Owner Relations Associate
ALC Job In Lincoln City, OR
Job Details Lincoln City - ML - Lincoln City, OR Full Time High School $54,000.00 - $54,000.00 Salary/year NegligibleDescription
The Owner Relations Associate is responsible for maintaining the relationship between vacation rental property owners and vacation rental management company. This position works with the various department heads to create a symbiotic relationship in taking care of the vacation rental properties in the company's portfolio.
Areas of Responsibility and Duties
• Understand our management contracts and how they guide/determine our relationship with homeowners.
• Understand different owner personalities and how to work with them.
• Build rapport with the other managers on the team.
• Build rapport with other departments and their managers.
• Effectively sell Meredith Lodging services to potential and existing homeowners.
• Keeps abreast of rental trends, statistics, local regulation and inform owners accordingly.
• Answer owner telephone calls, emails, and text messages to company standards
• Follow company standards of communication and delegate tasks to appropriate team members.
• Be detailed-oriented and highly organized.
• Follow up on completed job tasks in a timely manner.
• Assist the owner experience team as necessary.
• Become familiar with the properties in the company portfolio.
• Ability to deal with difficult clients and maintain composure under pressure.
• Assist with coordinating vendors and/or other departments
• Assist with invoicing and owner statement charges
• Other duties as assigned.
Key Competencies
• Organized and detail oriented - takes the time to ensure the job is completed and correct.
• Strong Project Management skills
• Auditing - willing to audit and be audited.
• Communication - able to effectively communicate with homeowners and staff.
• Adaptable and flexible - enjoys doing work that may require frequent shifts in direction.
• Solution oriented - collect and analyze information, problem-solve and improve efficiency.
• Reliability - is dependable, consistent and does not have attendance issues.
• Achievement oriented - enjoys seeing tasks through to completion and hitting goals.
• Self-starter - can work autonomously and will seek out new tasks rather than waiting for an assignment.
• Growth oriented - a strong desire to grow professionally and learn new tasks and skills.
Qualifications
Education
o High school diploma or equivalent degree
o Associate degree or 4 - year degree preferred.
Skills
o Proficient in Microsoft Office programs including Word, Excel and Outlook
o Multi-task and detail oriented.
o Valid driver's license required.
Abilities
o Ability to effectively communicate, both orally and in writing
o Ability to learn and use new software and tools.
o Must have the ability to drive and have a valid driver's license.
Experience
o 1+ years' experience in hospitality or related field preferred
o Education or course work may be accepted in place of professional experience.
General Requirements
o Valid Driver's License with Clean Driving Record
o Has a reliable vehicle to use at work.
o Available to work weekends and holidays.
o Commute to assigned offices.
Working Conditions
This position operates in a professional work environment with most of the time in the office and minimal time in the field as necessary. This position routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Occasional travel to other regional offices may be required. All potential employees are required to pass a background and motor vehicle check before being hired. Candidates may not have any tattoos visible above the shoulders. Smoking/Vaping are strictly prohibited within all company work areas, managed properties, owned properties, company vehicles, and within 10 feet of all entrances, exits, accessibility ramps, windows and air-intake vents. This position requires employees to follow company dress code.
Physical requirements
This job is primarily performed at a stationary desk in an office and can be done sitting or standing and walking homes for inspection. Lifting/moving requirements are generally 25 pounds or less. There may be occasional need to crouch, stoop, bend and lift amounts greater than 25 pounds. Normal workdays are between eight and nine hours, but additional hours may be needed based on workflow.
The preceding description is not designed to be a complete list of all duties and responsibilities required of the job. The company reserves the right to modify or change the at any time with or without notice. Employment is “at will”, and nothing in the job description should be construed as a contract for employment for any specified period of time.
Qualifications
Minimum Eligibility Requirements:
Bachelor degree or work equivalent
Proficiency in Excel and Word
Proven ability to multi-task and pay attention to detail
Excellent written and oral communication skills
Guest Experience Agent
ALC Job In Lincoln City, OR
Job Details Lincoln City - ALC - Lincoln City, OR Full Time High School $23.00 - $24.00 Hourly NegligibleDescription
The Guest Experience Agents primary function is to book guest reservations, assist with guest relations, provide customer service, and ensure that guests receive exceptional experience. This is a Swing Shift. Days of week may fluctuate based on needs and/or seasonality.
Schedule
Swing shift: multiple shifts as per business needs.
1) Thursday to Monday
2) Sunday to Thursday
3) Tuesday to Saturday
Timings: 2:30 PM-11PM or 3PM-11:30PM
Areas of Responsibility and Duties
Make reservations for vacation rentals via phone and email; confirm online bookings with guests and be familiar with all properties on client's website.
Know how to process a cancellation, alter a reservation and be familiar with company policies.
Provide information regarding vacation rental homes and availability to current and prospective guests over the phone, via email, and in person
Guest relations; assist guests with questions, special requests and issues before, during and after their stays ensuring a positive experience through great customer service. Use empathy on issues and complains and managers support as necessary.
Coordinate assignments with third-party service providers (maintenance, housekeeping, and others) from ordering and tracking through completion
Monitor recurring maintenance and minor repairs and coordinate completion of approved maintenance for homes
Efficiently and accurately enter data into a variety of systems and electronic databases. Maintain the integrity of accounts by entering information with accuracy into the system.
Collect funds for rent, tax, fees, etc. from customers
Perform other job duties including, but not limited to occasional errands, other property management functions or special projects as requested by supervisor
Greet people who come info the office
Observe established policies and procedures
Other duties as assigned
Key Competencies
Communication Skills - Ability to listen and effectively communicate booking information and policies
Selling - Ability to sell and upsell
Reliability - is dependable, consistent and does not have attendance issues
Self-starter- is self-motivated and takes the initiative to complete tasks, doesn't require constant supervision and direction
Solution oriented - collect and analyze information, problem-solve and improve efficiency
Adaptability - able to learn and adopt new software.
Auditing - willing to audit and be audited
Qualifications
Education
Minimum Eligibility Requirements
High School Diploma, GED or equivalent
Associate degree preferred
Skills
Proficient in Microsoft Office programs including Word, Excel and Outlook
Abilities
Ability to effectively communicate, both orally and in writing
Ability to learn and use new software and tools
Experience
2 years experience in Hotels, Vacation Rentals, Sales or Customer Service experience
2 years sales and/or reservations teams experience
Working Conditions
This position operates in a professional work environment. This position will be a member of a call-center team or work remotely as a sales agent. This position routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Occasional travel to other regional offices may be required. All potential employees are required to pass a background and motor vehicle check before being hired.
Physical requirements
This job is primarily performed at a stationary desk in an office and can be done sitting or standing. Lifting/moving requirements are generally 10 pounds or less. There may be occasional need to crouch, stoop and bend. Normal workdays are between eight and ten hours and overtime may be needed to fulfill job duties.
The preceding description is not designed to be a complete list of all duties and responsibilities required of the job. The company reserves the right to modify or change the at any time with or without notice. Employment is “at will”, and nothing in the job description should be construed as a contract for employment for any specified period of time.
Quality Assurance Analyst
Portland, OR Job
Key Responsibilities:
Collaborate with teams to analyze requirements, create and execute test cases, and track quality issues.
Work with business partners, product owners, and squad members to thoroughly understand the product, workflow, and software specifications.
Validate systems against functional and non-functional requirements, including security, reliability, performance, and cross-browser compatibility, to guarantee exceptional user experiences.
Plan, write, and execute automated software test scripts using frameworks such as Selenium.
Integrate behavior-driven development (BDD) with tools like Cucumber, managing feature files with Gherkin.
Generate detailed test execution reports and integrate automated tests into the CI/CD pipeline for continuous execution.
Conduct UX and API testing, typically with JSON web service calls, and maintain a robust regression test suite.
Identify risks proactively and suggest preventive measures to mitigate quality issues, tracking bugs through tools like JIRA.
Participate in root cause analysis and corrective actions across system call chains.
Perform exploratory testing alongside automation to identify edge cases and unexpected behaviors.
Stay up-to-date with the latest security and software testing trends, contributing to best-practice research.
Handle other duties as assigned.
Requirements:
4+ years of experience in automated software testing using tools like Selenium and Jenkins.
Proven experience in scripting, programming, and working with automation testing frameworks like Selenium or Serenity.
Strong understanding of quality assurance methods, terminology, and tools.
Familiarity with web fundamentals using tools like Postman and web debug tools.
Solid understanding of version control, defect management practices, and testing methodologies.
Go-getter mindset, with the ability to identify, research, and resolve issues independently or with cross-functional teams.
Team player with strong communication and analytical skills.
Why join us?
We are an award-winning company that cares about our people and offers best-in-class benefits, including:
Paid Parental Leave
Employee Discount Program
Career Development & Promotional Opportunities
Additional Vacation Buy-Up Program (US Only)
Early Wage Access (US Hourly Only)
Paid Sick Leave
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Client Manager - Commercial Lines
Los Angeles, CA Job
Client Manager
Job Profile Description:
Uses risk experience to perform critical client functions, including: evaluating risks; reviewing loss experience, cash flow and financials; developing solutions; articulating impact of options; leveraging prepared analytics and making recommendations to client across product lines.
Partners with more senior Account Managers to retain and generate new business by leveraging strategy information and managing contract reviews and midterm changes.
Strives to meet sales goals and works with more senior Account Managers to expand the book of business.
Strengthens and maintains relationships with clients, prospects, client teams and producers to provide best in class service and drive growth.
Serves as a client contact and responds to difficult client needs and questions to improve the client experience.
Cultivates a comprehensive understanding of changing market condition and understands and complies with all compliance, professional and transparency standards to better serve clients.
Summary:
The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.
Essential Duties & Responsibilities:
Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas:
RFP review and preparation.
Analysis of utilization reports, carrier reports and claims data and trends.
COBRA, HIPAA and coordination of 5500 data.
Work closely with and instruct carrier representatives to ensure smooth implementation of new plans.
Ensure required plan information and materials are sent to the client in a timely manner.
Guide and mentor Benefit Analysts throughout the process of gathering Client census and benefit plan information used to prepare materials for new business presentations, renewals and open enrollment meetings.
Explain client needs and concerns focusing on how various plan designs and recommendations address those issues.
Review renewals, new business presentations, and open enrollment materials to ensure they are accurate and complete in content, are compliant with company and regulatory guidelines, and reflect a professional appearance.
Ensure that client files and documentation are maintained according to policy and procedures, and consistent with Marsh & McLennan professional standards.
Develop analytical, customer service and communication skills needed to perform as a Client Executive Service.
Present to Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs, and the factors which influence those costs and premium rates.
Under the guidance of the Client Executive Service, participate in prospect and renewal meetings to learn client needs, challenges and concerns.
Learn best practices to present renewal outcomes to the client and provide recommendations based on the findings with the ultimate goal being to take on these responsibilities.
Conduct employee open enrollment meetings to communicate benefit options.
Respond to and resolve routine issues the client may encounter regarding receipt of benefit services and coverage questions.
Keep Client Executive Service apprised of potential E&O concerns and client dissatisfaction. Strategize with Client Executive Service to develop possible resolutions and proactive solutions to avoid continued or future problems.
Education and/or Experience:
Must possess a strong understanding of health and welfare plan benefits and carriers such that this expertise is recognized by colleagues and clients. This level of expertise is generally acquired through 5 years' experience providing group health and benefits sales or service while at a brokerage or carrier.
Bachelor degree strongly preferred.
Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format.
Strong knowledge of employee health insurance carriers, their strengths and weaknesses, plan design features as well as the general factors which affect cost and plan design.
Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements.
Maintain a valid driver's license and dependable transportation.
Proficiency with Microsoft Word, Excel and PowerPoint to include work experience creating tables, charts, graphs, pivot tables and formulas.
Work Environment & Physical Demands:
Ability to use computer keyboard and sit in a stationary position for extended periods as well as use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment.
Travel to client sites is required. Usually within driving distance, but occasionally consists of 2 - 5 night stay out of town.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************
Senior Claims Examiner
Anaheim, CA Job
Title : Senior Claims Examiner
Reports to: Claims Manager
Handles a variety of claims including complex claims of high dollar value. These claims may involve coverage and liability issues. Handling will consist of direct investigation, evaluation, negotiation and resolution of claim. Understands claims objectives and ensures file quality meets Carl Warren claim performance standards. Identifies all exposures, establish accurate and timely reserves.
Key Responsibilities
• Execute on client/Carl Warren strategies in order to achieve claims quality, customer service and operational objectives.
• Effectively works claims to ensure file quality meets Carl Warren claim performance standards.
• Presents claims in a roundtable setting or at a claim review.
• Directs handling of litigated files, to include attendance at mediations, depositions and trials
• Identifies/utilizes vendors and effectively manages the vendors to achieve satisfactory results on both the expense and indemnity costs
• Travel may be required
• May be called upon to perform additional duties, if needed
Qualifications
Minimum Experience/Education:
• 10+ years of experience in the Property & Casualty industry, preferred
• 10+ years of experience handling complex/litigated claims
• High school degree or equivalent; college degree preferred
• Insurance designation preferred
• Basic computer skills and knowledge of Microsoft Office applications preferred
• Holds and maintains necessary adjuster licenses in states where required
Communication:
• Customer service experience is required
• Explains simple and complex issues
• Prepares and delivers presentations
Collaboration:
• Collaborates and develops strong team relationships within and outside the claims department
Technical Knowledge:
• Extensive knowledge of claims processes and procedures, in addition to overall knowledge of the insurance industry
• Reads and understands legal documents and experienced in litigation management
Salary Range $85-$95K
Employee Benefits Sales Executive
Portland, OR Job
Brown & Brown is Seeking an Employee Benefits Producer to join our growing team in Portland, OR.
This position is responsible for promoting and executing on the sale of new and renewal business, providing and being a source of insurance expertise to customers and assisting in the growth and profitability of the department. The experienced Employee Benefits (EB) Producer will collaborate with the other teammates as necessary to meet prospective customer and existing customer needs. This role will work closely with the Sales Leadership.
How You Will Contribute
Assist the Profit Center Leader and Sales Leader in developing marketing strategies to accomplish and support business planning objectives
Prospect for new accounts to meet or exceed marketing plan via telephone calls, written correspondence, personal visits along with other successful ways to develop a pipeline/customer base, etc.
Must fully utilize Microsoft Dynamics CRM tool for all sales activity
Complete annual customer stewardship meetings to include experience and policy review and analysis
Establish direct customer contact with key accounts and prospects
Work closely with Account Managers/Executives and Marketing Coordinators regarding placement of new/renewal business
Interpret, analyze, negotiate and offer recommendations on coverage based on individual customer needs
Maintain currency and further develop specialization in declared sector or market area by networking and participating in professional development activities
Keep abreast of developments in the marketplace, including product offerings and changing insurance consumer trends and needs
Assist in training and/or mentoring of new Producers at the direction of the Sales Leader or Profit Center Leader
Consistently meet all Brown & Brown established quality control procedures and timelines
Actively participate in social, civic and trade organizations to represent Brown & Brown's community/customer commitment
Licenses and Certifications:
Life & Health Insurance License
Skills & Experience to Be Successful
Experience in the insurance industry with a strong emphasis in Employee Benefits insurance preferred - 5+ yrs of Employee Benefits sales experience preferred
Associate or bachelor's degree preferred but not required with appropriate work experience
Must have detailed knowledge of a CRM system
Proficient with management operating systems that support insurance sales, tracking and service
Proficient with Microsoft Tools - Outlook, Excel, Word and PowerPoint
This Position requires routine travel that may involve a teammate to drive their own vehicle or a rental vehicle; acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter and maintenance of minimum acceptable insurance coverages are requirements of this position
Retirement Plan Consultant
Remote or Sacramento, CA Job
At Sentry, we focus on the future and want to help you do the same! Sentry has a team of Retirement Plan Consultants dedicated to educating individual customers and participants on the advantages of participating in a retirement plan and operating an efficient plan. Retirement Plan Consultants work with our sales team to provide the best service to both individual customer and participants.
We provide everything you need to carve out a career filled with success and purpose including:
Company car with gas card and permitted personal use
Outstanding benefits and a 401(k)-program matching dollar for dollar up to the first 8%
Work from home from your territory
Opportunities for professional development and growth
Outstanding training and support
The ideal candidate will be located in Northern California. The territory for this position includes: California, Nevada, Oregon, Washington, Idaho, Montana, and Alaska
What You'll Do
Lead group enrollments for assigned employer-sponsored retirement plans
Provide accurate and timely customer service to ensure a quality customer experience with a goal of customer retention
Meet with individual participants to educate them on why retirement planning is important
Conduct group education meetings to educate on the benefit of saving for retirement
Lead annual review process to educate the plan sponsor on fiduciary duties, assist with understanding compliance testing results, legislative issues, and plan design enhancements.
What it Takes
Bachelors' Degree or equivalent work experience
2-5 years of related work experience
Ability to speak, write and understand Spanish is strongly preferred
Poised public speaker with proven ability to engage and present to diverse audiences of all sizes
Currently licensed in life and health insurance products or the ability to obtain a license in a reasonable amount of time
Excellent verbal and written communication and organizational skills are required
Ability to meet the travel requirements of the job and maintain an acceptable motor vehicle record
Proficient knowledge and use of PC software applications such as PowerPoint, Excel, and Word
What You'll Receive
At Sentry, your total rewards go beyond competitive compensation. Below are some of the benefits and perks you will receive.
Company vehicle with permitted personal use.
401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program.
Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time Off.
Group Medical, Dental, Vision, Life Insurance, Parental Leave, and our Health and Wellness benefits to encourage a healthy lifestyle.
Well-being and Employee Assistance programs.
Sentry Foundation gift matching program to encourage charitable giving
About Sentry
We take great pride in making Forbes' list of America's Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.
Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we're one of the largest and financially strongest mutual insurance companies in the United States. We're rated A+ by A.M. Best, the industry's leading rating authority.
Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.
Get ready to own your future at Sentry. Opportunities await!
Casey Van Der Geest
Equal Employment Opportunity
Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.
Insurance Sales Consultant Remote
Remote or Santa Rosa, CA Job
Remote Insurance Sales Representative - Full-time Flexible Hours, High Earnings, & Growth Potential
Are you looking for a flexible, remote career that offers unlimited earning potential and career advancement? We are seeking motivated individuals to help protect families with life insurance and financial solutions, including Life, Annuities, Medicare, Health, Casualty, Accident and more.
This 100% commission-based role allows you to be in control of your time while building a long-term financial legacy. No cold calling - we provide high-quality leads from individuals actively seeking coverage. You will meet with clients virtually or over the phone, offering solutions that fit their needs.
What We Offer:
✅ Fully Remote, Work-From-Home Opportunity - Full-Time
✅ High Quality Leads Provided - No Cold Calling
✅ Competitive Commission Structure
✅ Excellent benefits package - Medical, Dental, and Prescription Coverage
✅ Life-Long Residuals, Long-Term Income Growth Opportunities
✅ Bonuses Opportunities
✅ Exceptional Training & Mentorship: One-on-one coaching and leadership development
✅ Career Growth: Advancement into management and leadership roles
✅ Work-Life Balance & Flexibility: You control your schedule
Responsibilities:
🔹 Schedule and meet with pre-qualified clients via video or phone to discuss their insurance needs
🔹 Present and sell insurance and financial protection plans
🔹 Submit applications
🔹 Build long-term relationships with clients and provide excellent service
🔹 Maintain compliance with insurance industry regulations
Qualifications:
✔️ Must reside in the USA or Canada (Work authorization required)
✔️ Insurance License Required (If you are not licensed, we'll help)
✔️ Self-Motivated & Goal-Oriented - You control your success!
✔️ Strong Communication & Customer Service Skills
✔️ Basic Computer Literacy & Access to a Laptop/Computer with a Camera
✔️ Coachability & Willingness to Learn - We provide top-tier training and mentorship
Why Join Us?
We offer an unparalleled support system, industry-leading training, and one of the best compensation plans in the industry. This Flexible full-time career is your opportunity to thrive in the insurance industry!
🚀 Ready to take control of your career? Apply today!
Employee Benefits Account Manager
Portland, OR Job
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown is seeking an Employee Benefits Account Manager to join our growing team in Portland, OR.
The Employee Benefits Account Manager's responsibility is to provide exceptional service to our customers by establishing realistic customer expectations, seeking customer input, and meeting service commitments in a professional and punctual manner. Account Managers are the main point of contact for customers regarding open enrollment, marketing, and the renewal process. Account Managers are given autonomy to make recommendations to customers and exercise independent and discretionary judgement daily.
How You Will Contribute:
Responsible for renewal process from start to finish including but not limited to pre-renewal analysis, renewal analysis, and renewal administration
Lead open enrollment process including but not limited to creation of marketing materials, system training, onsite set up & client trouble shooting
Build strong relationships and provide customer centric solutions using speed and agility
Advise and direct clients on claims issues, administration, benefit plans and federal/state laws such as: COBRA, HIPAA, FMLA, ERISA etc.
Create, prepare and present client presentations
Answer customer and carrier questions through all means of communications such as through calls, personal meetings, seminars, etc. All customer inquiries must receive a response on the day they are received or by noon the following day if the request arrives in late afternoon
Discuss various funding mechanism options with customers, such as level funding, self-funding, etc.
Act as an expert regarding Account Management and advocate for customers on employee claim issues, carrier relations, and all related duties. Activities are logged, and documentation filed in Benefit Account Management (BAM).
Follow new customer onboarding process including sending BORs to carriers, completing Top Gun, compliance paperwork to new customers.
Follow all B&B Internal Operations (audit) practices for each customer
Review carrier certificates/policies/SPDs for accuracy, complete contract review checklist and file appropriately in BAM before sending final versions to customers
Responsible for identifying opportunities to round out accounts with additional lines of coverage. Other department sales goals or specific individual goals may be assigned.
Licenses and Certifications:
Must obtain Life & Health Insurance License for required states within three (3) months & keep current
Skills & Experience to Be Successful:
Bachelor's Degree (BA/BS) with three (3) years of experience in the field of Employee Benefits Administration or high school graduate with a minimum of five (5) years of related experience, other combination of work and/or education will be considered
Solid knowledge and understanding of group health and welfare benefit plan coverage, current legislation, rules, laws, and other regulations. Insurance plans, underwriting principals, selection, pricing, rating, and premium calculation
Familiarity with complex benefit issues to serve as the key contact for customers to resolve them
Fluent with Microsoft Windows, Office 365, Word, and Excel
Exceptional telephone demeanor
Must have excellent customer service and interpersonal skills
Maintain a high level of confidentiality
Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
Health Benefits
: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits
: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness
: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits
: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
Founding Software Engineer
San Jose, CA Job
Who We Are
We're a battle-tested, mission-obsessed team of technologists, builders, and operators who care deeply about impact-because improving healthcare isn't just a goal, it's a necessity. We refuse to accept the broken status quo. Feel the same way? Join us.
Who You Are
You operate with an owner's mindset. Problems aren't someone else's to fix-you own them, solve them, and drive results.
You're obsessed with learning and growth. You actively seek out hard problems because you know that's where the real breakthroughs happen.
You think in systems and first principles. Complexity doesn't scare you-you're unfazed by ambiguity and can turn chaos into structured execution.
You move fast and fix things. Waiting for perfection is a losing game-you iterate, refine, and optimize in real time.
You refuse to be blocked. No roadmap? No problem. You navigate uncertainty, find creative solutions, and drive forward regardless.
You don't just suggest ideas-you build them. Action beats theory every time, and you prefer shipping over talking.
You thrive in the deep end-you can push through intense challenges while staying clear-headed.
You're allergic to mediocrity. “Good enough” is never good enough, and you expect the same from those around you.
Founding Engineer Responsibilities
Contribute to our core care-delivery engine, which allows doctors to
Develop the mobile app which allows patients to experience the future of healthcare
Design and test integrations between our product and client EMR systems
Collaborate with a talented engineering team and have the opportunity to make a significant impact on the future of healthcare.
Qualifications
2-5 years of professional software engineering experience (JavaScript and GoLang preferred).
You have demonstrated an ability to design and build full-stack software solutions.
You are proficient in using cloud products (AWS / GCP) and LLMs to amplify your output.
You are passionate about writing clean, maintainable, and testable code.
You are a strong problem-solver and enjoy tackling meaningful real-world problems using code.
Senior Business Developer - Workers' Compensation
Orange, CA Job
For over 50 years, Republic Indemnity has been a trusted partner for businesses across the western U.S., helping them effectively manage their workers' compensation costs. Our headquarters in Calabasas, California, along with additional offices in San Francisco and San Diego, serve as hubs for our operations. We specialize in workers' compensation primarily in California, with business presence in Alaska, Arizona, Nevada, and other western states.
Our Vision: Clear Paths to Success
At Republic, we believe in creating clear pathways for everyone - whether it's a broker, policyholder, injured worker, or colleague. We're committed to helping people reach their goals and achieve success. If you share this vision, we invite you to explore exciting opportunities with us: the role of Senior Business Developer.
This position will be servicing our Southern California territory. Candidates must reside in Southern California, preferably Orange County, and have familiarity with CA brokers in this territory is preferred. The person hired for this position will work from their home and will be required to travel up to 60% of the time including some overnight travel. A company car is provided. In addition to a competitive total rewards program, we offer an annual discretionary bonus for this position.
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Essential Job Functions and Responsibilities
Market Republic Indemnity products and services in California with overall goals of achieving profitable new business growth and a high level of renewal retention.
Ability to clearly demonstrate an understanding of Republic Indemnity's product through effective group presentations and one-on-one communication.
Develop a productive agency plant/territory, creating marketing plans for the assigned territory, and for prospecting, appointing and managing agency relationships to achieve production and profitability objectives.
Cultivates and maintains strong relationships with key agencies by providing tailored insurance solutions that meet their specific needs, leading to an increase in agency retention and satisfaction. Educates agencies on product features, market placement, and effective selling techniques.
Conducts market research and competitive analysis to identify trends, opportunities, and threats, informing strategic decision-making.
Performs other duties as assigned.
Job Requirements
Bachelor's degree in Marketing, Business Administration, or a related discipline or equivalent experience.
Generally, 3 to 6 years of experience in strategic business development, marketing, or related role. Preferably in California workers' compensation.
Experience in underwriting, loss control, or claims is a plus.
Ability to travel up to 60% annually. Occasional overnight travel required.
Additional Job Description
Scope of Job: Performs work under limited supervision and technical direction. Relies on experience and judgment to plan and accomplish goals. Works on assignments of higher technical complexity. Viewed as a senior resource for the Underwriting department and/or organization. Position requires frequent day and overnight travel, 60% - 80% of time, to visit agents and brokers. Prospects or solicits new agents. Uses communication skills to build and leverage excellent customer relationships and to successfully market products and services.
Physical Requirements
Requires prolonged, sitting and/or standing.
May require frequent travel, including overnight travel.
May require ability to operate and/or travel in a motor vehicle for long periods of time.
May require travel by airplane.
Requires frequent use of computer.
May lift, carry, push, or pull objects up to 50 lbs.
Requires regular and predictable attendance.
Associate Financial Representative
Santa Barbara, CA Job
The Modern Woodmen - California Region is seeking a motivated and driven individual to join our team as an Associate Financial Representative.
This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative.
The ideal candidate will maintain existing relationships with Modern Woodmen members while simultaneously establishing the foundation for their own financial practice.
The ideal candidate:
Entrepreneurial mindset - approaches professional situations with persistence, hard work, adaptability, passion, and motivation.
Community oriented - has a passion for giving back to the local community and developing connections.
Communication skills - is able to develop connections and relationships through proactive conversations and prospecting.
Experience in the Finance and Insurance industry -
for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities!
Responsibilities
Work with current or new members to provide them information about the financial services their families could utilize.
Networking with individuals throughout the community.
Continuously prospecting in order to secure appointments.
Participating in mentor-lead appointments.
Asking customers for favorable introductions.
Engaging in personal observation through the community.
Participating in fraternal activities.
Engage in continuous educational opportunities.
Benefits and Perks
Medical, dental and vision Insurance paid for
401(k) retirement planning with company match
Non-contributory pension plan
Group term life insurance benefits
Expense-paid trips, valuable prizes, and exciting incentives
About Us
Named to Forbes' list of World's Best Insurance Companies for 2023
Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.
These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. As a result, members build relationships, allowing for membership growth and greater community impact.
Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.
What Makes us Different - Why Modern Woodmen?
In terms of assets, Modern Woodmen of America is the nation's third-largest fraternal benefit society.
Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact.
As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education, and leadership development, “Make an Impact” Scholarship opportunities, and “Do Good” Grants.
We want to support and invest in YOU and the things you hold most important.
2023 MWA Community Impact statistics
Approximately 2,200 local chapters and 500 youth service clubs nationwide
$46.4 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).
250,449 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.
$18.2 million in support of members and their communities in 2023.
Modern Woodmen is an equal opportunity employer (EOE).
Software VP of Engineering [31181]
San Francisco, CA Job
About Us
We are a Y Combinator-backed startup revolutionizing software testing through cutting-edge AI-driven solutions. Our mission is to enable engineering teams to deliver software faster and with higher quality by eliminating bottlenecks in test automation. With a forward-thinking, Stanford-driven approach, we are scaling rapidly and looking for exceptional talent to join our journey.
The Role
We are looking for a VP of Engineering to lead our technical team through a critical growth phase. This is primarily a management role, focusing on scaling the team from 10 to 100 people, setting up team structures, hiring, and implementing best practices for performance reviews and engineering excellence.
What You'll Do
Build and scale a world-class engineering team, hiring and structuring it for high performance.
Develop and implement processes for engineering efficiency, quality, and collaboration.
Work closely with the leadership team to align technology strategy with business objectives.
Establish performance review systems for teams and individuals.
Ensure the team operates efficiently in a fast-paced startup environment.
While this is not a hands-on coding role, familiarity with the codebase and occasional PRs will be expected.
Who You Are
Experienced Leader: Proven track record in a VP of Engineering or similar role, having scaled teams from 10 to 100+ engineers.
Tech-Driven: Strong technical background, ideally experienced with Java and/or Node.js.
Startup & Growth Expertise: Previous experience at a YC Startup, FAANG company, Stanford/MIT-affiliated company, or similar high-growth tech environment.
Structured & Process-Oriented: Highly organized, logical, and efficient in setting up scalable processes.
People-Centric: Strong hiring, mentoring, and leadership abilities, with an emphasis on building a high-performing team.
Cultural Fit: Open to taking an MBTI test as part of the evaluation process to ensure team alignment.
Time Zone Flexibility: Willing to work Pacific Time (PST) hours if located outside North or South America.
Why Join Us?
High-impact role at a rapidly growing YC-backed startup.
Competitive salary: Up to $350,000 base + Equity.
Opportunity to build and lead a team at scale.
Work on cutting-edge AI-driven technology in a dynamic environment.
Remote Insurance Sales Advisor
Remote or San Bernardino, CA Job
Remote Insurance Sales Representative - Full-time Flexible Hours, High Earnings, & Growth Potential
Are you looking for a flexible, remote career that offers unlimited earning potential and career advancement? We are seeking motivated individuals to help protect families with life insurance and financial solutions, including Life, Annuities, Medicare, Health, Casualty, Accident and more.
This 100% commission-based role allows you to be in control of your time while building a long-term financial legacy. No cold calling - we provide high-quality leads from individuals actively seeking coverage. You will meet with clients virtually or over the phone, offering solutions that fit their needs.
What We Offer:
✅ Fully Remote, Work-From-Home Opportunity - Full-Time
✅ High Quality Leads Provided - No Cold Calling
✅ Competitive Commission Structure
✅ Excellent benefits package - Medical, Dental, and Prescription Coverage
✅ Life-Long Residuals, Long-Term Income Growth Opportunities
✅ Bonuses Opportunities
✅ Exceptional Training & Mentorship: One-on-one coaching and leadership development
✅ Career Growth: Advancement into management and leadership roles
✅ Work-Life Balance & Flexibility: You control your schedule
Responsibilities:
🔹 Schedule and meet with pre-qualified clients via video or phone to discuss their insurance needs
🔹 Present and sell insurance and financial protection plans
🔹 Submit applications
🔹 Build long-term relationships with clients and provide excellent service
🔹 Maintain compliance with insurance industry regulations
Qualifications:
✔️ Must reside in the USA or Canada (Work authorization required)
✔️ Insurance License Required (If you are not licensed, we'll help)
✔️ Self-Motivated & Goal-Oriented - You control your success!
✔️ Strong Communication & Customer Service Skills
✔️ Basic Computer Literacy & Access to a Laptop/Computer with a Camera
✔️ Coachability & Willingness to Learn - We provide top-tier training and mentorship
Why Join Us?
We offer an unparalleled support system, industry-leading training, and one of the best compensation plans in the industry. This Flexible full-time career is your opportunity to thrive in the insurance industry!
🚀 Ready to take control of your career? Apply today!
Property Casualty Producer
Portland, OR Job
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Property Casualty Producer to join our growing team in Portland, OR. The experienced Property and Casualty Producer is responsible for promoting and executing on the sale of new and renewal business, providing and being a source of insurance expertise to customers and assisting in the growth and profitability of the department. The experienced Property and Casualty Producer will collaborate with the other team members as necessary to meet prospective customers and existing customer needs. This role will work closely with the Sales Leadership.
How You Will Contribute:
* Assist the Office Leader and Sales Leader in developing marketing strategies to accomplish and support business planning objectives
* Prospect for new accounts to meet or exceed marketing plan via telephone calls, written correspondence, personal visits along with other successful ways to develop a pipeline/customer base, etc.
* Must fully utilize Microsoft Dynamics CRM tool for all sales activity
* Complete annual customer stewardship meetings to include experience and policy review and analysis
* Establish direct customer contact with key accounts and prospects
* Work closely with Account Managers/Executives and Marketing Coordinators regarding placement of new/renewal business
* Interpret, analyze, negotiate and offer recommendations on coverage based on individual customer needs
* Maintain currency and further develop specialization in declared sector or market area by networking and participating in professional development activities
* Keep abreast of developments in the marketplace, including product offerings and changing insurance consumer trends and needs
* Assist in training and/or mentoring of new Producers at the direction of the Sales Leader or Office Leader
* Consistently meet all Brown & Brown established quality control procedures and timelines
* Actively participate in social, civic and trade organizations to represent Brown & Brown's community/customer commitment
Licenses and Certifications:
* Property & Casualty License (if not already held, obtain within 30 days of hire)
Skills & Experience to Be Successful:
* Experience in the insurance industry with a strong emphasis in Employee Benefits insurance (Preferred)
* Associate or bachelor's degree (Preferred)
* Must have detailed knowledge of a CRM system
* Proficient with management operating systems that support insurance sales, tracking and service
* Proficient with Microsoft Tools - Outlook, Excel, Word and PowerPoint
* This Position requires routine travel that may involve a team member to drive their own vehicle or a rental vehicle; acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter and maintenance of minimum acceptable insurance coverages are requirements of this position
#LI-DA1
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
* Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
* Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
* Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
* Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".
Financial Advisor
Newport Beach, CA Job
****PERMANENT RESIDENTS/US CITIZENS ONLY****
***CALIFORNIA APPLICANTS ONLY***
Eagle Strategies LLC, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser based in Newport Beach, CA. We offer a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. Our Advisors can also provide risk protection products such as life insurance, long-term care insurance, and annuities. We believe in creating tailored financial strategies to help clients achieve their unique financial goals.
Are you a leader who has the following traits?
• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic
If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
What we offer...
Training and development
We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
How we will compensate you.
You have the power to determine your own income with our commission-based compensation. In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359 Individual agent performance will determine your income.
Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.4
About New York Life...
New York Life is a Fortune 100 company with a long history
of doing good. We have been in business for over 175 years,
helping generations of people protect their families and
attain their financial goals. As a mutual company, we are
accountable only to our policyholders, not to Wall Street or
outside investors. We are focused on the long-term success
of our clients.
Assistant Project Manager - WWTP
Tracy, CA Job
Your new company
About the Company: An employee owned WWTP and Pipeline focused general contractor operating nationally. This client has a strong focus on safety and has outstanding ENR rankings. With the majority of the work they are currently doing and receiving from word of mouth/reputation.
Your new role
Support Project Manager and leadership team
Work with project scheduling system.
Track, audit, and project labor hours.
Ensure compliance with safety regulations and project specifications.
Complete daily and periodic report updates.
Survey construction job site.
What you'll need to succeed
Bachelors Degree in Civil Engineering, Mechanical Engineering, or Construction Management.
4 - 8 years in construction experience.
WWTP or Pipeline experience preferred.
Willingess to travel.
What you'll get in return
$100k - $125k Annual Salary
401k Match
Full Medical Coverage and Disability
8 paid holidays
ESOP (Employee Stock Owner Plan)
Gas Allowance
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Firmware Engineer
Fremont, CA Job
Why you'll want to work with us
At Stealth, engineers work across a variety of areas, from cloud applications and infrastructure to mobile development on multiple platforms, firmware for a range of devices, and board-level hardware design and secure wireless device implementation. If you enjoy deep diving into complex technology stacks, understanding end-to-end system workflows, and adapting your past experiences to new solutions, Stealth is the perfect place to expand your expertise.
What We're Looking For
We are looking for passionate individuals eager to build best-in-class technology, drive the growth and evolution of our platform, and contribute meaningfully to our culture. The team at Stealth is diverse in experience, and we welcome people who are excited to dive into complexity, solve problems, and collaborate effectively to build something great.
Required Qualifications
Bachelor's degree or equivalent experience in electrical engineering or computer engineering.
3+ years of relevant work experience developing consumer or commercial products in a fast-paced environment.
Real-world embedded systems experience developing firmware with MCUs, RTOSs, and device drivers for low power devices.
Experience optimizing code to reduce power consumption and using power analysis tools to track down micro Watts is a plus.
Strong experience with C programming. Python knowledge is a plus.
Strong RTOS experience.
Experience with WiFi and Bluetooth Low Energy firmware development is a plus.
Cryptography experience is a big plus.
Experience porting BSPs and SDKs to new chipsets is a plus.
Experience using debugging tools like oscilloscopes, logic analyzers, Wireshark, and BLE sniffers to diagnose issues.
Ability to read schematics and debug firmware/hardware interaction issues.
Underwriting Assistant
Pleasanton, CA Job
At Coastal Brokers, we look for the best and brightest talent to join our team of professionals. We're united by the common purpose of delivering exceptional service to our clients.
Coastal Brokers Insurance Services, Inc.is a Pleasanton, CA based company. We are a top 50 CA surplus lines broker and are looking to continue growing our team in Pleasanton, CA. With over 40 years of operating experience, Coastal has become a trusted name for agents and carriers alike.
Reasons you should consider a career with Coastal Brokers:
Culture: Our Core Values are embedded into our culture of how we treat our employees as a valued partner-with integrity, passion and enthusiasm.
Career development: We offer robust internships and internal training programs for advancement within our organization.
Benefits: Not only do our benefits include up to 2 weeks paid time off in your first year, plus 10 paid holidays, but they also include Medical, Dental, Vision, Life Insurance, Short- and Long-Term Disability, 401K, and EAP.
Work Environment: We believe in providing an environment where employees enjoy coming to work every day, are provided with the resources needed to perform their job and staff are assigned manageable workloads.
Position Overview:
The role of Underwriting Assistant is targeted to candidates with 1-2 years of insurance experience who are looking for a long-term, career-development position within the insurance space. The role will involve working directly with senior underwriters to analyze and quote news risks as well as managing our existing renewal business.
Essential Duties and Responsibilities:
Respond to internal inquiries related to service, underwriting guidelines, and general questions regarding insured policies.
Cultivate and maintain positive relationships with agents and underwriters.
Order Loss Runs as needed.
Provide prompt responses to all email and voicemail correspondence.
Process Notices of Cancellation, Reinstatements, and Non-Renewals.
Retrieve policies, endorsements, audits, and other documents from carrier websites.
Handle Policy Change Requests.
Process Binders and Invoices accurately.
Collaborate with underwriters to ensure all required information is obtained, applications are correctly completed, quotes and binders are confirmed in writing, policies are issued promptly and correctly, state filings (where applicable) are completed, and taxes are paid according to state laws.
Order and review inspections, ensuring accurate identification of risks and exposures, and verification of information obtained from inspections against the policy details and underwriting guidelines.
Follow up on outstanding subjectivities with agents and underwriters.
Perform additional duties as assigned or required.
Commercial Lines Account Executive - Project Risk/Construction
Los Angeles, CA Job
The West Series of Lockton Companies is looking for an Account Executive to join our growing our Project Risk/Construction team in our Los Angeles office.
Be a part of an exceptional company voted “Best Places to Work in Insurance” eleven years running. If you are innovative, passionate about delivering excellent client service, excel as a strategic partner, and thrive in a collaborative environment, Lockton is the place for you!
Note: This is a hybrid role so must be local for consideration.
About the Role - The Account Executive is responsible for servicing and marketing the needs of Lockton clients to maximize company revenue, and to build and maintain client, carrier, other provider, and associate relationships. Coordinate all Lockton resources to provide quality client service. In the delivery of services this position will be responsible for creating strategic plans; coordinating the marketing, program management, administration, claim serving and project reporting for our client's Controlled Insurance Programs (CIPs or Wrap Ups).
Responsibilities -
Understand and perform marketing and account services to provide the broadest and most competitive quality product for Lockton clients
Comprehend the overall business, operations, and risk management needs of the client; anticipate when and how to respond
Understand and is well-informed on insurance industry developments and all products available in the insurance marketplace
Develop and maintain dependable working relationships with carriers and other providers
Coordinate marketing strategies and selection for new and renewal business and maintain communication with the account team during the entire marketing process to protect current business and secure new business
Build and maintain effective relationships with clients to provide the best possible service on a timely basis. Demonstrate the ability to instill confidence and comfort with the client
Perform the following tasks for new and existing wrap-up programs / projects, and their clients with appropriate assistance /direction/supervision from the Wrap-up Business Unit manager or Department manager while interfacing as a team member within the business unit
Create strategic marking and service plans related to new business and our existing client's new construction project needs, including comprehensive programs for clients who have multiple projects in their development / construction pipelines
Coordinate and market with our direct and wholesale underwriting partners the quotation and placement of those projects in the best interest of our clients and their business needs
Assist in creating a service plan for new construction projects, including the CIP administration as well as the coordination of safety and claim services for the project or program
Support Producers and the Business Unit Manager, or Department Manager in the sales and marketing of wrap-up and construction -oriented business
Perform other work-related duties as assigned
Qualifications -
Bachelor's degree in a business-related program preferred or equivalent education and/or experience required
A minimum of five years' working knowledge of commercial property and casualty coverages and services required
A minimum of three years' experience marketing and servicing the insurance needs of construction / wrap-up accounts at a management level is required
Must have experience with builder's risk, project risk, OCIP's, and CCIP's, and project specific accounts
Construction and/or Real Estate experience. General understanding of the construction means and methods, contractual agreement structures and the application of coverage with regard to the contr4act process between the client, their contractor. Wrap-up Administration understanding and experience, required
Current insurance license or the ability to obtain immediately required
Must have a complete understanding of the concepts, issues, and overall impact of marketing and pricing
Strong attention to detail required
Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manor
Ability to travel by automobile and aircraft and be away from home more than one day and night
Ability to work outside regular business hours
Legally able to work in the United States
Pay range and compensation package - This position may be eligible for annual discretionary bonus consideration. Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits. PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate's geographic location, job-related knowledge, experience, education, certifications, and skills.