**This role is 100% onsite in Flowood, MS. There is no remote capacity.**
The Customer Support Specialist (CSS) is accountable for providing quality service to customers seeking direction, information or assistance by conducting effective research on matters related to my Blue, pharmacy, enrollment, billing, benefits and claims inquiries to ensure first call resolution is achieved.
This position is responsible for ensuring a connection is made with each customer interaction to assist the customer with their initial concern and provide information tailored to their individual healthcare needs.
Job-Specific Requirements:
Must have a Bachelor's degree with at least a 3.0 GPA.
Must have proficient computer skills and be able to successfully complete all levels of the call center training program.
Excellent active listening skills in order to clearly understand members' issues.
Must possess excellent communication skills to ensure a professional company image is projected at all times.
Blue Cross & Blue Shield of Mississippi is an Equal opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.
$31k-42k yearly est. 1d ago
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Customer Support Specialist
Blue Cross & Blue Shield of Mississippi 4.3
Jackson, MS jobs
**This role is 100% onsite in Flowood, MS. There is no remote capacity.**
The Customer Support Specialist (CSS) is accountable for providing quality service to customers seeking direction, information or assistance by conducting effective research on matters related to my Blue, pharmacy, enrollment, billing, benefits and claims inquiries to ensure first call resolution is achieved.
This position is responsible for ensuring a connection is made with each customer interaction to assist the customer with their initial concern and provide information tailored to their individual healthcare needs.
Job-Specific Requirements:
Must have a Bachelor's degree with at least a 3.0 GPA.
Must have proficient computer skills and be able to successfully complete all levels of the call center training program.
Excellent active listening skills in order to clearly understand members' issues.
Must possess excellent communication skills to ensure a professional company image is projected at all times.
Blue Cross & Blue Shield of Mississippi is an Equal opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.
$31k-40k yearly est. 1d ago
Customer Support Specialist
Blue Cross & Blue Shield of Mississippi 4.3
Meridian, MS jobs
**This role is 100% onsite in Flowood, MS. There is no remote capacity.**
The Customer Support Specialist (CSS) is accountable for providing quality service to customers seeking direction, information or assistance by conducting effective research on matters related to my Blue, pharmacy, enrollment, billing, benefits and claims inquiries to ensure first call resolution is achieved.
This position is responsible for ensuring a connection is made with each customer interaction to assist the customer with their initial concern and provide information tailored to their individual healthcare needs.
Job-Specific Requirements:
Must have a Bachelor's degree with at least a 3.0 GPA.
Must have proficient computer skills and be able to successfully complete all levels of the call center training program.
Excellent active listening skills in order to clearly understand members' issues.
Must possess excellent communication skills to ensure a professional company image is projected at all times.
Blue Cross & Blue Shield of Mississippi is an Equal opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.
$30k-40k yearly est. 1d ago
Loan Servicing Specialist
Windsor Federal Bank 4.0
Windsor, CT jobs
Provides high quality customer service to customers, investors and bank personnel for all residential and consumer loan products offered by the Bank. Furnishes information, answers questions, and performs specialized servicing tasks to ensure that the loans the bank owns or services are properly maintained. Responsible for boarding and funding new loans from Encompass to Insight, monitoring ongoing hazard and flood insurance coverages, including performing force placed insurance. The incumbent will also ensure payment of all insurance types, taxes, and private mortgage insurance. Performs annual escrow analysis, processes loan payoffs, remits investor payments, reconciliations, and reporting timely. In addition, the incumbent will answer customer phone calls, research loan accounts to satisfy customer inquiries, monitor and/or maintain department reports and perform any other loan servicing functions, as needed.
ESSENTIAL FUNCTIONS:
Reviews Encompass and exports all loans submitted to boarding on the correct disbursement date.
Completes full loan boarding activities based on the documents provided.
Coordinates with the originations team to board and disburse each loan on the proper dates.
Performs construction loan activities to include review of the draw requests, funding the disbursements, and converting to permanent mortgage upon construction completion.
Responds to customers, bank staff and investor inquiries or concerns related to the servicing of an account.
Researches problems and adjusts the core system, as required, and approved by management, when applicable.
Sets up Investor Loans on the core system and performs the related tasks associated with boarding this loan type.
Remits timely monthly payments and reports to all the loan investors.
Processes timely payments of taxes, homeowner's insurance, private mortgage insurance, and condo fee bills from the customers' escrow accounts.
Performs annual escrow analysis.
Monitors for home equity lines of credit going into their repayment period and perform the required file maintenance. Communicates to customers that their draw period will be expiring in a timely manner.
Balances various general ledger and custodial checking accounts as required.
Reviews interest rate changes on adjustable customer's accounts for accuracy.
Updates interest rate indexes for the Bank's loan products on a daily, weekly, monthly basis or as required.
Processes loan modifications and subordination agreements.
Performs account maintenance (e.g., reversals, late charge waivers).
Responds to payoff requests to include preparing payoff quotes, required payoff documentation and mortgage releases timely and within state requirements.
Monitors and maintains all department loan reports on an ongoing basis to identify and correct problems.
Updates property insurance policy information on the core system on an ongoing basis.
Monitors property insurance coverage (hazard and flood) and perform forced place insurance procedures in accordance with the applicable regulations, as needed.
Monitors and maintains separate files for loans covered by flood insurance.
Monitors the payments of property taxes on mortgage loans that do not escrow for taxes. Contacts customers regarding their requirement to pay their taxes. Adds a monthly escrow payment to the customer's bill if the customer fails to resolve the delinquent tax issue.
Follow-up to ensure all recorded deeds are received and that recording information is input into the loan servicing core system.
Processes incoming and outgoing mail.
Performs record retention procedures (e.g., boxing, paring down files).
Supports document imaging initiatives.
Complies with all Bank policies, procedures, BSA, Deposit and Lending regulations.
Maintains a general understanding of Residential and Consumer loan origination process and updates the servicing procedures as these processes change.
Performs other related duties as required.
REQUIRED EDUCATION / EXPERIENCE / SKILLS:
Post high school education with three (3) to five (5) years mortgage loan servicing experience or some comparable combination of education and experience. An accounting background is helpful.
Knowledge of all pertinent regulations related to Residential and Consumer lending.
Excellent written and verbal communications skills.
Strong customer service orientation.
Proficient operation of the Bank's loan servicing system and Microsoft Software such as Word, Excel, and Outlook.
Working knowledge of the Bank's loan product offerings, Bank loan regulations and the Bank's loan policies and procedures.
Ability to interact with co-workers and customers in a positive manner.
Ability to exchange information with others clearly and concisely: to present ideas, facts and technical information.
Ability to perform under stress when confronted with critical timeline constraints and large work volumes.
Ability to perform a variety of duties within the department, after receiving appropriate cross training, without the loss of efficiency or composure.
Ability to receive guidance and supervision and follow work rules and procedures. Ability to meet deadlines, and to meet punctuality and attendance standards.
Ability to systematically identify task requirements and monitor progress towards accomplishment.
Ability to maintain relationships that facilitate task accomplishment, to cooperate and resolve conflicts, to recognize needs and be sensitive to others and to convince and persuade.
Ability to work independently as well as in a team-based environment.
Ability to learn quickly with a strong attention to detail and problem-solving.
Windsor Federal Bank, an Equal Opportunity Employer, offers a competitive compensation and benefits package including vacation, personal days, paid sick time, holidays, participation in a 401(k) plan, and profit sharing.
For consideration for this position, send resume to: *********************************
Windsor Federal Bank, 270 Broad Street Windsor, CT 06095
An Equal Opportunity Employer
$59k-171k yearly est. 4d ago
Customer Support Specialist
Blue Cross & Blue Shield of Mississippi 4.3
Hattiesburg, MS jobs
**This role is 100% onsite in Flowood, MS. There is no remote capacity.**
The Customer Support Specialist (CSS) is accountable for providing quality service to customers seeking direction, information or assistance by conducting effective research on matters related to my Blue, pharmacy, enrollment, billing, benefits and claims inquiries to ensure first call resolution is achieved.
This position is responsible for ensuring a connection is made with each customer interaction to assist the customer with their initial concern and provide information tailored to their individual healthcare needs.
Job-Specific Requirements:
Must have a Bachelor's degree with at least a 3.0 GPA.
Must have proficient computer skills and be able to successfully complete all levels of the call center training program.
Excellent active listening skills in order to clearly understand members' issues.
Must possess excellent communication skills to ensure a professional company image is projected at all times.
Blue Cross & Blue Shield of Mississippi is an Equal opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.
$31k-41k yearly est. 1d ago
Insurance Policy Processing Specialist
Tokio Marine Highland 4.5
Chicago, IL jobs
The Insurance Policy Processing Specialist is an integral part of the Fine Art Division as they are responsible processing, delivering and invoicing policies, maintaining Fine Art Schedules, managing projects, and creating the division's transaction-based data.
Duties/Responsibilities:
Processing policy documents by creating, providing quality control, and delivering documents at all points in the policy life span. This includes binding, endorsements, processing Broker of Records, and cancellations
Ensuring detailed documentation and storing of policy folders and files
Providing consistency for document processing and documentation of underwriting files and policy milestones
Managing workflow to ensure meeting of service level agreements
Supporting the Processing and Reporting manager in pursuit of business by taking on new tasks and implementing new processes as needed
Cover for teammates and support underwriters while they are out of the office
Provide basic accounting support. Not limited to: invoice creation, following up for payment, managing statement delivery to brokers, assisting in reconciliation and cash application as needed, and fielding various accounting questions
Assist in schedule database creation and management
Actively participate in system maintenance, development, and implementation
Qualifications:
High School Diploma or equivalent required; Bachelor's degree preferred
Insurance industry experience preferred
Basic Fine Art knowledge a plus
Excellent oral and written communication skills, demonstrating an aptitude for customer-focused service
Strong MS Office skills, particularly Excel
Tech-savvy with hands-on experience in leveraging digital tools to streamline workflows
Ability to perform basic accounting tasks, including data entry, reconciliations, and understanding of financial terminology.
Independent worker and an organized and efficient team member with flexibility and patience
Detail oriented with strong organizational skills
Ability to multi-task and prioritize competing priorities
Comfortable with ambiguity
Able to adapt to new situations and quick changes
Ability to maintain a high level of confidentiality and professionalism
Additional Job Details:
This hybrid position is based in Chicago, IL. During the initial training period, this role requires being in the office five days per week; after training is complete, the expectation is a minimum of three days in the office each week.
The pay range for this role is $53,000 to $79,600 annually. This range reflects a good faith estimate of pay at the time of posting. Actual compensation will be determined based on factors such as experience, skills, knowledge, education, and internal pay equity.
About Tokio Marine Highland
Tokio Marine Highland Insurance Services (TMH) is a leading property and casualty underwriting agency. We offer a broad suite of tailored specialty risk management solutions, including private flood, fine art and lender-placed products. At TMH, it's all about our clients. Nationwide, our customers rely on our trusted, industry-leading coverages, supported by compliance expertise, superior claims management and the highest caliber of service.
Founded in 1962, TMH is a wholly owned company of Tokio Marine Kiln, one of the largest carriers in the Lloyd's of London insurance market and a member of the Tokio Marine Group. TMH has operating centers in Chicago, Il, Frisco, Texas, Miami, Fla., and South Pasadena, Calif.
If you're looking to advance your career, TMH is the perfect professional home. At TMH, you'll have a chance to innovate with the world's leading businesses, put your expertise into action on major projects, and work on game-changing initiatives. You'll also make long-lasting professional connections through sharing different perspectives, and you'll be inspired by the best.
Tokio Marine Highland, LLC (TMH) is an Equal Opportunity Employer. TMH's success depends heavily on the effective utilization of qualified people, regardless of their race, ancestry, religion, color, sex, national origin, sexual orientation, gender identity and/or expression, disability, veteran status, or any characteristic protected by law. As a company, we adhere to and promote equal employment opportunities for all.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is TMH's policy to provide reasonable accommodation when requested by qualified individuals with disabilities during the recruitment process, unless such accommodation
would cause an undue hardship. To make an accommodation request, please contact *****************************.
$53k-79.6k yearly 1d ago
Customer Support Specialist
Blue Cross & Blue Shield of Mississippi 4.3
Southaven, MS jobs
**This role is 100% onsite in Flowood, MS. There is no remote capacity.**
The Customer Support Specialist (CSS) is accountable for providing quality service to customers seeking direction, information or assistance by conducting effective research on matters related to my Blue, pharmacy, enrollment, billing, benefits and claims inquiries to ensure first call resolution is achieved.
This position is responsible for ensuring a connection is made with each customer interaction to assist the customer with their initial concern and provide information tailored to their individual healthcare needs.
Job-Specific Requirements:
Must have a Bachelor's degree with at least a 3.0 GPA.
Must have proficient computer skills and be able to successfully complete all levels of the call center training program.
Excellent active listening skills in order to clearly understand members' issues.
Must possess excellent communication skills to ensure a professional company image is projected at all times.
Blue Cross & Blue Shield of Mississippi is an Equal opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.
$30k-38k yearly est. 1d ago
Disability Claims Specialist (Part Time 20 hours+)
Hays 4.8
Tampa, FL jobs
We seek to make a meaningful impact in the lives of our customers and our communities. The LTD Claim Consultant evaluates long term disability insurance claims in accordance with plan provisions and within prescribed time service standards. In this role, the LTD Claims Consultant is required to exercise independent judgment, critical thinking skills, exemplary customer service skills as well as effective inventory management skills.
Essential Business Experience and Technical Skills:
Required:
**3+ years of LTD/IDI Insurance Claims experience
β’Prior experience with independent judgement and decision making while relying on the available facts
β’Be able to demonstrate the use of critical thinking and analysis when reviewing the information
β’Creative problem-solving abilities and the ability to think outside the box
β’Excellent interpersonal and communication skills in both verbal and written form
β’Excellent customer service skills proven through internal and external customer interactions
β’Demonstrated conceptual thinking, risk management, ability to handle complex situations effectively
β’Organizational and time management skills
β’ Bachelor's degree
Key Responsibilities:
β’Effectively manages with some level of oversight an assigned caseload of moderately complex claims which consists of pending, ongoing/active and appeal reviews. The LTD CS will be evaluated for increases in their authority levels as they become more experienced in their decision-making and demonstrate consistency in meeting all key performance indicators
β’Provides timely, balanced and accurate claims reviews, documentation and recommended decisions in a time sensitive and fast-paced environment and in accordance with state and department of insurance regulations
β’ Provides frequent, proactive verbal communication with our claimants and/or their representatives demonstrating empathy and active listening while providing clear updates, direction and explanations regarding the claim process, benefits and other pertinent plan provisions. These calls are used to gather essential details regarding medical condition(s) and treatment, occupational demands, financial information and any other information that may be pertinent to the evaluation of the claim. Once telephone calls are completed, you will be required to document the conversation within the claim file in a timely manner utilizing the appropriate level of detail and professional writing skills
β’Interacts and communicates effectively with claimants, customers, attorneys, brokers, and family members during claim evaluations
β’Compiles file documentation and correspondence requiring extensive policy and factual detail. Analyzes information to determine if additional information is needed to make a reasonable and logical claims determination based off the information available
β’Collaborates with both external and internal resources, such as physicians, attorneys, clinical/vocational consultants as needed to gather data such as medical/occupational information in order to ensure reasonable, thorough decisions.
β’Clarifies and reconciles inconsistencies when gathering information during claim evaluations and collaborates with Fraud Waste and Abuse resources as needed
β’Proficiently calculates monthly benefits due after elimination period, to include COLA, Social Security Offsets, and Rehab Return to Work benefits, and other non-routine payments
β’Provides timely and detailed written communication during the claim evaluation process which outlines the status of the evaluation and/or claim determination.
β’Addresses and resolves escalated customer complaints in a timely and thorough manner. Identifies and refers appropriate matters to our appeals, complaint, or litigation support areas.
$56k-88k yearly est. 3d ago
Intake Specialist
Charles Taylor Plc 4.5
Louisville, KY jobs
Charles Taylor is a leading international provider of professional services to clients in the global insurance market.
Underwriters Safety & Claims, LLC, a Charles Taylor Company, is a nationwide third-party claims administrator with a unique ability to provide customized and collaborative claims services.
Summary/Objective
Charles Taylor is currently searching for qualified Intake Specialists. The Intake Specialist will establish a new claim promptly. They will examine and verify policy coverage and route calls as appropriate.
Essential Job Functions
Verify appropriate coverage on policies.
Establish new claims and provide claim numbers to callers while on the phone.
Communicate with external parties as necessary to manage claims effectively.
Upload documents into the OnBase system upon creation.
Dispatch necessary documents to relevant parties.
Screen incoming calls and direct them to the appropriate handling parties.
Process payments.
Skills and Abilities
Strong alpha/numeric data entry skills of 8,000 keystrokes with a 5% or below error rate
Strong organizational skills.
Ability to work independently and in a team environment under general management direction to complete all assignments.
Availability to work weekends and holidays.
Ability to write business emails.
Good telephone and communication skills.
Return internal email replies within one business day or less.
Prompt and regular attendance to pre-approved office schedule.
Experience/Education/Licensing Requirements
* Data entry experience in an office environment.
* Prior knowledge of automobile and property policies preferred.
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.
Must be able to work under conditions that require sitting, computer keyboarding, talking, hearing and seeing.
Clear and conceptual thinking ability, excellent judgment, troubleshooting, problem solving, analysis, and discretion, ability to handle work related stress; ability to handle multiple priorities simultaneously and to meet deadlines.
Why join Charles Taylor?
We are very proud of the fact that nine out of ten of our people recommend Charles Taylor as a place to work. We pride ourselves on having a positive work environment where our people are empowered to make the best decisions and where learning is valued highly and shared across our business.
We are very committed to ensuring our people are given continuous learning and development. As well as structured induction programs and job training, we provide study support for relevant professional qualifications and have a Core Learning & Development Curriculum.
Equal Opportunity Employer
Here at Charles Taylor we are proud to be an Inclusive Employer. We provide an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age, disability, gender identity, marital/ family status, race, religion, sex or sexual orientation.
Our external partnerships and the dedicated work we do in promoting a transparent and fair recruitment and selection process all contribute to the successful, inclusive and diverse culture and environment which we are proud to be a part of at Charles Taylor.
$22k-28k yearly est. 5d ago
Client Services Specialist
American Integrity Insurance Company 4.4
Tampa, FL jobs
About Us:
American Integrity Insurance (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 3,000 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years.
A Day in the Life:
Who knew Insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity.
Learn more about American Integrity Insurance and our job opportunities at ************************
Respond to inquiries and questions from agents, customers and internal departments via text,chat, email, and phone.
Provide agents and insured customers accurate information.
Research and resolve issues.
Answer calls professionally and expediently.
Provide administrative, general office and clerical services as required.
Process mail and all other correspondence
Participate in projects/assignments that support policy services.
Maintain a superior level of customer service provided to all clients.
Education: Associate's Degree preferred.
Experience: Two (2) years of personal lines experience, or contact center experience, or a combination of education and experience required.
Licensure: Florida licenses 20-44 (Personal Lines), 2-20 (General Lines), or 4-40 (Customer Service) preferred.
Knowledge:
Demonstrated skills in the use of computer software applications.
Specific knowledge in a particular line of business and / or additional education may be required by the hiring business unit.
Familiarity with various types of insurance policies preferred.
Skills:
Proven ability in customer service required.
Ability to communicate interpersonally with individuals and groups via telephone and in writing.
Ability to communicate effectively with a wide variety of technical / professional / consumer clients.
Ability to develop and maintain open and trusting working relationships with clients / agents in order to gather pertinent information.
Ability to balance timeliness and accuracy.
Ability to listen and communicate clearly while maintaining proper confidentiality.
Strong decision-making and problem solving skills.
Ability to innovate regarding methods and approaches to existing and future work processes.
Ability to be resourceful in information gathering and assess information for the best possible decision.
$31k-37k yearly est. 2d ago
ITM Specialist
Windsor Federal Bank 4.0
Windsor, CT jobs
Under the direction of the Customer Care Center/ITM Manager, the ITM Specialist plays an integral role in ensuring that an exceptional customer experience is achieved in each banking interaction. In this role, the ITM Specialist assists customers and processes transactions via video, through our Customer Care Center and Interactive Teller Machines (ITMs). The ITM Specialist enhances customer relationships by providing tailored and accurate service through multiple delivery channels. The ITM Specialist is responsible for engaging with current customers, providing exceptional service and addressing inquiries professionally via the telephone and online. Flexibility to work extended hours and Saturdays is required.
ESSENTIAL FUNCTIONS:
Facilitates routine transactions using an ITM. Processes allowable financial transactions for customers which may include deposits, withdrawals, loan payments, and cashing checks. Verifies customer deposit requests, including proper payee and endorsement of checks. May provide certain transaction exceptions, within policy or procedural guidelines.
Effectively communicates with and assists internal and external customers in a professional, positive, and composed manner while using effective listening abilities to resolve customer inquiries and requests. Provides resolutions and creative solutions to non-traditional banking inquiries.
Services all banking inquiry types, including customer accounts and ATM/debit card research and maintenance, navigation and technical support for electronic services, fraud research and disputes.
Has extensive knowledge of all products and is proficient in navigating required electronic product delivery systems. Aids internal and external customers with electronic delivery inquiries and demonstrates research, problem resolution and technical expertise for electronic products and services. Assists customers in navigating and troubleshooting our electronic products.
Identifies and pursues opportunities to build and deepen consumer and business customer relationships by actively listening and engaging with the customer to cross-sell products and services and understand their current and future financial needs and priorities. Offers needs-based solutions and educates customers on products, promotions, and digital services to assist the customer in reaching their financial goals.
Maintains a discerning ability to strongly authenticate callers over the phone and mitigate risk by recognizing and reacting to covert and overt attempts of illicit activity. Makes sound judgements balancing customer service and risk to the Bank and provides first-level approval authority for certain transaction exceptions, within policy or procedural guidelines. Provides service escalation to management, as necessary.
Maintains knowledge of and compliance with applicable federal, state, and local laws and regulations governing the activities of the Bank, as well as a well-rounded knowledge of both front end and back-office operations. Understands when to escalate a problem or situation to management or another department/branch. Owns any customer issues from beginning until resolution while making sure to keep customer informed throughout the process.
Is cross trained in all basic Customer Care Center procedures and all verbal and written delivery channels, including phone system, chat, email, and ITM.
Directs calls to appropriate Bank departments and associates.
Adheres to all Bank, security, and regulatory policies and procedures, including but not limited to, Bank Secrecy Act requirements, currency reporting requirements, check processing and funds availability guidelines, and all other position-related regulations, policies, and best practices. Reports any discrepancies to the supervisor. Adheres to all operational policies and procedures.
Participates in Bank promotions and community events to increase outreach and foster new business opportunities.
Applies new technology, serves as a subject matter expert on ITMs and stays up to date on process improvements and technology enhancements.
Performs other related duties as required.
REQUIRED EDUCATION / EXPERIENCE / SKILLS:
High school diploma or equivalent is required, along with a minimum of one (1) to three (3) years of banking experience. Call center or retail banking experience is preferred.
Strong critical thinking skills - ability to assist others, sound decision making skills.
Strong customer service and sales skills, as well as strong written communication skills are required.
Proficient verbal and numerical aptitudes are required.
Must be able to work in a high-volume setting and must demonstrate an ability to quickly learn and adapt to changing systems, applications, policies, and procedures.
Maintains a professional appearance while communicating effectively through on-screen technology.
Possesses working knowledge of financial institution policies, procedures, services, and products.
Detail oriented and able to assist customers through the ITM process.
Ability to prioritize several daily responsibilities; must be highly organized and possess the ability to meet deadlines as required.
Ability to perform a variety of duties, often changing from one desk to another of a different nature without loss of efficiency or composure. It is required that the employee in this position can work independently and as part of a team, with the ability to easily transition between jobs based on Bank and department needs.
Ability to work flexible/extended hours including Saturdays.
Ability to receive guidance and supervision, follow work rules and work procedures; meet deadlines, punctuality, and attendance standards.
Ability to interpret ideas and facts, while also analyzing and interpreting federal and state laws and/or regulations.
Windsor Federal Bank, an Equal Opportunity Employer, offers a competitive compensation and benefits package including vacation, personal days, paid sick time, holidays, participation in a 401(k) plan, and profit sharing.
For consideration for this position, send resume to: *********************************
Windsor Federal Bank, 270 Broad Street Windsor, CT 06095
An Equal Opportunity Employer
$45k-86k yearly est. 4d ago
Insurance Analytics Specialist (Actuary)- Tec...
Lockton Companies 4.5
San Francisco, CA jobs
Insurance Analytics Specialist (Actuary)- Technology Ris...
San Francisco, California, United States of America
Insurance Analytics Specialist (Actuary)- Technology Ris...
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.
About the Position
Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update .
A few of the reasons Associates love working at Lockton include:
Opportunities for growth and advancement, including paid training and professional development
12-week paid parental leave
A huge emphasis on community involvement
Frequent athletic and wellness events
Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!
We seek an experienced Insurance Analytics Specialist/Actuary to join our team. In this role, you will be part of an engaging and dynamic brokering team building insurance products that uses creative analytics solutions to advocate for our clients. You will also serve as the daily liaison between our account team and our internal analytics partners, ensuring data completeness and quality, as well as managing workflow and work quality. The ideal candidate will have a strong foundation in insurance analytics, a solid understanding of fundamental insurance concepts, and the ability to transform complex data into actionable insights.
Key Responsibilities
Advanced Analytics for Bespoke Analysis
β’ Perform sophisticated analytical research on specialized insurance topics, including innovative initiatives in autonomy and actuarial research
β’ Design and implement analytical models to evaluate risk factors, pricing implications, and coverage considerations for specialized insurance scenarios
β’ Translate complex insurance data into meaningful insights that drive strategic decision-making
β’ Develop data visualization tools to communicate analytical findings to stakeholders at various levels effectively
β’ Research industry trends and emerging risks to provide proactive recommendations on underwriting approaches
β’ Support internal analytics initiatives by applying statistical techniques to uncover patterns and relationships within insurance data
Data Review and Workload Management with our internal Analytics partners
β’ Serve as the primary liaison between our team and internal analytics partners, anticipating their data requirements and questions
β’ Conduct comprehensive data validation checks to ensure completeness and accuracy
β’ Identify and resolve data discrepancies or missing elements independently
β’ Develop and implement standardized data preparation procedures to ensure efficient workload management, streamline the review process, and minimize delays
Qualifications
Required Qualifications
β’ Bachelor's degree in Analytics, Statistics, Actuarial Science, Finance, Economics, Insurance, or related field
β’ At least 4-6 years of experience in insurance analytics, data analysis, or a related role within the insurance industry
β’ Demonstrated understanding of fundamental insurance concepts, including supply/demand dynamics, loss components, and their interrelationships
β’ Proficiency in data analysis tools such as Excel, SQL, and Python
β’ Experience with data quality assurance processes and validation methodologies
β’ Strong analytical skills with the ability to interpret complex datasets and identify meaningful patterns
Preferred Qualifications
β’ Insurance industry certifications such as ACAS, CPCU, or ARM
β’ Experience working with claims data, policy information, and underwriting systems
β’ Background in predictive modeling or machine learning applications in insurance
β’ Knowledge of the forefront of technology innovations and related insurance implications
β’ Experience with data visualization tools like Tableau or Power BI
Skills and Competencies
β’ Exceptional attention to detail and commitment to data accuracy and integrity
β’ Strong critical thinking and problem-solving abilities to address complex analytical challenges
β’ Collaborate effectively across internal teams and external partners by understanding diverse stakeholder priorities and delivering solutions that align technical requirements with organizational objectives
β’ Excellent communication skills to adapt communication approaches and translate technical findings into business insights
β’ Self-motivation and the ability to work independently while managing multiple priorities
β’ Collaborative mindset with the ability to work effectively with cross-functional teams
β’ Advanced knowledge of insurance industry terminology, products, and regulatory considerations
Working Conditions
This full-time position primarily operates in an office environment. The role may require occasional travel to meet with partners or attend industry events. Some flexibility in work scheduling may be necessary to meet project deadlines.
Equal Opportunity Statement
Lockton Companies is proud to provide everyone anequal 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 learnsfrom, celebrates and thrives because of ourbreadth 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 12,500+ Associates doing business in over 140 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.
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
Manage Consent Preferences
Always Active
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$39k-47k yearly est. 4d ago
Client Concierge/Client Specialist
Brightway Insurance 4.4
Palm Valley, FL jobs
Brightway Insurance is hiring a Full-Time Client Concierge in PVB
As a Client Concierge you will be the first point of contact for our clients, providing them with exceptional service and support. You will play a crucial role in maintaining our agency's reputation for excellence and ensuring client satisfaction.
Key Responsibilities
Greet and assist clients in person, via phone, email, and live chat, addressing inquiries and providing information on insurance products and services.
Assist clients with policy changes, renewals, and claims, ensuring timely and accurate processing.
Collaborate with the sales team to identify client needs and recommend appropriate insurance solutions.
Maintain organized client records, process paperwork, and manage scheduling to support agency operations.
Follow up with clients to ensure satisfaction and encourage policy renewals and referrals.
Qualifications
High school diploma or equivalent; college degree preferred.
Previous experience in customer service, insurance, or administrative roles is advantageous.
Strong communication, organizational, and multitasking abilities; proficiency in Microsoft Office Suite and CRM software.
Possession of a 4-40 Customer Representative license is preferred or the willingness to obtain one.
Established in 2008, Brightway Insurance has grown to become one of the largest privately-owned property and casualty insurance distribution companies in the U.S., with more than 350 agencies across 38 states and over $1.4 billion in annual premiums. Our unique franchise model offers agents the opportunity to focus on sales while we handle back-office operations, including carrier relations, licensing, and marketing support. This approach allows our agents to maximize their sales efforts and build lasting client relationships.
If you're an ambitious and driven individual eager to advance in the thriving insurance industry, Brightway Insurance offers the perfect opportunity. Take the next step in your career as a Client Concierge-apply today!
$34k-56k yearly est. 4d ago
Health Info Specialist I, JHI (FT Days)
Allied Services Integrated Health System 3.3
Wilkes-Barre, PA jobs
Reporting to the Assistant Vice President and the Assistant Director of Health Information, the Health Information Specialist I is responsible for the day-to-day Health Information Department operations and performs all duties as stated below.
EDUCATION:
High school diploma or equivalent required.
WORK EXPERIENCE:
Minimum of one (1) year of experience in hospital health information department or similar medical office setting with additional experience in quality analysis, scanning equipment or similar position preferred.
Prepares all documents by removing staples, paper clips, sticky notes and rubber bands. Groups all like documents together in chronological order by date. Checks each patient record for poor originals and stamps with "poor original" stamp. Copies all damaged documents so that they can go through the scanning process without difficulty. Securely attaches all rhythm strips and other small documents to 8 1/2 X 11 paper for scanning; trims any jagged corners with scissors and tapes any obvious tears to prevent scanner from jamming. Prepares batch by placing a completed batch cover sheet on each batch and placing rubber band around batch. Retrieves loose reports from the loose reports inbox daily. Places all batches in appropriate area for scanning daily. Filing, assembly, and stamping of paper charts.
Checks daily discharge log to ensure receipt of all records and follows up on records not received. Ensures that all patient records are received within two (2) days of discharge, reporting to Assistant Director when unable to obtain a patient record.
Retrieves records from scanning/uploading shelf and performs scanning/uploading process according to procedure. Places the batch ID number on the batch cover sheet. Maintains appropriate set up for scanner to ensure optimal image results. Verifies that each batch has been prepped appropriately. Identifies pages that did not scan well and rescans those pages. Scans/uploads appropriate documents into appropriate EMR system.
Reviews images scanned, identifies documents that are of poor quality, re-scans those of poor quality or places in loose bin to be re-scanned. Ensures that all scanned documents are positioned correctly, flow to correct FIN and document type. Indexes documents to correct account number and document type. Verifies that barcoded documents are correctly indexed. Identifies when it is appropriate to split and merge documents. Correctly inserts pages/documents. Correctly appends pages/documents. Places original inpatient medical records on a shelf by date scanned/uploaded, and outpatient rehab and loose medical records by date scanned in a box in the closed file room. Hospice medical records are returned to the Inpatient Hospice Unit.
In the absence of the HIM Specialist II, runs report from HIM PhysDefiAnalysis Program of physician deficiencies/delinquencies. Mails delinquent/deficient letters. Places phone calls to physicians daily regarding verbal order signatures.
Meets a quality standard of 95% with prepping, scanning and uploading.
Performs clerical duties such as answering phones, photocopying, faxing, data entry and processing daily mail.
Complies with HIPAA requirements regarding patient confidentiality. Performs special projects as needed per the Assistant Vice President Health Information and Assistant Director of Health Information. Participates in department meetings, in-services, continuing education seminars and lectures as requested. Other related duties as assigned.
$32k-62k yearly est. 5d ago
Ergonomic Specialist
ATI Physical Therapy 4.4
Detroit, MI jobs
Title: Ergonomic Specialist
Status: Full Time
Hours: M-F 6:30 am - 3:00 pm
ATI is a leading healthcare company specializing in musculoskeletal (MSK) health across the entire spectrum of care. Using a data-driven approach and highly skilled team members, we are redefining occupational health by proactively engaging employees, addressing injury causes, and reducing reliance on reactive treatments. As an Ergonomic Specialist , you will assess potential MSK injury risks and implement strategic solutions to mitigate them. This role emphasizes injury prevention and early intervention, providing integrated support to help workers stay healthy and productive.
Ergonomic Specialist Support and Development
At ATI, we prioritize your growth and success:
+ Collaborative Care: Supportive work environment with a network of industry partners and ATI's professional resources.
+ Commitment to Work-Life Balance: A schedule that promotes balance.
+ Autonomy of Care: Develop Injury Prevention programs for on-site employees.
+ Ongoing Learning and Resources : Access ATI Academy, BOC Classes (ATI Provider), structured mentorship, and leadership training. Clickhereto learn more.
Benefits Highlights
We offer a competitive compensation package with an incentive plan, and comprehensive benefits, including:
+ Paid Time Off : Generous PTO, holiday pay, CEU, and "Be Well Days" to recharge, prioritize mental and physical health.
+ Medical, Dental & Vision Coverage: Flexible plan options.
+ 401(k) Match: Competitive employer matching.
+ Childcare Tuition Assistance: Discounted rates.
+ Health Savings & Flexible Spending Accounts: Tax-saving options.
+ Short- & Long-Term Disability: 100% employer paid income protection plans.
+ Life Insurance: Employer-paid and voluntary options.
+ Parental Leave & Adoption Assistance : Paid time for new parents and support for adoption costs.
+ Wellness Programs: Including weight-loss and lifestyle coaching, digital mental-health support, and 24/7 virtual telehealth access.\*
+ Corporate Discounts: Exclusive deals for employees.
+ And more! Clickherefor the complete list of benefit offerings
_\*_ _NEW 2026 benefit!_
Responsibilities
As an Ergonomic Specialist you will be responsible for interfacing with office and industrial clients to assess employee health status and create an individualized plan for improvement.
+ Perform, document, and track ergo task analysis using client or ATI specific tools
+ Develop strategic actions for direction of client's ergonomics program
+ Develop, train, and lead cross functional teams and committees to include client's employees
+ Interface with department leaders and corporate executives to seek feedback and/or approval for projects, report, and program KPIs
+ Manage task lists with identified ergo risk furthering problem solve risk mitigation strategies and the ability to prioritize projects
+ Deploy new technology to include software and wearable technology
_The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned to the employee from time to time; or the scope of the job may change as necessitated by business demands._
Qualifications
Required:
+ Bachelor's Degree in Allied Health or an equivalent combination of education.
_Or_
+ Minimum 2 years' experience in Early Intervention and/or industrial ergonomics
Preferred:
+ Education Bachelor's Degree in Human Factors, Engineering Biomechanics, Kinesiology, Ergonomics, Safety, Nursing or Allied Health Profession
+ AEP-Associate Ergonomics Professional Certificate
+ Previous training/experience in Industrial Ergonomics
_ATI 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._
\# LI-KH4
Virtual Employee?
No
ReqID _2025-27544_
Job Locations _US-MI-Detroit_
Job Category _Occupational Health - Worksite Solutions_
Pay Class _Full Time_
$39k-53k yearly est. 5d ago
Insurance Specialist
Bankers Life 4.5
Nashville, TN jobs
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle and an opportunity to advance your career within a leadership role.
As an Insurance Professional, you will:
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Own your career by utilizing company sponsored leadership development programs to increase your potential for advancement to our mid or upper-level management roles
Build manage, and lead teams of Insurance Professionals
What makes a great Insurance Professional?
Strong relationship building and communication skills
Self-motivation to network and prospect for new clients, while demonstrating strong time management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
The ability to present complicated concepts effectively
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid study programs for insurance licensing, SIE, Series 6, Series 63, CFP
Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
$31k-41k yearly est. 1d 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. 1d ago
Claims Processing Expert
The Strickland Group 3.7
Phoenix, AZ jobs
Join Our Team as a Claims Processing Expert!
Are you a data-driven marketer who thrives on turning insights into impactful strategies? We are looking for a Claims Processing Expert to analyze key performance metrics, optimize marketing campaigns, and drive data-backed decision-making.
Why You'll Love This Role:
π Data-Driven Impact - Play a critical role in shaping marketing strategies through analytics.
π Career Growth - Access professional development and leadership opportunities.
β° Work-Life Balance - Enjoy a flexible schedule with full-time opportunities.
π° Competitive Compensation - Earn a stable income with performance-based incentives.
Your Responsibilities:
Analyze marketing campaign performance, customer behavior, and market trends.
Develop and track key performance indicators (KPIs) to measure marketing effectiveness.
Provide data-driven insights and recommendations to optimize marketing strategies.
Work with cross-functional teams to ensure data accuracy and consistency.
Utilize analytics tools (Google Analytics, Tableau, etc.) to generate reports and dashboards.
A/B test campaigns and refine strategies based on data insights.
What We're Looking For:
Proven experience in marketing analytics, data analysis, or a related field.
Proficiency in analytics tools such as Google Analytics, Tableau, or SQL.
Strong analytical and problem-solving skills.
Ability to translate complex data into actionable marketing strategies.
Experience with digital marketing metrics, reporting, and performance optimization.
Perks & Benefits:
Professional development and continuous learning opportunities.
Health insurance and retirement plans.
Performance-based bonuses and recognition programs.
Leadership growth and career advancement opportunities.
π Ready to Turn Data into Growth?
If you're passionate about leveraging data to drive marketing success, apply today! Join us and help shape data-driven marketing strategies that make an impact.
Your journey as a Claims Processing Expert starts here-let's optimize for success together!
$29k-36k yearly est. Auto-Apply 60d+ ago
Claims Processing Expert
The Strickland Group 3.7
Raleigh, NC jobs
Join Our Dynamic Insurance Team - Unlock Your Potential!
Are you ready to take control of your future and build a career in one of the most stable and lucrative industries? We are seeking driven individuals to join our thriving insurance team, where you'll receive top-tier training, support, and unlimited income potential.
NOW HIRING:
β Licensed Life & Health Agents
β Unlicensed Individuals (We'll guide you through the licensing process!)
We're looking for our next leaders-those who want to build a career or an impactful part-time income stream.
Is This You?
β Willing to work hard and commit for long-term success?
β Ready to invest in yourself and your business?
β Self-motivated and disciplined, even when no one is watching?
β Coachable and eager to learn?
β Interested in a business that is both recession- and pandemic-proof?
If you answered YES to any of these, keep reading!
Why Choose Us?
πΌ Work from anywhere - full-time or part-time, set your own schedule.
π° Uncapped earning potential - Part-time: $40,000 - $60,000 /month | Full-time: $70,000 - $150,000+++/month.
π No cold calling - You'll only assist individuals who have already requested help.
β No sales quotas, no pressure, no pushy tactics.
π§ π« World-class training & mentorship - Learn directly from top agents.
π― Daily pay from the insurance carriers you work with.
π Bonuses & incentives - Earn commissions starting at 80% (most carriers) + salary
π Ownership opportunities - Build your own agency (if desired).
π₯ Health insurance available for qualified agents.
π This is your chance to take back control, build a rewarding career, and create real financial freedom.
π Apply today and start your journey in financial services!
(
Results may vary. Your success depends on effort, skill, and commitment to training and sales systems.
)
Job Description
World Insurance Associates (βWorldβ) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Summary
The Broking Specialist receives and processes submissions for business from a network of insurance agents, obtains quotes from multiple insurance carriers, and provides agents with multiple quotes based on business requirements. Develops and maintains a network of agency and/or broker relationships.
Primary Responsibilities
Collaborates with Account Managers and Client Advisors in assigned division to develop coverage strategy and marketing initiatives for renewal and prospective business in the Middle Market segment.
In conjunction with other team members, prepare, review, and approve client-ready documentation, including proposals, analysis, and coverage comparisons, for new business opportunities and renewals.
Participate in client and prospect meetings as requested.
Negotiate with underwriters to establish best terms and conditions with respect to premiums and coverage.
Develop and maintain positive relationships with carriers that write both Middle Market and upper Middle Market P&C business.
Provide leadership, mentoring and direction to assist with growth and development of Broking Associates.
Present current trends and issues to interested parties internally and externally.
Drive utilization of all available technology throughout broking process and client service process
Adhere to the highest standards of professionalism and ethical behavior in all activities.
Work Experience
3-5+ years' experience in Property and Casualty with a comprehensive understanding of insurance coverages for commercial lines
Professional Licenses/Certifications
Must hold state Property & Casualty insurance license
Essential Skills/Competencies
Project/process management discipline and follow-through
Compelling deductive reasoning skills
Substantial inter-personal skills and associate engagement expertise
Effective listening and communication skills
Collaborative nature
Action-oriented, ambitious, initiative-taker
Analytical and creative thinker
Commitment to continuous learning and development
Basic understanding of standard property and casualty insurance programs
Purposeful, results-driven, competitive, tenacious desire to win
Knowledgeable of the insurance marketplace and keeps current with marketplace changes
Strong ability to influence and negotiate with trading partner peers, and achieve optimal outcomes for clients and prospective clients
Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
Compensation
This position is located in New Jersey. The base salary for this position at the time of this posting may range from $75,000 to $80,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
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