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Customer Service Representative (Insurance) - Albany Or Schoharie-logo
Customer Service Representative (Insurance) - Albany Or Schoharie
State Employees Federal Credit UnionSchoharie, NY
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! Summary of Role: The Customer Service Representative identifies, contacts, and develops prospective clients, and oversees client new business, following Broadview Insurance Agency and NYS practices. The position is responsible for providing prompt, accurate, courteous service to customers and company personnel with a primary focus on service. Essential Job Functions/Responsibilities: Growing and developing talents and insurance knowledge to the 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 business, endorsements and policy changes to completion Provide Insurance quotes as requested in a timely manner. Meet sales, retention and revenue objectives. Provide in-house customer service to clients as assigned and requested. Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these items accurately in the system Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items. Be familiar with and follow agency E&O guidelines. Maintain electronic files in an orderly, up-to-date manner. Perform special projects at management's request. Other duties as needed Minimum Job Qualifications: High School Diploma or equivalent is required. 2-5 years customer service experience required Professional designation is a plus Knowledge of phones, call forwarding and transfer, computer systems and software is required Ability to multi-task and handle a fast-paced environment is essential Excellent communication skills and attention to detail Ability to read, process, communicate and deliver customer and vendor requests timely Knowledge of insurance and products is essential Ability to handle, resolve or escalate customer dissatisfaction quickly and professionally Must be eligible for bonding, maintain a NY State Property and Casualty, or Agent's or Broker's license and any required continuing education Starting Compensation: $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 2 weeks ago

Personal Insurance Account Manager - WV Or Western MD-logo
Personal Insurance Account Manager - WV Or Western MD
National Financial Partners Corp.Telecommuter, MD
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Job Summary: The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. You will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. You will prepare materials for presentations and communications and assists team members with day-to-day client servicing. At this level, you will take an active role in client meetings. While in this role, you will be developing and maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. You should be prepared to manage your own book of business. This is a full-time position working, from our Oakland, MD or Fairmont, WV offices, M-F, 8:30-5:00pm EST. An in-office presence is essential for collaboration, learning the business, and our exceptional model of client servicing. If the candidate is within the regular commuting distance, they will be required to be in the office M-F. We will consider a remote option ONLY for well-experienced and P&C-licensed hires who are outside of a regular commuting distance but in the EST-mid Atlantic region and could report to the office when essential. Essential Duties and Responsibilities: Works proactively to maintain relationships with carrier and client contacts. Lead client meetings for accounts assigned to them. The Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive. Creates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system. Will have an assigned book of business. Knowledge, Skills, and/or Abilities: Highly organized with excellent verbal and written communication skills. Self-confident to make sound independent decisions. Able to work overtime as necessary. Ability to successfully interact with a variety of people and function well both in a team environment and autonomously. Ability to handle situations in a calm, courteous and professional manner. Customer focused to establish and maintain effective relationships. Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook. Intermediate level of experience in agency management system(s) Ability to prioritize multiple tasks to meet deadlines. Possess strong analytical and problem-solving skills. Sharp attention to detail, decision-making skills, and problem resolution. Flexibility and adaptability to changing priorities, deadlines and technology. Education and/or Experience: Typically, more than 2 years of Personal Lines experience. Recent retail brokerage or agency experience is required Experience with East Coast markets preferred EPIC agency management system or similar system experience is required HS Diploma or equivalent is required; additional education and/or related training is preferred Certificates, Licenses, Registration: A P&C Insurance License is required upon hire. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $41,000.00 - $50,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Posted 30+ days ago

Sales Representative, Life Insurance-logo
Sales Representative, Life Insurance
Kemper Corp.Tuskegee, AL
Location(s) Tuskegee, Alabama Details Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Role: Life Insurance Sales Agent Employment Type:Full-Time Work Arrangement: Field Role Career and Opportunity: Kemper is a diversified insurance holding company. We are firmly committed to servicing the insurance needs of modest-income families. Our strength lies within our dedication to frequent personal visits with our customers in their homes for premium collection and other service needs. You'll start with a paid license preparation/training period! As an Insurance Sales Agent, you will begin with an already existing book of business and have the exciting opportunity to grow the business through your work and dedication. Are you passionate about serving the underserved? This career could be for you! Our Agents gain personal satisfaction and prestige in the community by performing meaningful work to help our clients protect the ones they love and the things they own. With a pay-for-performance compensation model, Agents have a chance to write their own paycheck with increasing income opportunities as skills and knowledge grow. Superior performance is recognized through awards, prizes, and trips. Benefits: Kemper offers competitive benefits, including Group Life Insurance, Major Medical & Dental, Short-term & Long-term disability, 401(k) with company match, Paid Vacation, and Employee Stock Purchase Program. Responsibilities: Agents are set up for success by being assigned a territory (called an agency) with an established book of in-force business. Day-to-day activities: Conducting sales presentations, recommending products, closing sales, and using our Customer Care Sales Model Continuously prospecting for sales opportunities Collecting premiums from policyholders based on a pre-arranged schedule Responding promptly to policyholder service requests such as beneficiary changes, claims, loans, etc. Appropriately keeping records, accounting for money collected, and processing paperwork. Our agents are expected to: Increase the agency size Build strong working relationships with customers Devote whatever time is necessary to fulfill the responsibilities of the position Commit to ongoing development of knowledge and skills Minimum qualifications: Customer service experience The ability to visit customers and prospects door-to-door Must be at least 18 years of age Valid driver's license with 100k/300k auto insurance coverage Dependable vehicle as daily travel is required Ability to pass a background check, motor vehicle report check, and drug screening Authorized to work in the United States Preparation: Licensing- We provide assistance and guidance to those who are preparing to sit for licensing exams. Basic Training- New agents complete a basic development program that includes self-study, classroom time, role-play, and extensive fieldwork. On-the-job training allows new agents to earn a paycheck while learning their profession. Opportunity is knocking. Don't let it pass you by! Kemper is proud to be an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status, or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee. Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.

Posted 30+ days ago

Cloud Data & Analytics Strategy Senior Associate (Insurance)-logo
Cloud Data & Analytics Strategy Senior Associate (Insurance)
PwCChicago, IL
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: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Insurance Sales Agent (Austin, TX)-logo
Insurance Sales Agent (Austin, TX)
OutdoorsyAustin, TX
Join the Roamly Team! Roamly Insurance Group (Roamly), part of Outdoorsy Group, is revolutionizing insurance for travel enthusiasts with unique, embedded offerings that make RVs "rent-ready." We're the first insurtech dedicated to unlocking modern insurance options for the adventurous spirit-bringing insurance coverage directly to RV owners and renters in a seamless, digital experience. For more, visit roamly.com. About the Role As an Insurance Sales Agent at Roamly, you'll be at the heart of our mission, educating our community on RV insurance options and helping them select the right coverage for their needs. Working from our vibrant East Side downtown Austin office, you'll advocate for our customers, shape product decisions, and drive our commitment to top-notch customer service. You'll be the go-to expert for our adventurous community, connecting them with RV insurance solutions that empower them to hit the road with confidence! Key Responsibilities: Quote and sell Personal Lines & Commercial insurance over the phone (inbound/outbound) and via email. Cross-sell Roamly's suite of RV protection products. Handle a high volume of calls with a positive, solutions-focused approach. Schedule: Flexible hours between 9 AM and 6 PM CST, Monday to Friday, with some weekend availability as needed.

Posted 5 days ago

Account Manager-Commercial Insurance-logo
Account Manager-Commercial Insurance
Brown & Brown, INC.Minneapolis, MN
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 has an exciting opportunity available for a Account Manager on the Casualty team for our team in Minneapolis, MN! Provides high quality customer service while assisting in the coordination of services between the client and the insurance company. Participates in the marketing process and provides clerical support to the team. WHAT YOU'LL DO: Responds directly and promptly to client inquiries and requests while keeping the rest of the Service team advised. Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc. Collects and analyzes client exposure data Promptly responds to routine requests for data and questions from clients, underwriters and internal staff. Develops and maintain client service plans, manages mid-term changes and assists in Stewardship reviews. Provides leadership to others on team and at company. Typically, responsible for coordination and managing the work of others on the account. Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s). This includes such duties as: filing documents and updating client information into the policy management system, tracking the status of open items, providing documents to client and team members as requested. Completes premium finance agreement requests and creates premium allocations as needed. Verifies accuracy of invoicing and handles accounting issues. Requests and summarizes loss runs, may process claims and provide client advocacy. Meets with prospects and clients as needed to enhance knowledge of client accounts. Assists with new account development, including review of the account to explore possibility of uninsured or underinsured exposures. Participates in the marketing process. This includes such duties as contacting markets, initiating new business, reviewing quotes, preparing coverages and proposals. Attends Continuing Education classes. Performs miscellaneous duties and projects as assigned. WHAT YOU'LL NEED: Strong oral and written communication skills with a proven commitment to high quality customer service. Strong attention to detail. Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service. Demonstrates a sense of urgency and a proactive approach to meeting service requirements. Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems. Develops and maintains a working knowledge of B&B systems and processes. Ability to work in a team environment that is constantly changing. College degree preferred. 3 or more years related experience and licensed as a Producer of Property and Casualty in applicable state. Participates in continuing education in order to maintain the appropriate level of credentials. WHAT WE OFFER: Excellent growth and advancement opportunities Competitive pay based on experience Paid Time Off (PTO) Generous benefits package: health, dental, vision, 401(k), etc. Employee Stock Purchase Plan Pay Range 33.65 - 40.87 Hourly 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 1 week ago

Insurance Agent-logo
Insurance Agent
Shelter InsuranceCity, , TN
A company built to serve you. It's your career, Shelter it! We are seeking an exceptional entrepreneur to make a difference in Johnson City, TN 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

Insurance Agency Owner - Wisconsin Various Cities In Wisconsin-logo
Insurance Agency Owner - Wisconsin Various Cities In Wisconsin
American Family Insurance GroupEagle, WI
Business owner. Community leader. Protector of dreams. That's what makes an American Family Insurance Agency Owner. It's a highly rewarding opportunity that allows you to create financial stability while making a positive impact on our customers' lives. If you're looking for a chance to build a business and own your future - we're interested in you! Apply today. At American Family, we're seeking highly motivated individuals with a demonstrated track record of success and eagerness to accomplish something that takes time, energy, and commitment. Do you possess a strong work ethic and have an inner drive that makes you hungry for success? Agency Owners operate as independent contractors, representing American Family and its products exclusively. As an agency owner, you'll be responsible for your agency's overall management, sales, and growth. You'll also hire your team and work with them to meet the strategic business goals you set. Reasons why you should become an American Family Insurance Agency Owner: Financially Fit: with nearly $8 billion in policyholder equity, American Family has the financial security to protect the dreams of your policyholders Fortune 500 company that is among the largest Property and Casualty insurance groups Offer American Family Insurance products as well as products and services through our subsidiary partners Training and support from a local team - from marketing, prospecting, business consultation and more Unlimited compensation potential including a New Agency Owner Incentive Program Requirements Obtain Property and Casualty and Life and Health insurance licenses Ability to pass a motor vehicle, financial/credit and criminal background check Interested in learning more? Contact a recruiter or join our Talent Community! We believe people are an organization's most valuable asset, and their ideas and experiences matter. From our CEO to our agency force, we're committed to growing a diverse and inclusive culture that empowers innovation that will inspire, protect, and restore our customers' dreams in ways never imagined. #LI-AH1

Posted 3 weeks ago

Director, Middle Market Business Development - Commercial Lines (P&C Insurance Production Underwriting Leader)-logo
Director, Middle Market Business Development - Commercial Lines (P&C Insurance Production Underwriting Leader)
Nationwidesouth kent, CT
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! At Nationwide, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. This Director is responsible for the Northeast book of business within our Commercial Middle Market Custom Solutions organization, leading a team of 5-8 territory managers. This is a remote/WFH (work-from-home) role, requiring about 33% travel throughout the territory as well as conferences and leadership/team meetings. They will preferably be located in any of the states within the territory (OH, PA, DE, MD, NJ, NY, CT, RI, MA, NH, VT, ME), though OH, PA, NY, or the Boston Metro area are especially ideal. As a critical role in driving our middle market growth, this leader must be action-oriented, able to work at a high pace for an extended period, and focused on continuing to drive the business forward. Due to the nature of the role and the complex accounts they are responsible for leading, qualified candidates must have prior technical underwriting experience (with authority), as well as existing broker/agency relationships. Prior experience as a people leader is a plus, but not required. Compensation Grade: H.SD180 #LI-MS1 #LI-REMOTE Job Description Summary On our team, we look for that rare professional who is both analytical and a relationship-builder. Those who can combine those talents with their entrepreneurial drive and own and manage their territory can thrive and grow with us. If this sounds like the opportunity you've been looking for, we want to hear from you! As a Director, you'll lead a team of Territory Managers and Underwriters who drive the sales and underwriting relationship for the commercial lines products and services as defined in job title. We'll count on you to build and maintain business relationships with agencies and/or brokers for sales growth and distribution expansion. You'll primarily focus on portfolio analysis, relationship management, and account management for a territory. Job Description Key Responsibilities: Monitors market conditions and confirms information gathered within market space. Researches risk, environment and other factors to win the account. Receives input and monitors risk selection, renewal retention and pricing decisions on a portfolio and individual account level. Establishes research objectives and standards for the department. Ensures that methodologies and outcomes meet business and strategic objectives. Analyzes performance to drive profitable growth based upon the analysis. Partners with territory managers in the large account review process. Directs pricing standards and practice. Provides recommendations to leaders on underwriting strategy and opportunity. Measures and manages underwriting processing and quality. Determines priorities and workflow standards for the department. Implements and monitors performance measurements to ensure effectiveness of the department's service delivery process. Effectively aligns organizational structure to drive business results. Actively participates in agency management and participates in agency reviews. May review complex or escalated business and make underwriting decisions based on the underwriting authority granted to the role, using company underwriting guidelines and standards. Plans, develops and integrates territory sales plans to achieve top and bottom line objectives. Translates strategic business plans into organizational direction. Creates financial and operational goals, budget and timelines to meet company standards. Drives sales strategies to develop new business, improve retention and maintain profitability. Meets with agents at member locations to help with renewals and to ensure agency and account needs are being met and service plans are in place and working where required. Consults and provides recommendation to all levels of internal and external partners about policies and practices. Provides input into agency strategic and business plans and regional strategic business planning. Communicates strategic direction and operational plans to internal associates and external partners. Communicates policies, procedures, and financial budgets that result in attainment of business objectives. Establishes and maintains strong business relationships with key groups and individuals within the commercial line market. Develops effective internal and external collaborative partnerships across all customers and related functions, including Loss Control Services, Claims, Marketing, Nationwide Technology, etc. to understand business developments and build a support network to help resolve business needs. Develops customer service standards for middle market team. Drives customer service performance to established standards. Collaborates with fellow leaders to lead the training of associates within the middle market organization to ensure a high degree of proficiency and professionalism. Coaches territory managers / account executives on actively pursuing commercial line business with agencies and/or brokers to develop and grow a profitable territory. Sets operational expectations, goals and strategies. Provides oversight, ensuring necessary internal support is provided to resolve issues and deliver appropriate service levels. Ensures that unique agency business capabilities are assessed and emphasized as a competitive advantage across all producers. Supervises associate management including performance, salary planning and administration, training and development, workflow and organization planning, day-to-day management, hiring and placement and disciplinary actions for direct and possibly indirect reports. May perform other responsibilities as assigned. Reporting Relationships: Reports to Associate Vice President. Direct reports may include Territory Managers and Underwriters within the area defined by the job title. Typical Skills and Experiences: Education: Bachelor's degree or equivalent experience is preferred. License/Certification/Designation: Relevant professional designation such as CPCU or CIC is preferred. Experience: Ten years of commercial line underwriting, sales, marketing and agency management and middle market experience, specifically in the area as defined by the job title, preferred. Significant business management and people leadership experience preferred. Knowledge, Abilities and Skills: Requires advanced knowledge of property/casualty insurance operations and products, procedures and practices; commercial lines of insurance including rating, loss control and related functions; and commercial lines customer environment and markets. Requires extensive knowledge of commercial property/casualty best underwriting practices, field underwriting operations and day-to-day underwriting operational needs. Familiarity with all enterprise products preferred. Excellent verbal and written communication skills in order to disseminate vision of senior leadership and to motivate a large agency force. Ability to set work priorities and to initiate, evaluate and recommend solutions to upper management. Must have the ability to perform duties with independent judgment within underwriting authority and company underwriting standards. Demonstrated decision-making ability required in day-to-day operations where there may be unclear or competing priorities, including evaluating and recommending solutions to customer service issues, work processing issues, underwriting selection and rating problems, and compliance. Strong drive for results. Competencies include problem solving/decision making, drive for results, selling vision and purpose, organization agility, executive presence and presentation, strategic agility and dealing with ambiguity. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner. Values: Regularly and consistently demonstrates Nationwide Values. Job Conditions: Overtime Eligibility: Not Eligible (Exempt) Working Conditions: Heavy travel with extended stays may be required. May work from branch office or remote location. A valid driver's license and safe driving record are required. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. The national salary range for Director, Middle Market Business Development- Commercial Lines : $134,000.00-$255,000.00 The expected starting salary range for Director, Middle Market Business Development- Commercial Lines : $144,000.00 - $216,000.00

Posted 1 week ago

Insurance Agency Owner - Washington State-logo
Insurance Agency Owner - Washington State
American Family Insurance GroupBellevue, WA
Business owner. Community leader. Protector of dreams. That's what makes an American Family Insurance Agency Owner. It's a highly rewarding opportunity that allows you to create financial stability while making a positive impact on our customers' lives. If you're looking for a chance to build a business and own your future - we're interested in you! Apply today. We may currently or in the future have agency owner opportunities throughout the state of Washington. At American Family, we're seeking highly motivated individuals with a demonstrated track record of success and eagerness to accomplish something that takes time, energy, and commitment. Do you possess a strong work ethic and have an inner drive that makes you hungry for success? Agency Owners operate as independent contractors, representing American Family and its products exclusively. As an agency owner, you'll be responsible for your agency's overall management, sales, and growth. You'll also hire your team and work with them to meet the strategic business goals you set. Reasons why you should become an American Family Insurance Agency Owner: Financially Fit: with nearly $8 billion in policyholder equity, American Family has the financial security to protect the dreams of your policyholders Fortune 500 company that is among the largest Property and Casualty insurance groups Offer American Family Insurance products as well as products and services through our subsidiary partners Training and support from a local team - from marketing, prospecting, business consultation and more Unlimited compensation potential including a New Agency Owner Incentive Program Requirements Obtain Property and Casualty and Life and Health insurance licenses Ability to pass a motor vehicle, financial/credit and criminal background check Interested in learning more? Contact a recruiter or join our Talent Community! We believe people are an organization's most valuable asset, and their ideas and experiences matter. From our CEO to our agency force, we're committed to growing a diverse and inclusive culture that empowers innovation that will inspire, protect, and restore our customers' dreams in ways never imagined. #LI-AS4

Posted 30+ days ago

Crop Insurance Business Development Representative-logo
Crop Insurance Business Development Representative
Sompo Internationalpierre, SD
As one of the leading writers of Federal Crop Insurance, AgriSompo North America combines industry experience, resources, capital and talent to deliver both traditional and innovative crop insurance and productivity tools to farmers, ranchers, insurers and agribusinesses in the United States. Our organization operates within a culture rooted in ethics, integrity and a belief that accountability, collaboration and agility are crucial to long-term success. AgriSompo North America is a part of AgriSompo, Sompo International's global agriculture platform. This platform is an integrated underwriting, technology and distribution platform delivering innovate insurance and reinsurance solutions to agriculture partners worldwide. Sompo International, AgriSompo's parent company, is a global organization driven by its core values, a carrier that holds promise, trust and the commitment to protect. Through operating subsidiaries, Sompo International writes agriculture, casualty and other specialty, professional lines, property, marine/energy and aviation lines of insurance and catastrophe, property, casualty, professional lines and specialty lines of reinsurance. As a leading provider of crop insurance and other agricultural risk management tools, we recognize that our success is derived directly from those whose contributions matter most: our people. AgriSompo North America has major offices in Lenexa, Kansas and Des Moines, Iowa as well as regional offices around the country. A shared commitment to integrity, accountability, collaboration and agility define our culture, and we strive to create exceptional value for our clients and shareholders and maintain AgriSompo North America as a desirable place to work. Job Description Position Summary AgriSompo North America provides renowned, cutting-edge analytics to address risk and the risk exposures of each of its product lines. Through a deep-rooted commitment to customer service, AgriSompo North America is positioned to make a long-lasting impact on this nation's farmers and ranchers for generations to come. The Business Development Representative achieves insurance sales by establishing and maintaining working relationships with independent insurance agents within a specified region. In addition to serving as the primary point of contact for agents, the Business Development Representative is responsible for servicing a book of business which meets growth, maintenance, and profitability goals year over year. By upholding the below responsibilities, the Business Development Representative will support the company's profitable market share approach. Successful candidates will be self-starters with strong analytical, organizational, and commutation skills who are passionate about agriculture. Essential Duties & Responsibilities Job Responsibilities This list is meant to be representative, not exhaustive nor imply that these are the only duties to be performed by the incumbent in this job. Some incumbents may not perform all the duties listed or may perform related duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Assist in forging relationships with new and existing crop insurance agents with the goal of both maintaining and attracting profitable business. Work with peers and agents as a primary resource by helping interpret government regulations associated with the Federal Crop Insurance Program. Work as part of a larger team which may span across territories and/or regions to ensure all customers are trained adequately on all business processes and platforms, including web-based, mobile, and mapping tools. You will also attend and/or present at company trainings and meetings. Execute established training programs to both peers and agents to provide appropriate feedback the training department on agent training needs. Research agent concerns and provide timely, professional follow-up resolutions. Assist in the development and implementation of strategic marketing plans and forecasts to achieve corporate objectives for products and services. Assist in reviewing and analyzing of agents' business, production and results. Implement and recommend appropriate corrective measures, including modification of agreements or cancellation of agency appointments. Evaluate market research and adjust marketing strategies to meet changing marketing and competitive conditions. This includes but is not limited to making appropriate recommendations based upon competitive landscape, such as company products and services, innovative ideas, and education. Monitor and collect required agent/agency compliance documents. Responsible for building and maintaining effective business relationships with internal and external customers and coworkers in order to attract and retain profitable business. Customers include but are not limited to industry groups such as grower groups, commodity groups, trade associations, legislators, etc. Performs other duties as assigned. Position Requirements Education Required- High school diploma or equivalent, or equivalent combination of education and experience. Preferred - bachelor's degree in agriculture or business-related field. Experience Required- 2 years of agriculture experience. Preferred- 4 years of agriculture and crop insurance experience. License/Certification Required- Valid driver's license and satisfactory driving record. Knowledge, Skills, and Abilities Knowledge of sales and agriculture Professional knowledge of farm economics, grain marketing and risk management tools (futures, options, crop insurance) Strong computer skills, including working knowledge of Microsoft Office Suite. Effective interpersonal, oral and written communication skills with the ability to interact with all levels of people within and outside the organization. Demonstrate an understanding of regulatory and operational processes. Strong decision making, negotiation, and conflict management skills. Strong coaching and teaching skills. Strong time management and prioritization skills, with the ability to remain flexible to changing priorities. Ability to perform sales job responsibilities face to face. Ability to quickly learn and promote company products and services. Ability to work effectively both autonomously and within a team environment. Ability to develop new skills, learn new techniques, and software while ensuring assigned customer base receives excellent services. Physical Requirements & Work Conditions Ability to lift/push/pull up to 30 lbs. occasionally; including ladders, bushels, ramps for off road vehicles. Ability to walk in agricultural fields, up to 3 miles. Ability to climb agricultural storage bins, up to 75 feet. Ability to climb, crawl, stoop, kneel and balance. Ability to climb ladders and perform work at significant heights. Ability to perform work in confined spaces. Ability to work outside in extreme weather conditions. Ability to work in an environment with high dust levels around grain and other bulk products. Ability to meet requirement of and utilize all applicable PPE, when applicable. Ability to work extended hours, weekend, holidays and/or as needed. Uses peripheral vision and depth perception for tasks being performed. Environmental Conditions The work environment described here are meant to be representative of those an employee would normally encounter while performing the essential functions of this job. The physical environment requires the employee to work inside where there are limited extremes to heat and/or cold; moderate noise; a normal office environment. Travel, up to 80% travel required; most travel is within 2-4 hours driving distance of the assigned home office. Some out-of-town travel may be required for trainings/meetings. At Sompo International, we recognize that the talent, skills, and commitment of our employees drive our success. This is why we offer competitive, high-quality compensation and benefit programs to eligible employees. Our compensation program is built on a foundation that promotes a pay-for-performance culture, resulting in higher incentive awards, on average, when the Company does well and lower incentive awards when the Company underperforms. The total compensation opportunity for all regular, full-time employees is a combination of base salary and incentives that gets adjusted upfront based on overall Company performance with final awards based on individual performance. We continuously evaluate and update our benefit programs to ensure that our plans remain competitive and meet the needs of our employees and their dependents. Below is a summary of our current comprehensive U.S. benefit programs: Two medical plans to choose from, including a Traditional PPO & a Consumer Driven Health Plan with a Health Savings account providing a competitive employer contribution. Pharmacy benefits with mail order options. Dental benefits including orthodontia benefits for adults and children. Vision benefits. Health Care & Dependent Care Flexible Spending Accounts. Company-paid Life & AD&D benefits, including the option to purchase Supplemental life coverage for employee, spouse & children. Company-paid Disability benefits with very competitive salary continuation payments. 401(k) Retirement Savings Plan with competitive employer contributions. Competitive paid-time-off programs, including company-paid holidays. Competitive Parental Leave Benefits & Adoption Assistance program Employee Assistance Program Tax-Free Commuter Benefit Tuition Reimbursement & Professional Qualification benefits. Sompo International is an equal-opportunity employer committed to a diverse workforce. M/F/D/V

Posted 1 week ago

Cloud Data & Analytics Implementation Senior Associate (Insurance)-logo
Cloud Data & Analytics Implementation Senior Associate (Insurance)
PwCDes Moines, IA
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 platform- AWS/Azure/GCP Certification in Snowflake Certification in any ETL/ELT tool Preferred Knowledge/Skills: Demonstrates thorough knowledge and success as both team leader and member roles within a professional services firm or large enterprise. 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,Snowflake 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 relevant work experience in Big data engineering (Hadoop, Spark, Scala, Kafka) and ETL pipeline development tools (tools: IICS/AWS Glue/Matillion/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 Understanding of enterprise data concepts such as Master Data Management Data Governance and Enterprise Data Warehouse; Support cross-functional teams to understand their workflow and automation needs. Design and develop scalable data warehouse solutions that meet the organization's data storage, retrieval, and analysis 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 success with managing the identification and addressing of client needs: Applying modern, cloud-based technology skills, ability to research emerging trends, analyst publications, and adoption of modern technologies in solution architectures; Contributing as a team member by understanding personal and team roles, contributing to a positive working environment by building proven relationships with team members, proactively seeking guidance, clarification and feedback; and, Prioritizing and handling multiple tasks, researching and analyzing pertinent client, industry and technical matters, utilizing problem-solving skills, and communicating effectively in written and verbal formats to various audiences (including various levels of management and external clients) in a professional business environment. 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: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Pharmacy Insurance Verification Specialist-logo
Pharmacy Insurance Verification Specialist
Blink Health Administration LLCChesterfield, MO
Company Overview: Blink Health is the fastest growing healthcare technology company that builds products to make prescriptions accessible and affordable to everybody. Our two primary products- BlinkRx and Quick Save - remove traditional roadblocks within the current prescription supply chain, resulting in better access to critical medications and improved health outcomes for patients. BlinkRx is the world's first pharma-to-patient cloud that offers a digital concierge service for patients who are prescribed branded medications. Patients benefit from transparent low prices, free home delivery, and world-class support on this first-of-its-kind centralized platform. With BlinkRx, never again will a patient show up at the pharmacy only to discover that they can't afford their medication, their doctor needs to fill out a form for them, or the pharmacy doesn't have the medication in stock. We are a highly collaborative team of builders and operators who invent new ways of working in an industry that historically has resisted innovation. Join us! Responsibilities: Perform patient outreach to conduct patient enrollment, benefits coordination, financial assistance assessment, insurance verification and arrange delivery Provide patient care to accurately support pharma programs and triage to a pharmacist when required Place outbound phone calls to resolve routine and new issues with patients, doctors and insurers Document all call information and data discovery according to operating procedures Utilize proper escalation channels to meet patient needs & resolve open issues Research required information using available resources Maintain confidentiality of patient and proprietary information Perform all tasks in a safe and compliant manner that is consistent with corporate policies as well as State and Federal laws Work collaboratively and cross-functionally between management, the Missouri-based pharmacy, compliance and engineering Requirements: High school diploma or GED required, Bachelor's degree strongly preferred Customer service or inbound call center experience required Appropriate industry experience is necessary Strong verbal and written communication skills Sound technical skills, analytical ability, good judgment, and strong operational focus A passion for providing top-notch patient care Ability to work with peers in a team effort and cross-functionally Strong technical aptitude and ability to learn complex new software Full time position, on-site in Pittsburgh Location/Hours Shifts: This is a full-time, 40-hour per week role. 3 shift options are available : Rotating shifts between 8 AM - 4 PM CST, Monday- Friday OR 10::00 AM - 6:00 PM CST, Monday- Friday EST (fixed shift) OR 11:00 AM - 7:00 PM CST , Monday- Friday EST (fixed shift) All shifts require a rotational Saturday shift 8:00 AM - 4:00 PM CST There will be a required shift during the 8 week training period of 9 AM - 5 PM CST Onsite full time position, located at 400 South Woods Mills Rd, Suite 100, Chesterfield MO Perks: Health Benefits, 401 K Holiday pay Overtime eligible Casual dress code Free Snacks Why Join Us: It is rare to have a company that both deeply impacts its customers and is able to provide its services across a massive population. At Blink, we have a huge impact on people when they are most vulnerable: at the intersection of their healthcare and finances. We are also the fastest growing healthcare company in the country and are driving that impact across millions of new patients every year. Our business model not only helps people, but drives economics that allow us to build a generational company. We are a relentlessly learning, constantly curious, and aggressively collaborative cross-functional team dedicated to inventing new ways to improve the lives of our customers. We are an equal opportunity employer and value diversity of all kinds. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Posted 2 weeks ago

Business Insurance Account Executive, Surety-logo
Business Insurance Account Executive, Surety
Marsh & Mclennan Companies, Inc.Orland Park, IL
Account Executive Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Executive at Horton, a Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). What You Do Thought Leadership Understands the client industry niche(s) served, recognizes the typical business problems faced by clients and how our service platform across all disciplines provides solutions to those issues Maintains proactive awareness of industry and how changes in the insurance industry, the economy, and legislation impact clients Represents MMA Midwest in client and insurance industry through visible writing, speaking, and networking engagements Advocates for changes and additions to our service platform that increase the value created for our clients, add barriers to exit, and follow our strategic direction Create and Cultivate Relationships Relates well to all kinds of people, up, down and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships, uses diplomacy and tact; can diffuse even high-tension situations comfortably Negotiates skillfully in tough situations with both internal and external groups; can win concessions without damaging relationships; can be direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations Build a Client Base Uses the MMA Midwest sales process to analyze client and prospective client exposures and opportunities for improvement; and creates a compelling case to convince the decision-makers to select MMA Midwest Creates presentations to clients and prospective clients that demonstrate our company's unique approach and culture, our established track record, our expertise and service platform specific to client niche, and a customized service plan for each client; is effective in a variety of formal presentation settings Understands each client's decision process, the people involved (decision-makers and service consumers), the business' goals and issues, and how our performance meets their expectations Recognizes risks to losing clients, whether service breakdowns, new decision-makers, competitor involvement or other factors and acts to retain Closes new business and renewals by figuring out the path to win and persevering through a methodical approach Uncovers opportunities to add new product and coverage lines and to cross-sell clients into other disciplines Execute Client Service Platform Understands business drivers of individual clients, their important metrics and measures of success, specific issues they are facing, and industry issues that may impact them; uses rigorous logic and methods to solve difficult problems with effective solutions; looks beyond the obvious and doesn't stop at the first answers Analyzes coverage, program financials, claims and loss rates, and other aspects to uncover opportunities for improvement; recommends changes and puts forth a service plan that creates measurable value Engages other teams and departments of MMA Midwest to perform specialized analysis and service, monitoring results and service plan completion Quarterbacks the execution of client plans, services delivered, ensuring commitments are tracked and reported back in a unified, meaningful way to each client Understands insurance marketplace, carrier appetites, carrier programs, and services available; oversees the placement of insurance products within own discipline Monitors client satisfaction of every client through personal relationships and engagement, involvement with other MMA Midwest team members, and any client surveys or feedback processes implemented Support an Effective Team Creates a climate in which people want to do their best; motivates many kinds of team or project members with influential authority; invites input from each person and shares ownership and visibility; makes everyone feel their work is important through recognition and appreciation; is someone people like working with Conducts regular meetings with client service team to ensure all team members are up to speed on pending client issues, changing needs, implementation of service plans, and other issues Supports processes and procedures and agency best practices; participates in team, sales, and other meetings Mentors client service team members and new producers on topics relevant to their roles and continued development and advancement Recruits potential employee candidates to MMA Midwest Leverages technology, tools, resources and information to maximize efficiency of self and other team members Conducts business planning to set goals for results and activities to achieve results Maintains a closing ratio and other efficiencies consistent with team expectations Your Education and Experience Required Upon hire, Producers License (in state of residence) for Fire/Casualty or Life/Health as appropriate Proven track record for accomplishing specific tasks Preferred Proven success in Account Executive or client-facing position CPCU, CEBS, ARM or other professional designation 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 social media to meet our colleagues and see what makes us tick: https://www.instagram.com/lifeatmma/ https://www.facebook.com/LifeatMMA https://twitter.com/marsh_mma https://www.linkedin.com/company/marsh-mclennan-agency/ Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. The applicable base salary range for this role is $90,100 to $167,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Posted 30+ days ago

Insurance Agent (Sales, Customer Service)-logo
Insurance Agent (Sales, Customer Service)
Freeway Insurance Services AmericaIndio, CA
Pay Range: $60000 - $150000 / year Sign-On Bonus Opportunity of up to $3,500* Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $10 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems - at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway, Acceptance, 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 Acceptance Insurance Freeway Auto Insurance WBU

Posted 1 week ago

Sales Representative, Life Insurance-logo
Sales Representative, Life Insurance
Kemper Corp.Many, LA
Location(s) Many, Louisiana Details Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Role: Life Insurance Sales Agent Employment Type:Full Time Work Arrangement: Field Role Career and Opportunity: Kemper is a diversified insurance holding company. We are firmly committed to servicing the insurance needs of modest-income families. Our strength lies within our dedication to frequent personal visits with our customers in their homes for premium collection and other service needs. You'll start with a paid license preparation/training period! As an Insurance Sales Agent, you will begin with an already existing book of business and have the exciting opportunity to grow the business through your work and dedication. Are you passionate about serving the under-served? This career could be for you! Our Agents gain personal satisfaction and prestige in the community by performing meaningful work to help our clients protect the ones they love and the things they own. With a pay for performance compensation model, Agents have a chance to write their own paycheck with increasing income opportunity as skills and knowledge grow. Superior performance is recognized through awards, prizes, and trips. Benefits: Kemper offers competitive benefits including Group Life Insurance, Major Medical & Dental, Short-term & Long-term disability, 401(k) with company match, Paid Vacation, Employee Stock Purchase Program. Responsibilities: Agents are set up for success by being assigned a territory (called an agency) with an established book of in-force business. Day to day activities: Conducting sales presentations, recommending products, closing sales, and using our Customer Care Sales Model Continuously prospecting for sales opportunities Collecting premiums from policyholders, based on a pre-arranged schedule Responding promptly to policyholder service requests such as beneficiary changes, claims, loans, etc. Appropriately keeping records, accounting for money collected, and processing paperwork Our agents are expected to: Increase the agency size Build strong working relationships with customers Devote whatever time is necessary to fulfill the responsibilities of the position Commit to ongoing development of knowledge and skills Minimum qualifications: Customer service experience The ability to visit customers and prospects door-to-door Must be at least 18 years of age Valid driver's license with 100k/300k auto insurance coverage Dependable vehicle as daily travel is required Ability to pass a background check, motor vehicle report check and drug screening Authorized to work in the United States Preparation: Licensing- We provide assistance and guidance to those who are preparing to sit for licensing exams. Basic Training- New agents complete a basic development program that includes self-study, classroom time, role-play, and extensive fieldwork. On-the-job training allows new agents to earn a paycheck while learning their profession Opportunity is knocking. Don't let it pass you by! Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee. Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.

Posted 30+ days ago

Client Administrator - Commercial Insurance-logo
Client Administrator - Commercial Insurance
Marsh & McLennan Companies, Inc.Scottsdale, AZ
Position Overview The Client Administrator assists in supporting the day-to-day service to our clients or carriers at the direction of the Client Managers and/or department manager. Principal Duties and Responsibilities Process changes to the policies at the direction of the Client Manager, to be sent to the carrier Process, invoice (carry out billing procedures) and deliver to the client endorsements, cancellations, audits, etc. at the request and direction of the Client Manager Follow operating procedures related to file and record maintenance procedures; carry out billing procedures for renewal policies; comply with applicable insurance regulations May review policies received from carriers to ensure conformance to specifications/binders; expedite with insurance carriers needed corrections to policies received, process or prepare (order, follow-up and/or check) endorsements and applications Order policies and other insurance documents required to meet minimum standards from Insurance carriers at the request and direction of the Client Manager May assist in updating client's loss history; collecting and compiling updated information on client exposures; and preparing schedules of insurance coverage and correspondences on routine insurance matters May update applications and schedules (vehicles, drivers, equipment, etc.) at the request and direction of the Client Manager May rate and issue company specific endorsements Conduct all business in accordance with established policies and procedures Other duties as assigned Knowledge, Skills and Abilities Required: High School Diploma or GED 1+ years in commercial lines insurance Ability to obtain Arizona Property/Casualty license upon hire Ability to effectively communicate, both written and verbally, to internal and external parties Excellent time management, organizational and multi-tasking skills with high attention to detail Ability to build and maintain effective relationships with clients, vendors and peers Ability to work independently and in cross-functional teams Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point) #LI-DNI

Posted 3 weeks ago

Onsite P&C Insurance Sales Agents - Speak With A AAA Recruiter Today!-logo
Onsite P&C Insurance Sales Agents - Speak With A AAA Recruiter Today!
AAA Northern California, Nevada and Utah Insurance ExchangeLos Gatos, CA
Why Work For Us? Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period Benefits- Medical, Dental, Vision, wellness program and more! Paid Holidays Paid Time Off- Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities. Collaborative Environment- AAA will value your contribution to providing exceptional service to our members Free AAA Classic Membership AAA Product Discounts Tuition Reimbursement Program Additional Details: Licensing reimbursement, uncapped earning potential with competitive incentive plan, multiple products, multiple ways to earn commissions . Summary At AAA, our Team Members strive to deliver amazing service and help our Members outsmart life's roadblocks. We believe everything you do outside of work adds to who you are at work. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members. Insurance Agents serve our Members by selling them the Property & Casualty, Life and Roadside Assistance insurance that meets the Member's needs. Individuals in this role are accountable for achieving assigned sales goals while providing an exceptional Member experience. Primary responsibilities include soliciting new business, serving existing insured Members, and retaining policies. Insurance Agents participate in promotions, events, marketing activities, and the cross-sell of all AAA insurance products. Insurance Agents are experienced professionals who guide our Members in the purchase of appropriate products and coverage under limited managerial supervision. Essential Functions Uses sales techniques and strong product knowledge to identify customer-specific needs to generate new sales, retain existing insureds and grow our overall insurance book of business. Effectively overcomes objections to close the sale and/or retain the insured. Works to meet or exceed targets as defined in the sales incentive plan and as assigned by the Insurance Agent's manager. Conducts an insurance review for clients to identify a range of suitable products. Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies. Establishes rapport with the insured that enhances the member's affinity to the AAA brand and results in greater member satisfaction and loyalty. Proactively solicits and markets to business and/or community events, performs outbound calling, works marketing lists, and cross-sells/up-sells new and existing customers. Responds to customer inquiries and requests relating to insurance products and membership. Researches and resolves complex customer service issues. Often assists the insured in initiating the first notice of loss on claims. Knowledge and Skills Strong sales skills with a history of effectively developing, tracking, following up on and closing leads. Advanced consultative selling techniques utilizing thorough product knowledge. Education & Experience / Licenses & Certification High School Diploma Bachelor's degree preferred 3-5 years of relevant insurance industry work experience preferred. Possesses or has the ability to possess an active and unrestricted state issued license(s) required to place property and casualty insurance. Knowledge of desktop systems including but not limited to Microsoft Office software applications. "Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records." #MEL #IA #LI-ML1 This is a commission based role on top of guaranteed hourly base rate of pay of $17.17 plus commission/bonus. Potential compensation range could average from $90,000 - $250,000.

Posted 3 days ago

Insurance Agent (Sales, Customer Service)-logo
Insurance Agent (Sales, Customer Service)
Freeway Insurance Services AmericaMount Vernon, WA
Sign-On Bonus Opportunity of up to $4,000* Pay Range: $50000 - $135000 / year Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $10 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems - at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway, Baja, Bluefire, Acceptance & 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 Acceptance Insurance Freeway Auto Insurance

Posted 3 days ago

Ophthalmic Technician - Day Shift, Full Benefits, Pet Insurance, Growth Opportunities!-logo
Ophthalmic Technician - Day Shift, Full Benefits, Pet Insurance, Growth Opportunities!
Eye Care PartnersCenterville, OH
Job Title: Ophthalmic Technician Department: Ophthalmology Supervisor Title: Clinic Supervisor SUMMARY An Ophthalmic Technician is a valuable asset to an Ophthalmologist as they assist in providing excellent patient care to the patients during their visit. This employee is able to handle a wide range of duties while using equipment to perform the initial testing needed to prepare a patient for an exam with an Ophthalmologist. ESSENTIAL DUTIES AND RESPONSIBILITIES Provide exceptional customer service during every patient encounter (in person or via phone) Display a professional attitude, greet patients promptly with a smile, and thank them when they leave Practice urgency at all times with patient's time, as well as doctor's time and schedule Comply with all company policies and procedures including HIPAA Verify patient information by interviewing patient Recording medical history, current medications and confirming purpose of visit Records all data in the patient's Electronic Medical Record (EMR) Checks condition of patient's eyes by observing pupils, muscles, visual acuity, and extraocular movements Required skills include: dilation, refraction, pressures, and performing a variety of diagnostic tests including visual fields, OCT, GDX, IOL master, auto refractor and topography Demonstrates working knowledge of eye anatomy, diseases, symptoms and ocular medications General office duties and cleaning to be assigned by manager QUALIFICATIONS Desire to gain industry knowledge and training Demonstrates initiative in accomplishing practice goals Ability to grow, adapt, and accept change Consistently creating a positive work environment by being team-oriented and patient-focused Ability to interact with all levels of employees in a courteous, professional manner at all times Commitment to work over 40 hours to meet the needs of the business Ability to work weekends when applicable Reliable transportation that would allow employee to go to multiple work locations with minimal notice EDUCATION AND/OR EXPERIENCE Minimum Required: High school diploma or general education degree (GED) required Minimum Required: One year of related experience and/or training; or equivalent combination of education and experience LICENSES AND CREDENTIALS Minimum Required: None SYSTEMS AND TECHNOLOGY Proficient in Microsoft Excel, Word, PowerPoint, Outlook LOCATION This position is located in St Louis, Missouri and offers a hybrid work schedule. Perks: Full Benefits Package - Medical, Vision, Dental and Life Insurance 401k + Employer Matching Paid Time Off and Paid Holidays Paid Maternity Leave Optical Education Reimbursement Competitive Base Pay If you need assistance with this application, please contact (636) 227-2600. Please do not contact the office directly - only resumes submitted through this website will be considered. EyeCare Partners is an equal opportunity/affirmative action employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Posted 1 week ago

State Employees Federal Credit Union logo
Customer Service Representative (Insurance) - Albany Or Schoharie
State Employees Federal Credit UnionSchoharie, NY
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Job Description

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!

Summary of Role:

The Customer Service Representative identifies, contacts, and develops prospective clients, and oversees client new business, following Broadview Insurance Agency and NYS practices. The position is responsible for providing prompt, accurate, courteous service to customers and company personnel with a primary focus on service.

Essential Job Functions/Responsibilities:

  • Growing and developing talents and insurance knowledge to the 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 business, endorsements and policy changes to completion

  • Provide Insurance quotes as requested in a timely manner.

  • Meet sales, retention and revenue objectives.

  • Provide in-house customer service to clients as assigned and requested.

  • Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these items accurately in the system

  • Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.

  • Be familiar with and follow agency E&O guidelines.

  • Maintain electronic files in an orderly, up-to-date manner.

  • Perform special projects at management's request.

  • Other duties as needed

Minimum Job Qualifications:

  • High School Diploma or equivalent is required.

  • 2-5 years customer service experience required

  • Professional designation is a plus

  • Knowledge of phones, call forwarding and transfer, computer systems and software is required

  • Ability to multi-task and handle a fast-paced environment is essential

  • Excellent communication skills and attention to detail

  • Ability to read, process, communicate and deliver customer and vendor requests timely

  • Knowledge of insurance and products is essential

  • Ability to handle, resolve or escalate customer dissatisfaction quickly and professionally

  • Must be eligible for bonding, maintain a NY State Property and Casualty, or Agent's or Broker's license and any required continuing education

Starting Compensation: $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