Job Feed

Benefits Account Manager/Account Executive

2018-05-22T17:16:17-07:00

Employee Benefits Account Manager – Group Health

If you have experience in employee benefits handling various sized groups, customer service and processing, we are looking for your expertise. Our client is seeking a strong, self-motivated candidate who can manage and maintain a book of business with little supervision. The Employee Benefits Account Manager will be responsible for the day-to-day management and retention on a designated book of business

Responsibilities:

Responsible for providing outstanding customer service to client groups ranging from 100-500 lives
Process new business, market both new and renewal business
Provide timely and courteous service and assistance to clients meeting or surpassing the customers’ expectations
Stay organized with daily and monthly account management meetings and email correspondence to clients, carriers, etc.
Maintain current and accurate customer database files by updating/uploading proper documentation
Complete client service tasks related to new business set up and applications as well as renewal applications and policy research
Occasional travel to clients place of business for open enrollment or proposal and/or renewal meetings as needed

Requirements:

Active CA Life & Health License required
3+ years’ experience working with employee benefits
Knowledge of multiple health insurance carriers a must
High School Diploma required
4-year college degree preferred
Proven ability to be self-motivated enough to get work done form a home office
Very well organized ad able to handle multiple tasks with the ability to prioritize
Ability to effectively communicate via email, phone and in person in a sincere, kind and professional manner

Compensation and Benefits:

Competitive salary and benefits package including; paid time off, 401k and more!

Insurance Relief™ provides ample opportunities for you to put your skills to work so if this position is not quite the fit for you please give us a call to hear about all of the other opportunities we have available.

Contact us today! info@insurance-relief.com, 888-292-4440

Employee Benefits Account Executive - Menlo Park

2018-05-24T18:38:06-07:00

Employee Benefits Senior Account Manager/Account Executive

Are you loving the administrative sales support side of the employee benefits industry but want to take the next step and become more involved with client contact? We have an exceptional opportunity with a large retail agency in Novato for someone who thrives in a fast paced environment and enjoys fostering client relationships. This is not a sales role but serves an integral part in the sales and retention process working directly with the Benefits Producer.

Primary Responsibilities

Manage assigned book of business while serving as the Producer’s right hand person, including servicing and/or solicitation activities
Manage book of mid to large size employee groups by acting as the lead representative to an assigned book-of-business
Direct employees on service team to ensure client retention
Receive and develop new business leads from Producers or identifies and develops cross-sell opportunities
Participate in team selling process including finalist interviews and RFP responses
Prepare and presents to client renewal analysis;
Sell renewal business to existing clients and where applicable and/or sell additional lines of coverage
Promote to clients other services offered by the agency by way of preparing Producer Service Proposals
Provide analysis and recommendations concerning client's existing coverages
Select carriers for solicitation and negotiate with carriers for benefit and premium considerations
Receive and respond to client inquiries including benefit and claim questions and issues
Review client coverage contracts and amendments for accuracy
Manage and negotiate third party vendor relationships and contracts on behalf of the client
Serve as technical expert, assisting department members to resolve complex issues
Create new client sales opportunities
Collect fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date
Comply with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned

Requirements

5+ years’ experience working in a high level Employee Benefits Account Manager role with a retail agency
Active California Life & Health license
Strong experience a mid to large sized benefit groups
Knowledge of various carriers and their benefits plans
Bachelor’s degree preferred
Must be willing and able to continue to meet continuing education requirements for license renewal
Willingness to complete continuing education to obtain applicable insurance designations
Excellent oral and written communication skills
Strong problem solving skills
Ability to work within a team and foster team work
Good planning, organizational and prioritization skills
Proficient in Microsoft Office Suite
Proficient in an Agency Management System such as; TAM/Applied, AMS360, Sagitta, EPIC, etc.

Compensation & Benefits:

This is a full time, direct hire position located in Fresno
Very competitive salary plus exceptional benefits package

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Commercial Lines CSR - San Jose

2018-09-20T13:59:52-07:00

Commercial Lines Customer Service Representative – Commercial Insurance – San Jose, CA

Our client, with a fast paced, unique, fun and professional environment, has made customer service a top priority. Serving small to medium size commercial accounts, they deliver expertise and customer service with the personal touch that is missing in the industry today.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Marketing of accounts – new and renewal commercial business
Answer client inquiries
Create proposals
Process basic certificates, endorsements, change requests and work comp notices
Maintain thorough and accurate notes and client files
Assist with claims
Other duties as assigned

EXPERIENCE, EDUCATION AND SKILLS:

P&C license required
2-5 years brokerage experience required
Familiar with all lines of commercial insurance coverage
Experience with an agency management system such as TAM, Sagitta, EPIC, Applied, etc. required
Insurance designations such as; CRIS, CISR, etc. a plus
Ability to work well under pressure and to abruptly change tasks
Ability to work well with others
Ability to effectively communicate via email, in person and over the telephone
Regular and reliable attendance is required

COMPENSATION & BENEFITS:

Competitive compensation and benefits package provided

Contact us today! Click here to chat live or contact us at info@insurance-relief.com, 888-292-4444

Employee Benefits Account Executive - San Jose

2018-06-06T12:29:56-07:00

Primary Responsibilities

Manage assigned book of business while serving as the Producer’s right hand person, including servicing and/or solicitation activities
Manage book of mid to large size employee groups by acting as the lead representative to an assigned book-of-business
Direct employees on service team to ensure client retention
Receive and develop new business leads from Producers or identifies and develops cross-sell opportunities
Participate in team selling process including finalist interviews and RFP responses
Prepare and presents to client renewal analysis;
Sell renewal business to existing clients and where applicable and/or sell additional lines of coverage
Promote to clients other services offered by the agency by way of preparing Producer Service Proposals
Provide analysis and recommendations concerning client's existing coverages
Select carriers for solicitation and negotiate with carriers for benefit and premium considerations
Receive and respond to client inquiries including benefit and claim questions and issues
Review client coverage contracts and amendments for accuracy
Manage and negotiate third party vendor relationships and contracts on behalf of the client
Serve as technical expert, assisting department members to resolve complex issues
Create new client sales opportunities
Collect fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date
Comply with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned

Requirements

5+ years’ experience working in a high level Employee Benefits Account Manager role with a retail agency
Active California Life & Health license
Strong experience a mid to large sized benefit groups
Knowledge of various carriers and their benefits plans
Bachelor’s degree preferred
Must be willing and able to continue to meet continuing education requirements for license renewal
Willingness to complete continuing education to obtain applicable insurance designations
Excellent oral and written communication skills
Strong problem solving skills
Ability to work within a team and foster team work
Good planning, organizational and prioritization skills
Proficient in Microsoft Office Suite
Proficient in an Agency Management System such as; TAM/Applied, AMS360, Sagitta, EPIC, etc.

Compensation & Benefits:

This is a full time, direct hire position located in Fresno
Very competitive salary plus exceptional benefits package

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Commercial Lines Account Manager

2018-08-22T15:23:36-07:00

Commercial Lines Account Manager – Property & Casualty
San Jose, CA

Are you a Commercial Lines Account Manager ready to start looking for your next career opportunity? How about a chance to join a team with tremendous opportunity for growth? We are seeking an energetic, experienced Commercial Lines Account Manager to work with a very reputable Insurance Brokerage in the San Jose area. The right candidate must have experience working in a brokerage or agency dealing with multiple carriers and have experience in general commercial lines.

Imagine having the ability to manage a fast-paced desk that provokes healthy challenges and rewarding results. You will work with a professional team offering exceptional customer service to a book of business consisting of a variety of complex accounts. This includes servicing accounts from beginning to end while providing exceptional customer service to current and prospective clients.

The ideal Commercial Lines Account Manager candidate will possess a wide range of commercial lines account management skills, including but not limited to; customer service, administration and sales. The position requires experience managing both small and large commercial accounts and a strong understanding of the underwriting process including new and renewal business. This position entails a great deal of communication interacting with clients and insurance company representatives.

Position Responsibilities:

Service current client accounts
Evaluate and provide appropriate recommendations regarding client coverage and risks
Round out accounts with recommendations on addition coverages
Negotiate and maintain relationships with carriers for the best coverage and rates for the client
Complete applications and renewals
Coordinate efforts of loss control and additional services
Claims reporting and handling

Requirements:

Active P&C license required
3+ years of experience in a commercial insurance environment
Strong customer resolution skills
Experience with an agency management system such as TAM, EPIC, AMS 360, or other system
Proficiency in Microsoft Office suite
Up-to-date knowledge and skills of current technology required to work in a highly automated and paperless environment
Must have excellent technical/analytical/mathematical/communication skills with the ability to rate, process quotes and create proposals
Must be capable of demonstrating knowledge of insurance coverage knowledge for a wide variety of SIC codes

COMPENSATION & BENEFITS:
The company offers a competitive salary with an exceptional benefits package including medical, dental, vision, life insurance, 401k and more.

Why Insurance Relief™?
As a businessperson in the insurance industry, it is an advantage to partner with a staffing expert and ally who understands your unique skills and needs. With vast experience in the insurance arena, Insurance Relief™ works with brokers, carriers and third party administrators to locate and place the best people for positions ranging from entry level to senior management. We invest the time to truly understand what you want to accomplish, and then do our best to find meaningful opportunities.

Insurance Relief™ provides ample opportunities for you to put your skills to work so if this position is not quite the fit for you please give us a call to hear about all of the other opportunities we have available.

Contact us today! info@insurance-relief.com, 888-292-4440

Employee Benefits Account Manager

2018-06-27T12:57:19-07:00

Employee Benefits Account Manager – Group Life & Health
Remote

Responsibilities:

Responsible for providing outstanding customer service to client groups ranging from 100-500 lives
Process new business, market both new and renewal business
Provide timely and courteous service and assistance to clients meeting or surpassing the customers’ expectations
Stay organized with daily and monthly account management meetings and email correspondence to clients, carriers, etc.
Maintain current and accurate customer database files by updating/uploading proper documentation
Complete client service tasks related to new business set up and applications as well as renewal applications and policy research
Occasional travel to clients place of business for open enrollment or proposal and/or renewal meetings as needed

Requirements:

Active CA Life & Health License required
3+ years’ experience working with employee benefits
Knowledge of multiple health insurance carriers a must
High School Diploma required
4-year college degree preferred
Proven ability to be self-motivated enough to get work done form a home office
Very well organized ad able to handle multiple tasks with the ability to prioritize
Ability to effectively communicate via email, phone and in person in a sincere, kind and professional manner

Compensation and Benefits:

Competitive salary and benefits package including; paid time off, and more!

Contact us today! info@insurance-relief.com, 888-292-4440

Senior Claims Adjuster - General Liability

2018-10-11T17:13:25-07:00

Senior Claims Adjuster, General Liability – Baltimore, MD

The Senior Claims Adjuster is in charge of managing a full desk of large, Commercial General Liability claims. This position is responsible for the prompt and efficient examination, investigation and settlement of claims through effective research, negotiation and interaction with all parties involved in the claims process.

Responsibilities:

Compile relevant General Liability claims information and details concerning claims
Receives claim, confirms policy coverage and acknowledgment of the claim
Establishes reserves and authorizes payments within reserving authority limits
Develops and manages well-documented action plans to reduce the overall cost of the claim
Manages litigation of claim as it applies
Reports claim to the excess carrier when applicable
Communicates claim status with the customer and claimant
Adheres to client and carrier guidelines and participates in claims review as needed
Develops and maintains professional customer relationships
Complies with rules and regulations of the applicable state
Additional projects and duties as assigned

Qualifications:

5 years + handling General Liability claims (specifically slips & falls in a retail setting)
Four year college degree in a related field is preferred
Current post-designated training completed and current
Demonstrated ability to manage relationships in a fast paced environment, while demonstrating persistence along with problem solving and decision making skills to work through a variety of challenging situations
Solid analytical abilities to review, exercise judgment and evaluate claims in order to make sound decisions
Ability to respond to requests effectively and efficiently
Strong knowledge of claim procedures, policies, technology, state laws and regulations
Proficient in communicating effectively and clearly, both orally and in writing
Capable of carrying out detailed written or verbal instructions
Ability to work independently with self-initiative
Excellent time management skills, organizational skills and ability to prioritize issues and tasks and handle large volumes of work in a short period of time
Competent in operation of computer equipment and applications

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Employee Benefits Account Manager

2018-10-09T12:05:48-07:00

Employee Benefits Account Manager – Life & Health
San Francisco Bay Area, CA - WORK FROM HOME!!!

If you have experience in employee benefits handling small sized groups, customer service and processing, we are looking for your expertise. Our client is seeking a strong, self-motivated candidate who can manage and maintain a book of business with little supervision. The Employee Benefits Account Manager will be responsible for the day-to-day management and retention on a designated book of business.

Responsibilities:

Responsible for providing outstanding customer service to client groups ranging from 8-75 lives
Process new business, market both new and renewal business
Provide timely and courteous service and assistance to clients meeting or surpassing the customers’ expectations
Stay organized with daily and monthly account management meetings and email correspondence to clients, carriers, etc.
Maintain current and accurate customer database files by updating/uploading proper documentation
Complete client service tasks related to new business set up and applications as well as renewal applications and policy research
Occasional travel to clients place of business for open enrollment or proposal and/or renewal meetings as needed

Requirements:

Active CA Life & Health License required
3+ years’ experience working with employee benefits
Knowledge of multiple health insurance carriers a must
High School Diploma required
Proven ability to be self-motivated enough to get work done from a home office
Very well organized ad able to handle multiple tasks with the ability to prioritize
Ability to effectively communicate via email, phone and in person in a sincere, kind and professional manner

Compensation and Benefits:

Competitive salary and benefits package including; paid time off, gym membership with personal trainer, 401k and more!

Contact us today! info@insurance-relief.com, 888-292-4440

Commercial Lines Account Executive/Jr Producer

2018-08-10T11:34:52-07:00

Position Responsibilities:

Service current client accounts
Evaluate and provide appropriate recommendations regarding client coverage and risks
Round out accounts with recommendations on addition coverages
Negotiate and maintain relationships with carriers for the best coverage and rates for the client
Complete applications and renewals
Coordinate efforts of loss control and additional services
Claims reporting and handling

Requirements:

Active P&C license required
3+ years of experience in a commercial insurance environment
Strong customer resolution skills
Experience with an agency management system such as TAM, EPIC, AMS 360, or other system
Proficiency in Microsoft Office suite
Up-to-date knowledge and skills of current technology required to work in a highly automated and paperless environment
Must have excellent technical/analytical/mathematical/communication skills with the ability to rate, process quotes and create proposals
Must be capable of demonstrating knowledge of insurance coverage knowledge for a wide variety of SIC codes

COMPENSATION & BENEFITS:
The company offers a competitive salary with an exceptional benefits package including medical, dental, vision, life insurance, 401k and more.

Contact us today! info@insurance-relief.com, 888-292-4440

Employee Benefits Account Manager - Menlo Park

2018-09-20T16:05:11-07:00

Employee Benefits Account Manager – Life & Health
Menlo Park, CA

Responsibilities:

Responsible for providing outstanding customer service to client groups ranging from 100-500 lives
Process new business, market both new and renewal business
Provide timely and courteous service and assistance to clients meeting or surpassing the customers’ expectations
Stay organized with daily and monthly account management meetings and email correspondence to clients, carriers, etc.
Maintain current and accurate customer database files by updating/uploading proper documentation
Complete client service tasks related to new business set up and applications as well as renewal applications and policy research
Occasional travel to clients place of business for open enrollment or proposal and/or renewal meetings as needed

Requirements:

Active CA Life & Health License required
3+ years’ experience working with employee benefits
Knowledge of multiple health insurance carriers a must
High School Diploma required
4-year college degree preferred
Proven ability to be self-motivated enough to get work done form a home office
Very well organized ad able to handle multiple tasks with the ability to prioritize
Ability to effectively communicate via email, phone and in person in a sincere, kind and professional manner

Compensation and Benefits:

Competitive salary and benefits package including; paid time off, gym membership with personal trainer, 401k and more!

Contact us today! info@insurance-relief.com, 888-292-4440

Commercial Lines Account Manager

2018-03-08T12:01:59-08:00

Commercial Lines Account Manager – Insurance
Hanford, CA

Are you an experienced commercial insurance Account Manager with the knowledge and customer service to manage a large book of business? We are looking for a Commercial Lines Account Manager in the Hanford area with high-energy, who is team-oriented, people-friendly and professional. If you thrive in the excitement of meeting deadlines and objectives and exceeding client expectations we want you.

Experience dealing with large accounts and a fast-paced desk are an absolute must. Of course, exceptional customer service is also imperative. We are looking for a detailed, production-focused person to join this team.

Duties will include:

Responsible for staying in direct contact with clients and providing excellent customer service
Consult with clients on coverage options and offer the most appropriate coverage for the client
Responsible for marketing new and renewal business
Developing and maintaining relationships with carriers
Processing binders and confirmation of coverage to clients
Handling certificates and change requests
Audit processing
Initial review of policies and preparation of coverage breakdowns
Responding to correspondence, telephone and in-person inquiries from insureds regarding coverage, policy changes, premium payments and related matters
Receiving and reviewing quotes for accuracy
Creating and preparing proposals for clients
Assisting in gathering of renewal exposure information with producer
Performing other job related duties as assigned

Job Qualifications:

P&C license required
3+ years of Commercial Lines Account Management experience at a brokerage working with a varied book of business, crop and agriculture a plus
Excellent oral and written communication skills
Ability to effectively assess risk
Ability to function in a team environment
In-depth knowledge of various insurance coverages, products and agency procedures
Previous working experience with computers; Microsoft Word, Excel and an experience with an agency management system such as TAM, AMS 360, EPIC, Sagitta, etc. are required.

Contact us today! Click here to chat live or contact us at info@insurance-relief.com, 888-292-4440

Human Resources & Operations Manager

2018-08-27T17:19:14-07:00

Human Resources & Operations Manager – Sacramento, CA

Do you have experience that will allow you to take the next step in your career as the Human Resources & Operations Manager? We are searching for and exceptional candidate to help lead an ever-growing insurance organization in the Sacramento area. The Human Resources Director will be responsible for providing exceptional leadership and effective management in all HR and Operational functions. As key member of the organization’s leadership team, the HR & Operations Director maintains and enhances the organization's human resources by planning, implementing, an evaluating employee relations and human resources policies, and practices. The person in this role is also expected to lead with a clear view of the organization’s goals and consistently deliver results to assist in achieving those goals.

Primary Responsibilities

Responsible for all functions dealing with the needs and activities of the organization's people
Recruit and interview potential new employees
Conduct and compile compensation data research to ensure the organization stays competitive in the market
Lead employee trainings and teambuilding activities and provide mentorship and coaching
Responsible for performance management, benefits administration, policy recommendations and all employee relations
Develops processes and plans that support the achievement of the organization's business goal
Stays abreast of and ensures legal compliance by monitoring and implementing applicable human resources federal and state requirements
Maintains management guidelines by preparing, updating and recommending human resources policies and procedures
Assists and advises company managers on Human Resources issues and advocates for both the company and the people who work within the organization
Develops an employee-oriented company culture that emphasizes quality, continuous improvement, employee retention, development and high performance
Provides outline of benefits programs to employees and answers benefits questions
Manage all of the day-to-day office operations
Performs other duties as requested by the executive team

Requirements

A minimum of 5 years of experience in an upper level Human Resources role preferable within an insurance organization
Bachelor's degree in Human Resources, Business Management or related area of study or an equivalent combination of education and experience.
Experience with a broad range of HR covering all aspects of the employee lifecycle from recruitment to exit
Experience with hiring, firing, employee counsel and sexual harassment investigation
Strong knowledge of Employment Law and Benefits Administration
Strong supervisory skills with the ability to coach, mentor and train
Strong business acumen including financial planning and analysis; must be able to manage within budget and time constraints
Excellent interpersonal, communication, negotiation and presentation skills
Advanced computer skills with emphasis on Excel, Word, Outlook
Ability to use or learn a human resources information system
Very strong PC skills including spreadsheets
SPHR, PHR or other degree or certification strongly preferred

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Commercial Lines Account Manager - Petaluma

2018-09-20T16:23:09-07:00

Commercial Lines Account Manager – Property & Casualty

Are you a Commercial Lines Account Manager ready to start looking for your next career opportunity? How about a chance to join a team with tremendous opportunity for growth? We are seeking an energetic, experienced Commercial Lines Account Manager to work with a very reputable Insurance Brokerage in the Petaluma area. The right candidate must have experience working in a brokerage or agency dealing with multiple carriers and have experience in general commercial lines.

Position Responsibilities:

Service current client accounts
Evaluate and provide appropriate recommendations regarding client coverage and risks
Round out accounts with recommendations on addition coverages
Negotiate and maintain relationships with carriers for the best coverage and rates for the client
Complete applications and renewals
Coordinate efforts of loss control and additional services
Claims reporting and handling

Requirements:

Active P&C license required
3+ years of experience in a commercial insurance environment
Strong customer resolution skills
Experience with an agency management system such as TAM, EPIC, AMS 360, or other system
Proficiency in Microsoft Office suite
Up-to-date knowledge and skills of current technology required to work in a highly automated and paperless environment
Must have excellent technical/analytical/mathematical/communication skills with the ability to rate, process quotes and create proposals
Must be capable of demonstrating knowledge of insurance coverage knowledge for a wide variety of SIC codes

COMPENSATION & BENEFITS:
The company offers a competitive salary with an exceptional benefits package including medical, dental, vision, life insurance, 401k and more.

Contact us today! info@insurance-relief.com, 888-292-4440

Commercial Lines Account Manager - San Jose

2018-09-20T16:32:12-07:00

Position Responsibilities:

Service current client accounts
Evaluate and provide appropriate recommendations regarding client coverage and risks
Round out accounts with recommendations on addition coverages
Negotiate and maintain relationships with carriers for the best coverage and rates for the client
Complete applications and renewals
Coordinate efforts of loss control and additional services
Claims reporting and handling

Requirements:

Active P&C license required
3+ years of experience in a commercial insurance environment
Strong customer resolution skills
Experience with an agency management system such as TAM, EPIC, AMS 360, or other system
Proficiency in Microsoft Office suite
Up-to-date knowledge and skills of current technology required to work in a highly automated and paperless environment
Must have excellent technical/analytical/mathematical/communication skills with the ability to rate, process quotes and create proposals
Must be capable of demonstrating knowledge of insurance coverage knowledge for a wide variety of SIC codes

COMPENSATION & BENEFITS:
The company offers a competitive salary with an exceptional benefits package including medical, dental, vision, life insurance, 401k and more.

Contact us today! info@insurance-relief.com, 888-292-4440

Employee Benefits Account Manager - Lafayette

2018-09-20T16:35:35-07:00

Employee Benefits Account Manager – Large Groups – Lafayette, CA

Our client, a large insurance broker in the bay area, providing a full range of retail insurance products including employee benefits is looking for an Employee Benefits Account Manager with large group experience. This organization is looking for a bright individual who is friendly and hardworking and has the potential to take on promotions down the road. Our client prides itself on promoting from within, in fact, several employees have gone on to build careers in other roles within the company.

Responsibilities

Actively work on an existing book of employee benefits business, including marketing, servicing and renewing assigned accounts
Work with team to prepare requests for proposals for both new and renewal business which includes gathering information, packaging, selecting markets, distributing, tracking and following up on carrier proposals
Prepare and present proposals to clients and prospective clients
Understand and stay abreast of carriers’ products and contracts for all health and disability lines of coverage
Ability to negotiate rates and benefits with carriers
Ability to read and prepare analysis of experience rated accounts
Prepare a written annual account plans for designated accounts
Intake and assessment of client service, administrative, regulatory and legislative issues from client
Meet with client based on established client size/service protocols, as well as follow up with outstanding issues
Assist the client in all aspects of open enrollment to include set up, scheduling carriers, open enrollment handouts and announcement preparation, packet delivery and conducting meetings
For larger clients, preparation and delivery of ERISA calendar
Work hand in hand with other producers to help win new accounts
Comfortable with small annual sales goals

Qualifications

Minimum of 3-5 years’ experience as a Large Group Benefits Account Manager/Account Executive
Sales experience is a plus, but not required
Excellent communication skills

Extremely responsible
Pleasant phone manner
Professional appearance
Working knowledge of Microsoft Word, Excel and Outlook a plus
Ability to multi-task effectively and work independently

Benefits

Excellent Benefits including 401K, Profit Sharing, medical, dental, vision and more.

Salary

Based on experience

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Commercial Line Account Manager / Property and Casualty / CRIS / San Jose

2018-09-20T16:50:50-07:00

Our Property & Casualty practice is looking for Commercial Line Account Manager to join their collaborative and industrious team in San Jose, CA. The P&C Practice provides risk management and consulting services to mixed book of business with a focus on construction organizations enabling them to understand their exposures and mitigate their losses. The ideal candidate is nimble enough to respond to our clients' changing needs and experienced enough to be viewed as a trusted advisor. Clear communication is key as you will be working with and building relationships with people across diverse disciplines. In addition, the candidate must be highly organized, motivated, resourceful and a quick learner.

What you’ll be doing:

Effectively managing a $4 Million book of business that is heavy in Construction
Maintaining a current understanding of coverages and market trends affecting assigned book of business
Handling client questions on a daily basis
Presenting to clients while demonstrating strong expertise
Developing strategic overview on accounts
Managing contract review
Renewals
Strong negotiating skills

What you should already have:

Very strong communication skills - oral, written, phone and interpersonal skills with the ability to develop and build client relationships
Strong analytical, organization and time management skills
Ability to work as a team player
Proficiency in MS Word, Excel and Outlook, and PowerPoint desired
Minimum of five years of industry experience
High school diploma. College degree desired
Current CA Fire & Casualty license required or within 3 months of hire

Employee Benefits Account Manager - Concord

2018-09-20T17:46:16-07:00

Employee Benefits Account Manager – Concord, CA

Responsibilities:

Responsible for providing outstanding customer service to client groups ranging from 100-500 lives
Process new business, market both new and renewal business
Provide timely and courteous service and assistance to clients meeting or surpassing the customers’ expectations
Stay organized with daily and monthly account management meetings and email correspondence to clients, carriers, etc.
Maintain current and accurate customer database files by updating/uploading proper documentation
Complete client service tasks related to new business set up and applications as well as renewal applications and policy research
Occasional travel to clients place of business for open enrollment or proposal and/or renewal meetings as needed

Requirements:

Active CA Life & Health License required
3+ years’ experience working with employee benefits
Knowledge of multiple health insurance carriers a must
High School Diploma required
Proven ability to be self-motivated enough to get work done from a home office
Very well organized ad able to handle multiple tasks with the ability to prioritize
Ability to effectively communicate via email, phone and in person in a sincere, kind and professional manner

Compensation and Benefits:

Competitive salary and benefits package including; paid time off, gym membership with personal trainer, 401k and more!

Contact us today! info@insurance-relief.com, 888-292-4440

Employee Benefits Account Manager

2018-09-20T17:53:44-07:00

Employee Benefits Account Manager – Life & Health
San Francisco, CA

Responsibilities:

Responsible for providing outstanding customer service to client groups ranging from 100-500 lives
Process new business, market both new and renewal business
Provide timely and courteous service and assistance to clients meeting or surpassing the customers’ expectations
Stay organized with daily and monthly account management meetings and email correspondence to clients, carriers, etc.
Maintain current and accurate customer database files by updating/uploading proper documentation
Complete client service tasks related to new business set up and applications as well as renewal applications and policy research
Occasional travel to clients place of business for open enrollment or proposal and/or renewal meetings as needed

Requirements:

Active CA Life & Health License required
3+ years’ experience working with employee benefits
Knowledge of multiple health insurance carriers a must
High School Diploma required
4-year college degree preferred
Proven ability to be self-motivated enough to get work done form a home office
Very well organized ad able to handle multiple tasks with the ability to prioritize
Ability to effectively communicate via email, phone and in person in a sincere, kind and professional manner

Compensation and Benefits:

Competitive salary and benefits package including; paid time off, gym membership with personal trainer, 401k and more!

Contact us today! info@insurance-relief.com, 888-292-4440

Commercial Lines Account Manager

2018-09-20T18:00:10-07:00

Commercial Lines Account Manager – Insurance
San Francisco, CA

Are you an experienced commercial insurance Account Manager with the knowledge and customer service to manage a large book of business? We are looking for a Commercial Lines Account Manager with high-energy, who is team-oriented, people-friendly and professional. If you thrive in the excitement of meeting deadlines and objectives and exceeding client expectations we want you.

Duties will include:

Responsible for staying in direct contact with clients and providing excellent customer service
Consult with clients on coverage options and offer the most appropriate coverage for the client
Responsible for marketing new and renewal business
Developing and maintaining relationships with carriers
Processing binders and confirmation of coverage to clients
Handling certificates and change requests
Audit processing
Initial review of policies and preparation of coverage breakdowns
Responding to correspondence, telephone and in-person inquiries from insureds regarding coverage, policy changes, premium payments and related matters
Receiving and reviewing quotes for accuracy
Creating and preparing proposals for clients
Assisting in gathering of renewal exposure information with producer
Performing other job related duties as assigned

Job Qualifications:

P&C license required
3+ years of Commercial Lines Account Management experience at a brokerage working with construction accounts
Excellent oral and written communication skills
Ability to effectively assess risk
Ability to function in a team environment
In-depth knowledge of various insurance coverages, products and agency procedures
Previous working experience with computers; Microsoft Word, Excel and an experience with an agency management system such as TAM, AMS 360, EPIC, Sagitta, etc. are required.

Contact us today! info@insurance-relief.com, 888-292-4440

Employee Benefit Account Manager - San Francisco, CA

2018-08-22T12:26:56-07:00

PRIMARY JOB PURPOSE

Management of an assigned block of business directly related to 1-2 Producers, primarily for client groups with 50+ lives.
Expected Revenue of assigned book is $500,000+.
Accounts may be fully insured, partially self-funded, or, self-insured.

Responsibilities include, but are not limited to:

Preparing pre-renewal, renewal, and marketing reports.
Comparing health plan benefits and costs.
Calculating Employee Contributions and working out contribution strategies to meet client’s budgetary requirements.
Prepare annual client service plans.
Assisting with preparation of Quarterly and Annual Experience Reports
Assisting with or Conducting annual open enrollment meetings, health fairs and webinars.
Collecting new client information and entering data into HIB client management system.
Authoring correspondence, communication materials, and compliance notices as required.
Assisting client with Group Applications and policy termination notices.
Maintain an action calendar for the Team(s).
Relationship manager with client and carriers.
Thorough documentation required on each account with proper E&O procedures strictly followed.
Assist with the client 5500 processing and Open Enrollment/Client Meetings as needed.

Desired Skills and Experience:

Excellent verbal and written communication skills.
Assist the Producer to organize and meet meeting deadlines.
Proficiency in Excel, Word, and Power Point.
Knowledge of employee benefits/health plan implementation and administration.
Knowledge of, and practical experience in, regulatory issues such as ERISA, COBRA, HIPAA, as well as various state and federal regulations specific to health insurance.
Ability to negotiate rates and benefits with carriers.
High School Graduate / College Degree Preferred.

Two or more years working in group health insurance, or benefit brokerage/consulting.
CA Life and Disability license required.

Commercial Lines Account Manager - TEMP - Walnut Creek

2018-08-22T12:29:55-07:00

Commercial Lines Account Manager – Insurance
San Francisco, CA

Are you an experienced commercial insurance Account Manager with the knowledge and customer service to manage a large book of business? We are looking for a Commercial Lines Account Manager with high-energy, who is team-oriented, people-friendly and professional. If you thrive in the excitement of meeting deadlines and objectives and exceeding client expectations we want you.

Experience dealing with small and/or large accounts and a fast-paced desk are an absolute must. Of course, exceptional customer service is also imperative. We are looking for a detailed, production-focused person to join this team.

Duties will include:

Responsible for staying in direct contact with clients and providing excellent customer service
Consult with clients on coverage options and offer the most appropriate coverage for the client
Responsible for marketing new and renewal business
Developing and maintaining relationships with carriers
Processing binders and confirmation of coverage to clients
Handling certificates and change requests
Audit processing
Initial review of policies and preparation of coverage breakdowns
Responding to correspondence, telephone and in-person inquiries from insureds regarding coverage, policy changes, premium payments and related matters
Receiving and reviewing quotes for accuracy
Creating and preparing proposals for clients
Assisting in gathering of renewal exposure information with producer
Performing other job related duties as assigned

Job Qualifications:

P&C license required
3+ years of Commercial Lines Account Management experience at a brokerage working with construction accounts
Excellent oral and written communication skills
Ability to effectively assess risk
Ability to function in a team environment
In-depth knowledge of various insurance coverages, products and agency procedures
Previous working experience with computers; Microsoft Word, Excel and an experience with an agency management system such as TAM, AMS 360, EPIC, Sagitta, etc. are required.

Contact us today! info@insurance-relief.com, 888-292-4440

Workers' Compensation Claims Specialist

2018-10-08T17:57:45-07:00

Work Comp Claims Specialist

It’s time to join an innovative, national workers’ comp risk management company that provides exceptional customer service and delivers results. If you love a good company culture and the ability to manage a full desk with a case load ranging anywhere from 100 to 150 cases this is the position for you. The Work Comp Claims Specialist will specialize in managing complex cases and will be responsible for staying connected with all parties involved in the claims process. This is a full time, temporary position where there is opportunity for temp to hire and the salary will be based on experience.

Key Responsibilities:

Investigate, evaluate, negotiate and determine outcome of Lost Time Workers’ Compensation claim
Responsible for reviewing and resolving problems while responding to inquiries from all parties involved in the claims process
Establish reserves and authorize payments within authority limits
Manage litigation process and negotiate settlements as needed
Develop and maintain timely plan and diary documentation for internal and external parties
Manage return-to-work plan with injured worked and employer
Continue to keep injured worker and client up-to-date on key changes and progress with the claim process

Requirements:

3+ years’ experience managing a full desk of work comp claims for the state of Virginia
Knowledge of the full claims process a must
Experience dealing with claims for government entities preferred
College degree preferred
Exceptional oral and written communication skills
Computer literate and technology savvy
Strong organizational skills
Analytical with ability to work independently

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Senior Claims Examiner- Workers Comp-San Antonio

2018-08-30T17:01:20-07:00

Senior Workers’ Compensation Claims Examiner

Our client, a reputable insurance organization with offices throughout the nation has several opening in its El Paso office. It has recently been awarded a very large account and are in need of talented examiners to take part in this exciting opportunity. This company offers tremendous flexibility and understands the importance of work-life balance. Plus, the benefits package and additional time off is exceptional.

The Senior Claims Examiner will work independently to manage workers’ compensation cases and is responsible for managing complex legal issues, litigation prevention and control, negotiation of settlements, lien resolutions and cost containment.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Investigate and process workers’ compensation claims by examining and gathering information to determine the exposure on the claim
Negotiate settlement of claims up to designated authority level and makes claims payments
Processes claims of various complexities
Develop and manage claims through well-developed action plans and continue to work the action plan to bring the claim to an appropriate and timely resolution

Calculate and assign timely and appropriate reserves to claims while continuing to manage reserve adequacy throughout the life of the claim and evaluate and determines the appropriate reserve of assigned cases for future liability

Prepare necessary state filings within statutory limits
Actively manage the litigation process and ensure timely and cost-effective claims resolution
Coordinate vendor referrals for additional investigation and/or litigation management
Use appropriate cost containment techniques including strategic vendor partnerships to reduce overall cost of claims
Manage claim recoveries of all types, including but not limited to subrogation, Second Injury Fund recoveries, and Social Security offsets
Actively execute appropriate claims activities to ensure consistent delivery of quality claims service

Inform all parties, both external and internal, of status of claim
Promote litigation avoidance through close contact with injured worker to assure complete understanding of claims process and benefits integration
Provide technical support and guidance to the claims staff on medical only and workers’ compensation indemnity claims
Act as company witness at WCAB hearings
Accurately apply state law to administer workers’ compensation claims in accordance with all rules, regulations and reporting requirements of the Labor Code, division of Workers compensation, Self-Insurance Regulations and other administrative laws
Develop and document plan to resolve cases
Identify and investigates questionable cases, third party, fraud and abuse
Direct attorneys for cost effective case resolution
Review and approve benefits payable to injured worker, invoices including attorney bills, medical provider bills, liens and mileage
Rate injured workers permanent disability

REQUIREMENTS

Minimum of 3 years of workers’ compensation claims experience
Self-Insurance Certificate required
Texas 03 or 08 all lines license
Litigated and non-litigated claims experience required
Knowledge and understanding of workers’ compensation claims administration required
Basic mathematical skills required for calculations and ratings
Thorough knowledge of Self-Insurance regulations, Case Law, Labor Code
Must possess strong time management, organization and problem solving skill

Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents
Ability to write letters, memos and reports that conform to prescribed style, format and grammatical correctness. Ability to effectively present information to top management
Extensive clear and tactful communications required via writing, reading, telephone calls, note taking, letter writing, memoranda, etc.
Strong negotiation skills

Contact us today! info@insurance-relief.com, 888-292-4440

Commercial Lines Assistant

2018-08-22T13:12:19-07:00

Commercial Lines Assistant– Insurance – San Jose, CA

SUMMARY:
Are you interested in getting into the insurance industry? We are looking for an eager insurance assistant with the enthusiasm and zest for a learning experience. The Commercial Lines Assistant will assist the Commercial Brokers with the day-to-day servicing activities that will ensure excellent customer satisfaction. The right candidate will have experience with customer service, front desk responsibilities, and great phone skills.

In addition to the daily activities that surround the Commercial Lines Broker Assistant, you have the opportunity to be involved in various activities and projects.

REQUIREMENTS:

Proficient in a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
Strong verbal and written communication skills
Customer service oriented
Willingness to learn and take direction from others
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra
Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

Certificates Specialist

2018-08-08T12:46:43-07:00

Certificates Specialist – Commercial Insurance

An established insurance agency in the Sacramento area is looking for a bright, motivated individual with excellent attention to detail to join the team as a Certificates Specialist. Our client appreciates people who thrive on procedures, precision and quality.

The Certificates Specialist will be responsible for accurately processing certificates of insurance in a timely manner. In addition, this roles requires the auditing of incoming certificates, reporting compliance and working directly with Customer Service Representatives and Account Manager to verify policy coverage and cancellations.

Background and experience in processing certificates or in commercial insurance is required! P&C Insurance License is strongly preferred or the ability to obtain one within 90 days of employment is required.

Daily Responsibilities:

Study certificates of insurance and endorsements for completeness, accuracy, and conformance to contract requirements
Follow-up with Customer Service Reps and/or Account Managers through email or direct contact to collect additional needed items
Follow established review process
Perform audit of accounts
Other administrative tasks as needed

Requirements:

1+ years of experience in commercial insurance is required
P&C license preferred or the ability to obtain one within 90 days of employment
Experience processing certificates of insurance required
Knowledge of various computer software programs such as the Microsoft Office Suite and agency management software
Provide detailed and accurate review
Learn and utilize company's technology
Have a strong desire for personal achievement, a positive attitude, and a passion to be a part of a growing team
Enjoy problem solving, able to make quick decisions, and are every comfortable using technology

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Commercial Lines Account Manager - San Luis Obispo, CA

2018-05-24T14:04:56-07:00

Commercial Lines Account Manager

Are you ready to make a career change? Our client, a retail agency located in San Luis Obispo, is looking for a Commercial Lines Account Manager. Join a team where it feels like family, where there is drive for personal and professional growth is very present.

Th role requires an individual who is professional displays the drive, determination, and self-motivation to help build business. Specifically, your mission will be to service and maintain existing accounts while uncovering opportunities for increasing business.

Responsibilities of the Account Manager:

Provides a high level of support to Producers in maintaining and expanding business
Manage a book of business, while acting with a high degree of independent discretion, autonomy, and decision-making
Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and company employees
May also be responsible for account rounding through cross-selling
Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability
Stays up on changes in the insurance industry and other external conditions that may impact clients. Makes appropriate recommendations to clients in response to those changes
Responsible for overall retention of accounts in assigned book of business
May manages, organize, and conduct client meetings when necessary
Appropriately documents conversations with clients and carrier representatives and updates all notes in the agency management systems when necessary and ensures the accuracy of data in those systems
May supports, mentor and train lower level Account Managers and Assistant Account Managers, as necessary
Attend industry related continuing education training and courses
Other duties as assigned

Requirements:

3+ years as an Account Manager and demonstrated proficiency in an insurance Account Management role in required lines
Current P&C license
Excellent oral and written English communications skills
Superior customer service and problem solving skills
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
Ability to work in a positive team environment
Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required
Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)

Contact us today! info@insurance-relief.com, 888-292-4440

Commercial Lines Account Manager - Reno, NV

2018-05-24T14:08:43-07:00

Commercial Lines Account Manager

Are you ready to make a career change? Our client, a retail agency located in Reno, NV, is looking for a Commercial Lines Account Manager. Join a team where it feels like family, where there is drive for personal and professional growth is very present.

Responsibilities of the Account Manager:

Provides a high level of support to Producers in maintaining and expanding business
Manage a book of business, while acting with a high degree of independent discretion, autonomy, and decision-making
Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and company employees
May also be responsible for account rounding through cross-selling
Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability
Stays up on changes in the insurance industry and other external conditions that may impact clients. Makes appropriate recommendations to clients in response to those changes
Responsible for overall retention of accounts in assigned book of business
May manages, organize, and conduct client meetings when necessary
Appropriately documents conversations with clients and carrier representatives and updates all notes in the agency management systems when necessary and ensures the accuracy of data in those systems
May supports, mentor and train lower level Account Managers and Assistant Account Managers, as necessary
Attend industry related continuing education training and courses
Other duties as assigned

Requirements:

3+ years as an Account Manager and demonstrated proficiency in an insurance Account Management role in required lines
Current P&C license
Excellent oral and written English communications skills
Superior customer service and problem solving skills
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
Ability to work in a positive team environment
Ability to work a regular, full-time work schedule and ability to travel on business when required
Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)

Contact us today! info@insurance-relief.com, 888-292-4440

IT Assistant

2018-09-27T13:11:01-07:00

IT Specialist

Our client, a large insurance agency in the Hanford area is looking for a talented IT Assistant to help keep the agency’s technology functioning and processes running smoothly. As the agency’s IT Assistant, you will serve as one of the important links that keeps the agency running.

Responsibilities Include:

Maintaining, processing and troubleshooting the agency’s computer programs, networks, database, software and systems
Provide support and network administration services
Construct, edit and test computer programs
Keep abreast of new technology and updates

Requirements:

At least 2+ years of IT experience required
Experience working in the insurance industry a huge plus
Good communication skills a must
Experience with insurance agency management systems a plus
Bachelor’s Degree and/or a certificate from an IT Program preferred

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Sales Executive - Commercial Insurance

2018-09-06T16:20:07-07:00

Sales Executive – Commercial Lines Insurance - Sacramento, CA

The Sales Executive will be focused on creating new business opportunities while maintaining a very high retention rate on existing clients. Ideal candidates will have a proven commercial sales and retention record, current community and business relationships, strong work ethic, motivation and determination.

RESPONSIBILITIES:

Conduct face-to-face sales meetings with prospective and current clients
Develop and maintain a strong business plan to manage and grow client relationships
Survey and educate prospects and clients to determine insurance needs, reviewing current insurance policies and risk management plans and provide the most appropriate program coverage recommendations
Continuously cross-selling or up-selling products and services as appropriate
Stay abreast of current industry changes and participate in continuing education opportunities
Flexibility to travel for client appointments
Support clients by providing technical support, product education, etc.
Provide superior customer service
Work directly with Account Managers and other team members to write business
Implement marketing strategies to gain new business
Maintain accurate record in agency management system
Assist with claims issues as they arise

EXPERIENCE AND SKILLS:

Active California P&C license
3+ years of commercial sales experience required
Knowledge of a variety of commercial lines accounts
Knowledge of and experience in all commercial insurance markets/carriers preferred
Ability to travel within the territory up to 80% of the time
Strong oral and written communication skills
Strong negotiation skills
Ability to work independently while keeping open communication with the team
Ability to multi-task and work under pressure and meet deadlines and goals
Excellent problem solving skills
Demonstrate proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
Upbeat and positive demeanor
Ability to maintain a high level of activity, manage multiple competing priorities, and work effectively in a results driven culture
Flexible with ability to adapt to change in a highly dynamic work environment
Outstanding written and verbal communication, presentation and time management skills

COMPENSATION & BENEFITS

Competitive base salary and commission split on new business
Full medical and dental benefits offered to employee along with other voluntary options

Contact us today! All Inquiries are kept confidential.
info@insurance-relief.com, 888-292-4440

Commercial Lines Assistant

2017-10-30T12:38:23-07:00

Commercial Lines Assistant

SUMMARY:
Are you ready to join a fast-paced and fun environment where you can truly make a difference while achieving professional growth in the insurance industry? We are looking for an outstanding administrative professional with an appetite for becoming skilled in the insurance industry. Our client is looking for the enthusiasm and zest for achieving an exceptional learning experience. The Commercial Lines Assistant will assist the Account Managers with the day-to-day servicing activities that will ensure excellent customer satisfaction. The right candidate will have experience working with the processing of commercial lines insurance.

RESPONSIBILITIES:

Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client accounts that may include;
- Certificate Requests
- Follow up on Notices of Cancellation
- Auto ID Card Issuance
- Policy Change Requests
- Online Rating for Small Business
- Follow up for Renewal Policy Issuance
- Renewal Proposals
- Binders
- Invoicing
- Process Audits
- Obtain Loss Runs and Create Loss Summary Tracking
- Run M&S Reports
- Obtain Premium Finance Quotes
- Run MVRs
- Prepare Acord Applications

REQUIREMENTS:

Must have an active California Property and Casualty or be able to obtain one within 90 days of date of hire
Proficient in a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Experience with an agency management system such as Sagitta, TAM, Applied, EPIC, etc. required
Strong verbal and written communication skills
Willingness to learn and take direction from others