Job Feed

Underwriting Assistant

2017-05-02T10:42:55-07:00

Underwriting Assistant / Workers Compensation Auditor

Do you have insurance underwriting experience under your belt or perhaps knowledge of the work comp insurance industry? Our client is seeking an outstanding Underwriting Assistant/Workers Comp Auditor to assist in the underwriting department. The Underwriting Assistant will be responsible for reviewing workers comp audits, making evaluations and determining proper action for the next steps.

Primary Responsibilities

Evaluate client/member work comp audit responses
Determine risk and coverage to see if the policy needs to go to underwriting
Follow given criteria guidelines for making determinations
Support the underwriting department with data entry and/or clerical tasks as needed

Required skills

Experience with commercial insurance, specifically with professional liability, P&C, and EPLI
Experience working in an underwriting department, reading policies and processing endorsements
Workers comp audits are voluntary
Strong attention to detail, analytical
Autonomous and task oriented but at the same time team oriented
Problem solver; ability to process through the big picture
Ability to see processes and offer suggestions on improvements
Takes initiative and quick learner

Additional Information

Pay Range: $19-$20/hr depending on experience
Duration- 6 months or longer
Start Date: ASAP
Benefits: Offered through Insurance Relief for eligible employees

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! Click here to live chat with me.

info@insurance-relief.com • 888-292-4440

Insurance Agency Accounting/Bookkeeping Assistant - Fresno, CA

2017-06-06T11:35:25-07:00

Agency Accounting/Bookkeeping Assistant – Insurance - Fresno, CA

We are looking for a part time Accounting/Bookkeeping Assistant who will be responsible for assisting with the daily processing of Accounts receivables, payables, bank deposits and more, for an insurance organization in Fresno. The ideal candidate will have at least 1 year of experience dealing with accounting and bookkeeping within the insurance industry or related field. We are looking for an analytical person with extreme attention to detail.

Responsibilities:

Run reports and print invoices
Enter cash receipts into database
Run appropriate financial reports
Receive carrier checks and review for accuracy
Distribute money and post to appropriate accounts
Receive and distribute commission checks
Assist with reconciliation of agency and commission statements
Issue monthly commission checks
Pay vendor and other agency bills
Assist in tracking agency financials
Maintain and update all information in file

Requirements:

1+ year(s) experience in accounting with an insurance organization or familiarity with insurance related accounting required
Experience dealing with an insurance agency management system such as TAM/Applies, EPIC, Sagitta, etc.
Knowledge of billing/invoice reconciliation and commission statements

Contact us today! Click here to live chat with me.
info@insurance-relief.com • 888-292-4440

All Inquiries are kept confidential.

Underwriting Assistant - Commercial Insurance - Sacramento, CA

2017-04-14T10:53:17-07:00

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 at least 1 year of experience in an underwriting assistant role
Knowledge of various commercial insurance risks including professional liability, EPLI, workers comp , general liability and property
P&C license preferred but not required
Strong attention to detail
Task oriented with the ability to abruptly change direction

Additional Details

This is a temporary assignment that could be temp to hire for the right candidate
Pay rate will vary based on experience
Medical, dental and vision benefit plans offered through Insurance Relief during temp assignment

Contact us today! Click Here to live chat with me.
info@insurance-relief.com • 888-292-4440

All Inquiries are kept confidential.

Group Employee Benefits Account Manager - Client Services Representative - Health Insurance

2017-06-15T17:48:11-07:00

Employee Benefits Account Manager / Client Services Representative – Life & 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, processing and customer service on the book of business.

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

Senior Benefits Account Executive - Los Angeles

2017-06-13T17:50:01-07:00

Senior Employee Benefits Account Executive- Group Health

A very well established agency that is the fastest growing in their particular segment is seeking an experienced Senior Employee Benefits Account Executive. This person will work directly with clients and assist a successful Producer on a growing book of group health insurance. The ideal candidate will strive to be a customer advocate and will be service oriented.

Essential Duties & Objectives:

Assist clients with open enrollments and presentations.

Oversee the marketing of groups to company carriers and negotiate with Underwriters to achieve the best coverages at the lowest cost.

Understand client’s deficiencies in coverage and consult with them on offerings that would include a full suite of benefits products.

Assist clients with any service issues that may arise and delegate responsibilities to benefit team members.

Desired Skills & Qualities

Familiarity with all aspects of group health insurance services from the application process to the policy analysis
Knowledge of both traditional and self-funded plans is preferred
Knowledge of COBRA, HIPAA & Medicare Part D
Strong organizational skills
Excellent verbal, written, and presentation skills
Ability to prioritize and handle multi-task projects
Ability to initiate and foster rapport with customers, co-workers and companies
A knowledge and understanding of various markets, forms, rates and coverage’s
Superior computer skills
Highly motivated and & results-oriented individual

Job Requirements

Life & Health License
Knowledge of group health benefits insurance
7+ years of experience with an insurance agency or carrier in a similar role

Starting base salary and bonus structure will vary depending on experience, as well as full benefit package 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!

For immediate consideration or for more information

888-292-4440

info@insurance-relief.com

www.insurance-relief.com

One of our experienced Associates would be happy to assist you. We look forward to speaking with you.

***All inquiries are strictly confidential***

Commercial Lines Assistant - Pleasant Hill, Ca

2017-06-09T17:44:58-07:00

Commercial Lines Assistant – Insurance – Pleasant Hill, Ca

Are you a self-motivated individual with experience in commercial lines insurance and the interest to grow? We are looking for you. If you want to join an ever growing agency we have an assistant position that could be the change you have been waiting for. The Commercial Lines Account Assistant will be responsible for providing support for the Commercial Lines Department. We are looking for an individual with a great work ethic who is professional and motivated.

Responsibilities

Provide administrative support to the Commercial Lines Department
Help with quoting and rating
Manage and provide daily service and maintenance of commercial lines insurance
Work in conjunction with the rest of the Commercial lines team to achieve sales/production goals
Answering phones
Ordering MVR's
Completes and reviews all necessary new business applications
Maintains agency files and computer data
Responsible for attaching ID cards and changing client information

Required skills

A minimum of 1 year of experience in a commercial lines sales support position
Knowledge of multiple commercial lines insurance carriers preferred
Knowledge of an agency management system such as AMS 360, TAM, EPIC, Sagitta, etc.
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

Personal Lines Account Assistant

2017-06-06T19:34:34-07:00

Personal Lines Assistant – Insurance – Woodland Hills, CA

We are looking for a Personal Lines Account Assistant will be responsible for providing support for the Personal Lines Department. The right candidate will be licensed with general knowledge of the personal lines insurance products. We are looking for an individual with a great work ethic who is professional and motivated. Experience in an independent brokerage environment with AMS 360 or other agency management software experience is preferred.

Responsibilities

Provide administrative support to the Personal Lines Department
Help with quoting and rating
Manage and provide daily service and maintenance of personal lines insurance
Work in conjunction with the rest of the personal lines team to achieve sales/production goals
Completes and reviews all necessary new business applications
Maintains agency files and computer data

Required skills

Must have a P&C license
A minimum of 1 year of experience in a personal lines sales support position
Knowledge of multiple personal lines insurance carriers preferred
Knowledge of an agency management system such as AMS 360, TAM, EPIC, Sagitta, etc.
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

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 Assistant

2017-06-05T16:14:57-07:00

Commercial Lines Assistant Account Manager – Insurance - Fresno

SUMMARY:
Are you ready to join a fast-paced and fun environment where you can truly make a difference? We are looking for an outstanding insurance professional with the enthusiasm and zest for a learning experience. The Commercial Lines Assistant Account Manager will assist the Commercial Account Managers and Sales individuals with the day-to-day servicing activities that will ensure excellent customer satisfaction. The right candidate will have experience working with commercial lines in a retail agency setting.

RESPONSIBILITIES:

Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client accounts
Responsible for timely, accurate invoicing and monthly expirations
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts
Maintain up-to-date proposals, insurance summaries, workflow logs, manuals or other required documentation and records
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
Other duties may be assigned

REQUIREMENTS:

P&C License
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.
Experience with an agency management system such as Sagitta, TAM, Applied, EPIC, etc. required
Strong verbal and written communication skills
Customer service oriented
Willingness to learn and take direction from others

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

Commercial Lines Account Manager

2017-06-01T16:20:25-07:00

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

Senior Employee Benefits Account Manager - Menlo Park, Ca.

2016-12-21T18:31:18-08:00

Employee Benefits Account Manager - Group Health

This is a chance to work with one of the top brokerages in the city! Do you want to work in an environment where they reward creativity and initiative as well as provide talented individuals with opportunities for professional growth? We are seeking an experienced Employee Benefits Account Manager to handle mid to large sized groups. This person will work directly with clients and assist Producer on a growing book of group health insurance. The ideal candidate will strive to be a customer advocate and will be service oriented.

Essential Duties & Objectives:

Assist clients with open enrollments and presentations.
Oversee the marketing of groups to company carriers and negotiate with Underwriters to achieve the best coverages at the lowest cost.
Understand client’s deficiencies in coverage and consult with them on offerings that would include a full suite of benefits products.
Assist clients with any service issues that may arise and delegate responsibilities to benefit team members.

Desired Skills & Qualities

Familiarity with all aspects of group health insurance services from the application process to the policy analysis
Knowledge of both traditional and self-funded plans is preferred
Knowledge of COBRA, HIPAA & Medicare Part D
Strong organizational skills
Excellent verbal, written, and presentation skills
Ability to prioritize and handle multi-task projects
Ability to initiate and foster rapport with customers, co-workers and companies
A knowledge and understanding of various markets, forms, rates and coverage’s
Superior computer skills
Highly motivated and & results-oriented individual

Job Requirements

Life & Health License
Knowledge of group health benefits insurance
5+ years of experience with an insurance agency or carrier in a similar role

Starting base salary and bonus structure will vary depending on experience, as well as full benefit package provided. 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

Customer Support - Help Desk Specialist

2017-05-19T13:47:46-07:00

Customer Support - Help Desk Specialist

Are you an energetic, solution minded individual with a knack for customer service? We want you! This person will be working in our AnswerHub Department, which is the Operations Help Desk for our Corporate Home Office. We are looking for a person who is strong in Customer Service, is detail oriented, organized, thorough, and has an excellent work ethic. Successful completion of assessments are required in order to be considered for this position.

Able to take a deep breath and figure things out even when don't know the answer to something.
Must be very comfortable with computers and technology with an aptitude for learning and staying abreast of and adapt to an ever changing environment.
Ability to take on various obstacles and challenges with ease.
Must have excellent customer service skills and be able to communicate clearly both verbally and in writing.

Requirements

Must be extremely comfortable with computers and technology
Must be able to multitask at a very high level
Ability to talk on the phone and type notes simultaneously
Must possess excellent problem solving and listening skills
Ability to troubleshoot issues within this positions scope of knowledge or ability to pass on the information obtained to the proper person
Strong communication skills both verbal and written along with excellent grammar skills and proper email etiquette
Must possess good customer service skills, organization, and the ability to adapt to an ever changing environment
Strong work ethic, and an aptitude for learning and the ability to take on various obstacles and challenges with ease

This position comes with tremendous growth opportunities and will prove to be very rewarding for the right candidate. This is a full time, temp-to-hire position. The regular work schedule during training will be 8am to 5pm. Candidates must be flexible as schedule, after training, will vary from as early at 6am and as late as 5pm.

More about PrideStaff

PrideStaff Inc. is a nationally recognized staffing organization that has been in business for almost 40 years and always on the cutting edge of what’s trending for the industry. Landing a career at PrideStaff means you are joining a close-knit, dynamic working environment, focused on providing the best possible results to clients, associates and franchisees. PrideStaff is a big believer in the importance of teamwork. The leaders of PrideStaff work from the ground-up to ensure that they have the most talented and versatile teams in place, teams who can work together to make smart, strategic decisions and bring their mission to life. Now is your chance to become a contributor in bringing PrideStaff’s mission to life.

Insurance Assistant - Personal & Commercial Lines

2017-05-05T17:40:24-07:00

Insurance Assistant – Personal & Commercial Lines

The Insurance Assistant’s primary responsibility is to support the departments in providing exemplary service to our clients. Primary duties include processing incoming submissions for all accounts; marketing high net worth and flood polices; supporting the department by processing endorsement requests and providing administrative support for the Department Manager.

Responsibilities

Monitor and review all incoming submissions mailbox
Prepare and input approved submissions into incoming work queue per department guidelines and set up in AMS360.
Process new, renewal and endorsement business for high value personal lines carriers
Process new, renewal and endorsement business for both commercial and personal lines flood insurance
Assist Department Manager with administrative duties as requested
Assist team with data entry and market research on various submissions as needed
Participate in high net worth carrier meetings, sharing appetite and other related information with entire team
Develop complete understanding and knowledge of the company’s internal software systems and obtain the ability to instruct others in navigation
Maintain quote service standards for both new business and endorsements
Use all online resources such as AMS360, carrier websites, scanning software, etc.
Keep apprised of trends and techniques to maintain a competitive status for the company
Forward audit, renewal quotes and misc. carrier correspondence on existing policies to appropriate department
Forward requests for service items to the Help desk for processing
Maintain virtual underwriting files for carrier audits. (documenting transactions in AMS360)
Learn and assist in the development in new workflows
Demonstrate an understanding of all personal lines of business, including: auto, home, dwelling fire, umbrella, earthquake, flood and ancillary lines of business
Maintain positive attitude with willingness to help find solutions for clients, carriers and co-workers
Must be able to prioritize activities and have the ability to multi-task functions
Must be a self-starter, well organized, display good written and verbal communication skills
Participate in and attend seminars and/or other continuing education classes that are required for licenses (if any) or for knowledge and skill development
Perform all functions of your job in a manner that will avoid any potential Errors and Omissions claims

Job Qualifications and Requirements:

A High School Diploma
Possess a valid California P&C license
Experience in the insurance industry with personal lines and some commercial exposure
Ability and willingness to work in a fast paced multiple tasking, high levels of disruption and ever-changing environment.
Demonstrated ability to understand written and verbal communication in the English language and interpret abstract information
Basic computer or data entry skills; a working knowledge of Microsoft Word & Excel, Outlook and Adobe are preferred
Ability to fulfill job responsibilities through acceptable attendance and a positive attitude

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

Employee Benefits Account Manager - Group Health - Lafayette, CA

2017-05-16T17:31:14-07:00

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 Lines P & C Account Manager - Pasadena CA

2017-04-04T13:05:40-07:00

Commercial Lines Account Manager – Insurance
Pasadena, CA

Are you an experienced commercial insurance Account Manager with the knowledge and customer service to manage a small 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 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
2-3 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

Marketing Assistant - Fresno

2017-04-27T16:43:58-07:00

Marketing Assistant – Part Time or Full Time - Fresno, CA

Position Summary

We are looking for a motivated, self-starter with experience working in a fast paced administrative role. This position is a part time role with PrideStaff, Inc., a fast growing national staffing and employment agency providing staffing and recruiting for multiple industries. This position is responsible for supporting the marketing department with various administrative functions such as running reports, analyzing and paying invoices and creating documents.

Role & Responsibilities

Review Marketing invoices for accuracy
Pay invoices and bills
Run reports and review for accuracy
Create various documents in Microsoft Word, Excel and/or PowerPoint
Assist with other duties as assigned

Requirements

1-2 years of related administrative experience
Exposure to invoicing and reports
Excellent verbal and written communication skills
Strong analytical, critical thinking and problem solving skills
Ability to prioritize and multi-task in a fast-paced environment

Preferred Skills

Advanced computer experience including Microsoft Office Suite and Gmail
Experience with Microsoft PowerPoint

More about PrideStaff

Personal Lines Account Manager - Insurance - Fresno, CA

2017-05-10T13:27:51-07:00

Personal Lines Account Manager - Insurance – Fresno, CA

Are you currently in a personal lines role with a retail agency and looking for your next opportunity to grow? Our client in Fresno is searching for an independent, self-starter with the ability to get the job done. This position is an Account Manager/Agent role which consists of sales and service of personal lines insurance products to a current book of commercial business as well as sales of new business.

Responsibilities

Solicit, quote and sell 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 Manager or Customer Service Rep or related position servicing personal lines business for a retail 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

Compensation & Benefits

This company offers a competitive base salary plus commission
Medical benefits provided along with paid time off, paid holidays and 401k

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

Commercial Lines Assistant Account Manager - Insurance

2017-03-21T17:23:47-07:00

Commercial Lines Assistant Account Manager – Insurance - Lodi, CA

In addition to the daily activities that surround the Commercial Lines Assistant Account Manager, You have the opportunity to be involved in various activities including workshops relevant to the industry.

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
Responsible for timely, accurate invoicing and monthly expirations
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts
Maintain up-to-date proposals, insurance summaries, workflow logs, manuals or other required documentation and records
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
Attend various learning opportunities and activities including workshops relevant to the industry
Other duties may be assigned

REQUIREMENTS:

Must have an active California Property and Casualty
Experience with crop accounts preferred
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.
Experience with an agency management system such as Sagitta, TAM, Applied, EPIC, etc. required
Strong verbal and written communication skills
Customer service oriented
Willingness to learn and take direction from others

Senior Commercial Lines Account Manager - Insurance - Fresno

2017-05-04T12:53:44-07:00

Senior Commercial Lines Account Manager - Transportation/Trucking – 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 Senior 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 transportation and trucking 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

Requirements:

P&C license required
Management and leadership role - experiece managing and leading other account managers
5+ years of Commercial Lines Account Management experience at a brokerage working with transportation/trucking 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

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

Temporary Senior Account Manager Positions: San Jose, Ca.

2017-03-21T17:12:46-07:00

Temporary Senior Account Manager Positions: San Jose, Ca.

Our client is a leading insurance broker and consultant that cares deeply about their employees' and clients' well-being. They are honest, hardworking, dedicated professionals who love what they do and strive to lead by example. But what truly defines them is that for them, business is personal.

Our client has more than 3,400 employees and global capabilities. Their expansive reach gives us access to highly rated insurers, vendors and financial institutions in the industry, while their locally based employees tailor each solution to meet their clients'? needs.

They are looking for temporary candidates to fill a Senior Account Management positions for about 4-6 months.

What you’ll be doing:

Effectively managing your assigned book of business
Maintaining a current understanding of coverages and market trends affecting assigned book of business
Must have experience with AMS360 or EPIC or both
Handling client questions on a daily basis
Presenting to clients while demonstrating strong expertise
Developing strategic overview on accounts
Managing contract review

Must have active P &C License

If you're interested please apply and send resumes to baaronian@insurance-relief.com

Employee Benefit Account Manager- Walnut Creek, Ca

2017-03-07T19:54:53-08:00

Walnut Creek - Employee Benefits Account Manager

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 and Disability license - Required.
Experience in both large group and mid-size
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

Commercial Lines Producer / BOP's / Sales / Insurance

2016-07-15T14:10:12-07:00

Job Description

The Producer will be responsible for prospecting and securing clients and servicing accounts. Top tier candidates will have a proven sales record and demonstrated ability to build successful relationships.

This person must have 3-5 years of experience as a commercial lines producer and have experience handling large policies.

The producer will have a confident, “can do” attitude with a genuine, honest and high ethics. Its also key for this person to have strong verbal and written communication skills paired with superb time management and follow up skills.

Commercial Lines P & C Account Manager - San Rafael or San Francisco or Orange County

2017-02-14T19:50:25-08:00

Want to work for a top Insurance company in San Rafael, Los Gatos or SF? Want to work for a company where they truly value the, "work hard play hard mentality." If you are an experienced Commercial Lines Account Manager please apply!

Day-to-day service of a Commercial Lines book of business, including:

Provide assistance to producers in handling and processing of new and renewal commercial lines accounts.
Provide oversight of new and renewal commercial lines assigned book of business.
Provide in-house customer service to clients as assigned and requested.
Assist in the training, mentoring and development of your assigned Account Technician

Core Responsibilities

Coordinate expirations with producer and respective account tech to manage and obtain renewal information. Maintain expiration control log.
Oversee marketing of renewal business, negotiate premium, coverage terms and conditions, prepare proposals and maintain current client file with all pertinent correspondence.
Assist producers with new business as required, including marketing, client correspondence and proposal preparation.
Continued advancement of technical knowledge in General Liability, Workers Compensation, Auto Liability, Umbrella Liability, Property, Professional Liability, and Management Liability lines.
Execute binding coverage, updating files with new policy information and preparation of documents including invoices to clients.
Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request and/or refer to the producer only when necessary.
Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
Be familiar with and follow agency policies and procedures.
Document all work performed, including maintaining electronic files in an orderly, up-to-date manner.
Participate and engage in continuing education with emphasis on topics related to technology companies
Perform special projects and assist in staff training at management’s request.

Education and Experience Requirements

3+ Years in the insurance industry
Experience with Applied System’s EPIC- preferred
Proficiency to basic knowledge of Microsoft Suite of Software (Word, Excel, Outlook, and Powerpoint)
High School Degree or equivalent, 4-Year Undergraduate Degree preferred
Must be licensed per state requirements

Additional Requirements

Must be a self-starter, imaginative and creative with good verbal and written communication skills.
Should have thorough understanding of commercial lines underwriting and coverages.
Must be willing to be positive team player and take an active role in company events.

This position outlines the basic tasks and requirements for the position noted. It is not a comprehensive listing of all job duties of the employee.

Personal Lines Account Executive/Producer - Palo Alto, Ca

2017-03-14T18:39:36-07:00

Are you looking for more money, more opportunity and more growth? Who doesn’t want more, more, more? Join an ever-growing agency that’s offering….MORE!

We are looking for a Personal Lines Producer for the Downtown Palo Alto office. This agency offers all of the tools to succeed, all it needs is an experienced, motivated, dedicated individual to take charge of the desk.

The Personal Lines Sales Person position requires a P&C License, excellent customer service skills, and a proven track record of success in personal lines sales.

Responsibilities:

Responsible for an established amount of sales on a monthly basis
Respond to client, company, third party and co-worker requests via phone and email
Educate and recommend coverage to best fit clients’ needs
Prepare quotes and proposals for new business
Perform annual review and renewals of client policies
Additional duties as assigned

Requirements:

Active Property and Casualty Agents/Brokers License
3-5 years’ experience working for a retail agency or independently with preferred insurance carriers (Mercury, Travelers, Nationwide, etc.)
Familiarity with an agency management system such as TAM, AMS 360, EPIC, Sagitta, etc.
Additional experience with online rating/quoting via carrier sites
Proven track record of meeting and exceeding sales goals
Ability to work in a fast-paced, paperless environment a must

Compensation & Benefits

Competitive pay with outstanding commission split
Bonuses based on performance
Benefits offered
Fun environment to work in with casual Fridays and team potlcuks

Commercial Lines P & C Account Manager - Napa, Ca

2017-01-20T12:32:00-08:00

Commercial Lines Account Manager – Insurance
Napa, 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 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.

Insurance Assistant - Property & Casualty - Lodi, CA

2017-02-02T16:13:16-08:00

Insurance Assistant – Property & Casualty - Lodi, CA

Are you interested in getting your foot in the door with an insurance agency paying the way to more opportunities for exponential professional growth? We are looking for an Insurance Assistant to join our client’s ever growing team in Lodi. The Insurance Assistant’s primary daily responsibilities will be to support all departments within the agency. The ideal candidate will have a P&C license with 1 or more years of experience in the insurance industry with an interest growing further in the industry. Responsibilities will be added to this position with continued experience and growth.

The Insurance Assistant must have regular and reliable attendance ad demonstrate organization and the ability to juggle multiple priorities in a very busy office. Excellent interpersonal skills, pleasant phone manner, typing ability and familiarity with Word and Outlook are required.

Responsibilities

Data entry processing certificates of insurance
Maintaining and updating digital client files
Performing loss runs
Scanning and uploading mail to internal agency management system
Facilitating meetings and organizing office communication and activities
Performing reception duties; answering phones and routing clients to appropriate Account Manager and greeting walk in customers
Assisting with formulating letters and other correspondents
Update various spreadsheet sheets and other general administrative duties as needed
Maintaining office common areas
Perform other administrative duties as assigned

Qualifications

1+ years insurance experience
P&C license strongly preferred
High school Diploma
Exceptional typing and accuracy skills
Good Planning and organizational skills
Well-developed interpersonal and communication skills
Professional appearance and manner
Computer literacy, specifically MS word for windows, Excel and Outlook

Compensation and Benefits

Competitive salary plus benefits

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

VP Client Management - Walnut Creek

2017-03-29T12:57:51-07:00

VP - Client Management - Walnut Creek

Our client has the vision and creativity needed to help organizations do things better and more efficient. Our clients works as a collaborative team, are energetic, and have a creative environment. They are seeking top talent for a VP of Client Manager to join their growing team.

Role:

Coordinate the renewal process among our analysts
Be able to participate in renewal meetings for key clients along with the consultants
Be a SME for all things benefits, ACA, and ERISA.
An HR background would be very beneficial.
Individual must be sharp and be extremely organized and able to manage the renewal process.

This person should be able to drive and lead a renewal process, thinks like a mature customer and knows how to get ideas across. This candidate would work with their analysts to make sure that such solutions are discovered with the client.

Medical, Dental, Vision, Vacation, and 401k offered at a very generous rate.

Commercial Lines Account Manager - Agriculture Insurance - Gustine, CA

2017-01-11T11:10:50-08:00

Commercial Lines Account Manager – Agriculture Insurance – Gustine, CA

Join a dynamic insurance team where the drive for personal growth is rewarded and customer focus and dedication is the key to success. We are looking for an experienced Agriculture Insurance Account Manager in the Gustine area to join the agency. This role requires an individual who is professional displays the drive, determination, and self-motivation to help build retain business. Specifically, your mission will be to service and maintain existing accounts while uncovering opportunities for increasing business. This position offers the opportunity for growth into a supervisor role.

Responsibilities of the Account Manager:

Provides a high level of support to Producers in obtaining, 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
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:

10 + years as an Account Manager with a niche in agriculture
Current P&C license
Experience working with all sized account accounts
Knowledge of various commercial accounts, construction and contractors a plus
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. AFIS, CIC, etc.)

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.

Sales Producer - Walnut Creek, Ca

2017-03-29T13:17:22-07:00

Sales Producer - Walnut Creek, Ca

Our client believes in nurturing lifelong relationships by doing what they say they are going to do, earning and maintaining trust, being there for people, being humble, and exercising gratitude. Making a difference is essential to our client and it’s about finding ways to do this each and every day.

Our client is seeking a top producer for their office in Walnut Creek. With this position the key here is relationships. If you enjoy building relationships, he/she will be very successful. This position will have he support from the team - providing 80-90% of the administrative burden (account management, analysis, compliance).

Create and implement strategic business plans specific to individual clients for account retention
Identify new product sales opportunities for clients
Develop strong business relationships with current and prospective clients
Educate customers on current industry and price trends
Monitor customer implementations
Proactively conduct monthly and/or quarterly face-to-face meetings and/or visits with clients to address their service goals and concerns
Work closely with marketing and product development teams to address customers’ needs
Support the client assistants on escalated issues and mentor overall development
Maintain current working knowledge on existing and new services
Provides feedback to assist in the creation of performance improvement goals and development of training programs
Performs other duties and responsibilities as assigned by Management

Our client offers competitive salaries and benefits including: comprehensive health and welfare benefits, tuition assistance, 401(k) matching, additional learning opportunities, and many other programs.

P & C Account Manager

2017-04-14T14:24:12-07:00

Commercial Lines Account Manager

Are you ready to make a career change? Our client, a small local office with the backing of a much bigger organization, is looking for a Commercial Lines Account Manager in San Ramon, Ca!

We are looking for an experienced Commercial Lines Account Manager in the East Bay area. This 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:

2+ 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 the facility and ability to travel on business when required

Assistant Account Manager - Commercial Lines Concord, CA

2017-02-27T12:25:21-08:00

ABOUT US:

Our client is an insurance brokerage providing an array of worldwide brokerage services including property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. Our client has more than 300 offices across the United States, Canada and Puerto Rico with more than 8,000 employees. Our client is a company dedicated to superior customer service with employees committed to adding value to every client activity.

We have an exciting opportunity for an Assistant Account Manager in our Concord office.

POSITION SUMMARY:

The Assistant Account Manager assists the account manager with his or her workflow for all commercial lines new and renewal business. Works with the Account Managers and Producers to maintain synergy with our client's goals, our carrier requirements, and the needs of our clients.

RESPONSIBILITIES:

Maintains role of assisting account manager in servicing commercial book of business within group for an account manager or team of account managers
Responsible for integrity of the data he/she inputs in the Agency Management System - to be accomplished by participating in training, and adhering to established common procedures and workflow. Will request and participate in ongoing training on Sagitta and various systems required to perform functions of his/her job.
Process daily mail, policies, scanning, filing, cancellations, late notices, invoicing, checks audits, requests and checks endorsements, certificates of insurance, orders loss runs, orders MVR’s, processes carrier downloads, company and/or client correspondence, suspense and follow-up, marketing and rating
Maintains controls on tasks assigned to, and follows up on tasks, with ability to report back to account manager on status of all work assigned when asked
Establishes working relationship with account manager and/or client for obtaining information required for timely completion of responsibilities assigned
Maintains workload on a consistent basis in compliance with departmental procedures and accept additional workload during peak periods or assist others as needed

FACTORS FOR SUCCESS:

High School diploma, AA or college degree preferred
Demonstrated computer literacy
2+ years of related experience
Proven oral and written communication skills
Demonstrated math aptitude
Excellent analytical, negotiating, and organizational skills. Technical expertise in property, general liability, workers' compensation, umbrella, and specialty coverage.
Currently licensed in good standing in required lines and states (or willing to obtain within 6 months of hire)

Join the our clients team and watch your career grow! They offer competitive pay and a comprehensive benefits package including:

Medical/dental coverage
Retirement Plan with 50% company match (first 6% of contribution)
Vacation/holiday pay
Medical and dependent care flexible spending accounts
And much more!

If qualified - please send resumes to baaronian@insurance-relief.com