independently and as part of a team Experience with HIPAA and compliance-sensitive environments Strong multitasking, problem-solving, and prioritization skills in a fast-paced environment PHYSICAL REQUIREMENTS: Ability to sit and use a computer for extended periods Manual dexterity for computer use and documentation Ability to see and read documents in English, including handbooks, training materials, and procedure guides Why Join Kyo? Competitive compensation and opportunities for professional growth Paid vacation and holidays 401(k) retirement plan Comprehensive medical, dental, vision, and life insurance Cell phone stipend Employee Assistance Program (EAP) Supportive, collaborative team culture A mission-driven organization dedicated to improving lives To learn more about Kyo and the amazing work we do, please visit our website: www.kyocare.com

Posted 30+ days ago

Servicemaster Restore logo
Servicemaster RestoreLaguna Hills, CA
ServiceMaster Advanced Restoration is hiring a Sales Account Rep! Position Overview Manages relationships with current customers and referral sources. Prospects for additional revenue opportunities. Job Responsibilities Contacts customers before and after service is performed to ensure satisfaction and develop additional prospects Prospects and develops new sales leads in assigned verticals Create, manage, and maintain key relationships with insurance agents, adjusters' other key relationships Continually builds product knowledge and refines sales techniques for specific relationship types and verticals Prepares documents for job file reviews with current and prospective clients Documents and reports on key referral-source relationships weekly and monthly Participates in collections efforts with non-residential customers when necessary Resolves issues with customers Specific Responsibilities: Achieving revenue and margin goals. Ability to reach decision-makers and intensely focus on turning leads into accounts and sales. Identifying and calling on potential new customers. Creating value propositions that meet the customer's needs. Developing ongoing customer relationships. Create a relationship and promote our commercial and residential services to Insurance Adjusters, Insurance Agents, Plumbing Companies, Home Inspector's, etc. so that they will recommend our company to their clients, and within their own networks. Analyze the market and identify viable target clients in managed property, education, government, hospitality, healthcare, and retail sectors in the Orange County market. Pursue and cultivate strong professional relationships with our referral sources and trade partners. Develop sales strategies and help develop sales presentation materials. Deliver effective sales presentations in person. Professionally conduct meetings with clients. Maintain up-to-date knowledge of all products and services and stay current with market trends. Join our GROWING Team and Enjoy: Uncapped commission potential Reimbursement of applicable business-related expenses Health benefits Paid vacation, holidays, sick pay Company cell phone or allowance Company vehicle or allowance On-target earnings are expected to exceed $115k per year.

Posted 30+ days ago

Acrisure logo
AcrisureRoseville, CA

$55,000 - $90,000 / year

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 30+ days ago

Shelter Insurance logo
Shelter InsuranceGalion, OH
A company built to serve you. It's your career, Shelter it! We are seeking an exceptional entrepreneur to make a difference in Galion, OH and become our newest Shelter Insurance Agent. Do you have a desire to meet new people, develop new contacts, and become known in your community? Are you passionate about serving your community? Do you want to grow your sales, business, and networking skills to new heights? Would you like to do what you love and love what you do? Do you have a desire to control your own income? Have you wanted to start you own business but extreme start-up costs stopped you in your tracks? If you answered "yes" to these questions, then you owe it to yourself to learn more about becoming a Shelter Insurance Agent. At Shelter, we do not require a previous background in the insurance industry. While the experience is a plus, it is far from a necessity. Around half of our new Shelter Agents have never worked in insurance; our agents have backgrounds ranging from real estate and retail sales to education and coaching. What is required? A motivated attitude, an entrepreneurial spirit, and skilled capacity for effectively communicating with clients in a sales atmosphere. While some sales experience & a degree with general business courses is helpful, our mix of in-house and virtual new agent training schools, paired with continuing industry education courses, helps you build the foundation necessary to launch your agency. At Shelter we do not require prospective agents to have capital/assets on hand to be considered for an agency. We do not "sell" agencies and Shelter does not "loan" money to agents to begin their business. We provide the opportunity. The only expectations are that you meet sufficient sales requirements and core business proficiencies. If you are no longer a Shelter agent for any reason, your financial responsibilities are limited to any unsatisfied bills owed through your departure. This could include advertising contracts, telephone bills, and utilities. A true business owner's mindset is required to succeed! While developing prospects and selling Shelter products in your agency will be your main focus, you may also have the opportunity to bring on staff to help you perform general administrative duties and improve your sales. If you possess a strong desire to be a business owner, a vigorous passion for helping people, and a desire to work for a company that strives to be a leader in its communities, then take the first steps to explore a partnership with Shelter Insurance Companies. Shelter has one of the top new-agent programs in the entire insurance industry, and if you are committed to hard work, we can help you launch your insurance sales career. Shelter Agents receive a tremendous amount of support as they build their business: Support to Launch Your Career Unlimited New Commissions Lucrative Bonus & Incentive Opportunities Exceptional Contract Benefits Professional Sales Training Subsidies & Office Staff Reimbursement, if applicable Computer & Technology Support Shelter has a purpose driven culture that centers on: Being a Leader in and Giving Back to Our Communities Diversity & Inclusion Financial Strength & Stability Our agents are achieving an unprecedented level of personal growth, career fulfillment and financial success. Take the first step towards operating your own Shelter Insurance Agency today! Applicants must be eligible to work in the United States. No relocation compensation. If interested, please apply by:

Posted 30+ days ago

Marsh & McLennan Companies, Inc. logo
Marsh & McLennan Companies, Inc.Overland Park, KS
Client Executive - Business Insurance 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 9,000 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 an Client Executive at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 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). A day in the life. As an Client Executive in our Business Insurance Department, you will work with your clients to build and maintain relationships based on a foundation of trust and accountability, consulting in collaboration with the sales team to provide risk management services tailored to each client's unique needs and situations. You will demonstrate strong knowledge of insurance products, coverage options, and risk management principles. This position requires in-person interaction with clients, producers, and in-office service teams, while also allowing for hybrid flexibility when needed. The ideal candidate will display a high degree of professionalism and commitment to teamwork, customer service, and collaboration in line with our organizational mission and values to drive our strategic initiatives and achieve business objectives. Our future colleague. We'd love to meet you if your professional track record includes these skills: High school diploma or general education degree 8-10 years' experience and/or training in insurance industry; experience with commercial lines rating systems 5-8 years managing relationships including face-to-face client experience. These additional qualifications are a plus, but not required to apply: Some college or higher education 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: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work 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 LinkedIn, Facebook, Instagram, and Twitter to meet our colleagues and see what makes us tick. 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. #MMAUMW #LI-Hybrid #MMABI

Posted 3 weeks ago

Zayo Group logo
Zayo GroupDenver 1401 Wynkoop, CO

$75,000 - $90,000 / year

Company Description Zayo provides mission-critical bandwidth to the world's most impactful companies, fueling the innovations that are transforming our society. Zayo's 141,000-mile network in North America and Europe includes extensive metro connectivity to thousands of buildings and data centers. Zayo's communications infrastructure solutions include dark fiber, private data networks, wavelengths, Ethernet, and dedicated Internet access. Zayo serves wireless and wireline carriers, media, tech, content, finance, healthcare and other large enterprises. Zayo is seeking a detail-oriented Insurance Program Risk Analyst to join our Legal team where you'll get to support Zayo's risk management strategy and administer Zayo's corporate insurance program. We're open to this position working in a hybrid capacity out of our Denver headquarters (1401 Wynkoop St). More about what you'll get to do: Assist in the coordination, renewal, and placement of all corporate insurance policies (e.g., property, casualty, auto, workers' comp, general liability, D&O, cybersecurity, Etc.) Gather underwriting data and maintain insurance policy files, certificates, endorsements, and coverage summaries. Collaborate with brokers and insurers to ensure appropriate coverage. Monitor policy limits, deductibles, and coverage terms to ensure compliance with contractual and business requirements. Review contracts and recommend appropriate types and levels of insurance coverage. Develop a budget for corporate insurance policies. Support annual insurance audits and respond to requests for information. Prepare regular reports on claims activity, insurance costs, and loss trends for management. Support the development and implementation of risk control initiatives. Collaborate with Corporate Legal Team on other projects and legal administration. Support policy development and compliance monitoring activities. Process invoices related to insurance expenses. Review insurer coverage letters and assist in claims handling. What you need: Bachelor's degree in Business, Finance, Legal Studies, Risk Management, or a related field. Minimum of two (2) years of experience in risk management, insurance administration, compliance, audit, or related function (preferably within legal, financial services, or corporate environments). Strong knowledge of insurance principles, policy types, and claims processes. Strong analytical and problem-solving skills with attention to detail. Excellent communication skills, both written and verbal. Proficiency in Excel, Microsoft 365 and other data analysis/reporting tools. Ability to handle confidential information with integrity. Proactive mindset with strong critical thinking and organizational skills. Experience collaborating cross-functionally in fast-paced environments. Estimated base salary range: $75,000 - $90,000 USD/annually #LI-AW1 #Hybrid The base pay range shown is a guideline and reasonable estimate for this role. It takes into account the wide variety of factors that are considered in making compensation decisions. Actual compensation offered may vary from the posted range based upon geographic location, work experience, skill level, certifications, and other business and organizational needs. Non- sales roles may be eligible to participate in a discretionary annual incentive plan. Sales roles may be eligible to participate in a sales incentive plan. Additionally, this position may be eligible for certain benefits, such as health insurance, life insurance, disability retirement plans, paid time off. The posting will be active for a minimum of 3 days. The active posting will continue to extend by 3 days until the position is filled. Benefits, Rewards & Wellness Excellent Health, Dental & Vision Insurance Retirement 401(k) Savings Plan Generous paid time off policy including paid parental leave Zayo provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, provincial or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Posted 30+ days ago

Covr Financial Technologies logo
Covr Financial TechnologiesDaly City, CA
CA - VP, Regional Insurance Consultant REPORTS TO: Chief Revenue Officer DEPARTMENT: Sales, National Sales Team FLSA STATUS: Exempt WORK SCHEDULE: M-F, hours subject to territory TRAVEL: Up to 10% COMPENSATION: starting base salary $72,000 plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: VP, Regional Insurance Consultant LOCATION: This position is located remotely in CA COMPANY OVERVIEW: Covr is listed as one of Forbes' Top 500 Startup Companies of 2021! Covr Technologies is a leading, InsurTech venture capital-backed company, focused on using technology to simplify the buying process for life insurance and related products. As an innovator in a rapidly evolving industry, Covr is a technology-driven company that provides a simpler way for people to protect what matters most. Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides the capability to research, compare and buy life insurance from top providers, fully online and within minutes. Our employees enjoy a casual dress code, flexible hours and progressive work environment. We have a strong culture based on our core values: Client First, Integrity, Keep It Simple, and Fun! JOB SUMMARY: Our team is growing and we're adding to our sales team! This role is a perfect opportunity for someone that is wanting to get off the road and work virtually out of their CA home office. This role is responsible for providing exceptional service to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible for managing and building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks, advisory firms and other financial institutions. Expected to be highly driven, courteous, responsive, and professional in helping advisors with identifying opportunities for life, long-term care, and disability insurance. Provide virtual point-of-sales assistance. Be well versed in core sales concepts, underwriting, product specifications, and general Covr processes as it relates to all types of life insurance. This individual will be a member of Covr's team which includes an internal partners, assigned Case Manager, as well as access to Covr's Director of Underwriting, Director of Long-Term Care and Advanced Planning Team. ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES: Advises financial advisors on sales concepts, insurance products, and underwriting. Responsible for developing business plans that achieve and exceed sales targets for assigned territory. Builds and maintains strong relationships with Financial Advisors in order to achieve sales targets. Partners closely with account management in order to advance sales within region. Continuously analyzes data within ones territory to assess market changes or trends, personnel changes or relationship needs, and revises business plan (visits, trainings, etc) accordingly. Serves as the initial contact for problem resolution. Researches and/or elevates issues to solve problems. Leverages the Company's expertise by working effectively with areas such as Product Management, Advanced Sales, etc. Guides financial advisors on the use of the Covr digital insurance platform. Provides insurance quotes and case design to financial advisors and their clients for life insurance, disability income and asset based long term care Well versed in core life and long-term care insurance strategies and familiar with the solutions available in the marketplace from various insurance carriers Comfortable with SalesForce or other CRM as a tool to help run an efficient practice Performs other projects and tasks as assigned. JOB SPECIFICATION/QUALIFICATIONS: Required Education and Experience: Bachelor's degree or equivalent work-related experience Experience with field underwriting, and product niches Familiarity in life insurance, long term care, disability income, and case design Life and health insurance licensed with a minimum of 5+ years of life insurance sales experience Minimum Series 6 and 63 required Knowledge and Skills: Knowledge of numerous carriers and different product lines a required Persistent marketer with proven track record of high performance/activity Demonstrated ability to accomplish multiple tasks simultaneously in a fast-paced environment Excellent attention to detail and ability to multi-task without losing focus Excellent verbal communication skills with ability to build phone-based relationship Familiar with general concepts of the financial planning and life insurance industries Strong organizational and time management skills Ability to work independently and exercise good judgment with professional and technical fortitude Strong work ethic and high level of personal integrity and accountability BENEFITS PACKAGE: We offer a competitive benefits package: Annual Base Salary $72,000 with competitive commission bonus structure Paid Time Off (PTO): 3 weeks to start increasing with years of service Paid holiday's- 11 days! NEW - Summer Hours Program Medical, Dental and Vision- 11 options to choose from for all full-time employees, 2 plans zero premium others 85% premium paid by Covr Employee Assistance Program HSA employer contribution of up to $500/yr Adult and child orthodontia Health Savings Account (HSA) with quarterly company contributions Short-Term and Long-Term Disability NEW - Pet insurance for cats and dogs! NEW - Gym Membership discounts 401(k) retirement plan NEW LIMITS - Company paid Life and AD&D insurance 1 year salary, max $50,000 for all full-time employees. NEW LIMITS - Supplemental Life and AD&D insurance up to 6x's salary for employee up to $2,500,000 NEW LIMITS - Supplemental Life and AD& D plans offered for spouse up to $200,000 and dependents up to $10,000 Flexible Spending Accounts (FSAs): medical, dependent, parking and transit Covr is an equal opportunity employer and values diversity in our workforce. We encourage applications from all qualified individuals, including those with diverse backgrounds and those with disabilities. Please note that we do not provide immigration sponsorship for this position.

Posted 30+ days ago

B logo
BRP Group, Inc.Rockwall, TX
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. PRIMARY RESPONSIBILITIES: Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale. Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts. Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account. Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail. Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved. Positively represents the firm in the community and with our insurance company partners. Performs other functions as assigned by leadership. Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership. Is expected to meet monthly new business goals. EDUCATION AND EXPERIENCE REQUIREMENTS: Certification(s): None required; None preferred License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn any other appropriate program or software system used by the firm as necessary OTHER REQUIREMENTS: None SPECIAL WORKING CONDITIONS: Fast paced multi-tasking environment IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. #LI-JG1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Posted 30+ days ago

ABRDN PLC logo
ABRDN PLCBoston, MA

$175,000 - $225,000 / year

Job Description Who we are Aberdeen Investments is part of Aberdeen Group plc, one of the UK's leading Wealth & Investments groups. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry's best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders and society. We are repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service, supported by leading technology and talent. As a global business, Aberdeen consists of three divisions: Investments, Adviser, and interactive investor (ii). Each division is dedicated to meeting and adapting to our clients' evolving needs. In the Americas, our sole focus is on the investments business. We have offices in Boston, New York, Philadelphia and Sao Paolo. Our breadth of experience gives us close proximity to the companies we invest in and the markets we operate in. Role Summary The Aberdeen Investments ("Aberdeen") Insurance Solutions Director (Americas) will play a leading role in the design, communication and delivery of a range of services, products and capabilities that incorporate Aberdeen's insurance investment solutions offering in the Americas region. The role will sit within the Strategic Insurance Group, and to promote and facilitate the extension of our global insurance capability in the US, Canada and Bermuda. There may additionally be an opportunity to expand this focus to include Latin America also. Working in close collaboration with colleagues across Aberdeen, including our various Asset Classes (e.g. Multi-Asset, Fixed Income (Public & Private), Equity, Quantitative, Alternatives and Private Markets) and Client Group, the Insurance Solutions Director (Americas) will help set the strategic direction for engagement with all types of insurers in the US and Canada, including 'on' and 'off' balance sheet business types. The role will collaborate with the broader Aberdeen team to design, implement and provide on-going support of existing client mandates to deliver comprehensive solutions both within single, and across multiple, asset classes globally. This will incorporate advisory and discretionary relationships and employ internal and third-party capabilities as appropriate. Client Engagement- Direct Work collaboratively with the Americas Institutional Team and play a leading role in executing our insurance business strategy - e.g. assess potential target clients and their needs; communicate / present Aberdeen's insurance investment capabilities; design and propose potential solutions through working closely with the relevant investment teams; supporting and enhancing the insurance knowledge of colleague working directly with existing insurance clients and prospective insurance clients. Provide guidance, advice and thought leadership to insurers - relating to industry trends and themes, market conditions and regulatory developments. Capture and share regional knowledge through a program of strategic engagement with key internal and external stakeholders. Act as key client interface and internal coordination point for the research, design and embedding of new products and bespoke client solutions. Conceive and implement investment solutions for our insurance clients (in close collaboration with our portfolio management teams) - including pooled products for the mass-market and bespoke solutions for individual insurers, including complex cross-asset offerings designed to meet specific, custom objectives and single asset mandates to address specific client requirements. Develop and maintain relationships with key insurance clients and prospects (in collaboration with our client relationship management teams) and deliver excellent client service - e.g. provide technical support on insurance investment matters in a consulting/advisory capacity. Client Engagement- Indirect Continually promote and ultimately establish Aberdeen as a leader for insurance investment solutions in the US, Canada and Bermuda. Contribute to Aberdeen's thought leadership agenda covering both written collateral (e.g. whitepapers) and external speaking events (e.g. industry events and conferences). Collaborate with colleagues from our Global Macro and other research teams to develop investment thought leadership (white papers, etc.) to support the build-out and credibility of our Strategic Insurance Group to existing insurance clients and the wider market. Anticipate industry, regulatory, market and client trends and identify creative solutions for individual insurers (and products for the insurance market more generally) that solve current and future problems - communicating and positioning them with clients, prospective clients, the wider market and key internal stakeholders. Collaborate with teams across Aberdeen to develop and implement innovative new insurance investment solutions or products - communicating and positioning them with clients, prospective clients, the wider market and key internal stakeholders. Collaborate with teams across Aberdeen to develop new investment strategies and frameworks for inclusion in insurance client portfolios and pooled products. Key Requirements The successful candidate needs to be credible in the eyes of US and Canadian insurance CIOs. Role Specific Skills & Knowledge: Strong understanding of the technical requirements of different types of insurers (life, P&C, reinsurers), including those with differing strategies (pension risk transfers, annuity product providers). This includes a strong understanding of the objectives, preferences and interests of different stakeholders (boards, senior management, actuarial teams, investment teams, government and regulators, etc.). Exceptional understanding of NAIC, OSFI and BMA regulatory frameworks, and knowledge of other global risk-based capital regulation. Strong understanding of technical investment matters as they relate to insurers. Strong ability to apply the above expertise to originate, design and create solutions for a range of insurers in a commercially attractive manner for Aberdeen. Strong ability to identify commercial opportunities (including with individual clients and at a market/industry level) and to apply technical expertise to convert such opportunities into commercial success. Strong ability to represent Aberdeen in the industry at the highest levels - e.g., interacting with government, regulators, senior representatives of other businesses, etc. Strong communication, influence, stakeholder management and presentation skills - including ability to clearly communicate complex concepts to non-technical and/or senior audiences Willingness to travel (including international) Risk Management & Regulatory: Strong knowledge of applicable laws, regulations, governance and compliance requirements Strong ability to demonstrate Aberdeen values in delivering work with integrity to ethical standards Experience, Qualifications and Competencies: Strong insurance actuarial training or equivalent/similar background Significant experience working in or with insurers Commercial focus Client/customer focus Technical excellence Communication, collaboration and influence Strategic thinking Inclusive and empowering leadership Delivers with excellence - demonstrates responsibility and accountability Trust and integrity A proven track record of collaborating with colleagues engaging directly with insurance clients and prospects Our Benefits: When you join Aberdeen, you will be rewarded with a comprehensive benefits package that invests in each employee's financial future, health and well-being. We offer a range of benefits to meet your family's needs and employees are immediately eligible to begin participating. We have an environment where you can learn, get involved and be supported. What We Offer: Base salary range: $175,000 - $225,000 + Discretionary Bonus Best in class Medical, Dental, and Vision plans with well-known carriers; Telehealth and Health Concierge services Health, Dependent and Commuter Flexible Spending Plans Employer provided Life Insurance, Critical Illness Insurance, Short Term and Long-Term disability with additional optional coverage options Investing for your Future- 401(k) Retirement Savings plan with top notch company Profit Sharing contribution which is immediately vested! Generous time off starting day one with 4+ weeks annual vacation plus 9 paid holidays Paid Parental, Adoption, and Family Sick/Caregiver leave programs Volunteer Days and Study Time to focus on what is important to you! Make a donation to your favorite Charity and Aberdeen will match up to $500 per year! Employee Assistance, Travel and Discount Programs. From helping you navigate the healthcare system, to providing resources and assistance to parents and caregivers of children with development disabilities. Flexible, voluntary benefits including Accident Insurance, Identity Protection, and Legal Assistance Wellness program including Nutritional Counselling and Gym Membership Reimbursements How We Create Value: Our strategic drivers are the foundations from which we deliver for all our stakeholders: High Impact Intelligence, Enduring Relationships, Connections without borders and Future fit. You can find out more about our values here. Our Inclusive Culture: We are committed to exploring the possibilities of working smarter. This means we'd like to hear from you, whatever way you like to work. We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability please let us know as part of your application and we will assist. You can find out more about our inclusive culture here. Aberdeen is an affirmative action - equal opportunity employer. We are an affirmative action - equal opportunity employer. We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.

Posted 30+ days ago

PwC logo
PwCNew Orleans, LA

$77,000 - $202,000 / year

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. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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

Shelter Insurance logo
Shelter InsuranceWooster, OH
A company built to serve you. It's your career, Shelter it! We are seeking an exceptional entrepreneur to make a difference in Wooster, OH and become our newest Shelter Insurance Agent. Do you have a desire to meet new people, develop new contacts, and become known in your community? Are you passionate about serving your community? Do you want to grow your sales, business, and networking skills to new heights? Would you like to do what you love and love what you do? Do you have a desire to control your own income? Have you wanted to start you own business but extreme start-up costs stopped you in your tracks? If you answered "yes" to these questions, then you owe it to yourself to learn more about becoming a Shelter Insurance Agent. At Shelter, we do not require a previous background in the insurance industry. While the experience is a plus, it is far from a necessity. Around half of our new Shelter Agents have never worked in insurance; our agents have backgrounds ranging from real estate and retail sales to education and coaching. What is required? A motivated attitude, an entrepreneurial spirit, and skilled capacity for effectively communicating with clients in a sales atmosphere. While some sales experience & a degree with general business courses is helpful, our mix of in-house and virtual new agent training schools, paired with continuing industry education courses, helps you build the foundation necessary to launch your agency. At Shelter we do not require prospective agents to have capital/assets on hand to be considered for an agency. We do not "sell" agencies and Shelter does not "loan" money to agents to begin their business. We provide the opportunity. The only expectations are that you meet sufficient sales requirements and core business proficiencies. If you are no longer a Shelter agent for any reason, your financial responsibilities are limited to any unsatisfied bills owed through your departure. This could include advertising contracts, telephone bills, and utilities. A true business owner's mindset is required to succeed! While developing prospects and selling Shelter products in your agency will be your main focus, you may also have the opportunity to bring on staff to help you perform general administrative duties and improve your sales. If you possess a strong desire to be a business owner, a vigorous passion for helping people, and a desire to work for a company that strives to be a leader in its communities, then take the first steps to explore a partnership with Shelter Insurance Companies. Shelter has one of the top new-agent programs in the entire insurance industry, and if you are committed to hard work, we can help you launch your insurance sales career. Shelter Agents receive a tremendous amount of support as they build their business: Support to Launch Your Career Unlimited New Commissions Lucrative Bonus & Incentive Opportunities Exceptional Contract Benefits Professional Sales Training Subsidies & Office Staff Reimbursement, if applicable Computer & Technology Support Shelter has a purpose driven culture that centers on: Being a Leader in and Giving Back to Our Communities Diversity & Inclusion Financial Strength & Stability Our agents are achieving an unprecedented level of personal growth, career fulfillment and financial success. Take the first step towards operating your own Shelter Insurance Agency today! Applicants must be eligible to work in the United States. No relocation compensation. If interested, please apply by:

Posted 30+ days ago

Acrisure logo
AcrisureUtah, IN

$55,000 - $90,000 / year

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 30+ days ago

Marsh & McLennan Companies, Inc. logo
Marsh & McLennan Companies, Inc.Greensboro, NC
Marsh McLennan Agency Client Executive, Business Insurance Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. 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 make your mark as a Client Executive at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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). A day in the life. As our Client Executive on the Business Insurance team, you'll develop relationships with clients, prospective clients, and carriers. You will serve as an advisor and consultant to clients in order to assess risks and provide innovative solutions to complex risk-related business issues, demonstrating expertise in Loss Sensitive and Captive programs. You will guide the marketing, servicing, and retention of larger accounts, and determine resources needed to support clients and prospects (Claims, Risk Control, Executive & Professional Liability, etc.). Our future colleague. We'd love to meet you if your professional track record includes these skills: Bachelor's degree, or equivalent experience, in business or related field. Minimum five (5) years' experience in an insurance agency or brokerage environment P & C Insurance License or ability to obtain within 90 days. Completed CPCU, CIC, ARM, and/or AU designation or ability to demonstrate equivalent knowledge and ability. Experienced in Agency Management Systems 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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfilment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn 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. #MMAMID #MMABI #LI-Hybrid

Posted 5 days ago

S logo
State Employees Federal Credit UnionSchoharie, NY

$18 - $20 / hour

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Overview of Your Role The Personal Lines Customer Service Representative identifies, contacts, and develops prospective insurance clients, and oversees clients' business in the personal lines of insurance, following Broadview and NYS practices. The position is responsible for providing prompt, accurate, courteous service to customers, producers and company personnel. Accountabilities and Responsibilities Growing and developing talents and insurance knowledge to highest level possible; providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts. Handle and process new and renewal personal lines business. Provide personal lines quotes. Meet sales and revenue objectives. Provide in-house customer service to clients as assigned and requested. Market new business, determine premiums, prepare and present proposals to clients and maintain underwriting and marketing information by carrier. Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client. Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request and/or refer to the company only when necessary. Report and follow up on overdue and suspense items. Be familiar with and follow agency E&O guidelines. Maintain electronic and/or paper files in an orderly, up-to-date manner. Perform special projects at management's request. Other duties as needed Credentials, Experience and Skills High School or Graduate Equivalency Diploma is required. Knowledge of computer systems and operations is desirable Good listening skills and attention to detail are important Knowledge of personal insurance and products is essential Must be eligible for bonding, Hold NY State Property and Casualty, or Agent's or Broker's license and any required continuing education Your ability to be bonded is required Starting Compensation: $18.00 - $20.00/hr., plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at talentacquisition@broadviewfcu.com

Posted 5 days ago

F logo
Freeway Insurance Services AmericaMesa, AZ
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: 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: The Store Manager is the driving force behind our business. This exciting position will challenge your sales abilities and give you the opportunity to gain substantial financial rewards, along with mentoring others to achieve the same. We are hiring talented leaders committed to their own success. Lead the sales team's daily performance and/or targets Expand business by proactively building relationships with existing customers to meet the agreed upon production and active customer goals Coach members of the sales team to deliver a standard of customer care consistently Oversee the sales team to achieve operational targets and monitoring performance Assists with any escalated customer service issues and/or questions that may arise Executes all aspects of Store Operational Excellence (SOE) The Perfect Match: Personal Lines or Property and Casualty license preferred (but not required) Bilingual in English and Spanish preferred 2 or 4 year college degree or equivalent of experience/education Previous experience leading, coaching, and mentoring sales teams Understanding of fiduciary duty and maintaining high levels of integrity and ethics Ability to build relationships with sales customers Ambitious professional motivated by opportunity for advancement Excellent written and verbal communication skills Insurance Sales Insurance Agent Hiring Immediately Freeway Auto Insurance As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie's use of these computer systems should contact Human Resources at employeerelations@confie.com

Posted 3 weeks ago

F logo

Insurance Agent- Sales, Customer Service

Freeway Insurance Services AmericaHouston, TX

$12 - $18 / hour

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Job Description

Sign-On Bonus Opportunity of up to $1,000*

Pay Range:

$12 - $18 / 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

As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie's use of these computer systems should contact Human Resources at employeerelations@confie.com

CBU

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