Account Associate jobs at Marsh & McLennan Companies - 1643 jobs
Personal Lines Account Coordinator
Acrisure 4.4
DuBois, PA jobs
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Job Summary:
Acrisure is seeking a Personal Lines Account Coordinator to join our growing team.
Responsibilities:
* Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
* Respond to client inquiries, incoming mail, and company request needs on a timely basis.
* Supports and informs coverage plans as necessary.
* Insurance marketing and sales.
* Collect renewal data on assigned accounts.
* Claims support.
* Review new/renewal policies and endorsements to ensure items were received as ordered
* Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
* Document all activities in agency management system (Applied Systems / EPIC)
* Understand and utilize upload, download and interface technology.
* Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.
* Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
* Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
* Maintain knowledge of current underwriting requirements of contracted insurance carriers
* Maintain knowledge of policy provisions and any changes in these provisions
* Complete other functions and assignments as assigned including back-up duties.
Education and Experience:
* Active Property & Casualty License a plus, but not required. Ability to obtain one within 90 days of hire date
* Strong organizational skills- ability to prioritize and be proactive
* Computer skills, specifically Microsoft Word, Outlook and Excel
* Excellent verbal and written communication skills as well as strong interpersonal skills
* EPIC experience a plus, but not required
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
* Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
* Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
* Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
* Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
* ... and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting *******************.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
$39k-56k yearly est. 7d ago
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Accounts Payable Associate
Hub International 4.8
Riverside, CA jobs
Join The HUB International Team!
Hi we're HUB. We are proud to be ranked among the world's largest insurance brokerages, advising businesses and individuals on how to prepare for the unexpected. 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 clients and organization.
We are currently hiring an Accounts Payable Associate in the Hub Financial Center (HFC). The HFC is the centralized accounting team for HUB International. Our AccountingAssociates are at the core of our organization. Through a wide variety of assigned functions by department, they ensure that HUB delivers on its fiduciary responsibility to our clients, mitigate risk, and create value.
Impact:
The Accounts Payable Associate is our core processing team member. Assigned to one of our transactional accounting teams they perform the essential accounting duties. They are detail oriented, dependable and have adaptability to shift priorities while collaborating in a team environment.
What you'll do:
· Efficiently handle the processing of high-volume invoices, ensuring accuracy and timeliness
· Prepare and maintain accounting documents that support transactions
· Research, track and resolve accounting discrepancies and questions
· Ensuring that assigned responsibilities and tasks are completed within service level agreements
· Reviewing and verifying the accuracy of supporting documentation as required
Qualifications:
· Required a minimum of 1 year in a service, accounting, banking, or finance field
· High school diploma/GED required (College degree preferred)
· Excellent attention to detail and accuracy in supporting processing functions
· Strong organizational skills and ability to prioritize tasks effectively
· Demonstrated proficiency working with Microsoft Office and basic computer skills
The expected salary range for this position is $19.00 to $26.50 per hour 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.
HUB International Limited is an equal opportunity and affirmative action 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.
By applying to this job and providing your mobile number, you are agreeing to receive an initial text, which you will have to ability to opt out of upon receipt. Message and data rates may apply. Message frequency varies.
$19-26.5 hourly 1d ago
Account Executive I- Employee Benefits
Lockton Companies 4.5
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.
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$70k-105k yearly est. 3d ago
Personal Lines Account Specialist
The Yurconic Agency 2.8
Hamburg, PA jobs
About Us
Since 1969, The Yurconic Agency has been focused on protecting what matters most to their Greater Lehigh Valley community, with a wide array of personal, business, life & health, and specialty insurance, including vehicle registration and driver's license services. Headquartered in Allentown, PA, The Yurconic Agency has been one of the leading insurance providers for residents and businesses across Pennsylvania, New Jersey, New York, and Florida for over 50 years. The Yurconic Agency is first and foremost a family business. Our founders believed that they could improve the insurance industry and do better. Our employees continue this tradition by caring about the customer's needs and doing the right thing. The Yurconic Agency does our work the right way, always, to ensure a smooth experience for you.
Personal Lines Account Specialist
Position Summary:
The primary function of this role is to drive new business growth through high-volume sales of personal lines insurance products. This role focuses on engaging prospective clients through inbound calls, walk-ins, and appointments, while delivering knowledgeable and consultative service that meets clients' insurance needs. The successful candidate combines strong sales acumen with technical expertise, ensuring policy recommendations are accurate, compliant, and aligned with agency standards. The Account Specialist plays a key role in supporting agency growth objectives and strengthening client relationships.
Key Responsibilities:
Sales and Customer Acquisition
Responsible for high-volume personal lines insurance sales to new customers.
Answer incoming sales calls and assist walk-in clients, with or without scheduled appointments.
Present and explain insurance coverages to prospective clients, aligning options with their needs and budget.
Analyze insureds' current policies and counsel on coverage improvements.
Quoting and Application Processing
Gather necessary information to generate accurate quotations for customer application submissions.
Ensure all client documentation is collected, verified, and submitted in accordance with underwriting guidelines.
Client and Carrier Communication
Interface with carrier representatives and customers to facilitate effective communication.
Ensure all necessary information is shared with all parties in a timely and complete manner.
Follow up with clients and carriers to ensure timely binding, issuance, and policy delivery.
Administrative Support and Compliance
Maintain detailed records of client interactions and sales activity in the agency management system.
Adhere to internal procedures and state insurance laws and regulations.
Assist with other departmental duties as assigned by the Personal Lines Department Manager.
Qualifications:
High School Diploma required
Minimum of 3 years of personal lines insurance sales and/or account management experience
Current Pennsylvania Property & Casualty License required
Thorough understanding of brokerage operations and applicable insurance laws and codes
Familiarity with agency management systems, preferably AMS360 and ImageRight
Proficiency in Microsoft Office Suite, document management software, and carrier proprietary platforms
Strong sales orientation and ability to work independently in a target-driven environment
Outgoing personality with strong interpersonal and networking abilities
Excellent verbal and written communication skills
Minimal travel may be required
Hours: Monday-Friday, 9:00am-5:00pm EST (3 days), 9:00am-6:00pm EST (2 days), and one rotating Saturday per month, 9:00am-1:00pm EST
Office Location: 401 South 4th Street, Hamburg, PA 19526 (Strausser Agency)
Benefits:
Competitive Compensation plus commission
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
$37k-49k yearly est. 4d ago
Account Associate
American Global 3.9
Atlanta, GA jobs
About the Role
We are seeking a driven, energetic AccountAssociate to join our dynamic Insurance team in Atlanta, GA.
Key Responsibilities Include
Prepare, issue, file, update and manage time-sensitive insurance documents critical to the business, including but not limited to: certifications of insurance, endorsement requests, loss summaries, quotes, binding requests, renewal letters, mod analysis, and many more!
Learn industry terminology and commercial insurance coverage basics
Conduct research; compile information for Account Managers and Account Executives
Participate in off-site carrier, client, and prospect meetings as required
Keep insurance filing and database system up to date (Applied Epic)
Assist in creating proposals, summary of insurance, and presentations
Responsible for billing accurately and timely, audit processing
Maintain ongoing communication with clients and industry partners to insure a high-level of customer service
Provide backup for other team members during their absence
Additional responsibilities as required
Skills & Experience That Lead to Success:
Time management and ability to prioritize work
Attention to detail
Problem solving skills
Professional written and verbal communication
Proficient in Applied Epic, Microsoft Office product suite, and Adobe Pro systems
Undertake various duties and special projects as assigned
What You Can Expect From Us:
Comprehensive Benefits Package
Collaborative and innovative environment
Culture of continuous learning and professional development
Competitive salary package
401k with above-average employer match of up to 5% of your salary
Leadership training and support
Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)
Education and Student Loan Assistance
American Global is proud to be an equal opportunity workplace. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ***********************.
The salary range for this position (intended for U.S. applicants) will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.
Who We Are
American Global is one of the largest privately held insurance and surety brokerage firms in North America specializing in all aspects of construction risk management. We support contractors, owners, and developers, helping protect them from the risks and exposures specific to the construction industry.
We are a vibrant, values-driven community with a unique, collaborative culture that fuels our desire to excel. Together, our team is transforming the construction industry and revolutionizing the role of broker. As we continue our journey, we seek to find the right individuals, in the right locations, to expand and enrich our fast-growing team of talented professionals across 15 locations throughout the US and Canada, as well as Rome, Italy.
Are you ready to be a part of our story?
Compensation Range:
$55,000.00-$88,750.00
$55k-88.8k yearly Auto-Apply 51d ago
Account Associate
American Global 3.9
California jobs
About the Role
We are seeking a driven, energetic, experienced AccountAssociate to join our dynamic Insurance team in Woodland Hills, CA.
Key Responsibilities Include
Prepare, issue, file, update and manage time-sensitive insurance documents critical to the business, including but not limited to: certifications of insurance, endorsement requests, loss summaries, quotes, binding requests, renewal letters, mod analysis, and many more!
Learn industry terminology and commercial insurance coverage basics
Conduct research; compile information for Account Managers and Account Executives
Participate in off-site carrier, client, and prospect meetings as required
Keep insurance filing and database system up to date (Applied Epic)
Assist in creating proposals, summary of insurance, and presentations
Responsible for billing accurately and timely, audit processing
Maintain ongoing communication with clients and industry partners to insure a high-level of customer service
Provide backup for other team members during their absence
Additional responsibilities as required
Skills & Experience That Lead to Success:
At least 1-3 years of industry experience
Time management and ability to prioritize work
Attention to detail
Problem solving skills
Professional written and verbal communication
Proficient in Applied Epic, Microsoft Office product suite, and Adobe Pro systems
Undertake various duties and special projects as assigned
What You Can Expect From Us:
Comprehensive Benefits Package
Collaborative and innovative environment
Culture of continuous learning and professional development
Competitive salary package
401k with above-average employer match of up to 5% of your salary
Leadership training and support
Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)
Education and Student Loan Assistance
American Global is proud to be an equal opportunity workplace. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ***********************.
The salary range for this position (intended for U.S. applicants) will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.
Who We Are
American Global is one of the largest privately held insurance and surety brokerage firms in North America specializing in all aspects of construction risk management. We support contractors, owners, and developers, helping protect them from the risks and exposures specific to the construction industry.
We are a vibrant, values-driven community with a unique, collaborative culture that fuels our desire to excel. Together, our team is transforming the construction industry and revolutionizing the role of broker. As we continue our journey, we seek to find the right individuals, in the right locations, to expand and enrich our fast-growing team of talented professionals across 15 locations throughout the US and Canada, as well as Rome, Italy.
Are you ready to be a part of our story?
Compensation Range:
$55,000.00-$88,750.00
$55k-88.8k yearly Auto-Apply 3d ago
Account Associate - State Farm Agent Team Member
Laura Ashley-State Farm Agent 4.0
Milwaukee, WI jobs
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Family friendly office
Flexible hours
Growth potential/Opportunity for advancement within my agency
Licensing paid by agency
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$37k-52k yearly est. 5d ago
Brokerage Account Associate
Country Financial 4.4
Bloomington, IL jobs
Experience more with a career at COUNTRY Financial! We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients.
About the role
At Country Financial, our Brokerage Account Representatives work closely with financial representatives and third-party vendors to identify alternative solutions for multi-line insurance and surety coverage when traditional options are not available.
As a Brokerage Account Representative, you will provide essential front-line support to our field agencies. Our team assists agency partners by answering inquiries, quoting risks through third-party vendors, and servicing existing policies.
Country Financial is seeking a motivated, client-focused individual to join our Brokerage team and help deliver exceptional service and solutions.
How does this role make an impact?
* Locates and assesses suitable insurance carriers after understanding the overall goals in conjunction with the degree of risk involved and availability of insurance outlets. - Answers technical questions and resolves issues involving a degree of complexity and research. - Interprets and communicates brokerage options, assisting in matching needs with the appropriate carrier solutions throughout our company footprint.
Do you have what we're looking for?
Qualifications:
* Typically requires 1+ years of relevant experience.
* Must obtain a Property & Casualty insurance license within the first 6 months of hire.
* Prior experience in customer service and strong phone etiquette skills.
* Ability to adapt quickly to changing agent needs and priorities.
* Exceptional communication skills, including empathy, patience, and quick thinking.
Base Pay Range:
$42,400-$58,300
The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience.
Incentive Pay:
In addition to base salary, this position is eligible for a Short-Term Incentive plan.
Why work with us?
Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.
You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match.
COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.
Come join our team at COUNTRY today!
$42.4k-58.3k yearly 16d ago
Brokerage Account Associate
Country Financial 4.4
Bloomington, IL jobs
Experience more with a career at COUNTRY Financial!
We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients.
About the role At Country Financial, our Brokerage Account Representatives work closely with financial representatives and third-party vendors to identify alternative solutions for multi-line insurance and surety coverage when traditional options are not available.
As a Brokerage Account Representative, you will provide essential front-line support to our field agencies. Our team assists agency partners by answering inquiries, quoting risks through third-party vendors, and servicing existing policies.
Country Financial is seeking a motivated, client-focused individual to join our Brokerage team and help deliver exceptional service and solutions.How does this role make an impact?- Locates and assesses suitable insurance carriers after understanding the overall goals in conjunction with the degree of risk involved and availability of insurance outlets. - Answers technical questions and resolves issues involving a degree of complexity and research. - Interprets and communicates brokerage options, assisting in matching needs with the appropriate carrier solutions throughout our company footprint.Do you have what we're looking for?
Qualifications:
Typically requires 1+ years of relevant experience.
Must obtain a Property & Casualty insurance license within the first 6 months of hire.
Prior experience in customer service and strong phone etiquette skills.
Ability to adapt quickly to changing agent needs and priorities.
Exceptional communication skills, including empathy, patience, and quick thinking.
Base Pay Range:
$42,400-$58,300
The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience.
Incentive Pay:
In addition to base salary, this position is eligible for a Short-Term Incentive plan.
Why work with us?
Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.
You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match.
COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.
Come join our team at COUNTRY today!
$42.4k-58.3k yearly Auto-Apply 15d ago
Junior Account Manager
210 Consulting LLC 4.4
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 10d ago
Commercial Lines Account Processor
North Risk Partners 3.5
Plymouth, MN jobs
WHY NORTH RISK PARTNERS Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska.
At North Risk Partners, our #one TEAM lives out #one MISSION: to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Our team environments are designed to provide #one TEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life.
JOB SUMMARY
The Commercial Lines Account Processor works on a team across all of North Risk Partners to support the Commercial Lines service team. The team works under the support and direction of the Service Leader along with support from the North Risk University Training Leads. This position will support various duties assigned by Account Managers and Commercial Lines Leaders to support the Commercial Service Account Management team. This role is designed to prepare the individual for the Account Management track, Sales track or Select Service track in the Commercial Lines of insurance.
Proficiency and the ability to complete Phase 1 responsibilities independently and accurately is required before moving into Phase 2.
ESSENTIAL RESPONSIBILITES
Phase 1:
* Monitor and process tasks in the North Risk Commercial Lines Buddy List
* Assist account management team by delivering quick and accurate responses to service requests in a caring and friendly manner
* Accept, process, and communicate standard tasks such as, but not limited to, certificates, simple policy changes, MVR's, audits, cancellations, and reinstatements
* Receive new policies, prepare policy books for account managers to review, and deliver to Risk Advisors as instructed
* Attend and participate in agency service training meetings
* Develop positive relationships with partner insurance carriers
* Enter client activity and other relevant information into the company's software system(s)
* Follow all federal and state regulations, and best practices for avoiding errors and omissions
Phase 2:
* Assist account management team by delivering quick and accurate responses to service requests in a caring and friendly manner
* Receive, process, and manage incoming requests delegated by account managers, risk advisors, and insureds
* Accept, process, and communicate complex tasks such as, but not limited to, certificates, evidences, policy changes, proposal building, audits, cancellations, and reinstatements
* Review certificate contract and communicate with carriers and account managers with necessary policy updates to execute certificate
* Support processing tasks in the Commercial Lines Buddy List
* Attend and actively participate in agency service training meetings
* Develop positive relationships with partners insurance carriers
* Enter client activity and other relevant information into the company's software system(s)
* Follow all federal and state regulations, and best practices for avoiding errors and omissions
SECONDARY RESPONSIBILITIES
* Perform miscellaneous projects and complete various tasks as requested by management
* Attend and actively participate in scheduled Coverage Training classes
Requirements
QUALIFICATIONS (Knowledge, Skills, & Abilities)
* A combination of education and experience generally attained through a high school degree, bachelor's degree, and work experience in insurance or another service industry
* Ability to obtain & maintain a property & casualty license
* Detail-oriented and time management skills are required
* Ability to work independently and on a team both in-person and virtually
BEHAVIOR EXPECTATIONS
* A role model for North Risk Partners' core values, mission, and desired culture
* Demonstrate enthusiasm and a positive attitude
* Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
* A team player who collaborates and works well with his/her coworkers
* A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners
PHYSICAL REQUIREMENTS
* Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds
* Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently
* Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization
* Sit and a desk for extended periods of time and perform long hours of work sitting at a computer
* Move around office/building/facilities repeatedly throughout the day
* Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels
* Must possess valid driver's license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings
* Able to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed
TOOLS AND EQUIPMENT USED
Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment.
WORK ENVIRONMENT
The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee.
This does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time.
COMPENSATION AND BENEFITS
The estimated range for this full-time position is $21.63 - $25.48 hourly, plus benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company's good faith and reasonable estimate of the range of possible compensation at the time of posting.
We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more. North Risk Partners is growing which means your career can too. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$21.6-25.5 hourly 60d+ ago
Commercial Lines Account Processor
North Risk Partners 3.5
Plymouth, MN jobs
Full-time Description
WHY NORTH RISK PARTNERS
Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska.
At North Risk Partners, our #one TEAM lives out #one MISSION: to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Our team environments are designed to provide #one TEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life.
JOB SUMMARY
The Commercial Lines Account Processor works on a team across all of North Risk Partners to support the Commercial Lines service team. The team works under the support and direction of the Service Leader along with support from the North Risk University Training Leads. This position will support various duties assigned by Account Managers and Commercial Lines Leaders to support the Commercial Service Account Management team. This role is designed to prepare the individual for the Account Management track, Sales track or Select Service track in the Commercial Lines of insurance.
Proficiency and the ability to complete Phase 1 responsibilities independently and accurately is required before moving into Phase 2.
ESSENTIAL RESPONSIBILITES
Phase 1:
Monitor and process tasks in the North Risk Commercial Lines Buddy List
Assist account management team by delivering quick and accurate responses to service requests in a caring and friendly manner
Accept, process, and communicate standard tasks such as, but not limited to, certificates, simple policy changes, MVR's, audits, cancellations, and reinstatements
Receive new policies, prepare policy books for account managers to review, and deliver to Risk Advisors as instructed
Attend and participate in agency service training meetings
Develop positive relationships with partner insurance carriers
Enter client activity and other relevant information into the company's software system(s)
Follow all federal and state regulations, and best practices for avoiding errors and omissions
Phase 2:
Assist account management team by delivering quick and accurate responses to service requests in a caring and friendly manner
Receive, process, and manage incoming requests delegated by account managers, risk advisors, and insureds
Accept, process, and communicate complex tasks such as, but not limited to, certificates, evidences, policy changes, proposal building, audits, cancellations, and reinstatements
Review certificate contract and communicate with carriers and account managers with necessary policy updates to execute certificate
Support processing tasks in the Commercial Lines Buddy List
Attend and actively participate in agency service training meetings
Develop positive relationships with partners insurance carriers
Enter client activity and other relevant information into the company's software system(s)
Follow all federal and state regulations, and best practices for avoiding errors and omissions
SECONDARY RESPONSIBILITIES
Perform miscellaneous projects and complete various tasks as requested by management
Attend and actively participate in scheduled Coverage Training classes
Requirements
QUALIFICATIONS (Knowledge, Skills, & Abilities)
A combination of education and experience generally attained through a high school degree, bachelor's degree, and work experience in insurance or another service industry
Ability to obtain & maintain a property & casualty license
Detail-oriented and time management skills are required
Ability to work independently and on a team both in-person and virtually
BEHAVIOR EXPECTATIONS
A role model for North Risk Partners' core values, mission, and desired culture
Demonstrate enthusiasm and a positive attitude
Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
A team player who collaborates and works well with his/her coworkers
A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners
PHYSICAL REQUIREMENTS
Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds
Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently
Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization
Sit and a desk for extended periods of time and perform long hours of work sitting at a computer
Move around office/building/facilities repeatedly throughout the day
Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels
Must possess valid driver's license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings
Able to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed
TOOLS AND EQUIPMENT USED
Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment.
WORK ENVIRONMENT
The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee.
This does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time.
COMPENSATION AND BENEFITS
The estimated range for this full-time position is $21.63 - $25.48 hourly, plus benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company's good faith and reasonable estimate of the range of possible compensation at the time of posting.
We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more. North Risk Partners is growing which means your career can too. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$21.6-25.5 hourly 60d+ ago
Junior Account Manager - Personal Insurance
Rue Insurance 3.3
Hamilton, NJ jobs
Rue Insurance is one of the largest independent insurance brokerages in the state of NJ, having been established in 1917. We offer insurance solutions throughout NJ and PA with a focus on Mercer, Bucks, Burlington, Middlesex, Monmouth, Ocean, and Somerset counties and licenses in most states across the US. We consistently win “Best Places to Work NJ” and recently “Best Places to Work Insurance”, a national designation. We have an exceptional and diverse company culture that has led to our average employee remining with us for over a decade. Our employees give 5 star customer service to our clients which in turn has fostered our sterling reputation.
About the Position
Rue Insurance's Junior Account Managers are a Trusted Advisor (liaison) between the client and insurance carrier to convey information, ensure understanding, and assure work is performed in an accurate, timely manner. They are primarily responsible for working closely in a team environment to support the team, while servicing clients on a day-to day basis. The Junior Account Manager's will develop and maintain client relationships with both client and carrier representatives while providing outstanding client service and advisory support to all clients in support of a book of business. Quality of work must exemplify the best-in-class service standards established by Rue Insurance at all times.
Hybrid schedule available after 90 days
Reports to: Personal Lines Manager Department/Unit: Personal Lines
Work Schedule & Classification: Full-time, salaried (non-exempt) position
Salary: $53,000 - $65,000
Duties & Responsibilities include but are not limited to:
Work in Collaboration with Account Manager(s) to
Manage the servicing responsibilities of a book of business, including policy renewals, requests for policy changes and proofs of insurance, insurance requirement reviews, billing inquiries and assist with the onboarding new clients.
Follow the department's renewal review process by providing all pertinent information to the carrier to obtain renewal terms and premium.
Process client payments and advise them of the different payment options the carrier may offer.
Handle incoming Personal Lines new business phone calls and provide quotes.
Handle client requests (internal and external) in a timely, friendly, empathetic and professional manner.
Proactively identify opportunities to educate clients, initiate inter-agency referrals, or offer enhanced or new coverages recommendations/account rounding to minimize client risk.
Build and maintain long-term client relationships to support the departmental retention goals.
Perform assigned responsibilities in accordance with the agency-established client service standards.
Follow all agency processes and procedures, including but not limited to, Epic Workflows, client documentation, paper and electronic records retention guidelines, etc.
Participate in educational programs to enhance knowledge and skills, and/or achieve or maintain professional designation(s).
Be familiar with and follow agency E&O guidelines.
Attend and actively participate in regular department and monthly company meetings
Perform all other duties or projects as assigned by management.
Qualifications & Education:
Valid NJ Property/Casualty/Life/Health Licenses, as applicable
1-2 years Personal Lines Account Management experience
Excellent written, verbal, and interpersonal communication skills
Professional insurance designation(s)
Bachelor's Degree preferred
Excellent organization skills with strong attention to detail
Strong analytical and critical thinking skills
Excellent customer service mindset and skills
Ability to multi-task and complete work with a sense of urgency
Team player with a positive attitude
Basic computer aptitude and skills, including proficiency with Microsoft Office Suite (Word, Excel, Outlook and Power Point)
Experience with Applied Systems Epic including Epic Quotes
Benefits:
Flexible Work Schedule
In office/ Remote Hybrid Work Schedule
401(k) with Match
Profit Sharing Plan
Medical with HRA/HSA
Dental
Vision
LTD
STD
Life Insurance
Accident Insurance
Critical Illness Insurance
AD&D Insurance
FSA
Identity Theft Insurance
And more…..
Physical Requirements:
Must be capable of sitting for a long period of time, working on a computer, standing, and walking.
Equal Opportunity Employer:
Rue Insurance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
$53k-65k yearly Auto-Apply 60d+ ago
Service Account Representative
Boston Mutual Life Insurance Company 4.0
Canton, MA jobs
All Boston Mutual employees who interact with our policyholders, our producers and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time.
We do our best to:
Demonstrate a desire to assist.
Listen for understanding and respond empathetically.
Explain things in a manner that is easy to understand.
Be knowledgeable students of our business.
Take full ownership to resolve questions and issues.
Be professional, polite and courteous.
Leave our customers and associates “better than where we found them.”
The Service Account Representative is responsible for the successful onboarding of new customers and processing monthly remittances using a variety of processes while maintaining the highest levels of service professionalism in all they do.
The Service Account Representative is expected to:
Reconcile monthly list bills; process premium payments and other financial transactions, such as issuing refunds, reversing premiums, writing off small balances
Perform checks and balances by identifying discrepancies to balance the accounts and resolution of problem situations.
Provide customer service through written and verbal correspondence to internal/external stakeholders; recognize what needs to be done to meet complex stakeholder needs and demonstrate flexibility and responsiveness to meet those requirements.
Process various mainframe transactions to change or correct policy records.
Provide coaching and training for new hires and peers; collaborate to solve problems.
Process returned mail and update addresses in mainframe system.
Comply with privacy guidelines., company policies, and procedures.
Perform other duties and/or projects as needed or required.
JOB REQUIREMENTS AND QUALIFICATIONS
Education: High School Diploma or GED required; Associates Degree preferred.
Experience: Minimum of 2 years of equivalent business experience required. Insurance experience and/or knowledge preferred. 1+ years of experience in Customer Service preferred.
Knowledge Requirements:
Excellent written/verbal communication skills.
Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines.
Excellent interpersonal skills and the ability to effectively build and extend relationships.
Experience using multiple system applications, managing electronic and physical documents, ensuring they are properly recorded in systems and stored appropriately.
Excellent working knowledge of Microsoft Office Word and Excel.
Certifications/Licensures: N/A
ADDITIONAL INFORMATION
Regular Working Conditions (Desk job with occasional walking, use of computer with hand and finger motions, close and distance vision, minimal noise level and no exposure to weather conditions)
Prolonged Standing Frequent Walking or Stooping Heavy Equipment or Machinery Operation
Heavy Lifting Increased Noise Level Exposure to Weather Conditions Travel Required “On Call” Hours Required
Other Information:
$36k-43k yearly est. Auto-Apply 11d ago
Commercial Lines Account Processor
North Risk Partners 3.5
Saint Cloud, MN jobs
Full-time Description
WHY NORTH RISK PARTNERS
Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska.
At North Risk Partners, our #one TEAM lives out #one MISSION: to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Our team environments are designed to provide #one TEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life.
JOB SUMMARY
The Commercial Lines Account Processor works on a team across all of North Risk Partners to support the Commercial Lines service team. The team works under the support and direction of the Service Leader along with support from the North Risk University Training Leads. This position will support various duties assigned by Account Managers and Commercial Lines Leaders to support the Commercial Service Account Management team. This role is designed to prepare the individual for the Account Management track, Sales track or Select Service track in the Commercial Lines of insurance.
Proficiency and the ability to complete Phase 1 responsibilities independently and accurately is required before moving into Phase 2.
ESSENTIAL RESPONSIBILITES
Phase 1:
Monitor and process tasks in the North Risk Commercial Lines Buddy List
Assist account management team by delivering quick and accurate responses to service requests in a caring and friendly manner
Accept, process, and communicate standard tasks such as, but not limited to, certificates, simple policy changes, MVR's, audits, cancellations, and reinstatements
Receive new policies, prepare policy books for account managers to review, and deliver to Risk Advisors as instructed
Attend and participate in agency service training meetings
Develop positive relationships with partner insurance carriers
Enter client activity and other relevant information into the company's software system(s)
Follow all federal and state regulations, and best practices for avoiding errors and omissions
Phase 2:
Assist account management team by delivering quick and accurate responses to service requests in a caring and friendly manner
Receive, process, and manage incoming requests delegated by account managers, risk advisors, and insureds
Accept, process, and communicate complex tasks such as, but not limited to, certificates, evidences, policy changes, proposal building, audits, cancellations, and reinstatements
Review certificate contract and communicate with carriers and account managers with necessary policy updates to execute certificate
Support processing tasks in the Commercial Lines Buddy List
Attend and actively participate in agency service training meetings
Develop positive relationships with partners insurance carriers
Enter client activity and other relevant information into the company's software system(s)
Follow all federal and state regulations, and best practices for avoiding errors and omissions
SECONDARY RESPONSIBILITIES
Perform miscellaneous projects and complete various tasks as requested by management
Attend and actively participate in scheduled Coverage Training classes
Requirements
QUALIFICATIONS (Knowledge, Skills, & Abilities)
A combination of education and experience generally attained through a high school degree, bachelor's degree, and work experience in insurance or another service industry
Ability to obtain & maintain a property & casualty license
Detail-oriented and time management skills are required
Ability to work independently and on a team both in-person and virtually
BEHAVIOR EXPECTATIONS
A role model for North Risk Partners' core values, mission, and desired culture
Demonstrate enthusiasm and a positive attitude
Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
A team player who collaborates and works well with his/her coworkers
A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners
PHYSICAL REQUIREMENTS
Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds
Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently
Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization
Sit and a desk for extended periods of time and perform long hours of work sitting at a computer
Move around office/building/facilities repeatedly throughout the day
Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels
Must possess valid driver's license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings
Able to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed
TOOLS AND EQUIPMENT USED
Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment.
WORK ENVIRONMENT
The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee.
This does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time.
COMPENSATION AND BENEFITS
The estimated range for this full-time position is $21.63 - $25.48 hourly, plus benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company's good faith and reasonable estimate of the range of possible compensation at the time of posting.
We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more. North Risk Partners is growing which means your career can too. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$21.6-25.5 hourly 60d+ ago
Commercial Lines Account Processor
North Risk Partners 3.5
Sioux Falls, SD jobs
WHY NORTH RISK PARTNERS Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska.
At North Risk Partners, our #one TEAM lives out #one MISSION: to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Our team environments are designed to provide #one TEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life.
JOB SUMMARY
The Commercial Lines Account Processor works on a team across all of North Risk Partners to support the Commercial Lines service team. The team works under the support and direction of the Service Leader along with support from the North Risk University Training Leads. This position will support various duties assigned by Account Managers and Commercial Lines Leaders to support the Commercial Service Account Management team. This role is designed to prepare the individual for the Account Management track, Sales track or Select Service track in the Commercial Lines of insurance.
Proficiency and the ability to complete Phase 1 responsibilities independently and accurately is required before moving into Phase 2.
ESSENTIAL RESPONSIBILITES
Phase 1:
* Monitor and process tasks in the North Risk Commercial Lines Buddy List
* Assist account management team by delivering quick and accurate responses to service requests in a caring and friendly manner
* Accept, process, and communicate standard tasks such as, but not limited to, certificates, simple policy changes, MVR's, audits, cancellations, and reinstatements
* Receive new policies, prepare policy books for account managers to review, and deliver to Risk Advisors as instructed
* Attend and participate in agency service training meetings
* Develop positive relationships with partner insurance carriers
* Enter client activity and other relevant information into the company's software system(s)
* Follow all federal and state regulations, and best practices for avoiding errors and omissions
Phase 2:
* Assist account management team by delivering quick and accurate responses to service requests in a caring and friendly manner
* Receive, process, and manage incoming requests delegated by account managers, risk advisors, and insureds
* Accept, process, and communicate complex tasks such as, but not limited to, certificates, evidences, policy changes, proposal building, audits, cancellations, and reinstatements
* Review certificate contract and communicate with carriers and account managers with necessary policy updates to execute certificate
* Support processing tasks in the Commercial Lines Buddy List
* Attend and actively participate in agency service training meetings
* Develop positive relationships with partners insurance carriers
* Enter client activity and other relevant information into the company's software system(s)
* Follow all federal and state regulations, and best practices for avoiding errors and omissions
SECONDARY RESPONSIBILITIES
* Perform miscellaneous projects and complete various tasks as requested by management
* Attend and actively participate in scheduled Coverage Training classes
Requirements
QUALIFICATIONS (Knowledge, Skills, & Abilities)
* A combination of education and experience generally attained through a high school degree, bachelor's degree, and work experience in insurance or another service industry
* Ability to obtain & maintain a property & casualty license
* Detail-oriented and time management skills are required
* Ability to work independently and on a team both in-person and virtually
BEHAVIOR EXPECTATIONS
* A role model for North Risk Partners' core values, mission, and desired culture
* Demonstrate enthusiasm and a positive attitude
* Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
* A team player who collaborates and works well with his/her coworkers
* A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners
PHYSICAL REQUIREMENTS
* Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds
* Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently
* Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization
* Sit and a desk for extended periods of time and perform long hours of work sitting at a computer
* Move around office/building/facilities repeatedly throughout the day
* Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels
* Must possess valid driver's license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings
* Able to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed
TOOLS AND EQUIPMENT USED
Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment.
WORK ENVIRONMENT
The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee.
This does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time.
COMPENSATION AND BENEFITS
The estimated range for this full-time position is $21.63 - $25.48 hourly, plus benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company's good faith and reasonable estimate of the range of possible compensation at the time of posting.
We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more. North Risk Partners is growing which means your career can too. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$21.6-25.5 hourly 30d ago
Commercial Lines Account Processor
North Risk Partners 3.5
Sioux Falls, SD jobs
Full-time Description
WHY NORTH RISK PARTNERS
Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska.
At North Risk Partners, our #one TEAM lives out #one MISSION: to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Our team environments are designed to provide #one TEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life.
JOB SUMMARY
The Commercial Lines Account Processor works on a team across all of North Risk Partners to support the Commercial Lines service team. The team works under the support and direction of the Service Leader along with support from the North Risk University Training Leads. This position will support various duties assigned by Account Managers and Commercial Lines Leaders to support the Commercial Service Account Management team. This role is designed to prepare the individual for the Account Management track, Sales track or Select Service track in the Commercial Lines of insurance.
Proficiency and the ability to complete Phase 1 responsibilities independently and accurately is required before moving into Phase 2.
ESSENTIAL RESPONSIBILITES
Phase 1:
Monitor and process tasks in the North Risk Commercial Lines Buddy List
Assist account management team by delivering quick and accurate responses to service requests in a caring and friendly manner
Accept, process, and communicate standard tasks such as, but not limited to, certificates, simple policy changes, MVR's, audits, cancellations, and reinstatements
Receive new policies, prepare policy books for account managers to review, and deliver to Risk Advisors as instructed
Attend and participate in agency service training meetings
Develop positive relationships with partner insurance carriers
Enter client activity and other relevant information into the company's software system(s)
Follow all federal and state regulations, and best practices for avoiding errors and omissions
Phase 2:
Assist account management team by delivering quick and accurate responses to service requests in a caring and friendly manner
Receive, process, and manage incoming requests delegated by account managers, risk advisors, and insureds
Accept, process, and communicate complex tasks such as, but not limited to, certificates, evidences, policy changes, proposal building, audits, cancellations, and reinstatements
Review certificate contract and communicate with carriers and account managers with necessary policy updates to execute certificate
Support processing tasks in the Commercial Lines Buddy List
Attend and actively participate in agency service training meetings
Develop positive relationships with partners insurance carriers
Enter client activity and other relevant information into the company's software system(s)
Follow all federal and state regulations, and best practices for avoiding errors and omissions
SECONDARY RESPONSIBILITIES
Perform miscellaneous projects and complete various tasks as requested by management
Attend and actively participate in scheduled Coverage Training classes
Requirements
QUALIFICATIONS (Knowledge, Skills, & Abilities)
A combination of education and experience generally attained through a high school degree, bachelor's degree, and work experience in insurance or another service industry
Ability to obtain & maintain a property & casualty license
Detail-oriented and time management skills are required
Ability to work independently and on a team both in-person and virtually
BEHAVIOR EXPECTATIONS
A role model for North Risk Partners' core values, mission, and desired culture
Demonstrate enthusiasm and a positive attitude
Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
A team player who collaborates and works well with his/her coworkers
A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners
PHYSICAL REQUIREMENTS
Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds
Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently
Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization
Sit and a desk for extended periods of time and perform long hours of work sitting at a computer
Move around office/building/facilities repeatedly throughout the day
Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels
Must possess valid driver's license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings
Able to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed
TOOLS AND EQUIPMENT USED
Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment.
WORK ENVIRONMENT
The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee.
This does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time.
COMPENSATION AND BENEFITS
The estimated range for this full-time position is $21.63 - $25.48 hourly, plus benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company's good faith and reasonable estimate of the range of possible compensation at the time of posting.
We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more. North Risk Partners is growing which means your career can too. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$21.6-25.5 hourly 30d ago
Commercial Lines Account Processor
North Risk Partners 3.5
Rochester, MN jobs
Full-time Description
WHY NORTH RISK PARTNERS
Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska.
At North Risk Partners, our #one TEAM lives out #one MISSION: to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Our team environments are designed to provide #one TEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life.
JOB SUMMARY
The Commercial Lines Account Processor works on a team across all of North Risk Partners to support the Commercial Lines service team. The team works under the support and direction of the Service Leader along with support from the North Risk University Training Leads. This position will support various duties assigned by Account Managers and Commercial Lines Leaders to support the Commercial Service Account Management team. This role is designed to prepare the individual for the Account Management track, Sales track or Select Service track in the Commercial Lines of insurance.
Proficiency and the ability to complete Phase 1 responsibilities independently and accurately is required before moving into Phase 2.
ESSENTIAL RESPONSIBILITES
Phase 1:
Monitor and process tasks in the North Risk Commercial Lines Buddy List
Assist account management team by delivering quick and accurate responses to service requests in a caring and friendly manner
Accept, process, and communicate standard tasks such as, but not limited to, certificates, simple policy changes, MVR's, audits, cancellations, and reinstatements
Receive new policies, prepare policy books for account managers to review, and deliver to Risk Advisors as instructed
Attend and participate in agency service training meetings
Develop positive relationships with partner insurance carriers
Enter client activity and other relevant information into the company's software system(s)
Follow all federal and state regulations, and best practices for avoiding errors and omissions
Phase 2:
Assist account management team by delivering quick and accurate responses to service requests in a caring and friendly manner
Receive, process, and manage incoming requests delegated by account managers, risk advisors, and insureds
Accept, process, and communicate complex tasks such as, but not limited to, certificates, evidences, policy changes, proposal building, audits, cancellations, and reinstatements
Review certificate contract and communicate with carriers and account managers with necessary policy updates to execute certificate
Support processing tasks in the Commercial Lines Buddy List
Attend and actively participate in agency service training meetings
Develop positive relationships with partners insurance carriers
Enter client activity and other relevant information into the company's software system(s)
Follow all federal and state regulations, and best practices for avoiding errors and omissions
SECONDARY RESPONSIBILITIES
Perform miscellaneous projects and complete various tasks as requested by management
Attend and actively participate in scheduled Coverage Training classes
Requirements
QUALIFICATIONS (Knowledge, Skills, & Abilities)
A combination of education and experience generally attained through a high school degree, bachelor's degree, and work experience in insurance or another service industry
Ability to obtain & maintain a property & casualty license
Detail-oriented and time management skills are required
Ability to work independently and on a team both in-person and virtually
BEHAVIOR EXPECTATIONS
A role model for North Risk Partners' core values, mission, and desired culture
Demonstrate enthusiasm and a positive attitude
Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
A team player who collaborates and works well with his/her coworkers
A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners
PHYSICAL REQUIREMENTS
Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds
Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently
Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization
Sit and a desk for extended periods of time and perform long hours of work sitting at a computer
Move around office/building/facilities repeatedly throughout the day
Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels
Must possess valid driver's license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings
Able to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed
TOOLS AND EQUIPMENT USED
Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment.
WORK ENVIRONMENT
The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee.
This does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time.
COMPENSATION AND BENEFITS
The estimated range for this full-time position is $21.63 - $25.48 hourly, plus benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company's good faith and reasonable estimate of the range of possible compensation at the time of posting.
We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more. North Risk Partners is growing which means your career can too. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$21.6-25.5 hourly 60d+ ago
Junior Account Manager - Personal Insurance
Rue Insurance 3.3
Trenton, NJ jobs
Rue Insurance is one of the largest independent insurance brokerages in the state of NJ, having been established in 1917. We offer insurance solutions throughout NJ and PA with a focus on Mercer, Bucks, Burlington, Middlesex, Monmouth, Ocean, and Somerset counties and licenses in most states across the US. We consistently win “Best Places to Work NJ” and recently “Best Places to Work Insurance”, a national designation. We have an exceptional and diverse company culture that has led to our average employee remining with us for over a decade. Our employees give 5 star customer service to our clients which in turn has fostered our sterling reputation.
About the Position
Rue Insurance's Junior Account Managers are a Trusted Advisor (liaison) between the client and insurance carrier to convey information, ensure understanding, and assure work is performed in an accurate, timely manner. They are primarily responsible for working closely in a team environment to support the team, while servicing clients on a day-to day basis. The Junior Account Manager's will develop and maintain client relationships with both client and carrier representatives while providing outstanding client service and advisory support to all clients in support of a book of business. Quality of work must exemplify the best-in-class service standards established by Rue Insurance at all times.
Hybrid schedule available after 90 days
Reports to: Personal Lines Manager Department/Unit: Personal Lines
Work Schedule & Classification: Full-time, salaried (non-exempt) position
Salary: $53,000 - $65,000
Duties & Responsibilities include but are not limited to:
Work in Collaboration with Account Manager(s) to
Manage the servicing responsibilities of a book of business, including policy renewals, requests for policy changes and proofs of insurance, insurance requirement reviews, billing inquiries and assist with the onboarding new clients.
Follow the department's renewal review process by providing all pertinent information to the carrier to obtain renewal terms and premium.
Process client payments and advise them of the different payment options the carrier may offer.
Handle incoming Personal Lines new business phone calls and provide quotes.
Handle client requests (internal and external) in a timely, friendly, empathetic and professional manner.
Proactively identify opportunities to educate clients, initiate inter-agency referrals, or offer enhanced or new coverages recommendations/account rounding to minimize client risk.
Build and maintain long-term client relationships to support the departmental retention goals.
Perform assigned responsibilities in accordance with the agency-established client service standards.
Follow all agency processes and procedures, including but not limited to, Epic Workflows, client documentation, paper and electronic records retention guidelines, etc.
Participate in educational programs to enhance knowledge and skills, and/or achieve or maintain professional designation(s).
Be familiar with and follow agency E&O guidelines.
Attend and actively participate in regular department and monthly company meetings
Perform all other duties or projects as assigned by management.
Qualifications & Education:
Valid NJ Property/Casualty/Life/Health Licenses, as applicable
1-2 years Personal Lines Account Management experience
Excellent written, verbal, and interpersonal communication skills
Professional insurance designation(s)
Bachelor's Degree preferred
Excellent organization skills with strong attention to detail
Strong analytical and critical thinking skills
Excellent customer service mindset and skills
Ability to multi-task and complete work with a sense of urgency
Team player with a positive attitude
Basic computer aptitude and skills, including proficiency with Microsoft Office Suite (Word, Excel, Outlook and Power Point)
Experience with Applied Systems Epic including Epic Quotes
Benefits:
Flexible Work Schedule
In office/ Remote Hybrid Work Schedule
401(k) with Match
Profit Sharing Plan
Medical with HRA/HSA
Dental
Vision
LTD
STD
Life Insurance
Accident Insurance
Critical Illness Insurance
AD&D Insurance
FSA
Identity Theft Insurance
And more…..
Physical Requirements:
Must be capable of sitting for a long period of time, working on a computer, standing, and walking.
Equal Opportunity Employer:
Rue Insurance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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tye Ni4ubEo
$53k-65k yearly 17d ago
Commercial Lines Account Processor
AWS Insurance 3.8
Metairie, LA jobs
COMPANY INFORMATION Organization Name: Aparicio, Walker & Seeling, Inc. About Our Organization: AWS Insurance, serving the Gulf Coast region, provides services in all aspects of insurance including commercial business insurance, risk management, car insurance, home or property insurance, flood insurance, natural disaster, marine insurance, liability insurance, employee health benefits, and payroll services. We offer our employees excellent health benefits to attract and retain high-quality employees.
Website: ************************
Position Title: Commercial Lines Account Processor Hiring Manager Job Title: Commercial Lines Manager Employment Status: Full-Time Regular
Primary Location: Metairie, LA
Job SUMMARY
Assists Producers and Account Executives by providing all processing duties associated with servicing a book of business, including, reviewing, and issuing Certificates of Insurance, reviewing contracts, processing renewals, policies and change requests, invoicing, and online rating. ESSENTIAL JOB FUNCTIONS
These duties include but are not limited to:
Handles typical account service activity including processing mail, endorsements, audits, ordering MVR's & elevation certificates, creating finance agreements, invoicing, etc.
Performs functions on agency management system proficiently
Responsible for the processing and review of new and renewal policies within thirty (30) days of receipt.
Responsible for the preparation of all Master Certificate Templates & expedited issuance of all requested Certificates of Insurance & Evidence of Property
Responsible for online rating and preparation of proposals as requested
Responsible for ordering loss runs and creating loss matrices
Review of client contracts to ensure compliance with existing coverage, to identify additional uninsured exposures and to ensure client is avoiding unnecessary transfer of liability where possible.
Assists with preparation of new and renewal client files as requested
Maintains working knowledge of all rating products and processes
Assists with filing claims and aiding in claim resolution as necessary
Assists in the preparation of Summaries of Insurance and Statement of Values as requested
Assists in the preparation of Premium Breakdowns as requested
Performs additional assigned duties as necessary
QUALIFICATIONS/REQUIREMENTS: At a minimum, applicants will need:
High school diploma or General Education Degree (GED)
Proficiency with Microsoft Office Suite, specifically Word, Excel, and Outlook
Proficiency in Adobe Acrobat Pro
Excellent oral and written communication skills
Possess the following team player characteristics, collaborative, dependable and reliable, flexible, consistency, and communicative
Ability to self-direct learning as necessary
Detail oriented nature with strong ability to multi-task and prioritize work
Ability to learn, analyze and make recommendations specific to client needs
Strong interpersonal skills to build rapport with customers and underwriters
Highly effective communication and negotiation skills
Service clients effectively and efficiently through active listening, time management, and problem solving
Ability to provide discretion, confidentiality, diplomacy, and tactfulness with respect to both agency and client information
Competency in interacting with and collaborating with a variety of colleagues and underwriters
Ability to always maintain and exhibit positive and professional attitude, treating clients, prospects, colleagues, and underwriters with respect.
Willingness to work beyond scheduled hours, as necessary, to ensure client satisfaction and to meet agency retention and growth goals.
Technology savvy
PREFFERED REQUIREMENTS:
Louisiana Property and Causality Licensed Agent
1+ year(s) of Commercial Lines experience.
1+ year(s) of experience with commercial online rating
Prior experience with Applied EPIC Management System
CLOSING
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
AWS Insurance, serving the Gulf Coast region, provides services in all aspects of insurance including commercial business insurance, risk management, car insurance, home or property insurance, flood insurance, natural disaster, marine insurance, liability insurance, employee health benefits, and payroll services. We offer our employees excellent health benefits to attract and retain high-quality employees.
We offer competitive salaries and benefits, including:
Educational expense reimbursement
Flexible working hours
Cafeteria plans
Medical & dental plans
Life & accident insurance
401K plan
AWS is an Equal Opportunity Employer and hires staff without regard to race, color or creed.
Fill out the form to the right to begin. Please call our office ************** or email if you have any questions.