Paraplanner
Duncan Financial Group job in Irwin, PA
Job Description
Headquartered in Irwin, Pennsylvania - we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.
Paraplanner
Job Summary:
The primary responsibility of the position is to complete financial plans from data input to full plan delivery. The candidate will develop, analyze, and present financial plans to clients. Analysis will include retirement planning, investment analysis, tax strategies and risk management. The candidate will interact directly with clients to gather information, address inquiries, and provide delivery and updates on financial plans. The candidate will collaborate with our financial advisors to coordinate client strategies, research investment options, and ensure that client goals are being met. The candidate will ensure all client recommendations and interactions comply with firm policies and industry regulations as well as prepare and file necessary documentation for regulatory compliance.
Nature and Scope:
This position works under the direction of the Associate Director of Operations for Financial Planning. This position regularly interacts with clients, all company departments, vendors, and producing advisors (both internal and external) to implement new financial plans and support existing clients to benefit from increased use of the company's services.
Duties and Responsibilities:
Client / Advisor Support
Answer client calls / emails and complete or delegate client service requests accurately and within set timeline standards
Attend and document client/prospect interactions in CRM, including the assignment of necessary tasks in CRM
Assist in preparing client-facing materials for meetings and follow up
Provide support in the development of client proposals, including investment recommendations and plan summaries
Generate and customize financial reports for clients, including performance summaries, financial statements, and progress toward goals
Financial Planning Responsibilities
Attend all Fact Finding, Delivery and Implementation Meetings with clients
Enter all facts, create plan analysis and reporting for all plans
Identify gaps and concerns and present these to the advisor prior to plan delivery
Create engagement proposals as needed for prospects and clients
Assist clients with the initiation and maintenance of client portals
Create invoices for clients and coordinate with DFG accounting to ensure appropriate payment to financial planning department and advisor
Track plan and subsequent sales opportunities within Redtail
Collaborate on the development and modification of all marketing material for internal and external advisors
Collaborate on the development and modification of consistent operations for creation and analysis for all financial plans, especially relative to general client assumptions and reporting
External Advisor Planning Responsibilities
Assist with or fully develop plans within available planning software
Assist external Advisors with navigation of planning software
Answer questions from external Advisors
Guide external Advisors to Financial Planning Resources
Submit invoices to clients and coordinate with accounting to ensure appropriate payments to financial planning department and advisor
Team Support
Establish and maintain regular meeting cadence with Advisor(s)
Attend and participate in team meetings
Attend or view recording of weekly Rep Call
Collaborate with management to identify inefficiencies and continuously improve best practices within the department
Assist the Associate Director of Financial Planning with projects and special duties as needed
Culture Alignment
Support the company culture of Smart, Humble, Hungry
Maintain positive and professional relationships with all departments to resolve issues and complete projects
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field preferred
5+ years' experience working in a client servicing role in an investment advisory firm or a minimum of 2 years' experience in a financial planning or paraplanning role
FINRA Securities Registration (Series 7, 63, 65, 66); Series 65 and/or 66 required
Experience with financial planning software required; DFG uses eMoney
Experience with Customer Relationship Management (CRM) software required; DFG uses Redtail
Working knowledge and practical experience with Microsoft Word, Excel, PowerPoint, and Outlook required
Life, Accident & Health License preferred
Strong written and verbal communications skills, with the ability to explain complex financial concepts to clients and colleagues in a clear and concise manner required
Comfort in interaction with both clients and financial advisors, providing updates, gathering information, and presenting financial plans required
Employment is contingent upon successful completion of pre-employment checks, including a review of criminal history and credit report, as permitted by law
Hours: Monday - Friday, 8:00am - 5:00pm
Office Location: 311 Main Street, Irwin, PA 15642 (Hybrid Work Options Available After Training)
Benefits:
Competitive Compensation
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
Associate Director of Financial Planning
Duncan Financial Group job in Irwin, PA
Job Description
Headquartered in Irwin, Pennsylvania - we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.
Associate Director of Financial Planning
Job Summary:
As the Associate Director of Financial Planning, the candidate will oversee the Strategic Planning Analyst as well as future support staff associated with Financial Planning. This role is essential for ensuring the efficient, strategic development and growth of our Financial Planning department. The candidate will complete financial plans from data input to full plan delivery. The candidate will develop, analyze, and present financial plans to clients. Analysis will include retirement planning, investment analysis, tax strategies and risk management. The candidate will interact directly with clients to gather information, address inquiries, and provide delivery and updates on financial plans. The candidate will work alongside our financial advisors to coordinate client strategies, research investment options, and ensure that client goals are met. The candidate will ensure all client recommendations and interactions comply with firm policies and industry regulations as well as prepare and file necessary documentation for regulatory compliance.
Nature and Scope:
This position works under the direction of the Director of Operations for Financial Services. This position regularly interacts with clients, all company departments, vendors, and producing advisors (both internal and external) to implement new financial plans and support existing clients to benefit from increased use of the company's services.
Duties and Responsibilities:
Team Leadership
Foster a collaborative and positive team culture that encourages innovation and accountability
Establish and maintain regular meeting cadence with Strategic Planning Analyst and other financial planning staff
Attend and participate in Financial Services team meetings
Attend or view recording of weekly Connection Call
Manage, develop, and modify all marketing materials for internal and external advisors
Manage, develop, and modify consistent operations for creation and analysis for all financial plans
Track plans and subsequent sale opportunities; create invoices for clients and coordinate with DFG accounting to ensure appropriate payment to financial planning department and advisors
Client / Advisor Support
Answer client calls / emails and complete or delegate client service requests accurately and within set timeline standards
Document client/prospect interactions in CRM, including the assignment of necessary tasks in CRM
Assist in preparing client-facing materials for meetings and follow up
Provide support in the development of client proposals, including investment recommendations and plan summaries
Generate and customize financial reports for clients, including performance summaries, financial statements, and progress toward goals
Financial Planning Responsibilities
Attend all Fact Finding, Delivery and Implementation meetings with clients
Enter all facts, create plan analysis and reporting for all plans
Identify gaps and concerns and present these to the advisor prior to plan delivery
Create engagement proposals as needed for prospects and clients
Assist clients with the initiation and maintenance of CLIC Client
External Advisor Planning Responsibilities
Assist with or fully develop plans within CLIC Advisor
Assist external Advisors with CLIC Client
Answer questions from external Advisors
Guide external Advisors to DAR Financial Planning Resources
Submit invoices to clients and coordinate with accounting to ensure appropriate payments to financial planning department and advisor
Culture Alignment
Support the company culture of Smart, Humble, Hungry
Maintain positive and professional relationships with all departments to resolve issues and complete projects
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field preferred
5+ years' experience working in a financial planning or paraplanning role
FINRA Securities Registration (Series 7, 63, 65, 66); Series 65 and/or 66 required
Experience with financial planning software required; DFG uses eMoney
Experience with Customer Relationship Management (CRM) software required; DFG uses Redtail
Working knowledge and practical experience with Microsoft Word, Excel, PowerPoint, and Outlook required
Life, Accident & Health License preferred
Strong written and verbal communications skills, with the ability to explain complex financial concepts to clients and colleagues in a clear and concise manner required
Comfort in interaction with both clients and financial advisors, providing updates, gathering information, and presenting financial plans required
Employment is contingent upon successful completion of pre-employment checks, including a review of criminal history and credit report, as permitted by law
Hours: Monday - Friday, 8:00am - 5:00pm
Office Location: 311 Main Street, Irwin, PA 15642 (Hybrid Work Options Available After Training)
Benefits:
Competitive Salary
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
Financial Representative Trainee (Sales) - Austin, TX
Austin, TX job
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Entry Level Insurance Sales - Drivers License Required
Amarillo, TX 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.
PHS Customer Service Representative
Miami, FL job
BMI Companies, part of BMI Financial Group, Inc has nearly five decades of experience providing insurance and solutions for families worldwide. Specializing in high-quality Life Insurance, Health Insurance with global coverage, and Travel Assistance Plans, BMI is committed to innovating insurance products for the international community.
About the Role: The PHS Customer Service Representative will be responsible for providing high-quality service and support to our life insurance policyholders. He/she will be handling inquiries, processing policy change service requests, resolving issues, and delivering accurate information efficiently and professionally.
The PHS Customer Service Representative must be able to work in a high performance, customer-focused team environment, helping to maintain a positive customer experience while ensuring compliance with company standards and regulatory requirements.
This is a 100% IN- OFFICE opportunity - Applying candidates MUST live in Miami, FL and be fluent in Spanish and English.
Responsibilities:
Respond to incoming emails, calls, and inquiries from policyholders, agents, and other stakeholders.
Provide clear and accurate information regarding life plans, including billing, coverage details, and policy changes.
Process policy service requests such as beneficiary updates, payment method changes, address changes, policy assignments, in-force illustrations, benefit payments, and other policy changes.
Document all customer interactions and actions taken in the customer relationship management (CRM) system
Assist with outbound calls or follow-ups as required.
Provide limited customer service support to company local office affiliates.
Assist with special projects as assigned.
Contribute to team goals for service, accuracy, and customer satisfaction.
Qualifications:
Bilingual- Excellent written and verbal communication in Spanish and English a must.
Associate or Bachelor's Business Degree Preferred
Experience in customer service (minimum two years) preferably in the insurance or financial services sector.
Previous customer service experience with LATAM customers a PLUS
Knowledge of life insurance products and terminology.
Customer focused mindset with empathy and patience.
Ability to multi-task and manage time effectively.
Attention to detail and high level of accuracy in data entry and documentation.
Familiarity with CRM systems and Microsoft Office software
Committed team player who actively supports colleagues and contributes to team goals.
Personal Lines Underwriter
Pittsburgh, PA job
Responsibilities
When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. Interested? Join our team!
Job Duties:
Build, maintain, and grow a book of business
Manage agency relationships and serve as lead client contact
Create and execute marketing plan to increase new and renewal business
Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business
Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management
Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio
Lead, train, and develop Assistant and Associate Underwriters
Qualifications
Bachelor's degree or equivalent combination of education and experience
Minimum 3 years of personal lines underwriting experience required, excess & surplus experience preferred
Demonstrated proficiency in sales and marketing
Proven organization skills and ability with a strong attention to detail
Interest in continued education and professional development
Insurance license, CPCU, CIC or comparable designations preferred
Benefits:
Competitive compensation
Health benefits & 401K with employer match
Employer paid continuing education courses and designations
Many opportunities for career advancement
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
Midland, TX 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.
Insurance Business and Exposure Analyst
Miami, FL job
We are seeking a Business and Exposure Analyst to join our flood insurance analytics team in Miami. In this role, you will leverage your data analysis expertise and business insight to inform catastrophe modelling, manage exposure data, and support flood underwriting decisions. You will work closely with cross-functional stakeholders - including underwriters, risk modelers, and management - to translate complex data into actionable insights. This position offers a hybrid work schedule (at least 3 days per week in-office) and requires 4-6 years of insurance exposure/CAT modelling analysis.
Duties/Responsibilities:
Collect and prepare data: Gather, cleanse, and validate property exposure data (e.g. insured locations, values) to ensure accuracy for catastrophe risk modelling and analysis.
Catastrophe modelling: Run and interpret flood catastrophe models and simulations to estimate potential losses for individual events and entire portfolios. Analyze model outputs to inform portfolio management strategies and reinsurance decisions.
Exposure management: Monitor and manage the company's flood insurance portfolio exposure, identifying concentrations of risk (by geography, construction type, etc.) and providing recommendations to optimize the portfolio's risk profile and reshape appetites.
Event analysis: Provide timely analysis and loss estimates during significant flood events (e.g. hurricanes) to support rapid decision-making and internal/external communications. Gather exposure data to inform key stakeholders of potential risk.
Reporting and visualization: Produce regular reports and dashboards on key flood risk metrics, model results, and portfolio performance for stakeholders such as underwriters, actuaries, and senior management. Continued enhancement of metrics and reporting formats.
Underwriting support: Support the flood underwriting team by providing data-driven insights for individual high-value accounts and policy renewals. This includes analyzing flood zone determinations, historical claims data, submission data and modelled loss estimates to assist in risk selection and pricing both algorithmic and analog. Improve sophistication of digital underwriting capabilities.
Stakeholder collaboration: Work closely with underwriters, catastrophe modelling specialists, actuaries, and product managers to understand business needs and develop analytical solutions. Ensure that analytics align with underwriting guidelines and regulatory requirements.
Communication of insights: Translate complex analytical findings into clear, actionable insights and communicate them to both technical and non-technical stakeholders (e.g. underwriting teams, executives), through presentations, reports, and visualizations.
Process improvement: Contribute to the development and enhancement of internal tools, models, and processes (such as GIS mapping tools or data pipeline automation) to improve efficiency in risk analysis and exposure management.
Continuous learning: Stay up-to-date with industry developments in catastrophe modelling, flood risk assessment, and insurance analytics. Proactively apply new insights, data sources, or techniques to improve our analytic capabilities and decision-making.
Required Skills/Abilities:
Experience: 4-6 years of professional experience in data analytics, catastrophe risk modeling, insurance analytics, or a related field (mid-level role).
Education: Bachelor's degree in Statistics, Data Science, Finance, Environmental Science, Engineering, Business, or a related discipline (Master's degree or relevant industry certifications are a plus).
SQL proficiency: Strong skills in SQL for querying databases and manipulating large datasets.
Programming: Hands-on experience with a programming language for data analysis, such as Python or R, to clean data, perform statistical analysis, and automate tasks.
Excel expertise: Advanced Excel skills for data analysis and reporting (e.g. pivot tables, complex formulas; VBA knowledge is a plus).
GIS and mapping: Familiarity with GIS tools (ArcGIS or QGIS) for spatial data analysis and creating flood risk maps.
Data platforms: Experience working with cloud-based data warehouses or big data platforms (e.g. Snowflake, Databricks) in an AWS environment for data storage and analysis.
Catastrophe modeling knowledge: Understanding of catastrophe modeling and exposure management concepts; experience working with catastrophe risk models or flood hazard data.
Insurance domain expertise: Knowledge of insurance underwriting processes (especially in property or flood insurance) and the ability to support underwriting decisions with analytical insights. Experience in flood insurance or natural catastrophe insurance analytics.
Communication skills: Excellent written and verbal communication skills, with the ability to present complex technical information to non-technical audiences clearly. Strong interpersonal skills for effective collaboration with stakeholders across teams.
Analytical mindset: Strong analytical and problem-solving skills with keen attention to detail, and a naturally curious approach to exploring data for insights and continuous improvement.
Initiative and organization: Self-motivated and proactive, able to manage multiple priorities and projects in a fast-paced environment. Proven ability to work both independently and as part of a team.
About Tokio Marine Highland
Tokio Marine Highland Insurance Services (TMH) is a leading property and casualty underwriting agency. We offer a broad suite of tailored specialty risk management solutions, including private flood, fine art and lender-placed products. At TMH, it's all about our clients. Nationwide, our customers rely on our trusted, industry-leading coverages, supported by compliance expertise, superior claims management and the highest caliber of service.
Founded in 1962, TMH is a wholly owned company of Tokio Marine Kiln, one of the largest carriers in the Lloyd's of London insurance market and a member of the Tokio Marine Group. TMH has operating centers in Chicago, Il, Frisco, Texas, Miami, Fla., and South Pasadena, Calif.
If you're looking to advance your career, TMH is the perfect professional home. At TMH, you'll have a chance to innovate with the world's leading businesses, put your expertise into action on major projects, and work on game-changing initiatives. You'll also make long-lasting professional connections through sharing different perspectives, and you'll be inspired by the best.
Tokio Marine Highland, LLC (TMH) is an Equal Opportunity Employer. TMH's success depends heavily on the effective utilization of qualified people, regardless of their race, ancestry, religion, color, sex, national origin, sexual orientation, gender identity and/or expression, disability, veteran status, or any characteristic protected by law. As a company, we adhere to and promote equal employment opportunities for all.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is TMH's policy to provide reasonable accommodation when requested by qualified individuals with disabilities during the recruitment process, unless such accommodation
would cause an undue hardship. To make an accommodation request, please contact *****************************.
Production Assistant - Wholesale Insurance Brokerage - MLPL
Dallas, TX job
Assist the Associate Broker (AB), Broker or Practice Group Leader in meeting the day-to-day technical and clerical needs of the department. Assist with servicing new and renewal business. Service active and expired policy files in accordance with established Brown & Riding values, goals, and procedures.
Essential Functions:
· Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Ensure all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation
· Assist Associate Broker with submission process, as assigned
· Prepare Quotes and Confirmation of Coverage (Binders) as directed
· Policy Checking (Review policies to be sure that they are issued in accordance with what was bound with the carrier)
· Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent)
· Manage and maintain suspenses (Pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to the broker or AB when necessary
· Ensure Surplus Line documents are submitted correctly and on time
· Learn and increase system skills to improve efficiency
· Attend educational seminars, as required
· Produce and mail renewal letters with applications to customers when applicable
· Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required, as directed
· Process certificates of insurance when applicable
Other Responsibilities:
· Provide input to departmental procedures
· Assist with accounting reconciliation projects
· Perform other work-related duties, as assigned
· Work closely with AB Team Lead and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized
· Assist in handling duties of team members, as appropriate, during absences
Education, Experience and Skills Required:
· 0-3 years insurance experience
· Willing and able to take insurance classes and attain designations relating to work in order to continually grow in position
· Exceptional organization, follow-up, communication, and interpersonal skills
· Possess an intuitive and proactive approach to business problems and solutions
· Exhibit good listening skills and a willingness to help and support others
· Advanced skill level in PC software (Word, Excel and other software, as required)
· Ability to be flexible in work schedule as needed
· Manage time to get the job done with minimal supervision
· Excellent communication skills - both verbal and written
· Able to interact with a variety of personality styles
· Has or is able to secure the appropriate insurance license within the appropriate timeframe as determined by state requirements
Work Environment:
· Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent.
· Vision requirements are in the normal range, correctable with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance.
· Working environment is generally within the confines of an office where normal climate conditions support effective job performance. Some daily travel may include limited time spent outside in the elements as part of the normal commute.
· Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety.
Executive Assistant to EVP of Sales and Marketing
Tampa, FL job
About Us:
American Integrity Insurance (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 2,500 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years.
A Day in the Life:
Who knew Insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity.
Learn more about American Integrity Insurance and our job opportunities at ************************
Complete a broad variety of administrative tasks for the EVP of Sales and Marketing including:
managing an extremely active calendar of appointments;
completing expense reports;
composing and preparing correspondence that is sometimes confidential;
arranging complex and detailed travel plans, itineraries, and agendas; and
compiling documents for travel-related meetings.
Plan, coordinate, and ensure the executives' schedules are followed and respected. Provides "gatekeeper" and "gateway" role, creating win-win situations for direct access to the executives' time and offices.
Plan and manage logistics for agent trips and events.
Research, prioritize, and follow up on incoming issues and concerns addressed to the executives, including those of a sensitive or confidential nature. Determine appropriate course of action, referral, or response.
Provide a bridge for smooth communication between the executives' offices and internal departments; demonstrating leadership to maintain credibility, trust and support with senior management staff.
Work closely and effectively with the executives to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Act as a "barometer," having a sense for the issues taking place in the environment and keeping them updated.
Provide leadership to build relationships crucial to the success of the organization, and manage a variety of special projects, some of which may have organizational impact.
Successfully complete critical aspects of deliverables with a hands-on approach, including drafting acknowledgement letters, personal correspondence, and other tasks.
Prioritize conflicting needs; handle matters expeditiously and proactively; and follows through on projects to successful completion, often with deadline pressures.
Education: High School Diploma minimum requirement; Bachelor's degree or equivalent education experience preferred.
Experience: Minimum of five (5) years of experience supporting executives (VP and above).
Skills: Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail. Very strong interpersonal skills and the ability to build relationships with stakeholders, including staff, board members, and external partners. Expert level written and verbal communication skills. Demonstrated proactive approaches to problem-solving with strong decision-making. Must possess strong business-savvy skills in being able to prepare PowerPoint presentations for agents and external parties.
Client Concierge
Saint Augustine, FL job
Brightway Insurance is hiring a Full-Time Client Concierge in Saint Augustine
As a Client Concierge you will be the first point of contact for our clients, providing them with exceptional service and support. You will play a crucial role in maintaining our agency's reputation for excellence and ensuring client satisfaction.
Key Responsibilities
Greet and assist clients in person, via phone, email, and live chat, addressing inquiries and providing information on insurance products and services.
Assist clients with policy changes, renewals, and claims, ensuring timely and accurate processing.
Collaborate with the sales team to identify client needs and recommend appropriate insurance solutions.
Maintain organized client records, process paperwork, and manage scheduling to support agency operations.
Follow up with clients to ensure satisfaction and encourage policy renewals and referrals.
Qualifications
High school diploma or equivalent; college degree preferred.
Previous experience in customer service, insurance, or administrative roles is advantageous.
Strong communication, organizational, and multitasking abilities; proficiency in Microsoft Office Suite and CRM software.
Possession of a 4-40 Customer Representative license is preferred or the willingness to obtain one.
Established in 2008, Brightway Insurance has grown to become one of the largest privately-owned property and casualty insurance distribution companies in the U.S., with more than 350 agencies across 38 states and over $1.4 billion in annual premiums. Our unique franchise model offers agents the opportunity to focus on sales while we handle back-office operations, including carrier relations, licensing, and marketing support. This approach allows our agents to maximize their sales efforts and build lasting client relationships.
If you're an ambitious and driven individual eager to advance in the thriving insurance industry, Brightway Insurance offers the perfect opportunity. Take the next step in your career as a Client Concierge-apply today!
Senior Maintenance Technician
Tampa, FL job
ProSight Talent is pleased to represent a client in Tampa, Florida, in their search for a Senior Maintenance Technician - Refrigeration & Equipment.
This opportunity is ideal for a Bi-Lingual skilled technician with deep expertise in refrigeration systems and equipment maintenance who is ready to take on a senior-level role with a leading organization in the food and beverage manufacturing industry.
Job description:
The Sr. Maintenance Technician Refrigeration & Equipment is responsible for maintaining, repairing, and optimizing production machinery, ammonia refrigeration systems, HVAC, boilers, and related utilities. This position is critical in reducing downtime, supporting production goals, and ensuring compliance with safety and food safety standards.
Key Responsibilities
Equipment Maintenance & Troubleshooting
Perform inspections, preventative maintenance, and repairs on production lines and utility systems.
Troubleshoot and resolve mechanical, electrical, and refrigeration issues.
Calibrate sensors, rebuild pumps, and complete preventive maintenance on compressors.
Maintain boilers, cooling towers, and ammonia refrigeration systems.
Production Support
Conduct equipment setups and changeovers.
Collaborate with production teams to ensure machinery supports output goals.
Provide technical support and training to operators on equipment use.
Documentation & Compliance
Maintain accurate records of maintenance activities, inspections, and system logs.
Adhere to GMPs, OSHA protocols, and company safety policies.
Monitor and maintain chemical levels in accordance with operational standards.
Team Support & Inventory Management
Train junior mechanics and operators on proper equipment handling.
Manage spare parts inventory and coordinate reorders with purchasing.
Prioritize and complete assigned work orders based on urgency and production impact.
Skills & Requirements
CIRO Certified (Certified Industrial Refrigeration Operator).
Strong mechanical and electrical troubleshooting skills.
10-15 years of experience with ammonia refrigeration, HVAC, and boiler systems.
Strong Spanish Speaking Skills
Proficiency in Microsoft Office and maintenance software (e.g., MaintainX).
Ability to read schematics and utilize diagnostic tools.
Knowledge of NFPA 70E safety standards.
Dependable, organized, and proactive in a fast-paced manufacturing environment.
Qualifications
Education: High school diploma or GED required; technical certifications in CIRO or industrial maintenance preferred.
Experience: Minimum 10-15 years in manufacturing maintenance, with at least 10 years focused on ammonia systems.
Spanish and English Speaking
Other: Valid driver's license; ability to travel if required.
Physical Requirements
Ability to lift up to 50 pounds.
Frequent standing, walking, bending, and climbing.
Must be able to work in hot/cold conditions and noisy environments.
Visual abilities including close, distance, and depth perception.
Job Type: Full-time
Operations Specialist
Media, PA job
About ECBM
ECBM is a distinguished, family-owned and privately-operated insurance brokerage and consulting firm that has served clients for over 50 years. Based in Media, PA, with additional Pennsylvania locations, our sole mission is to serve our clients and employees-not shareholders-ensuring a transparent and client-first approach.
We specialize in complex insurance solutions across Commercial Lines, Workers' Compensation, Employee Benefits, and Cyber Liability. ECBM operates on core values of Empathy, Loyalty, Accountability, Tenacity and Energy, which drives our team to provide the highest level of service and problem-solving for client challenges. We are proud to have been a Best Place to Work in Insurance recipient for eight consecutive years.
The Role
The Operations Specialist is an execution-focused role integral to achieving operational excellence, quality control, and streamlined service delivery across ECBM's business units. This position supports the Director of Operations by driving the implementation of efficiency initiatives and ensuring the accurate, timely execution of core brokerage workflows. The Specialist acts as a critical link between the brokerage, service teams, vendors and technology systems, ensuring adherence to internal procedures and regulatory compliance standards. The salary range for this role is
$75,000-$85,000
annually, depending on experience.
Key Responsibilities
I. Process Execution and Quality Control
Daily Workflow Management: Execute and monitor routine operational processes, including daily policy download monitoring, exception reporting, and troubleshooting system issues to maintain continuous workflow.
Quality Assurance: Perform systematic quality control (QC) checks on policy issuance, client documentation, and internal records to ensure data accuracy and adherence to ECBM's standards.
Compliance Support: Support efforts to ensure operational procedures comply with all regulatory requirements and internal policy/procedure documents, including assisting with the maintenance of the procedure/how-to manual.
II. Operational Improvement and Technology
Documentation: Draft, maintain, and update Standard Operating Procedures (SOPs), job aids, and procedural guides for operational workflows, contributing to a comprehensive knowledge base.
Implementation Assistance: Assist the Director of Operations in implementing new or improved workflows, technology rollouts, and automation utilization to enhance efficiency and service quality.
Interdepartmental Coordination: Strengthen collaboration between all of ECBM's various departments to optimize the overall organizational goals.
III. Special Projects and M&A Support
Reporting: Create, update, and manage operational reports, project spreadsheets, and data analytics used for performance monitoring.
Integration Support: Assist in data coordination, file maintenance, and systems transition related to potential acquisitions (M&A activity), ensuring seamless transition of client service and data.
Vendor and Stakeholder Liaison: Act as a key internal liaison for operational vendors, managing inquiries and ensuring vendors meet contractual obligations and service goals.
Qualifications and Experience
Education: Bachelor's Degree required.
Experience: Minimum of 5-7 years of progressive experience in an operational, client service, or technical role within the commercial insurance industry (brokerage or carrier setting preferred).
Property & Casualty License preferred.
Technical Acumen: Proven proficiency with agency management systems and advanced capability in Microsoft Office Suite.
Skills
Exceptional attention to detail and organizational skills, with a focus on accuracy in data management and documentation.
Strong analytical and problem-solving skills, with a desire to proactively identify and resolve operational bottlenecks.
Excellent written and verbal communication skills, necessary for effective internal/external coordination and documentation.
Benefits
ECBM offers a competitive total rewards package, reflecting our commitment to our employees:
Competitive Pay
Health and Welfare Programs Including Medical, Dental, and Vision Insurance
Retirement and Income Protection Programs, including a 401k plan
Work/Life Balance Including PTO and Holidays
Career Advancement Opportunities
Risk Manager
West Palm Beach, FL job
Risk Manager - Large-Scale Insurance Expertise Required (Onsite)
📍
Onsite | Palm Beach Gardens, FL
About Us:
Metro One LPSG is the U.S. leader in providing specialized security and loss prevention services to national clients. As a rapidly expanding organization, we are reshaping the contract security industry through dedicated service delivery and a best-in-class employee experience for thousands of security and LP officers nationwide.
We are seeking talented, committed, and driven professionals to join our growing team-individuals who thrive in dynamic environments and are passionate about risk mitigation and operational excellence.
Position Overview:
We are hiring an experienced Claims & Risk Manager to lead our enterprise risk management efforts from our Palm Beach Gardens, FL location. The ideal candidate must have a proven background in risk management within a large-scale insurance company, with deep expertise in risk assessment, claims management, regulatory compliance, and loss control.
This role is pivotal in developing strategies that safeguard company assets, enhance operational resilience, and protect our people and clients. You will collaborate across departments to identify and mitigate potential threats, while aligning risk strategy with business objectives.
Key Responsibilities:
Develop, implement, and manage enterprise-wide risk management strategies and frameworks.
Evaluate and mitigate risk exposure across operations, financial performance, safety, legal, and regulatory compliance.
Serve as primary liaison with insurance carriers, brokers, and legal counsel to optimize insurance programs, claims processing, and policy renewals.
Lead the end-to-end claims management process-ensuring timely reporting, thorough documentation, investigation, and resolution of incidents.
Conduct proactive risk assessments and on-site loss control evaluations across multiple client accounts and business units.
Ensure ongoing compliance with federal, state, and local regulations, as well as adherence to internal risk policies and procedures.
Advise executive leadership on risk exposures, insurance coverage, and contractual risk transfer obligations.
Design and lead internal risk education, training, and awareness programs to foster a proactive risk management culture.
Qualifications:
Minimum 5 years of risk management experience within a large-scale insurance company is required.
In-depth understanding of insurance structures, claims processes, compliance mandates, and loss control programs.
Demonstrated success in designing and executing enterprise risk strategies with measurable outcomes.
Strong analytical, communication, and negotiation skills-capable of influencing executive-level stakeholders.
Highly organized, with the ability to manage multiple projects and priorities in a fast-paced, dynamic environment.
Must be willing to participate in the Company's pre-employment screening process and continuously meet any applicable state, county, and municipal requirements.
Metro One LPSG is an Equal Opportunity Employer committed to embracing diversity.
Outside Insurance Sales - No Sales Experience Required!
Big Spring, TX 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.
Claims Supervisor (Bodily Injury)
Dallas, TX job
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.
Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose.
When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.
Join a team where your expertise truly matters!Our Casualty Claims department is seeking a highly motivated and experienced Claims Supervisor (Bodily Injury). As a key leader within our Casualty organization, you will be responsible for empowering a team that handles attorney-represented automotive liability claims. Your team will manage:
complex investigations
coverage determinations
liability assessments
bodily injury claim resolutions-through both settlement and litigation.
This role requires advanced knowledge of litigation processes and the ability to strategically support litigated and attorney-represented claims.
If you're passionate about developing talent, driving results, and making an impact in the automotive liability space, we'd love to hear from you.Success in this role is built on the foundation of GEICO's core leadership behaviors:
Ownership: You take responsibility for outcomes in all scenarios.
Adaptability: You navigate dynamic environments with creativity and resilience.
Leading People: You empower individuals and teams to achieve their best.
Collaboration: You build and strengthen partnerships across organizational lines.
Driving Value: You use data-driven insights to align actions with strategic goals.
What You'll Do:
Lead, mentor, and inspire a team of associates to deliver exceptional customer service while building trust.
Leverage your property and casualty insurance expertise to guide team members in resolving complex customer inquiries and claims.
Provide authority on evaluations that exceed your adjusters personal, assigned authority and work with others on claims that exceed your authority
Personalize your leadership approach to develop team members' skills, fostering their growth and ensuring they consistently exceed customer expectations.
Monitor and evaluate team performance using key performance indicators (KPIs) to enhance efficiency, customer satisfaction, and retention.
Hold your team accountable for achieving results, maintaining compliance with insurance regulations, and delivering outstanding service.
Address escalated customer concerns with professionalism and empathy, modeling GEICO's dedication to service excellence.
Collaborate with leadership and cross-functional teams to identify and implement process improvements.
Serve as a resource for team members on insurance-related questions
providing mentorship and training to build their industry knowledge.
What We're Looking For:
Minimum of 2 years of leadership experience in Bodily Injury claims, including direct oversight of litigated cases.
Active Adjuster license (required)
Expertise in Casualty claims, including knowledge of industry regulations and best practices
Strong ability to assess needs and guide associates in negotiating claim settlements as needed
Experienced in the use of various claims tools with ability to assist associates
Strong adherence to compliance and regulatory requirements
Proven ability to motivate, inspire, and develop high-performing teams in a customer-centric environment
Strong results orientation, with a history of meeting or exceeding performance goals
Excellent interpersonal and communication skills, with the ability to adapt leadership styles to diverse individuals and situations
Ability to analyze data and metrics to inform decision-making and improve customer outcomes
Collaborative mindset with a commitment to fostering a culture of inclusivity and excellence
Why Join GEICO?
Meaningful Impact: Make a real difference by resolving issues and enhancing customer satisfaction.
Inclusive Culture: Join a company that values diversity, collaboration, and innovation.
Workplace Flexibility: This is a M-F, 8:00am - 4:30pm position offering a Hybrid work model based in Richardson, TX. GEICO reserves the right to adjust in-office requirements as needed to support the needs of the business unit.
Professional Growth: Access GEICO's industry-leading training programs and development opportunities:
Licensing and continuing education at no cost to you.
Leadership development programs and hundreds of eLearning courses to enhance your skills.
Increased Earnings Potential:
Pay Transparency: The starting salary for this position is between $97,735 annually and $151,700 annually.
Incentives and Recognition:
Corporate wide bonus programs are in place to reward top performers.
Beware of scams! As a recruiter, I will only contact you through ************ email address and will never ask you for financial information during the hiring process. If you think you are being scammed or suspect suspicious activity during the hiring process, please contact us at ...@geico.com.
keywords: litigation, auto liability, liability claims#geico300#LI-AL2
At this time, GEICO will not sponsor a new applicant for employment authorization for this position.
The GEICO Pledge:
Great Company: At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs.
We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives.
Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels.
Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose.
As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers.
Great Rewards: We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future.
Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being.
Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance.
Access to additional benefits like mental healthcare as well as fertility and adoption assistance.
Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year.
The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled.
GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.
Medical Claims Processor
San Antonio, TX job
FCE Benefit Administrators, Inc. is seeking a detail-oriented and motivated Claims Processor to join our dynamic and growing team. The ideal candidate will be responsible for the accurate and timely processing of a wide range of claims while ensuring compliance with company standards and regulatory requirements. This role requires strong attention to detail, effective communication skills, and the ability to work efficiently in a fast-paced environment.
Key Responsibilities
Accurately process a variety of claim types, including Medical, Vision, Dental, HRA, Critical Illness, and Accident claims.
Manage the entire claim lifecycle, including adjustments, voids, and payment reissues.
Conduct audits on processed claims to ensure accuracy and compliance with policies.
Serve as a point of contact for claim-related inquiries from members, providers, and internal AE (Account Executive) and CS (Customer Service) teams.
Handle escalated client questions and issues via phone and email with professionalism and urgency.
Participate in special projects and organizational initiatives as assigned.
Assist with training and mentoring team members (for more experienced candidates).
Education
High school diploma or equivalent required.
Associate's degree or vocational training in a related field (e.g., Medical Billing & Coding, Business Administration) preferred.
Experience
1-3 years of experience in medical claims processing, data entry, customer service, or a general administrative role required.
Technical Skills
Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
Strong data entry capabilities and 10-key proficiency.
Familiarity with claims management platforms or Electronic Health Record (EHR) systems preferred.
Soft Skills
Exceptional attention to detail and strong organizational abilities.
Clear written and verbal communication skills.
Strong problem-solving and critical thinking abilities.
Ability to work independently while managing a high volume of tasks in a fast-paced environment.
Commitment to maintaining confidentiality and handling sensitive information with integrity.
Working Conditions
Standard office environment.
Prolonged periods of sitting and computer use may be required.
Ability to lift up to 20 lbs occasionally (e.g., handling physical records or mail).
Benefits Offered
We understand that top talent is attracted to organizations offering competitive compensation, comprehensive benefits, and opportunities for professional growth. FCE offers a robust benefits package including:
Medical, Dental, and Vision Coverage
Disability Insurance
401(k) with Company Match
Flexible Spending Accounts (FSA)
Health Savings Account (HSA) Contributions
Fitness Membership Discounts
Company-paid Life Insurance
Tuition/Professional Development Reimbursement
Employee Assistance Programs
Paid Time Off (PTO)
About FCE Benefit Administrators, Inc.
With nearly 30 years of experience, FCE Benefit Administrators, Inc. has helped hundreds of For-Profit and Not-For-Profit organizations achieve full compliance under the Service Contract Act (SCA), Davis-Bacon Act (DBA), Javits-Wagner-O'Day (JWOD), and related federal legislation. As trusted experts in government contracts, we specialize in the administration of bona-fide fringe benefit plans through an irrevocable funding arrangement, ensuring full compliance with SCA requirements.
Equal Opportunity Employer
FCE is an equal opportunity employer and is committed to creating an inclusive and diverse workplace.
Senior BCM Analyst
Pennsylvania job
Develops crisis management, emergency management and contingency plans for Tokio Marine North America Services, and its group companies. Leads and provides incident response support for any type of natural, man-made or technological disaster.
Essential Job Functions:
Develops and implements plans, processes, policies and procedures for emergency management, crisis management and contingency planning program elements.
Leads incident management for any type of natural, man-made or technological disaster.
Provides incident support during emergencies, which may occur outside of standard business hours and require extended shifts depending on the severity and duration of the event.
Participates in post-incident reviews and contributes to continuous improvement efforts.
Communicates effectively with senior executives and leaders during crisis and emergency situations.
Gathers and analyzes information; supports resolutions to address business issues for a specific business group.
Tests multi-dimensional plans with various operational departments throughout group companies.
Evaluates vendors, makes recommendations, and implements vendor requirements.
Develops strategy, training materials, protocol and quick reference guides for emergency management, crisis management and contingency planning areas.
Develops and leads tabletop exercises and training for group companies.
Develops plans and procedures for the BCM Crisis Management Center.
Manages efficient and effective usage of tools and integration with other tools as necessary.
Initiates awareness processes to make necessary improvements for emergency management, crisis management and contingency plans.
Qualifications:
Bachelor's degree is preferred (preferably in Emergency Management or Business).
A Business Continuity certification preferred.
7+ years of relevant experience.
Ability to provide on-call support and incident response as needed during emergencies, including after-hours and weekends. As much advance notice and flexibility as possible will be provided.
Ability to weigh business needs and articulate these needs to management.
Knowledge, insight, and understanding of business concepts and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Experience with mass notification systems, such as Onsolve Send Word Now, and incident monitoring systems, such as Everbridge NC4, preferred.
Working knowledge of Microsoft Office,and strong knowledge in Microsoft Excel preferred.
Performs special projects and other duties as may be assigned.
Strong customer service orientation, responsive, consultative, collaborative and accurate.
Strong leadership ability: able to work with a group to set objectives and agenda, generate allegiance to those objectives, and motivate achievement.
Familiarity with project management skills; planning, organizing, monitoring and controlling projects, ensuring efficient utilization of resources to achieve project objectives and deadlines.
Strong interpersonal relationship building skills; able to work with a variety of people and groups in a constructive and collaborative manner.
Strong analytical ability with the capability to determine the root cause of problems and issues
Salary range $94,000 to $115,000. 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.
Benefits Advisor
Florida job
Aflac is actively seeking motivated, entrepreneurial-minded individuals to join our team as a Benefits Advisor. In this independent role, you'll introduce businesses to Aflac's supplemental insurance plans and help policyholders gain added financial peace of mind. Whether you're launching a new career or looking to grow in a professional sales role, this opportunity offers flexibility, unlimited income potential, and the support of a trusted Fortune 500 brand.
Advantages of working with us:
- Enjoy a flexible schedule - no nights, weekends, or holidays
- Unlimited earning potential (commissions, renewals, performance bonuses, stock)
- Access to company-provided leads and digital sales tools
- World-class sales training and ongoing professional development
- Bonus opportunities available in your first 3 months*
- Offer policyholders added-value services: telehealth, financial wellness, and healthcare navigation**
Responsibilities & requirements:
- Partner with business owners to provide benefits solutions for their employees
- Build a pipeline through lead generation, networking, referrals, and cold outreach
- Conduct product presentations and enrollments in person or virtually
- Support clients with claims and provide ongoing customer service
- Participate in team training, mentorship, and development sessions
- Excellent communication, relationship-building, and presentation skills - Sales or customer service experience is a plus, but not required
- Must be 18+ and legally authorized to work in the U.S. (no visa sponsorship available)
- Positive, professional, and self-motivated attitude
About Aflac:
At Aflac, we work directly with employers to deliver voluntary benefits to their employees while helping to solve issues small businesses face. Our Benefits Advisors can play a vital role in helping people when they need it most - when they're injured or ill - by providing financial protection and peace of mind so they can focus on recovery, not bills.
*This is not a salaried position, Aflac Benefits Advisors earn commissions, bonuses, residual income, and stock.
**Aflac's affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers, and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state.
Aflac Benefits Advisors are independent contractors and are not employees of Aflac.
Aflac family of insurers includes American Family Life Assurance of Columbus and American Family Life Assurance Company of New York.
Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999 Z2500301 EXP 5/26
Commercial Insurance Sales Producer
Duncan Financial Group job in Coraopolis, PA
Job Description
Headquartered in Irwin, Pennsylvania - we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.
Commercial Insurance Sales Producer
Job Summary:
We are seeking a dynamic and results-driven Commercial Insurance Sales Producer to join our team. The successful candidate will be responsible for generating new business opportunities, managing client relationships, and providing expert risk management advice on commercial insurance products. This role demands a combination of sales acumen, product knowledge, relationship building skills, and a thorough understanding of the insurance industry to succeed in a competitive environment. We are looking for someone that can be a trusted advisor, with the ability to assess and address varying degrees of client needs while producing consistent business results.
Responsibilities:
Sales and Business Development:
Identify and target potential commercial clients through various prospecting methods including networking, trade shows, cold calling, and referrals.
Work with VP Sales to develop and implement effective sales goals and strategies to achieve new business.
Conduct thorough needs assessments to understand clients' insurance requirements and recommend appropriate coverage options.
Prepare and present insurance proposals to prospective clients, highlighting the benefits and value of our insurance solutions.
Keep accurate records and maintain your new business sales pipeline in our Customer Relationship Management (CRM) system.
Work with marketing to provide guidance on specific markets to support your ongoing prospecting efforts.
Share leads with other lines of business within the organization to grow our account penetration with multiple service lines.
Client Relationship Management:
Build and maintain strong, long-term relationships with clients to ensure their ongoing satisfaction and loyalty.
Serve as the primary point of contact for clients, addressing their questions, concerns, and service needs promptly.
Conduct regular reviews of clients' insurance programs to ensure continued adequacy of coverage and identify opportunities for cross-selling and up-selling additional products.
Communicate with account managers to be able to provide the highest level of service for clients and maintain industry standard retention rates.
Market and Industry Knowledge:
Stay informed about industry trends, market conditions, and regulatory changes affecting commercial insurance.
Develop and maintain strong relationships with insurance carriers and underwriters to negotiate favorable terms and conditions for clients.
Attend industry events, conferences, and training sessions to enhance professional knowledge and network with industry peers.
Documentation and Compliance:
Ensure all client records are accurately maintained in accordance with company policies and regulatory requirements.
Prepare and submit all required documentation for new business, policy renewals, and endorsements in a timely manner.
Collaborate with internal teams, including account managers and support staff, to ensure seamless service delivery to clients.
Qualifications:
Proven experience as an Insurance Producer, Account Manager, or similar role in the insurance industry preferred
Valid Pennsylvania Property & Casualty License, or the ability to obtain within the first 30 days of employment
Knowledge of commercial insurance products, including property, liability, workers' compensation, and specialty coverages is ideal but will train and mentor
Proficiency in insurance management software (Applied Epic), CRMs (i.e., HubSpot) and Microsoft 365
Excellent communication and interpersonal skills, with the ability to build and maintain client relationships
Self-motivated and results-driven with the ability to generate commercial insurance opportunities and close deals
Ability to handle multiple client requests and opportunities simultaneously and turn them around in a short period of time
Ability to work independently and as part of a team
Local travel will be required
Employment is contingent upon successful completion of a criminal background check, as permitted by law
Hours: Monday-Thursday, 8:30am-5:00pm; Friday, 8:30am-4:30pm
Office Location: 1004 Brodhead Road, Moon Township, PA 15108 (Hybrid Work Options Available)
Benefits:
Competitive Compensation Package
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.