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Account Associate jobs at Insurance Office of America - 455 jobs

  • Account Associate- Commercial Insurance (Remote)

    Insurance Office of America 4.3company rating

    Account associate job at Insurance Office of America

    Title: Account Associate - Commercial Lines Work Mode: Remote (Southeastern US Only) | Location/Supporting: Longwood, FL | Book Focus: General, Contractors, Construction Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues. Key Responsibilities: Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. Office Support: Assist with general office tasks and administration. Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. Data Management: Maintain accurate and up-to-date data in agency systems. Activity Monitoring: Ensure timely completion of tasks and activities. Communication: Keep the account team informed of workload status and any issues. Service Excellence: Provide proactive and responsive service. Performance Monitoring: Ensure productivity and quality standards are met. Promote Culture: Participate in team building and promote a positive work environment. Continuous Improvement: Seek and adopt best practices. Compliance: Stay updated on company policies and procedures. Professional Development: Enhance technical skills and industry knowledge. Relationship Building: Foster positive relationships with colleagues and leadership. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 2+ years of industry experience, OR 5+ years of related experience in customer service Thorough knowledge of insurance brokerage and client needs Required active licensing Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communications. multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is 50-60K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $35k-46k yearly est. Auto-Apply 15d ago
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  • Executive Underwriter - Large Accounts - Hybrid - Los Angeles, CA

    PMA Companies 4.5company rating

    Los Angeles, CA jobs

    Back Executive Underwriter - Large Accounts - Hybrid #4673 Multiple Locations Apply X Facebook LinkedIn Email Copy Job Description: In this position, you will underwrite new and renewal business which includes solicitation, selection and pricing of highly complex multi-line risks (workers compensation, commercial auto, general liability). You will actively and creatively pursue new commercial insurance solutions including guaranteed cost, large deductible and retro account opportunities throughout the territory through your network of national and regional brokers and agents. Maintain and develop prospects in order to have a strong base of future opportunities to build your large account book. Contribute to the development of broker and agency management strategies and lead the development and execution of relationship management plans. This position can be located in Los Angeles, CA., San Francisco, CA., or Denver, CO. Responsibilities: Analyze, select and profitably price coverage for commercial risks and determine terms and conditions of coverage on new and renewal business. Apply and conform to underwriting rules and guidelines, rating manuals, insurance laws/ regulations. Utilize a consultative selling approach to generate new business consistent with underwriting strategy and in coordination with service team members to include accurately assessing the needs of the broker and the client and formulating solutions that effectively address those needs. Analyze underwriting & marketing activities and corresponding results; prepare reports to management. Mentor and provide technical training and guidance to coworkers. Determine, coordinate and direct account management activities with various departments. Negotiate and deliver proposals to producers and buyers. Develop and maintain client relationships and coordinate service team efforts. Identify opportunities for organizational improvement and recommend solutions. Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work. Requirements: Bachelor's degree or equivalent experience required. 7 years of casualty underwriting with an insurance carrier required Advanced understanding and technical knowledge of underwriting mechanics and fundamentals Advanced knowledge of casualty coverage and loss sensitive deal structures (retrospective rating, large deductible, and self-insurance). Additional knowledge in financial analysis, account management and collateral management is desired. Advanced knowledge of local and regional market conditions as well as industry trends. Advanced knowledge of underwriting territory and strong relationships with the local distribution network (local and regional agents, national and regional brokers, and select consultants). Demonstrated proficiency in the successful marketing and prospecting of business opportunities, as well as, relationship building and agency management skills. Ability to create a presence that conveys interest, conviction, and energy in maintaining relationships with external business partners. Strong ability to effectively communicate verbally and in writing to uncover business needs. Ability to foster creative solutions that resonate with external business partners. Ability to interact with various levels of management and support personnel. Advanced skills in marketing, analysis, decision making/problem solving, planning and organizing; sales and negotiation and mathematical proficiency. In accordance with state regulations, PMA is sharing the anticipated salary range for this position: $160,700 to $187,500. This range is informed by national market data and is intended to accommodate a wide variety of geographic locations and experience levels. We recognize that exceptional talent may fall outside typical salary parameters. If your compensation expectations exceed this range, we still encourage you to apply. Final compensation will be determined based on a combination of factors including your experience, education, and skill set. Offers may fall below, within, or above the stated range.
    $160.7k-187.5k yearly 3d ago
  • Account Executive I- Employee Benefits

    Lockton Companies 4.5company rating

    San Francisco, CA jobs

    San Francisco, California, United States of America At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here. Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As an Account Executive, you will lead marketing, servicing, and strategic consulting efforts with prospective and current clients. The Account Executive is accountable for developing and delivering strategic benefit solutions that meet the needs of Lockton clients. Collaboration and a willingness to support your colleagues is imperative, as is a true love for building and nurturing internal and external relationships. Position Responsibilities Maintains and enhances Lockton's relationships with existing clients by implementing proactive, creative, and continuous initiatives to ensure client satisfaction and engagement. Proactively understands the requirements and needs of a client. Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations. Consults with Clients to review options, vendor services, fees, strategies, and goals. Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience. Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers. Oversees issue-resolution between Client and the Vendor. Coordinates market selection for new and renewal business on designated accounts. May help coordinate the day-to-day administrative activities among those servicing the Client's account including the coordination of all support services. Negotiates program terms and costs. Mentors and trains junior-level staff. Researches and understands industry trends, product development government regulations. Operate effectively in a team environment, collaborating with colleagues to achieve common goals. Performs other responsibilities and duties as needed. Qualifications Bachelor's degree in business administration or related field and/or years of experience equivalent. Typically, 7 years or more of Client service experience in a health and welfare/employee benefits environment; at least (5) years of this experience needs to be at a consulting and/or brokerage firm. Experience presenting in front of clients. Firm working knowledge of group benefits in multiple product lines and a basic understanding of risk management. Working knowledge of different financial arrangements and products available to clients. Strong knowledge of underwriting, financing, and funding approaches. Ability to prepare and present client presentations with clarity and understanding. Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint). Strong verbal and interpersonal communication skills required. Understands industry trends and governmental regulations. Ability to complete continuing education requirements as needed. Current Life & Health license or ability to obtain immediately. Ability to attend company, department, and team meetings as required, including industry training sessions. Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information. Ability to efficiently organize work and manage time to meet deadlines. Ability to travel by automobile and aircraft. Ability to use office equipment such as a computer, keyboard, calculator, and photocopier. Ability to work on a computer for a prolonged amount of time. Ability to work outside of normal business hours as needed. Legally able to work in the United States. Equal Opportunity Statement Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity. At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long‑term success. About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what's right every day. At Lockton, we believe in the power of all people. You belong at Lockton. How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry‑leading health insurance, we offer additional options to support your overall health and wellbeing. #J-18808-Ljbffr
    $70k-105k yearly est. 1d ago
  • Executive Underwriter - Hybrid - Large Accounts - Plano, TX

    PMA Companies 4.5company rating

    Plano, TX jobs

    Back Executive Underwriter - Hybrid - Large Accounts #4581 Plano, Texas, United States Apply X Facebook LinkedIn Email Copy Job Description: Underwrite new and renewal business which includes solicitation, selection, rejection, and pricing of complex risks. Administer and monitor underwriting rules and guidelines, rating manual rules, and insurance laws and regulations. Analyze quality and quantity of risks underwritten and prepare reports accordingly. Participate in the development of agency management strategy and contribute to the development and execution of agency plans. Develop client relationships and coordinates service team efforts. Provide technical guidance to coworkers. Through technical collaboration and guidance, work within established authority on assignments of increasing complexity. Responsibilities: Effectively identify, market and underwrite prospective accounts in targeted industries Direct and monitor underwriting activities as required to produce positive profit and expense results within area of responsibility Develop strong relationships with local Brokers/Agents and effectively articulate PMA's appetite. Solicit, review, and coordinate new business opportunities with agents and service team Demonstrate high level of planning and organizational skills to effectively manage workload and outside activities Exhibit high levels of teamwork, leadership, customer service, and persistence Provide strong analytical ability, and sound judgment to make informed and accurate decisions Show initiative to handle territorial assignments, developing individual plans for successfully meeting key goals Consult with Risk Control and Claims Representatives to bring value-added service to customers Develop business plan with each assigned agent for profitability of book, growth, and renewal strategies Provide feedback to agents, producers, and internal management to focus on business plans and efficiencies. Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work. Requirements: Bachelors degree or equivalent experience required - CPCU preferred Minimum 3-5 Years experience in Commercial Lines Prior experience in or knowledge of Texas market and ability to travel within the Southwest market is strongly preferred Strong technical skills in Workers Compensation, General Liability and Automobile Property and Umbrella experience is a plus Strong negotiation and presentation skills Self-motivated individual with a proven track record of premium growth and profitability in handling a book of business Superior marketing skills and familiarity working with agents and brokers of all types.
    $64k-108k yearly est. 3d ago
  • Small Business Sales Account Executive - South Texas

    Delta Dental of California 4.9company rating

    Austin, TX jobs

    This role is responsible for driving sales of Delta Dental products by building, strengthening, and managing relationships with brokers and agents throughout South Texas. The position will proactively maintain and deepen existing partnerships while identifying, cultivating, and securing new business opportunities within the community and among key benefit decision-makers. The ideal candidate will develop and execute a strategic sales plan for the territory, consistently achieving defined production and growth goals. RESPONSIBILITIES Develops and maintains favorable relationships with internal and external partners Develops and pursues a comprehensive sales strategy for general agents, brokers and prospects while managing the sales process from prospect to enrollee for direct leads. Cultivates prospects, initiatives and follows up on direct business opportunities and closes sales to accounts Oversees the generation of company's response to RFPs and resolution of RFP-related issues Develops core selling skills to deliver client-centric solutions - including communication, presentation, negotiation and relationship building skills Gathers and provides competitive intelligence to assist in competitive positioning in the marketplace Utilize and maintain internal sales tools for pipeline management, including broker calls and quote activity Generates reports to track/report activities, progress, and strategies in CRM within 24 hours of activity Works in tandem with Sales Executives in other market segments to effectively service agents/brokers and to encourage them to maintain and grow their clients' business Clearly articulate and position Delta Dental's product features, benefits and value proposition by using sales material and selling techniques. QUALIFICATIONS 2+ w/Bachelor's degree Knowledge of health care marketing and producer partner channels Strong written and verbal communication skills. Presentation skills, ability to build/maintain strong relationships, and interpersonal skills Ability to develop working knowledge of product offerings Strong organizational/time management and project management skills with the ability to multi-task. Proven commitment to customer service. Strong analytical, negotiation and problem-solving skills to quickly and effectively facilitate customer problem resolution. Operate/maintain a personal vehicle for company business and travel as needed Possesses virtual skills with ability to have effective communications through social media platforms. Ability to adapt and use Salesforce and Microsoft products. Health license within 60 Days required Valid driver's license Upon Hire required Base Pay Information The national base pay range at the end is a good-faith estimate of what Delta Dental may pay for new hires. Actual pay may vary based on Delta Dental's assessment of the candidate's knowledge, skills, abilities (KSAs), related experience, education, certifications and ability to meet required minimum job qualifications. Other factors impacting pay include prevailing wages in the work location and internal equity. Pay Grade 21. $80,500 - 174,300 with uncapped commissions. ABOUT THE TEAM At Delta Dental, we're behind millions of smiles and counting. For over 68 years, we've served our communities by increasing access to affordable, quality care - but that commitment to care extends beyond the people we serve, to the dedicated employees who make those smiles genuine. We've come this far by building fair programs that offer opportunities for advancement, create meaningful connections and improve the lives of our employees and their families. Because we know that when we take exceptional care of each other, we can make a positive impact for all. We champion an inspirational workplace through our commitment to trust, service, excellence and innovation. Joining us means working for a company that offers stability and balance, opportunities for leadership at all levels, and a work environment focused on teamwork and camaraderie. Discover the smiling faces behind Delta Dental and experience our values and culture in action by connecting with us on social media. Follow Delta Dental Ins. on Facebook and Instagram, #LifeatDDins on Facebook and Instagram, Delta Dental Ins. on Twitter and Delta Dental Ins. on LinkedIn. If you've got an appetite for innovation and want to be a part of a team that's transforming the future of health care, join us! Since 1955, we have offered comprehensive, high-quality oral health care benefits to millions of enrollees and built the strongest network of dental providers in the country. The Delta Dental of California network includes affiliates Delta Dental Insurance Company; Delta Dental of Pennsylvania; Delta Dental of New York, Inc.; Delta Dental of the District of Columbia; Delta Dental of Delaware, Inc.; and Delta Dental of West Virginia, providing dental benefits to more than 31 million people across 15 states, the District of Columbia, Puerto Rico and the Virgin Islands. The company and its affiliates are part of Delta Dental Plans Association (DDPA), a not-for-profit national association based in Oak Brook, Illinois. Through our national network of Delta Dental companies, we offer dental coverage in all 50 states, Puerto Rico and other U.S. territories. We offer vision coverage through DeltaVision in 15 states and the District of Columbia. Collectively, we deliver benefits to more Americans than any other dental insurance company. Delta Dental Ins. is an equal opportunity employer and is committed to providing a professional work environment free from discrimination and harassment. Individuals seeking employment at Delta Dental are considered without regard to race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, actual or perceived physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status, or any other legally protected category. Delta Dental is committed to providing equal employment opportunities to all employees and applicants for employment. Accordingly, we have adopted and maintain an Equal Employment Opportunity Policy, Harassment-Free Work Environment Policy, and Respectful Workplace policies and will not tolerate violations of these policies. Unfortunately, our Delta Dental Enterprise is unable to hire individuals residing in Alaska, North Dakota, Nebraska, Hawaii, Oklahoma, Vermont, Maine, West Virginia, New Hampshire, Wyoming, Puerto Rico, District of Columbia (Washington D.C.) or other US Territories at this time. Proof of eligibility to work in the United States must be provided if selected for hire. *Delta Dental includes: Delta Dental of California, Delta Dental Insurance Company, Delta Dental of Pennsylvania, and Delta Dental of New York If You Are A Current Employee Click Here To Apply
    $80.5k-174.3k yearly 2d ago
  • Small Business Sales Account Executive - South Texas

    Delta Dental of California 4.9company rating

    Houston, TX jobs

    This role is responsible for driving sales of Delta Dental products by building, strengthening, and managing relationships with brokers and agents throughout South Texas. The position will proactively maintain and deepen existing partnerships while identifying, cultivating, and securing new business opportunities within the community and among key benefit decision-makers. The ideal candidate will develop and execute a strategic sales plan for the territory, consistently achieving defined production and growth goals. RESPONSIBILITIES Develops and maintains favorable relationships with internal and external partners Develops and pursues a comprehensive sales strategy for general agents, brokers and prospects while managing the sales process from prospect to enrollee for direct leads. Cultivates prospects, initiatives and follows up on direct business opportunities and closes sales to accounts Oversees the generation of company's response to RFPs and resolution of RFP-related issues Develops core selling skills to deliver client-centric solutions - including communication, presentation, negotiation and relationship building skills Gathers and provides competitive intelligence to assist in competitive positioning in the marketplace Utilize and maintain internal sales tools for pipeline management, including broker calls and quote activity Generates reports to track/report activities, progress, and strategies in CRM within 24 hours of activity Works in tandem with Sales Executives in other market segments to effectively service agents/brokers and to encourage them to maintain and grow their clients' business Clearly articulate and position Delta Dental's product features, benefits and value proposition by using sales material and selling techniques. QUALIFICATIONS 2+ w/Bachelor's degree Knowledge of health care marketing and producer partner channels Strong written and verbal communication skills. Presentation skills, ability to build/maintain strong relationships, and interpersonal skills Ability to develop working knowledge of product offerings Strong organizational/time management and project management skills with the ability to multi-task. Proven commitment to customer service. Strong analytical, negotiation and problem-solving skills to quickly and effectively facilitate customer problem resolution. Operate/maintain a personal vehicle for company business and travel as needed Possesses virtual skills with ability to have effective communications through social media platforms. Ability to adapt and use Salesforce and Microsoft products. Health license within 60 Days required Valid driver's license Upon Hire required Base Pay Information The national base pay range at the end is a good-faith estimate of what Delta Dental may pay for new hires. Actual pay may vary based on Delta Dental's assessment of the candidate's knowledge, skills, abilities (KSAs), related experience, education, certifications and ability to meet required minimum job qualifications. Other factors impacting pay include prevailing wages in the work location and internal equity. Pay Grade 21. $80,500 - 174,300 with uncapped commissions. ABOUT THE TEAM At Delta Dental, we're behind millions of smiles and counting. For over 68 years, we've served our communities by increasing access to affordable, quality care - but that commitment to care extends beyond the people we serve, to the dedicated employees who make those smiles genuine. We've come this far by building fair programs that offer opportunities for advancement, create meaningful connections and improve the lives of our employees and their families. Because we know that when we take exceptional care of each other, we can make a positive impact for all. We champion an inspirational workplace through our commitment to trust, service, excellence and innovation. Joining us means working for a company that offers stability and balance, opportunities for leadership at all levels, and a work environment focused on teamwork and camaraderie. Discover the smiling faces behind Delta Dental and experience our values and culture in action by connecting with us on social media. Follow Delta Dental Ins. on Facebook and Instagram, #LifeatDDins on Facebook and Instagram, Delta Dental Ins. on Twitter and Delta Dental Ins. on LinkedIn. If you've got an appetite for innovation and want to be a part of a team that's transforming the future of health care, join us! Since 1955, we have offered comprehensive, high-quality oral health care benefits to millions of enrollees and built the strongest network of dental providers in the country. The Delta Dental of California network includes affiliates Delta Dental Insurance Company; Delta Dental of Pennsylvania; Delta Dental of New York, Inc.; Delta Dental of the District of Columbia; Delta Dental of Delaware, Inc.; and Delta Dental of West Virginia, providing dental benefits to more than 31 million people across 15 states, the District of Columbia, Puerto Rico and the Virgin Islands. The company and its affiliates are part of Delta Dental Plans Association (DDPA), a not-for-profit national association based in Oak Brook, Illinois. Through our national network of Delta Dental companies, we offer dental coverage in all 50 states, Puerto Rico and other U.S. territories. We offer vision coverage through DeltaVision in 15 states and the District of Columbia. Collectively, we deliver benefits to more Americans than any other dental insurance company. Delta Dental Ins. is an equal opportunity employer and is committed to providing a professional work environment free from discrimination and harassment. Individuals seeking employment at Delta Dental are considered without regard to race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, actual or perceived physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status, or any other legally protected category. Delta Dental is committed to providing equal employment opportunities to all employees and applicants for employment. Accordingly, we have adopted and maintain an Equal Employment Opportunity Policy, Harassment-Free Work Environment Policy, and Respectful Workplace policies and will not tolerate violations of these policies. Unfortunately, our Delta Dental Enterprise is unable to hire individuals residing in Alaska, North Dakota, Nebraska, Hawaii, Oklahoma, Vermont, Maine, West Virginia, New Hampshire, Wyoming, Puerto Rico, District of Columbia (Washington D.C.) or other US Territories at this time. Proof of eligibility to work in the United States must be provided if selected for hire. *Delta Dental includes: Delta Dental of California, Delta Dental Insurance Company, Delta Dental of Pennsylvania, and Delta Dental of New York If You Are A Current Employee Click Here To Apply
    $80.5k-174.3k yearly 2d ago
  • Small Business Sales Account Executive - South Texas

    Delta Dental of California 4.9company rating

    San Antonio, TX jobs

    This role is responsible for driving sales of Delta Dental products by building, strengthening, and managing relationships with brokers and agents throughout South Texas. The position will proactively maintain and deepen existing partnerships while identifying, cultivating, and securing new business opportunities within the community and among key benefit decision-makers. The ideal candidate will develop and execute a strategic sales plan for the territory, consistently achieving defined production and growth goals. RESPONSIBILITIES Develops and maintains favorable relationships with internal and external partners Develops and pursues a comprehensive sales strategy for general agents, brokers and prospects while managing the sales process from prospect to enrollee for direct leads. Cultivates prospects, initiatives and follows up on direct business opportunities and closes sales to accounts Oversees the generation of company's response to RFPs and resolution of RFP-related issues Develops core selling skills to deliver client-centric solutions - including communication, presentation, negotiation and relationship building skills Gathers and provides competitive intelligence to assist in competitive positioning in the marketplace Utilize and maintain internal sales tools for pipeline management, including broker calls and quote activity Generates reports to track/report activities, progress, and strategies in CRM within 24 hours of activity Works in tandem with Sales Executives in other market segments to effectively service agents/brokers and to encourage them to maintain and grow their clients' business Clearly articulate and position Delta Dental's product features, benefits and value proposition by using sales material and selling techniques. QUALIFICATIONS 2+ w/Bachelor's degree Knowledge of health care marketing and producer partner channels Strong written and verbal communication skills. Presentation skills, ability to build/maintain strong relationships, and interpersonal skills Ability to develop working knowledge of product offerings Strong organizational/time management and project management skills with the ability to multi-task. Proven commitment to customer service. Strong analytical, negotiation and problem-solving skills to quickly and effectively facilitate customer problem resolution. Operate/maintain a personal vehicle for company business and travel as needed Possesses virtual skills with ability to have effective communications through social media platforms. Ability to adapt and use Salesforce and Microsoft products. Health license within 60 Days required Valid driver's license Upon Hire required Base Pay Information The national base pay range at the end is a good-faith estimate of what Delta Dental may pay for new hires. Actual pay may vary based on Delta Dental's assessment of the candidate's knowledge, skills, abilities (KSAs), related experience, education, certifications and ability to meet required minimum job qualifications. Other factors impacting pay include prevailing wages in the work location and internal equity. Pay Grade 21. $80,500 - 174,300 with uncapped commissions. ABOUT THE TEAM At Delta Dental, we're behind millions of smiles and counting. For over 68 years, we've served our communities by increasing access to affordable, quality care - but that commitment to care extends beyond the people we serve, to the dedicated employees who make those smiles genuine. We've come this far by building fair programs that offer opportunities for advancement, create meaningful connections and improve the lives of our employees and their families. Because we know that when we take exceptional care of each other, we can make a positive impact for all. We champion an inspirational workplace through our commitment to trust, service, excellence and innovation. Joining us means working for a company that offers stability and balance, opportunities for leadership at all levels, and a work environment focused on teamwork and camaraderie. Discover the smiling faces behind Delta Dental and experience our values and culture in action by connecting with us on social media. Follow Delta Dental Ins. on Facebook and Instagram, #LifeatDDins on Facebook and Instagram, Delta Dental Ins. on Twitter and Delta Dental Ins. on LinkedIn. If you've got an appetite for innovation and want to be a part of a team that's transforming the future of health care, join us! Since 1955, we have offered comprehensive, high-quality oral health care benefits to millions of enrollees and built the strongest network of dental providers in the country. The Delta Dental of California network includes affiliates Delta Dental Insurance Company; Delta Dental of Pennsylvania; Delta Dental of New York, Inc.; Delta Dental of the District of Columbia; Delta Dental of Delaware, Inc.; and Delta Dental of West Virginia, providing dental benefits to more than 31 million people across 15 states, the District of Columbia, Puerto Rico and the Virgin Islands. The company and its affiliates are part of Delta Dental Plans Association (DDPA), a not-for-profit national association based in Oak Brook, Illinois. Through our national network of Delta Dental companies, we offer dental coverage in all 50 states, Puerto Rico and other U.S. territories. We offer vision coverage through DeltaVision in 15 states and the District of Columbia. Collectively, we deliver benefits to more Americans than any other dental insurance company. Delta Dental Ins. is an equal opportunity employer and is committed to providing a professional work environment free from discrimination and harassment. Individuals seeking employment at Delta Dental are considered without regard to race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, actual or perceived physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status, or any other legally protected category. Delta Dental is committed to providing equal employment opportunities to all employees and applicants for employment. Accordingly, we have adopted and maintain an Equal Employment Opportunity Policy, Harassment-Free Work Environment Policy, and Respectful Workplace policies and will not tolerate violations of these policies. Unfortunately, our Delta Dental Enterprise is unable to hire individuals residing in Alaska, North Dakota, Nebraska, Hawaii, Oklahoma, Vermont, Maine, West Virginia, New Hampshire, Wyoming, Puerto Rico, District of Columbia (Washington D.C.) or other US Territories at this time. Proof of eligibility to work in the United States must be provided if selected for hire. *Delta Dental includes: Delta Dental of California, Delta Dental Insurance Company, Delta Dental of Pennsylvania, and Delta Dental of New York If You Are A Current Employee Click Here To Apply
    $80.5k-174.3k yearly 2d ago
  • Account Executive, Employee Benefits (Small Group)

    Hub International 4.8company rating

    Newport Beach, CA jobs

    ## Account Exectuive, Employee Benefits (Small Group) Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. and expands relationships with employee benefit clients by performing the following duties. The book of business (Small Group) consists of clients with over **20-25 groups** under **100 lives** per group, with self-funded and fully insured plan types. Proficiency with self-funding is preferred.Responsibilities: Helps to develop and implement client's benefits strategies.Interfaces with the client at both the HR Manager/Director as well as the C-Suite level to understand the customer's overall objectives and requirements. Strategies and execution for ACA requirements, COVID and new administration legislation Provides Client's experience reporting requirements Is the team point person regarding escalation of issues or activities that the customer encounters with benefits programs and services.5+ years of related experience within a brokerage environment Experience supporting the small group market (100 lives and under) Self-funding experience is preferred Experience as a strategic lead for accounts (leading client meetings, client teams and the delegation of deliverables) Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions. Industry Knowledge - Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge of related legislation such as ACA, COBRA and HIPAAComputer Skills - Use of Microsoft Word, Excel and PowerPoint to create effective presentations and exhibits.Team Player - Effectively works with team. Leadership - Demonstrates leadership skills; sets example for others to follow. Effectively coaches others in developing their skills and abilities. *The expected salary range for this position is **$105,000.00** to **$115,000.00**and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.*Bonjour. Nous sommes HUB.Dans un monde en rapide évolution, nous conseillons les entreprises et les individus sur la facon de se préparer à l'inattendu. Lorsque vous vous associez à nous, vous êtes au centre d'un vaste réseau d'experts qui vous aideront à atteindre vos objectifs grâce à nos services de gestion de risques, de gestion des demandes d'indemnisation et de soutien en matière de conformité. Vous aurez donc l'esprit tranquille parce que vous saurez que ce qui compte le plus pour vous sera protégé grâce à un appui constant et des solutions d'assurance qui vous mettent en contrôle.À propos de HUB InternationalHUB International Limited (HUB), dont le siège social est situé à Chicago (Illinois), est un important courtier d'assurance mondial qui offre des produits et des services complets dans les domaines de l'assurance de dommages, de l'assurance de personnes, des avantages sociaux, des investissements et de la gestion de risque. Avec des bureaux partout en Amérique du Nord, le vaste réseau de spécialistes de HUB offre la tranquillité d'esprit en protégeant ce qui compte le plus grâce à un appui constant et des solutions d'assurance sur mesure. Pour plus d'informations, veuillez visiter . #J-18808-Ljbffr
    $105k-115k yearly 3d ago
  • Sales Executive

    Chicago Title Insurance Company 4.4company rating

    San Francisco, CA jobs

    Largest Title Insurance Company in the Country. Publicly Traded, NYSE:FNF. Fortune 300 Company. Role Description This is a full-time on-site role located in San Francsico, CA for a Sales Executive. The Sales Executive will be responsible for driving sales growth by identifying and pursuing new business opportunities. Daily tasks include prospecting and generating leads, building and nurturing customer relationships, conducting sales presentations, and meeting sales targets. The role also involves collaborating with the marketing team to develop strategies and staying updated on industry trends to drive optimal results. Qualifications Proven skills in lead generation, client outreach, and business development Strong interpersonal, and communication skills Ability to analyze market trends, prioritize tasks effectively, and work under pressure Working knowledge of CRM systems and other sales-related tools Self-motivated with a results-driven attitude and a focus on exceeding targets Experience in Sales, Marketing, or Real Estate Bachelor's degree in Business, Marketing, or a related field is preferred
    $62k-102k yearly est. 4d ago
  • MRSGM NA Associate Account Manager, Logistics Insurance

    Munich Re 4.9company rating

    Florida jobs

    Munich Re Specialty Global Markets North America (MRSGM N.A.) is looking for enthusiastic individuals to join us as we grow. As part of Munich Re Group, we are a unique organization providing expertise in specialty and marine lines of insurance as well as surety risks and customs bonds with in-house claims solutions. We are seeking a full time Associate Account Manager, Logistics Insurance to join the Roanoke Insurance Group division to be a Hybrid employee in our Long Beach, CA office reporting to the Regional Product Manager, Logistics Insurance. Job Profile * Assist prospects and customers with securing quotes for cargo and cargo related liability insurance * Create and maintain positive relationships with customers and carriers * Provide service to company's sales staff and clients, including proposals, special quotes, binders, certificates of insurance and CoverageDock referrals * Contribute to insurance marketing, servicing, and strategic consulting efforts with current clients in the logistics industry, representing Roanoke in the highest professional manner * Verify insurance company billings/discrepancy reports as required * Assist in the production of new business and handle existing accounts as required * Responsible for coordinating the initial renewal effort for assigned cargo and liability policies Job Requirements * Bachelor's degree preferred or equivalent work experience * P&C Producer's License in domicile state preferred, but not required at start of employment * Excellent customer service skills to explain and provide our products in a prompt and accurate fashion * Above average math skills to work with numbers and percentages * Ability to work effectively and independently in a virtual environment * Strong analytical skills and ability to make decisions, problem solve and think on your feet * Proficiency with written and oral communication; ability to provide information in a clear, concise manner with an appropriate level of detail, empathy and professionalism * Strong organizational skills to maintain documentation in an orderly and accurate manner * Ability to build relationships and work as part of a team in a positive and professional manner * Experience in standard office programs (Windows, Word, Excel) and strong aptitude working with Agency Management system and other proprietary software MRSGM N.A. is open to considering candidates in numerous locations, including Long Beach, CA. The salary range posted below applies to the Company's Long Beach, CA location. The base salary range anticipated for this position is $45,000 to $70,000. In addition, the Company makes available a variety of benefits to employees, including health insurance coverage, life and disability insurance, 401k match, paid holidays, sick time, and paid vacation. The salary estimate displayed represents the typical salary range for candidates hired in this position in Long Beach, CA. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range. About Us MRSGM N.A. is the holding company for Roanoke Insurance Group (RIG) and Munich Re Specialty Group Insurance Services (SIS) located throughout 7 locations in the United States and Canada with over 250 employees. SIS provides insurance to retail and wholesale insurance brokers in North America. Specialty lines include ocean and inland marine, cyber, tech E&O, terrorism, active assailant & political violence. RIG operates as a specialty insurance broker focused on surety, insurance and related offerings for logistics service providers, customs brokers and companies with supply chains. Benefits We offer our employees a diverse work environment which champions professional development, innovation and passion; providing employees with a great benefits package. All of our benefits are effective the first day of employment including: * Generous healthcare plans * Voluntary dental & vision plans * 401(k) plan * Flexible spending plans * Health Savings Accounts (HSA) * Paid time off * Paid holidays * Tuition reimbursement * Short/long term disability * Paid Parental Leave * Employee Assistance Program (EAP) * Employee Wellbeing Program * Community involvement * Life insurance At MRSGM N.A., individuality is a key driver for our success and progress. We believe that leveraging a variety of perspectives and backgrounds, and empowering all employees to make an impact, will motivate us to perform at our best and give us a competitive edge. We know there is always more work to be done, but we're committed to building an inclusive culture where everyone is welcomed and valued for their authentic selves. We offer equal opportunity employment regardless of age, sex, race, color, creed, national origin, religion, veteran status, sexual orientation, atypical hereditary traits, marital status, disability, gender identity or expression, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. California applicants, please review our CA Privacy Statement at: **************************************************
    $45k-70k yearly 3d ago
  • Account Associate I - Employee Benefits

    Alliant Insurance Services 4.7company rating

    Irvine, CA jobs

    Responsible for providing customer service and clerical support to assist the service team in supporting existing accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Creates prospect and customer files on shared drive; Assists with preparing group communication pieces in Campaign Builder and other programs; Coordinates Form 5500 completion process with clients; Organizes client health vendor programs and wellness fairs; Updates BenefitPoint, BrainShark, BenIQ and other proprietary databases; Coordinates or assists with organizing WebEx meetings for Account Executives; Attends client Open Enrollment meetings to learn and develop presentation skills; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned. QUALIFICATIONS High School Diploma or equivalent combination of education and experience Bachelor's Degree One (1) or more years related work experience Valid Insurance License Must continue to meet Continuing Education requirements for license renewal SKILLS Good verbal and written communication skills Good customer service skills, including telephone and listening skills Good problem solving and time management skills Intermediate typing skills (30 - 35 wpm) Ability to work within a team and to foster teamwork Ability to prioritize work for multiple projects and deadlines #LI-AS1
    $49k-64k yearly est. 6d ago
  • Account Associate

    Hub International 4.8company rating

    Houston, TX jobs

    About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity. General Description (SUMMARY, Scope, Purpose): The Personal Lines Account Associate is responsible for assisting Personal Lines Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies and procedures of the Company. Essential Duties & Responsibilities: The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload. * Prepares invoices, transmittals, ID cards, binders and cancellation forms as required * Reviews and processes change requests in the agency management system and confirms completeness and accuracy * Sets- up and maintains new and renewal client files * Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager or Producer * Provides quality customer service to clients, team members, and carriers * Prepares policies for delivery to clients including generating proposals and annual reviews for renewals and new business * Communicates with company personnel regarding the client's needs and/or issues * Maintains an accurate suspense system on all items that require a response * Fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc. * Maintains complete customer files * Responsible for scanning communications and documents * Input/maintain data on account management system and ancillary systems as required * Provide mail room and switchboard support, when needed * Other reasonable duties as assigned by your supervisor and overall support of the Account Manager and Producer Qualifications: * Insurance industry experience preferred * Property & Causality Insurance license required (or obtained within the first 90 days of employment). * Exceptional customer service skills * Excellent organizational, interpersonal, communication skills * Proven ability of working in a successful team environment * Strong data entry skills * Ability to exercise independent judgment * Proficient in Microsoft Word, Excel, Outlook, and internet utilization * Applied Agency Management System experience preferred but not required Your Future with HUB: Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement. * Our Vision: To be everywhere risk exists - today and tomorrow. Helping protect what matters most. * Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities. * Our Core Values: * Entrepreneurship: We encourage innovation and educated risk-taking. * Integrity: We do the right thing every time. * Teamwork: We work together to maximize results. * Accountability: We measure and take responsibility for outcomes. * Service: We serve customers, communities and colleagues If you value what we value, and like the perks along the way - Apply TODAY! Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $44k-57k yearly est. Auto-Apply 15d ago
  • Junior Account Manager

    210 Consulting LLC 4.4company rating

    San Antonio, TX jobs

    Job DescriptionBenefits: Opportunity for advancement Training & development Bonus based on performance Junior Account Manager San Antonio, TX Ready to start a career, not just a job? Join a high-energy team where training, growth, and opportunity are unlimited. Were hiring Junior Account Managers in San Antonio, TX, to help us connect with clients, grow relationships, and develop future leaders. Why Youll Love It Immediate Start + Paid Training Learn hands-on from top leaders. Career Growth Clear path to senior management and leadership roles. Culture & Team Energy Work hard, have fun, and win together. Earning Potential Competitive base pay + performance bonuses + commissions. Average first-year earnings: $50,000$75,000+ based on performance. What Youll Do Build and manage client relationships with professionalism and care. Conduct interactive sales presentations and develop custom solutions. Support client retention and satisfaction. Collaborate with your team to hit weekly and monthly goals. Track activity and progress in Salesforce. What Were Looking For 12 years in customer service, sales, or hospitality preferred (we train too!). Strong communication and people skills. Self-motivated, competitive, and ready to grow fast. Positive, coachable, and driven to succeed. Details Location: San Antonio, TX (in-person only) Schedule: Full-time, day shift, Monday through Friday Apply Now! Start your journey toward leadership today. Interviews are happening immediately dont miss your shot at joining one of San Antonios fastest-growing teams!
    $50k-75k yearly 3d ago
  • Junior Property and Casualty Account Manager

    Integrity Marketing Group 3.7company rating

    Tyler, TX jobs

    Property & Casualty Insurance Account Manager Copeland Insurance Group Tyler, TX About Copeland Insurance Group Copeland Insurance Group has been serving Americans from their headquarters in Longview, Texas since 1964. Their personal, service-driven approach has earned this company a place among the top businesses in the industry. For over half of a century, Copeland Insurance Group has provided a variety of different coverage options to thousands of people across America. Copeland is an independent agency and a proud member of the Integrity Family of Companies. Job Summary We are looking to hire a dedicated and ambitious Property & Casualty Insurance Account Manager to join our team. The role involves managing an existing group of clients and identifying networking opportunities to connect with new potential clients to understand their needs and offer suitable insurance products and policies. Ultimately, the Property & Casualty Insurance Account Manager role is to ensure a positive experience for our clients, as well as meet the customers' needs placing them with the correct product and carrier. Ideal candidates are those with excellent interpersonal skills, a deep understanding of property and casualty insurance policies, and the ability to work towards agency service goals. Primary Responsibilities: * Network and build relationships with potential clients * Understand the individual needs of the clients and recommend suitable insurance policies * Complete all necessary paperwork related to insurance policies * Stay up to date with changes in insurance products, compliance and regulations * Maintain records of insurance policies sold and prospective clients * Address and resolve clients' complaints and queries promptly and professionally Primary Skills & Requirements: * General Property & Casualty Insurance License-TEXAS preferred or willingness to obtain within the first 90 days of employment. * High School Diploma or GED * Proficient in Agency Account Management Software (Ex: Applied Epic, PL Rater) * Proficient in Microsoft Excel * Effectively manage time and have the ability to prioritize tasks and use a sense of urgency to meet strict deadlines * Strong attention to detail and accuracy * Excellent analytical and problem-solving skills * Ability to sit for long periods of time and execute extensive support to clients via phone and email correspondence * Ability to work independently and as part of a team Benefits Available * Medical/Dental/Vision Insurance * 401(k) Retirement Plan * Paid Holidays * PTO * Community Service PTO * FSA/HSA * Life Insurance * Short-Term and Long-Term Disability About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
    $41k-55k yearly est. Auto-Apply 6d ago
  • Account Associate - State Farm Agent Team Member

    John Peters-State Farm Agent 3.3company rating

    Delray Beach, FL jobs

    Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Delray Beach, FL and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for John Peters - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Manage customer accounts and update information in the database. Assist customers with policy changes and inquiries. Process insurance claims and follow up with customers on claim status. Coordinate with underwriters to ensure timely policy issuance. QUALIFICATIONS: Strong organizational skills and attention to detail. Excellent customer service and communication skills. Previous experience in insurance or a related field preferred.
    $33k-41k yearly est. 7d ago
  • Account Associate - State Farm Agent Team Member

    John Long-State Farm Agent 3.3company rating

    Jourdanton, TX jobs

    Job DescriptionBenefits: Hiring bonus Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for John Long - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Manage customer accounts and update information in the database. Assist customers with policy changes and inquiries. Process insurance claims and follow up with customers on claim status. Coordinate with underwriters to ensure timely policy issuance. QUALIFICATIONS: Strong organizational skills and attention to detail. Excellent customer service and communication skills. Previous experience in insurance or a related field preferred.
    $34k-43k yearly est. 27d ago
  • Insurance Agency Bookkeeper

    Arroyo Insurance Services 4.2company rating

    Redlands, CA jobs

    Job Description Arroyo Insurance Services - Redlands is a well-established Independent Commercial and Personal Lines Insurance Agency, serving small to medium-sized businesses, non-profit organizations, and individuals. With a history dating back to 1936 and nearly 70 years of continuous family ownership, we pride ourselves on offering comprehensive risk management solutions while fostering a team/family environment for both clients and staff. Our agency is deeply rooted in the Inland Empire and greater Southwest/SoCal Region, with affiliations across all 50 states and a network of partner offices. We are currently seeking a skilled Insurance Account Bookkeeper to join our team in Redlands, CA. In this role, you will play a vital part in our financial operations, ensuring accuracy and efficiency in all accounting processes. From verifying and processing journal entries to conducting audits and maintaining historical records, you will contribute to the smooth functioning of our agency's financial systems. Apply Today! If you're ready to join a dynamic team in a flexible part-time role and contribute to the growth and success of a legacy agency, apply today to become part of the Arroyo Insurance Services family. Benefits Hourly Base Salary Based on Experience Hands on Training Professional Work Environment Equipment Provided Flexible Schedule Mon-Fri Schedule Career Growth Opportunities Responsibilities Be available to work 20-25hrs in person per week Verify, analyze, process, allocate, and post journal entries for all Accounts Receivable Review, enter, verify, and adjust general ledger entries Reconcile multiple accounts, including bank statements, lines of credit, inventory, and payroll Conduct audits to ensure accurate posting and balanced accounts Maintain organized historical records, including filing and archiving Requirements Bachelor's or Associate's degree in Accounting/Bookkeeping/Finance with at least 5 years of experience, or 15 years of experience without a degree Previous experience in the Insurance Industry (Insurance License not Required) Proficiency in computer spreadsheet software and MS Office products Excellent communication skills and ability to work in a team Proven problem-solving and troubleshooting abilities Comfortable working in a fast-paced environment with a high level of attention to detail
    $40k-56k yearly est. 10d ago
  • ACCOUNTS RECEIVABLE SPECIALIST WORKERS COMPEN

    PSN Services LLC 3.9company rating

    Plano, TX jobs

    Job Description About Legent Health At Legent Health, our mission is simple yet profound: “To provide first-class health care that puts YOU first.” Our vision reflects our commitment to excellence: “Through robust physician partnerships, become a nationwide leader in compassionate, quality healthcare focused on the patient and available to everyone.” Our values, also known as our brand pillars, define how we stay true to our identity in the healthcare industry and the communities we serve. These values are central to everything we do: Respect: We honor the time and trust of both patients and physicians by delivering organized, efficient services that ensure a seamless healthcare experience. Service: We are committed to highly personalized care for patients, their families, and the physicians who serve them, driving optimal outcomes for all. Leadership: We strive to be a trusted leader through innovation, clear communication, and unwavering dedication to excellence across our employees and partners. Joining Legent Health means being part of a team that lives these principles every day, as we build a future focused on compassionate, quality care. About the Role The AR Specialist - Texas Workers' Compensation will manage the complete revenue cycle for workers' compensation surgical claims at our specialty surgical facilities, focusing on spine, orthopedic, ENT, and pain management procedures. This role serves as the primary liaison between our facility and workers' compensation carriers, employers, adjusters, and case managers to expedite claim resolution and optimize reimbursement for services rendered. POSITION'S ESSENTIAL RESPONSIBILITIES: Primary Claims Management: Manage surgical workers' comp claims from authorization through payment - Track all workers' compensation surgical cases from initial scheduling through final reimbursement Collaborate with Verification of Benefits team - Assist in reviewing compensability determinations, confirming active claim status, and identifying red flags that could impact payment Partner with coding team on documentation - Review operative reports and clinical documentation to ensure medical necessity is clearly established and services are appropriately coded Expedite claim resolution - Proactively follow up on unpaid claims and work directly with adjusters to resolve payment delays Relationship Management: Build strategic relationships with adjusters at major carriers to facilitate faster claim processing Coordinate with nurse case managers to ensure surgical procedures are properly authorized Engage with employer representatives when appropriate to clarify coverage issues or expedite approvals Serve as facility liaison - Act as primary point of contact for all workers' compensation stakeholders Revenue Optimization: Maximize reimbursement under Texas fee schedules for surgical procedures, implants, and ancillary services Appeal underpayments and denials - Identify payments below fee schedule requirements or incorrect surgical reimbursement calculations Manage stop-loss and outlier provisions for high-cost surgical cases Track implant and device costs - Ensure proper billing for surgical implants, biologics, and high-cost medical devices Preauthorization and Compliance: Navigate preauthorization requirements - Work with clinical teams to obtain all required authorizations before surgery Manage concurrent review requirements for procedures requiring ongoing authorization Handle peer-to-peer reviews - Facilitate physician discussions to support medical necessity Ensure timely filing compliance within Texas-mandated timeframes Specialized Surgical Focus: Spine procedures - Manage complex spine surgery claims including fusions, disc replacements, and neurostimulator implants Orthopedic surgery - Handle joint replacements, arthroscopic procedures, and fracture repairs Pain management - Process claims for epidural injections, nerve blocks, and spinal cord stimulator trials/implants ENT surgical claims - Manage sinus surgeries and other ENT procedures related to workplace injuries Reporting and Analysis: Track carrier-specific payment patterns and denial reasons Identify process improvement opportunities based on denial patterns Maintain detailed account notes documenting all payer interactions Provide regular updates to leadership on workers' comp AR performance POSITION REQUIREMENTS: Exceptional relationship-building skills with adjusters, case managers, and employer representatives Strong collaborative approach working with internal teams (verification, coding, clinical) Expert knowledge of surgical reimbursement and Texas workers' comp fee schedules Negotiation and advocacy skills to professionally advocate for appropriate reimbursement Understanding of surgical procedures in spine, orthopedic, ENT, and pain management Workers' comp billing expertise including preauthorization and carrier-specific requirements Problem-solving orientation to identify payment issues and develop solutions Excellent communication skills with external partners and internal teams Detail-oriented with strong follow-through and systematic claim tracking Technology proficiency with practice management systems and workers' comp portals Customer service mindset understanding employers and adjusters as customers Experience in multi-specialty surgical facilities with high-dollar spine and orthopedic cases (Preferred) Established relationships with major Texas workers' comp carriers and TPAs (Texas Mutual, Travelers, Sedgwick, Gallagher Bassett, CorVel) (Preferred) Knowledge of specific surgical authorization requirements for complex procedures (Preferred) Experience with both in-network and out-of-network negotiations (Preferred) Understanding of ODG (Official Disability Guidelines) and Milliman care guidelines (Preferred) Certification in healthcare revenue cycle (CRCR) or workers' compensation (CWCP) (Preferred) Bilingual (English/Spanish) to communicate with diverse injured worker populations (Preferred) EDUCATION AND EXPERIENCE REQUIREMENTS: Minimum 3-5 years of workers' compensation billing experience in a surgical facility setting (ASC or hospital outpatient preferred) Proven experience working surgical workers' comp claims for spine, orthopedic, or pain management procedures Demonstrated success building relationships with adjusters and case managers Experience collaborating with clinical teams for documentation and authorizations Track record of successful claim resolution including appeals and negotiations Understanding of surgical fee schedules including implant pass-through calculations Why Join Legent Health? Legent Health fosters an environment where team members are empowered to deliver exceptional care while growing professionally within a supportive, values-driven culture. We Offer: Competitive salary and performance incentives Comprehensive benefits package Paid time off and wellness programs Career development and training opportunities Equal Employment Opportunity (EEO) Statement Legent Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other legally protected characteristic. I-9 and E-Verify Compliance: Employment eligibility will be verified through the U.S. Department of Homeland Security's E-Verify system. All applicants must provide valid documentation to establish identity and authorization to work in the United States, as required by federal law.
    $35k-44k yearly est. 15d ago
  • Accounts Receivable Specialist Workers Compen

    PSN Services 3.9company rating

    Plano, TX jobs

    About Legent Health At Legent Health, our mission is simple yet profound: “To provide first-class health care that puts YOU first.” Our vision reflects our commitment to excellence: “Through robust physician partnerships, become a nationwide leader in compassionate, quality healthcare focused on the patient and available to everyone.” Our values, also known as our brand pillars, define how we stay true to our identity in the healthcare industry and the communities we serve. These values are central to everything we do: Respect: We honor the time and trust of both patients and physicians by delivering organized, efficient services that ensure a seamless healthcare experience. Service: We are committed to highly personalized care for patients, their families, and the physicians who serve them, driving optimal outcomes for all. Leadership: We strive to be a trusted leader through innovation, clear communication, and unwavering dedication to excellence across our employees and partners. Joining Legent Health means being part of a team that lives these principles every day, as we build a future focused on compassionate, quality care. About the Role The AR Specialist - Texas Workers' Compensation will manage the complete revenue cycle for workers' compensation surgical claims at our specialty surgical facilities, focusing on spine, orthopedic, ENT, and pain management procedures. This role serves as the primary liaison between our facility and workers' compensation carriers, employers, adjusters, and case managers to expedite claim resolution and optimize reimbursement for services rendered. POSITION'S ESSENTIAL RESPONSIBILITIES: Primary Claims Management: Manage surgical workers' comp claims from authorization through payment - Track all workers' compensation surgical cases from initial scheduling through final reimbursement Collaborate with Verification of Benefits team - Assist in reviewing compensability determinations, confirming active claim status, and identifying red flags that could impact payment Partner with coding team on documentation - Review operative reports and clinical documentation to ensure medical necessity is clearly established and services are appropriately coded Expedite claim resolution - Proactively follow up on unpaid claims and work directly with adjusters to resolve payment delays Relationship Management: Build strategic relationships with adjusters at major carriers to facilitate faster claim processing Coordinate with nurse case managers to ensure surgical procedures are properly authorized Engage with employer representatives when appropriate to clarify coverage issues or expedite approvals Serve as facility liaison - Act as primary point of contact for all workers' compensation stakeholders Revenue Optimization: Maximize reimbursement under Texas fee schedules for surgical procedures, implants, and ancillary services Appeal underpayments and denials - Identify payments below fee schedule requirements or incorrect surgical reimbursement calculations Manage stop-loss and outlier provisions for high-cost surgical cases Track implant and device costs - Ensure proper billing for surgical implants, biologics, and high-cost medical devices Preauthorization and Compliance: Navigate preauthorization requirements - Work with clinical teams to obtain all required authorizations before surgery Manage concurrent review requirements for procedures requiring ongoing authorization Handle peer-to-peer reviews - Facilitate physician discussions to support medical necessity Ensure timely filing compliance within Texas-mandated timeframes Specialized Surgical Focus: Spine procedures - Manage complex spine surgery claims including fusions, disc replacements, and neurostimulator implants Orthopedic surgery - Handle joint replacements, arthroscopic procedures, and fracture repairs Pain management - Process claims for epidural injections, nerve blocks, and spinal cord stimulator trials/implants ENT surgical claims - Manage sinus surgeries and other ENT procedures related to workplace injuries Reporting and Analysis: Track carrier-specific payment patterns and denial reasons Identify process improvement opportunities based on denial patterns Maintain detailed account notes documenting all payer interactions Provide regular updates to leadership on workers' comp AR performance POSITION REQUIREMENTS: Exceptional relationship-building skills with adjusters, case managers, and employer representatives Strong collaborative approach working with internal teams (verification, coding, clinical) Expert knowledge of surgical reimbursement and Texas workers' comp fee schedules Negotiation and advocacy skills to professionally advocate for appropriate reimbursement Understanding of surgical procedures in spine, orthopedic, ENT, and pain management Workers' comp billing expertise including preauthorization and carrier-specific requirements Problem-solving orientation to identify payment issues and develop solutions Excellent communication skills with external partners and internal teams Detail-oriented with strong follow-through and systematic claim tracking Technology proficiency with practice management systems and workers' comp portals Customer service mindset understanding employers and adjusters as customers Experience in multi-specialty surgical facilities with high-dollar spine and orthopedic cases (Preferred) Established relationships with major Texas workers' comp carriers and TPAs (Texas Mutual, Travelers, Sedgwick, Gallagher Bassett, CorVel) (Preferred) Knowledge of specific surgical authorization requirements for complex procedures (Preferred) Experience with both in-network and out-of-network negotiations (Preferred) Understanding of ODG (Official Disability Guidelines) and Milliman care guidelines (Preferred) Certification in healthcare revenue cycle (CRCR) or workers' compensation (CWCP) (Preferred) Bilingual (English/Spanish) to communicate with diverse injured worker populations (Preferred) EDUCATION AND EXPERIENCE REQUIREMENTS: Minimum 3-5 years of workers' compensation billing experience in a surgical facility setting (ASC or hospital outpatient preferred) Proven experience working surgical workers' comp claims for spine, orthopedic, or pain management procedures Demonstrated success building relationships with adjusters and case managers Experience collaborating with clinical teams for documentation and authorizations Track record of successful claim resolution including appeals and negotiations Understanding of surgical fee schedules including implant pass-through calculations Why Join Legent Health? Legent Health fosters an environment where team members are empowered to deliver exceptional care while growing professionally within a supportive, values-driven culture. We Offer: Competitive salary and performance incentives Comprehensive benefits package Paid time off and wellness programs Career development and training opportunities Equal Employment Opportunity (EEO) Statement Legent Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other legally protected characteristic. I-9 and E-Verify Compliance: Employment eligibility will be verified through the U.S. Department of Homeland Security's E-Verify system. All applicants must provide valid documentation to establish identity and authorization to work in the United States, as required by federal law.
    $35k-44k yearly est. Auto-Apply 43d ago
  • Accounts Receivable Specialist

    Lockton 4.5company rating

    Overland Park, KS jobs

    Lockton Affinity, in Overland Park, KS is seeking an Accounts Receivable Specialist to join our Accounting team. The Accounts Receivable Specialist supervises the overall collection of accounts receivable; to ensure timely payment of accounts receivable to prevent financial losses. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Collects past due accounts receivable by emailing, writing, and telephoning customers * Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer. * Communicates in a positive manner to contribute to a cohesive, pleasant work environment. * Follows up on problem accounts; obtains information from customers or associate assigned to account or other departments to resolve issues * Operates alphanumeric keyboard to enter data into and retrieve data from system, and verifies by sight that keyed data is accurate, complete and conforms to established standards. * May draft finance agreements and coordinate delivery of document to finance company. * Handles requests for intent to cancel insurance, reinstatement, and cancellation of insurance for non-payment in compliance with cancellation guidelines. * Reports and discusses potential trouble accounts to Premium Transaction Supervisor, offers solutions for collection and provides recommendations for handling. * Oversees follow-through efforts on collections resulting from audits. * Analyzes receivables reports. * Makes recommendations to Premium Transaction Supervisor regarding account write-offs. * May process payments using payment software available. * Prepare all client refunds. * Protects the confidentiality of all information learned by performing the duties of the position. * Could be responsible for month-end closing of assigned agencies.
    $34k-41k yearly est. 34d ago

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