Risk/Sales Advisor - Transportation Non-Fleet - Northern Colorado
Flood & Peterson Insurance job in Greeley, CO
Join Our Team as Transportation (Non-Fleet) Risk/Sales Advisor!
We are seeking a Transportation (Non-Fleet) Risk/Sales Advisor to join our team. This is an exciting opportunity for individuals who are driven and client-focused professionals to help grow our Transportation Non-Fleet Division. In this role, you'll play a key part in identifying new business opportunities and guiding clients through complex insurance landscapes. If you thrive in a collaborative environment and are eager to make an impact, we want to hear from you!
About the Role
As a Transportation (Non-Fleet) Risk/Sales Advisor, you'll be responsible for developing a robust book of business and providing consultative insurance solutions with a focus on non-fleet operators. You'll collaborate with internal teams and industry partners to stay ahead of market trends and deliver exceptional service. This position offers hands-on experience in the transportation and risk advisory space, along with comprehensive training and ongoing professional development to support your growth.
What You'll Do
Business Development: Identify and pursue new business opportunities and build a pipeline through various methods, including cold calls, referrals, community involvement, networking and lead generation.
Client Relationship Management: Build lasting relationships with clients, acting as a trusted advisor and addressing their risk management and insurance needs.
Sales Achievement: Meet or exceed annual new business and sales velocity targets, contributing to the company's growth and success.
Risk Needs Analysis: Assess client risks and recommend tailored insurance solutions that align with their specific needs and objectives.
Internal Collaboration: Partner with service teams and leadership to ensure clients receive excellent service and support.
Industry Engagement: Actively participate in industry organizations, associations, and community initiatives to enhance your visibility and expand your network.
Marketing & Presentations: Collaborate with marketing teams to develop proposals, presentations, and digital campaigns that resonate with potential clients.
What You Bring
Education and Work Experience: Associate degree (A.A.); or four to six years related experience and/or training; or equivalent combination of education and experience.
License or Certification Requirements:
Possess and maintain Specialist in Transportation and Risk (STAR) designation
Possess and maintain a Colorado multiple lines license
Requires a current Colorado driver's license and acceptable MVR
Industry Knowledge: Experience preferred in trucking industries. Understanding commercial insurance, risk management practices, and industry regulations is a plus.
Sales Experience: Demonstrated success in sales with the ability to build relationships, close deals, and meet performance goals.
Communication: Excellent verbal and written communication skills, with the ability to engage effectively with clients and stakeholders.
Goal-oriented: Driven to meet and exceed targets with a proactive sales and client engagement approach.
Why Join Us?
Impactful Work: Take on a vital role in protecting businesses by providing tailored risk management solutions that make a difference.
Growth Opportunities: Access to professional development and certifications
Supportive Culture: Be part of a team that values collaboration, integrity, and continuous learning.
Comprehensive Benefits: Enjoy a competitive salary, healthcare options, retirement plans, and more.
Salary Range - Starting pay for this exempt position is $65,000 - $75,000 annually plus commissions on new business. Starting pay may exceed this range for well-qualified candidates, especially with industry experience. Validated Risk Advisors can expect to earn more, depending on sales and retention performance
Benefits - At Flood and Peterson all full-time employees are eligible for benefits, including Medical, Dental, Vision, and Life insurance, paid time off, paid holidays, and paid Volunteer Time Off. Full time employees are also eligible to participate in our 401k plan, which includes both safe harbor and discretionary matching.
Flood and Peterson Values: At Flood and Peterson, we are dedicated to our Employees, Clients, Communities, and Strategic Partners. Our values guide everything we do:
Integrity - We uphold the highest standards, acting with honesty, trust, and the courage to do what's right.
Gratitude - We show kindness and respect, appreciating each other, our clients, and our community
Knowledge - We lead through learning, sharing insights, and embracing diverse experiences to educate and grow together.
Commitment - We take responsibility, prioritize teamwork, and dedicate ourselves to fulfilling the Flood and Peterson promise.
Impact - We strive for meaningful results, aiming to build a lasting legacy through positive influence and service.
Accounting Specialist - Northern Colorado
Flood & Peterson Insurance job in Greeley, CO
Join Our Team as an Accounting Specialist!
We are seeking an Accounting Specialist to join our team. This is an exciting opportunity for individuals who are detail oriented, eager to learn, and passionate about supporting financial operations. As a member of our team, you'll contribute to accurate financial processing, reconciliation of commissions, and general accounting support while gaining valuable experience.
About the Role
In this role, you'll take on responsibilities such as processing direct bill commissions, reconciling carrier statements, applying customer payments, and supporting general accounting functions. You'll work closely with an experienced accounting team to deliver exceptional service and ensure accurate financial operations.
What You'll Do
Direct Bill Commission Processing: Accurately record and reconcile revenue transactions for Property & Casualty and Employee Benefits divisions, ensuring timely and precise revenue tracking.
Customer Payments: Manage incoming payments from clients, apply them to the appropriate accounts, and process payments to customers for returned premiums.
Support Carrier Payables & Regulatory Compliance: Serve as a backup for bi-weekly carrier payments and assist with surplus lines tax filings.
General Accounting Support: Digitize financial documents, review and process employee expense reports, and provide support on additional accounting projects.
What You Bring
Education and Work Experience: Associate's or Bachelor's degree in Accounting, Finance, Business, or related fields; or one to three years related experience and/or training; or equivalent combination of education and experience.
License or Certification Requirements:
Colorado driver's license and acceptable MVR
Attention to detail: Ability to accurately process financial data and documentation with minimal errors.
Excel Skills: Demonstrated proficiency in Excel.
Organized and reliable: Skilled in organizing work, meeting deadlines, and managing multiple tasks in a fast-paced environment.
Proficient in communication and collaboration: Ability to work cohesively with team members and communicate effectively through both face-to-face and digital channels.
Why Join Us?
Learning and Advancement: Grow your expertise by collaborating with an experienced team dedicated to sharing knowledge and supporting your professional development.
Supportive Culture: Be part of a team that values collaboration, integrity, and continuous learning.
Flexible Work Options: Upon completion of training enjoy a customizable schedule that can include alternating 5-day & 4.5-day work weeks, and flexibility in start and end times.
Comprehensive Benefits: Enjoy a competitive salary, healthcare options, retirement plans, and more.
Salary Range - Starting pay for this nonexempt position is $25 - $27/hour. In addition to regular pay, this position is eligible to participate in our annual performance incentive program.
Benefits - At Flood and Peterson all full-time employees are eligible for benefits, including Medical, Dental, Vision, and Life insurance, paid time off, paid holidays, and paid Volunteer Time Off. Full time employees are also eligible to participate in our 401k plan, which includes both safe harbor and discretionary matching.
Flood and Peterson Values: At Flood and Peterson, we are dedicated to our Employees, Clients, Communities, and Strategic Partners. Our values guide everything we do:
Integrity - We uphold the highest standards, acting with honesty, trust, and the courage to do what's right.
Gratitude - We show kindness and respect, appreciating each other, our clients, and our community.
Knowledge - We lead through learning, sharing insights, and embracing diverse experiences to educate and grow together.
Commitment - We take responsibility, prioritize teamwork, and dedicate ourselves to fulfilling the Flood and Peterson promise.
Impact - We strive for meaningful results, aiming to build a lasting legacy through positive influence and service.
Insurance Producer - Denver Metro, Colorado
Boulder, CO job
Join Horace Mann: Empower Educators, Achieve Financial Success
Ready to Make a Difference?
Join Horace Mann today and take the first step toward achieving your career and financial goals while making a meaningful impact on the educators you serve. Together, we can help educators secure their future while empowering you to achieve your own.
As an Insurance Producer at Horace Mann, you'll receive mentorship from an experienced agent while gaining hands-on experience in the industry. Our insurance products are tailored to meet the unique needs of educators, and we provide outstanding training, competitive rates, and flexible work options. With an unparalleled compensation structure, exciting incentives, and bonus opportunities, top performers have the chance to earn all-expenses-paid trips to amazing destinations.
Why Join Us?
Performance-Based Compensation [1099] with a 36-month incentive plan and enhanced commissions
Monthly incentives based on sales volume for the first 36 months
Quarterly production bonuses for the first 36 months
No external office requirement-work from anywhere
Leverage established books of business while building your own practice
Access to a niche market that increases your potential for success
Value-added services to connect you with ideal clients
Simple, streamlined products and sales processes for quick success
Networking, community, and industry events to expand your connections
A comprehensive, multi-line product portfolio in a ‘One-Stop Shop' model
What You Will Do:
Solve financial challenges faced by educators through tailored solutions
Present with confidence-one-on-one or in large groups-to educate potential clients on products
Engage in community and networking events, expanding your professional connections
Stay current with industry trends and apply new knowledge to help clients
Cultivate strong market relationships and build a solid client base
Invest time and resources in ensuring the success and growth of your business
What We're Looking For:
A commitment to helping educators achieve financial prosperity
Strong interpersonal and presentation skills
Self-motivation and the ability to manage your own business
The ability to obtain or currently hold state licenses in Life & Health and Property & Casualty
Compensation and Benefits:
Sign-On Bonus
Uncapped Earnings/Commission
Structured Incentive & Bonus Pay to reward your hard work
Work Environment-work in-person, in the field, and/or from an office setting
Support and Accountability:
As an Insurance Producer, you'll be guided by a mentor agent who will support you every step of the way to ensure your success.
We make a difference!
At Horace Mann, we are driven by our mission to support the educators who shape the future of our children. We believe that educators deserve someone who looks after their financial well-being just as they do for their students. Our passion lies in providing tailored solutions that protect what educators have today and help them achieve long-term financial security and happiness.
# LI-MH1
#VIZI#
Service Desk Technician I/II/SR
Colorado Springs, CO job
An Unwavering Commitment…
At California Casualty, a career means more. In fact, “doing more” is what makes us “us”. Serving only firefighters, law enforcement, nurses and educators, we have developed a robust understanding of the unique challenges and risks these extraordinary individuals face. We strive to provide them with the peace of mind they deserve through adequate home and auto insurance protection. To deliver upon this unwavering commitment, it takes a team of caring and dedicated individuals that truly have a heart for the work these American Heroes do, holding together and strengthening our communities on a daily basis.
If this is a mission that speaks to you, our Service Desk Technician I/II/SR opening just might be your chance to get more out of your career. Beyond our tight knit family-owned culture and longevity as a “customer-first” insurer, a career at California Casualty ensures you can leave work everyday knowing your efforts are making a direct impact on the financial security of those who deserve it most.
From providing technical assistance and support to internal users, to ensuring the smooth operation of our computer systems, software, and hardware, your efforts will ensure California Casualty is there for community heroes in their time of need, just as they are there for us in ours!
Your Role Explained.
Roles and responsibilities of this position include…
Service Desk Support:
Diagnoses and resolves basic hardware and software issues. Troubleshoots low complexity network and connectivity problems. Assists users with account setup, password resets, and access-related issues. Utilizes remote support tools to assist users located offsite. Provides guidance on remote connectivity and virtual collaboration tools. Monitors system performance and report issues to the IT team. Ensures tickets are closed within specified timeframes per established service level agreements. Escalates complex problems to the appropriate IT teams when necessary.
Hardware/Software Deployment:
Assists with installing, configuring, and upgrading hardware and software as needed. Collaborates with other IT teams on the implementation of new technologies.
Linux Administration:
Administers Linux-based servers and troubleshoot Linux-related issues.
Documentation:
Maintains accurate and up-to-date documentation of support activities, solutions, and configurations.
Training:
Assists with facilitating training sessions for users on basic hardware and software usage.
Other Duties as Required:
Job may require fulfilling other incidental or related duties as assigned, assisting and training others, and performing duties of higher rated positions from time to time for developmental purposes.
What We're Looking For.
To ensure success within this role, we are looking for a candidate with the following skillsets and experience…
Minimum Requirements
High School Diploma or Equivalent
0 - 2 Years of Service Desk Experience
Preferred Education, Experience, & Certifications
Some Insurance Industry & Guidewire Applications Experience
Bachelor's Degree in Information Technology, Computer Science, or a Related Field
IT Certifications (e.g. CompTIA A+, Microsoft Certified IT Professional)
Depending upon education and experience, this position can be filled at either the Service Desk Technician I, Service Desk Technician II, or Service Desk Technician SR level.
Ability to work in our Colorado Springs Service Center is highly preferable.
The pay range for the Service Desk Technician I position is $25.55 - $37.05 per hour, $30.24 - $45.37 for the Service Desk Technician II position, and $35.92 - $53.91 for the Service Desk Technician SR position; however, base pay offered may vary depending on job-related knowledge, skills and experience. The company also offers a full range of medical, financial and other benefits, including eligibility for the company's performance sharing plan and paid time off such as holidays, vacation, sick and personal holidays.
California Casualty is an Equal Opportunity Employer
Benefits Advisor
Colorado 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
Sales Representative
Colorado job
Aflac is looking for a Strategic Benefits Consultant to help businesses strengthen their employee benefits strategy. This consultative role is perfect for professionals in sales, HR, or consulting who want to partner with a nationally recognized brand while building their own book of business.
Advantages of working with us:
- Monday-Friday business hours - enjoy true work-life balance
- Unlimited earning potential with commissions, bonuses, renewals, and stock
- Represent a Fortune 500 company trusted by businesses nationwide
- Award-winning training, tools, and mentorship
- First 3-month bonus incentives available*
- Offer value-added services (telehealth, healthcare navigation, financial wellness tools)**
Responsibilities & requirements:
- Advise employers on benefits, needs and customized solutions
- Conduct consultations, product demos, and enrollments virtually or in person
- Build long-term relationships and provide excellent post-enrollment service
- Collaborate with teams for training, development, and support
- Strong consultative, communication, and relationship-building skills
- Background in B2B sales, HR, or client-facing consulting preferred, but not required
- Must be 18+ and authorized to work in the U.S.
- Entrepreneurial mindset and self-starter mentality
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 Strategic Benefits Consultant, also known as 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 Z2500303 EXP 5/26
Global Client Executive
Denver, CO job
Lockton is currently seeking a Global Client Executive in the Lockton Global Solutions Practice who will be independently and wholly responsible for a book of global clients; this will entail translating risk and loss profiles into solutions through program design across all lines of cover through program design across all lines of cover through a compliance lens. They will build long-term, trusted advisor relationships with clients, producers, and domestic associates, supporting business growth. The Global Client Executive drives accountability for execution of account strategies by delegating and empowering supporting associates on the Lockton Global Solutions team, as well as the domestic US risk teams. The Global Account Executive should always adhere to Lockton's cultural values, and treat fellow associates, clients and vendors with dignity and respect.
Responsibilities
* Leadership of a dedicated book of business
* Strong relationships with global clients - understand their global insurance needs and requirements
* Stay up to date on all industry and global economic trends to provide informed advice to clients
* Accountable for the global service and execution
* Lead market relationships and negotiation
* Manage the entire renewal process and overall global client relationship
* Leadership and development of Client Managers and Global Analysts
* Manage and cultivate internal relationships with other Risk Solutions teams, other associates, and Producers
Essential Competencies
* Senior coverage expert across all lines of business. Specifically, with ownership (both placement and advisory) of the International Casualty product. Collaboration, strategic input and international implementation of other lines of cover, including but not limited to: Property, Marine, Directors and Officers Liability, Crime, Business Travel Accident, Environmental Liability and Professional Liability
* Identifies opportunities to create synergies and reduce frictional costs of global programs
* Can articulate Lockton's global capabilities, value proposition and differentiators
* Ability to analyze exposures and identify risks, inconsistencies, and accuracy of reported data
* Creates timely and accurate submissions, initial quote comparisons and coverage reviews
* Assists with prospecting new business, including preparing and presenting RFPs
* Post-binding implementation, including overseeing the accuracy and reporting of local admitted policies and other global program tracking
* Country Leadership - accountable for senior level relationships with the Lockton teams who are overseas and develops senior market relationships accountable for carrier performance
* Keep a pulse on market and regulatory developments to update internal and external stakeholders
#LI-DA2
Client Service Representative / Employee Benefits
Denver, CO job
DescriptionThe Account Administrator assists Account Managers and Benefits Consultants in servicing employee benefits accounts. This position requires a detail-oriented and organized individual. The Account Administrator provides excellent customer service and builds professional relationships with customer contacts, and provides clerical and administrative support to the Benefits team as needed. The Account Administrator must perform to the ethical standards required by the Colorado Department of Insurance and Moody Insurance Agency, Inc.Job FunctionsFollowing is a brief outline of essential tasks for the Account Administrator position, but other responsibilities and duties may be assigned:
Provide customer service to internal and external clients (answering questions, providing eligibility information, etc.)
Resolve small to moderate client issues under direction of Account Manager including eligibility questions, claims and billing issues, etc.
Request ID cards and process address changes with carriers on behalf of employer groups as requested.
Assist with Applications and Terminations as assigned. Process employee enrollments, changes and terminations on behalf of employer groups within 3 days of receipt. Collect appropriate forms and information from employer or Account Manager, following up on missing information as necessary to ensure compliance with carrier procedures. Ensure that hire or termination dates coincide with specific plan eligibility requirements prior to submission of applications. Submit completed forms to carrier prior to effective date. Email confirmations to employers and follow up with carriers via phone to ensure receipt and verify application was processed correctly. Save all enrollment information electronically in Brokerage Builder.
Maintain timely updates to Brokerage Builder system for all policy changes or updates within three business days of renewal or new business decision.
During new group submissions or renewals, assemble open enrollment materials, applications and policy information, scanning copies into Brokerage Builder. Provide administrative support as necessary in printing, organizing and preparation of open enrollment materials.
Generate rate confirmation and termination letters for clients under the supervision of Account Manager.
Cover Front Desk as needed or as back up for Receptionist's breaks, lunches, and days off. Answer phones promptly and courteously, greet and assist visitors to the office, forward emails and faxes to the appropriate employee, and monitor deliveries.
RequirementsQualifications and Requirements
Able to read and write in English
High School diploma or equivalent
Must currently possess (or be able to obtain within 90 days of hire) a Colorado Life, Accident and Health License
Must possess proficient computer skills including working knowledge of Microsoft Office products, especially Word and Excel. Previous experience with Brokerage Builder desired, but not required.
Excellent written and verbal communication skills
Strong customer service and team skills; must interact effectively with clients, co-workers and management
Strong attention to detail and solid organizational skills
Solid prioritization skills, sense of urgency, and ability to work efficiently under time constraints
Ability to analyze and solve problems
Hours for this positon are Monday - Friday, 8:00 am - 4:30 pm (with 1 hour for lunch).Pay range is $19.50 - $21.25 (based on experience and licensing) Compensation: $19.50 - $21.25 per hour
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with a PIIAC member agency is a great career choice!
The Mission of Professional Independent Insurance Agents of Colorado (PIIAC) is to advance, foster and protect Independent Insurance Agents throughout Colorado. Working with them to achieve their professional development goals, advocacy, and regulatory goals, and to provide their Independent Insurance Agency with a suite of products and services that will create a mutually beneficial environment for members while maintaining the highest ethical business standards.
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
Auto-ApplyPrograms Administrator- National Accounts
Denver, CO job
The Program Administrator provides administrative and client support for the Programs team.
responsibilities • Program Administrator is responsible for providing administrative and client support • Serves as first line of contact for client service
• Assists in the renewal process-updating specifications and applications/exposure schedule to reflect changes during the year, and orders loss information where appropriate
• Ensures accuracy of information and helps manage and improve workflows and processes
• Follows policies and procedures to make the overall practice more efficient and effective
• Responsible for billing process (traditional and bulk bill), including oversight of IOS processes
• Client payment follow-ups
• Certificates of insurance (24-hour turnaround, including lender requests)
• Execute Surplus Lines filings, as needed
• Work with other internal departments for renewals, as needed
• ImageRight filing
• New mail processing
• Tracking carrier requests and endorsements, communicating with underwriting as needed
• Send invoices, policies, endorsements and other policy-related material to clients
• Assist with policy checking
• Assist with binding subjectivities, as needed
• Assist with various forms of policy reporting, as needed
• Comply with Lockton procedures and policies
• Protect the confidentiality of information learned by performing the duties of the position
• Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer
• Perform other work-related duties, as assigned
#LI-OE1
Position qualifications
• GED/High School Diploma required. The ideal candidate will possess a Bachelor's degree in Business Administration or related field and/or years of experience equivalent
• General understanding of commercial property and casualty insurance preferred
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• High aptitude for accuracy in mathematical calculations
• Strong attention to detail and high degree of accuracy in data entry required
• Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required. Must be results-oriented with the ability to change priorities as needed
• Must have above-average verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy
• Legally able to work in the United States
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.
Additional Information
Manager, Client Financial Operations
Denver, CO job
About Judi Health
Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including:
Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers,
Judi Health™, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and
Judi , the industry's leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform.
Together with our clients, we're rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit ****************
Position Description:
This Manager role is a critical position for Client Financial Operations and will partner with other internal departments. This role will be an instrumental team player that will drive process improvement with our invoicing (drug spend and ancillary) and reconciliations. The individual must have a strong financial and accounting background, preferably in PBM or Health care. The individual must be comfortable with all aspects of billing, collections, and revenue recognition, and experience leading a team of analysts.
Position Responsibilities:
Oversee client invoicing, ensuring contractual alignment, accuracy, and timeliness
Submit journal entries, accruals, and adjustments as required
Track outstanding payments, follow up on overdue accounts, and implement collection strategies
Manage team of billing analysts, set performance goals, and ensure efficient workflows
Develop and refine billing procedures to enhance efficiency and reduce errors
Address client billing inquiries, resolve disputes, and improve client satisfaction
Work with finance, sales, and account management teams to align billing with overall business operations
Responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance
Required Qualifications:
Undergraduate bachelor's degree in business, Finance, or related field, or 10+ years' experience
At least 3 years in billing, accounts receivable, or finance, with leadership experience
PBM/Health care experience (preferred)
Strong Excel and SQL skills for frequent data mining and/or manipulation of large data sets
Proficiency in billing software (SAP, QuickBooks, etc.)
Ability to challenge and improve existing processes through automation and redesign
Motivated team player with the ability to work in a fast-paced, forward-moving environment
Attention to detail & commitment to delivering high quality work
Ability to communicate internally and externally across multiple departments and at all corporate levels
Ability to define problems, collect data, establish facts, solve problems, make recommendations, and draw valid conclusions in a timely and accurate manner
Salary Range$95,000-$105,000 USD
All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals.
Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at *********************************************
Auto-ApplyCrisis Peer Recovery Professional - Park County
Colorado job
Job Description - Peer Recovery Professional
Behavioral Health Connections
Paragon Behavioral Health Connections is a comprehensive behavioral health organization on a mission to positively impact individuals and families through compassionate, and client-centered care. Through community based or in-home services, and digital solutions as needed, we meet clients where they are-both physically and emotionally-to provide the right support at the right time. Serving communities across Colorado, we deliver equitable and creative “one-stop” behavioral health services-providing in-home mental health and substance use treatment, crisis stabilization, early childhood support, intensive outpatient programs, assertive community treatment, medication management, wrap around support and more. We believe care should meet people where they are, both physically and emotionally. Our approach is rooted in understanding, respect, innovation, and community collaboration.
Our vision is to empower individuals and families with complex needs, helping them overcome challenges, build essential skills, and access the resources necessary to achieve long-term well-being. We offer a wide range of services, including step-down care from inpatient hospitalization for youth, comprehensive support for families, and specialized treatment for youth facing depression, trauma, behavioral challenges, and family conflict.
Our adult programming includes intensive care management, Assertive Community Treatment (ACT), integrated co-occurring IOP, individual and family therapy, medication management (including MAT), case management and peer support, supported employment/housing, and recovery services for mental health and substance use disorders
Why Work With Paragon?
Statewide Reach - Deliver care where it's needed most. We're not region-limited-serve communities across Colorado, including rural and frontier areas with limited access to care.
Flexibility & Work-Life Balance - Own your schedule. Partner with families to set visit times that work for them (and you), so you can enjoy Colorado's trails, slopes, and sunshine during off-peak hours.
Clinical Leadership & Support - Clinicians lead here. Our executive team includes licensed providers who shape business decisions with a care-first lens. We provide free licensure supervision and regular consultation to support your growth-at no extra cost.
Comprehensive, Company-Paid Benefits - We cover health, dental, vision, short- and long-term disability, and life insurance-company-paid-so there are no premium deductions from your paycheck. Keep your full salary and your peace of mind.
Career Growth Opportunities - Grow with us. Explore new modalities and specializations-substance use treatment, co-occurring IOP, ACT, early childhood services, community-based care-and advance into leadership as we expand statewide.
Position Summary: The Peer Recovery Professional at Paragon BHC serves as a dedicated support figure for individuals in recovery. In this in-person position, the Peer Recovery Professional assists peers in navigating social service systems, models successful recovery, accompanies peers to appointments when necessary, facilitates recovery groups, and actively participates in recovery planning. The Peer Recovery Professional guides peers in their recovery journey and helps them obtain external support through personal experiences and encouragement.
Qualifications:
Experienced in recovery and actively participating in a recovery program or way of life.
Demonstrated ability to network within the recovery community.
Understanding and commitment to the voluntary nature of Paragon BHC, supporting the organization's Vision and Mission.
Previous experience in crisis intervention, counseling, or a related field is highly desirable.
Ability to remain calm and focused under pressure.
Empathy and a genuine desire to help others.
Knowledge of mental health resources and services.
Familiarity with crisis intervention techniques and protocols.
Ability to work effectively with people, accessing community resources.
Capability to articulate positive effects of personal recovery experience to assist others.
Lived experience in recovery, willingness to undergo toxicology screening when requested, and a minimum of 2 years of continuous recovery.
Availability to work weekend and evening hours with advance notice.
Cross-cultural skills and experience working with culturally diverse populations.
Clear or acceptable background check from Colorado Bureau of Investigations (CBI).
Valid Colorado Driver's License (DMV report required), acceptable driving record, and active full coverage auto insurance.
Competency in computer skills, proficiency in MS Office Suite.
Fluency in spoken, written, and read English; bilingual in English/Spanish preferred.
Essential Duties and Responsibilities:
Conduct intake through an initial interview with peers, completing all necessary paperwork, and providing an orientation to Paragon BHC's services and support.
Conduct recovery coaching sessions and facilitate recovery support groups for peers.
Identify and lead group sessions on important topics, including recovery, criminal justice, legal aid, health care, mental health care services, employment, social services, housing, and other relevant subjects.
Maintain comprehensive documentation of participant services as required.
Participate in supervision meetings conducted by agency management.
Attend other meetings as scheduled by agency management.
Assist in organizing meetings, forums, and events for Paragon BHC when appropriate.
Present a positive representation of recovery to the community at all times.
Provide timely and empathetic responses to crisis calls, messages, or situations.
Assess the severity of the crisis and collaborate with emergency services when necessary to ensure the safety of individuals in crisis.
Connect individuals with appropriate resources and services, including mental health professionals, social services, and community support.
Collaborate with the multidisciplinary team to develop integrated clinical formulations and safety plans.
Support crisis stabilization programming
Engage in Crisis Prevention and Intervention training and respond to behavioral health emergencies as needed.
Provide support for clients' daily activities and parenting, fostering positive relationships and structured routines.
Collaborating with the team to support service plans specifying goals and actions, ensuring participation and identifying a course of action, including transition plan development.
Submit Progress Summaries and referral packets to referring agencies with ongoing recommendations and maintain contact.
Maintain a comprehensive knowledge of available resources and stay informed about relevant community services.
Maintain confidentiality and adhere to ethical standards in handling sensitive information.
Foster positive relationships with external agencies, organizations, and community partners.
Perform other duties as assigned.
Education:
High School Diploma
Experience:
Experienced in recovery and actively participating in a recovery program or way of life: 2 years
Additional Requirements:
Valid driver's license and proof of automobile insurance.
Candidates commuting to the area will be considered.
Job Type: Hourly
$22-$25 per hour
12 hour shifts with evenings on-call
Benefits
Health, dental, vision, and life insurance
Flexible work hours
Discretionary Time Off (DTO)
401(k)retirement plan
Employee Assistance Program (EAP)
Professional development support
Referral bonuses
Diversity & Inclusion
Paragon Behavioral Health Connections is committed to fostering a diverse, inclusive, and equitable workplace. We strongly encourage applications from candidates of all backgrounds, identities, and experiences.
Workers' Compensation Claim Specialist (CO)
Greenwood Village, CO job
Workers' Compensation Claim Specialist (CO jurisdiction, some UT possible)
Hours: Monday - Friday, 8:00 AM to 4:30 PM
Salary Range: $60,000-$98,000 (experience considered)
Build Your Career With Purpose at CCMSI
At CCMSI, we partner with global clients to solve their most complex risk management challenges, delivering measurable results through advanced technology, collaborative problem-solving, and an unwavering commitment to their success.
We don't just process claims-we support people. As the largest privately owned Third Party Administrator (TPA), CCMSI delivers customized claim solutions that help our clients protect their employees, assets, and reputations. We are a certified Great Place to Work , and our employee-owners are empowered to grow, collaborate, and make meaningful contributions every day.
The Workers' Compensation Claim Specialist is responsible for the investigation and adjustment of assigned claims. This position may be used as an advanced training position for promotion consideration for supervisory/management positions. The Claim Representative is accountable for the quality of claim services as perceived by CCMSI clients and within our corporate claim standards.
Important - Please Read Before Applying
This is a true insurance claims adjusting role, not an HR, benefits, safety, consulting, or administrative position. Candidates must have direct experience investigating, evaluating, reserving, negotiating, and resolving claims as an adjuster or adjuster supervisor within a carrier, TPA, or similar claims environment. Applicants without hands-on adjusting experience will not be considered.
Responsibilities
When we hire adjusters at CCMSI, we look for professionals who understand that every claim represents a real person's livelihood, take ownership of outcomes, and see challenges as opportunities to solve problems.
Investigate, evaluate and adjust claims in accordance with established claim handling standards and laws.
Establish reserves and/or provide reserve recommendations within established reserve authority levels.
Review, approve or provide oversight of medical, legal, damage estimates and miscellaneous invoices to determine if reasonable and related to designated claims. Negotiate any disputed bills or invoices for resolution.
Authorize and make payments of claims in accordance with claim procedures utilizing a claim payment program in accordance with industry standards and within established payment authority.
Negotiate settlements in accordance within Corporate Claim Standards, client specific handling instructions and state laws, when appropriate.
Assist in the selection, referral and supervision of designated claim files sent to outside vendors. (i.e. legal, surveillance, case management, etc.)
Review and maintain personal diary on claim system.
Assess and monitor subrogation claims for resolution.
Compute disability rates in accordance with state laws.
Effective and timely coordination of communication with clients, claimants and other appropriate parties throughout the claim adjustment process.
Provide notices of qualifying claims to excess/reinsurance carriers.
Compliance with Corporate Claim Handling Standards and special client handling instructions as established.
Qualifications What You'll BringRequired
Demonstrated knowledge of workers' compensation claim handling, including indemnity claims
Experience managing multiple client accounts across varied industries
Colorado workers' compensation claim experience
Strong analytical, organizational, and problem-solving skills with consistent attention to detail
Ability to manage competing priorities in a fast-paced claims environment
Excellent written and verbal communication skills with internal and external stakeholders
Strong customer service orientation with a commitment to accurate, compliant claim outcomes
Reliable, predictable attendance during established client service hours
Nice to Have
Experience handling claims in Utah
Professional designations such as AIC, ARM, or CPCU
Bilingual (Spanish) proficiency - highly valued for communicating with claimants, employers, or vendors, but not required
Why You'll Love Working Here
4 weeks PTO + 10 paid holidays in your first year
Comprehensive benefits: Medical, Dental, Vision, Life, and Disability Insurance
Retirement plans: 401(k) and Employee Stock Ownership Plan (ESOP)
Career growth: Internal training and advancement opportunities
Culture: A supportive, team-based work environment
How We Measure Success
At CCMSI, great adjusters stand out through ownership, accuracy, and impact. We measure success by:
Quality claim handling - thorough investigations, strong documentation, well-supported decisions
• Compliance & audit performance - adherence to jurisdictional and client standards
• Timeliness & accuracy - purposeful file movement and dependable execution
• Client partnership - proactive communication and strong follow-through
• Professional judgment - owning outcomes and solving problems with integrity
• Cultural alignment - believing every claim represents a real person and acting accordingly
This is where we shine, and we hire adjusters who want to shine with us.
Compensation & Compliance
The posted salary reflects CCMSI's good-faith estimate in accordance with applicable pay transparency laws. Actual compensation will be based on qualifications, experience, geographic location, and internal equity. This role may also qualify for bonuses or additional forms of pay.
Visa Sponsorship:
CCMSI does not provide visa sponsorship for this position.
ADA Accommodations:
CCMSI is committed to providing reasonable accommodations throughout the application and hiring process. If you need assistance or accommodation, please contact our team.
Equal Opportunity Employer:
CCMSI is an Affirmative Action / Equal Employment Opportunity employer. We comply with all applicable employment laws, including pay transparency and fair chance hiring regulations. Background checks are conducted only after a conditional offer of employment.
Our Core Values
At CCMSI, we believe in doing what's right-for our clients, our coworkers, and ourselves. We look for team members who:
Lead with transparency We build trust by being open and listening intently in every interaction.
Perform with integrity We choose the right path, even when it is hard.
Chase excellence We set the bar high and measure our success. What gets measured gets done.
Own the outcome Every employee is an owner, treating every claim, every decision, and every result as our own.
Win together Our greatest victories come when our clients succeed.
We don't just work together-we grow together. If that sounds like your kind of workplace, we'd love to meet you.
#CCMSICareers #EmployeeOwned #GreatPlaceToWorkCertified #ESOP #WorkersCompensation #HybridWork #ClaimsAdjuster #InsuranceCareers #WorkersCompSpecialist #AdjusterJobs #CareerAdvancement #FlexibleWork #ExperiencedAdjuster #WorkComp #IND123 #LI-Hybrid
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Auto-ApplyExecutive Assistant / Office Manager
Denver, CO job
Winged Keel Group is the premier national high-end life insurance platform. With 11 offices nationally, the firm specializes in the structuring, implementation, and administration of Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios.
Position Summary:
Seeking a dynamic self starter with exceptional critical thinking and problem solving skills. The Executive Assistant will be providing a high level of service to one Principal, helping them coordinate extremely active calendars, meetings (internal and external), travel, and speaking with ultra-affluent clients and advisors in a professional and gracious manner. Support to other Principals will also be expected. To be successful, the Executive Assistant will need to work cooperatively with the other Executive Assistants to support each other, and coordinate calendars and events with the other Principals in the firm. This role also includes overseeing all operational aspects to keep the office running efficiently.
Position Responsibilities:
Executive Assistance:
Heavy calendar management in MS Outlook
Schedule internal and external client meetings (both in person and via Zoom or MS Teams)
Update and manage scheduling lists, contact lists, and task lists
Coordinate and manage travel itinerary
Entering and maintaining detailed client information in a CRM database
Develop strong familiarity with clients, carriers, and client relations.
Screen incoming phone calls
Exercise superior judgment on transferring calls, taking messages, or getting the caller to the appropriate party
Draft emails
Take an active interest in the Principal's activities and be anticipatory and proactive with deliverables
Become familiar with Principal's Top 20 cases/clients/advisors
Draft emails, memo's, letters
Office Management:
Manage supplies and office inventory
Manage all issues related to office upkeep (working with building management to resolve any fixes in the offices, etc)
Oversee office kitchen inventory and set up
Replenish paper in copy machines
Maintain organization and cleanliness in office
Manage miscellaneous special projects
Manage sorting and distribution of mail
Ideal Candidate Will Possess the Following:
Minimum of 4-6 years of experience working as an Executive Assistant experience (in the Financial Services industry a plus)
Experience supporting Senior executives
Ability to function effectively while under pressure in a fast paced and evolving environment
Ability to juggle many tasks at once, and quickly shift gears and re-prioritize as needed
Ability to remain patient, flexible, and focused
Superior communication/interpersonal skills both verbal and written
Superior follow through, and organizational and task management skills
Superior response time to heavy email communications
Highly detail oriented with superior follow through
Extremely presentable and articulate
Team player
Strong customer service orientation
Strong initiative to accomplish tasks, meet deadlines, and take an active interest in current projects
Strong initiative to understand our business and key relationships to perform more effectively
Proficient in Microsoft Word, Excel, and Outlook
Experience with heavy calendar management using Outlook
Positive, pro-active, can-do attitude
Compensation / Benefits:
Attractive annual compensation package is commensurate with experience.
Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
Eligible for annual bonus based on firm's net profit and employee's job performance - (profit sharing)
Auto-ApplyMarket Solutions Consultant - Northern Colorado
Flood & Peterson Insurance job in Greeley, CO
Join Our Team as Market Solutions Consultant!
We are seeking a Market Solutions Consultant who is detail-oriented, client-focused, and excited to grow within the insurance industry. This role is ideal for someone who enjoys designing insurance programs, building strong carrier relationships, and delivering smart, strategic solutions for clients.
About the Role
In this role, you'll collaborate with Risk Advisors, Client Service Teams, and insurance carriers to support the placement of new and renewal business. You'll be responsible for structuring insurance programs, analyzing coverage, preparing proposals, and maintaining accurate policy data. Your ability to navigate carrier markets, identify competitive solutions, and support client needs will be key to your success. This role is ideal for someone who enjoys problem-solving, values teamwork, and is looking to build a long-term career in commercial insurance marketing and placement.
What You'll Do
Design and Negotiate Insurance Programs: Structure coverage, limits, deductibles, and exposures to create competitive, customized insurance solutions for clients.
Collaborate Across Teams and Carriers: Work with Client Service Teams to gather client information and with underwriters in both Standard and E&S markets to negotiate program terms and pricing.
Manage Submissions, Proposals, and Policy Issuance: Prepare and update submissions and proposals, retrieve quotes, and issue policies to support efficient and accurate placement.
Analyze and Compare Coverage: Conduct audits and comparisons of current insurance programs to ensure clients receive optimal protection and value.
Maintain Accurate Systems and Documentation: Make sure policy data is current and complete in Agency Management Systems to support compliance and operational efficiency.
Communicate Placement Outcomes: Notify non-binding carriers of placement decisions to maintain transparency and professionalism.
Deliver Exceptional Service and Meet Goals: Provide high-quality service to clients and internal teams while achieving individual and departmental performance targets.
Other Key Tasks: Follow company workflows, stay informed on market trends, and travel up to 33% to support client and carrier engagement.
What You Bring
Education and Work Experience: Bachelor's degree from four-year college or university; 5 or more years' experience in P&C insurance environment, with 3 or more years in insurance product development; or equivalent combination of education and experience
License or Certification Requirements:
Possess and maintain a Colorado P&C license
Possess and maintain designation of CIC or equivalent and willingness to pursue additional designations as needed (e.g. CPCU, CRM, ARM, AAI, etc.)
Current Colorado driver's license and acceptable MVR
Analytical Thinking: Able to review coverage and design smart insurance solutions.
Detail-Oriented: Keeps submissions and policy data accurate and organized.
Adaptable: Works well in a fast-paced, changing environment.
Why Join Us?
Growth Opportunities: Access to professional development and certifications
Supportive Culture: Be part of a team that values collaboration, integrity, and continuous learning.
Flexible Work Options: Upon completion of training enjoy a customizable schedule that can include up to two days remote, alternating 5-day & 4.5-day work weeks, and flexibility in start and end times.
Comprehensive Benefits: Enjoy a competitive salary, healthcare options, retirement plans, and more.
Salary Range - Starting pay for this exempt position is $70,000 - $95,000 annually. Pay may exceed this range for well-qualified candidates, commensurate with experience. In addition to regular pay, this position is eligible to participate in our annual performance incentive program.
Benefits - At Flood and Peterson all full-time employees are eligible for benefits, including Medical, Dental, Vision, and Life insurance, paid time off, paid holidays, and paid Volunteer Time Off. Full-time employees are also eligible to participate in our 401k plan, which includes both safe harbor and discretionary matching.
Flood and Peterson Values: At Flood and Peterson, we are dedicated to our Employees, Clients, Communities, and Strategic Partners. Our values guide everything we do:
Integrity - We uphold the highest standards, acting with honesty, trust, and the courage to do what's right.
Gratitude - We show kindness and respect, appreciating each other, our clients, and our community.
Knowledge - We lead through learning, sharing insights, and embracing diverse experiences to educate and grow together.
Commitment - We take responsibility, prioritize teamwork, and dedicate ourselves to fulfilling the Flood & Peterson promise.
Impact - We strive for meaningful results, aiming to build a lasting legacy through positive influence and service.
Employee Benefits Account Manager
Colorado Springs, CO job
Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Employee Benefits Account Manager for our Colorado Springs or Lakewood, CO office.
The Employee Benefits Account Manager is responsible for assisting the Employee Benefits Producer is producing new business while maintaining existing policies for the clients.
Some of the responsibilities for the Employee Benefits Account Manager include:
Acting as the primary contact between clients, prospect, agency, and producer
Working hand-in-hand with the Producer to generate proposal presentations
Maintaining positive relationships with the insurance carriers to satisfy the clients' needs and facilitate the processing of business
Location:
Colorado Springs or Lakewood, CO
Hybrid schedule for qualified candidates
Experience:
1-3 years industry experience
Education/Certification:
Group I Life and Health Agent's license preferred
Perks & Benefits:
Generous employee benefits package which includes a robust wellness program
Employee Ownership Opportunities
Career progression opportunity - the potential for growth within the company
Supervisor, Conveyance, Field Services
Broomfield, CO job
Are you an experienced professional motivated to directly manage the day to day operations of an operations team while maintaining client satisfaction? Are you able to manage a team of employees responsible for a specific function including but not limited to First Time Vacant Review, REO, Bid Processer, Asset Registration and Conveyance Coordination? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with such talents and skills. If you possess executive presence and confidence in your ability then now is the time to join our team and become a part of something big.
A DAY IN THE LIFE
In this role, you will…
· Respond to audit and non-compliance issues in a timely and consistent manner
· Support daily interaction with our clients and maintain close relationships to ensure complete client satisfaction
· Ensure work activities achieve the volume expected and meet quality requirements daily
· Monitor performance of staff members according to established standards and enforce disciplinary actions when necessary
WHO YOU ARE
You possess …
· Previous leadership experience
· A desire to train and motivate your team - you will lead by example
· The understanding the needs of your team members, adapt and adjust to meet those needs
· The ability to build rapport with your team, stay involved with your team and help them meet their goals
· The ability to create processes to help your team meet their goals, in turn you then meet your goals
· Experience with governmental regulations, such as Fannie Mae, Freddie Mac, and HUD
· The ability to oversee all processes
Responsibilities
· Manage a team of employees responsible for a specific function including but not limited to First Time Vacant Review, REO, Bid Processing, Asset Registration and Conveyance Coordination
· Respond to audit and non-compliance issues as discovered
· Develop and maintain client relationships
· Maintain strong focus on trending, QC/QA and reporting
· Maintain both quality and productivity goals on a daily basis
· Handle interviewing, hiring, and disciplinary needs of staff
· Handle incoming phone calls as needed
· Perform all other duties as assigned
Qualifications
· High School Diploma or equivalent preferred - Bachelor's Degree preferred
· Previous leadership experience
· Strong verbal and written communication skills required
· Ability to excel in a high-impact position within a fast-paced, deadline driven environment
· Must be proficient in Microsoft software products
· Previous experience with property management, construction, and property insurance a plus
· Experience in working with P&L preferred
· Basic understanding of local laws and ordinances regarding property condition is ideal
· Previous mortgage servicing and/or property preservation experience preferred
· Experience with government regulations, such as Fannie Mae, Freddie Mac, and HUD
· Special training will include client guidelines and business rules, user review guide, classroom training, system training and side by side training
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Auto-ApplyExecutive Underwriter, Middle Market Technology
Denver, CO job
We are seeking an experienced Executive Underwriter to underwrite middle market technology accounts focused on Property & Casualty and Technology Errors & Omissions (Tech E&O). This role combines autonomous underwriting authority with commercial development: you will manage a portfolio of brokers and clients, underwrite complex/mid-to-large risk technology accounts, price risk analytically, and shape product and go-to-market strategy for the technology vertical.
Responsibilities:
Risk Selection: Reviews, rates, underwrites, evaluates, or assesses the business applying for insurance by qualifying accounts, identifying, selecting and assessing risks, determining the premium, policy terms and conditions, obtaining approvals, creating/presenting the proposal to the agent/broker, and successfully negotiating deals.
Agent/Broker Relationships: Demonstrates a high level of responsiveness and focus on supporting Agents and Brokers objectives. Establishes, develops, and maintains successful relationships with Agents and Brokers to facilitate marketing of products, through responsive service, site visits, in person renewal meetings or enhanced knowledge of their customers businesses. Develops strong personal brand to build and maintain a long-term quality pipeline with Agents/Brokers.
Portfolio Management: Manages a sizable and complex book of technology business by analyzing the portfolio, identifying areas of opportunity for improved growth, profit and diversification, and executing marketing plans to increase market share by making marketing calls to brokers to market and cross market.
Documenting the Deal: Documents files in a way that reflects a solid thought process and decision making through comprehensive account reviews, sign-offs and referrals that comply with state regulations, letter of authority, and underwriting guidelines.
Leadership: Formally guides, mentors, and coaches underwriters and account analysts in both technical and professional skills. Demonstrates an area of expertise and provides regular updates to other underwriters.
Continuous Improvement: Actively participates in continuous improvement by generating suggestions, participating in problem solving activities and using continuous improvement tools to support the work of the team.
Qualifications
Degree in Business or equivalent typically required
A minimum of 7 years expected, typically 10 years or more, of progressive underwriting experience and/or other related business experience
CPCU or professional insurance designation preferred
Proven analytical ability to evaluate and judge underwriting risks within scope of responsibility
Demonstrated ability to communicate complex analyses and information in understandable written and/or oral directives to other persons in the organization for underwriting or training purposes
Demonstrated effective communication and interpersonal skills in dealing with internal and external stakeholders
Must demonstrate comprehension of most complex technical underwriting issues and be capable of defining and implementing necessary underwriting and administrative processes/workflows to properly manage or administer those issues
Proven track record of developing and underwriting profitable business
About Us
Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: ***********************
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Fair Chance Notices
California
Los Angeles Incorporated
Los Angeles Unincorporated
Philadelphia
San Francisco
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Auto-ApplyLoss Control Consultant
Denver, CO job
We are seeking a Loss Control Consultant to join our team, working under the guidance of the Loss Control Team Lead to support a portfolio of high-value real estate clients. In this role, you will serve as the system administrator for our Risk Management Platform, a critical tool used to track, analyze, and mitigate risks across diverse property types. You will also coordinate and report on loss control initiatives, ensuring our clients have the insights they need to safeguard their investments.
Your clients include owners and operators of:
* Medical office buildings
* Multifamily apartments
* Student housing communities
* Senior living facilities
* Light industrial properties
This position offers the opportunity to combine technical expertise with risk management strategy, directly contributing to the protection and performance of complex real estate assets.
Essential Duties, Responsibilities, and Key Results Areas
* Support implementation of loss control initiatives, with emphasis on:
o Property risk mitigation strategies
o Risk and safety audit tools
o Water intrusion prevention and remediation plans
o Winterization protocols
* In coordination with vendors, help administer and maintain the Risk Management Platform, including location databases and user credentials
* Deliver end-user training to ensure effective system utilization
* Collaborate with asset managers and property teams to resolve open items and drive compliance
* Manage project plans, tracking timelines, milestones, and deliverables for defined loss control initiatives
* Coordinate with Lockton, clients, and operating partners to assess and manage loss exposures
* Prepare and submit weekly status reports.
* Analyze loss data to identify trends and ensure initiatives address leading risk factors
* Contribute to continuous improvement, recommending and implementing effective controls in partnership with the Lockton Loss Control Team Lead
* Perform additional duties as assigned to support overall risk management objectives
Ideal Candidate Attributes
The successful candidate will bring a blend of technical expertise, relationship-building skills, and problem-solving ability. Key attributes include:
* Professional Experience
o Prior background in Risk Management, Safety, or Loss Control
o Proficiency with PC operations and a variety of standard, custom, and web-based applications
* Relationship & Communication Skills
o Strong drive to build and sustain meaningful partnerships with clients, operating partners, and service providers
o Ability to clearly convey technical information to non-technical audiences, both in group presentations and one-on-one settings
* Analytical & Operational Strengths
o Skilled at identifying potential hazards requiring immediate attention and evaluating existing controls
o Capable of coordinating effectively with diverse stakeholders in the loss control process
o Adept at managing multiple, complex project plans while prioritizing tasks to maximize efficiency and productivity
o Flexible and resilient in adapting to shifting work conditions, deadlines, and timelines in a fast-paced environment
o Independent, resourceful, and able to apply critical thinking and problem-solving skills with minimal supervision
#LI-OE1
Enterprise Account Executive
Denver, CO job
As an Enterprise Account Executive at AgentSync, you will play a critical role in driving growth through new logo acquisition across some of the largest Insurance Carriers, Agencies, and MGAs in the United States. You will be responsible for researching, creating, and pursuing new business opportunities, while also driving expansion revenue within a small book of existing Enterprise accounts. Enterprise Account Executives are responsible for leading a cross functional team selling motion to ensure a world class customer experience as we help them understand and realize the value of the AgentSync offerings.
Sales Mission Statement:
AgentSync Sales is committed to delivering value based outcomes and customer love, leaving a legacy of excellence and impact.
We hold ourselves to the highest standards of accountability and curiosity while embracing team selling and a spirit of continuous learning. We celebrate our victories and find opportunities for growth in our challenges. Together, we will unite our strengths to crush our goals, catapult our careers and find joy in the journey!
What you'll do:
Exceed annual and quarterly sales targets (Ramped quota in first fiscal year)
Own and manage the full sales cycle (e.g. opportunity creation, qualification, discovery, product demonstration, pricing and proposals, negotiation, closed won/lost, etc.) and sales outcomes within AgentSync's culture and values - most especially, Customer Love
Generate pipeline at high velocity in net new insurance carrier, agency, and MGA accounts.
Collaborate closely and effectively with customers via a consultative, solution selling, and leveraging our customer engagement process to drive continuity across every phase of the sales cycle
Receive weekly coaching and feedback from your manager, which you will then implement into your sales processes.
Manage sales cycles using the MEDDIC sales framework
Intimately understand our customers' goals, current business processes and solutions, pain and gain points, budgets, and business outcomes they're trying to solve for with AgentSync
Communicate clearly and accurately with internal teams re: your new sales pipeline generation, current sales pipeline/funnel updates, accurate forecasting, new prospective customer requirements, and closed-loop product feature feedback, etc
Work cross-functionally with technical and implementation teams to deliver comprehensive professional services, leading to exceptional customer outcomes.
Create and iterate on foundational best practice process, tools, measurement, and the critical foundations of a world-class Sales function
Your experience:
5+ Years B2B Enterprise SaaS experience in Senior Account Executive/Sales roles
1+ years in insurance, financial services, compliance, legal, government, consulting etc. (legacy industries)
Demonstrated top performer with a track record of meeting and exceeding annual ARR quotas of $1M + with average deal sizes of $250K+
Experience with C Level Sales and relationship management.
Excellent data-driven, process-driven, methodical, and consultative sales process and mechanics
Strong pipeline generation, management, and forecasting skills
Natural problem-solver: comfortable with complexity and ambiguity; able to both delve into the details and operational tactics, and engage meaningfully on the big picture and overall strategy
Proactive and passionate: independently solving conceptual problems, and delivering results in challenging situations
High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business
Don't meet every single requirement?
At AgentSync we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
About us:
AgentSync is a powerful, easy-to-use Compliance as a Service solution, directly integrating regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so we can automate the critical business processes associated with these compliance requirements.
We're a new-school solution tackling an age-old, ubiquitous problem with smart technology and automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.
Salary:
$125,000 - $145,000 base (based on sales focus, segment and experience) // $250,000-$290,000 OTE
Additionally, this role is eligible to participate in AgentSync's equity programs.
Benefits:
100% Company Paid Healthcare Insurance (for you and any dependents)
Medical
Dental
Vision
Parental leave and return to work childcare stipend
Financial Benefits
401(k) retirement savings plan
Other Benefits
Unlimited PTO
11 paid holidays per year
Continued Education Stipend
Coffee, full stocked snack bar, lunches provided
Candidates: AgentSync Recruiting & Talent teams will only communicate with you ******************* email addresses. When you receive communication from AgentSync, check the email address domain to ensure you're connected with our team (and not a scammer!).
Executive Underwriter/Sr. Account Specialist: Inland Marine
Denver, CO job
What part will you play? If you're looking for a place where you can make a meaningful difference, you've found it.
The work we do at Markel gives people the confidence to move forward and seize opportunities, and you'll find your fit amongst our global community of optimists and problem-solvers. We're always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to underwrite new business and renewals in a profitable manner and according to authority level and established guidelines, and participate in special projects having an impact on the business. Assigned larger and more important agents/brokers. Utilize underwriting tools to determine accurate classifications, rates, and premium charges. Understand state laws, including cancellation and non-renewal, within assigned territory to properly transact business within each state. Knowledgeable in coverage forms and policy language; appropriate utilization of forms and exclusions. Assist with resolving premium audit disputes within assigned agents/brokers. Able to provide coaching to others.
Markel Wholesale & Specialty West Region is seeking an Executive Underwriter with a focus on Inland Marine to join our team.
What you'll be doing:
Reviewing, analyzing, accepting, and declining inland marine risks to ensure profitability for Markel.
Communicating with underwriting management on individual accounts, current and proposed producers, and to make recommendations concerning operations, systems and procedures when appropriate.
Underwrite and select new business that will produce an underwriting profit.
Review submissions and identify exposure and risk from information provided.
Underwrite renewal business review terms, conditions and pricing and handle related account servicing.
Monitor producers for profitability and production.
Monitor results of the overall book of business assigned; and recommend corrective action as necessary.
Develop and maintain productive relationships within assigned region and product line management.
Participate in audits and/or underwriting meetings as required.
Cross-sell opportunities with other Markel divisions through the promotion of Markel's products and services.
Coordinate with other Markel platforms on common accounts.
Travel within the West Retail region.
What we're looking for:
Minimum 5+ years of current experience underwriting profitable Admitted inland marine or related business (position title will depend upon experience);
Bachelor's degree and industry designations (proven, outstanding experience can be substituted for education);
Proven outstanding reputation with wholesale and retail distribution;
Knowledge of pricing accounts using loss rating and actuarial modeling tools/techniques;
Ability to work in a fast paced environment;
Proven excellent customer service skills;
Demonstrated technical knowledge and skills reflective of progression of positions of increasing responsibility;
Must have excellent oral and written communication skills;
Superb MS Office and underwriting system skills;
Strong analytical and organizational skills;
Must be a team player that enjoys a flexible and spontaneous business environment.
US Work Authorization
US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.
Pay information:
The base salary offered for the successful candidate will be based on compensable factors such as job-relevant education, job-relevant experience, training, demonstrated competencies, geographic location, and other factors. The base salary range for the Executive Underwriter/Sr. Account Executive Position is $116k - $159k with a 30% bonus potential.
Who we are:
Markel Group (NYSE - MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.
We're all about people | We win together | We strive for better
We enjoy the everyday | We think further
What's in it for you:
In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work.
We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees' needs at all stages of life.
All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance.
We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave.
Are you ready to play your part?
Choose ‘Apply Now' to fill out our short application, so that we can find out more about you.
Caution: Employment scams
Markel is aware of employment-related scams where scammers will impersonate recruiters by sending fake job offers to those actively seeking employment in order to steal personal information. Frequently, the scammer will reach out to individuals who have posted their resume online. These "job offers" include convincing offer letters and frequently ask for confidential personal information. Therefore, for your safety, please note that:
All legitimate job postings with Markel will be posted on Markel Careers. No other URL should be trusted for job postings.
All legitimate communications with Markel recruiters will come from Markel.com email addresses.
We would also ask that you please report any job employment scams related to Markel to ***********************.
Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.
Should you require any accommodation through the application process, please send an e-mail to the ***********************.
No agencies please.
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