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Alliant Insurance Services Inc jobs

- 28 jobs
  • Customer Support Representative

    John Hancock 4.4company rating

    Remote job

    This position is full time remote depending on candidate location within the US. The primary responsibility for this role is to deliver superior customer service to clients while answering calls on Manulife / John Hancock's Brokerage Services and Managed Product lines. Customer requests can range from basic product inquiries to more complex transactions requiring problem resolution skills. Responsible for delivering superior customer service to clients and financial advisors and building customer satisfaction and loyalty. Customer requests range from basic product and contract inquiries to more complex transactions and problem resolution. This job description does not represent a comprehensive listing of job duties that are required of the employee performing this role. We reserve the right to change duties or assign additional duties at any time with or without notice. Is it possible to find a career you love with a global organization that supports your continued growth and success? ABSOLUTELY! Where you ask? Look no further than John Hancock! Have you considered a career with us? Position Responsibilities: Deliver trusted, professional, and reliable service to MANULIFE clients and build customer satisfaction and loyalty Meet quality expectations to ensure a positive client experience Meet productivity expectations to maximize team service levels Provide effective and timely resolution of a range of customer inquiries Strike a positive and cooperative tone with both customers and coworkers Strive for first-call resolution of customer issues Translate scenarios that require problem resolution to positive service experiences Strengthen the perception of MANULIFE in the marketplace Possess the ability to work in a team environment, as well as being able to resolve issues accurately and independently Complete ongoing training to stay abreast of product, industry, service and policy changes Other duties as assigned Required Qualifications: Post-secondary education or high school diploma Customer Service or Financial Services experience a plus Ability to thrive in a lively working environment and manage multiple tasks Outstanding verbal communication skills and strong telephone etiquette Possess the ability to multi-task Flexibility and ability to adjust and succeed in a rapidly changing, fast paced call center environment Demonstrated problem resolution skills Effective listening skills Demonstrated computer efficiency Outstanding customer service skills Business writing skills Preferred Qualifications: Current SIE, Series 6 or 7, Series 63 Working knowledge of IRAs & other retirement products When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. Ready to take the next step? Training will be 2 weeks in length and the hours are 9:00-5:00 EST (TBD) Once training has been completed, you must be available for a 8 hour shift (with a scheduled 30 minute lunch break) between 9-5pm EST. #LI-JH About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location USA, Virginia - Full Time Remote Working Arrangement Remote Salary range is expected to be between $38,550.00 USD - $64,250.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)
    $38.6k-64.3k yearly Auto-Apply 6d ago
  • Senior Financial Investigator

    Professional Risk Management Inc. 3.8company rating

    Washington, DC job

    DEA AFISS 2 JOB DESCRIPTION Senior Financial Investigator (SFI) and Financial Investigator (FI): Organizes and conducts detailed examinations of information generated during complex financial criminal/civil investigations and information available through alternative sources for the purpose of conducting financial analyses of personal/business assets of targeted organizations/individuals. Utilizes information obtained as a result of the financial analysis and prepares documentation for use by law enforcement personnel pursuing civil and criminal forfeiture matters. For the SFI, a minimum of ten years (five years for the FI) of law enforcement experience planning, conducting, and participating in complex financial investigations with a minimum of five years in a specialized area of expertise such as Forfeiture, Organized Crime, White Collar Crime, Fraud, Drug, Money Laundering, or similar area of criminal activity is required. An undergraduate degree is required. The SFI and FI must possess working knowledge of current financial investigative techniques, including the use of commercial databases and other sources of information, and a valid driver's license. Foreign language skills are preferred. Forfeiture Support Services Develop the forfeiture processes and procedures associated with an on-going financial investigation. This support shall include the introduction of specific tools and techniques to analyze financial information. The contractor will provide advice and guidance to fully develop the forfeiture aspects of an ongoing investigation. Advice and guidance include, but is not limited to, education of the investigating agencies' agents on specific tools and techniques utilized to analyze financial information. Tasks performed to meet this requirement would include informal and formal training sessions based on the contractor's content or design and distribution of reference guides. Analyze financial records obtained by the Investigating Agencies through internal and external data bases and submit reports documenting the results, when requested. Specifically, the contractor will review bank statements; deposits; and debit transactions, including checks, letters of credit, Currency Transaction Reports (CTR), loan applications, and related records that are obtained pursuant to Federal and State subpoenas and search warrants executed by the Government. The contractor will review the documents to determine hidden assets and false statements that are used to hide illicit assets from investigators and to make the assets appear to be legitimate. Review, process, and analyze information sufficient to 1) assist in determining the amount to seek for forfeiture; 2) identify and trace assets during the course of investigations; and 3) assist the Government in perfecting its interest in the property. Assist in the location and repatriation of assets that are subject to forfeiture. Identify the individuals and entities making deposits and all related bank accounts, properties, investments, and any other assets that may be identified from the documentation. Maintain detailed case documentation and database files of financial investigative research to trace proceeds of criminal activities and investigative interests in targeted property. Research and analyze information derived from various investigative and business-related automated systems including, but not limited to, Choice Point, Autotrack, TECS, FINCEN, CLEAR, THREADS, Accurint, ISYS, Lexis-Nexis, PACER, CourtLink, West Law, NADA, Used Price.com, and other Internet capabilities (e.g., law enforcement databases to provide forfeiture specific case support to the Government in civil and criminal forfeiture matters). Examples of research and analysis activities include: analyzing and documenting the ownership interests of targeted properties; analyzing financial records to trace the proceeds of criminal violations to their current form; creating a data base from financial records to document the source of targeted property; preparing seizure warrants, civil complaints, and forfeiture counts; preparing exhibits on the source and ownership of targeted property; documenting and cataloguing evidence on the source and ownership of targeted property; and identifying, analyzing, and documenting potential substitute assets. Research and identify assets utilizing various Social Media and Cyber research tools. Provide additional services, including the parsing of dialed number strings, to identify amounts and property that may be subject to forfeiture in a particular investigation and to perfect the Government's interest in forfeitable property. Organize and conduct detailed examinations of information generated during complex criminal/civil investigations as well as alternative sources for the purpose of conducting financial analyses of personal/business assets of targeted organizations/individuals. Assist with the development of sufficient probable cause to enable the Government to pursue seizure warrants, temporary restraining orders, civil complaints, and forfeiture counts against targeted property and parties. Provide investigative support to the Government with coordinated planning to mitigate excessive risks in seizing targeted property. This includes assessing impacts on the local community. An example would be the seizure of an occupied apartment complex. Prepare documents and catalog case exhibits on the source and ownership of targeted properties. Perform analytical research to identify and record potential substitute assets. Identify witnesses and subjects and assist the case agent/attorney during -conducted interviews and courtroom proceedings regarding the ownership and source of targeted property of ongoing case investigations. Provide courtroom testimony and depositions regarding their investigative analysis and identification of assets derived from specific unlawful activities. Conduct detailed link analyses, specific to Forfeiture, utilizing the results of financial analysis and other investigative techniques, such as Title III's surveillance to determine relationships between the subjects of the investigation and the events that lead to the alleged forfeitability of property and proceeds. Research and identify assets utilizing data amplification programs/systems and through various forms of cryptocurrencies (e.g., Bitcoin).
    $70k-124k yearly est. Auto-Apply 8d ago
  • AVP Partner Marketing

    AGIA 4.0company rating

    Remote or Oxnard, CA job

    Requirements Key Responsibilities Lead, develop, and inspire a high-performing, customer-centric partner marketing team, fostering collaboration, innovation, accountability, and a progress-over-perfection mindset. Own revenue-focused partner marketing strategy and execution, leading partner marketing teams to execute integrated campaigns across owned and partner-owned channels, modernize B2C/B2B marketing, launch and optimize client service models, expand product adoption within client membership, and defining partner marketing creative direction.. Build strong cross-functional partnerships with marketing peers to drive efficiency, develop testing strategies, optimize product positioning, match loyalty cross-sell/up-sell strategy to client goals, and integrate proven digital tactics into partner strategies. Drive stakeholder engagement by collaborating closely with affinity partners to design strategic campaigns that drive their growth while advancing company objectives. Serve as a trusted advisor to internal and external stakeholders, providing marketing expertise, creative direction, and data-based insights to strengthen and advance long-term relationships. Cultivate alignment with Growth and Account Development teams, fostering a culture of collaboration and consultation.. Champion a data-driven approach by optimizing partner marketing KPIs, driving informed decision-making, analyzing campaign performance for continuous improvement, and refining segmentation, targeting, and personalization with insights fed back into product marketing and persona development. Perform other functions and special projects as assigned. Qualifications The ideal candidate will possess: Bachelor's degree or higher (Business, Marketing, Communications, or related field preferred). 10+ years of leading high performing marketing, at least 5+ years of experience leading a partner marketing function within insurance, financial services, or another highly regulated industry. Advanced knowledge of partner marketing. Advanced knowledge of B2B and B2C strategies. Knowledge of management principles and best practices. Knowledge of marketing automation, CRM and analytics, tools. Knowledge of direct mail and omni-channel marketing. Exceptional relationship management and communication skills, with the ability to influence at the executive level (both internally and externally). Travel: This position is available as a remote opportunity with expected domestic travel requirement 25-30% of the year Salary Description $160,000 - $200,000
    $160k-200k yearly 55d ago
  • Senior Land Use Specialist

    John Hancock 4.4company rating

    Remote job

    The Senior Land Use Specialist is a key member of the national lands team and reports to the General Manager of Silviculture and Land Records. This position is responsible for evaluating, negotiating and renewing short-term licenses and long-term leases and easements across 1.3 million acres of client-owned properties located in Idaho, Oregon and Washington. This position also requires frequent communication and close coordination with Western operations and value-added team members to administer existing licenses and leases (i.e. - grazing leases, cell tower leases, mineral leases) and explore new non-timber revenue opportunities such as multi-year exclusive-use recreation licenses, wind leases, and other potential projects. Key Responsibilities : Lead, plan, coordinate, supervise, and implement projects and programs for cell tower, grazing, mineral, and recreational leases and licenses including field audits, office audits, payment reconciliation, and invoicing. Receive, analyze, negotiate, and develop recommendations for unsolicited inquiries or region operations project ideas. Coordinate with Region operations to conduct field visits associated with the implementation of assigned responsibilities, including verification of cell tower equipment, mining operations, verification of pasture conditions, and condition and feasibility assessment of recreational properties. Respond to licensee/lessee inquiries in a professional and timely manner. Develop and maintain strong, collaborative internal and external relationships. Support Western acquisition and disposition efforts as needed. Manage REIT compliance. Review and approve legal costs associated with key responsibilities. Support people and environmental stewardship objectives. Complete special projects as requested. Requirements : A degree in forest management, range science, or a closely related field Experience with cell tower, grazing, mineral, and recreational leases and licenses management, including negotiations, RFPs, contracts, land sale processes, land management plans, and project management. Experience reviewing leases, licenses, and permits Knowledge of the forest industry and range management Experience with business systems and proficient using Microsoft Outlook, Word, Excel, Powerpoint, and ArcGIS Professional (ArcPro) Excellent oral and written communication skills and listening skills Must be a strong team player and customer-service oriented Highly motivated and entrepreneurial Must work independently and travel to remote destinations Approximately 20% field work and 10% overnight travel When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location USA, Washington - Full Time Remote Working Arrangement Remote Salary range is expected to be between $71,550.00 USD - $119,250.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)
    $71.6k-119.3k yearly Auto-Apply 12d ago
  • Operations Specialist, Sponsor Support

    John Hancock 4.4company rating

    Remote job

    As an Operations Specialist, you will be part of the US John Hancock Retirement segment of the business in the Sponsor Support department. You will be responsible for complex data processing tasks such as collecting, scrubbing, and uploading participant level account data with efficiency and accuracy to meet the service levels set by management. In addition to communicating with plan sponsors and internal stakeholders via our Parts+ recordkeeping system, you will be asked to read and comprehend retirement plan provisions from plan documents and amendments to ensure that reports are properly generated according to Eligibility, Compensation, and Contributions. Reporting into the Operations Manager, the Operations Specialist will play a crucial role in ensuring clients meet IRS compliance requirements, including Nondiscrimination testing, Loan Delinquency reporting, and Required Minimum Distributions. The Operations Specialist will collaborate closely with Senior Compliance Analysts within the Sponsor Support Services team for more complex situations. Additionally, they will work with internal stakeholders from the Client Service Manager team and the ERISA Government & Reporting team to ensure that Nondiscrimination testing is completed accurately and on time, in accordance with IRS-mandated deadlines. Position Responsibilities: Understanding of customized plan documents and amendments to ensure that reports are properly generated according to Eligibility, Compensation, and Annual Employer contributions requirements. Calculating complex employer matching contributions such as Annual Match, Lookback Match, and Profit-Sharing contributions utilizing pro rata, integrated and straight allocation methods. Analyze and reconcile all reporting related to non-discrimination testing & submit to the Compliance & Government Reporting team. Work with Compliance & Government Reporting team for any issues that may come up during their testing run. Perform other job-related duties and special projects as assigned. Qualifications: A minimum of 3-5 years of experience in a financial services operations environment, with a proven track record of success. At least 1 year of experience in Defined Contribution plan administration, with a preference for candidates who have worked with Third Party Administrators. Strong ability to read, interpret, and apply 401(k) Retirement Plan Documents is essential. Advanced data analysis and technology proficiency, with a keen ability to leverage these skills to enhance operational efficiency. - Exceptional organizational and prioritization skills, capable of managing multiple tasks and issues concurrently in a fast-paced environment. Proven analytical and problem-solving abilities within the financial services industry, with a focus on delivering innovative solutions. Outstanding written and verbal communication skills, with an ability to convey complex information clearly and effectively to diverse audiences. - Excellent time management skills, with a strong commitment to meeting deadlines and adhering to project timelines. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location US Full time - Remote Working Arrangement Remote Salary range is expected to be between $55,050.00 CAD - $91,750.00 CAD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)
    $55.1k-91.8k yearly Auto-Apply 1d ago
  • Account Manager Associate - Commercial Lines (Fully Remote Option)

    Insurance Office of America 4.3company rating

    Remote or Kansas City, KS job

    Title: Account Manager Associate - Commercial Lines Hybrid Preferred: 1 day out of the Binghamton, Rochester, or Syracuse, NY office OR Fully Remote (candidates residing in EST or CST zones) Supporting: Binghamton and Syracuse, NY offices Book Focus: 90% Construction / Contractors. 10% General, Habitational, Manufacturing. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work with minimal direction from an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity. Key Responsibilities: Technical Competence: Maintain technical competence and industry expertise. Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance. Task Processing: Process tasks accurately and within required timeframes. Contract Review: Assist in reviewing contracts to ensure proper coverages are included. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 1-3 years actively managing a commercial lines book, 3-5 years of customer service experience in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active property & casualty licensing; professional designation preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $55,000.00 to $70,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $55k-70k yearly Auto-Apply 3d ago
  • Senior Underwriting Consultant

    John Hancock 4.4company rating

    Remote job

    This is a remote role open to any location in continental US Manulife is a leading international financial services provider, helping people make decisions easier and lives better. Help shape the future you want to see - and discover that better can take you anywhere you want to go. The Senior Underwriting Consultant is responsible for evaluating applications of the highest financial impact and complexity. The incumbent will analyze decisions without compromising overall underwriting policies and should have the ability to work independently and guide more junior colleagues. Position Responsibilities: In addition to those performed by Underwriter Consultants - identify and provide solutions to work related problems and issues (i.e. Work flow, systems). Negotiate and manage time and resources to meet deadlines and service times. Provide training and act as an information resource for more junior underwriters. May process all aspects of auditing, formal appeal reviews and contestable claim review. Audit applications underwritten to ensure underwriting decisions, correspondence and administrative processing have been followed in accordance with established guidelines and policies. Audit medical record summaries to ensure documentation is in accordance with our established guidelines. Assist management with various research projects pertaining to risk assessment. Process formal underwriting appeals and complaints. Review underwriting fraud referrals for appropriateness and assist management with book of business reviews. Review contestable claims for potential misrepresentation during underwriting. Maintain good relationships within a self-directed team environment. Project a professional image and serve as an example to junior staff. Manage all aspects of underwriting process for most complex cases. Serve as a subject matter expert for more junior colleagues and management. Process formal underwriting appeals and complaints. Manage underwriting fraud referrals for appropriateness and assist management with book of business reviews. Assist management with staff training and consults. Required Qualifications: College graduate or business equivalent. Preferably 7 or more years of underwriting experience or exposure. Strong knowledge of underwriting function; Sound knowledge of John Hancock's various businesses. Strong knowledge of referral areas. Strong organizational, communication and interpersonal skills. Strong analytical skills; ability to define, research and resolve problems. Excellent ability to create and maintain customer relationships. Ability to prioritize and work effectively under deadlines balancing published service times with an appropriate customer focus. Strong ability to comprehend, retain and apply current technical information to daily work issues. Strong knowledge of company plans, riders, benefits and illustrations. Strong knowledge of medical science, technology and terminology and their impact on morbidity. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. #LI-JH #LI-Remote About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location USA, Wisconsin - Full Time Remote Working Arrangement Remote Salary range is expected to be between $86,025.00 USD - $154,845.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency Company: John Hancock Life Insurance Company (U.S.A.)
    $86k-154.8k yearly Auto-Apply 33d ago
  • Senior Project Manager, Nature-Based Solutions and Ecosystem Services

    John Hancock 4.4company rating

    Remote job

    We are excited to present a challenging and unique opportunity for an experienced, dynamic, and energetic Senior Project Manager to join our Value-Added Services team and become a critical team member of Manulife Forest Management. Manulife Forest Management (MFM) is seeking candidates interested in managing projects related to an expansion of Value-Added Services (VAS) in North America. This position will be specifically focused on wetland and stream mitigation markets, project management, Nature Based Solutions and execution of project deliverables. The Senior Project Manager is a vital member of the value-added services group, a dispersed group of entrepreneurs focused on initiating green infrastructure, Section 404 mitigation projects, and ecosystem service-related projects. This role is a component of fiduciary asset management and requires a working knowledge of fiduciary obligations. This mid-level position reports to the National Manager of Value-Added Services. The candidate selected for this position will be expected to work cross-functionally to realize opportunities that rely on a range of skill sets housed in various disciplines and internal groups. Position Responsibilities: Understand and be responsible for client fiduciary obligations through project management skills. Budget and accounting throughout the project development and execution phases. Understand and be responsible for personal safety and the stewardship of the environment. Understand and be responsible for compliance with Manulife John Hancock policies and procedures. Liase with team members of the VAS group: Forestry, Agriculture, Resource Support Team, Portfolio Management Client Services, and other internal colleagues Conduct research on potential VAS projects and share technical knowledge with VAS team and other peer groups. Proactively identify, track, and communicate issues affecting projects and collaborate on collaborating critical pathways to resolution. Organize the VAS project pipeline on Sharepoint, MS Teams, or through another customer interaction management (CIM) program. Communicate and coordinate with internal and external stakeholders for project management responsibilities and deliverable schedules. Identify and develop specific projects Provide assistance in policy development and implementation related to the job function. Other responsibilities that may be assigned based on VAS project delivery needs and schedules. Individual Responsibilities: 70% Proven track record of organizational leadership and project management Direct experience with Section 404 Stream and Wetland mitigation banking development and/or administration Nature Based Solutions Project Due Diligence and Discovery Conservation and/or species specific bank registration and permitting GIS analytics and mapping to support VAS projects Managing feasibility assessments and due diligence phases of project development Reviewing proposals, managing consultants and administrative project delivery Employee relations, client relations, community relations, industry relations, communications, and employee safety Project management cost and return expectations, discounted cash flow analysis and budgets Participate in senior leadership meetings and provide project management review schedules and deliverables on a regular basis. Facilitate the development and action plan of project delivery, critical pathways and creative solutions. Responsible for providing business input and progress to ensure all projects meet business objectives. Analytical problem solving: ability to apply and analyze data to clearly identify the problem, develop solution(s) and course correct Safety-related personal management Shared Responsibilities: 30% Cross collaboration with identified MIMTA teams and external stakeholders to manage project delivery and maintain production schedules. Project communication for project delivery workflows and schedules Create and develop projects that enable Value Added Services for our clients. Ability to work and positively influence cross-functional teams. Required Qualifications: Bachelor's degree in a natural resource field or related Minimum of seven (7) years of applicable experience managing projects, preparing budgets and/or writing proposals for RFP's or RFQ's. Proficient in ArcGIS mapping and analysis A self-motivated team-oriented acumen Strong and clear technical writing skills Excellent relationship, interpersonal, and communication skills Strong computational, organizational and analytical skills with the ability to determine a logical approach to tasks, schedule and deliverables. Robust organizational and document management skills with the ability to work on several projects concurrently. Often trouble shooting issues independently and from a team approach Internal and External customer service approach to project management When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. #LI-JH-MIMTA About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location USA, Washington - Full Time Remote Working Arrangement Remote Salary range is expected to be between $90,225.00 USD - $162,405.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)
    $90.2k-162.4k yearly Auto-Apply 14d ago
  • Account Associate - Commercial Lines (Hybrid Opportunity)

    Insurance Office of America 4.3company rating

    Remote or Pleasanton, CA job

    Title: Account Associate - Commercial Lines Hybrid: 1-2 of days in office | Location: Las Vegas, NV or Pleasanton, CA Required: active property & casualty (P&C) license Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues. Key Responsibilities: Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. Office Support: Assist with general office tasks and administration. Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. Data Management: Maintain accurate and up-to-date data in agency systems. Activity Monitoring: Ensure timely completion of tasks and activities. Communication: Keep the account team informed of workload status and any issues. Service Excellence: Provide proactive and responsive service. Performance Monitoring: Ensure productivity and quality standards are met. Promote Culture: Participate in team building and promote a positive work environment. Continuous Improvement: Seek and adopt best practices. Compliance: Stay updated on company policies and procedures. Professional Development: Enhance technical skills and industry knowledge. Relationship Building: Foster positive relationships with colleagues and leadership. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 2+ years of industry experience, OR 5+ years of related experience in customer service Thorough knowledge of insurance brokerage and client needs Required active licensing Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communications. multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $45,000.00 - $60,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $45k-60k yearly Auto-Apply 60d+ ago
  • Member Processing Operational Analyst, FutureChoice

    John Hancock 4.4company rating

    Remote or Boston, MA job

    Are you excited about being part of an opportunity to be at the forefront of transformation, innovation and service excellence for our U.S. Retirement business? Then we would love to have you join our FutureChoice Retirement Services Team as a Member Processing Operational Analyst! You will help to shape a new retirement recordkeeping and operations ecosystem including the complimentary tenets of people, process, technology, and data. You will be instrumental in evolving a new culture focused on efficiently servicing, transforming, and growing our U.S. Retirement business while maintaining our reputation for service excellence. Our customers are our top priority. In this dynamic and ever-evolving role, you will take a proactive approach to every interaction, ensuring a high-quality Manulife/John Hancock experience. This position is part of our US Retirement, FutureChoice Member Services team, where you will have responsibilities that include, but are not limited to risk mediation, reporting, process enhancement, procedure administration, project management, and administration for Operations. This is a full-time hybrid opportunity requiring you to be in-office just three (3) days per week, Tuesday- Thursday. Monday and Friday will be work from home days. Responsibilities Accurately process a variety of plan-related transactions, such as contributions, distributions, and rollovers, ensuring compliance with regulatory guidelines and internal service level agreements (SLAs). Improve customer experience by maintaining high service standards and proactively addressing issues to improve participant satisfaction. Provide knowledgeable support to internal stakeholders on all aspects of 401(k) payment and transaction processing, encouraging effective service collaboration. Maintain data integrity by keeping participant records accurate and up-to-date, ensuring compliance with quality and audit standards. Contribute to process improvement initiatives by identifying inefficiencies, recommending solutions, and supporting the implementation of enhancements. Required Qualifications: Prior experience in the insurance, retirement, or broader financial services industry, with a strong understanding of operational workflows and regulatory environments. Post-secondary education in business, finance, or a related field. Equivalent work experience will also be considered. Demonstrated ability to process high volumes of data with precision. Strong attention to detail and a commitment to accuracy in all aspects of member recordkeeping and transaction processing. Demonstrated experience with 401(k) retirement products, including an in-depth understanding of plan design, administration, and regulatory compliance. Proficient in using the Omni platform, with the ability to leverage its features for efficient retirement plan management and operations. Preferred Qualifications: Familiarity with 401(k) and pension plan administration, including contribution processing, distributions, loans, and compliance requirements, is highly desirable. Demonstrated capability to balance multiple cases simultaneously in a fast-paced environment, ensuring quality and compliance standards are met. A proactive attitude with the ability to take ownership of issues, investigate discrepancies, and follow through to resolution with minimal direction. Strong interpersonal skills with the ability to work optimally both independently and as part of a team. Capable of building positive relationships with internal stakeholders and external partners. A commitment to delivering a high-quality experience for plan participants and sponsors, with a focus on responsiveness, emotional intelligence, and professionalism. Comfortable navigating change, learning new systems, and contributing to process improvements in a growing and evolving department. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $45,150.00 USD - $75,250.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)
    $45.2k-75.3k yearly Auto-Apply 8d ago
  • Executive Benefits Specialist

    John Hancock 4.4company rating

    Remote job

    open to any location in continental US. The Executive Benefits Specialist collaborates on strategy, leads sales, and assists with product development for executive life insurance solutions. This role drives market growth, manages key client relationships, and collaborates across teams to deliver innovative offerings. Position Responsibilities: Market strategy: Collaborate on developing a comprehensive business strategy for the executives' benefits offerings, aligning with the company's overall goals and objectives. Work alongside Market Solutions in the development of innovative life insurance products and solutions that meet the evolving needs of employers and their employees. Sales and Business Development: Drive sales growth by developing and executing effective sales strategies and initiatives that build upon regional and national support from key stakeholders. Identify and capitalize on new business opportunities to expand market presence and increase revenue. Market Analysis and Product Development: Assist with identifying trends, opportunities, and competitive dynamics within the Executive Benefit space to effectively deploy employer/employee offerings to current and new clientele. Represent Distribution as a partner on the design and development of innovative life insurance products that address market demands and regulatory requirements. Collaborate with cross-functional teams to ensure successful product launches and ongoing enhancements. Client Relationship Management: Serve as the primary point of contact for Executive Benefits for key clients, ensuring exceptional service and satisfaction. The key skills required to be successful in this position include: Strategic Planning and Execution: Ability to assist with developing and implementing effective business strategies that align with the company's vision and goals. Sales Expertise: Proven sales skills, with the ability to drive growth and expand business opportunities. Product Expertise: Knowledge and experience in product development, particularly in life insurance, to innovate and meet market demands. Market Analysis: Ability to assist coordination of market research and analysis to stay ahead of industry trends and competitive dynamics. Client Relationship Management: Excellent relationship-building skills to maintain and enhance client satisfaction and loyalty. Regulatory Knowledge: Understanding of the relevant regulatory environment and compliance requirements in the employer/employee market space. Problem-Solving: Creative problem-solving skills to address challenges and capitalize on opportunities in a dynamic industry. Required Qualifications: Bachelor's degree in a business-related field or equivalent experience. Ten (10) years of financial services industry sales experience. Five (5) years of experience as a trainer or external sales representative. FINRA Series 6 or 7, and 63. Excellent oral and written communication skills. Ability to motivate others, establish trust and credibility, and inspire dedication. Strong knowledge of the employer/employee market space and relevant regulatory environment. Proficient in market analysis and product development. Ability to travel as required. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. #LI-JH #LI-Remote About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Working Arrangement Remote Salary & Benefits Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact ************************ for additional information. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)
    $41k-63k yearly est. Auto-Apply 7d ago
  • Director, Underwriting Research & Development

    John Hancock 4.4company rating

    Remote job

    Key to John Hancock's success is maintaining the core competency of Underwriting expertise which relies on a strategy of continual enhancements to our proprietary underwriting approaches and keeping current with medical, lifestyle and technological advances that can further advance our underwriting expertise. We are seeking an Underwriting Director with a history of making sound underwriting decisions, building strong relationships and communicating effectively to join us on our transformation journey to simplify the insurance process for our customers. This role is accountable for providing underwriting subject matter expertise, leadership and collaboration with cross-functional teams comprised of actuaries, operations specialists, data scientists, and developers. The successful candidate will demonstrate proven research and development capabilities, project execution, out-of-the-box thinking, and creative problem-solving skills. Key Accountabilities Oversee the research, analysis, and development of proposals for recommendations on the effectiveness of new data sources and underwriting techniques Collaborate with teams to develop innovative, data-driven underwriting solutions and capabilities that ensure seamless experience for a broad customer base. Support product development work for targeted initiatives Analyze underwriting data through various studies and claims experience if applicable Prioritize project work, focusing on generating the most value for the business Keep abreast of external factors that may affect underwriting (e.g. medical and technical advancements, industry rules, compliance and regulations) Keep abreast of competitor actions and industry trends Work with internal stakeholders to recommend and implement underwriting guideline changes Provide oversight of relationships with external vendors, partners and technologies that support business capabilities Apply innovative thinking and creative problem-solving to address complex underwriting challenges. Participate in management of mortality and risk monitoring, including post implementation and monitoring plans and outcomes Contribute to the continuous improvement of underwriting practices and procedures. Responsible for leading discussions to communicate recommendations, results and progress to senior leadership Job Requirement: Advanced knowledge and experience of underwriting risk assessment - medical, non-medical, financial Experience with project and tech implementations and owning the translation of business requirements to technology capabilities Highly engaged: able to self-manage, create solutions, prioritize deliverables and execute projects under deadline pressure Excellent interpersonal, oral and written (technical) communication skills and comfort presenting to senior leaders on technical topics Ability to convey complex underwriting concepts to diverse stakeholders. Exceptional collaboration and presentation skills, demonstrated through experience working with various technical audiences and across multiple functions such as actuaries, medical, data scientists, operations, legal and compliance teams Mentorship and coaching of developing talent and team members Excellent MS Office Skills, Excel, Powerpoint, Teams and web tools Undergraduate and/or post graduate degree in science, medical or related field or minimum of 5-10 years' experience in underwriting and/or research experience FALU/FLMI a plus When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location USA, Massachusetts - Full Time Remote Working Arrangement Remote Salary range is expected to be between $120,750.00 USD - $217,350.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency Company: John Hancock Life Insurance Company (U.S.A.)
    $120.8k-217.4k yearly Auto-Apply 33d ago
  • Field Adjuster - Savannah, GA (Local Only)

    Universal Insurance Holdings 4.1company rating

    Remote job

    Know your rights Inform yourself of your rights and responsibilities by reviewing the content provided in the list below. Employment Eligibility (e-Verify): English & Spanish Right to work: English / Spanish It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Overview: The primary duties of a field adjuster are to inspect the loss and prepare documents detailing the claim. Essential Job Functions Communicate with desk examiners, insureds, attorneys, and other experts to gather information on claims Negotiate settlements with the insured and/or their representatives Prepare reports based on the policy language and submit payment recommendations to the desk examiners Prepare detailed estimates of the damage Manage workload and submit closing documents in a timely fashion Regular and reliable attendance Marginal Job Functions Answer incoming telephone calls from attorneys, agents, public adjusters and insureds Rely on training as well as guidance from management to plan and accomplish goals Other duties as assigned Skill, Experience and Licensure Requirements Working knowledge of Microsoft Office including Word, Excel and Outlook Some degree of creativity and latitude is a plus Must possess a Florida 6-20 Insurance License Possession of out of state license as required by management Ability to work independently as well as a team player Ability to multi-task Other Skills/Abilities Computer savvy Estimating software knowledge Basic calculator skills Working knowledge of ISO policies Benefit Highlights Industry leading medical, dental and vision insurance plan 401(k) Retirement Plan with a company match of 100% on up to 5% of compensation (match is fully-vested immediately) Generous PTO policy Eligible for performance based bonuses
    $47k-70k yearly est. Auto-Apply 60d+ ago
  • Senior Account Manager- Commercial Lines- Remote (Construction)

    Insurance Office of America 4.3company rating

    Remote or Winter Garden, FL job

    Title: Senior Account Manager - Commercial Lines Work Mode: Remote, Florida Residents Only | Location/Supporting: Tallahassee, FL | Book Focus: Construction, WRAP Administration, Large Accounts Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team. Key Responsibilities: Technical Competence: Maintain a high degree of technical competence and industry expertise. Team Leadership: Direct daily activities and workflow of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of account management experience, or 7+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is 80-105K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $43k-66k yearly est. Auto-Apply 4d ago
  • Commercial & Personal Lines Account Placement Specialist

    Midwest Insurance Agency Alliance 4.2company rating

    Remote or Lincoln, NE job

    Under the direction of the AccessPlus Manager, the Commercial/Personal Lines Account Placement Specialist is responsible for the placement of new consumer accounts on behalf of our member agents. The Commercial/Personal Lines Account Placement Specialist works closely with our member agents and insurance carriers to streamline the delivery of information on new insurance policies. This position requires a high level of prioritization and organizational skills as well as exceptional interpersonal skills. Please Note This position can be remote or in-person, based out of our Lincoln, NE office. Interested applicants should be based in NE, KS, MO, IA, ND, SD, or MN. Essential Duties and Responsibilities Review new commercial/personal lines insurance applications as distributed by processor for completeness Identify and proactively contact responsible agent to obtain any missing information and/or receive clarification on any information needed to quote the account Generate quotes online with appropriate companies; or submit to appropriate carriers depending on the carrier's processes Forward quotes as received to member agency for review In the event standard markets are not available, seek and provide complete information to member agency for alternative coverage options Review binding applications for appropriate information and forms Issue policies through insurance carrier's website upon receipt of all required documents from the agent and verification that all items are complete Actively engage and mentor new agents with respect to the completion of applications, insurance products available in the marketplace and insurance companies that are able to provide said insurance products Meet and/or exceed all assigned submission and premium goals on an annual basis Meet and exceed all required time standards on a weekly, monthly and yearly basis Successfully engage in multiple initiatives simultaneously Able to work collaboratively with others (internally and externally) to achieve common objects, goals and results Other duties as directed by management Please Note Prior Underwriting/Customer Service Representative (CSR) experience required. Benefits We offer competitive compensation, health/dental insurance, life insurance, long and short-term disability, a 401k matching program, paid holidays and vacation, and other employee programs such as discounted Lifelock Family Protection. About Midwest Insurance Agency Alliance, Inc. Founded in 2001, Midwest Insurance Agency Alliance, Inc. (MIAA) is comprised of more than 200 independent agency members spanning across the states of Nebraska, Kansas, Missouri, Iowa, North Dakota, South Dakota and Minnesota. MIAA is a wholly owned subsidiary of SIAA (Strategic Insurance Agency Alliance) and one of its 48 regional master agencies. To learn more about MIAA, visit miaainsurance.com. This is a remote position. YOUR FUTURE as an Independent Insurance Agent Starts Here If you're looking for a career that offers flexibility, job stability, competitive compensation, and more, then you've come to the right place! Working with an independent agency is a great career choice. Independent insurance agents protect our customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price. The demand for insurance professionals is growing every day! Is this career right for you? This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the location, and not to the Kansas Association of Insurance Agents.
    $28k-35k yearly est. Auto-Apply 60d+ ago
  • Regional Vice President (Southeast)

    John Hancock 4.4company rating

    Remote job

    will be in the Southeastern US region. The John Hancock Insurance (JHI) Regional Vice President (RVP) is responsible for sales of John Hancock life insurance products within a defined territory. The RVP should meet or exceed the premium and growth targets by establishing new relationships, exhibiting customer centricity, and strengthening existing relationships. You will be responsible for a territory encompassing Alabama, Georgia, Mississippi, North Carolina, South Carolina and Southern Virginia. You must also reside within the confines of this region. Position Responsibilities: Strategic relationships with distribution partners, including but not limited to: Brokerage General Agents, banks, wirehouses, broker-dealers, and the JHI team. Identify and prioritize key distributors, based on insight from distribution partners, National Accounts team, Sales Support and JHI data. Gain insight into the business model and primary sales channels for key partners in order to understand how to appropriately support clients and allocate resources. Identify and qualify new and existing production sources whose values and customer focus parallels those of JHI. Support distributor business growth by weaving JHI's story into their messaging and integrating relevant JHI products and services to provide competitive advantage. Provide industry insights, competitive intelligence, and internal observations on the distributor's business that advances the distributor's priorities and sales opportunities. Actively share best practices with RVP colleagues and internal sales team and management. Exhibit an entrepreneurial business strategy and set an annual business and territorial plan that supports premium targets. Establish a business strategy with Regional Directors, Sales Support, National Accounts team, and extended JHI team that is based on unique characteristics of the territory and is in alignment with National Accounts strategy: Segment distributors according to their size of book, growth orientation, goals, and composition of their portfolio. Identify innovative approaches to help current distributors grow their books of business. Develop an ongoing pipeline of potential new distributors. Formally define performance goals for the following: Total production by source. Planned sales activities within the market. Growth in the volume and quality of business generated. Ensure spending is kept within allocated expense budget. Meet with targeted distributors to uncover needs, advance opportunities, provide solutions, and define next steps for life insurance plan sales, and to clarify the role JHI can play in achieving their goals. Leverage National Accounts and partners to find additional opportunities. Refresh annual territory plan quarterly. Develop recovery plans in response to situations where improvements are needed to achieve goals. A clear focus on top distributors that accelerates their premium growth while maintaining or enhancing JHI's market share within the distributor's portfolio. Identify top 100 distributors by relationship based on analysis of current production and upside potential. Establish a strategic plan to move new distributors into the top tier each year. Collaborate with high potential production sources to solicit and advance opportunities. Leverage the JHI Partnership team and use analytics to elevate the distributor's experience and engagement with the JHI. Gain intelligence on the top distributor's unique needs and provide insights to the Partnership team and JHI leadership. Sales generation that meets or exceeds target metrics. Solicit opportunities from on-going interactions with business partners. Obtain competitive intelligence and identify competitive differentiators. Respond to unqualified and qualified opportunities, evaluating sales-specific data and competitive intelligence, to form ‘win strategy'. Use ‘storytelling' skills as a strategic business tool in order to relate to business partners. Working knowledge of competitor advantage and disadvantage as it relates to JHI products and services. Fluency in JHI value proposition, competitive advantages, and market differentiators. Conduct meetings and deliver presentations within local markets which serve to educate production sources, employees, and customers regarding JHI's vision, mission, values, products, and services. Use consultative selling approach with distributors and other key stakeholders. Create customized, innovative plans to differentiate JHI's value proposition, while optimizing plan participant's goals and distributor revenue. Leverage internal Sales Training and Development to design presentations and collateral. Report sales activity results accurately and in a timely fashion using Salesforce. Submit field intelligence and sales ideas on a weekly basis to be shared with the entire sales team. Territory adherence to JHI's Market Conduct and Compliance policies and procedures. Communicate the Code of Conduct to distributors within the region as needed. Take appropriate measures to ensure field support staff and distributors are following the policies throughout the sales process. Ensure distributors meet selection criteria prior to contracting and sale of JHI products. Understands and adheres to the Company's Market Conduct and Compliance policies and procedures. Carries out FINRA, state and Company mandated responsibilities as required by John Hancock Compliance and all applicable regulatory agencies. Attend all sales meetings and conference calls as required by sales management. High performing team that provides exceptional support to distribution partners. Establish a highly engaged and competent team that maximizes RVP and team performance and efficiency. Create an environment of mutual trust and respect where feedback is freely shared, received, and acted upon. Participate in regular (weekly) meetings with Regional Directors, Sales Support and National Accounts team to ensure everyone is aligned on strategy and clear on accountabilities. Encourage and acknowledge team accomplishments. Coordinate activities of team in responding to qualified and unqualified opportunities, preparing for presentations, and advancing opportunities. Capture and share best practices from within team and across JHI. Leverage internal relationships and capabilities to optimize support and grow sales. Required Qualifications: Bachelor's degree or higher Minimum five (5) years of internal or external life insurance wholesaling experience at the carrier level, broker dealer or wire house. Successful point of sale experience is highly desirable. Life, Health & Variable Annuities Licenses, FINRA Series 6 or 7 and state life and health licenses required. CLU, ChFC, and/or CFP designations highly desired. Extensive understanding and knowledge of the insurance industry (products/services, related sales concepts, case design, competitive landscape, distribution channels and trends). Ability to use data/analytics plus creativity to turn challenging insurance needs into business opportunities. Track record of and passion for coaching and leading a passionate, energetic, dedicated sales team throughout the sales process - meeting and/or exceeding corporate and department objectives. Exceptional verbal, presentation and written communication skills. Superior sales and relationship building skills. Sound technical literacy to include basic understanding of illustration software, Word, Excel, and Power Point. Experience with Salesforce is a plus. Preferred Qualifications: Ability to develop relationships with key personnel at Firms. Good understanding of competition and unique trends in the region, including the cultural environment in the firms. Ability to anticipate trends and present solutions that consistently meet or exceed market needs and expectations. Ability to develop effective and professional working relationships with other JH Life Distribution Personnel. Ability to lead a sales team to achieve and/or exceed extraordinary business results. Ability to effectively communicate, build rapport and relate well to a diverse group of people. Strong sales production knowledge. Ability to adapt and react to situations with decisiveness, quick response, and fast action. Ability to prioritize and rapidly shift between tasks. Driven by practical results, opportunities to help others with intentionality, and motivated to do what it takes with little need for individual recognition. Ongoing eagerness to learn and acquire knowledge. Exhibits assertiveness and a "will to win" in dealing with highly competitive situations. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. We offer a competitive compensation package that includes a base salary, excellent corporate benefit package and a competitive incentive compensation plan . About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Working Arrangement Remote Salary & Benefits Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact ************************ for additional information. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency Company: John Hancock Life Insurance Company (U.S.A.)
    $39k-70k yearly est. Auto-Apply 20d ago
  • Support Specialist- Remote (Bi-lingual/Spanish)

    Insurance Office of America 4.3company rating

    Remote or Winter Garden, FL job

    Title: Spanish Support Specialist - Employee Benefits Work Mode: Remote, Florida only, some required travel | Location/Supporting: Longwood, FL | Requirements: Fluent in Spanish (written and verbal) Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Responsible for supporting IOA Employee Benefits clients with Spanish language service needs under the direction of the Branch Operations Supervisor. This includes client service and communication, coordination of Spanish support requests, translation services, open enrollment support, benefit guide review, and professional development. The role also upholds IOA's core values and contributes to team productivity, quality, and service excellence. Key Responsibilities: Client Service Excellence: Provide exceptional Spanish-language client service, anticipating needs and maintaining professional communication. Service Coordination: Coordinate and track Spanish support service requests, ensuring timely and accurate delivery. Document Translation: Translate client-facing materials including flyers, emails, letters, presentations, and announcements. Open Enrollment Support: Assist with open enrollment activities for Longwood Key Accounts, including scheduling and logistics. Benefit Guide Preparation: Review benefit offerings and help prepare Spanish-language materials for open enrollment. Team Collaboration: Work closely with account management teams to ensure alignment on client service needs. Claims Assistance: Facilitate Spanish-language benefit inquiries and claims support for designated accounts. File Management: Maintain accurate documentation and files within the Spanish Support SharePoint site. Internal Communication: Maintain frequent communication with Producers, Account Executives, Account Managers, and Branch Operations Supervisor. Carrier Relations: Develop and maintain positive relationships with carriers and internal stakeholders. Business Development: Identify and act on opportunities to grow IOA business through Spanish support services. Training & Development: Participate in team training and development, promoting a positive and inclusive work environment. Process Improvement: Recommend and implement process improvements to enhance service delivery and operational efficiency. Team Support: Support teammates as needed to ensure consistent service excellence across the team. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: Fluent in Spanish (written and verbal) 2+ years of relevant industry experience Active and required licensing Exceptional customer service and communication skills Strong organizational, multi-tasking, and decision-making skills High accuracy in handling large volumes of work Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is 40-55K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $36k-45k yearly est. Auto-Apply 38d ago
  • Account Manager- Commercial Lines - Remote (General Book)

    Insurance Office of America 4.3company rating

    Remote or Winter Garden, FL job

    Title: Account Manager - Commercial Lines Work Mode: Remote (Florida Residents Only) | Location/Supporting: Jacksonville, FL | Book Focus: General, Construction, Contractors, Real Estate Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Key Responsibilities: Technical Competence: Maintain technical competence and industry expertise. Team Leadership: Direct daily activities of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 3+ years of account management experience, or 5+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is 65-90K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $35k-45k yearly est. Auto-Apply 4d ago
  • Senior Account Associate- Commercial Insurance (Remote)

    Insurance Office of America 4.3company rating

    Remote or Bonita Springs, FL job

    Title: Senior Account Associate - Commercial Lines Work Mode: Remote (Southeastern US only) | Location/Supporting: Longwood, FL | Book Focus: Condo, Habitational, Property Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs. Key Responsibilities: Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. Policy Management: Track policy expirations for existing clients, ensuring renewals are processed accurately and on time. Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance. Contract Review: Assist in reviewing contracts to ensure proper coverages are included. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 3+ years of customer service experience in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing, professional designation (CISR) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is 50-70K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $35k-46k yearly est. Auto-Apply 34d ago
  • Customer Enrollment Specialist - Hybrid Role

    AGIA 4.0company rating

    Remote or Scottsdale, AZ job

    About Us: DOXA is an award-winning specialty insurance platform that acquires and develops niche-market insurance program administrators, underwriting companies, and distribution partners including MGAs, MGUs, brokers, and direct-to-consumer operators. We provide centralized sales, marketing, underwriting, and operational support that helps our companies unlock their full growth potential. With hundreds of custom specialty insurance programs and partnerships and more than 20,000 agent and broker relationships nationwide, DOXA's rapid growth is reaching new heights. Our rapid evolution means we can deliver on something most companies just talk about; building a workplace where talented professionals are drawn to the impact they can make. We offer competitive benefits and compensation, but what really differentiates us is our culture empowerment and commitment to innovation in the specialty insurance space. If you're an ambitious professional looking to evolve your career, we'd love to talk. Ready to join a community of experts redefining the specialty insurance space? Why AGIA? AGIA Affinity is an established but growing insurance and benefits marketing partner to some of the largest and most iconic associations and organizations in the country. Our clients include many veterans' organizations and ensuring that our servicemembers have the coverages they need when they need it is at the heart of everything we do. For 66 years we have sought to improve the lives of not only our client members but our internal members as well. What Are The Benefits? AGIA offers health benefits including medical, dental, and vision, 401K with 100% company match up to 3% of your annual income and an additional 50% match on the next 2% of income, a prefunded optional FSA , 100% covered Life Insurance, Accidental Death and Dismemberment Insurance, Short Term/Long Term Disability, and a $250 Wellness Benefit. Our medical plan has in-network provider coverage for mental health, reproduction, chiropractic, and massage therapy. Time off: We offer 10 days of vacation your first year, and each year you gain an additional day. Each year, you'll be earning more vacation time at a faster rate. Every associate gets 13 paid and closed holidays each year. Position Summary: The Customer Enrollment Specialist is responsible for selling and retaining EA+ and Insurance products that are both current and emerging with an enthusiastic attitude. The specialists positions the client brand as a key component of AGIA's sales and retention strategy. Essential Functions and Basic Duties: Interact with members via inbound and outbound telephone to offer and sell EA+ and Insurance products. Save and retain EA+ and Insurance customers by identifying relevant reasons and concerns regarding requests to discontinue policies. Maintain up to date knowledge on Insurance products and EA+ to ensure customer satisfaction and maximize sales opportunities (e.g. Marketing information, new product information.) Resolve member complaints and concerns through active listening, empathy, and professionalism. Establish member needs through enhanced probing techniques in order to promote and recommend EA+ based on member interests to establish long term value. Share successes and new ideas with team members in order to achieve both individual and team goals. Key appropriate, accurate and timely data into the AGIA Retention database to ensure data integrity and to build the marketing and reporting database. Perform miscellaneous functions and special projects as assigned. Scope of Responsibilities: An expert who is able to solve problems, execute tasks and works under minimal supervision. Uses knowledge and initiative to complete complicated tasks including, but not limited to, researching information, writing complex reports, analyzing the content of unusual documents, and putting together and classifying information to maintain important records. May train and/or assist lower-level employees, but does not supervise other employees. Compensation $18.54 hourly, $1 bilingual stipend but will have to take a test to prove so. Job role is eligible for monthly commission based on sales performance and department goals Requirements Requirements Education/Certification/Training: High school diploma or equivalent Preferred Qualifications: A valid life and health license is a significant plus for this role, Candidates who possess a current license may be compensated at higher rate. Required Experience: Minimum one year of high volume customer call center experience. Minimum one year of telephone or sales experience.
    $18.5 hourly 60d+ ago

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