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Client Executive, Bonds/Surety - Insurance Advisory Solutions-logo
Client Executive, Bonds/Surety - Insurance Advisory Solutions
BRP Group, Inc.Seattle, WA
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. The Surety Account Executive manages all aspects of the clients' surety business in accordance with established policies/procedures and is heavily involved with understanding and implementing strategies tailored to the clients' specific needs. PRIMARY RESPONSIBILITIES: Contact prospective customers or is part of a sales team that explains features and merits of The Baldwin Group's services and surety capabilities, making recommendations based on experience and analysis of prospects. Directs carrier negotiations, recommends surety companies, and secures necessary approvals. Works hand in hand with Surety Advisors and Insurance Advisors on strategies and implementation of those strategies with the Accounts or Prospects. Provides clear and concise guidance to Surety Service Team on the roles and responsibilities of the day-to-day management of the Prospect or Account. Provides management reports for client accounts. Responds to client instructions for bond changes and renewal. Facilitates completion of Contractor/Commercial Questionnaire for prospective new surety clients and analyzes underwriting information with intent of making recommendation to surety. Notifies surety of changes in customer operations affecting surety credit. Effectively coordinates and communicates with the various inter-company units (Baldwin Surety Center of Excellence, Insurance, Accounting, etc). Reviews and recommends improvements to departmental procedures and workflows. Perform contract and bond form review identifying any onerous terms to our clients/sureties. Financial analysis Attends Carrier and Client meetings. KNOWLEDGE, SKILLS & ABILITIES: Excellent verbal and written communication skills that inspire loyalty and commitment from others. Ability to analyze complex surety opportunities, existing surety programs, and develop and communicate appropriate recommendations for clients and prospects through that analyzation. Intermediate knowledge of Microsoft PowerPoint, Outlook, Excel, and Word. Exceptional technical knowledge of surety bonds, contracts, surety market conditions and carrier underwriting appetites with ability to adjust strategy to protect future interests. Makes sound judgements and decisions based on objective analysis and multiple perspectives. Demonstrates the organization's core values, exuding behavior that is aligned with corporate culture. EDUCATION & EXPERIENCE: Obtain and maintain state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment). A minimum of five (5) of surety experience Designations preferred, including CPCU, CIC, CRM, or ARM. WORKSITE EXPECTATIONS: Preference will be giving to candidates in a commutable distance to any office in our West Region: Tustin, Irvine, Roseville, San Dimas, and Seattle. Position is hybrid 2 days in office during initial training period. The starting pay is $150,000+ annually. Salary is negotiable upon time of hire. #LI-JR1 #LI-hybrid IND1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Posted 2 weeks ago

Insurance Sales Agent - Customer Service-logo
Insurance Sales Agent - Customer Service
Freeway Insurance Services AmericaChicago, IL
Sign-On Bonus Opportunity of up to $1,000* Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $15 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems - at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh straight year!. With over 800 retail store locations to choose from nationwide, we encourage you to take your career and income potential to new heights! We are proactively looking for bright, talented, and motivated individuals who are goal oriented and excited for career advancement. Come Grow With Us! What You Will Do: As an Insurance Agent you will be responsible primarily for the sale of nonstandard auto insurance to new and existing customers. Solicit new business and maintain current business levels in order to achieve or exceed sales production goals. Expand business by proactively building relationships with existing customers to meet the agreed upon production goals. Accurate accounting of all currency transactions as well as timely delivery of deposits to the bank with scanned documentation in agency management system. Connects very quickly; builds and leverages client relationships. Ability to educate and advise the customer on which products best fit their needs The Perfect Match: Personal Lines or Property and Casualty license preferred (but not required) Bilingual in English and Spanish preferred Sales or customer service experience High School Diploma or GED Ability to build relationships with sales customers Excellent follow-up and multi-tasking skills Ambitious professional motivated by opportunity for advancement Excellent written and verbal communication skills Insurance Sales Insurance Agent Hiring Immediately Freeway Auto Insurance

Posted 30+ days ago

Financial Services Transformation - Insurance Architect - Senior Manager-logo
Financial Services Transformation - Insurance Architect - Senior Manager
PwCAtlanta, GA
Industry/Sector Insurance Specialism Functional & Industry Technologies Management Level Senior Manager Job Description & Summary A career within Functional and Industry Technologies services will provide you with the opportunity to build secure and new digital experiences for customers, employees, and suppliers. We focus on improving apps or developing new apps for traditional and mobile devices as well as conducting usability testing to find ways to improve our clients' user experience. As part of our team, you'll help clients harness technology systems in financial services focusing on areas such as insurance, sales performance management, retirement and pension, asset management, and banking & capital markets. 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 Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Preferred Certifications: AWS Solutions Architect Professional or Associate Preferred Knowledge/Skills: Demonstrates proven, extensive success managing teams to understand business strategies, envision and prioritize business capabilities from Product and Distribution through to Billing and Claims, design solutions that involve creating business and technology implementation road maps, provide business and technology architecture recommendations, and, utilize tools and techniques to develop and implement project phases, including the following: Technical architectures and products used including general capabilities (i.e web, service, data, and infrastructure) and insurance specific (i.e. Guidewire, EIS, Duck Creek, etc.) to support the creation of client-driven transformation solutions throughout the entire transformation life-cycle; and, Application of technical knowledge to understand existing environments, current and emerging technology trends, software packages and technology vendor marketplaces. Demonstrates proven extensive knowledge and success as a team leader managing and executing the following areas: Enterprise-level technical solutions within specific Insurance markets such as P&C, Life, Annuities, Group & Retirement; Collaboration with Enterprise Technical Architects to create and maintain strategic roadmaps, principles, standards and reference architectures - specifically insurance-related architectures, including policy administration systems; Engagement with business executives to define and document strategy and enabling IT capabilities and the necessary iterations; Guidance provided to Project Architects to develop requirements and establish alignment with business architecture, enterprise and functional area strategic roadmaps; Alignment with internal teams to verify budget and resource commitment to support roadmaps (via architecture dependencies and prioritization); and, Opportunity identification and promotion for cross-business sharing and re-use of application components, rationalizing application portfolios and integrated architectures. Demonstrates proven extensive abilities and success with managing and executing the following areas: Identifying and addressing client needs: build relationships with clients; develop an awareness of Firm services; communicate with the client in an organized and knowledgeable manner; deliver clear requests for information; demonstrate flexibility in prioritizing and completing tasks; and communicate and manage conflicts; Developing strategy; as well as write, communicate, facilitate, and present cogently; to and/or for all levels of Insurance industry audiences, clients and internal staff /management - documenting effectively, using non-technical business terms and vocabulary that are understood clearly by all users and co-workers; and, coordinating, facilitating and making presentations; Designing and leading FS Insurance architecture engagements aligned to a client's business strategy - searching and analyzing large, complex data sets; conducting quantitative and qualitative analyses; understanding and documenting existing business systems and technology; translating end-state business and technology models into architectural blueprints; developing business and technology solution models (conceptual, logical, physical, as-built), architecture diagrams, drawings, and visual communications; and, Coaching, mentoring and supporting systems development teams in implementing architectures. Demonstrates proven abilities and experience with technologies such as the following: Insurance technologies such as Guidewire, EIS, Duck Creek; Web technologies such as HTML5, CSS3, Bootstrap framework, Angular JS, ReactJS, ViewJS, Yeoman, D3js, Nodejs, jQuery; Data architecture, data modeling and data management across relationship, columnar and noSQL technologies like SQL Server, MongoDB, Vertica, neo4j; Big data technologies like Hadoop (Hortwonworks, Cloudera, Azure HDInsight, Amazon EMR), Spark, Kafka, Elasticsearch and others; Service creation and orchestration using ESBs like Mulesoft, Talend; Advanced analytics development experience with R, Python a plus; Architecting solutions across on premise and cloud a plus; and Cloud based data and analytics native PaaS components in Azure, Google Cloud, AWS. Travel Requirements Up to 60% 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: $130,000 - $256,000, 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 2 days ago

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

Posted 30+ days ago

Insurance Agent- Sales, Customer Service-logo
Insurance Agent- Sales, Customer Service
Freeway Insurance Services AmericaEl Paso, TX
Sign-On Bonus Opportunity of up to $1,000* Pay Range: $12 - $18 / hour Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: Discount gym membership to over 12,200 fitness centers and 9,300 on-demand workout videos including a $15 a month reimbursement. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems - at no cost Mental Health Benefit: 12 therapy sessions and 13 additional psychiatric sessions. Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh straight year!. With over 800 retail store locations to choose from nationwide, we encourage you to take your career and income potential to new heights! We are proactively looking for bright, talented, and motivated individuals who are goal oriented and excited for career advancement. Come Grow With Us! What You Will Do: As an Insurance Agent you will be responsible primarily for the sale of nonstandard auto insurance to new and existing customers. Solicit new business and maintain current business levels in order to achieve or exceed sales production goals. Expand business by proactively building relationships with existing customers to meet the agreed upon production goals. Accurate accounting of all currency transactions as well as timely delivery of deposits to the bank with scanned documentation in agency management system. Connects very quickly; builds and leverages client relationships. Ability to educate and advise the customer on which products best fit their needs The Perfect Match: Personal Lines or Property and Casualty license preferred (but not required) Bilingual in English and Spanish preferred Sales or customer service experience High School Diploma or GED Ability to build relationships with sales customers Excellent follow-up and multi-tasking skills Ambitious professional motivated by opportunity for advancement Excellent written and verbal communication skills Insurance Sales Insurance Agent Hiring Immediately Freeway Auto Insurance CBU

Posted 5 days ago

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

Posted 30+ days ago

Insurance Agency Owner - Arizona (Various Cities)-logo
Insurance Agency Owner - Arizona (Various Cities)
American Family Insurance GroupSurprise, AZ
At American Family Insurance, we see our Agency Owners as more than business operators-they are community leaders and protectors of dreams. This role offers a unique opportunity to create financial stability while making a significant, positive impact on the lives of our customers. If you're ready to build a business and take charge of your future, we want to hear from you. Apply today to explore agency owner opportunities across Arizona. We are looking for individuals who are not only motivated but have a proven track record of success and a strong desire to achieve. Are you driven by a strong work ethic and a relentless pursuit of success? As an independent contractor and representative of American Family and its products, you will be in charge of your agency's management, sales, and growth. This includes hiring and collaborating with your team to achieve the strategic business goals you set. Why Become an American Family Insurance Agency Owner? Financial Stability: With nearly $8 billion in policyholder equity, American Family provides the financial security needed to protect your policyholders' dreams. Reputable Standing: As a Fortune 500 company, we are among the largest Property and Casualty insurance groups. Diverse Offerings: Represent American Family Insurance products as well as those from our subsidiary partners. Comprehensive Support: Receive training and support from a local team in marketing, prospecting, business consultation, and more. Unlimited Earning Potential: Benefit from our New Agency Owner Incentive Program with unlimited compensation possibilities. Requirements Acquire Property and Casualty as well as Life and Health insurance licenses. Successfully complete motor vehicle, financial/credit, and criminal background checks. Interested in learning more? Contact a recruiter or join our Talent Community! We recognize that people are the cornerstone of our success, valuing the unique ideas and experiences each individual brings. From our CEO to our agency network, we're dedicated to fostering a diverse and inclusive environment that nurtures innovation, offering protection and restoration for our customers' dreams in unprecedented ways. #LI-AS4

Posted 30+ days ago

Cloud Data & Analytics Manager (Insurance)-logo
Cloud Data & Analytics Manager (Insurance)
PwCSaint Louis, MO
Industry/Sector Insurance Specialism Data, Analytics & AI Management Level Manager Job Description & Summary A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. You'll focus on aligning client data strategies to their business strategy. You will assist clients in choosing a platform, defining their data needs and migrating them to a modern cloud data environment using cloud providers such as Azure, Google Cloud Platform, Amazon Web Services, Snowflake, Databricks or Teradata. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Certification(s) Preferred: Certification in one of the following cloud platforms- AWS/Azure/GCP/Snowflake Preferred Knowledge/Skills: Demonstrates extensive abilities and/or success in one or more of the following areas: Possessing understanding and experience with modern cloud data architectures and engineering for one or more of the following cloud providers- AWS, Azure, GCP; Being highly organized; Proven track record of implementing cloud data architecture and data integration patterns (AWS Glue, Azure Data Factory, Event Hub, Databricks, etc.), storage and processing (Redshift, Azure Synapse, BigQuery, Snowflake); Infrastructure as code (CloudFormation, Terraform); Possessing extensive knowledge of Data Warehousing concepts (normalization, OLAP, OLTP, Vault data model, graphs, star & snowflake schemas); Possessing work experience in Big data engineering (Hadoop, Spark, Scala, Kafka) and ETL/ELT pipeline development (tools: IICS/AWS Glue/SAP BODS/Matillion/DBT/Abinitio/SSIS/SnapLogic); preferable in P&C Insurance data warehouse; Possessing proven knowledge in SQL, report generation using visualization tools such as Tableau/Power BI/Cognos, programming using Python/Spark; Improving advanced analytics solutions, AI/ML models, and operationalizing based on ML Ops process; Having end-to-end knowledge of implementing enterprise data solutions such as Master Data Management, Data Governance and Enterprise Data Warehouse; Architecting and driving delivery of high availability, scalable, process and storage intensive solutions architectures to data integration/migration, analytics and insights, AI and ML; Understanding and familiarity of one or more is a big plus- CI/CD, cloud devops, containers (Kubernetes/Docker, etc.); and, Possessing P&C Insurance industry experience, including proven understanding of insurance data, underlying KPIs and how they are used. Demonstrates extensive abilities with, and/or a proven record of success directing efforts in the following areas: Demonstrating prior Big 4 or proven consulting experience in strategy through execution projects; Managing and streamlining data warehouse team and lead in creation of cloud data warehouse plans, roadmap, success metrics, and assessment of client's enterprise (on-premise and on-cloud) data systems; Working closely with business stakeholders to capture and document business; objectives/requirements, ability to translate business and technology objectives to next generation cloud, digital and technology solution architectures; Coordinating and providing guidance to technology teams and architects to define and develop technology solutions; Demonstrating critical thinking and problem-solving methods and skills; Supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; Coaching staff including timely meaningful written and verbal feedback; Building, maintaining and utilizing networks of client relationships and community involvement; Using appropriate facilitation techniques to gain agreement or move others to action; Managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $100,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Sales Representative, Life Insurance-logo
Sales Representative, Life Insurance
Kemper Corp.Little Rock, AR
Location(s) Little Rock, Arkansas 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

Cloud Data & Analytics Senior Manager (Insurance)-logo
Cloud Data & Analytics Senior Manager (Insurance)
PwCRosemont, IL
Industry/Sector Insurance Specialism Data, Analytics & AI Management Level Senior Manager Job Description & Summary A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. You'll focus on aligning client data strategies to their business strategy. You will assist clients in choosing a platform, defining their data needs and migrating them to a modern cloud data environment using cloud providers such as Azure, Google Cloud Platform, Amazon Web Services, Snowflake, Databricks or Teradata. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. 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: 9 year(s) Preferred Qualifications: Certification(s) Preferred: Certification in one of the following cloud platforms- AWS/Azure/GCP Preferred Knowledge/Skills: Demonstrates abilities and/or success in one or more of the following areas: Possessing understanding and experience with modern cloud data architectures and engineering for one or more of the following cloud providers- AWS, Azure, GCP; Being highly organized; Proven track record of implementing cloud data architecture and data integration patterns (AWS Glue, Azure Data Factory, Event Hub, Databricks, etc.), storage and processing (Redshift, Azure Synapse, BigQuery, Snowflake); Infrastructure as code (CloudFormation, Terraform); Understanding of Data Warehousing concepts (normalization, OLAP, OLTP, Vault data model, graphs, star & snowflake schemas); Demonstrating relevant project management experience in organizing and leading teams including Big data engineering (Hadoop, Spark, Scala, Kafka) and ETL pipeline development (tools: IICS/AWS Glue/SAP BODS/ SSIS/SnapLogic); preferable in P&C Insurance data warehouse; Understanding of 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; Improving advanced analytics solutions, AI/ML models, and operationalizing based on ML Ops process; Implementing enterprise data solutions concepts such as Master Data Management, Data Governance and Enterprise Data Warehouse; Architecting and driving delivery of high availability, scalable, process and storage intensive solutions architectures to data integration/migration, analytics and insights, AI and ML; Understanding and familiarity of one or more is a big plus- CI/CD, cloud devops, containers (kubernetes/Docker, etc.); Possessing P&C Insurance industry experience, including a proven understanding of insurance data, underlying KPIs and how they are used; and, Understanding of Insurance product like Guidewire (PolicyCenter, BillingCenter, & ClaimsCenter). Demonstrates thought leader-level abilities with, and/or a proven record of success directing efforts in the following areas: Demonstrating prior Big 4 or strong consulting experience in strategy through execution projects; Leading the ideation and development of accelerators/prebuilt solutions that package leading practices and enable rapid deployment of high quality solutions for our clients; Leading and shaping the development of and execution of GTM strategy and industry specific offerings / assets; Leading the development and delivery of sales support materials for Data Integration opportunities, including delivery of client training and industry events; Acting as a subject matter specialist on Data architectures/tools/solutions, leveraging your knowledge and experience to meet client's needs; Leading and driving the sizing effort related to Data work, plan and build strong teams utilizing onsite/offshore mix, utilizing deployment models for efficient delivery of solution; Performing as a team leader by creating a positive environment, building team members based on coaching and mentoring, shaping next generation of Data Integration leaders; Monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid feedback in a timely manner and keeping leadership informed of progress and issue. 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: $130,000 - $256,000, 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 Account Manager - Commercial Lines-logo
Insurance Account Manager - Commercial Lines
AcrisureAlabama, NY
Job Title: Account Manager Department: Commercial Lines Location: Based out of Pensacola, FL, open to other locations About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job Summary: The Commercial P&C Account Manager is responsible for aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Must meet service and sales delivery standards and perform essential functions to the quality and service standards developed by the agency. The duties and responsibilities of this position are to support the goals, mission and needs of the Agency. Primarily, this entails providing the producer/risk advisor with the necessary service support to aid them in obtaining new clients and retaining existing ones. 3 or more years' previous experience in a Commercial Lines Account Manager position are needed to be successful in this role. Job Functions & Responsibilities: Assists clients with making coverage changes in an automated environment supported by imaging system; determines if delayed or advanced billing is appropriate and requests invoices from accounting department Informs and educates clients about policy coverage, changes, exclusion and insurance coverage needs. Prepares proposals in coordination with producer(s). Submits applications to eligible and appropriate carriers in coordination with Marketing department and Producer Obtains client signatures on applications as necessary; follows up to ensure timely receipt of quotations and policies. Manages clients' needs by producing binders, certificates, policies, endorsements and other related items; verifies their accuracy. Prepares summaries of insurance, schedules and proposals as needed for account review. Remarkets certain renewals, contacts clients, creates renewal proposals and handles other renewal activities in coordination with the producer(s). Reviews contracts and insurance requirements to determine if insured's coverage is sufficient or if additional coverage needs to be quoted Renews policies following agency standards. Verifies each renewal's accuracy; ensures that all renewals are produced. Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier. Maintains and updates electronic and client activity files. Verifies policy and policy change information, facilitating corrections when necessary. Processes incoming mail requests, responding promptly and appropriately. Uses agency credit and collection policy in invoicing and pursuing prompt payments Coordinate COI issuance Attends meetings with Clients at their location as necessary. Other duties may be assigned as needs arise, or as required. This description is not intended as a contract and is subject to change. Qualifications: Experience: Five (5) or more years Commercial Lines Account Manager experience preferred, but will consider 3+ years Special Technical Knowledge: Must have an active P&C License (If in Florida, a 2-20 Full knowledge of insurance products and usage. Adequate knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain and underwrite assigned client and prospect lists. Full knowledge of insurance markets and reference to markets. Ability to carry out complex tasks with concrete and abstract variables. Excellent computer skills needed and must understand functionality. Competencies: Functional Technical Skills - has functional and technical ability to do job at high level of accomplishment. Informing - provides information so that decisions can be made on a timely basis with accuracy. Time Management - uses time effectively and efficiently, concentrates efforts on more important priorities. Quantity of Output - amount of work is expected to meet goals on regular basis. Quality of Work Output -is with few errors with little rework. Special Skills and/or Abilities: Ability to communicate fluently in English in all oral and written communications with others. Ability to understand written and oral communication and interpret abstract information. Must be a team player and customer service oriented. Applied Systems Epic agency management system used so experience is a plus Benefits & Perks: Competitive Compensation Industry Leading Healthcare Savings and Investments Charitable Giving Programs Offering hybrid work option Opportunities for Growth Parental Leave Generous time away #LI-LR1 Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.

Posted 3 weeks ago

Insurance Sales Agent-logo
Insurance Sales Agent
AAA Mid-AtlanticWichita, KS
Ability to sell through multiple insurance carriers Access to sell to our millions of AAA members for preferred lead generation Company paid incentive trips for top performers Sales focused with a dedicated Customer Service & Policy Retention teams Opportunity to build your book and make renewal income What we can offer you: A competitive base salary, plus unlimited monthly commission opportunity 3+ weeks of Paid Time Off - rollover and buyout options available 8 Paid Holidays 401(k) plan with employer match up to 7% (Traditional and Roth available) Medical, Dental, Vision and Prescription coverage FREE AAA membership (inclusive of product & service discounts) FREE Life Insurance The primary duties of the Insurance Sales Agents are: Identify customer needs and recommend appropriate insurance products. Offering an array of personal lines, small commercial and life insurance products Establish strong customer and community relationships to help develop additional leads and referrals Maintain partnerships with insurance company representatives and underwriters Minimum Qualifications: This is an in-office position. Candidates must reside within a commutable distance from our Wichita, KS office. 2+ years of experience in a sales environment meeting set metrics Experience in networking and prospecting to generate your own leads Ability to obtain a Property and Casualty License and Life License within 60 days of hire Ability to learn new computer programs & multi-task ACA is an equal opportunity employer and complies with all applicable federal, state, and local employment practices laws. At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers. We strive to attract and retain candidates with a passion for their work and we encourage all qualified individuals to apply. It is ACA's policy to employ the best qualified individuals available for all positions. Hiring decisions are based upon ACA's operating needs, and applicant qualifications including, but not limited to, experience, skills, ability, availability, cooperation, and job performance. Job Category: Insurance

Posted 5 days 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)
Nationwidewinterthur, DE
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

Bilingual Insurance Sales Trainee/ Sales Representative-logo
Bilingual Insurance Sales Trainee/ Sales Representative
Freeway Insurance Services AmericaSelma, AL
What We Offer: No cold calling involved Uncapped commission potential Lucrative bonus opportunities including performance-based bonuses and sales competitions Continuous on-going training and mentorship Growth-oriented culture with internal promotion opportunities Comprehensive Benefits package including medical, dental, vision, and life insurance Comprehensive 401K plan with competitive employer match Paid time off including holidays, vacation, and personal time Annual incentive trip for top performers Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. 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, universal life, critical illness, and accident insurance plans. We even offer pet insurance. Pay Range: For a Bilingual Insurance Sales Agent is $14 / hourly. Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives! Our Company: Confie and its family of companies - Acceptance Insurance, also known as Freeway Insurance, 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 Sales 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 Location: On Site Insurance Sales Insurance Agent Hiring Immediately Freeway Auto Insurance

Posted 5 days ago

Sales Representative, Trainee - Life Insurance - Chicago South-logo
Sales Representative, Trainee - Life Insurance - Chicago South
Kemper Corp.Chicago, IL
Location(s) Chicago, Illinois 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. The compensation for the role is fully commissioned based. 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 3 weeks ago

Vice President, Insurance & Risk Manager-logo
Vice President, Insurance & Risk Manager
NYCEDCNew York, NY
Our Vision: To make New York City the global model for inclusive innovation and economic growth, fueled by the City's diverse people and businesses. Our Mission: Creating a vibrant, inclusive, and globally competitive economy for all New Yorkers. POSITION OVERVIEW: The Vice President (VP), Insurance & Risk Manager will report directly to the Executive Vice President of Finance and will be responsible for the delivery and oversight of the organization's insurance and risk management programs. In this role, you will interact regularly with other departments and staff throughout the organization to establish industry best practices. ESSENTIAL DUTIES AND RESPONSIBILITIES: Advise on all corporate wide insurance matters including reviewing operations, identifying gaps, and recommending new coverages as needed Manage NYCEDC's internal captive insurance company including the development of processes and policies to be used with the captive, the addition of new coverages, and review of the captive's risks and exposures Review contracts managed by different departments across the organization along with the NYCEDC Legal Department and, occasionally, discuss with external parties and/or their insurance brokers Manage firm-wide claims process, working closely with the Legal Department on all claims, perform deductible reserves analysis, manage property claims from start to finish, and update monthly claims/loss ratios Coordinate all insurance and risk related requests from internal/external stakeholders who play a role in the various insurance functions at NYCEDC Prepare, present, and manage the annual insurance budget Train project support teams and others in the review certificates of insurances (COI's) Coordinate site visits for insurance appraisals and loss mitigation/risk control services, present the resulting recommendations internally and discuss their implementations Manage external relationships with third party administrators (TPAs), the organization's insurance brokers, insurers, the captive insurance company manager and City, State, and Federal agencies Review and execute on requests for insurance modifications and waivers Guide and manage Senior Analyst in all facets of assigned tasks Build strong cross-functional relationships throughout the organization to support the long-term growth of the function and the team Other duties as assigned QUALIFICATIONS: Bachelor's or equivalent degree required; ARM, CPCU certification preferable 8+ years of relevant commercial insurance and/or risk management experience Demonstrated experience as a corporate risk manager with direct responsibility for purchasing of coverages in the commercial insurance markets Knowledge of risk management governance and controls Experience with construction and lease contracts insurance requirements preferred Demonstrated ability to adapt to and initiate change within the organization. Strong communication, facilitation, and consensus building skills Process design and analysis skills Demonstrated ability to work effectively in teams with a commitment to professionalism High ethical standards with a strong understanding of confidentiality requirements New York City residence is required within 180 days of hire Salary Range $125,000-$130,000 USD About Us: New York City Economic Development Corporation is a mission-driven, nonprofit organization that works for a vibrant, inclusive, and globally competitive economy for all New Yorkers. We take a comprehensive approach, through four main strategies: strengthen confidence in NYC as a great place to do business; grow innovative sectors, with a focus on equity; build neighborhoods as places to live, learn, work, and play; and deliver sustainable infrastructure for communities and the city's future economy. NYCEDC is committed to offering competitive benefits to support employee health, happiness, and work-life balance. We offer comprehensive benefits and unique perks to ensure NYCEDC employees flourish in their professional and personal lives: Generous employer subsidized health insurance Medical, dental, and pharmacy plans Vision and hearing benefits Flexible spending accounts for healthcare and dependent care Short term and long-term disability coverage 100% employer covered life insurance and supplemental life insurance coverage Up to 25 vacation days Floating Holidays and Summer Fridays Parental leave - up to 20 paid weeks Retirement savings programs Company-paid 401(a) defined contribution plan 457(b) tax-advantaged retirement savings plan Tuition Reimbursement program Continuing education and professional development Public Service Loan Forgiveness (PSLF) eligible employer College savings plan Backup childcare Gym membership discounts A Calm.com membership for mindfulness and mental health support Employee discounts through Plum Benefits and much more Benefits listed above may vary based on the length and nature of your employment with New York City Economic Development Corporation. These benefits are subject to be modified at any time, at the discretion of the organization. The New York City Economic Development Corporation is an Equal Opportunity Employer. Our Diversity, Equity, and Social Responsibility Mission is to create a People First strategy by attracting, retaining, and engaging a diverse and talented workforce. Like the city of New York, NYCEDC knows our strength comes from each of our connected parts, making the fabric of our organization better and stronger because of our unique employees' talents. For more information, visit our website at edc.nyc.

Posted 3 weeks ago

Insurance Agency Owner - Wisconsin Various Cities In Wisconsin-logo
Insurance Agency Owner - Wisconsin Various Cities In Wisconsin
American Family Insurance GroupMount, 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

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

Posted 30+ days ago

Insurance Sales Agent - Customer Service-logo
Insurance Sales Agent - Customer Service
Freeway Insurance Services AmericaAvondale, AZ
Sign-On Bonus Opportunity of up to $1,000* Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: Discount gym membership to over 12,200 fitness centers and 9,300 on-demand workout videos including a $15 a month reimbursement. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems - at no cost Mental Health Benefit: 12 therapy sessions and 13 additional psychiatric sessions. Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh straight year!. With over 800 retail store locations to choose from nationwide, we encourage you to take your career and income potential to new heights! We are proactively looking for bright, talented, and motivated individuals who are goal oriented and excited for career advancement. Come Grow With Us! What You Will Do: As an Insurance Agent you will be responsible primarily for the sale of nonstandard auto insurance to new and existing customers. Solicit new business and maintain current business levels in order to achieve or exceed sales production goals. Expand business by proactively building relationships with existing customers to meet the agreed upon production goals. Accurate accounting of all currency transactions as well as timely delivery of deposits to the bank with scanned documentation in agency management system. Connects very quickly; builds and leverages client relationships. Ability to educate and advise the customer on which products best fit their needs The Perfect Match: Personal Lines or Property and Casualty license preferred (but not required) Bilingual in English and Spanish preferred Sales or customer service experience High School Diploma or GED Ability to build relationships with sales customers Excellent follow-up and multi-tasking skills Ambitious professional motivated by opportunity for advancement Excellent written and verbal communication skills Insurance Sales Insurance Agent Hiring Immediately Freeway Auto Insurance CBU

Posted 30+ days ago

Insurance Sales Agent - Customer Service-logo
Insurance Sales Agent - Customer Service
Freeway Insurance Services AmericaMesa, AZ
Sign-On Bonus Opportunity of up to $1,000* Pay Range: $13 - $19 / hour Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: Discount gym membership to over 12,200 fitness centers and 9,300 on-demand workout videos including a $15 a month reimbursement. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems - at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh straight year!. With over 800 retail store locations to choose from nationwide, we encourage you to take your career and income potential to new heights! We are proactively looking for bright, talented, and motivated individuals who are goal oriented and excited for career advancement. Come Grow With Us! What You Will Do: As an Insurance Agent you will be responsible primarily for the sale of nonstandard auto insurance to new and existing customers. Solicit new business and maintain current business levels in order to achieve or exceed sales production goals. Expand business by proactively building relationships with existing customers to meet the agreed upon production goals. Accurate accounting of all currency transactions as well as timely delivery of deposits to the bank with scanned documentation in agency management system. Connects very quickly; builds and leverages client relationships. Ability to educate and advise the customer on which products best fit their needs The Perfect Match: Personal Lines or Property and Casualty license preferred (but not required) Bilingual in English and Spanish preferred Sales or customer service experience High School Diploma or GED Ability to build relationships with sales customers Excellent follow-up and multi-tasking skills Ambitious professional motivated by opportunity for advancement Excellent written and verbal communication skills Insurance Sales Insurance Agent Hiring Immediately Freeway Auto Insurance CBU

Posted 30+ days ago

BRP Group, Inc. logo
Client Executive, Bonds/Surety - Insurance Advisory Solutions
BRP Group, Inc.Seattle, WA
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Job Description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.

The Surety Account Executive manages all aspects of the clients' surety business in accordance with established policies/procedures and is heavily involved with understanding and implementing strategies tailored to the clients' specific needs.

PRIMARY RESPONSIBILITIES:

  • Contact prospective customers or is part of a sales team that explains features and merits of The Baldwin Group's services and surety capabilities, making recommendations based on experience and analysis of prospects.

  • Directs carrier negotiations, recommends surety companies, and secures necessary approvals.

  • Works hand in hand with Surety Advisors and Insurance Advisors on strategies and implementation of those strategies with the Accounts or Prospects.

  • Provides clear and concise guidance to Surety Service Team on the roles and responsibilities of the day-to-day management of the Prospect or Account.

  • Provides management reports for client accounts.

  • Responds to client instructions for bond changes and renewal.

  • Facilitates completion of Contractor/Commercial Questionnaire for prospective new surety clients and analyzes underwriting information with intent of making recommendation to surety.

  • Notifies surety of changes in customer operations affecting surety credit.

  • Effectively coordinates and communicates with the various inter-company units (Baldwin Surety Center of Excellence, Insurance, Accounting, etc).

  • Reviews and recommends improvements to departmental procedures and workflows.

  • Perform contract and bond form review identifying any onerous terms to our clients/sureties.

  • Financial analysis

  • Attends Carrier and Client meetings.

KNOWLEDGE, SKILLS & ABILITIES:

  • Excellent verbal and written communication skills that inspire loyalty and commitment from others.

  • Ability to analyze complex surety opportunities, existing surety programs, and develop and communicate appropriate recommendations for clients and prospects through that analyzation.

  • Intermediate knowledge of Microsoft PowerPoint, Outlook, Excel, and Word.

  • Exceptional technical knowledge of surety bonds, contracts, surety market conditions and carrier underwriting appetites with ability to adjust strategy to protect future interests.

  • Makes sound judgements and decisions based on objective analysis and multiple perspectives.

  • Demonstrates the organization's core values, exuding behavior that is aligned with corporate culture.

EDUCATION & EXPERIENCE:

  • Obtain and maintain state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).

  • A minimum of five (5) of surety experience

  • Designations preferred, including CPCU, CIC, CRM, or ARM.

WORKSITE EXPECTATIONS:

  • Preference will be giving to candidates in a commutable distance to any office in our West Region: Tustin, Irvine, Roseville, San Dimas, and Seattle.

  • Position is hybrid 2 days in office during initial training period.

The starting pay is $150,000+ annually. Salary is negotiable upon time of hire.

#LI-JR1

#LI-hybrid

IND1

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.