Franklin Insurance Agency jobs in San Jose, CA - 2478 jobs
Customer Service Representative (4-40 needed)
Brightway Insurance 4.4
Jacksonville, FL job
Brightway Insurance is a leading property and casualty insurance distribution company with over 300 franchise locations in 35 states. We pride ourselves on delivering exceptional customer experiences and empowering our agents with innovative tools and support. We are currently seeking Customer Service Representative (CSR) to join our team
Position Summary:
As a CSR, you will play a key role in ensuring our clients receive excellent service and support. You'll assist both new and existing customers by answering questions, processing changes to policies, handling billing inquiries, and supporting sales efforts when needed.
Responsibilities:
Provide exceptional customer service to policyholders via phone, email, and in-person interactions
Assist clients with policy changes, billing inquiries, claims, and general insurance questions
Educate clients on available coverages, products, and discounts
Maintain accurate records in our CRM and carrier systems
Collaborate with agents and producers to ensure a seamless customer experience
Support retention efforts by identifying opportunities for cross-selling and upselling
Qualifications:
High school diploma or equivalent required; college degree a plus
4-40 Customer Service License required
1+ years of experience in insurance or a customer service-related role preferred
Strong communication and interpersonal skills
Detail-oriented with excellent organizational abilities
Proficient in Microsoft Office Suite and comfortable learning new software
Why Join Us?
Competitive salary plus performance bonuses
Opportunities for career growth and professional development
Supportive team environment
Work that makes a difference in people's lives
$27k-33k yearly est. 1d ago
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General Superintendent
Hays 4.8
Palm Beach, FL job
Job Title: Construction Superintendent - Healthcare Projects
Job Type: Full-Time
Responsibilities:
Oversee and manage all aspects of construction projects from planning to completion with specific experience in healthcare projects.
Coordinate and supervise subcontractors, suppliers, and on-site personnel.
Ensure compliance with safety regulations and building codes.
Develop and maintain project schedules, ensuring timely completion.
Monitor project progress and make adjustments as necessary.
Conduct regular site inspections to ensure quality standards are met.
Resolve any issues or conflicts that arise during construction.
Prepare and submit progress reports to stakeholders.
Manage project budgets and control costs.
Ensure all documentation is up-to-date and accurate.
Qualifications:
Proven experience as a Construction Superintendent or in a similar role.
In-depth knowledge of construction procedures, equipment, and OSHA guidelines.
Strong leadership and management skills.
Excellent organizational and time-management abilities.
Ability to read blueprints, schematics, and construction documents.
Strong communication and interpersonal skills.
Proficiency in construction management software.
Bachelor's degree in construction management, engineering, or a related field (preferred).
$81k-102k yearly est. 2d ago
Sales Representative
Brightway Insurance 4.4
Fruit Cove, FL job
Are you self-motivated, eager to grow, and excited to build relationships? The Bavier Agency- an independent, Brightway-affiliated agency- is hiring on behalf of Brightway corporate for a Sales Representative in St. Johns, FL. Join Brightway Insurance-one of the nation's fastest-growing independent personal-lines agencies-and start your path toward a rewarding insurance sales career.
Why Brightway?
Uncapped commission: Your earning potential is limitless.
Top-tier training & mentorship: You'll learn from seasoned agents, with a clear roadmap from day one.
Strong culture & brand: Join a team that values integrity, client-first service, and flexibility.
The Role: Sales Representative
Build genuine relationships and guide clients through personalized insurance options including Auto, Home, Flood, Motorcycle, Camper, Umbrella, etc. We streamline admin work so you can focus on selling and caring for clients.
What You'll Do:
Engage prospects through thoughtfully provided leads and your own outreach.
Use consultative sales techniques to assess and match client needs.
Maintain lasting relationships that encourage renewals.
Track and exceed targets for quotes, new business, and retention.
What You Bring
A high school diploma (or equivalent); college experience is a plus.
No prior insurance experience required-your coachable attitude and work ethic matter most.
Strong communication skills and a knack for building rapport.
Self-driven and organized-you'll thrive in a supportive but autonomous setting.
Coachable, eager to learn, and ready to grow in a fast-paced environment.
Analytical mindset for understanding coverage and underwriting details.
Ready to Build Something Great?
If you're driven, personable, and eager to start earning-and learning-apply today!
$50k-59k yearly est. 3d ago
Leasing Analyst
Hays 4.8
West Palm Beach, FL job
Hays is partnered with a prominent real estate company who are rapidly growing and looking to add a Senior Lease Analyst to their team.
Your new role
Summarize leases and maintain precise lease-related data in Yardi.
Oversee lease entry and approvals in Yardi during acquisitions.
Regularly audit lease data and provide updated reports.
Conduct Rent Reviews and CPI Rent Increase Escalations.
Examine critical lease data, including dates, rates, options, and clauses, to ensure compliance.
Participate in budgeting and forecasting processes.
Prepare CAM Estimates and Reconciliations.
Collaborate with various departments on company projects and initiatives.
Generate all tenant-related billings, ensuring accurate tenant ledgers.
What you'll need to succeed
5 years of property operations/real estate accounting experience
Experience abstracting, analyzing, and interpreting real estate leases
Experience with GAAP and real estate property accounting
Proficient with Yardi and other commercial software programs
What you'll get in return
You will receive a comprehensive compensation package that encompasses a competitive salary, benefits, bonus and the opportunity to join a team dedicated to building well-connected and culturally enriched communities.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
$48k-66k yearly est. 1d ago
Payroll Division Leader: Growth & Partnerships
Acrisure, LLC 4.4
Miami, FL job
A financial solutions provider is seeking a Payroll Division Manager to lead market penetration through targeted payroll campaigns. This role involves managing a team, achieving sales goals, and developing partnerships while maintaining organizational culture. The ideal candidate will possess strong communication and interpersonal skills, with 3-5 years of sales management experience. Benefits include comprehensive medical, dental, mental wellness support, and a 401(k) plan.
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$48k-99k yearly est. 1d ago
Director, FP&A
Lynx 4.6
Tampa, FL job
Reports To
Chief Financial Officer
Compensation
$175,000 - $200,000 salary + Bonus Eligible
Who we are
Lynx delivers modular, open standards-based software solutions that redefine the economics of developing, deploying, and maintaining high assurance, mission critical edge platforms. These secure edge computing solutions are designed to drive innovation and operational excellence in today's most demanding environments. From advancing aerospace and defense capabilities to transforming commercial and industrial systems, Lynx collaborates across a wide range of industries, including automotive, medical, and critical infrastructure, to deliver tailored, high assurance solutions aligned with specific mission and operational requirements.
Our key products and services
LYNX MOSA.ic: A software platform that can include a LYNX safety-critical real-time operating system. MOSA.ic's modular design provides robust support for multicore processing. It allows different operating systems and applications of different criticality levels to be run on separate cores for improved performance, reliability, and security.
CoreSuite 2.0: A suite of graphics libraries and tools that enable GPU hardware acceleration for both graphics and "GPU Compute", supporting applications such as machine learning and AI processing in edge devices.
MOSA.ic.SCA and Vigiles, tools that provide Software Bill of Materials (SBOM) and Common Vulnerabilities Exposure (CVE) management for embedded Linux-based and other applications.
Software development services for high-reliability applications that can include initial setup of a "DevSecOps" development environment, software application development, and long-term product lifecycle management.
Position Summary
The Director, FP&A is a key member of the Lynx finance team and is responsible for overseeing the financial planning, analysis, and reporting functions for Lynx and its affiliated companies. Working closely with the Chief Financial Officer, FP&A Manager, Private Equity team and other functional leaders across go-to-market, delivery, R&D, HR, and other support functions. The Director, FP&A executes critical financial processes including weekly revenue forecasting, monthly financial reporting and analysis, annual planning and budgeting, forecasting, and KPI tracking and reporting. This position will play an integral role in helping Lynx achieve its strategic goals by leveraging Lynx's business applications to improve operational visibility and business intelligence and contributing to merger & acquisition activities.
Responsibilities
Develop a monthly and weekly cadence for various forecasts and financial performance reports
Communicate performance and budgets with business leaders
Prepare monthly financial reporting packages for management and external stakeholders
Play an integral finance role with the company's merger & acquisition activities, managing the consolidation of financials and modeling
Execute the development of Lynx's annual budget and periodic forecasts; manage these processes and support stakeholder participation and engagement to meet planning deadlines
Evaluate vendors and oversee the implementation of the company's financial planning and reporting software application in Netsuite; ensure users are trained to use the application effectively Perform analysis of key business data and drivers, present findings and provide recommendations
Update weekly revenue forecast, identifying changes in assumptions or opportunities
Prepare financial slides for quarterly board deck
Implement Quarterly Business Review process between FP&A team and executive management team
Work closely with the Sales & Product teams to analyze operational performance and trends
Provide ad hoc financial analysis to support data-driven business decisions
Participate in merger & acquisition activities, including due diligence, financial modeling, and integration
Participate in the annual commission planning process and implementing commission tool integrated with Netsuite and Salesforce
Participate in the determination of Professional Services consulting rates for government contracts - for both cost-plus models and commercial models
Qualifications and Requirements
10+ years of progressive finance & accounting experience; experience in a high-growth environment and M&A is preferred
Bachelor's degree in finance, business or equivalent; MBA preferred
Private Equity backed company experience is a must have
Experience with Adaptive Planning, Netsuite and Salesforce preferred
Demonstrated experience building complex financial models and providing financial analysis; very strong Excel skills are required
Attention to detail and ability to maintain accuracy while working with large datasets
Ability to work cross-functionally with other teams in a remote environment
Ability to work to deadlines with quick turnarounds
Demonstrated experience executing budgeting and forecasting processes, working cross-functionally with key stakeholders
Experience presenting and communicating at the senior leadership level
Experience with consolidations, foreign subsidiaries and multiple entities is required
Practical hands-on experience in a fast-paced, rapidly growing, and evolving business environment
Experience in software industry, professional services businesses or government subcontracts is a plus
Sound Exciting?
Low-cost Medical / Dental / Vision coverage options
401K with generous employer match
Responsible Paid Time Off + 11 Paid Holidays
Remote work opportunities based on role
Employee Assistance Program (EAP)
Career growth and professional development opportunities
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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$175k-200k yearly 1d ago
Support Specialist I
Allsup, LLC 4.4
Orlando, FL job
Allsup LLC is a people-centered organization with a team of hundreds who are dedicated to helping people with disabilities lead lives that are as financially secure and healthy as possible. We enjoy working together to make a difference, get the job done, and find solutions for our customers.
You will enjoy a collaborative workplace, with rewarding results where your opinion matters. We have a great benefits package and paid time off program, with casual dress and a comfortable work environment. Many positions have no weekends, or minimal weekend work. You'll have a predictable work schedule, the potential to work from home, and enjoy an employee-centered work life and have fun.
Even better, you can develop your own knowledge and professional skills through a self-driven personal improvement approach to professional development. Our business takes complex federal programs and makes them easier for people to navigate-including SSDI, veteran's disability, return to work and Medicare. Drive your expertise and advancement with the support of your supervisor and our organization.
About the role
A Support Specialist plays a crucial role in supporting the team's mission by processing new referrals and building the foundational groundwork required for Allsup's Social Security disability insurance (SSDI) and Veteran's Disability Appeal Service claims. This position involves a variety of administrative tasks aimed at building claimants' case files, including processing claimant demographic and client-specific data, mailing appropriate correspondence to claimants or the SSA, ensuring deadlines and quality standards are met, and conducting follow-up activities with government agencies and claimants via phone.
What you'll do
Process a wide-variety of administrative tasks, aimed at building claimants' case files to include claimant demographic and client-specific data.
Mail appropriate correspondence to the claimant or SSA including authorization forms, as needed, while ensuring deadlines are met and quality standards are maintained.
Review and process authorization forms to ensure accuracy, according to the Social Security Administration's strict guidelines.
Review and process all incoming mail, e-mail, and e-faxes, and ensure documents are properly associated with the appropriate case files.
Exhibit a high level of attention to detail in reviewing, creating, and updating claimant files.
Conduct follow up activity with government agencies regarding status and claimants as needed.
Document case notes, thoroughly recording conversations and actions taken.
Maintain strict confidentiality of claimant information, procedural manual, and other proprietary information.
Qualifications
Experience in customer service-related field
Ability to work in a fast paced and multi-tasking environment.
Ability to input accurate data into our various computer systems.
Excellent grammar, spelling, oral and written professional communication skills.
Must possess problem-solving abilities.
Ability to navigate multiple computer systems and screens simultaneously.
Must display a high level of initiative and drive to succeed.
Benefits
Health, Dental, and Vision Insurance
401(K) Matching
Short-Term and Long-Term Disability Insurance
Life Insurance
Paid Time Off
Paid Holidays
Flexible Spending and Health Savings Account
Tuition Reimbursement
Pet Insurance
Employee Assistance Program
DISCLAIMER
Tasks, duties, and responsibilities as listed in the job description are not exhaustive. The company may assign other tasks, duties and responsibilities with no prior notice.
Equal Opportunity Employer. ALL characteristics protected by federal, state, or local law.
The pay range for this role is:
33,280 - 40,000 USD per year (US)
$38k-66k yearly est. 6d ago
Bilingual Onsite Health Educator - Evernorth - Miami, FL
Cigna Corporation 4.6
Miami Springs, FL job
Bilingual Spanish Onsite Health Coach - Evernorth Workplace Care - Miami FL Evernorth Workplace Care offers health care delivery services along with population health and health coaching solutions, conducted in person. Our mission is to deliver proac Health, Bilingual, Educator, Coach, Insurance, Healthcare
$30k-39k yearly est. 6d ago
Home Infusion Nurse - Evernorth - Orlando, FL
Cigna 4.6
Doral, FL job
Home Infusion Registered Nurse - Evernorth
Join Evernorth Health Services and bring your nursing expertise to patients where they feel most comfortable-their homes or in our suite. As an Infusion Registered Nurse, you'll deliver life-changing care while building meaningful relationships and driving positive health outcomes.
Service Area Range: Sanford, Bithlo, Apopka and Orlando (anywhere in-between)
Responsibilities:
Provide safe and effective administration of IV infusion medications in patients' homes or in suite.
Partner with pharmacists and care teams to ensure holistic patient well-being.
Document assessments, treatments, and progress to maintain accurate patient records.
Serve as the primary point of contact for patient updates and care coordination.
Demonstrate autonomy in clinical decision-making to achieve optimal outcomes.
Required Qualifications:
Active RN license in FLORIDA.
Minimum 2 years of RN experience.
At least 1 year in critical care, acute care, or home healthcare.
Proficiency in IV insertion and infusion techniques.
Valid driver's license and ability to travel within a large geographic region.
Availability for a 40-hour workweek, including evenings and weekends as needed.
Preferred Qualifications:
* Bachelor of Science in Nursing (BSN).
* Experience with specialty pharmacy or infusion therapy programs.
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
About The Cigna Group
Doing something meaningful starts with a simple decision, a commitment to changing lives. At The Cigna Group, we're dedicated to improving the health and vitality of those we serve. Through our divisions Cigna Healthcare and Evernorth Health Services, we are committed to enhancing the lives of our clients, customers and patients. Join us in driving growth and improving lives.
Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws.
If you require reasonable accommodation in completing the online application process, please email: ********************* for support. Do not email ********************* for an update on your application or to provide your resume as you will not receive a response.
The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State.
Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal, state and local ordinances.
$54k-65k yearly est. 2d ago
Assistant Project Manager
Hays 4.8
Palm Beach, FL job
Job Title: Construction Assistant Project Manager
Our client is seeking a detail-oriented and motivated Construction Assistant Project Manager to join their team. This role supports the Project Manager in planning, coordinating, and overseeing construction projects to ensure they are completed on time, within budget, and to the required quality standards. The ideal candidate will possess strong organizational skills, effective communication abilities, and a passion for driving successful project outcomes in the construction industry.
Key Responsibilities:
Assist the Project Manager in planning, scheduling, and executing construction projects from start to finish.
Collaborate with architects, engineers, contractors, and other stakeholders to ensure seamless communication and project alignment.
Monitor project progress, track milestones, and report on key performance indicators.
Maintain project documentation, including contracts, change orders, budgets, and schedules.
Support the coordination of on-site activities to ensure compliance with safety and quality standards.
Assist in resolving construction-related issues by providing timely and effective solutions.
Help manage project budgets and resources, ensuring cost-efficiency and control.
Conduct site visits to assess project progress and adherence to specifications.
Foster positive relationships with clients, subcontractors, and vendors.
Qualifications:
Bachelor's degree in Construction Management, Civil Engineering, or a related field (preferred).
1-5 years of experience in construction project management or a similar role.
Strong understanding of construction processes, techniques, and materials.
Proficient in MS Office Suite.
Excellent communication and interpersonal skills.
Strong problem-solving and decision-making abilities.
Ability to work effectively under pressure and meet deadlines.
Knowledge of safety regulations and best practices in construction.
What We Offer:
Competitive salary and benefits package.
Opportunities for professional growth and development.
A dynamic and collaborative work environment.
How to Apply: If you are passionate about managing impactful construction projects, we'd love to hear from you! Please send your resume and a project list to ********************* or give me a call: ************.
$53k-73k yearly est. 4d ago
Disability Claims Specialist (Part Time 20 hours+)
Hays 4.8
Tampa, FL job
We seek to make a meaningful impact in the lives of our customers and our communities. The LTD Claim Consultant evaluates long term disability insurance claims in accordance with plan provisions and within prescribed time service standards. In this role, the LTD Claims Consultant is required to exercise independent judgment, critical thinking skills, exemplary customer service skills as well as effective inventory management skills.
Essential Business Experience and Technical Skills:
Required:
**3+ years of LTD/IDI Insurance Claims experience
•Prior experience with independent judgement and decision making while relying on the available facts
•Be able to demonstrate the use of critical thinking and analysis when reviewing the information
•Creative problem-solving abilities and the ability to think outside the box
•Excellent interpersonal and communication skills in both verbal and written form
•Excellent customer service skills proven through internal and external customer interactions
•Demonstrated conceptual thinking, risk management, ability to handle complex situations effectively
•Organizational and time management skills
• Bachelor's degree
Key Responsibilities:
•Effectively manages with some level of oversight an assigned caseload of moderately complex claims which consists of pending, ongoing/active and appeal reviews. The LTD CS will be evaluated for increases in their authority levels as they become more experienced in their decision-making and demonstrate consistency in meeting all key performance indicators
•Provides timely, balanced and accurate claims reviews, documentation and recommended decisions in a time sensitive and fast-paced environment and in accordance with state and department of insurance regulations
• Provides frequent, proactive verbal communication with our claimants and/or their representatives demonstrating empathy and active listening while providing clear updates, direction and explanations regarding the claim process, benefits and other pertinent plan provisions. These calls are used to gather essential details regarding medical condition(s) and treatment, occupational demands, financial information and any other information that may be pertinent to the evaluation of the claim. Once telephone calls are completed, you will be required to document the conversation within the claim file in a timely manner utilizing the appropriate level of detail and professional writing skills
•Interacts and communicates effectively with claimants, customers, attorneys, brokers, and family members during claim evaluations
•Compiles file documentation and correspondence requiring extensive policy and factual detail. Analyzes information to determine if additional information is needed to make a reasonable and logical claims determination based off the information available
•Collaborates with both external and internal resources, such as physicians, attorneys, clinical/vocational consultants as needed to gather data such as medical/occupational information in order to ensure reasonable, thorough decisions.
•Clarifies and reconciles inconsistencies when gathering information during claim evaluations and collaborates with Fraud Waste and Abuse resources as needed
•Proficiently calculates monthly benefits due after elimination period, to include COLA, Social Security Offsets, and Rehab Return to Work benefits, and other non-routine payments
•Provides timely and detailed written communication during the claim evaluation process which outlines the status of the evaluation and/or claim determination.
•Addresses and resolves escalated customer complaints in a timely and thorough manner. Identifies and refers appropriate matters to our appeals, complaint, or litigation support areas.
$56k-88k yearly est. 3d ago
Commercial Lines Insurance Account Manager
Acrisure 4.4
Miami, FL job
Acrisure is growing and looking for insurance professionals interested in joining our Commercial Lines area of business.
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Job Summary:
The Commercial Lines Account manager is responsible for aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Must meet service and sales delivery standards and perform essential functions to the quality and service standards developed by Acrisure. The duties and responsibilities of this position are to support the goals, mission and needs of Acrisure. Primarily, this entails providing the sales team with the necessary service support to aid them in obtaining new clients and retaining existing ones.
Benefits & Perks:
* Competitive Compensation
* Industry Leading Healthcare
* Savings and Investments
* Charitable Giving Programs
* Offering hybrid work option
* Opportunities for Growth
* Parental Leave
* Generous time away
By applying here and providing us with your resume, you will be added to our Talent Pipeline to be contacted as Commercial Lines Account Manager opportunities open in your area. We appreciate your interest and look forward to further communication. To see specific open positions, please visit our career site: Acrisure Career Center
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at *************************************
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.
$41k-54k yearly est. 7d ago
Client Relationship Specialist
Brightway 4.4
Jacksonville, FL job
About Brightway Established in 2008 Brightway is proud to be one of the fastest growing insurance agency systems in the United States With over 350 franchises spanning 35 states and an impressive 13 billion in annual premiums we rank among the nations largest privately owned property and casualty insurance distribution companies We support our agency owners with comprehensive back office services marketing resources and continuous learning and development We are embarking on the next stage of our customer centric growth driven by innovation from our talented associates and the application of cutting edge technologies This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture As a Brightway team member youll engage in exciting projects that are reshaping the industry working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients most valuable assets Scope The Engagement Center ensures that Brightway clients receive exceptional service This position provides a broad range of insurance related customer service and business development support by cultivating maintaining and enhancing an organizations relationships with its clients & Agency Owners This role contributes to Brightways retention and community building efforts with carriers ensuring seamless service delivery This individual will play a pivotal role in ensuring that clients feel valued and understood which is crucial to fostering long term loyalty and satisfaction Job Responsibilities Client Interaction & Support Manage inbound requests via phone email and other communication channels ensuring timely and effective resolutions Provide exceptional service by addressing inquiries processing requests and resolving concerns with professionalism and efficiency Documents interactions accurately in CRM and other systems Sales & Retention Proactively engage and maintain relationships with clients through outbound calls to offer additional products policy reviews and solutions tailored to their needs Implement upsell and cross sell opportunities to drive business growth while ensuring client satisfaction Drive policy renewals and retention efforts by educating clients on coverage options and benefits Process Improvement & Collaboration Leverage emerging technology to streamline workflows improve efficiency and enhance the client experience Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies Collaborate with internal teams and external agents to improve service quality and operational effectiveness Skills Licenses Certifications Must obtain a personal lines insurance license within 60 days of employment Strong customer service mindset with a passion for delivering exceptional experiences Ability to learn and effectively use Brightway systems CRM tools and insurance platforms High level of accuracy attention to detail and ability to multitask in a fast paced environment Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers Analytical problem solving skills with the ability to assess customer needs and present logical solutions Demonstrated ability to work both independently and as part of a team contributing to shared goals Tech savvy with a willingness to adopt and leverage new tools and processes Education and Experience This position requires a bachelors degree and 2 4 years experience in a customer service or sales environment Education or experience focused on insurance risk management or entrepreneurship is preferred but not required This position is onsite in Jacksonville Florida Equal Employment Opportunity Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals We are an equal opportunity employer and do not discriminate based on race color national origin sex age disability religion sexual orientation gender identity or any other characteristic protected by applicable law We believe that a diverse workforce is essential to our success and fosters innovation creativity and collaboration Our goal is to provide a work environment that is free from discrimination and harassment where everyone has an equal opportunity to succeed and grow
$34k-55k yearly est. 6d ago
COO - Hedge Fund
Dovetail Talent 4.6
Miami, FL job
Our Client is an investment management firm that uses a fundamentals-driven approach to manage a concentrated portfolio of publicly traded companies. The Firm has a successful long-term track record with a stable capital base and is growing quickly.
Role Description
This is a full-time, on-site Chief Operating Officer (COO) role based in Miami, FL. We are seeking a well-rounded financial services professional with hands-on experience developing and maintaining an institutional quality back office and interfacing with sophisticated investors. The ideal candidate is detail oriented, self-starting team player who thrives in an entrepreneurial culture, and who has a proven track record of building systems and leading organizational growth in a finance or investment management environment.
Key Resposibilities
Monitor trade processes, implement control mechanisms, and establish internal operations procedures
Examine & reconcile post-trade processes such as clearing of trades
Develop and implement risk management policies, systems and procedures
Collaborate with the Firm's compliance consultant to build and enforce compliance best practices and manage SEC reporting.
Oversee processing of fund administrator's monthly net asset value and investor subscriptions and redemptions.
Assist with annual fund financial statement audit process and related tax statement preparation.
Assist in preparing marketing materials, including letters, presentation materials and DDQs
Qualifications
8-12 years in a role in finance or investment management, including hands-on experience working in an institutional-quality back office and interfacing with investors
An undergraduate degree (or higher) with a strong academic record
Passion for building organizations, investing and alternative investment strategies
$91k-119k yearly est. 1d ago
Senior Product Analyst
American Integrity Insurance Company 4.4
Tampa, FL job
Our Company
American Integrity Insurance Group (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 Group 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.
Click Here to learn more about American Integrity Insurance and our job opportunities.
Research, analyze, collect data, develop reports, present findings and recommendations on product issues and assist Product leaders with coordinating necessary product, system or workflow updates
Research forms, coverage, workflow or rating questions and make recommendations for product changes based on analysis
Participate in system updates as needed to include working with IT partners to develop requirements, complete pre and post implementation user testing, and work with IT to resolve defects
Develop and present product rules, policyholder notices, and coverage forms to Product leaders, and publish necessary updates to company insurance documentation sites. Assist in maintenance of Forms Matrix
Prepare, review, and deliver appropriate communications and training documentation for product users
Create and maintain rate and rule manuals as part of state product strategies or state compliance and to support filings with state insurance departments
Research and track competitor, industry and market data for assigned states/product lines. Make suggestions for appropriate policy, coverage, rating or rule changes based on analysis
Complete assigned product filings to facilitate timely approval of product changes and develop/submit responses to filing objections
Prepare and submit state regulatory reports as assigned
Research statutory changes and present findings to Product leaders as needed
Maintain product folders and information so that information is current and well-organized
Track competitor filings by state and produce weekly report as scheduled
Review and recommend procedure and/or workflow changes by developing updates and documenting recommendations. Implement changes as requested
Independently manage an assigned product line to include developing strategic plans, and handling ongoing product maintenance, as well as leading associated system projects and required filings
Participate in training and/or mentoring Product Analysts and new team members
Additional duties as needed.
Education: Bachelor's Degree (B.A. or B.S.); or related experience and/or training; or combination of education and experience.
Experience: Three (3) to five (5) years of Property & Casualty insurance product experience, personal lines highly preferred. Experience with data analytics and data mining preferred.
Knowledge & Skills:
Understanding of personal lines insurance concepts, policy forms, coverage interpretation & policy layout, and rating methodology
Strong ability to read, analyze and interpret insurance regulations, filing documentation, rate and rule manuals, and policy forms
Working knowledge of policy admin systems, project management, requirements documentation and user acceptance testing
Experience with filings tools such as SERFF & OIR, and state filings procedures and practices
Strong communication, organizational & time management skills
Strong ability to mine and analyze data and develop strategic recommendations
Strong computer spreadsheet and database skills. Excellent Excel skills required and experience with COGNOS, Access, Tableau, and SQL is preferred
Ability to handle multiple projects at once
Ability to define, analyze and solve problems
Ability to present ideas and information in a clear, concise, organized and diplomatic manner; gather information from multiple parties to ensure all perspectives are heard and considered; listen to others to respond effectively to ideas, thoughts and questions; express information and ideas effectively in settings including aligned or un-aligned feedback to obtain desired results
Experience with group presentations, public speaking, development of presentations
$54k-69k yearly est. 4d ago
Enterprise Project Manager
American Integrity Insurance Company 4.4
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, South Carolina, and North 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 ************************
Lead, support, and execute enterprise-level projects across all departments, including Underwriting, Claims, Product, Reinsurance, Client Services, and others.
Develop, maintain, and execute detailed project plans, including scope definition, timelines, milestones, resource coordination, and deliverables to ensure successful project outcomes.
Serve as the primary project management partner for business leaders, ensuring alignment between project objectives and organizational strategy.
Drive cross-functional collaboration by coordinating efforts across multiple departments, facilitating communication, managing dependencies, and resolving obstacles.
Lead organizational change management efforts associated with enterprise initiatives, including stakeholder engagement, communication planning, and adoption support.
Facilitate project meetings, working sessions, and executive updates to track progress, manage risks, and ensure accountability.
Identify project risks, issues, and interdependencies; proactively develop mitigation strategies and drive resolution.
Ensure consistent project governance, documentation, and reporting standards across enterprise initiatives.
Partner with business leaders to support operational enhancements, regulatory-driven changes, and business growth initiatives.
Utilize project management tools (e.g., Jira, Confluence, Smartsheet, or similar platforms) to track project status, deliverables, and action items.
Support continuous improvement by identifying opportunities to streamline workflows, improve operational effectiveness, and enhance cross-departmental alignment.
Serve as a trusted advisor to business leaders, providing guidance on project planning, execution best practices, and change readiness.
Influence and collaborate across organizational levels to drive successful delivery and sustained adoption of enterprise initiatives.
Education: Bachelor's degree (B.A. or B.S.) or related experience and/or training.
Experience: 5-7 years of project management experience within property and casualty insurance industry is highly preferred. PMP, Scrum Master, Six Sigma, Blackbelt, or other project management certification preferred.
Skills:
Enterprise Project Management: Proven ability to plan, execute, and deliver enterprise-wide initiatives across multiple business functions.
Insurance Industry Expertise: Strong understanding of insurance operations, including underwriting, product development, risk management, pricing, reinsurance, and client services.
Change Management: Experience leading and supporting organizational change efforts, driving adoption, and aligning stakeholders through transitions.
Stakeholder Management: Ability to build strong relationships with business leaders and teams across varied organizational levels.
Execution & Accountability: Strong discipline in driving timelines, managing deliverables, and ensuring ownership across project teams.
Analytical & Problem-Solving Skills: Ability to assess complex business challenges, identify solutions, and drive execution.
Communication & Influence: Excellent written and verbal communication skills, with the ability to present clearly to both operational teams and executive leadership.
Adaptability: Comfortable operating in a fast-paced, evolving environment with shifting priorities and business needs.
Technical Proficiency: Experience with Jira, Confluence, Salesforce, or similar tools; advanced proficiency in Microsoft PowerPoint and Excel.
Continuous Improvement Mindset: Commitment to improving project delivery practices, operational effectiveness, and enterprise collaboration.
$71k-98k yearly est. 1d ago
Underwriter
American Integrity Insurance Company 4.4
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 3,000 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 ************************
Participate in the renewal and new business activities that support underwriting decisions which are consistent with growth, retention and expense management goals.
Review and critique new and renewal business accounts including inspections, endorsements and cancellations.
Meet with appropriate internal/external contacts to establish support needs for new and renewal policies, inspections and reports.
Respond to inquiries and questions from agents, vendors, customers and internal departments.
Research problems and assists with solutions.
Provide administrative services as required to support the renewal and new business activities.
Maintain superior level of customer service.
Education: Bachelor's Degree in Business, Insurance, Risk Management or other related field preferred.
Experience: Two (2) years of residential property insurance experience, or combination of education and experience.
Licensure: Florida 20-44 license minimum requirement, with a preference towards Florida 2-20 license holders.
Knowledge:
Demonstrated skills in the use of computer software applications.
Specific knowledge in a particular line of business and / or additional education may be required by the hiring business unit.
Familiarity with various types of insurance policies preferred.
Skills:
Proven ability in customer service required. Strong decision-making skills.
Ability to communicate interpersonally with individuals and groups via telephone and in writing.
Ability to communicate effectively with a wide variety of technical / professional / consumer clients.
Demonstrated ability to work independently and in a team environment.
Ability to balance timeliness and accuracy.
Aptitude to provide prompt, correct responses and documentation when requested.
Ability to share information while determining and maintaining appropriate confidentiality. Innovative in developing new methods or approaches to tasks and / or processes.
Resourceful in seeking information and gaining input to solve problems.
$32k-52k yearly est. 5d ago
Commercial Product Manager
American Integrity Insurance Company 4.4
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 3000 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 ************************
Own the commercial lines product portfolio, from concept and development through implementation and ongoing management.
Analyze portfolio performance by reviewing profitability, growth, retention, loss ratios, claims frequency and severity, and exposure concentrations.
Identify underperforming or high-risk segments of the commercial portfolio and recommend corrective actions, including underwriting, pricing, or product changes.
Conduct market and competitive analysis to assess pricing, coverage offerings, eligibility guidelines, and distribution strategies across all applicable states.
Partner closely with Actuary, Underwriting, Sales, Claims, Reinsurance, IT, and Operations teams to align product strategy with enterprise objectives.
Manage the development and maintenance of policy forms, rating & rating rules, and underwriting manuals.
Develop filing materials and handle filings with state departments of insurance, coordinating with Actuary & Risk Management as needed.
Support pricing strategy by providing analytical insights based on actuarial indications, market intelligence, claims trends, catastrophe exposure, and regulatory considerations.
Participate in reinsurance placement as needed.
Monitor legislative, regulatory, and market developments and recommend product or rating changes as needed.
Drive implementation of product changes coordinating with IT, external vendors, and internal stakeholders to ensure accurate and timely execution.
Support the creation of agent and policyholder communications related to product changes, new programs, and underwriting initiatives.
Work with Data Team to develop tools, reports, and dashboards to support product analysis and decision-making.
Mentor and guide product analysts or junior team members, supporting professional development and knowledge sharing.
Education: Bachelor's Degree or equivalent combination of education and experience. Preference for degrees in Actuarial Science, Business, Economics, Insurance, Math, Finance, Statistics, or Risk Management.
Experience: 5-8 years' experience in Commercial Insurance Lines required with emphasis on Property insurance. Experience with Florida Commercial Property Insurance preferred. Prior experience in product management, underwriting, actuary/pricing, or portfolio analytics strongly preferred.
Skills & Knowledge:
Excellent understanding of commercial lines insurance concepts, policy forms, rating methodology and underwriting
Strong documentation, research, organization, and leadership skills
Excellent project management and cross-functional collaboration abilities
Proven ability to communicate and present effectively to diverse audiences and organizational levels
Exceptional analytical and problem-solving capabilities
Advanced proficiency with computer spreadsheets and database skills. Experience with Excel, COGNOS, Access, SQL and Tableau preferred
Experience with IT systems projects, policy admin systems, requirements documentation, and user acceptance testing
Experience collaborating cross-functionally with actuarial, underwriting, claims, compliance, IT, risk management, sales/marketing, and executive leadership
Experience with filing tools such as SERFF & IRFS, and state filing procedures and practices
Working knowledge of market and competitive research tools
Team-oriented with the ability to work effectively in collaborative environments
Adaptable and effective in a fast-paced, dynamic environment with shifting priorities, regulatory requirements, and market conditions
Ability to quickly learn and adapt to new software and tools
Clear, concise, and diplomatic communicator who effectively gathers input, listens actively, and delivers messages to achieve results
$71k-92k yearly est. 2d ago
Claim Assistant
Cannon Cochran Management 4.0
Maitland, FL job
Claim Assistant
Schedule: 8:00 am-4:30 pm ET,
in office
Salary Range: $18.00/hr-$19.00/hr
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 Claim Assistant will investigate and evaluate contested medical-only claims and handle indemnity cases under close supervision. This position may be used as a training position for consideration of promotion to an intermediate level claim position. Is accountable for the quality of claim service as perceived by CCMSI clients and within Corporate Claim Standards.
Responsibilities
Investigate, evaluate and adjust contested medical-only claims and handle indemnity claims under direct supervision.
Establish reserves and/or provide reserve recommendations within established authority levels under direct supervision.
Set up designated claim files and complete all set up instructions, as requested.
Set up independent medical exams as deemed necessary under direct supervision.
Request and monitor medical treatment of designated claims in accordance with corporate claim standards.
Review and approve related medical, legal, damage estimates and miscellaneous invoices on designated claims. Negotiate any disputed bills/invoices for resolution under direct supervision.
Negotiate settlements in accordance within Corporate Claim Standards, client specific handling instructions and state laws under direct supervision, when appropriate.
As appropriate, make referrals to outside vendors on designated cases under direct supervision. (i.e. legal, surveillance, case management, etc.)
Effective and timely coordination of communication with clients, claimants and other appropriate parties throughout the claim adjustment process.
Authorize and make payments on claims utilizing a claim payment program in accordance with industry standards and within established authority levels under direct supervision.
Compute disability rates in accordance with state laws under direct supervision, when appropriate.
Summarize all correspondence and medical records in claim log notes as well as file same in the appropriate claim.
Return provider calls.
Review and maintain personal diary on claim system.
Provide technical and clerical claims support to designated clients, as requested.
Compliance with corporate claim standards and special client handling instructions as established.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Excellent oral and written communication skills.
Individual must be a self-starter with strong organizational abilities.
Ability to coordinate and prioritize required.
Ability to operate general office equipment and perform clerical duties.
Flexibility, initiative, and the ability to work with a minimum of direct supervision a must.
Discretion and confidentiality required.
Ability to work as a team member in a rapidly changing environment.
Reliable, predictable attendance within client service hours for the performance of this position.
Responsive to internal and external client needs.
Ability to clearly communicate verbally and/or in writing both internally and externally.
Education and/or Experience
Associate's degree or two year's related business experience.
Knowledge of medical terminology preferred.
Bilingual (Spanish) proficiency - highly valued for communicating with claimants, employers, or vendors, but not required.
Computer Skills
Proficient with Microsoft Office programs.
Certificates, Licenses, Registrations
Adjusters license may be required based upon jurisdiction.
Why You'll Love Working Here
4 weeks
(Paid time off that accrues throughout the year in accordance with company policy)
+ 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.
CCMSI offers comprehensive benefits including medical, dental, vision, life, and disability insurance. Paid time off accrues throughout the year in accordance with company policy, with paid holidays and eligibility for retirement programs in accordance with plan documents.
CCMSI posts internal career opportunities in compliance with applicable state and local promotion transparency laws.
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.
Equal Opportunity Employer:
CCMSI complies with all applicable employment laws, including pay transparency and fair chance hiring regulations.
Background checks, if required for the role, are conducted only after a conditional offer and in accordance with applicable fair chance hiring laws.
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.
#EmployeeOwned #GreatPlaceToWorkCertified #CCMSICareers #CCMSICareers #ESOP #EmployeeOwned #ClaimAssistant #Florida #InOffice #IND456 #LI-InOffice
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$18-19 hourly Auto-Apply 5d ago
Senior Commercial Lines Account Executive
Keyes Coverage Insurance Services 3.9
Tamarac, FL job
About Us
The origins of Keyes Coverage go all the way back to the late 1950's, when it operated in New York. Keyes Coverage in South Florida was established in 1975 by the Keyes family. Since then, the agency has grown into one of the leading insurance agencies in South Florida. The agency specializes in three main areas of practice including Property & Casualty Lines Insurance, Personal Lines Insurance, and Employee Benefits Insurance.
Senior Commercial Lines Account Executive
Job Summary:
The Senior Commercial Lines Account Executive is responsible for initiating client relationships, supporting producers by assisting with new business and providing excellent client service.
Maintaining a high level of client service and satisfaction
Marketing & placement of renewal accounts as appropriate
Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
Responsibilities:
Provide technical support and expertise for commercial property and casualty insurance accounts, assisting in account management and servicing.
Collaborate with producers to develop insurance quotes, explain complex coverage matters, and support proposal presentations to clients.
Communicate effectively with clients, prospects, carrier representatives, and internal teams through various channels (email, phone, in-person, etc.) to ensure timely and accurate exchange of information that supports successful sales outcomes.
Prepare and compile comprehensive client submissions for insurance carriers, including detailed Construction, Occupancy, Protection, and Exposure (COPE) data, Loss Runs, Surveys, and Claims Analyses.
Create and maintain accurate insurance applications and submission documents for carrier review.
Negotiate optimal terms and conditions with carriers to secure the best possible outcomes for clients.
Collaborate with producers in developing and presenting client proposals.
Accurately document key conversations with clients and carriers regarding exposures, coverages, and recommendations.
Maintain thorough and organized notes on client and producer interactions, in compliance with documentation standards, including details of inquiries, issues, feedback, and follow-up actions.
Perform additional duties as assigned.
Basic Requirements:
Active Florida 2-20 General Lines License (Property & Casualty) required.
Minimum of 3 years of experience working in the South Florida Commercial Lines insurance market.
Thorough knowledge of brokerage operations and procedures, commercial lines rating, and applicable insurance laws/codes.
Experience using agency management systems, with a preference for Vertafore AMS360 and ImageRight.
Proficient in Microsoft Office Suite, document management tools, and carrier proprietary systems.
Excellent verbal and written communication skills, along with strong organizational and time management abilities.
Highly self-motivated and capable of working independently with minimal supervision.
Demonstrates exceptional attention to detail and accuracy in all work.
Committed to maintaining confidentiality of financial, employee, and client information.
Preferred Requirements:
Completion of CISR or ACSR designation; currently enrolled in INS and/or API programs favorable.
Familiarity with risk assessment and risk management techniques.
Extensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through agency.
Hours: Monday-Friday, 8:30am-5:00pm (Hybrid Work Options Available)
Office Location: 5900 Hiatus Road, Tamarac, FL 33321
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.