Job Feed

Employee Benefits Account Manager

2018-04-23T15:20:27-07:00

Employee Benefits Account Manager – Life & Health
Los Altos, CA

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!

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

Personal Lines Account Manager

2018-04-18T11:12:18-07:00

Personal Lines Agent/Account Manager

Insurance – San Jose, CA

Are you currently in a personal lines role with a retail agency and looking for your next opportunity to grow? Our client in San Jose is searching for an independent, self-starter with the ability to get the job done. This position is a customer service role which consists of the sales and service of personal lines insurance products. The position offers the opportunity for the right candidate to promote quickly and help grow this department.

Responsibilities

Solicit, cross sell, quote and service all types of personal lines insurance to current and new prospects
Manages and provides daily service of personal lines insurance book
Works in conjunction with Marketing and Supervisor to achieve sales/production goals
Completes necessary new business applications; orders photographs as needed
Maintains computer client files
Find cross-selling opportunities for other lines of personal insurance such as mortgage insurance, life insurance and other ancillary lines to existing insureds and new prospects
Participate in the training of Account Assistants and other staff

Qualifications and Requirements

Active California P&C License required
Preferred: A minimum of three years’ experience as an Account Assistant or related position servicing personal lines business for an agency
Technical insurance knowledge including coverage and product knowledge as well as a strong understanding of agency functions and procedures
Ability and willingness to work in an environment of constant product and market changes
Evidence of the ability to independently organize and prioritize assignments from a number of sources simultaneously
Previous working experience with computers; MSWord, Excel is required
Applied Systems experience is helpful
Demonstrated ability to effectively communicate orally and in writing with individuals at all levels, both within and outside the agency
Good interpersonal communication, customer service, and time management skills essential
Ability to read, write and understand English required, bilingual in Spanish a plus

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

Employee Benefits Account Manager

2018-04-18T13:47:18-07:00

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

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, gym membership with personal trainer, 401k and more!

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

Senior Claims Representative - Professional Liability

2018-04-18T18:34:02-07:00

Senior Claims Representative – Professional Liability

The Senior Claims Representative will assist the Claims Supervisor with the legal side of managing complex professional liability claims including medical malpractice in accordance with established state mandated claims handling guidelines. The Senior Claims Representative will also work directly with the legal counsel, reviewing reports from counsel, developing budgets, and documenting the case files.

Responsibilities

Evaluating and making determinations on issues related to coverage
Investigating and evaluating standard of care issues
Retaining and supervising outside adjusters, contractors, legal counsel, and dental experts to ensure efficient management of claims
Developing defense strategies and budgets
Evaluating and establishing appropriate case reserves
Attending meetings with policyholders, defense attorneys, and consultants
Attending trials, mediations, and settlement conferences
Negotiating claims resolutions with claimants and/or their legal representatives
Identifying, managing, and resolving all issues related to possible third party liability
Developing and documenting strategic plans and exposure evaluations
Reviewing vendor bills to ensure they are in accordance to strategic plans and budget requirements established by file handler and authorizing payment
Completing special projects as assigned.

Qualifications

Undergraduate degree or equivalent experience preferred
Advanced degrees in law, medicine, and/or related discipline desirable
5+ years of experience in claims with at least 3 years of experience in professional liability litigation/claims experience; or equivalent combination of education and experience
Advanced knowledge of professional and general liability coverage, contracts, legal principles, California Tort Law, insurance codes, pleadings and court procedures required, with an understanding of medical/dental terminology preferred
Requires the ability to review legal documents and make coverage decisions
Proven analytical skills necessary to make decisions and resolve conflict in such areas as application of coverage to submitted claims, application of laws of jurisdiction to investigate facts, application of policy exclusions and exceptions
Proven organizational skills to effectively prioritize increased and more complex workloads. Demonstrates strong but flexible standards and can act different, can be seen as balanced based on the conflicting demands of the position
Excellent written and verbal communication skills necessary to effectively communicate and/or negotiate with policyholders, claimants, attorneys, agents, and general public
Demonstrated leadership capabilities to effectively train, coach, and provide feedback to less experienced associates
Proven ability to operate personal computer with proficient use of claims and business software

Insurance Relief Boiler Plate – For Candidates

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.

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

Commercial Lines Account Manager

2018-02-22T11:33:19-08:00

Commercial Lines Account Manager

We are looking for an experienced Commercial Lines Account Manager to take on a temporary position with our client in Sacramento. This person’s primary responsibility will be to assist the commercial department in policy review and rating. Though this position is temporary, there is a strong chance for this position to go temp to hire for the right candidate.

Primary Responsibilities of the Commercial Lines Account Manager:

Provide assistance to the commercial department allowing the department to provide exceptional service to clients
Review policies for accuracy
Market, rate and quote policies
Complete applications and renewals
Coordinate efforts of loss control and additional services
Claims reporting and handling

Requirements:

Minimum 2 years of Commercial Lines experience (construction background a plus)
Broad knowledge of commercial coverage and markets
Current P&C license
CIC, CISR, CRIS or similar designation a plus
Experience with a mainstream agency management system such as EPIC, TAM, Applied, etc a plus
Strong knowledge of Microsoft Office Suite

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

Claims Assistant - Intake

2018-03-27T18:33:35-07:00

Work Comp Claims Assistant - Intake

Are you interested in the flexibility of a temporary position or are you more excited about getting your foot in the door with a reputable company where a temporary position could turn into a life changing career? We have a position in which both could happen, that part is up to you. Our client is looking for a claims assistant with experience in the administrative functions of workers’ compensation, however, experience in work comp claims is not necessary.

Key Responsibilities:

Set up new claims in the system and ensure all required documents are present
Assist the claims department with all administrative functions
Review claims documents for accuracy and missing information
Prepare and print letters
Answer phone calls and respond to general inquiries
Other duties as needed

Requirements:

2+ years of administrative experience
Proficient in various computer systems including Microsoft Office Suite
Ability to listen and follow instruction
Excellent, written and verbal communication skills
Strong attention to detail

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

Claims Assistant

2018-03-27T18:35:49-07:00

Work Comp Claims Assistant

Are you ready to get your foot in the door with a reputable company where this temporary position could turn into a life changing career? We have a position in which both could happen, that part is up to you. Our client is looking for a claims assistant with experience in administrative tasks, reviewing medical records and speaking to provider facilities and physicians.

Key Responsibilities:

Heavy outbound calls to verify information from facilities and doctors
Assist the claims department with all administrative functions
Review claims documents for accuracy and missing information
Prepare letters and mailers
Answer phone calls and respond to general inquiries
Other duties as needed

Requirements:

2+ years of heavy administrative experience and/or reviewing medical records
Extreme attention to detail
Excellent communication skills
Proficient in various computer systems including Microsoft Office Suite
Ability to listen and follow instruction
Excellent, written and verbal communication skills
Strong attention to detail

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

Insurance Audit and Underwriting Assistant

2018-03-27T19:03:14-07:00

Have you been thinking it might be time for a change? Imagine working for a company that values everything you have to bring to the table. Imagine landing a position to further your career with a company that’s been successfully in business for over 30 years. As the Insurance Audit and Underwriting Assistant, your role is critical to the continued success of the company. Take the next step in your career today!

Our client offers a gratifying environment and looks for individuals who will work as part of a team to continuously improve its quality as an insurance company.

Essential Duties & Responsibilities

Serve as administrative support to the Workers' Comp Premium Audit Department and well ad the underwriting department
Assist with conducting and processing premium audits for workers’ compensation policies
Assists with client interviews to obtain information regarding the client’s operations and business model to achieve a good working knowledge and analysis of the risks
Compiles accounting and other operational records for accuracy in preparation of audit
Assists with gathering employee job classifications based on job role and responsibilities and exposure to hazard
Work with outside audit vendor(s) when physical audits are requested and assist in the processing of the vendor audits
Work with accounting department as needed
Work with underwriting department processing changes and other administrative duties as assigned
Additional duties as assigned

Desired Skills & Experience

2+ years of experience in an administrative role and/or working in the workers' compensation field.
Strong administrative skills
Knowledge of Workers Compensation functions and procedures, including state and regulatory guidelines a plus
Must possess excellent project management, organizing and planning skills
Strong analytical and problem solving skills with the ability to effectively resolve issues of a complex nature
Strong verbal and written communication skills with the ability to effectively influence and interact with internal and external business partners
Strong knowledge of Microsoft Office Suite, accounting systems and applications, and other business-related software systems
Must have strong technical ability to be able to train quickly and work on new computer software

Commercial Lines Account Manager

2018-01-16T11:15:43-08:00

Commercial Lines Account Manager – Insurance
Fresno, CA

Are you an experienced commercial insurance Account Manager with the knowledge and customer service to manage a 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
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

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

Commercial Lines Account Manager

2018-04-03T16:38:18-07:00

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 Walnut Grove 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.

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

Commercial Lines Account Manager

2018-04-03T16:46:08-07:00

Are you looking for a new opportunity with a stable and very reputable insurance agency?

We are looking for a talented, energentic Account Manager/CSR to join a team of awesome professionals in the Stockton area. The right candidate will have account management experience and would be able to hit the ground running rigth away with limited training. We are looking for someone who wants to make this agency their home where they can continue to grow with the agency.

The Account Manager will assist one Producer with a large book of commercial lines business where many of the accounts are ag/winery related. So experience with ag/vineyard is preferred.

Some of the typical duties of the Account Manager include but are not limited to:

- Certs/EPIs
- Endorsements of all types
- Handling all lines of commercial insurance
- Claims filing and follow up
- Remarketing/quoting new and existing policies
- Professional/Friendly client interaction
- Carrier Interaction
- Coverage analysis

This opportunity offers exceptional benefits and compensation.

Commercial Lines Account Manager - Commercial Insurance - Stockton, CA

2018-03-13T14:33:22-07:00

Commercial Lines Account Manager – Agriculture

Are you an experienced commercial insurance Account Manager looking for a new position with a company that cares about its employees overall well being? If you have the knowledge and customer service expreicne to manage a large book of business we are looking for you. Our client, a long-time agency in Stockton is looking for a Commercial Lines Account Manager with high-energy and experience working with agriculture accounts. They are also looking fro someone 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 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 Benefits Account Manager

2018-01-09T19:18:17-08:00

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 - Hanford, CA

2017-06-30T13:14:17-07:00

Commercial Lines Account Manager - Small Business Unit - Hanford, CA

Are you an experienced commercial insurance Account Manager with the knowledge and customer service to manage a book of small business accounts? 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.

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, small 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

Employee Benefits Account Manager

2018-03-21T18:48:39-07:00

Employee Benefits Account Manager – Life & Health

Responsibilities:

Responsible for providing outstanding customer service to clients
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
Knowledge of COBRA Administration a plus
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, paid time off and 401k

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

Commercial Lines Customer Service Representative - Fresno

2018-03-29T18:45:25-07:00

Commercial Lines Customer Service Representative

We are looking for an experienced Commercial Lines Customer Service Representative to provide exceptional customer service to our client’s valued customers on a daily basis. As a CSR for our client you will be joining a dynamic team of professionals.

Primary Responsibilities:

Service current accounts
Evaluate and provide appropriate recommendations regarding client coverage and risks
Rounding out accounts with recommendations on addition coverages
Negotiation 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:

Minimum 3 years of Commercial Lines experience
Broad knowledge of commercial coverage and markets
Current P&C license

Benefits & Compensation:

Competitive base salary and benefits
Vacation, sick time and retirement plan

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.

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

Senior Large Commercial Lines Account Manager

2018-04-10T13:00:57-07:00

Senior Commercial Lines Account Manager

Are you ready for the next step in your career? It’s time to take it to the next level and become a Senior Account Manager for a large agency in Sacramento. The Senior Account Manager will enjoy the many perks that this company has to offer while working a full desk of large commercial business, specifically professional liability.

Responsibilities:

Primary resource and first point of contact for clients
Responsible for research and analysis as well as handling of a wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance
Prepare endorsements per client requests and provide resource, trend and legal update information to clients on on-going basis
Handle all new and renewal business, analyze relevant client data and conduct market comparisons by analyzing insurance rate and renewal information and obtaining quotes
Strategize with clients and make recommendations to regarding coverage and exclusions; negotiate premium and commission rates on behalf of clients for best alternatives
Provide marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team
Conduct marketing and new business development for employee’s book of business
Delegate office administrative work to appropriate staff and oversees tasks
Assist Marketing with input and maintenance of Agency Management System
Collect missing information from Producer/Account Manager Team along with loss information requests
Advanced knowledge of carrier web-sites for application detail input
Work independently to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintained
Prepare applications for presentation to carriers (or marketing manager on large clients), including analysis of coverages
Conduct sales presentations as needed
Set priorities and manage workflow for self to ensure all goals are met
Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts;
Maintain up-to-date proposals, workflow logs, update on agency management system, manuals or other required documentation and records
Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
Enjoy active participation in community organizations
Project a professional image in action and appearance
May supervise Assistant Account Manager and/or Administrative Assistant position(s)

Qualifications:

California P&C and valid driver’s license required
Full knowledge of Property Casualty lines of coverage and services, specifically professional liability
College degree or equivalent experience preferred
Two or more years’ experience dealing with large accounts at a brokerage or carrier
Possess the ability to recognize problems and respond appropriately
Ability to analyze situations logically in order to draw solid conclusions
Advanced experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel
Strong attention to detail and time management abilities
Strong ability to multi-task and assign priority
Ability to work effectively and efficiently without direct supervision
Strong interpersonal communication skills, both written and oral
Ability to manage Account Management staff and workflow

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

Commercial Lines Account Manager

2018-04-10T13:05:57-07:00

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 company with a small team environment where they pride themselves on outstanding client retention? We are seeking an energetic Commercial Lines Account Manager to work with an Insurance Brokerage in the Sacramento area specializing in construction accounts. The right candidate must have experience working in a brokerage or agency dealing with multiple carriers and have experience in dealing with construction accounts.

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 and administration. 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
5+ years of experience in a commercial insurance environment
Strong customer resolution skills
Experience TAM agency management 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

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

Call Center Representative - Payment Processing

2018-04-05T16:42:58-07:00

Call Center Representative – Payment Processing

We are looking for motivated individuals who have experience working a very fast paced desk in a call center environment. Our client, a very reputable insurance organization in the Sacramento area is looking for candidates to take on a 6 to 8 week temporary assignment beginning in May. The Call Center Representative will be responsible for providing customer service and payment processing to the organizations current policy holders during their renewal period.

Responsibilities

Provide excellent customer service and support via phone
Provide accurate data entry
Ability to quickly look up client account information
Process credit card payments and post payments to client account
Other duties as assigned

Requirements

Strong understanding and experience working in a call center environment and on a phone queue
Experience taking and processing payments over the phone is required
Experience with accurate data entry required
Strong understanding of the expectations of being available to take back-to-back calls as well as call center metrics
Ability to work as part of a team
Desire to provide excellent customer service
Ability to make efficient use of time, staying positive, energetic and friendly
Ability to commit to an assignment lasting up to 6 to 8 weeks

Additional Details

Pay: $16-$17 per hour depending on experience
Assignment start: May 8^th lasting approximately 6 to 8 weeks
Interview process: Phone interview with Insurance Relief, Phone screen with the client, in-person interview with the client

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

Underwriting Assistant

2018-04-05T17:43:16-07:00

Commercial Underwriting Assistant - Commercial Insurance - Sacramento, CA

We are looking for a commercial insurance Underwriting Assistant to support the underwriting team all administrative and processing aspects of commercial underwriting. The ideal candidate will be very analytical, have experience working in the insurance industry with excellent attention to detail and the ability to make sound decisions.

Responsibilities

Professionally handle customer inquiries and service issues
Promote good broker relations through direct and indirect contact with all in-state and out of state brokers
Assist with new business rating and file prep and verify and produce critical information for file documentation (dates, premium, policy numbers, claims reports, applicable forms, subject to items, etc.)
Work directly with underwriters to obtain approval when necessary per team guidelines and authority levels
Process & issue policy change requests (endorsements)
Approve/decline limit changes for all lines of coverage
Gather information needed for discount requests for all lines of coverage
Loss run reporting and third party requests for information
Appeals for reinstatement within authority level
Handle non-payment cancellations and non-member cancellations within authority level
Responsible for renewal discount communication with policyholders
Prep files for audit and non-renewal
Complete department specific reports, counts or projects
Assist Data Entry on an as-needed basis

Requirements

High school diploma and with at least 2 years of administrative experience
Strong interest in growing in the insurance industry
Strong attention to detail
Previous experience working in an insurance organization preferred but not required
Knowledge of various commercial insurance risks including professional liability, EPLI, workers comp , general liability and property preferred
P&C license preferred but not required
Task oriented with the ability to abruptly change direction
Extremely analytical with the ability to find missing pieces

Additional Details

This is a long term temporary role for approximately 6 to 12 months depending on the organizations need and the performance of the candidate
Pay rate will vary based on experience
Medical, dental and vision benefit plans offered through Insurance Relief during temp assignment

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

Commercial Lines Account Manager - all levels - San Francisco

2018-04-17T14:01:32-07:00

Commercial Lines Account Manager – Insurance
San Francisco, CA

Our client in San Francisco is looking for someone who is comfortable wearing multiple hats. This perfect candidate for this position will have a high level of enthusiasm, be flexible, and enjoy problem solving. This is a fast paced environment and growing fast!

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

Senior Underwriter

2016-12-13T13:33:57-08:00

Senior Underwriter

The Senior Underwriter is responsible for making sound decisions concerning risk suitability by applying underwriting principals through loss exposure analysis. Must display proper judgment in the selection, rating, control and servicing of the book of business. The Senior Underwriter works under general supervision of management within authority granted to maintain profitability and promote growth. This position serves as a subject matter expert and resource across all company commercial product lines including; Professional Liability, Employment Practices Liability, Property, General Liability and Workers Compensation.

Responsibilities & Key Objectives

Analyze new business applications, renewal questionnaires and endorsement requests to achieve profitable underwriting results. Interact with state licensing boards in all states in which the company writes coverage.
At renewal, take a lead role in reviewing and determining which accounts are potentially unprofitable and present those accounts to the company’s Underwriting Committee. Discuss accounts with claims and risk management to obtain additional information about the insured to assess quality of account and continued risk to the company.
Responsible for the continued growth of the book of business by promptly responding to questions, concerns and complaints from agents, policyholders and internal staff.
Promote growth through educating less experienced staff, agents and brokerages on coverage available through the company and market conditions.
Provide service to the policyholders on a timely basis and be receptive to the policyholder's needs.
Responsible for communicating both verbally and through written correspondence to applicants, policyholders, claims, risk management, state agencies, brokerage staff and others regarding coverage, premium acceptability and policy language.
Provide training to other departments or companies as needed through scheduled training sessions or informally, through individual questions.
Keep abreast of changes in the marketplace, changes in coverage and/or policy forms.
Responsible for attending and actively participating in projects, seminars, claims and risk management functions as directed by management.
Work booth at conventions to answer technical questions posed by brokers or policyholders.
Act as sales representative function for those states that do not have a designated insurance broker, or when requested to do so. Develop a customer base and promote long-term relationships in those states. Follow-up on leads from the marketing department and take direct calls from prospective applicants. Responsible for contacting, assisting with application completion, processing quotations and explaining the insurance contracts/premium basis to prospective applicants on a timely basis.
Performs other duties as assigned
Take continuing education classes to keep agency licenses current.

Required Education, Licenses & Experience

Minimum 5 to 7 years’ experience in commercial insurance; or equivalent combination of education and experience
Experience in a desk underwriting position is required as this is not a production or field position
Bachelor's degree in related field preferred
AU, CPCU, ARM, RPLU or related courses required
Possession of a California Property & Casualty license or the ability to secure one within the first 4 months of employement is required

Required Skills, Knowledge & Abilities

Must have the ability to read, analyze and interpret policy, procedures and regulations.
Ability to solve practical problems and deal with a variety of set variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. Proficiency in using both objective and subjective thought processes in performing job duties.
Demonstrate proficiency in managing own workflow, prioritizing multiple works assignments and resolving questions and problems with management and peers.
Requires excellent interpersonal, verbal and written communication skills.
Must demonstrate diplomacy and tact while interacting with all levels within and outside of the organization.
Must be able to perform job duties independently, exercising good judgment and professionalism.
Requires computer skills, including the ability to operate Windows/Microsoft Office.
Occasional auto/air travel required.

Commercial Lines Account Manager

2018-04-17T16:03:11-07:00

Commercial Lines Account Manager – Property & Casualty
Visalia, 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 Visalia area. The right candidate must have experience working in a brokerage or agency dealing with multiple carriers and have experience in general commercial lines but strong knowledge in farm labor contractors is a huge plus.

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 dealing with farm labor contractors
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

Workers' Comp Claims Assistant

2018-04-02T17:44:21-07:00

Work Comp Claims Assistant

Are you interested in the flexibility of a temporary position or are you just as excited about getting your foot in the door with a reputable company. We have a temporary position available in the Rockville, Maryland area for a workers comp assistant role. Our client is looking for a claims assistant with experience in the administrative functions of workers’ compensation.

Key Responsibilities:

Set up new claims in the system and ensure all required documents are present
Assist the claims department with all administrative functions
Review claims documents for accuracy and missing information
Prepare and print letters
Answer phone calls and respond to general inquiries
Other duties as needed

Requirements:

2+ years of workers’ comp claims experience
Proficient in various computer systems including Microsoft Office Suite
Ability to listen and follow instruction
Excellent, written and verbal communication skills
Strong attention to detail

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

Workers' Compensation Claims Adjuster - Lost Time

2018-03-08T16:23:31-08:00

Work Comp Claims Adjuster – Lost Time

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 Adjuster will specialize in managing complex Lost Time cases and will be responsible for staying connected with all parties involved in the claims process. This is a full time, direct hire position and 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 but at least 1 year of experience dealing specifically with lost time
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

Commercial Lines Account Manager

2018-04-13T15:09:13-07:00

Commercial Lines Account Manager - Insurance - San Jose, CA

Overview:

Advancement- Are you looking for a defined career path of advancement? This position offers a clear view of where it expects the best employees to be.
Technology- Would a company that is leveraging every technological advancement in the insurance arena interest you? A paperless environment that is has every technological resource at its fingertips and is working with global cyber insurance programs along with a full
Growth- Are you looking to grow in experience and worth? How can you grow if your company is not. This agency is the fastest growing agency in its segment.
Authenticity- Do you want to feel valued and value others? This company creates a culture of genuine kindness and collaboration. You have to love where you work if you want to love what you do.

We are seeking a Commercial Lines Account Manager to work with Producers/Brokers to offer a superior customer experience to all clientele.

Oversee the marketing of coverages to company carriers and negotiate with Underwriters to achieve the best coverage at the lowest cost
Understand client’s deficiencies in coverage and consult with them to make sure they are fully covered to limit any exposures
Assist clients with any service issues that may arise and delegate responsibilities to team members.
General commercial lines knowledge including, but not limited to: GL, PL, Work Comp, Technology, Commercial Property, Transportation, Retail, Distribution and Manufacturing, Import/Export, Inland and Ocean Marine
3+ years of insurance agency experience
Valid Property and Casualty license

The position offers a competitive base salary and a full benefit package is provided.

We are happy to speak with candidate's who are casually inquiring, as well as candidates who are actively looking to advance in their careers. If you are seeking a challenge and want a long-term growth opportunity within a well established company, don't pass this opportunity up and apply today!

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

www.insurance-relief.com

Commercial Lines Account Manager

2017-11-30T18:12:41-08:00

Commercial Lines Account Manager – Insurance
San Rafael, CA

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. This position is an Account Manager position with some inside sales responsibilities.

Experience dealing with various commercial accounts and habitational risk is a plus. 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
2+ years of Commercial Lines Account Management experience at a brokerage working with homeowners association and property management is preferred
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.

Compensation and benefits:

Competitive Base Salary plus bonus incentives
Flexible schedule, 401k with match, employer paid medical plans

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

Employee Benefits Account Manager

2017-11-27T17:21:22-08:00

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 in the East Bay

2018-02-22T18:58:12-08:00

Commercial Lines Account Manager needed in the East Bay!!!

Do you have 5-7 years of experience in Commercial Lines Account management on the brokerage side? Are you looking to work with one of the top brokerages in the East Bay? My client is looking for someone that will help manage the largest book of business for their top producer. Compensation is very competitive and will depend on experience.

Position Responsibilities:

· Service current client accounts

· Evaluate and provide appropriate recommendations regarding client coverage and risks

· Round out accounts with recommendations on addition coverages

· Complete applications and renewals

· Coordinate efforts of loss control and additional services

· Claims reporting and handling

Requirements:

· Active P&C license required

· 5+ 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