Pricing Manager - Auto Insurance
American Freedom Insurance Company job in Mount Prospect, IL
American Freedom Insurance Company (AFIC), a fast-growing, A+ (Superior) rated non-standard auto insurer doing business in Illinois, Indiana, Pennsylvania, Tennessee, Texas, and with a license in Ohio, is seeking an experienced, proven, detail-oriented Pricing Manager. This role will focus on achieving favorable results, handling regulatory filings, developing state-specific program enhancements, and effectuating the development of competitive product strategies. The ideal candidate has favorable experience in insurance product management, strong technical/math skills and enjoys working collaboratively across departments.
Your Responsibilities
Manage an assigned auto insurance state(s), ensuring profitability, compliance, and competitiveness when appropriate.
Align product goals with company objectives and strengths, regulatory requirements, and profitability targets.
Collaborate with Marketing, Underwriting, Claims, IT, Legal, vendors, etc. to design, price, and implement product features and to support day-to-day operations.
Maintain effective regulatory relations, prepare and submit product and rate filings via SERFF and overall communicate successfully with insurance departments.
Monitor and evaluate product performance metrics (loss ratios, retention, premium growth, etc.) and recommend and implement approved adjustments to improve results.
Conduct competitor and market analysis including securing agent input to identify trends, pricing opportunities, product enhancements, etc. and incorporate into actionable product advancements.
Develop strong knowledge of and ensure compliance with state requirements and effectively respond to regulatory inquiries.
Contribute and reply to audits, reviews, and regulatory examinations as a subject-matter expert. Review criticisms and areas reviewed in other insurance carrier Market Conduct Exam reports and ensure AFIC is in compliance with all potential exposures.
Analyze market trends, competitor activity, and industry developments to identify opportunities for new products, coverages, and enhancements.
Initiate, lead and/or support projects and initiatives that enhance product development, operations, and/or performance.
Explore and assess new opportunities to potentially include small commercial automobile coverage, telematics, a new jurisdiction, rideshare, and/or other emerging trends.
Address other significant company projects.
Requirements
Bachelor's degree in Business, Finance, Insurance, Economics or related field required, MBA preferred
Minimum 3-5 years of Product/Pricing Management or related experience, preferably with a focus on automobile insurance
Excellent quantitative and communication skills
Strong knowledge of data analysis and visualization tools such as Power BI or Tableau
Strong analytical and problem-solving skills with attention to detail
Working knowledge of insurance rate filings and rules
Effective communication and collaboration skills across technical and non-technical teams
Proficiency with Microsoft Office Suite; experience with product management tools or regulatory filing systems (e.g., SERFF) is a plus
Why AFIC?
Compensation & Benefits
Competitive base salary
401(k) with up to 6% company match
Health & Wellness
Blue Cross Blue Shield medical plans (PPO, HMO, HSA)
Dental, vision, and telemedicine
Life & disability insurance
Growth & Stability
13 consecutive years of premium growth
Over 25 years of annual profitability
A+ rated “Superior” by A.M. Best, the most respected rating agency of insurance companies
Expansion across 5+ states
Work-Life Balance
Hybrid schedule
Paid time off and holidays
Regular 8 AM - 5 PM hours
Culture
Business casual dress
Friendly, collaborative workplace
Company-paid lunches, events, and recognition programs
Sales Representative - Overnight Travel Required
Decatur, IL job
Ready to jump-start your career and take charge of your earning potential? At Platinum Supplemental Insurance, we're looking for motivated individuals ready to learn, grow, and thrive in a fast-paced environment. Whether you're a recent grad or simply seeking a fresh challenge, this is your chance to earn like a highly educated professional-our proven products and systems are your roadmap to becoming a top earner in sales. If you're prepared to unlock your full potential, let us show you how to build a lucrative and rewarding future.
Why Join Platinum?
Four-Day Workweek
Travel Monday-Thursday to meet with farmers and small business owners, then enjoy your weekends off. Say goodbye to the daily grind and hello to a work-life balance that lets you recharge and spend time on what matters most.
Uncapped Earning Potential
This is a commission-based role, and many of our new reps earn $75,000 or more in their first year, with top performers exceeding $100,000. The sky truly is the limit when it comes to your income.
Ongoing Support & Resources
Focus on building relationships and closing deals while Platinum handles marketing, recruiting, back-office support, and customer service. You'll also benefit from generous bonuses, annual renewal income, and luxury travel incentives for high achievers.
Cutting-Edge AI Training
Get an edge on the competition with our new AI-driven training platform. You'll receive personalized feedback, interactive coaching, and real-time support to help you master Platinum's proven 10-step sales system-faster and more confidently than ever before.
Your Day-to-Day
1. Travel to Your Territory: Meet potential customers (farmers, small business owners, and families) face-to-face to build trust and educate them about Platinum's supplemental insurance solutions.
2. Leverage Our 10-Step Sales Process: Follow a time-tested system that helps you identify prospects, deliver compelling presentations, and close more sales-backed by our powerful AI training.
3. Stay Motivated & Collaborate: Work within a supportive, team-based culture that celebrates wins, shares best practices, and drives everyone to reach new heights.
What You'll Enjoy
High Earning Potential, No Caps: Earn based on your performance and ambition, without hitting a salary ceiling.
Residual Income: Benefit from ongoing earnings long after closing a sale, creating a steady income stream.
Advancement Opportunities: Rise quickly through the ranks and take on leadership roles as you prove your abilities.
Quarterly Vacations: Earn the chance to recharge on exciting getaways with fellow top performers.
Company Trips & Events: Enjoy travel and experiences on us-bring a significant other along, all expenses paid.
Weekends Off: A Monday-Thursday work schedule means you get every weekend free for family time or relaxation.
Who Thrives Here
Go-Getters: You bring the hunger, discipline, and drive needed to excel in a commission-based environment.
Clear Communicators: You can connect with people from various backgrounds, build trust, and explain concepts in a simple, relatable way.
Continuous Learners: You're excited to leverage AI-based training and mentorship to refine your skills and grow quickly.
Flexible Travelers: You're comfortable with overnight travel Monday-Thursday and are 18+ years old.
Ready to Take the Leap?
If the idea of earning what you're worth, mastering an innovative sales system, and enjoying a 4-day workweek excites you, we'd love to hear from you! Apply today and discover how Platinum can help you unlock a thriving career in sales.
About Platinum
Platinum Supplemental Insurance specializes in helping individuals, families, and businesses secure their financial futures through supplemental coverage. By bridging the gaps left by traditional health plans, Platinum's products offer peace of mind when unexpected health issues arise. With a people-first mentality, robust training programs, and a commitment to growth, Platinum provides the ideal environment for sales professionals to excel-no matter where they're starting from.
Join the Platinum team and see for yourself why so many have launched fulfilling, lucrative sales careers with us.
Senior Associate Underwriter
Chicago, IL job
Responsibilities
When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Our Senior Associate Underwriters underwrite and supervise a portion of an Underwriter's book of business, support renewal and new business development, and have the opportunity to achieve full underwriting authority. Burns & Wilcox offers unparalleled resources and exposure for those looking to grow their career in the specialty insurance industry. Interested? Join our team!
Job Duties
Underwrite and supervise a portion of an Underwriter's book of business, focused on, but not limited to renewals
Evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing to prepare quotes
Assist Underwriters to develop and execute marketing plans to drive new and renewal business, including in-person agency visits, telemarketing and distributing marketing materials
Mentor and train Assistant Underwriters as needed
Qualifications
Bachelor's degree or equivalent combination of education and experience
3+ years of Commercial or Personal Lines underwriting support or industry experience
Strong sales and marketing skills required
Proven organization skills and ability with a strong attention to detail
Interest in continued education and professional development to obtain full underwriting authority
Travel when necessary in order to foster strong client relationships
Benefits
Compensation ranges from $75k-$90k, bonus eligible
Employer paid continuing education courses and designations via access to Kaufman Institute
Health and welfare benefits including medical, vision and dental
401K with employer match
Paid vacation, sick time, and holidays
Access to Kaufman Wellness Program
Flexible and hybrid work options
About Our Company
Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America's leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector.
Equal Opportunity Employer
The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.
Entry Level Insurance Sales - Luxury Travel Incentives
Bloomington, IL job
Ready to jump-start your career and take charge of your earning potential? At Platinum Supplemental Insurance, we're looking for motivated individuals ready to learn, grow, and thrive in a fast-paced environment. Whether you're a recent grad or simply seeking a fresh challenge, this is your chance to earn like a highly educated professional-our proven products and systems are your roadmap to becoming a top earner in sales. If you're prepared to unlock your full potential, let us show you how to build a lucrative and rewarding future.
Why Join Platinum?
Four-Day Workweek
Travel Monday-Thursday to meet with farmers and small business owners, then enjoy your weekends off. Say goodbye to the daily grind and hello to a work-life balance that lets you recharge and spend time on what matters most.
Uncapped Earning Potential
This is a commission-based role, and many of our new reps earn $75,000 or more in their first year, with top performers exceeding $100,000. The sky truly is the limit when it comes to your income.
Ongoing Support & Resources
Focus on building relationships and closing deals while Platinum handles marketing, recruiting, back-office support, and customer service. You'll also benefit from generous bonuses, annual renewal income, and luxury travel incentives for high achievers.
Cutting-Edge AI Training
Get an edge on the competition with our new AI-driven training platform. You'll receive personalized feedback, interactive coaching, and real-time support to help you master Platinum's proven 10-step sales system-faster and more confidently than ever before.
Your Day-to-Day
1. Travel to Your Territory: Meet potential customers (farmers, small business owners, and families) face-to-face to build trust and educate them about Platinum's supplemental insurance solutions.
2. Leverage Our 10-Step Sales Process: Follow a time-tested system that helps you identify prospects, deliver compelling presentations, and close more sales-backed by our powerful AI training.
3. Stay Motivated & Collaborate: Work within a supportive, team-based culture that celebrates wins, shares best practices, and drives everyone to reach new heights.
What You'll Enjoy
High Earning Potential, No Caps: Earn based on your performance and ambition, without hitting a salary ceiling.
Residual Income: Benefit from ongoing earnings long after closing a sale, creating a steady income stream.
Advancement Opportunities: Rise quickly through the ranks and take on leadership roles as you prove your abilities.
Quarterly Vacations: Earn the chance to recharge on exciting getaways with fellow top performers.
Company Trips & Events: Enjoy travel and experiences on us-bring a significant other along, all expenses paid.
Weekends Off: A Monday-Thursday work schedule means you get every weekend free for family time or relaxation.
Who Thrives Here
Go-Getters: You bring the hunger, discipline, and drive needed to excel in a commission-based environment.
Clear Communicators: You can connect with people from various backgrounds, build trust, and explain concepts in a simple, relatable way.
Continuous Learners: You're excited to leverage AI-based training and mentorship to refine your skills and grow quickly.
Flexible Travelers: You're comfortable with overnight travel Monday-Thursday and are 18+ years old.
Ready to Take the Leap?
If the idea of earning what you're worth, mastering an innovative sales system, and enjoying a 4-day workweek excites you, we'd love to hear from you! Apply today and discover how Platinum can help you unlock a thriving career in sales.
About Platinum
Platinum Supplemental Insurance specializes in helping individuals, families, and businesses secure their financial futures through supplemental coverage. By bridging the gaps left by traditional health plans, Platinum's products offer peace of mind when unexpected health issues arise. With a people-first mentality, robust training programs, and a commitment to growth, Platinum provides the ideal environment for sales professionals to excel-no matter where they're starting from.
Join the Platinum team and see for yourself why so many have launched fulfilling, lucrative sales careers with us.
Associate General Counsel, Securities and Deputy Corporate Secretary
Chicago, IL job
At **HUB International**, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. **ABOUT THE ROLE**Join our growing team! Hub is looking for an **Associate General Counsel, Securities and Deputy Corporate Secretary**, who will play an important role in the preparation for future securities offerings and advise on a wide range of other securities-related matters, including regulatory compliance, SEC and SOX compliance, corporate and board governance, required disclosures, insider trading, and investor relations. He or she will provide advice and support to the Board, Chief Legal Officer, Executive Management and employees on these topics as appropriate. They will also prepare and file, in coordination with the Chief Accounting Officer, the Chief Financial Officer and our Investor Relations team, all SEC and other filings to the extent applicable. From time to time this Attorney may be required to provide other legal support to the business.**Responsibilities:*** Advise company on federal and state securities laws, including the Securities Act of 1933, the Securities Exchange Act of 1934, and other relevant regulations (such as Sarbanes-Oxley, Dodd-Frank, Regulation FD and the JOBS Act).* Primary responsibility for the legal aspects of any SEC required disclosures in the registration statement, prospectus and other periodic filings such as 10-Ks, 10-Qs, 8-Ks, and proxy statements. Responsibility for reviewing the accuracy and completeness of the company's financial statements.* Responsibility for reviewing the terms of the offering and assisting in the closing.* Monitor SEC and stock exchange rules and corporate governance developments.* Advise company on securities law issues related to mergers, acquisitions, tender offers, and other corporate restructurings.* Support the maintenance of and compliance with trading windows, support the creation and termination of 10b5-1 plans, creation and filing of all Section 16 forms for Section 16 officers.* Lead the Section 16 compliance tracking reporting for Board and NEOs.* Primarily responsible for developing and compliance with the insider trading policy and appropriate training for employees* Review and provide strategic advice on policies of proxy advisory firms, institutional investors and other rating agencies.* Provide counsel and training to employees and others on insider trading, market manipulation, and other violations of securities law.* Support the Chief Legal Officer in preparation for and organization of Board Meetings including Audit, Compensation and Nominating and Governance Committee meetings, including all supporting materials, minutes and resolutions.* Draft board resolutions and maintain signature records.* Assistance with subsidiary management and compliance matters.* Manage process annual D&O questionnaire process and documentation with Board and NEOs* Conduct legal research, due diligence, and risk assessments related to securities transactions, investments, and other corporate activities.* Work with a wide range of internal clients including senior executives across Canada and the US.* Reviews any press releases and other communications to ensure compliance with securities regulations.**Requirements:*** Juris Doctorate (JD) degree is required, as well as being a member of a State Bar in good standing.* Minimum of 8-12+ years' experience in securities and/or corporate law (particularly in SEC compliance), board and corporate governance, capital markets or regulatory enforcement, all resulting in a proven record of professional excellence and achievement.* In-depth knowledge of securities laws, regulations, and legal precedents.* Strong research, writing, and analytical abilities.* Ability to work with complex legal and financial documents.* Experience working effectively within a team oriented collaborative organization with an eagerness to learn the insurance brokerage industry.* Experience or strong interest in the insurance brokerage industry, financial services, or other related regulated industry is a plus.* Proficient in the use of Microsoft Word and Teams, required; PowerPoint, Excel and SharePoint competence is preferred.* Demonstrated record of providing substantive/technical legal advice and support to clients.* Strong project management skills, including ability to manage multiple projects simultaneously and effectively to completion.* Positive client-service attitude.* Detail oriented, with excellent organizational skills.* Exercises good judgment.* Ability to issue spot and summarize key points succinctly.* Ability to be flexible and adaptive.* Intellectual curiosity and a high degree of integrity.**JOIN OUR TEAM****HUB International**, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.*Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $190,000 to $250,000* *and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.* Department LegalRequired Experience: 10-15 years of relevant experience Required Travel: NegligibleRequired Education: Doctoral degree HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.Bonjour. Nous sommes HUB.Dans un monde en rapide évolution, nous conseillons les entreprises et les individus sur la facon de se préparer à l'inattendu. Lorsque vous vous associez à nous, vous êtes au centre d'un vaste réseau d'experts qui vous aideront à atteindre vos objectifs grâce à nos services de gestion de risques, de gestion des demandes d'indemnisation et de soutien en matière
#J-18808-Ljbffr
Sr. HRIS Workday Analyst
Chicago, IL job
ABOUT US
At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.
HUB is the 5th largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and more than 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
Overview of Position:
The Senior HR Tech Analyst will play a vital role in supporting HUB's HCM business processes by leveraging their expertise in Workday and related HR technologies. The primary objective of this role will be to ensure the efficient operation, configuration, and continuous improvement of the Workday Human Capital Management System to meet the needs of our employees and the business. This position is hands-on and requires strong knowledge of Human Resources Information Systems (HRIS), Workday (specifically) and experience with other Human Resources functions (i.e. Payroll, Benefits, Time & Absence, Compensation etc.) This role will serve as a technical point-of-contact for assigned functional areas and subject matter expert ensuring operational effectiveness, data integrity, testing of system changes, and analyzing data flows for process improvement opportunities.
Key Responsibilities:
Configure and customize Workday to align with the organization's evolving needs and business requirements.
Act as a consultant to business units, offering strategic guidance on maximizing the capabilities of HRIS systems.
Review release summaries, facilitate breakout sessions with COEs, and manage release testing.
Identify enhancement opportunities and assess impacts on downstream systems.
Stay informed about current trends in HRMS, focusing on product/service development, delivery, and support. Apply relevant technologies to improve system effectiveness.
Recommend process enhancements, innovative solutions, and policy updates to improve operational efficiency and customer service.
Evaluate, build, and maintain various Workday modules, including Performance & Talent, Payroll, Benefits, Time & Absence, HCM, Reporting, and Dashboards.
Support ad-hoc reporting requests across the organization.
Document standard processes and procedures; create user guides, checklists, and job aids for functional practitioners.
Respond to and resolve HRIS tickets in a timely manner, ensuring smooth system operations.
Serve as a subject matter expert, providing technical support and guidance to system end users.
Train new system users, develop user-friendly procedures, and create training materials, job aids, and documentation.
Mentor and provide guidance to junior team members, fostering growth and expertise within the team.
Qualifications and Requirements:
Education:
Bachelor's degree in a related discipline (e.g., Information Systems, Human Resources, or Business) is required, OR
4+ years of relevant experience in an HRIS analyst role with configuration expertise in two or more Workday modules, such as HCM, Recruiting, Compensation, Benefits, Payroll, Time & Attendance, or Performance & Talent Management.
Certifications:
Workday Partner or Pro Certification is preferred.
Experience:
2+ years of Workday consulting and/or implementation experience is preferred.
Insurance industry experience is an asset.
Experience with change management is a plus.
Skills and Competencies:
Excellent analytical skills with the ability to collect, analyze, and present data effectively.
Exceptional communication skills, with the ability to interact with varying levels of leadership, evaluate expressed and unexpressed needs, and translate them into clear requirements.
Strong customer service orientation with a professional and approachable demeanor.
Solution-oriented mindset with solid business acumen.
Critical thinking and the ability to work independently.
Strong organizational skills and attention to detail.
Proven ability to identify and resolve problems in a timely and effective manner.
Ability to maintain strict confidentiality.
JOIN OUR TEAM
Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB, you will be part of a community of learners and doers focused on helping our leaders maximize the potential of their employees.
Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $110,000- $120,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
Policy Service Manager
Peoria, IL job
Job Title: Policy Service Manager
Department: Policy Service
Reports To: Jenni Schulze
Job Type: Full Time
Commitment to Core Values
At Illinois Mutual, our culture is built around our four core values. These values shape how we operate and define our expectations of each team member's contributions:
Be honest, reliable and respectful
Think of other first
Work together to create results
Stand out with personal, caring service
Job Summary
The Policy Service Manager leads a team focused on delivering exceptional service to policyholders and internal partners within our Company's largest call center. This role oversees daily operations, staff development, and process improvement to ensure efficient, accurate, professional, courteous and timely service. Reports to the Assistant Vice President, Policy Service.
Key Responsibilities
Lead, coach, and develop team members within the call center work environment, as well as those handling complex and escalated policyowner requests managed outside of the call center; manage performance, training, and staffing, including participating in the hiring process for department team members.
Oversee departmental workflows and ensure consistent application of procedures.
Handle escalated service issues and complex policy inquiries.
Collaborate with other department leadership team members on staffing plans, budget processes, and departmental goals.
Drive process improvements and implement best practices.
Maintain strong communication with internal and external stakeholders.
Support, and as needed facilitate, department audit, quality assurance, and compliance efforts and processes.
Demonstrate ability to interpret policy provisions for all active policy types
Represent the department in meetings, committees, and cross-functional initiatives.
Anticipated Salary: $74,650 - $78,000 (Final Salary based on experience)
Benefit Overview: We strive for our employees to feel appreciated and supported, both professionally and personally. Our comprehensive benefit and discount package that meets a variety of needs is one way we demonstrate this. Some of our most admired benefits include:
Compressed 4 1/2-day work week (Half-Day Fridays)
No monthly premium cost for employee medical, life and disability insurance coverage
Paid time-off accrual, including annual rollover; and paid holidays
Competitive 401(k) plan with immediate vesting on Company contributions
Discounted on-site employee cafeteria
On-site exercise facility and company-provided exercise time
Tuition reimbursement and training incentives
Access to voluntary dental and vision insurance coverage
Job Qualifications
Bachelors Degree* required
Minimum 6+ years of insurance experience, Life and Health preferred
Proven leadership or management experience, including the ability to motivate employees and foster a positive working environment
Industry designations (e.g., FLMI, ACS, AIRC, FSRI) preferred
Strong verbal and written communication skills, ensuring transparency and clarity
Strong organization and time management abilities, ensuring efficiency and follow-through
Strong problem-solving and analytical skills
Strong interpersonal skills, including teamwork, collaboration and relationship management
Ability to maintain confidentiality and adhere to privacy standards
Demonstrated reliability, accountability, integrity and professionalism
Flexible and adaptable to changes
Strong initiative and solid judgment/decision making abilities and skills
Ability to learn quickly, adapt to new systems, processes and procedures, and facilitate change when necessary
Ability to manage duties and tasks in an efficient, effective, and timely manner, remaining focused even under pressure
Proficient computer skills, including Microsoft Office
*College or university must be sufficiently accredited and listed in the U.S. Department of Education Accreditation Directory.
Required Competencies
External (Strategic) Awareness
Customer Focus
People Development
Leadership
Achievement Orientation
Integrity
This job description is intended to provide a general overview of the position and does not include every detail of the role. Responsibilities and expectations may be subject to change based on Company needs.
Illinois Mutual is an equal opportunity employer.
Customer Support Account Manager
Barrington, IL job
The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account Manager will be responsible for collecting, organizing, and analyzing client data as well as other administrative and support functions such as scheduling client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and completing applications and forms.
Primary Responsibilities
The Account Manager can expect to focus their work in the following areas:
Client Communication
Greet clients and guests in a professional, friendly and hospitable manner
Answer telephones and direct callers to appropriate member of the firm
Respond to client emails in a professional manner
Attend client meetings in a technical, supporting, and learning role
Client relationship development, including ongoing and regular client contact and communications
Client Preparation
Client support including performing a wide range of activities, such as data gathering and analysis, development of recommendations, implementation, and ongoing portfolio management - within a financial planning context.
Assist advisors and clients in completing application, enrollment and other forms as needed
Client service, including planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and new opportunity identification
Data gathering from clients for initial meeting, engagement meeting and ongoing management meetings. Prepare necessary documentation and agendas one week in advance of appointments.
Manage the follow-up process including action items, next contact date, follow up letter, update and maintain CRM.
Prepare and mail forms and applications to clients as needed
Forward investment checks and enrollment/application forms to necessary broker
Administrative Tasks
Daily Downloads (Pershing, DST Fan Mail)
Review alerts from custodians
May buy and sell investments for clients at the advisor's discretion
Maintain electronic filing system, clear folders at the COB each day
Administer and coordinate client billing process
Consistently review accounts for compliance requirements
Schedule client meetings with appropriate advisor
Coordinate the pick-up and delivery of express mail services (UPS, Fed Ex)
Scanning, filing, faxing and collating
Place appropriate postage on outgoing mail and send via appropriate boxes
Other
Open and close the office (locking doors, turning off lights)
Maintain kitchen area, stock refreshments and refrigerator
Attend team meetings, Investment Committee Meetings and other meetings as necessary
In addition to participation in the Financial Planning and Investment Committee meetings the CRA may participate in developing investment and financial planning strategies for the committees
Complete special projects as needed
Required Qualifications
Self-confidence, personal integrity and an understanding of fiduciary responsibility
A team player, with strong leadership skills and ability to multi-task and manage time effectively
Ability to think through issues and problems from the client's perspective and offer solutions, willing to take responsibility for task completion, and seeks out ways to improve processes
2 years of relevant service-oriented experience and/or training, or equivalent combination of education and experience
Ability to work independently on assigned tasks as well as to accept direction on given assignments
Excellent verbal and written communication skills, and exceptional interpersonal communication skills
Sound organizational skills and strong personal computer skills (MS Office Suite)
Compensation
Pay/benefits are competitive based on industry standards.
Salary will be based on experience and industry benchmarks.
Eligibility for Individual Performance as well as Firm-wide Incentive Bonuses
Perks & Benefits
401(k) with Employer Match
Health Insurance (with HSA option)
Dental Insurance
Vision Insurance
Life Insurance
Paid Time Off Policy
Flexible Spending Account (FSA)
Healthy Work/Life Balance
Maternity/Paternity Leave Policy
About World Investment Advisors
World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry's premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, WIA supports $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At World Investment Advisors we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients' needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World Investment Advisors?
Great company culture with an awesome team-oriented atmosphere!
Professional growth opportunities
Friendly and collaborative work environment
World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
#LI-GP1
#LI-Hybrid
1As of 12/31/2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.
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Underwriting Intern
Chicago, IL job
At Burns & Wilcox, we are looking for a passionate individual aiming to follow a career path in the specialty insurance industry. The 12-week summer internship program aims to develop one's business acumen, communication, and leadership skills through real world experience. This is a paid internship that provides additional learning opportunities for students to learn from and network with executive leadership and fellow interns in a range of departments. This individual will be expected to work 40 hours per week, with four days spent in an office setting and one day remote. The Underwriting Intern will gain valuable experience in one of our insurance underwriting teams comprised of commercial, personal, environmental, or professional lines teams.
Responsibilities
Underwriting and cross selling across the department renewal portfolio and new business submissions
Participate in agent marketing calls
Engage in insurance policy renewals
Update new business and renewals in Microsoft Excel
Determine which program or market best meets the needs of agency clients
Communicating loss notices and policy changes
Work alongside senior leaders on special projects and attend client meetings
Qualifications
Enrolled as an undergraduate at an accredited university, actively pursuing a degree in Risk Management and Insurance (strongly preferred), Business, Finance, or another relevant field
Expected graduation in December 2026 or May 2027
Previous internship experience is preferred
Technical proficiency in Microsoft Office applications
About Our Company
Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America's leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector.
Equal Opportunity Employer
The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, pregnancy, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.
In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Outside Insurance Sales - No Sales Experience Required!
Jacksonville, IL job
Ready to jump-start your career and take charge of your earning potential? At Platinum Supplemental Insurance, we're looking for motivated individuals ready to learn, grow, and thrive in a fast-paced environment. Whether you're a recent grad or simply seeking a fresh challenge, this is your chance to earn like a highly educated professional-our proven products and systems are your roadmap to becoming a top earner in sales. If you're prepared to unlock your full potential, let us show you how to build a lucrative and rewarding future.
Why Join Platinum?
Four-Day Workweek
Travel Monday-Thursday to meet with farmers and small business owners, then enjoy your weekends off. Say goodbye to the daily grind and hello to a work-life balance that lets you recharge and spend time on what matters most.
Uncapped Earning Potential
This is a commission-based role, and many of our new reps earn $75,000 or more in their first year, with top performers exceeding $100,000. The sky truly is the limit when it comes to your income.
Ongoing Support & Resources
Focus on building relationships and closing deals while Platinum handles marketing, recruiting, back-office support, and customer service. You'll also benefit from generous bonuses, annual renewal income, and luxury travel incentives for high achievers.
Cutting-Edge AI Training
Get an edge on the competition with our new AI-driven training platform. You'll receive personalized feedback, interactive coaching, and real-time support to help you master Platinum's proven 10-step sales system-faster and more confidently than ever before.
Your Day-to-Day
1. Travel to Your Territory: Meet potential customers (farmers, small business owners, and families) face-to-face to build trust and educate them about Platinum's supplemental insurance solutions.
2. Leverage Our 10-Step Sales Process: Follow a time-tested system that helps you identify prospects, deliver compelling presentations, and close more sales-backed by our powerful AI training.
3. Stay Motivated & Collaborate: Work within a supportive, team-based culture that celebrates wins, shares best practices, and drives everyone to reach new heights.
What You'll Enjoy
High Earning Potential, No Caps: Earn based on your performance and ambition, without hitting a salary ceiling.
Residual Income: Benefit from ongoing earnings long after closing a sale, creating a steady income stream.
Advancement Opportunities: Rise quickly through the ranks and take on leadership roles as you prove your abilities.
Quarterly Vacations: Earn the chance to recharge on exciting getaways with fellow top performers.
Company Trips & Events: Enjoy travel and experiences on us-bring a significant other along, all expenses paid.
Weekends Off: A Monday-Thursday work schedule means you get every weekend free for family time or relaxation.
Who Thrives Here
Go-Getters: You bring the hunger, discipline, and drive needed to excel in a commission-based environment.
Clear Communicators: You can connect with people from various backgrounds, build trust, and explain concepts in a simple, relatable way.
Continuous Learners: You're excited to leverage AI-based training and mentorship to refine your skills and grow quickly.
Flexible Travelers: You're comfortable with overnight travel Monday-Thursday and are 18+ years old.
Ready to Take the Leap?
If the idea of earning what you're worth, mastering an innovative sales system, and enjoying a 4-day workweek excites you, we'd love to hear from you! Apply today and discover how Platinum can help you unlock a thriving career in sales.
About Platinum
Platinum Supplemental Insurance specializes in helping individuals, families, and businesses secure their financial futures through supplemental coverage. By bridging the gaps left by traditional health plans, Platinum's products offer peace of mind when unexpected health issues arise. With a people-first mentality, robust training programs, and a commitment to growth, Platinum provides the ideal environment for sales professionals to excel-no matter where they're starting from.
Join the Platinum team and see for yourself why so many have launched fulfilling, lucrative sales careers with us.
Client Specialist
Chicago, IL job
* Responsible for 20-40 total accounts (depending on other responsibilities and factors), doing all responsibilities of the Account Coordinator and Senior Account Coordinator * Builds and manages relationships with client(s) (core team and/or carrier)
* Reviews, completes and delivers Budget Projections to core teams
* Completes renewal package (enter carrier responses, claims and premium experience, benchmarking, Monte Carlo, formatting of tables and charts, finalizing Power Point deliverable)
* Negotiates with carrier partners the most optimal outcome for our client(s)
* Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review
* Revises deliverable and recommendation based on peer review and delivers final results to core team
* Hosts standard meetings with core teams to discuss marketing status and other open items
* Provides feedback to carrier partners on renewal and new business
* Attend client meetings/calls to observe presentation by manager and/or leadership
* Liaison between core team and claims team
* Liaison between core team and AMAP team
* Obtain/maintain license
This is a remote eligible position.
Compensation and Benefits
Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant sate/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.
Compensation
* Base salary: $100,000 USD
* Performance Bonus: This role is also eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate.
Lockton Benefits Offerings
At Lockton, our caring culture means we're invested in your health and wellbeing. That's why we've developed a benefits program that is all about helping you reach your ultimate potential, both at the office and at home. From health and wellness to financial wellbeing and everything in between, we have you covered. We encourage you to take advantage of the broad range of available offerings.
* Health Plans - Options include United Healthcare Consumer-driven health plan or Surest variable copay plan
* Wellness incentive program for health premium savings
* Dental Plans - MetLife PPO & Copay option
* Vision Plan - VSP Choice Plan
* Health Savings Account
* Flexible Spending Accounts - Dependent Care, Ltd. Purpose, Healthcare, Transportation
* Life Insurance - Group term life, AD&D plus voluntary life options
* Paid parental leave
* Disability benefits - salary continuation & long-term disability for qualifying events
* Legal services
* Critical illness care
* Hospital indemnity
* Pet insurance
* Gym membership discount programs
* Retirement 401(K) Plan - 100% match up to 6% with immediate vesting
* Student loan 401(K) match option
* Associate assistance mental health program
* Merchant discounts
* Paid time off including vacation, holidays, personal days, volunteer days, and sick time
* Associate referral bonus & new business finder's fee
* Company sponsored charitable and community events
* Note: the above applies to regular full-time Associates; see Human Resources for part-time benefits
Kitchen Sales Assistant
Mokena, IL job
Great news! Schillings is currently looking for a Kitchen Sales Assistant at our Mokena, IL location. We offer competitive pay along with a full package of benefits and opportunities for advancement. This position will be full-time with no nights or Sundays. Apply today!
Responsibilities:
Provide excellent customer service to all customers
Ability to communicate efficiently with your direct salesperson
Assist the salesperson with quotes, orders, special orders, and setting up deliveries through dispatch
Check and process all orders for efficiency
Electronically file documents
Answer phones with a smile on the first ring
Adhere to all company policies and procedures
Communicate with managers as applicable to ensure all tasks are complete and customer service is excellent
Maintain best interest of the company
Any other tasks or areas of responsibility that Management or Schilling family deem appropriate
Completion of required training
Education/Required Skills:
General knowledge of kitchen/bath fixtures preferred
Working knowledge of Excel, Word, and Windows
Strong math skills
Attention to detail
Ability to multi-task
Organizational skills
Communication skills
Benefits:
Competitive pay
Medical, Dental, Vision
Life insurance & short-term disability
401k with profit sharing
PTO & Paid Holidays
Sponsored lunch events
Company discounts
MISSION - Give our customers what they want, on time and error-free
Schillings provides equal employment opportunity to all individuals regardless of their race, color, religion, national origin, ancestry, military status, unfavorable discharge from military status, sex, marital status, disability, order of protection status, age, sexual orientation, pregnancy, or any other characteristics protected by federal, state, or local laws. Schillings is a drug-free workplace.
Transaction Facilitator
Orland Park, IL job
The ideal candidate will be in charge of the organization and efficiency of daily office operations. From scheduling client meetings, to communicating between departments, you will be responsible for completing multi-level tasks in a professional and timely manner.
Responsibilities
Manage the reception area and staff to ensure effective communication both internally and externally
Provide office guests with a hospitable experience
Supervise the maintenance of office areas, equipment, and facilities
Interact with IT, phone and building personnel as needed
Qualifications
Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
Excellent written and verbal communication skills
Ability to multi-task, organize, and prioritize work
Location:
Job will be located in either the Oak Lawn or Orland Park office.
Compensation:
Beginning range of pay between $20 and $22 hourly.
Actuarial Intern
Springfield, IL job
We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future.
Springfield, IL
Horace Mann
We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
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keywords: summary,job description,analysis,develop,learn,education & experience,skills
Property & Casualty
$26/hour
Overview:
Horace Mann Educators Corporation offers insurance and financial products to educators and those who serve the public. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. Our tailored offerings include special rates and benefits for educators, as well as the insurance we're known for in order to help protect what they have today and the financial products to help prepare them for their futures.
The Role
Our Property & Casualty (P&C) Actuarial team is seeking a P&C Actuarial Intern, who will focus on data analysis and contributions to projects throughout the department. In this role, the intern will deliver on a variety of projects and initiatives that help to measure and drive action around Actuarial department projects and initiatives. This intern will also gain exposure to financial modeling, risk assessment, and regulatory compliance within the insurance industry. It's a great opportunity to apply your quantitative skills and learn how actuarial principles are applied in real-world scenarios. Under direct supervision from various senior members of the team, you'll also be conducting analyses that adhere to actuarial standards of practice: selecting appropriate data sources and methods, making necessary assumptions, recognizing considerations, and developing recommendations.
Our ideal candidate will have the ability to travel to our Springfield, IL offices weekly, per the hybrid work schedule.
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Responsibilities:
* You'll work with large datasets to analyze insurance claims, policyholder information, and other relevant data.
* Using statistical software like Excel or R, you'll put your expertise to use to clean, organize, and analyze data sets.
* Actively participate in various department and project-focused meetings, engage and contribute ideas, and gain exposure to cross-functional collaboration.
* Learn to assess risks associated with insurance policies and understand how to price them accordingly.
* Support your fellow Actuaries in various tasks such as calculating insurance premiums, determining reserves, and assessing risk levels for different insurance products.
* Gain an understanding of the various insurance products offered by Horace Mann and their specific actuarial considerations.
* At times, you'll assist in developing and updating financial models that predict future trends in insurance claims and financial outcomes to understand the impact of different variables.
* Develop a comprehensive perspective of the field by shadowing seasoned actuaries, participating in industry events and webinars, and connecting with professionals at Horace Mann.
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Requirements:
* Currently pursuing a Bachelor's degree in actuarial science, finance, economics, statistics, mathematics, business, or related field.
* A minimum of one (1) Actuarial exam through either the Society of Actuaries (SOA) or the Casualty Actuary Society (CAS) must be completed.
* Strong proficiency in statistical analysis.
* Expertise in MS Excel and other programs to be utilized daily.
* Exceptional abilities in the analytical space to analyze data, interpret trends, and make sound recommendations.
* Savvy with programming language R in conjunction with tools like Excel to modify and analyze actuarial reports.
* Compelling written and verbal communication skills are essential for presenting findings, collaborating with team members, and explaining complex concepts to stakeholders.
* Detail-oriented and organized to prioritize work and time effectively.
* Being open to growth and learning new skills is an essential piece of the mentality we cultivate in cohesion with our customers - America's Educators!
Pay Range: $26/hour
Salary is commensurate to experience, location, etc.
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Consultant II - HPR Loss Control
Chicago, IL job
Marketing Statement
About Tokio Marine:
Tokio Marine has been conducting business in the U.S. market for over a century and we are licensed in all states, Puerto Rico and the District of Columbia, and write all major lines of Commercial Property and Casualty Insurance. We provide unique insurance and risk management tools from our experienced staff of account executives, underwriters and loss prevention engineers and fair and timely claim settlement from a skilled team of claim professionals. We work with major brokers and leading independent insurance agents throughout the United States to serve the world's largest and most distinguished organizations.
We are committed to creating value for our customers by providing ANSHIN (safety, security and peace of mind). We strive to be creative and passionate as we work towards our long-term success.
Tokio Marine Holdings is Japan's oldest, and one of the largest property and casualty insurers. Founded in 1879, TMNF operates worldwide in 47 countries. With annual revenues of approximately $50 billion and an A.M. Best rating of A++, one of the highest in the industry, we are one of the top 20 insurance providers worldwide.
Job Summary
Provide professional Highly Protected Risk (HPR) loss control services to Tokio Marine America clients and Tokio Marine Management, Inc. Coordinates and conducts loss control management evaluations, physical surveys, loss analysis and training to assist Tokio Marine clients to improve and maintain loss control activities. Coordinates and conducts loss control management evaluations, physical surveys, and loss analysis to assist Tokio Marine Management Underwriting in their evaluation of risk. Provide loss control technical support to Tokio Marine departments such as underwriting, claims and coordination. Coordinate loss control activities on select accounts ensuring service plans are maintained and completed, responding to customer requests and needs and supporting underwriting and claims at renewal and during the policy period.
Essential Job Functions:
Performs loss control surveys of prospects and clients on request for underwriting information and evaluation from a loss control viewpoint for desirability.
Coordinates loss control service to select clients requiring defined service standards.
Prepares reports for clients, Underwriting and Branch offices concerning the loss control in effect, including loss analysis, conditions noted, recommendations for improvement and future needs.
Assists in the development and presentation of programs and training seminars for clients and other departments in the Company.
Responds to special requests from Underwriting Department and clients with prior approval from Loss Control Department Management.
Develops and maintains Loss Control instructions for multi-location clients being coordinated by Loss Control.
Completes all work scheduled in regular service assignments or requests in a timely manner.
Maintains membership and actively participates in professional organizations approved by Loss Control Management Departmental standards guidelines.
Utilizes PC programs (LC360, Presentation Software, etc.) in preparing presentations for prospects and clients.
Plans and performs work scheduling in a timely and cost-effective manner.
Responsible for complying with proper internal controls as necessary to conduct job functions and/or carry out responsibilities and/or administrative activities at the Company.
Qualifications
Preferably a Bachelor's Degree in Engineering / Science or equivalent job experience.
2 to 5 years experience servicing major accounts with multi-locations.
Possesses a specialty in HPR loss control.
Good communication skills, both written and oral and capable of making presentations to a group.
Good computer skills to include the use of Microsoft software, TMM internal programs (ie: LC360, etc.) and other software
Valid driver's license free of any major violations.
Physically capable of performing the job requirements - walking, carrying, and climbing.
Capable of significant amounts of travel.
Salary range of $115k - 150k. Ultimate salary offered will be based on factors such as applicant experience and geographic location. Our company offers a competitive benefits package and bonus eligibility on top of base.
TMA believes the perfect candidate is more than just a resume. If you don't meet every single requirement, but are still interested in the job, we encourage you to apply.
Benefits:
We offer a comprehensive benefit package, which includes a generous 401K match. Our rich history of outstanding results and growth allow us to focus our business plan on continued growth, new products, people development and internal career opportunities.
EEO Statement
Tokio Marine Management is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, or sexual orientation.
Auto-ApplyCommercial Lines Account Manager
Lisle, IL job
Who we are. What we do.
Connor & Gallagher OneSource (CGO) is a full-service Human Capital and Risk Management partner. Since 1997, we've supported organizations nationwide with insurance, employee benefits, HR, payroll, retirement, and risk management solutions. Our dedicated teams combine expertise with a hands-on service model, delivering integrated, flexible solutions that help businesses and their people thrive.
Position Summary
The Commercial Lines Account Manager is responsible for managing and servicing a designated book of business for commercial insurance clients and requires a strong understanding of commercial insurance coverages, carrier guidelines, and risk management principles. The account manager will serve as a main point of contact for clients, providing expert guidance, policy support, and proactive communication to ensure satisfaction and retention. Working closely with producers, this individual will design and implement customized service plans that align with the unique needs of each client and play a crucial role in guiding clients through their insurance options while maintaining accurate and up-to-date client information within the agency management system.
Essential Functions
Build and maintain personalized relationships with clients through phone, email and in-person meetings.
Work closely with the service team to effectively manage and oversee the renewal processes using established workflows.
Engage with current and prospective clients to understand exposures, coverages, and needs.
Prepare and submit comprehensive submission packages to underwriters, adhering to guidelines.
Communicate with underwriters on submissions, premium negotiations, coverage, and terms.
Evaluate coverage, terms, and conditions of quotes received from underwriters.
Compare quote options from multiple carriers and present coverage comparisons as needed.
Support clients by managing the creation of proposals, program summaries, options, and service plans designed to support clients in making informed insurance program decisions.
Attend insurance carrier meetings and events as appropriate, build positive relationships and remain proactive of carrier products and underwriting approaches.
Accurately maintain complete client files through account clear documentation such as policy information, activities, attachments, and correspondence.
Participate in ongoing scheduled meetings with the service team to discuss accounts, renewals, service needs, and other relevant topics.
Provide effective communications with Producers and Client Service Representatives.
Required Education and Experience
5+ years of Account Management experience handling Middle Market Accounts within an insurance brokerage or comparable experience.
Highly organized with a strong attention to detail and focus on accuracy in all aspects of work.
Demonstrates exceptional customer service, teamwork, communication, and interpersonal skills.
Current Illinois Producer's License related to Casualty, Property and Fire
BS/BA in Business, Insurance, or a related field preferred.
Proficient in Microsoft Office Suite.
Experience working with Applied Epic is beneficial (not required)
Physical Demands
While performing the duties of this job, the employee is regularly required to talk and hear. This position is very active and requires standing, walking, bending, kneeling, reaching, and stooping all day. The employee must frequently lift and/or move items over 20 pounds.
Claims Assistant
Springfield, IL job
Zenith is a team of Workers' Compensation Specialists committed to helping businesses succeed by protecting against the financial and human consequences of workplace injuries, providing for the needs of injured employees and making the workplace safer. To distinguish ourselves as the desired provider of Workers' Compensation Insurance, values such as collaboration, work-life balance, and integrity are placed at the center of all our operations. In addition, Zenith supports career advancement through a dedication to ongoing learning and development. An individual coming to Zenith will not only receive competitive compensation and a comprehensive benefits package, but continuous opportunities to grow as a professional.
A Brief Overview
Under general supervision, performs diverse and complex clerical duties requiring thorough knowledge and understanding of all applicable procedures and policies. Tasks require judgment and initiative.
What you will do
* Responsible for assisting examiners and management of assigned caseload by performing clerical functions according to the Zenith timeframes and guidelines.
* Performs detailed telephone investigations and maintains disability status checks with physicians and policyholders as directed by examiner.
* Arranges medical examinations; may send physician cover letter with assistance or approval of examiner, and compose routine narrative memorandums and letters as directed by examiner.
* Prepares and types legal documents; Answers, Declaration of Readiness to Proceed, Compromise and Release, and other related forms and memorandums.
* Makes disability and medical payments within given authority.
* Inputs and monitors automatic disability schedule payments and cancellations.
* Timely management of assigned tasks by systems diary.
* Proficient use of computer to include Claims information, coverage, DWC notices and payment verification.
* Word, Outlook Calendar, E-Mail, Performa, and Zeus knowledge required.
* Calculate wage statements and make appropriate adjustments in the system.
* Understands and complies with medical management protocols and standards.
* May assume back-up in absence of examiner.
* Assists in training of Claims assistants and other clerical personnel.
* Works productively and harmoniously with others on a consistence basis.
* Respond positively to direction and criticism of performance.
* Consistently maintain professional and appropriate demeanor.
* Perform other duties as assigned.
Education Qualifications
* High School Diploma Or equivalent required
Experience Qualifications
* Prior Workers' Compensation Claims assistant experience preferred. Basic technical workers' compensation Claims knowledge preferred.
Skills and Abilities
* Strong verbal and written communication skills with emphasis on telephone communication required.
* Strong math and reading skills required.
* Meets all state regulatory standards regarding licensing, continuing education, and other requirements.
* Bilingual skills preferred.
* Strong skills in time management, organization, and problem solving required.
The expected salary range for this position is $42,796.39 - $53,495.48. Actual pay will be adjusted based on experience, geographic location, and other job-related factors as permitted by law. Qualifications may warrant placement in a different job level.
Benefits
* Medical, Dental and Vision Insurance
* Flexible Spending Accounts
* Paid Parental Leave
* Life, AD&D and Disability Insurance
* 401(k), Employee Share Purchase Plan (ESPP)
* Education and Training Reimbursement
* Paid Leave: 3 weeks/year Vacation, 2 weeks/year Sick Leave
* 10 paid Company Holidays, 2 Personal Days, 2 Floating Holidays
* Employee Assistance Program (EAP)
* For more information, review details on the Benefits page of our Career Site: *******************************************
Zenith typically posts jobs for a minimum of 8 to 14 calendar days. If you are interested in any of our open positions, we encourage you to submit your application promptly.
Zenith Insurance Company is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic. In compliance with California law, we are committed to fair hiring practices. Pursuant to the California Fair Chance Act (AB 1008), we will consider qualified applicants with criminal histories in a manner consistent with the law. Additionally, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance, we will not inquire about an applicant's criminal history until after a conditional offer of employment has been made.
If you are a qualified individual with a disability or a disabled veteran and need assistance accessing our career center or applying for a position due to your disability, you are entitled to request an accommodation. To make a request, please contact a Human resources representative at Zenith Insurance Company.
#LI-EF1
#LI-Hybrid
Risk Solutions Intern - June 2026
Chicago, IL job
The Risk Solutions internship is a comprehensive 10-week program designed for college students to gain exposure to all facets of the insurance industry from the broker perspective. Throughout the program, our interns are embedded in various Risk Solutions teams including a variety of specialty verticals, where they contribute to
real work for our clients. As they work with our Associates, interns experience our caring culture and grow their
professional business skills.
Expected contributions
Risk Solutions interns will collaborate with multiple Lockton Associates, Producers, and carrier partners while
being exposed to the following throughout the 10-week program:
* Partnering with Lockton account teams on key initiatives and daily servicing projects related to new and renewal business
* Participating in off-site carrier visits and client presentations when available
* Making a positive contribution to client satisfaction and striving to improve service to the clients
* Communicating in a professional manner to contribute to a cohesive and pleasant work environment
* Protecting the confidentiality of information learned by performing the duties of the position
Rewards of being an Risk Solutions Intern at Lockton
* Join a class of high-potential future professionals
* Direct exposure to a career that offers tremendous growth opportunity
* Robust collaborative training working with real clients
* Multiple one on one coaching sessions including meaningful feedback
* Networking opportunities and social activities
* Partnership with a summer mentor managing your daily workload as we consult with our clients
* Opportunity to give back to local communities via a collaborative charitable service day
Legislative Analyst, Compliance Information
Chicago, IL job
Summary: The Legislative Analyst, Compliance Information, is responsible for publishing Enacted Law Bulletins, Adopted Regulation Bulletins, and Proposed Regulation Bulletins for assigned states; researching compliance information publications; handling the database functions for state bill tracking as required; and responding to member inquiries.
Principal Responsibilities:
Reviews enacted legislation for assigned states and publishes Enacted Law Bulletins within three business days after receiving the text of the enacted bill.
Reviews regulations for specified states and publishes Adopted Regulation Bulletins and Proposed Regulation Bulletins within three business days after receiving text.
Researches, updates, and publishes assigned compliance information publications.
Responds to member inquiries and documents interactions in Profile.
Edits Legislative and Regulatory Database to track bills, revising short descriptions, assigning topics, and other tagging functions as needed.
Assists with updates and publication of the Claims and Unfair Claims Handling Full Text Compilation, Automobile Accident Reparations Laws and Regulations, Risk Based Pricing, Market Conduct Examinations Laws and Regulations, and the UM/UIM compilation.
Assists with special projects for State Government and Member Relations as needed.
Attend relevant meetings, as time allows, hosted by applicable regulatory agencies to monitor and report on proposed regulations or other pertinent matters in assigned states.
Additional Responsibilities:
Other duties as assigned.
Qualifications:
Bachelor's degree required. Prefer experience with P&C insurance.
Excellent analytical skills.
Minimum 2 years experience in Property Casualty insurance and/or compliance.
Excellent written/oral communication skills - communicating clearly on legislative, regulatory, and substantive issues to multifaceted audiences.
Self-motivated and the ability to move between projects quickly and meet publication deadlines.
Proficient with PC, SharePoint, MS Office Suite, and Adobe PDF.
Auto-ApplyInvestment Analyst Sr
Bloomington, IL job
Experience more with a career at COUNTRY Financial!
We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients.
About the role At COUNTRY Financial, our Private Credit Analyst works in the Insurance Investments group of COUNTRY Trust Bank and will research investment ideas for inclusion in investment portfolios.
The role acts as a member of the Private Credit team with a primary focus on sourcing, diligence, monitoring, and reporting of private credit commitments.
• Sourcing activities will primarily include managing relationships with placement agents and other intermediaries relevant to the private credit market.
• Diligence activities include participating in calls with managers, analyzing various fundraising materials, preparing materials for onsite diligence sessions, calling references, documenting conversations & meetings, preparing investment memos, and assisting with negotiating legal terms.
• Monitoring activities include periodic calls with managers, reading quarterly manager reports, and potentially attending annual meetings.
• Reporting activities include updating the CRM system with notes from calls & meetings, preparing reports for senior management, and preparing reports for the fixed income team.
• Additional responsibilities may include assisting with research of other asset classes.How does this role make an impact?
Assists Portfolio Managers, as part of a collaborative team environment, with security selection, valuation analysis, security trading, portfolio management, performance monitoring, and ongoing evaluation of investment strategies to implement the appropriate investment policies of the organization.
Contributes to overall investment policy decisions and helps to prepare reports and presentations. May participate in the Asset Allocation Committee, Stock Selection Committee, and/or Mutual Fund Selection Committee.
Researches and analyzes assigned projects.
Develops skills, experience, and industry knowledge and determines direction for personal career development.
Do you have what we're looking for?
Prior investment experience in Fixed Income and Alternative Investments
Chartered Financial Analyst (CFA) designation or progress towards completion is preferred
Prior experience in analyzing investments for the purpose of making investment decisions
Typically requires 7+ years of relevant experience or a combination of related experience, education and training.
Base Pay Range:
$94,000-$129,250
The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience.
Incentive Pay:
In addition to base salary, this position is eligible for a Short-Term Incentive plan.
Why work with us?
Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.
You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match.
COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.
Come join our team at COUNTRY today!
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