Personal Lines Underwriter
H.W. Kaufman Group job in Arlington, TX
Responsibilities
Summary: When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Personal Lines Underwriter. This is an outstanding opportunity to grow a book of business by selecting and writing new business through the cultivation of client relationships.
Build, maintain, and grow a book of business
Manage agency relationships and serve as lead client contact
Create and execute marketing plan to increase new and renewal business
Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business
Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management
Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio
Lead, train, and develop Associate Underwriters
Qualifications
Bachelor's degree or equivalent combination of education and experience
3+ years of commercial lines underwriting experience required, excess & surplus experience preferred
Demonstrated proficiency in sales and marketing
Insurance license, CPCU, CIC or comparable designations preferred
Interest in continued education and professional development
Travel if necessary in order to foster strong client relationships
Benefits:
Overall compensation plan consists of a base salary & sales bonus plan.
Employer paid continuing education courses and designations via access to Kaufman Institute
Health and welfare benefits including medical, vision and dental
401K with employer match
Paid vacation, sick time, and holidays
Access to Kaufman Wellness Program
Flexible and hybrid work options
About Our Company
Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America's leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector.
Equal Opportunity Employer
The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, pregnancy, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.
In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Auto-ApplyFinancial Representative Trainee (Sales) -Bloomington, MN
Bloomington, MN job
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Commercial Unit Manager
Richardson, TX job
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.
Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose.
When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.
Are you a dynamic leader with a passion for empowering teams and driving results? GEICO is seeking a forward-thinking and motivated Commercial Unit Manager with long haul trucking experience to join our management team. This role offers the opportunity to lead and develop associates in our growing Sales, Services, Claims, and Commercial organizations. If you have at least two years' supervisory experience managing teams and a commitment to delivering exceptional customer experiences, we want to hear from you!
Success in this role is built on the foundation of GEICO's core leadership behaviors:
Ownership: You take responsibility for outcomes in all scenarios.
Adaptability: You navigate dynamic environments with creativity and resilience.
Leading People: You empower individuals and teams to achieve their best.
Collaboration: You build and strengthen partnerships across organizational lines.
Driving Value: You use data-driven insights to align actions with strategic goals.
What You'll Do:
Lead, mentor, and inspire a team of associates to deliver exceptional service that delights our customers and builds their trust.
Leverage your prior leadership expertise to guide team members in resolving complex customer inquiries and claims.
Personalize your leadership approach to develop team members' skills, fostering their growth and ensuring they consistently exceed customer expectations.
Monitor and evaluate team performance using key performance indicators (KPIs) to enhance efficiency, customer satisfaction, and retention.
Hold your team accountable for achieving results, maintaining compliance with insurance regulations, and delivering outstanding service.
Address escalated customer concerns with professionalism and empathy, modeling GEICO's dedication to service excellence.
Collaborate with leadership and cross-functional teams to identify and implement process improvements that enhance the customer experience.
Serve as a resource for team members on insurance-related questions, providing mentorship and training to build their industry knowledge.
What We're Looking For:
Bachelor's or Associate's degree with 2+ years of supervisory experience or a minimum of 4 years of supervisory experience in lieu of a degree (high school diploma or equivalent required).
Experience successfully managing teams in insurance, financial services, call center, retail or other industries.
Ability to obtain and/or maintain an active Property & Casualty Insurance License or Personal Insurance License (required).
Proven ability to motivate, inspire, and develop high-performing teams in a customer-centric environment.
Strong results orientation, with a history of meeting or exceeding performance goals.
Excellent interpersonal and communication skills, with the ability to adapt leadership styles to diverse individuals and situations.
Ability to analyze data and metrics to inform decision-making and improve customer outcomes.
Collaborative mindset with a commitment to fostering a culture of inclusivity and excellence.
Why Join GEICO?
Meaningful Impact: Make a real difference by resolving issues and enhancing customer satisfaction.
Inclusive Culture: Join a company that values diversity, collaboration, and innovation.
Workplace Flexibility: Benefit from a flexible work environment and enjoy the GEICO Flex Program, allowing for additional flexibility throughout the year.
Professional Growth: Access GEICO's industry-leading training programs and development opportunities:
Licensing and continuing education at no cost to you.
Leadership development programs and hundreds of eLearning courses to enhance your skills.
Additional Perks:
Health & Wellness: Comprehensive healthcare and well-being support available on Day 1.
401(k) Match: From day one, you'll be automatically enrolled in our 401(k) plan with a 6% pre-tax contribution. We match 100% of your contributions, up to 6% of your eligible earnings, with employer contributions added to your account each paycheck and vesting immediately.
Increased Earnings Potential:
Pay Transparency: The starting salary for this position is between $68,000 and $124,025 annually
Incentives and Recognition - Corporate wide bonus programs are in place to reward top performers.
#geico300
At this time, GEICO will not sponsor a new applicant for employment authorization for this position.
The GEICO Pledge:
Great Company: At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs.
We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives.
Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels.
Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose.
As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers.
Great Rewards: We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future.
Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being.
Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance.
Access to additional benefits like mental healthcare as well as fertility and adoption assistance.
Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year.
The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled.
GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.
Auto-ApplyCommercial Insurance Sales Specialist
Richardson, TX job
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.
Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose.
When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.
Commercial Insurance Sales Specialist - Richardson, TX
The starting salary for an Experienced Sales Representative is between $26.46 per hour/$53,300 annually and $35.61 per hour/$71,754 annually.
At GEICO, we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. Our company - and our associates - thrive through relentless innovation to exceed our customers' expectations.
As a Commercial Insurance Sales Specialist, you will provide our customers with tailored insurance solutions to protect what matters most to them within our Commercial Sales Divisions - one of GEICO's fastest growing business lines. You will safeguard and insure entrepreneurs across the country, with a variety of product options at your disposal.
What we're looking for:
Our Commercial Insurance professionals use compassion and persuasion skills to uncover customer needs, guide customers through coverage options, and convert quotes to life-time customers.
You will leverage your insurance expertise to identify coverage gaps, strengthen client relationships, and drive growth within the small business insurance market.
How we will support you:
You'll join a growing team with supportive leaders who are focused on shared success. We provide paid training, comprehensive onboarding, and full support for obtaining Property & Casualty licensing. You'll have access to industry leading training, certification, career mentorship and coaching with supportive leaders at all levels.
The starting salary for an Experienced Sales Representative is between $26.30 per hour/$53,000 annually and $35.74 per hour/$72,000 annually.
increase your earnings potential:
Sign-On Bonuses: $1,500 for active P&C (Property and Casualty) General Lines Insurance license holders.
Jumpstart Bonus: Receive a $1,000 bonus after completing training and orientation (6 months).
Sales associates are also eligible to participate in a performance driven incentive program where top sellers can earn additional monthly bonuses.
Qualifications:
2+ years of direct sales experience, insurance industry experience preferred.
Active P&C (General Lines) Producer license preferred.
High School Diploma required, College degree (2-4 year) preferred.
Ability to prioritize and multi-task, while navigating through multiple business applications and Microsoft Office Suite.
Self-motivated with relentless focus on achieving and exceeding goals
Demonstrated work-ethic and accountability
#geico300
At this time, GEICO will not sponsor a new applicant for employment authorization for this position.
The GEICO Pledge:
Great Company: At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs.
We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives.
Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels.
Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose.
As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers.
Great Rewards: We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future.
Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being.
Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance.
Access to additional benefits like mental healthcare as well as fertility and adoption assistance.
Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year.
The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled.
GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.
Auto-ApplyPersonal Injury Examiner
Lakeland, FL job
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.
Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose.
When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.
Personal Injury Protection Claims Examiner - Lakeland, FL
Salary: $23.41-$29.41 per hour
What sets GEICO apart from our competition? One key factor is our ability to provide outstanding customer service during the insurance claims process. We are looking for Personal Injury Protection (PIP) Claims Examiners in our Lakeland, FL office to deliver our promise to be there and assist our customers throughout the often complicated medical aspects of auto insurance claims. We're seeking outstanding associates who want to kickstart a fulfilling career with one of the fastest-growing auto insurers in the U.S.
As a PIP Claims Examiner, you will investigate medical necessity and determine casualty. You will consult with involved parties, secure medical information and review insurance contracts, associated reports and billing documentation. We will rely on you to evaluate the validity of personal injury insurance claims and monitor case files over the course of treatment.
This job is a great fit for people who are continuous life learners, as PIP Claims Examiners are consistently challenged to learn more and increase their knowledge of our industry and company. Plus, GEICO encourages a promote-from-within culture, so there is plenty of room to grow your career and be rewarded for your hard work and determination.
Bring your passion for helping others and a desire to make impact and start a rewarding career with GEICO today!
Qualifications & Skills:
Bachelor's degree preferred
Prior insurance claims experience preferred, but not required
Personal injury, bodily injury or workers' compensation experience preferred
Solid analytical, customer service and multi-tasking skills
Strong attention to detail, time management and decision-making skills
#geico200
At this time, GEICO will not sponsor a new applicant for employment authorization for this position.
The GEICO Pledge:
Great Company: At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs.
We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives.
Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels.
Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose.
As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers.
Great Rewards: We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future.
Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being.
Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance.
Access to additional benefits like mental healthcare as well as fertility and adoption assistance.
Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year.
The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled.
GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.
Auto-ApplyFinancial Representative Trainee (Sales) - Milwaukee, WI
Waukesha, WI job
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
PHS Customer Service Representative
Miami, FL job
BMI Companies, part of BMI Financial Group, Inc has nearly five decades of experience providing insurance and solutions for families worldwide. Specializing in high-quality Life Insurance, Health Insurance with global coverage, and Travel Assistance Plans, BMI is committed to innovating insurance products for the international community.
About the Role: The PHS Customer Service Representative will be responsible for providing high-quality service and support to our life insurance policyholders. He/she will be handling inquiries, processing policy change service requests, resolving issues, and delivering accurate information efficiently and professionally.
The PHS Customer Service Representative must be able to work in a high performance, customer-focused team environment, helping to maintain a positive customer experience while ensuring compliance with company standards and regulatory requirements.
This is a 100% IN- OFFICE opportunity - Applying candidates MUST live in Miami, FL and be fluent in Spanish and English.
Responsibilities:
Respond to incoming emails, calls, and inquiries from policyholders, agents, and other stakeholders.
Provide clear and accurate information regarding life plans, including billing, coverage details, and policy changes.
Process policy service requests such as beneficiary updates, payment method changes, address changes, policy assignments, in-force illustrations, benefit payments, and other policy changes.
Document all customer interactions and actions taken in the customer relationship management (CRM) system
Assist with outbound calls or follow-ups as required.
Provide limited customer service support to company local office affiliates.
Assist with special projects as assigned.
Contribute to team goals for service, accuracy, and customer satisfaction.
Qualifications:
Bilingual- Excellent written and verbal communication in Spanish and English a must.
Associate or Bachelor's Business Degree Preferred
Experience in customer service (minimum two years) preferably in the insurance or financial services sector.
Previous customer service experience with LATAM customers a PLUS
Knowledge of life insurance products and terminology.
Customer focused mindset with empathy and patience.
Ability to multi-task and manage time effectively.
Attention to detail and high level of accuracy in data entry and documentation.
Familiarity with CRM systems and Microsoft Office software
Committed team player who actively supports colleagues and contributes to team goals.
Project Management Testing Coordinator
Burlington, NC job
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Test TAPSYS/New system updates for Underwriting Department, Account Services, Endorsements, Compliance and Breakdown in development environments and re-test subset in production environment post release, to ensure modifications work properly.
2. Test and approve new policy forms and carrier implementation for new carriers and states in TAPSYS for Policy Issuance in a development environment and re-test subset in production environment post release, to ensure modifications work properly.
3. Test Policy Output to ensure carrier and state compliance once pushed to production.
4. Act as liaison for Business Unit and IT Department for Testing/Implementation.
5. Correspond with third party vendors for set-up, testing and release of future policy issuance systems.
6. Work with Business Analyst on Docucorp/Formsmaker/VPI/Carrier Issuance System changes and releases (including testing and implementation).
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's Degree or Equivalent Work Experience
2. Three years of insurance experience
3. Property & Casualty Licensing
4. Substantial knowledge of insurance processes, TAPCO carriers and statutory regulations
5. Ability to plan, organize and manage multiple priorities
6. Ability to work under time constraints and meet deadlines
7. Ability to review information, make decisions, and manage time effectively with minimal to no supervision
8. Working knowledge of TAPSYS system and Microsoft Office software
9. Ability to operate a Computer, calculator, multi-line phone, scanner, copier, and other office equipment
10. Ability to adhere to all organizational policies and procedures
Preferred Qualifications:
1. Previous Underwriting, Policy Issuance and/or Auditing Experience
CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
PIP Examiner
Richardson, TX job
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.
Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose.
When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.
Personal Injury Protection Claims Examiner - Richardson, TX
Salary: $25.44 - $32.05 per hour / $51,261.60 - $64,580.75 annually
What sets GEICO apart from our competition? One key factor is our ability to provide outstanding customer service during the insurance claims process. We are looking for Personal Injury Protection (PIP) Claims Examiners in our Richardson, TX office to deliver our promise to be there and assist our customers throughout the often complicated medical aspects of auto insurance claims. We're seeking outstanding associates who want to kickstart a fulfilling career with one of the fastest-growing auto insurers in the U.S.
As a PIP Claims Examiner, you will investigate medical necessity and determine casualty. You will consult with involved parties, secure medical information and review insurance contracts, associated reports and billing documentation. We will rely on you to evaluate the validity of personal injury insurance claims and monitor case files over the course of treatment.
This job is a great fit for people who are continuous life learners, as PIP Claims Examiners are consistently challenged to learn more and increase their knowledge of our industry and company. Plus, GEICO encourages a promote-from-within culture, so there is plenty of room to grow your career and be rewarded for your hard work and determination.
Bring your passion for helping others and a desire to make impact and start a rewarding career with GEICO today!
Qualifications:
Prior insurance claims experience preferred, but not required
Personal injury, bodily injury or workers' compensation experience preferred
Solid analytical, customer service and multi-tasking skills
Strong attention to detail, time management and decision-making skills
#geico200
At this time, GEICO will not sponsor a new applicant for employment authorization for this position.
The GEICO Pledge:
Great Company: At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs.
We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives.
Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels.
Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose.
As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers.
Great Rewards: We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future.
Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being.
Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance.
Access to additional benefits like mental healthcare as well as fertility and adoption assistance.
Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year.
The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled.
GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.
Auto-ApplyExecutive Assistant to EVP of Sales and Marketing
Tampa, FL job
About Us:
American Integrity Insurance (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 2,500 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years.
A Day in the Life:
Who knew Insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity.
Learn more about American Integrity Insurance and our job opportunities at ************************
Complete a broad variety of administrative tasks for the EVP of Sales and Marketing including:
managing an extremely active calendar of appointments;
completing expense reports;
composing and preparing correspondence that is sometimes confidential;
arranging complex and detailed travel plans, itineraries, and agendas; and
compiling documents for travel-related meetings.
Plan, coordinate, and ensure the executives' schedules are followed and respected. Provides "gatekeeper" and "gateway" role, creating win-win situations for direct access to the executives' time and offices.
Plan and manage logistics for agent trips and events.
Research, prioritize, and follow up on incoming issues and concerns addressed to the executives, including those of a sensitive or confidential nature. Determine appropriate course of action, referral, or response.
Provide a bridge for smooth communication between the executives' offices and internal departments; demonstrating leadership to maintain credibility, trust and support with senior management staff.
Work closely and effectively with the executives to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Act as a "barometer," having a sense for the issues taking place in the environment and keeping them updated.
Provide leadership to build relationships crucial to the success of the organization, and manage a variety of special projects, some of which may have organizational impact.
Successfully complete critical aspects of deliverables with a hands-on approach, including drafting acknowledgement letters, personal correspondence, and other tasks.
Prioritize conflicting needs; handle matters expeditiously and proactively; and follows through on projects to successful completion, often with deadline pressures.
Education: High School Diploma minimum requirement; Bachelor's degree or equivalent education experience preferred.
Experience: Minimum of five (5) years of experience supporting executives (VP and above).
Skills: Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail. Very strong interpersonal skills and the ability to build relationships with stakeholders, including staff, board members, and external partners. Expert level written and verbal communication skills. Demonstrated proactive approaches to problem-solving with strong decision-making. Must possess strong business-savvy skills in being able to prepare PowerPoint presentations for agents and external parties.
Branch Manager
Princeton, IN job
Bring your personality to the Malone team! Go-getter. Straight-talker. People person. If that sounds like you, consider joining us for our mission. At Malone, there is nothing we love more than helping people and companies connect to accomplish amazing things.
About Us:
Malone is a private, award-winning company dedicated to providing staffing and recruitment needs to clients across the nation. Ranked on the SIA 2024 Top 100 List as one of the Largest Staffing Companies in the US, it is our pleasure to serve as the workforce resource and to make a positive impact on people's lives.
Malone is actively recruiting an enthusiastic and results-driven Branch Manager to join our team. If you are passionate about growth, building relationships, and problem-solving, we would love to hear from you.
Position Summary:
The Branch Manager is primarily responsible for supervision of day-to-day operations, developing and leading a team, growing and maintaining client relations, establishing goals, implementing policies/procedures in compliance with federal and state requirements, and overseeing branch P&L. This includes collaborating with sales and marketing teams to generate new business, along with recruitment and placement of talent pipelines.
Location: Evansville and Princeton, IN area (47670, 47715)
Job Type: Full-time
Primary Responsibilities:
• Manage and mentor branch office staff
• Run day-to-day operations of the branch
• Hire, develop, and train employees
• Establish goals, activities, and objectives
• Develop new customer contacts while maintaining current customer relationships
• Generate sales leads and business development within the market area
• Lead branch efforts to identify, screen and place qualified candidates in temporary and contract roles
• Handle personnel functions within the branch
• Recruitment, screening, and placement of applicants
• Branch P&L responsibility; drive profitability, control costs, and utilize resources
• Expedite Workers Comp and UI claims
• Other duties as assigned
Qualifications:
• Must have previous experience in a supervisory or leadership role
• Experience in recruitment, HR, sales, or the staffing industry is a plus
• Superior customer service, public relations, and interpersonal skills
• Ability to motivate and lead
• Proficient in Microsoft Office
• Available to work in office Monday - Friday 8am - 5pm
Management Registry, Inc. hiring decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
For more information, please contact our corporate office at **************.
Senior Product Development Manager
Alpharetta, GA job
The Senior Product Development Manager will lead the formulation and innovation activities for Wikoff Color's inks and coatings portfolio at the Alpharetta Technical Center. This individual will oversee a multidisciplinary team of formulation chemists/scientists specializing in Energy-Curable, waterborne, and solvent borne technologies, as well as color matching and customer support.
The ideal candidate will bring strong technical depth in inks, coatings, or related polymer chemistry, proven people-leadership skills, and the ability to translate customer and market needs into commercially viable, sustainable solutions. This role is highly collaborative, interfacing with Sales, Manufacturing, Procurement, and Marketing to drive product innovation, technical excellence, and business growth.
Minimum Education, Experience, and Technical Knowledge Required:
· Bachelor's or Master's degree in Chemistry, Chemical Engineering, Polymer Science, or a related technical discipline.
· 5+ years of progressive experience in the inks, coatings, or specialty chemicals industry.
· Demonstrated expertise in formulating solventborne, waterborne, or energy-curable systems.
· Prior experience supervising or leading technical teams in a laboratory environment.
· Strong understanding of color science, pigment dispersion, and color matching techniques.
· Proven track record of product development from concept to commercialization
Key Responsibilities:
· Provide technical and strategic leadership for product development projects across energy-curable, waterborne, and solventborne platforms.
· Manage and mentor a team of formulation chemists and color specialists; set clear priorities, goals, and development plans for each team member.
· Drive new product innovation aligned with Wikoff's strategic objectives and customer needs.
· Evaluate new raw materials, technologies, and suppliers to enhance product performance, cost efficiency, or sustainability.
· Partner with Sales and Marketing to identify market gaps and translate them into actionable R&D programs.
· Guide formulation optimization and scale-up efforts in collaboration with Manufacturing and Quality.
· Ensure timely project execution, accurate documentation, and communication of technical results.
· Oversee color matching and color control standards for customer-specific formulations.
· Maintain an active role in troubleshooting customer issues and providing technical expertise for complex applications.
· Foster collaboration with other Wikoff R&D centers to share best practices, standardize procedures, and coordinate global development efforts.
· Uphold and continuously improve laboratory safety, compliance, and organization standards
Preferred Skills and Strengths:
· Strategic thinker with strong problem-solving, decision-making, and project management skills.
· Excellent leadership and mentoring capabilities.
· Strong interpersonal skills for cross-functional collaboration with Sales, Operations, and Marketing.
· Familiarity with regulatory and sustainability requirements affecting inks and coatings.
· Ability to communicate technical information effectively to both technical and non-technical audiences.
· Proficiency in laboratory data management and documentation systems.
· Demonstrated commitment to quality, safety, and continuous improvement.
Work Environment:
· Full-time, onsite position at Wikoff Color's Alpharetta, GA Technical Center.
· Primarily laboratory and office-based, with occasional travel to customer sites, suppliers, or other Wikoff facilities.
Medical Claims Processor
San Antonio, TX job
FCE Benefit Administrators, Inc. is seeking a detail-oriented and motivated Medical Claims Processor to join our dynamic and growing team. The ideal candidate will be responsible for the accurate and timely processing of a wide range of claims while ensuring compliance with company standards and regulatory requirements. This role requires strong attention to detail, effective communication skills, and the ability to work efficiently in a fast-paced environment.
Key Responsibilities
Accurately process a variety of claim types, including Medical, Vision, Dental, HRA, Critical Illness, and Accident claims.
Manage the entire claim lifecycle, including adjustments, voids, and payment reissues.
Conduct audits on processed claims to ensure accuracy and compliance with policies.
Serve as a point of contact for claim-related inquiries from members, providers, and internal AE (Account Executive) and CS (Customer Service) teams.
Handle escalated client questions and issues via phone and email with professionalism and urgency.
Participate in special projects and organizational initiatives as assigned.
Assist with training and mentoring team members (for more experienced candidates).
Education
High school diploma or equivalent required.
Associate's degree or vocational training in a related field (e.g., Medical Billing & Coding, Business Administration) preferred.
Experience
1-3 years of experience in medical claims processing, data entry, customer service, or a general administrative role required.
Technical Skills
Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
Strong data entry capabilities and 10-key proficiency.
Familiarity with claims management platforms or Electronic Health Record (EHR) systems preferred.
Soft Skills
Exceptional attention to detail and strong organizational abilities.
Clear written and verbal communication skills.
Strong problem-solving and critical thinking abilities.
Ability to work independently while managing a high volume of tasks in a fast-paced environment.
Commitment to maintaining confidentiality and handling sensitive information with integrity.
Working Conditions
Standard office environment.
Prolonged periods of sitting and computer use may be required.
Ability to lift up to 20 lbs occasionally (e.g., handling physical records or mail).
Benefits Offered
We understand that top talent is attracted to organizations offering competitive compensation, comprehensive benefits, and opportunities for professional growth. FCE offers a robust benefits package including:
Medical, Dental, and Vision Coverage
Disability Insurance
401(k) with Company Match
Flexible Spending Accounts (FSA)
Health Savings Account (HSA) Contributions
Fitness Membership Discounts
Company-paid Life Insurance
Tuition/Professional Development Reimbursement
Employee Assistance Programs
Paid Time Off (PTO)
About FCE Benefit Administrators, Inc.
With nearly 30 years of experience, FCE Benefit Administrators, Inc. has helped hundreds of For-Profit and Not-For-Profit organizations achieve full compliance under the Service Contract Act (SCA), Davis-Bacon Act (DBA), Javits-Wagner-O'Day (JWOD), and related federal legislation. As trusted experts in government contracts, we specialize in the administration of bona-fide fringe benefit plans through an irrevocable funding arrangement, ensuring full compliance with SCA requirements.
Equal Opportunity Employer
FCE is an equal opportunity employer and is committed to creating an inclusive and diverse workplace.
Director of Operations
Irvine, CA job
Our Compensation & Benefits:
• Recognition: Join an environment where hard work is recognized, appreciated, and
rewarded.
• Comprehensive benefits package including medical, dental, vision and life insurance
• Paid time off to recharge and maintain a healthy work-life balance
• Retirement Plan (401k)
• Performances bonus and incentives: Whether you are in sales or administrative role,
you will have a real opportunity to earn bonuses and get recognized for your results.
Our Company:
At Adriana's insurance, we believe that empowering our Team members is the key to our success.
We invest in our employees, offering training, career advancement opportunities, and a culture
that champions both personal and professional growth. Our Philosophy is growing together!
With over 30 years of success and more than 40 offices across Southern California, we are
expanding and looking for motivated individuals to join our team.
What we're looking for:
We are seeking a Director of Operations who is systems driven performance and data literate to
analyze and manage our company's daily activities, focusing on efficiency, productivity, and
aligning operations with strategic goals by overseeing staff, budgets, processes (like production,
sales, quality). This position also ensures that the management team is providing the necessary
tools within reasonable time to support improved performance, reduction in cost, and promotions
of products and services.
This position is responsible for developing models and performance management reports in
support of strategic initiatives. Being responsible for the preparation and review of key financial
statements and reports, as well as daily, weekly, monthly, and annual performance reports for the
business units. In addition, this position provides training and guidance and technical and
analytical expertise.
This role contributes to the MRM strategy through advanced data analysis and reporting, providing
management with an effective way to quickly identify their team's performance across various
KPIs, allowing them to make sound decisions to impact results.Key Responsibilities
Performance Management & Reporting: Develop comprehensive models and performance
management reports in support of strategic initiatives. Help identify behavior patterns and
automate.
Financial Reporting & Analysis: Take primary responsibility for the preparation and review of
key financial statements and reports, as well as daily, weekly, monthly, and annual performance
reports for various business units.
Strategic Contribution: Contribute significantly to the overall MRM (Management Resource
Management) strategy through advanced data analysis, ensuring data-driven insights are
actionable and timely.
Technical & Analytical Support: Provide training, guidance, and technical and analytical
expertise to team members and management, fostering a culture of data literacy and accuracy.
Process Improvement: Identify and implement process improvements that support enhanced
performance, cost reduction, and effective promotion of products and services.
Qualifications to Apply
Experience: Proven experience in a financial analyst, data analyst, or performance management
role, preferably within a related industry.
Technical Skills: Advanced proficiency in data analysis tools (e.g., Excel, SQL, Tableau, Power
BI) and experience developing complex performance reports and financial models.
Analytical Prowess: Strong analytical and problem-solving skills with an ability to translate
complex data into actionable business insights.
Communication: Excellent communication and presentation skills, with a demonstrated ability
to train and guide others and present findings to senior management.
Education: A bachelor's degree in finance, Accounting, Business Administration, Economics, or
a related quantitative field is required. A master's degree or professional certification (CPA,
CFA, etc.) is a plus.
Bilingual: in English and SpanishPerks & Benefits:
401(k)
Paid vacation.
On-the-job paid training to set you up for success.
Career advancement opportunities with leadership development programs.
Health, dental, vision, and life insurance.
Employee discounts on car insurance, life insurance, DMV services, and more.
Salary pay with bonuses
Senior BCM Analyst
Pennsylvania job
Develops crisis management, emergency management and contingency plans for Tokio Marine North America Services, and its group companies. Leads and provides incident response support for any type of natural, man-made or technological disaster.
Essential Job Functions:
Develops and implements plans, processes, policies and procedures for emergency management, crisis management and contingency planning program elements.
Leads incident management for any type of natural, man-made or technological disaster.
Provides incident support during emergencies, which may occur outside of standard business hours and require extended shifts depending on the severity and duration of the event.
Participates in post-incident reviews and contributes to continuous improvement efforts.
Communicates effectively with senior executives and leaders during crisis and emergency situations.
Gathers and analyzes information; supports resolutions to address business issues for a specific business group.
Tests multi-dimensional plans with various operational departments throughout group companies.
Evaluates vendors, makes recommendations, and implements vendor requirements.
Develops strategy, training materials, protocol and quick reference guides for emergency management, crisis management and contingency planning areas.
Develops and leads tabletop exercises and training for group companies.
Develops plans and procedures for the BCM Crisis Management Center.
Manages efficient and effective usage of tools and integration with other tools as necessary.
Initiates awareness processes to make necessary improvements for emergency management, crisis management and contingency plans.
Qualifications:
Bachelor's degree is preferred (preferably in Emergency Management or Business).
A Business Continuity certification preferred.
7+ years of relevant experience.
Ability to provide on-call support and incident response as needed during emergencies, including after-hours and weekends. As much advance notice and flexibility as possible will be provided.
Ability to weigh business needs and articulate these needs to management.
Knowledge, insight, and understanding of business concepts and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Experience with mass notification systems, such as Onsolve Send Word Now, and incident monitoring systems, such as Everbridge NC4, preferred.
Working knowledge of Microsoft Office,and strong knowledge in Microsoft Excel preferred.
Performs special projects and other duties as may be assigned.
Strong customer service orientation, responsive, consultative, collaborative and accurate.
Strong leadership ability: able to work with a group to set objectives and agenda, generate allegiance to those objectives, and motivate achievement.
Familiarity with project management skills; planning, organizing, monitoring and controlling projects, ensuring efficient utilization of resources to achieve project objectives and deadlines.
Strong interpersonal relationship building skills; able to work with a variety of people and groups in a constructive and collaborative manner.
Strong analytical ability with the capability to determine the root cause of problems and issues
Salary range $94,000 to $115,000. Ultimate salary offered will be based on factors such as applicant experience and geographic location. Our company offers a competitive benefits package and bonus eligibility on top of base.
Client Concierge/Client Specialist
Saint Augustine, FL job
Brightway Insurance is hiring a Full-Time Client Concierge in Saint Augustine
As a Client Concierge you will be the first point of contact for our clients, providing them with exceptional service and support. You will play a crucial role in maintaining our agency's reputation for excellence and ensuring client satisfaction.
Key Responsibilities
Greet and assist clients in person, via phone, email, and live chat, addressing inquiries and providing information on insurance products and services.
Assist clients with policy changes, renewals, and claims, ensuring timely and accurate processing.
Collaborate with the sales team to identify client needs and recommend appropriate insurance solutions.
Maintain organized client records, process paperwork, and manage scheduling to support agency operations.
Follow up with clients to ensure satisfaction and encourage policy renewals and referrals.
Qualifications
High school diploma or equivalent; college degree preferred.
Previous experience in customer service, insurance, or administrative roles is advantageous.
Strong communication, organizational, and multitasking abilities; proficiency in Microsoft Office Suite and CRM software.
Possession of a 4-40 Customer Representative license is preferred or the willingness to obtain one.
Established in 2008, Brightway Insurance has grown to become one of the largest privately-owned property and casualty insurance distribution companies in the U.S., with more than 350 agencies across 38 states and over $1.4 billion in annual premiums. Our unique franchise model offers agents the opportunity to focus on sales while we handle back-office operations, including carrier relations, licensing, and marketing support. This approach allows our agents to maximize their sales efforts and build lasting client relationships.
If you're an ambitious and driven individual eager to advance in the thriving insurance industry, Brightway Insurance offers the perfect opportunity. Take the next step in your career as a Client Concierge-apply today!
Senior Accounting Analyst
New York, NY job
You'll work closely with the Partnership Accounting Manager to manage partner financial records, oversee profit distributions, and respond to inquiries from partners and internal finance teams. You'll play a key role in improving processes, ensuring accuracy, and mentoring junior analysts.
Key Responsibilities
Maintain and interpret partnership agreements, focusing on financial obligations and retirement provisions.
Process and review partner distributions, deductions, and tax adjustments with precision and timeliness.
Update payroll systems for new and existing partners, including benefits and direct deposit details.
Coordinate with HR, Benefits, Payroll, and Retirement teams to ensure accurate contributions and deductions.
Handle special income arrangements, partner status changes, and FTE adjustments.
Prepare multi-currency distribution schedules for international offices and ensure timely wire transfers.
Collaborate with global finance managers to resolve discrepancies and maintain accurate records.
Respond promptly to partner inquiries and provide clear, detailed explanations.
Identify and implement process improvements to enhance efficiency and accuracy.
Support profit distribution analysis and reporting across multiple teams.
What We're Looking For
Bachelor's degree in Finance or Accounting; advanced knowledge of partnership finance preferred.
5+ years of experience in finance within a global law firm or professional services environment.
Strong understanding of partner compensation processes and best practices.
Advanced Excel skills, including complex formulas and data manipulation.
Ability to manage multiple priorities under tight deadlines with minimal supervision.
Excellent communication and relationship-building skills.
Detail-oriented, organized, and proactive in problem-solving.
Willingness to work overtime when necessary.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Senior Commercial Lines Account Executive
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.
Stop Loss Claims Clerk
Oakbrook Terrace, IL job
Claims Clerk
Full TimeSME/Specialist
Oakbrook Terrace, IL, US
Salary Range:$50,500.00 To $57,500.00 Annually
The Claims Clerk will be responsible for accurate, timely screening and distribution of incoming electronic claims correspondence. This role will aid the Analysts in timely processing of the claims and help secure a manageable turnaround time for the entire Claims Department. This position will report to the Claims Manager.
Essential Elements
Manage the Secure File Transfer Portal (SFTP) site ensure all reporting received is processed in a timely manner
Download and pivot reports from Power BI, to locate all possible medical and prescription claims.
Identify and review claims data ensuring data integrity
Distributing claim requests for processing
Convert the PDF claims received into an Excel Template for the Claims Analyst to upload and process
Additional duties as assigned
Requirements
Education and Certifications
Associates degree or commensurate experience required
Experience
Excel, Microsoft Office Suite, Power BI, Clerical functions
Travel Required
May need to travel to the home office quarterly
Hybrid workplace
Loss Control Advisor, Construction
San Clemente, CA job
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.
Overview
Keenan is a leading insurance brokerage and consulting firm serving hospitals, public agencies, and California school districts. Specializing in employee benefits, workers' compensation, loss control, financial services, and property & liability, Keenan is committed to delivering innovative solutions that protect and empower the communities we serve.
As part of Gallagher, a global leader in insurance, risk management, and consulting, you'll be joining a team that's passionate about helping individuals and organizations thrive.
The Loss Control Advisor will provide loss control services and inspections (as approved by the Director) to assigned customers in accordance with the department's guidelines. Perform loss control surveys of contracted construction projects under the Statewide Educational Wrap-up Program (SEWUP).
This role is based onsite at the client's San Diego, CA location and requires up to 80% travel.
How you'll make an impact
Identify and evaluate potential worker's compensation, general liability, builders' risk, and pollution exposures and make recommendations for corrective measures.
Participate in owner, construction manager, and/or contractor meetings such as preconstruction meetings, special meetings such as steel erection meetings, construction manager/progress meetings, toolbox safety meetings, etc.
Confirm that construction contractors enrolled under SEWUP are implementing, Site Specific Safety Orientation, Injury and Illness Prevention Plan, Heat Illness Prevention Plan, Hazard Communication Program.
Confirm that contractors possess the required permits licenses such as DOSH Project Specific Permits, DOSH Annual Permits, Crane Operator Licenses, DOSH Crane inspections, etc.
Provide technical assistance to owners, construction managers, contractors, and internal customers.
Respond effectively and promptly to specific safety problems or concerns raised by customers.
Provide claims oversight and assistance. Each claim within the loss control consultant's geographic area of responsibility will be reviewed to ensure its legitimacy and to recommend corrective measures to prevent similar mishaps.
Identify and provide directions to medical facilities within the insurance carrier's medical provider network
All other duties as assigned.
About You
Required: Bachelor's degree or commensurate experience; 3 years' related experience in Safety, Risk, or Insurance. Ability to obtain appropriate licenses in all states where business is conducted. Excellent interpersonal, verbal and written communication skills. Proficiency in Microsoft Office. Moderate travel required, including some overnight travel. Ability to travel by automobile and aircraft and work outside or normal business hours as required. Ability to perform work on varied customer properties; entails negotiating non-public access areas, climbing, lifting, sitting, standing and walking for extended periods of time.
Preferred: 5 years' related experience. Bachelor's Degree in Occupational or Industrial Safety, Fire Protection, Risk Management preferred; and certifications or ability to achieve within the first 18 months.
Preferred: Associate in Risk Management (ARM), Associate in Safety Professional (ASP), Certified Safety Professional (CSP).
Behaviors: Interfaces effectively with management, clients, account teams and partners. Complies with all company policies and procedures, pro-actively protecting confidentiality of client and company information. Understands industry trends and governmental regulations. Efficiently organizes work and manages time in order to meet deadlines. Exercises discretion in confidential matters and uses independent judgment.
Compensation and benefits
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:
Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Other benefits include:
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program
And more...
**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.