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Insurance Servicing Agent-logo
Insurance Servicing Agent
First Tech Credit UnionHillsboro, OR
The Insurance Service Agent services existing insurance policies, processing and following up on requested changes and updates received primarily through inbound requests. Here's what you can expect from the job and what you need to be successful: Job Duties Responds to billing and coverage inquiries and proof of insurance requests Respond to underwriting information requests on in-force policies Resolve complex billing issues by following up with insurance carrier Assess members' insurance needs and educate members on insurance policies and coverage options in order to identify cross sell and referral opportunities Conduct policy reviews on in-force policies and advise on additional coverages and policies as needed Maintain up-to-date electronic client files in compliance with agency and regulatory requirements Essential Skills Minimum 2 years' experience in the Insurance industry Ability to organize, analyze and interpret data to reach sound decisions and guide clients based on individual risk tolerances Effective time management and organizational skills, with the ability to independently prioritize workload and meet deadlines Foster strong relationships with internal and external stakeholders Strong communication skills, both oral and written Up to date knowledge of insurance industry trends, products/services, procedures and policies Proficiency with basic to complex mathematical calculations Working knowledge of Microsoft Office Suite Minimum Education:High School Diploma Certification/License: Property & Casualty license required, Life & Health license preferred Location: Hillsboro, OR 97124 | (HYBRID) Target Compensation in Hillsboro, OR: $54k - $60k annually + monthly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa transfer/ sponsorship for this position #LI-KW1

Posted 30+ days ago

Sales Representative, Life Insurance-logo
Sales Representative, Life Insurance
Kemper Corp.Beaumont, TX
Location(s) Life-Interstate Highway 10 North-Beaumont-TX 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

Personal Lines Insurance Account Manager-logo
Personal Lines Insurance Account Manager
AcrisurePompano Beach, FL
Acrisure is growing and looking for insurance professionals interested in joining our Personal Lines area of business. 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: Our Personal Lines Account Managers are responsible for maintaining and growing relationships with our clients, ensuring their insurance needs are met, and providing outstanding service. The ideal candidate will have a proven background in insurance, excellent communication skills, and a passion for delivering results. 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 By applying here and providing us with your resume, you will be added to our Talent Pipeline to be contacted as Personal Lines Account Manager opportunities open in your area. We appreciate your interest and look forward to further communication. To see specific open positions, please visit our career site: Acrisure Career Center Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.

Posted 30+ days ago

Sales Manager, Life Insurance-logo
Sales Manager, Life Insurance
Kemper Corp.Lumberton, NC
Location(s) Lumberton, North Carolina Details Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Position Summary: Kemper Home Service team seeking a Sales Manager to work with agents within their assigned territory in the Rockingham, NC area. The job functions of the Sales Manager include recruiting, training and supervising the agents (average of seven) assigned. Position Responsibilities: Responsible for the performance of his/her agents and is expected to achieve results through consistent recruiting, training and supervising activities Continuously prospecting for agent candidates. Regularly works with the assigned agents, supervising and monitoring the agent's job functions including sales and collection activity. Conducts business inspections in the field and by phone to ensure that company policies and procedures are being followed. Provides service for agencies without an assigned agent. Reports to the District Manager. Position Qualifications: 2+ years of sales management or equivalent experience. Fully licensed in Life, Health, Property and Casualty required. This position requires work in-office and in the field, as business dictates, 50-100% of time will be spent in the field to recruit, train/develop, and support agents in their assigned territories. Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee. Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.

Posted 3 weeks ago

Director, Middle Market Business Development - Commercial Lines (P&C Insurance Production Underwriting Leader)-logo
Director, Middle Market Business Development - Commercial Lines (P&C Insurance Production Underwriting Leader)
Nationwidebrentwood, NY
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

Cloud Data & Analytics Implementation Senior Associate (Insurance)-logo
Cloud Data & Analytics Implementation Senior Associate (Insurance)
PwCColumbia, SC
Industry/Sector Insurance Specialism Data, Analytics & AI Management Level Senior Associate Job Description & Summary A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. You'll focus on aligning client data strategies to their business strategy. You will assist clients in choosing a platform, defining their data needs and migrating them to a modern cloud data environment using cloud providers such as Azure, Google Cloud Platform, Amazon Web Services, Snowflake, Databricks or Teradata. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 4 year(s) Preferred Qualifications: Certification(s) Preferred: Certification in one of the following cloud platform- AWS/Azure/GCP Certification in Snowflake Certification in any ETL/ELT tool Preferred Knowledge/Skills: Demonstrates thorough knowledge and success as both team leader and member roles within a professional services firm or large enterprise. Understanding and experience with modern cloud data architectures and engineering for one or more of the following cloud providers- AWS, Azure, GCP; Implementing cloud data architecture and data integration patterns for one or more of the cloud providers (AWS Glue, Azure Data Factory, Event Hub, Databricks,Snowflake etc.), storage and processing (Redshift, Azure Synapse, BigQuery, Snowflake); Infrastructure as code (CloudFormation, Terraform); Understanding and thorough knowledge of Data Warehousing concepts (normalization, OLAP, OLTP, Vault data model, graphs, star & snowflake schemas); Applying knowledge and relevant work experience in Big data engineering (Hadoop, Spark, Scala, Kafka) and ETL pipeline development tools (tools: IICS/AWS Glue/Matillion/Abinitio SSIS/SnapLogic); preferable in P&C/L&A Insurance data warehouse; Developing file and object-based storage solutions using Azure ADLS 2.0 or AWS S3; Applying knowledge in SQL, report generation using visualization tools such as Tableau/Power BI/Cognos Programming using Python/Spark Understanding of enterprise data concepts such as Master Data Management Data Governance and Enterprise Data Warehouse; Support cross-functional teams to understand their workflow and automation needs. Design and develop scalable data warehouse solutions that meet the organization's data storage, retrieval, and analysis requirements. Understanding and familiarity of one or more is a big plus- CI/CD, cloud devops, containers (kubernetes/Docker, etc.); Understanding of insurance data, underlying KPIs and how they are used; and, Demonstrating prior P&C/L&A Insurance industry experience. Demonstrates thorough abilities success with managing the identification and addressing of client needs: Applying modern, cloud-based technology skills, ability to research emerging trends, analyst publications, and adoption of modern technologies in solution architectures; Contributing as a team member by understanding personal and team roles, contributing to a positive working environment by building proven relationships with team members, proactively seeking guidance, clarification and feedback; and, Prioritizing and handling multiple tasks, researching and analyzing pertinent client, industry and technical matters, utilizing problem-solving skills, and communicating effectively in written and verbal formats to various audiences (including various levels of management and external clients) in a professional business environment. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

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

Posted 30+ days ago

Sr. Client Manager, Commercial Risk - Insurance Advisory Solutions Northeast-logo
Sr. Client Manager, Commercial Risk - Insurance Advisory Solutions Northeast
BRP Group, Inc.Kingston, MA
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. POSITION SUMMARY: The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. PRIMARY RESPONSIBILITIES: Performs all Client Manager, Commercial Risk responsibilities as well as: Assists in establishing and maintaining appropriate commercial carrier relationships. Performs marketing activities for large accounts as assigned. Prepares risk maps or peer reviewing risk maps for assigned accounts. Coordinates service delivery including developing initial placement/renewal strategy. Completes special projects. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership. When requested, serves as a mentor to new colleagues. EDUCATION AND EXPERIENCE REQUIREMENTS: Education:None required; Bachelor's degree and working towards a professional insurance designation preferred Experience (years and type of experience): 10 years' experience and demonstrated proficiency in Commercial Account Management required; 10+ years' experience and demonstrated proficiency in Commercial Account Management preferred Certification(s): None required; None preferred License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites. Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects. Demonstrates effective presentation skills through verbal and written communications. Exhibits excellent client service and problem-solving skills. Can comfortably work in a collaborative manner with a team of professionals from CRMG and other business segments. Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn any other appropriate program or software system used by the firm as necessary OTHER REQUIREMENTS: None SPECIAL WORKING CONDITIONS: Fast paced multi-tasking environment Some travel may be required IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. #LI-JL1 #LI-HYBRID Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Posted 30+ days ago

Managing Director, Insurance-logo
Managing Director, Insurance
West Monroe Partners, LLCChicago, IL
West Monroe Partners has an opportunity for an Insurance Managing Director. This role entails driving towards achieving the Insurance financial plan, developing new business, managing client relationships, and providing hands-on guidance, direction, and oversight to project teams. The ideal candidate should be passionate about what they do, enjoy working in an entrepreneurial environment, and possess proven and repeatable experience in the Insurance space. Preferred locations are Chicago and New York. Responsibilities: Cultivate new and existing client business development opportunities for the Insurance Practice with a focus on property & casualty companies, brokerages, managing general agents, and InsurTech Significant generation of prospecting/networking activities in the pursuit of new client acquisition and brand awareness Develop key accounts with recurring revenue Actively participate in relevant local business and Insurance industry organizations Exhibit an in-depth understanding of client issues and how to apply the appropriate West Monroe capabilities and offerings to convert identified issues into consulting opportunities and proposals Lead the development of proposals, work plans, pricing estimates, and risk assessments for potential projects Partner with Technology, Operational Excellence, Customer Solutions, and/or product practices to build a multi-disciplinary approach for proposals Effectively partner with other Insurance and/or WM leaders, Business Development and Marketing teams to lead and drive marketing campaigns Collaborate with office and Insurance leadership to grow the Insurance practice in alignment with national Insurance practice goals (headcount, financials, clients). Create effective go-to-market strategies while driving the development/enhancement of West Monroe's Insurance practice methodologies, best practices, and approaches to client delivery Lead, mentor, and grow consultants and actively participate in the performance management process Actively participate in the recruiting process for additional practice managers and consultants Display an entrepreneurial desire and selflessness to give your time, energy, and passion to growing the firms culture and our people both inside and outside of office hours Manage practice financials in accordance with the national Insurance Practice budgets Serve as engagement leadership and quality assurance across a client portfolio Provide value via consulting engagements and sharing of meaningful thought leadership Mentor and manage teams of younger consultants to ensure quality of delivery and to keep projects on time and budget Respond to client requests for immediate issues while also being able to take on the accountability of driving projects to completion; serve as the point of escalation Analyze each client's specific request and determine the underlying issue and recommend appropriate solutions Qualifications: Minimum of 12+ years of hands-on experience leading business and technology strategy projects and experience with complex business systems integration and technology transformation, specifically within property & casualty insurance companies, brokerages, managing general agents, reinsurance, and InsurTech 12+ years of professional services consulting experience preferred; Strong preference for someone who has led a relevant consulting group or practice in the local market in the past 3 years Experience in commercial diligence, direct monetization, and financial revenue transformation for property & casualty brokers preferred Preference for this individual to have technical experience in the following: Salesforce, Databricks, OneStream, Artificial Intelligence, robotic process automation, and / or machine learning Preferred experience with employee benefits An active professional network of relevant executive-level contacts in the local market/region Strong program and project management methodology background, including strategic planning and analysis, schedule, scope, issue and risk management experience, change management highly preferred for this individual to be visible in relevant professional organizations, have published thought leadership, and have an active voice in their local market Strong communication skills and a commitment to inclusion and diversity, and openness to new ideas and perspectives The ability to lead entrepreneurial environments effectively, balancing decision-making with collaboration A strong balance of subject matter expertise and business skills, with a high level of intellectual agility and capacity for original thought A collaborative, disciplined focus with the ability to lead and motivate a team and attract, develop and retain talent A commitment to inclusion and diversity, and openness to new ideas and perspectives Ability to travel frequently to be on-site with clients and in-person with project teams 3 days per week.

Posted 2 weeks ago

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

Posted 30+ days ago

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

Posted 30+ days ago

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

Posted 30+ days ago

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

Posted 3 weeks ago

Life Insurance Agent-logo
Life Insurance Agent
AAA Northern California, Nevada And Utah Insurance ExchangeRoseville, CA
Why Work For Us? Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period Benefits- Medical, Dental, Vision, wellness program and more! Paid Holidays Paid Time Off- Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities. Collaborative Environment- AAA will value your contribution to providing exceptional service to our members Free AAA Classic Membership AAA Product Discounts Tuition Reimbursement Program . At AAA, our Team Members strive to deliver amazing service and help our Members outsmart life's roadblocks. We believe everything you do outside of work adds to who you are at work. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members. Essential Functions Maximizes life insurance market penetration with current members and property/casualty insureds and stays vigilant for new sales opportunities. Maintains high quality production and persistency standards to assure profitable growth. Identifies and develops sales opportunities within the community. Follows company approved sales process in the completion of required financial, activity and sales reporting. Provides life sales support and training on lead development and identification for the frontline employees, Insurance Sales Agents (P/C) and other staff who come in contact with members/ insureds. Establishes and maintains strong working relationships with front line employees, Sales Agents and the branch management team. Notifies Agents in a timely manner of result with referred lead. Provides leads from life insureds and other calls to Sales Agents for other products/services, i.e., membership, auto/homeowners and travel insurance. Stays well-informed of changes and developments in policy and/or external practices. Attends meetings to obtain information, provide input, keep lines of communication open, stay updated and offer sales ideas when appropriate. Keeps current in industry; maintains continuing education for licensure. Develops annual business plan with input and involvement from the Life Sales Manager to meet goals and determine responsibilities, including new business life sales, quality standards, as well as building outstanding customer relationships. Reviews plan objectives and reassesses strategies to align performance relative to annual sales goals. Ensures compliance with NCNU and AAA Life and regulations, as well as external regulations Knowledge/Skills/Abilities Strong interpersonal, presentation and communication skills needed to interact with staff, members and insureds effectively Ability to cultivate relationships with peers and staff; educates staff to make referrals to Life Insurance Agents Computer skills in basic software applications, and navigating business applications specific to life insurance Demonstrated skills in selling life insurance and annuities; Skills to develop, track and effectively follow up on leads (preferred) Strong knowledge in sales techniques, life product line illustrations, features and benefits (preferred) Demonstrated skills in prospecting and lead generation abilities (preferred) Bilingual communication skills (preferred) Education & Experience/Licenses & Certification High School Diploma or GED Valid Automobile Operator's License Active CA Life Insurance License required Bachelor's degree in related area or an equivalent combination of education and experience (preferred) 1+ years experience in Life Insurance and/or Annuity Sales (preferred) CLU, ChFC and/or LUTCF Designations (preferred) Work Environment/Physical Requirements Works in an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job involves the use of a personal computer. $16.50/hour non-recoverable draw on commission+ incentive #IA

Posted 30+ days ago

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

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

Posted 30+ days ago

Sales Representative, Life Insurance-logo
Sales Representative, Life Insurance
Kemper Corp.Hillside, IL
Location(s) Hillside, 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 2 weeks ago

Insurance Agency Owner - Kennewick, WA-logo
Insurance Agency Owner - Kennewick, WA
American Family Insurance GroupKennewick, WA
Business owner. Community leader. Protector of dreams. That's what makes an American Family Insurance Agency Owner. It's a highly rewarding opportunity that allows you to create financial stability while making a positive impact on our customers' lives. If you're looking for a chance to build a business and own your future - we're interested in you! Apply today. At American Family, we're trying to find individuals with experience in success and eagerness to accomplish something that takes time, energy, and commitment. Are you involved in your community and can visualize success? Agency Owners operate as independent contractors, representing American Family and our products exclusively. As an agency owner, you'll be responsible for your agency's overall management, sales, and growth. You are your own boss everything you do for your agency is because of you and your efforts are what makes your agency successful. You'll also hire your team and work with them to meet aim and design your goals you set. We will help and guide you to find your office location where you will be on-site supporting your customers. Reasons why you should become an American Family Insurance Agency Owner: Financially Fit: with nearly $8 billion in policyholder equity, American Family has the financial security to protect the dreams of your policyholders Fortune 500 company that is among the largest Property and Casualty insurance groups Offer American Family Insurance products and products and services through our subsidiary partners Coaching and support from a local team - from marketing, prospecting, business consultation and more Unlimited compensation potential including a New Agency Owner Incentive Program Requirements Obtain Property and Casualty and Life and Health insurance licenses Pass a motor vehicle, financial/credit and criminal background check Interested in learning more? Contact a recruiter or join our Talent Community! We believe people are an organization's most valuable asset, and their ideas and experiences matter. From our CEO to our agency force, we're committed to growing a diverse and inclusive culture that empowers innovation to protect our customers' dreams in ways never imagined. #ZR #LI-AS4 #LI-AS4

Posted 30+ days ago

Insurance Agent (Sales, Customer Service)-logo
Insurance Agent (Sales, Customer Service)
Freeway Insurance Services AmericaSan Bernardino, CA
Pay Range: $60000 - $150000 / year Sign-On Bonus Opportunity of up to $3,500* Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $10 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems - at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway, Acceptance, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh straight year!. With over 800 retail store locations to choose from nationwide, we encourage you to take your career and income potential to new heights! We are proactively looking for bright, talented, and motivated individuals who are goal oriented and excited for career advancement. Come Grow With Us! What You Will Do: As an Insurance Agent you will be responsible primarily for the sale of nonstandard auto insurance to new and existing customers. Solicit new business and maintain current business levels in order to achieve or exceed sales production goals. Expand business by proactively building relationships with existing customers to meet the agreed upon production goals. Accurate accounting of all currency transactions as well as timely delivery of deposits to the bank with scanned documentation in agency management system. Connects very quickly; builds and leverages client relationships. Ability to educate and advise the customer on which products best fit their needs The Perfect Match: Personal Lines or Property and Casualty license preferred (but not required) Bilingual in English and Spanish preferred Sales or customer service experience High School Diploma or GED Ability to build relationships with sales customers Excellent follow-up and multi-tasking skills Ambitious professional motivated by opportunity for advancement Excellent written and verbal communication skills Insurance Sales Insurance Agent Acceptance Insurance Freeway Auto Insurance

Posted 1 week ago

Insurance Commercial Lines Account Manager-logo
Insurance Commercial Lines Account Manager
Clark InsuranceLouisville, KY
Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Manager at McGriff, a division of Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Account Manager at McGriff on the Commercial Lines team, you'll build and maintain key client and carrier relationships, assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving. You'll work with the Producer and/or Marketing Account Executive to monitor and manage the renewal process for assigned clients, provide analysis and recommendation of coverage needs, prepare/provide marketing information, complete the implementation process, schedule and conduct meetings, prepare and deliver forms to clients, attend seminars, classes and carrier meetings to stay up-to-date on products and legislative changes, and participate in other projects as needed. Our future colleague. We'd love to meet you if your professional track record includes these skills: Bachelor's degree or equivalent education and related training 3-5 years of relevant insurance industry experience Property and Casualty insurance license Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems Demonstrated proficiency in basic computer applications such as Microsoft Office Suite These additional qualifications are a plus, but not required to apply: Advanced degree Certification or designation Experience with Requests for Proposal We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid Work Charitable contribution match programs Stock purchase opportunities To learn more about McGriff, a division of Marsh McLennan Agency, check us out online: https://www.mcgriff.com/ For information on careers visit: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw Follow us on social media to meet our colleagues and see what makes us tick: https://www.linkedin.com/company/mcgriff https://www.linkedin.com/company/marsh-mclennan-agency https://www.instagram.com/lifeatmma/ https://www.facebook.com/LifeatMMA https://twitter.com/marsh_mma Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAMCG #LI-Hybrid

Posted 2 days ago

First Tech Credit Union logo
Insurance Servicing Agent
First Tech Credit UnionHillsboro, OR
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Job Description

The Insurance Service Agent services existing insurance policies, processing and following up on requested changes and updates received primarily through inbound requests.

Here's what you can expect from the job and what you need to be successful:

Job Duties

  • Responds to billing and coverage inquiries and proof of insurance requests
  • Respond to underwriting information requests on in-force policies
  • Resolve complex billing issues by following up with insurance carrier
  • Assess members' insurance needs and educate members on insurance policies and coverage options in order to identify cross sell and referral opportunities
  • Conduct policy reviews on in-force policies and advise on additional coverages and policies as needed
  • Maintain up-to-date electronic client files in compliance with agency and regulatory requirements

Essential Skills

  • Minimum 2 years' experience in the Insurance industry
  • Ability to organize, analyze and interpret data to reach sound decisions and guide clients based on individual risk tolerances
  • Effective time management and organizational skills, with the ability to independently prioritize workload and meet deadlines
  • Foster strong relationships with internal and external stakeholders
  • Strong communication skills, both oral and written
  • Up to date knowledge of insurance industry trends, products/services, procedures and policies
  • Proficiency with basic to complex mathematical calculations
  • Working knowledge of Microsoft Office Suite
  • Minimum Education:High School Diploma
  • Certification/License: Property & Casualty license required, Life & Health license preferred

Location: Hillsboro, OR 97124 | (HYBRID)

Target Compensation in Hillsboro, OR: $54k - $60k annually + monthly incentive

Benefits options include:

  • Traditional medical, dental, and vision coverage
  • 401K matching up to 5% per pay period
  • Accrue up to 17 days of Paid Time Off your first year of employment
  • 11 paid federal holidays
  • Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

What makes First Tech different? Click here to learn more!

First Tech is not currently offering Visa transfer/ sponsorship for this position

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