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Insurance Office of America jobs in Tampa, FL

- 23 jobs
  • Client Service Representative

    Brown & Brown, Inc. 4.6company rating

    Saint Petersburg, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. We are Seeking a Customer Service Representative to join our growing team in St. Petersburg, FL. Provides support to Producer and Account Manager in obtaining, maintaining, expanding and servicing commercial lines accounts by performing the following duties. How You Will Contribute * Assists Account Manager in obtaining information from the client for new and renewal policies, updates applications and policy detail. * Rates, quotes, and issues policies as required. * Reviews new and renewal policies for accuracy for delivery to the insured and updates detail in computer. * Reviews and invoices endorsements for accuracy and sends to the insured * Prepares change requests to the company requesting policy changes, and updates AMS360 & Imageright accordingly * Keeps suspense (activity) items current. * Prepares proposals for renewal on smaller accounts * Issues Certificates of Insurance and Auto ID cards, as needed. * Issues Summaries of Insurance. * Prepares Invoices. * Enters policy detail on accounts not yet entered. * Processes mail * Prepares accounts for market accounts per instructions from Account Manager or Producer. * Keeps abreast of industry changes and trends. * Talks with customers by phone or in person inside agency office. * Undertakes additional responsibilities as required in the Account Manager's absence (telephone calls, producer calls, client requests, etc.) * Orders MVRs * Participates in seminars and classes for knowledge and skill development. * All other duties as assigned * Order loss runs and completely loss run charts when needed Licenses and Certifications: * Currently 4-40 Licensed Skills & Experience to Be Successful * Strong technical insurance knowledge and background. * Strong communication and negotiation skills under stressful situations. * Strong team member who proactively assists all other members of this team. * Ability to maintain a professional manner at all times. * Strong Microsoft Word and Excel knowledge * Advanced time management and organization skills Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: * Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance * Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement * Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services * Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".
    $29k-46k yearly est. Auto-Apply 20d ago
  • Commercial Lines Marketing Executive

    Hub International 4.8company rating

    Tampa, FL job

    About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected - through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development . Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Comprehensive Wellness Program Paid Parental Leave Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance, because that's important for all of us! Focus on creating a meaningful environment through employee engagement events The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! Growth potential - HUB is constantly growing and so can your career! A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives SUMMARY: Our team is growing, and we are looking for a driven, results-oriented person who is passionate about working with carrier and wholesaler partners and customers. If you like learning, helping clients, and working with a team, this is the right fit for you. As the Marketing Executive, you are responsible for the effective marketing of insurance risks for our existing clients and new prospects. ESSENTIAL DUTIES AND RESPONSIBILITIES: Market all lines of commercial insurance and directly impact revenue goals through the acquisition of new business and the retention of renewals. Assist in the analysis of line of business and insurance company production trends, and make recommendations to correct deficiencies. Act as account liaison for the producer in dealing with other departments within Hub for the quoting of specialized lines of coverage. Assist producers with explanation of coverage analysis in the renewal process, and participate in renewal presentations when requested. Execute a quality control process for policies and quotations delivered assuring coverage, condition, rating, and pricing accuracy by completing program analysis/comparisons. Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, company visitations, and firm, but fair negotiations to include monthly calls as directed by leadership. Some travel could be required monthly. Maintain state of the art knowledge of market underwriting appetite, line of business trends, insurance company changes, rating techniques, and coverage developments. Demonstrate an understanding of our company utilization strategies by appropriate risk submissions. REQUIREMENTS: 5 to 10 years of marketing and negotiation experience with renewals and new business College or University degree preferred Current 2-20 Florida Property & Casualty license Intermediate to advanced Level of Microsoft Office Suite proficiency Thorough and advanced knowledge of commercial lines coverage and markets High energy, detail-oriented self-starter Strong leadership and team-building skills Significant skill in handling & completing demands and projects Excellent organizational skills and ability to prioritize Strong interpersonal, written and oral communication skills Department MarketingRequired Experience: 5-7 years of relevant experience Required Travel: NegligibleRequired Education: High school or equivalent 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.
    $69k-95k yearly est. Auto-Apply 60d+ ago
  • Commercial Lines Account Executive

    Hub International 4.8company rating

    Tampa, FL job

    HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: * Competitive salaries and benefits offerings * Medical/dental/vision insurance and voluntary insurance options * Health Savings Account funding * 401k matching program * Company paid Life and Short-Term Disability Plans * Supplemental Life and Long-Term Disability Options * Comprehensive Wellness Program * Paid Parental Leave * Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off * Great work/life balance, because that's important for all of us! * Focus on creating a meaningful environment through employee engagement events * The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! * Growth potential - HUB is constantly growing and so can your career! * A rewarding career that helps local businesses in the community * Strong community support and involvement through HUB Gives SUMMARY: The Commercial Lines Account Executive will provide professional, courteous account management and brokerage services to assigned clients. You have the primary responsibility for account strategy, relationship, and retention. In providing the highest level of support to our producers, clients, carrier representatives, underwriters, business partners, and HUB colleagues you will positively impact customer satisfaction and client retention. In addition, your account management expertise will support the organic growth goals of the organization by maintaining and expanding business, which includes account rounding, cross-selling and the development of new business. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Leads all aspects of client service, marketing, and renewal of the book of business * Acquires understanding of clients' business and insurance objectives and critically analyzes and compares insurance plans and HUB services to determine suitability for additional opportunities; assess client risk to ensure not coverage gaps exist * Lead resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve except when an established claim servicing protocol exists * Manages, organizes, and conducts client meetings in coordination with producer * Assists in the development and execution of client service agreements * Key driver for executing critical path work for clients: Identifies opportunities for cross-sell and up-sell of other HUB products and services where appropriate * Negotiate terms, conditions, and pricing directly with insurance carriers except when centralized placement is the norms * Possess a detailed knowledge of the client's business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions * Develop strong and productive professional relationships with cognizant insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier's products and services in support of assigned clients * Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests * Supports, mentors, and develops more junior account service team members * May travel for client meetings between 25 - 50% of the time. REQUIREMENTS: * 5 - 7 years of applicable insurance/agency experience * Experience with influencing C-level executives * Exceptional written and verbal communication skills * Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook) * Detail-oriented self-starter * Strong leadership, mentoring, and team-building skills * Significant skill in handling competing demands and projects * Excellent organizational skills and ability to prioritize and delegate responsibility * Education Requirements * Four-year college degree preferred * Licensing or Certification Requirements * Relevant Insurance licenses per state/regional statutes * Advanced professional designation highly desirable (e.g. AIC, AAI, ARM, CIC, CPCU) Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel: Negligible 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.
    $43k-62k yearly est. Auto-Apply 38d ago
  • Senior Financial Operations Audit Analyst

    Brown & Brown, Inc. 4.6company rating

    Tampa, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Senior Internal Auditor will play a crucial role in assessing and improving the effectiveness of our internal controls, risk management, and governance processes. This position requires strong analytical skills, attention to detail, and the ability to communicate effectively with stakeholders at all levels. How You Will Contribute * Prepare and review the various sections of the audit programs for Integrated, Financial, Cash, and Financial Team Leader reviews * Manage the day to day operations of the field work and track the teams' progression to the completion of review * Prepare and review the Draft Report and Final Report before issuance to relevant parties * Assist with recruiting and training of Internal Audit Team Members * Track and Foster the growth of individual team members * Recruit applicants, process resumes, and hold interviews alongside the Regional Director/Manager * Perform other specific duties and projects as assigned Skills & Experience to Be Successful * Bachelors in Accounting or Finance * 3-5 years relevant work experience with public accounting or internal audit preferred * Highly motivated with strong collaborative, organization skills and focus to detail * Core accounting knowledge and ability to apply accounting concepts in analyzing documentation and process reviews * Comfortable with fast paced activity and ability to prioritize multiple audits to meet deliverable dates * Excellent written and verbal communication skills * Pursuit of technical educations and various insurance designations required and should have or actively be seeking CPA or CIA Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: * Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance * Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement * Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services * Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".
    $61k-78k yearly est. Auto-Apply 22d ago
  • Employee Benefits Account Manager- Select

    Hub International 4.8company rating

    Tampa, FL job

    **About HUB** In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected - through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. **Why Choose HUB?** Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development **_._** Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. **WHAT WE OFFER YOU:** At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: + Competitive salaries and benefits offerings + Medical/dental/vision insurance and voluntary insurance options + Health Savings Account funding + 401k matching program + Company paid Life and Short-Term Disability Plans + Supplemental Life and Long-Term Disability Options + Comprehensive Wellness Program + Paid Parental Leave + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's important for all of us! + Focus on creating a meaningful environment through employee engagement events + The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! + Growth potential - HUB is constantly growing and so can your career! + A rewarding career that helps local businesses in the community + Strong community support and involvement through HUB Gives **SUMMARY:** The Employee Benefits Account Manager markets and services accounts in accordance with company objectives and procedures; complements advisor responsibilities for new business development and existing client perpetuation, and is expected to maintain a book of accounts based on location practice. **In this role, you will:** + Assist EB Advisor with request for insurance coverage quotes from insurance companies for organizational groups (business, nonprofits, etc.). + Complete comparisons, benefit/cost analysis and reports for advisor's and team's review and discussion per established procedures and practice. + Policy data entered into electronic system accurately and kept current within time guidelines established by procedure and practice. + On renewals, process changes or amendments to coverage/policy during and after policy review and application process. Oversee internal activity in posting, handling and filing to ensure accurate and timely completion. + Responsible to communicate with other team members and assist advisor to ensure timely follow-up on group and individual renewal dates. Regularly maintain and follow-up on x-dates with broker 45-60 days prior to renewal dates. + Responsible for maintenance of proper documentation and timely follow-up for resolution with insurance companies and insureds on problems with policy services, claims or coverage concerns. + Assist advisor in insurance business, quotes, and other such matters as may be directed from time to time by established procedures and practice. + Respond to inquiries from insureds on changes or amendments to coverage/policy. + Schedule with advisor quarterly reviews of group insurance status, needs, and problem resolution - whether in person or by mail/fax/phone. + Timely print-out, review and distribute information and reports (changes, quotes, commissions, etc) on status and activity on individual and group plans to ensure prompt attention and appropriate involvement by broker. + Prepare and maintain accurate quote comparison sheets on each insurance company for review and use in determining coverage costs and benefits. + Key detailed claims activity and costs into electronic programs as established by internal procedures and practice. Properly and timely complete all data entry monthly for report generation to self-funded groups. + Maintain proper documentation and filing of correspondence and activity with insurance company and insured on problem claims. Provide some training to those who assist in tracking and resolution of claims issues. + Internal correspondence on active work assignments responded to and kept current with advisors, other member and management on a regular and consistent basis. + Perform routine review and analysis of documentation, insurance applications and policy issuance files for accuracy and completeness. + Maintain knowledge of all lines of coverage. + Follow agency procedures and insurance company regulations. + Maintain awareness of market conditions, changes, and current legislation. + Attend meeting as scheduled. Follow-up identified and work assigned to update and complete work in progress and records information. + Perform other specific duties and projects as assigned by management. + Provide training/mentoring to Customer Service Representatives. **What you offer us:** + Life & Health 215 license + Understand and analyze insurance coverage's, forms, and policies. + Above average mathematical skills and ability to rate insurance policies. + Strong written and oral communication skills. + Organize, set, and maintain priorities. + Work with little supervision. Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent 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.
    $45k-69k yearly est. 60d+ ago
  • Accounting Associate

    Brown & Brown, Inc. 4.6company rating

    Saint Petersburg, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking an Accounting Associate to join our growing team in St. Petersburg, FL. The Accounting Assoicate is responsible for efficiently managing and processing the company's invoices and payments. This includes verifying, coding, and recording expenses, ensuring accuracy in all transactions, and adhering to established financial policies. The role also involves maintaining vendor relationships, resolving discrepancies, and ensuring timely payments to avoid disruptions in operations. How You Will Contribute * Responsible for Account Current and/or Item Basis reports and reconciliation. * Responsible for Account Current and/or Item Basis Carrier payables. * Assists with premium corrections and day-to-day accounting issues with underwriting teams. * Corresponds with carriers regarding balances & works with Carriers and/or underwriting teams to resolve issues and reconcile discrepancies. * Corresponds with carriers to ensure return premium funds are collected timely and recorded appropriately. * Responsible for reviewing and resolving outstanding checks aged 90 days or greater. * Cross-trained in accounting functions to help fill-in covering vacations or any other absences. Skills & Experience to Be Successful * Minimum education or prior job experience - High School Diploma or General Education Degree (GED); or one - three months related experience and/or training; or equivalent combination of education and experience. * Proficient with MS Office * Exceptional telephone demeanor * Ability to maintain a high level of confidentiality. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: * Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance * Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement * Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services * Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".
    $32k-46k yearly est. Auto-Apply 10d ago
  • Director, Agency Development

    Brown & Brown, Inc. 4.6company rating

    Tampa, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Orchid Insurance, an Arrowhead Intermediaries company, is seeking a Director of Agency Development to join our growing team. The Director of Agency Development is responsible for the achievement of goals and objectives, including new business policy acquisition, customer retention, agent satisfaction and direct reports. Manages continuous improvement in distribution productivity, ensuring the delivery of quality training and development programs. The job functions include recruiting, training, and supervision of agency development managers. To be successful in this position, you should be able to build instant rapport with people and be a good listener. How You Will Contribute: * Under the direction of Distribution Management, responsible for the performance of the agency development team and is expected to achieve results through consistent recruitment, training, and supervising activities. * Ensure proper staffing goals are met, and manage activities associated with the selection and performance of new agency development managers. * Support the training and education of products across the team, including Personal Lines E&S and Digital partnerships. * Support ADMs in managing territory operation and implementing action plans to meet or exceed goals and objectives. * Generate new premium growth through coaching interactions with ADMs (calls, emails, f2f visits, etc.). * Cultivate relationships with new and existing assigned agents to direct qualified risk selection. * Implement proactive efforts including activities that keep agents informed on systems, products, and underwriting guidelines as well as prospecting new agencies and general account management. * Provide general account management for agencies and maintain accurate records of all sales activities via Salesforce - enforce usage of Salesforce by ADMs. * Proactively monitor key performance indicators outlier, shares best practices and be solutions oriented. * Monitor and report newly appointed agency metrics such as quote volume and written premium. * Monitor incomplete quote activity to identify training opportunities * Submit accurate and timely reports as required or requested. * Conduct business inspections in the field and by phone to ensure that company policies and procedures are being adhered to. * This is a hybrid position and will require frequent travel for in-person agency visits, trade shows and/or conferences and presence at the Tampa office. * Assist with the implementation of marketing strategies and activities to ensure sufficient penetration of existing agencies and their production levels. * Work proactively with product management to communicate competitive information and to convey necessary product modifications or new opportunities. * Be a subject matter expert on our product offerings and core systems. Skills & Experience to Be Successful: Requirements: * Minimum of 7 plus years P&C industry experience. * Minimum of 5 plus years of experience in account management, agency development, outside sales experience, or similar role. * Demonstrates strong leadership qualities such as the ability to inspire and motivate others, effective decision-making, and a proactive approach to problem-solving. * Passion to remove obstacles and get the job done. * Possess a professional demeanor in a fast-paced production environment. * Be willing to always represent the company with the utmost professionalism. * Must be team-oriented and able to meet team deadlines. * Must be results-oriented and thrive in high volume environments. * Proficiency in MS Office Suite and CRM software such as Salesforce. * Positive attitude and friendly demeanor. * Passionate and knowledgeable about the services and products we provide. * Coachable and willing to embrace learning new skills and ideas. * Ability to adapt to various situations or problem-solve for new solutions. * Ability to build relationships both internally and externally. * Ability to communicate effectively both written and verbal. * Able to multitask, prioritize, and manage time efficiently. * Willingness to travel frequently for in-person agency visits, trade shows, conferences, occasional overnight travel, and presence at the Tampa office. * This position requires routine travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position. Preferred: * Bachelor's degree in business administration, or a related field. * 10+ years P&C industry experience. * P&C insurance license (4-40 or 2-20). * Previous Personal Lines Excess & Surplus experience a plus. * Strong familiarity with Salesforce CRM. * Strong interpersonal skills with the ability to build relationships with customers at all levels. * Polished presentation skills to conduct virtual and in-person product training. * Comfortable talking to new people daily via telephone or virtual meeting. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: * Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance * Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement * Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services * Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".
    $95k-136k yearly est. Auto-Apply 37d ago
  • Underwriter/Broker

    Brown & Brown, Inc. 4.6company rating

    Saint Petersburg, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull and Company is seeking an Underwriter/ Broker to join team in St. Petersburg, FL. How You Will Contribute: * Build agent and broker relationships * Manage current book of business * Provide excellent customer service * Seek opportunities to access and cultivate new markets * Effectively manage carrier relationships * Provide guidance and training to Assistant Broker * Review and analyze risks, ensuring all required information is obtained * Foster and seek relationships with teammates across all levels of Hull & Company and Brown & Brown * Ensure compliance with government agencies and corporate policies and procedures * Attend training sessions, courses, etc. to maintain up-to-date skills * Always conduct the highest level of confidentiality * Other duties as needed Skills and Experience to be Successful: * 2 - 5 years' experience in Commercial Multi-Line Insurance * Sales and production driven mentality * Experience working in a paperless environment preferred * Must be detail-oriented and possess the ability to multi-task * Proficiency in Microsoft Office 365 * Exceptional customer service and interpersonal skills Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: * Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance * Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement * Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services * Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".
    $33k-53k yearly est. Auto-Apply 18d ago
  • Commercial Lines Account Manager

    Hub International 4.8company rating

    Tampa, FL job

    **About HUB** In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected - through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. **Why Choose HUB?** Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development **_._** Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. **WHAT WE OFFER YOU:** At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: + Competitive salaries and benefits offerings + Medical/dental/vision insurance and voluntary insurance options + Health Savings Account funding + 401k matching program + Company paid Life and Short-Term Disability Plans + Supplemental Life and Long-Term Disability Options + Comprehensive Wellness Program + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's important for all of us! + Focus on creating a meaningful environment through employee engagement events + The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! + Growth potential - HUB is constantly growing and so can your career! + A rewarding career that helps local businesses in the community + Strong community support and involvement through HUB Gives **SUMMARY:** The Account Manager manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides a high level of support to Producers in obtaining, maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Makes major decisions independent of manager approval on books of insurance business for which the incumbent is responsible. + Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures. + Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts. + Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval. + Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues. + Responsible for overall retention of accounts in assigned book of business. + Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate. + Manages, organizes, and conducts client meetings when necessary. + Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems. + Travels on company business as required. + Prepares reports for management as required. + Oversees functions performed by Assistant Account Managers and Technical Assistants as required. + Supports, mentors, and trains Assistant Account Managers and Technical Assistants as necessary. + Attends industry related continuing education training and courses. + Performs other duties and projects as assigned. **REQUIREMENTS:** + At least 5 years of experience and demonstrated proficiency in an insurance Account Management role in required lines. + Excellent oral and written English communications skills. + Superior customer service and problem solving skills. + Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems. + Ability to work in a team environment. + Ability to work a regular, full-time work schedule at HUB's facility(s) and ability to travel on business when required. **Licensing or Certification Requirements:** + FL 2-20 P&C License + Current with all necessary CE credits in required lines and states + Professional designation highly desirable (CIC, AAI, ARM) Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent 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.
    $46k-63k yearly est. 60d+ ago
  • Agency Development Territory Manager - Personal Lines

    Brown & Brown 4.6company rating

    Saint Petersburg, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull & Company is Seeking an Agency Development Territory Manager to join our growing Personal Lines team in St. Petersburg, FL. We are seeking a highly motivated and dynamic Agency Development Territory Manager to join our team. The ideal candidate will have experience in Personal Lines sales and marketing and be responsible for generating new business opportunities and promoting our range of insurance products to potential clients. You will work closely with both the marketing and sales teams to drive brand awareness, engage leads, and convert prospects into long-term clients. How You Will Contribute Conduct Agency Visits to market products and services to both potential agents and existing agents. Drive revenue growth with current carrier partners. Marketing research to keep agents informed of new products and changes Monitor, identify and develop new methods, markets and opportunities Provide call reports on all agency visits and calls Work closely with producers to ensure the best service and provide the best products available to promote growth. Track and Report results on mailings and marketing efforts. Coordinate, plan, and Host product training seminars. Assist in new marketing strategies and analysis. Provide and assist with product education for agents on all GeoVera and NRS products. Attend seminars, conventions, etc. Skills & Experience to Be Successful Minimum education or prior related job experience- High School Diploma or General Education Degree (GED); or one - three months related experience and/or training; or equivalent combination of education and experience. Proficient with MS Office Exceptional telephone demeanor Ability to maintain a high level of confidentiality Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $38k-71k yearly est. Auto-Apply 26d ago
  • Service Operations Representative

    Brown & Brown 4.6company rating

    Tampa, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Orchid Insurance, an Arrowhead Intermediaries company, is seeking a Service Operations Representative to join our growing team in Tampa or Vero Beach, FL. The Service Operations Representative provides stellar customer service to our agents through their daily tasks. These tasks may include providing product/services information, researching payment history, issuing various policy changes, updating policy records, and resolving emerging problems with accuracy and efficiency. Working as a team with other departments and/or offices is critical to being successful in this role. This position will represent Orchid in the most positive manner with prospective and current clients and the communities we serve. We're looking for candidates who align with our Operations Team values of being Reliable; having Integrity; being Supportive and Efficient (RISE) - which guide how we serve our agents, policyholders, teammates, and business partners every day. How You Will Contribute: Answer phones, chats, and emails to solve customer service issues, questions, or concerns. Research policy payment history. Create and issue new and renewal insurance policies and invoices. Obtain and organize documentation required by states and/or carriers. Process and issue endorsements and invoices when applicable. Process cancellations and invoices when applicable. Issue notices of cancelation and non-renewals in accordance with state specific guidelines. Solve and/or correct agency request discrepancies or processing errors. Evaluate documentation and information to determine compliance with regulations or standards. Handle confidential information with tact and discretion. Partners with other departments, agents, and carriers to resolve issues and address needs. Follow Standard Operating Procedures for all tasks performed and provide feedback to Leads and Supervisor for revisions. Reflect a positive attitude toward others. Cross train with peers and other departments. Skills & Experience to Be Successful: Required: High School diploma or equivalent. Aptitude to learn multiple computer systems. Aptitude to learn a large volume of insurance underwriting concepts. Proficiency with Microsoft Office Package (Excel, Word, Outlook). Ability to work independently or in a team environment to achieve common goals. Knowledge of data processing capabilities and procedures. Ability to demonstrate, understand, and apply department core values: Reliable, Integrity, Supportive, and Efficient. Typing 50+ wpm preferred. Excellent communication skills, both written and verbal. This role requires on-site attendance Monday through Friday from 8:00 a.m. to 5:00 p.m. during the initial 90-day training period. Following this, a hybrid schedule (2-3 days per week in-office) may be available. Candidates must also be able to attend monthly in-person team meetings and remain flexible for other scheduled in-person events, meetings, or training sessions as needed. Preferred: Associate degree or higher. 1+ year of experience in customer service or related field General knowledge of standard insurance concepts, underwriting practices, and procedures. Experience using the Salesforce platform. 2-20 General Lines Agent license. Licensing & Advancement While this role does not require a Florida 2-20 or 1-20 insurance license at the time of hire, candidates must be willing to pursue these licenses in the future. Obtaining these licenses will be essential for long-term growth and advancement within the Service Operations team. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $27k-41k yearly est. Auto-Apply 17d ago
  • Director, National Partnerships

    Brown & Brown 4.6company rating

    Tampa, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Orchid Insurance is seeking a Director of National Partnerships to join our growing team in Tampa or Vero, Beach FL! The Director of National Partnerships, leads the company's efforts to maintain and expand relationships with large, multi-location customers. This position is responsible for achieving and executing assigned strategic account objectives and will work closely with stakeholders across Orchid to deliver high quality service. How You Will Contribute: Establishes productive, professional relationships with key personnel of our network of partners, cultivating strategic relationships within high-level meetings. Leads account planning cycle and ensures relationship needs/expectations are met by the company. Executes initiatives that involve direct execution or coordination within the Orchid enterprise. Requires forethought and knowledge to account for complex setups to optimize relationship opportunities; ensuring structure is manageable and scalable; coordination will vary from simple to very complex. Works independently but knows when to involve others. Leads solution development efforts that best address customer needs, while coordinating the involvement of all necessary company personnel. Requires perseverance to work on long sales cycles via prospecting and networking. Works to set premium goals with each strategic relationship/network. Communicates results regularly with strategic account management to maximize incentive opportunities. Responsible for monthly reporting and analysis of strategic relationships. Maintains high customer satisfaction ratings that meet company standards. Works closely with partnership networks to identify agency representation gaps/needs. Travel from time to time with Agency Development Managers to stay abreast of market opportunities and relay pertinent information accordingly. Performs other related duties as assigned. Skills & Experience to Be Successful: Requirements: Four-year college degree or minimum 5+ of strategic sales experience within the P&C industry. Proven track record of managing national or enterprise-level accounts and building long-term strategic relationships. Ability to pivot from high C-level discussions to ensuring that operational functions are being completed. Mastery of Orchid regional management position. Must know and understand the Orchid organization inside and out. Ability to take an opportunity, translate it to actionable and manageable items, and execute. The ability to lead and delegate, when necessary, but willingness to roll your sleeves up and work closely with all business units to resolve issues, which can be substantial with some relationships. Excellent communication skills, both written and verbal, with the ability to present to internal and external stakeholders. Analytical mindset with experience in reporting, forecasting, and performance analysis. Ability to travel as needed to support relationship development and market insights. This position requires routine travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $115k-179k yearly est. Auto-Apply 23d ago
  • Accounting Associate

    Brown & Brown 4.6company rating

    Saint Petersburg, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking an Accounting Associate to join our growing team in St. Petersburg, FL. The Accounting Assoicate is responsible for efficiently managing and processing the company's invoices and payments. This includes verifying, coding, and recording expenses, ensuring accuracy in all transactions, and adhering to established financial policies. The role also involves maintaining vendor relationships, resolving discrepancies, and ensuring timely payments to avoid disruptions in operations. How You Will Contribute Responsible for Account Current and/or Item Basis reports and reconciliation. Responsible for Account Current and/or Item Basis Carrier payables. Assists with premium corrections and day-to-day accounting issues with underwriting teams. Corresponds with carriers regarding balances & works with Carriers and/or underwriting teams to resolve issues and reconcile discrepancies. Corresponds with carriers to ensure return premium funds are collected timely and recorded appropriately. Responsible for reviewing and resolving outstanding checks aged 90 days or greater. Cross-trained in accounting functions to help fill-in covering vacations or any other absences. Skills & Experience to Be Successful Minimum education or prior job experience - High School Diploma or General Education Degree (GED); or one - three months related experience and/or training; or equivalent combination of education and experience. Proficient with MS Office Exceptional telephone demeanor Ability to maintain a high level of confidentiality. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $32k-46k yearly est. Auto-Apply 11d ago
  • Senior Financial Operations Audit Analyst

    Brown & Brown 4.6company rating

    Tampa, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Senior Internal Auditor will play a crucial role in assessing and improving the effectiveness of our internal controls, risk management, and governance processes. This position requires strong analytical skills, attention to detail, and the ability to communicate effectively with stakeholders at all levels. How You Will Contribute Prepare and review the various sections of the audit programs for Integrated, Financial, Cash, and Financial Team Leader reviews Manage the day to day operations of the field work and track the teams' progression to the completion of review Prepare and review the Draft Report and Final Report before issuance to relevant parties Assist with recruiting and training of Internal Audit Team Members Track and Foster the growth of individual team members Recruit applicants, process resumes, and hold interviews alongside the Regional Director/Manager Perform other specific duties and projects as assigned Skills & Experience to Be Successful Bachelors in Accounting or Finance 3-5 years relevant work experience with public accounting or internal audit preferred Highly motivated with strong collaborative, organization skills and focus to detail Core accounting knowledge and ability to apply accounting concepts in analyzing documentation and process reviews Comfortable with fast paced activity and ability to prioritize multiple audits to meet deliverable dates Excellent written and verbal communication skills Pursuit of technical educations and various insurance designations required and should have or actively be seeking CPA or CIA Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $61k-78k yearly est. Auto-Apply 23d ago
  • Commercial Lines Account Executive

    Hub International 4.8company rating

    Tampa, FL job

    HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. **WHAT WE OFFER YOU:** At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: + Competitive salaries and benefits offerings + Medical/dental/vision insurance and voluntary insurance options + Health Savings Account funding + 401k matching program + Company paid Life and Short-Term Disability Plans + Supplemental Life and Long-Term Disability Options + Comprehensive Wellness Program + Paid Parental Leave + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's important for all of us! + Focus on creating a meaningful environment through employee engagement events + The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! + Growth potential - HUB is constantly growing and so can your career! + A rewarding career that helps local businesses in the community + Strong community support and involvement through HUB Gives **SUMMARY:** The Commercial Lines Account Executive will provide professional, courteous account management and brokerage services to assigned clients. You have the primary responsibility for account strategy, relationship, and retention. In providing the highest level of support to our producers, clients, carrier representatives, underwriters, business partners, and HUB colleagues you will positively impact customer satisfaction and client retention. In addition, your account management expertise will support the organic growth goals of the organization by maintaining and expanding business, which includes account rounding, cross-selling and the development of new business. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Leads all aspects of client service, marketing, and renewal of the book of business + Acquires understanding of clients' business and insurance objectives and critically analyzes and compares insurance plans and HUB services to determine suitability for additional opportunities; assess client risk to ensure not coverage gaps exist + Lead resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve except when an established claim servicing protocol exists + Manages, organizes, and conducts client meetings in coordination with producer + Assists in the development and execution of client service agreements + Key driver for executing critical path work for clients: Identifies opportunities for cross-sell and up-sell of other HUB products and services where appropriate + Negotiate terms, conditions, and pricing directly with insurance carriers except when centralized placement is the norms + Possess a detailed knowledge of the client's business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions + Develop strong and productive professional relationships with cognizant insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier's products and services in support of assigned clients + Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests + Supports, mentors, and develops more junior account service team members + May travel for client meetings between 25 - 50% of the time. **REQUIREMENTS:** + 5 - 7 years of applicable insurance/agency experience + Experience with influencing C-level executives + Exceptional written and verbal communication skills + Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook) + Detail-oriented self-starter + Strong leadership, mentoring, and team-building skills + Significant skill in handling competing demands and projects + Excellent organizational skills and ability to prioritize and delegate responsibility + Education Requirements + Four-year college degree preferred + Licensing or Certification Requirements + Relevant Insurance licenses per state/regional statutes + Advanced professional designation highly desirable (e.g. AIC, AAI, ARM, CIC, CPCU) Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel: Negligible 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.
    $43k-62k yearly est. 38d ago
  • Client Service Representative

    Brown & Brown 4.6company rating

    Saint Petersburg, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. We are Seeking a Customer Service Representative to join our growing team in St. Petersburg, FL. Provides support to Producer and Account Manager in obtaining, maintaining, expanding and servicing commercial lines accounts by performing the following duties. How You Will Contribute Assists Account Manager in obtaining information from the client for new and renewal policies, updates applications and policy detail. Rates, quotes, and issues policies as required. Reviews new and renewal policies for accuracy for delivery to the insured and updates detail in computer. Reviews and invoices endorsements for accuracy and sends to the insured Prepares change requests to the company requesting policy changes, and updates AMS360 & Imageright accordingly Keeps suspense (activity) items current. Prepares proposals for renewal on smaller accounts Issues Certificates of Insurance and Auto ID cards, as needed. Issues Summaries of Insurance. Prepares Invoices. Enters policy detail on accounts not yet entered. Processes mail Prepares accounts for market accounts per instructions from Account Manager or Producer. Keeps abreast of industry changes and trends. Talks with customers by phone or in person inside agency office. Undertakes additional responsibilities as required in the Account Manager's absence (telephone calls, producer calls, client requests, etc.) Orders MVRs Participates in seminars and classes for knowledge and skill development. All other duties as assigned Order loss runs and completely loss run charts when needed Licenses and Certifications: Currently 4-40 Licensed Skills & Experience to Be Successful Strong technical insurance knowledge and background. Strong communication and negotiation skills under stressful situations. Strong team member who proactively assists all other members of this team. Ability to maintain a professional manner at all times. Strong Microsoft Word and Excel knowledge Advanced time management and organization skills Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $29k-46k yearly est. Auto-Apply 21d ago
  • Employee Benefits Account Manager- Select

    Hub International 4.8company rating

    Tampa, FL job

    About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected - through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: * Competitive salaries and benefits offerings * Medical/dental/vision insurance and voluntary insurance options * Health Savings Account funding * 401k matching program * Company paid Life and Short-Term Disability Plans * Supplemental Life and Long-Term Disability Options * Comprehensive Wellness Program * Paid Parental Leave * Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off * Great work/life balance, because that's important for all of us! * Focus on creating a meaningful environment through employee engagement events * The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! * Growth potential - HUB is constantly growing and so can your career! * A rewarding career that helps local businesses in the community * Strong community support and involvement through HUB Gives SUMMARY: The Employee Benefits Account Manager markets and services accounts in accordance with company objectives and procedures; complements advisor responsibilities for new business development and existing client perpetuation, and is expected to maintain a book of accounts based on location practice. In this role, you will: * Assist EB Advisor with request for insurance coverage quotes from insurance companies for organizational groups (business, nonprofits, etc.). * Complete comparisons, benefit/cost analysis and reports for advisor's and team's review and discussion per established procedures and practice. * Policy data entered into electronic system accurately and kept current within time guidelines established by procedure and practice. * On renewals, process changes or amendments to coverage/policy during and after policy review and application process. Oversee internal activity in posting, handling and filing to ensure accurate and timely completion. * Responsible to communicate with other team members and assist advisor to ensure timely follow-up on group and individual renewal dates. Regularly maintain and follow-up on x-dates with broker 45-60 days prior to renewal dates. * Responsible for maintenance of proper documentation and timely follow-up for resolution with insurance companies and insureds on problems with policy services, claims or coverage concerns. * Assist advisor in insurance business, quotes, and other such matters as may be directed from time to time by established procedures and practice. * Respond to inquiries from insureds on changes or amendments to coverage/policy. * Schedule with advisor quarterly reviews of group insurance status, needs, and problem resolution - whether in person or by mail/fax/phone. * Timely print-out, review and distribute information and reports (changes, quotes, commissions, etc) on status and activity on individual and group plans to ensure prompt attention and appropriate involvement by broker. * Prepare and maintain accurate quote comparison sheets on each insurance company for review and use in determining coverage costs and benefits. * Key detailed claims activity and costs into electronic programs as established by internal procedures and practice. Properly and timely complete all data entry monthly for report generation to self-funded groups. * Maintain proper documentation and filing of correspondence and activity with insurance company and insured on problem claims. Provide some training to those who assist in tracking and resolution of claims issues. * Internal correspondence on active work assignments responded to and kept current with advisors, other member and management on a regular and consistent basis. * Perform routine review and analysis of documentation, insurance applications and policy issuance files for accuracy and completeness. * Maintain knowledge of all lines of coverage. * Follow agency procedures and insurance company regulations. * Maintain awareness of market conditions, changes, and current legislation. * Attend meeting as scheduled. Follow-up identified and work assigned to update and complete work in progress and records information. * Perform other specific duties and projects as assigned by management. * Provide training/mentoring to Customer Service Representatives. What you offer us: * Life & Health 215 license * Understand and analyze insurance coverage's, forms, and policies. * Above average mathematical skills and ability to rate insurance policies. * Strong written and oral communication skills. * Organize, set, and maintain priorities. * Work with little supervision. Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent 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.
    $45k-69k yearly est. Auto-Apply 60d+ ago
  • Underwriter/Broker

    Brown & Brown 4.6company rating

    Saint Petersburg, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull and Company is seeking an Underwriter/ Broker to join team in St. Petersburg, FL. How You Will Contribute: Build agent and broker relationships Manage current book of business Provide excellent customer service Seek opportunities to access and cultivate new markets Effectively manage carrier relationships Provide guidance and training to Assistant Broker Review and analyze risks, ensuring all required information is obtained Foster and seek relationships with teammates across all levels of Hull & Company and Brown & Brown Ensure compliance with government agencies and corporate policies and procedures Attend training sessions, courses, etc. to maintain up-to-date skills Always conduct the highest level of confidentiality Other duties as needed Skills and Experience to be Successful: 2 - 5 years' experience in Commercial Multi-Line Insurance Sales and production driven mentality Experience working in a paperless environment preferred Must be detail-oriented and possess the ability to multi-task Proficiency in Microsoft Office 365 Exceptional customer service and interpersonal skills Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $33k-53k yearly est. Auto-Apply 19d ago
  • Director, Agency Development

    Brown & Brown 4.6company rating

    Tampa, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Orchid Insurance, an Arrowhead Intermediaries company, is seeking a Director of Agency Development to join our growing team. The Director of Agency Development is responsible for the achievement of goals and objectives, including new business policy acquisition, customer retention, agent satisfaction and direct reports. Manages continuous improvement in distribution productivity, ensuring the delivery of quality training and development programs. The job functions include recruiting, training, and supervision of agency development managers. To be successful in this position, you should be able to build instant rapport with people and be a good listener. How You Will Contribute: Under the direction of Distribution Management, responsible for the performance of the agency development team and is expected to achieve results through consistent recruitment, training, and supervising activities. Ensure proper staffing goals are met, and manage activities associated with the selection and performance of new agency development managers. Support the training and education of products across the team, including Personal Lines E&S and Digital partnerships. Support ADMs in managing territory operation and implementing action plans to meet or exceed goals and objectives. Generate new premium growth through coaching interactions with ADMs (calls, emails, f2f visits, etc.). Cultivate relationships with new and existing assigned agents to direct qualified risk selection. Implement proactive efforts including activities that keep agents informed on systems, products, and underwriting guidelines as well as prospecting new agencies and general account management. Provide general account management for agencies and maintain accurate records of all sales activities via Salesforce - enforce usage of Salesforce by ADMs. Proactively monitor key performance indicators outlier, shares best practices and be solutions oriented. Monitor and report newly appointed agency metrics such as quote volume and written premium. Monitor incomplete quote activity to identify training opportunities Submit accurate and timely reports as required or requested. Conduct business inspections in the field and by phone to ensure that company policies and procedures are being adhered to. This is a hybrid position and will require frequent travel for in-person agency visits, trade shows and/or conferences and presence at the Tampa office. Assist with the implementation of marketing strategies and activities to ensure sufficient penetration of existing agencies and their production levels. Work proactively with product management to communicate competitive information and to convey necessary product modifications or new opportunities. Be a subject matter expert on our product offerings and core systems. Skills & Experience to Be Successful: Requirements: Minimum of 7 plus years P&C industry experience. Minimum of 5 plus years of experience in account management, agency development, outside sales experience, or similar role. Demonstrates strong leadership qualities such as the ability to inspire and motivate others, effective decision-making, and a proactive approach to problem-solving. Passion to remove obstacles and get the job done. Possess a professional demeanor in a fast-paced production environment. Be willing to always represent the company with the utmost professionalism. Must be team-oriented and able to meet team deadlines. Must be results-oriented and thrive in high volume environments. Proficiency in MS Office Suite and CRM software such as Salesforce. Positive attitude and friendly demeanor. Passionate and knowledgeable about the services and products we provide. Coachable and willing to embrace learning new skills and ideas. Ability to adapt to various situations or problem-solve for new solutions. Ability to build relationships both internally and externally. Ability to communicate effectively both written and verbal. Able to multitask, prioritize, and manage time efficiently. Willingness to travel frequently for in-person agency visits, trade shows, conferences, occasional overnight travel, and presence at the Tampa office. This position requires routine travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position. Preferred: Bachelor's degree in business administration, or a related field. 10+ years P&C industry experience. P&C insurance license (4-40 or 2-20). Previous Personal Lines Excess & Surplus experience a plus. Strong familiarity with Salesforce CRM. Strong interpersonal skills with the ability to build relationships with customers at all levels. Polished presentation skills to conduct virtual and in-person product training. Comfortable talking to new people daily via telephone or virtual meeting. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $95k-136k yearly est. Auto-Apply 23d ago
  • Commercial Lines Account Manager

    Brown & Brown, Inc. 4.6company rating

    Lakeland, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Commercial Lines Account Manager to join our growing team in Lakeland, FL! The Commercial Lines Junior Account Manager is responsible for managing and renewing accounts in keeping with agency and individual goals. Provides service in support of producer's sales duties and builds relationship with producer's clients. Identifies and solicits additional sales from various accounts rounding and referral sources. Carries the agency's reputation and professional manner of conducting business into dealings with clients, agency personnel and companies represented. How You Will Contribute: * Assist the producer, and account manager in achieving new business production goals and renewing existing business to meet or exceed agency targets. * Develop and expand coverage lines for existing accounts to enhance client retention and agency growth. * Obtain, follow up, and manage underwriting, claims, and other account-related information as requested by agency or company representatives. * Maintain up-to-date knowledge of forms, coverage changes, and industry trends through bulletins, circulars, and seminars. * Prepare and issue binders, finance contracts, invoices, and proposals for new and renewal accounts in a timely and accurate manner. * Coordinate the marketing of accounts as directed by the producer, including preparing accounts for marketing initiatives. * Prepare accounts for the market prior to instructions from the account manager or producer. * Review and process new and renewal policies, ensuring accuracy and proper delivery to the insured, and update policy details in the system. * Rate, quote, and issue policies as needed to meet client needs and agency objectives. * Issue certificates of insurance, auto ID cards, and summaries of insurance as required. Licenses and Certifications: * Current 2-20 license or licensed within 90 days of hire. Skills & Experience to Be Successful: * Highschool Diploma or GED * Proficient with MS Office Suite * Strong Communication skills * Ability to maintain a high level of confidentiality * 1 - 3 years' experience in a similar position * Bachelors Degree in business or Finance (Preferred) Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: * Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance * Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement * Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services * Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".
    $39k-52k yearly est. Auto-Apply 20d ago

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