Job Feed

Senior Executive Assistant - Insurance

2018-08-13T17:51:18-07:00

Senior Executive Assistant - Employee Benefits - Insurance / Securities / Annuities

We are seeking a hands on team player for a position assisting the President of a very reputable insurance firm in the West Los Angeles area. This person will be helping with the day to day operations of the firm and being the go-to person for the President.

The right candidate will know what it takes to help organize and manage a busy office. Planning, prioritizing, scheduling and promoting meetings, email and office correspondence, completes and reviews insurance applications, manages the tracking of spreadsheets and takes the lead in special projects for the office.

We are looking for someone with a financial or insurance background that can help the business continue to grow. This is an opportunity to contribute to an office that values and validates ideas. The company understands work/life balance and is looking for someone who can continue to maintain the culture of professionalism, positivity and fun.

Education and experience:

A.A. degree or B.A. preferred (but not required) in office administration, business, accounting, bookkeeping, or similar field.

3-5 years progressively responsible office administrative or clerical experience

Previous
experience working for an insurance agent, broker, or agency is highly desirable.

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

www.insurance-relief.com

khouston@insurance-relief.com

Commercial Lines Account Executive

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

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

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

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

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

Position Responsibilities:

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

Requirements:

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

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

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

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

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

Claims Adjuster - San Francisco

2018-07-26T11:03:42-07:00

Senior Claims Associate – Property and Casualty – San Francisco, CA

We are looking to fill a new Claims Adjuster position in San Francisco. A world premiere insurance organization is looking for a highly motivated claims individual who is a self-starter and can work independently. This is not your typical claims position. This is the opportunity to work with very unique claims issues on a global platform. The best part about this position is that it’s CASUAL FRIDAY EVERYDAY! That’s right; this office offers a casual attire environment. This is a phenomenal opportunity with a six figure salary, great benefits and opportunity to work remotely. The right candidate must have 10+ years of experience in Claims, preferably casualty, and experiences in legal processes. A CPC or similar designation is preferred.

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

Personal Lines Account Manager

2018-07-26T11:09:39-07:00

Personal Lines Account Manager – Livermore, CA

Position Description:

We are looking for a friendly, positive, customer service oriented Personal Lines Account Manager to join our client’s agency in the Livermore area. This person will be responsible for fully servicing personal lines accounts from quote-to-issue and all the way through renewal cycles. Strong attention to detail and an eager and helpful attitude are required. A strong desire to expand and develop professionally in product and industry knowledge is a must.

Primary Responsibilities:

Quote and Issue both new and renewal policies
Accurately process Policies, Endorsements, Applications, etc.
Answer billing account questions
Perform Account Reviews
Order Reports (MVRs, Clue Reports, Etc.)
Effectively work within the personal department and as well as other departments to ensure clients with policies in multiple departments are serviced properly
Provide interested parties (coworkers, producers, etc.) with up-to-date status on accounts, per agency processes and procedures
Maintain Client Files in an accurate & timely manner (Applied Systems EPIC) – keeping them up to date and fully documented per agency processes and procedures.
Immediately inform management and appropriate producer(s) of any urgent client matters
Help fellow Team Members as needed
Promote a positive work environment

Qualifications:

2+ years of experience working in personal lines for a retail agency is required
Active California P&C license required
Excellent computer and technology skills
Strong organizational Skills
Ability to work proactively

Compensation & Benefits:

Salary (Depending on Experience), Paid Time Off, health benefits as well as various supplemental benefits, 401k & Profit Sharing Plan, available performance and sales bonuses, a health club membership and more!

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

Senior Employee Benefits Account Manager - Large Groups

2018-07-26T11:12:16-07:00

Employee Benefits Account Executive - Mid - Large Group Accounts

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 500-1000 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
7+ years’ experience working with employee benefits
Knowledge of multiple health insurance carriers a must
High School Diploma required
4-year college degree preferred
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

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

Employee Benefits CSR

2018-07-26T11:13:55-07:00

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

Regional Sales Manager – Group Health Insurance

2018-06-27T17:18:19-07:00

Regional Sales Manager – Group Health Insurance

Health insurance is heading in entirely new directions, it is inevitable. Do you want to be with a company that is stuck in the past or a company that is defining the future?

A technology driven company that is set to disrupt the benefits industry is looking for a Regional Sales Manager for the San Francisco Bay Area. This is a company that is redefining how benefits programs are modeled and quoted. This is a new direction in the delivery of healthcare products with huge cost savings to clients. You will be able to be the representation to the broker community and their clientele. Offering services that have not been offered before.

The Regional Sales Manager is responsible for building and maintaining relationships with health insurance brokers throughout the Bay Area. This person is responsible for achieving sales growth and expansion through educating the market about the various services that are lacking in the industry.

What you will need to do to be unbelievably successful:

Introduce the Bay Area insurance market to services that will change the way they increase business.
Identify all the potential clients within the territory that will benefit from the company’s offerings.
Consistently meet and exceed all assigned goals by conducting meetings, lunches and educational workshops.
Develop a clear understanding of the company’s business services and products and deliver that message to the broker community.
Meet with Brokers on a regular basis and partner with them to offer exceptional services and savings to their clients.
Share results of all meetings, visits and conversations in the CRM system.
Continual education and self-improvement to satisfy licensing continuing education requirements and increase professional job knowledge.
Partner with brokers to help set-up new cases and participate in enrollment meetings.
Define new and creative ways to market the company’s services.

What your resume or a professional profile of you will look like:

An established, defined network of relationships of Brokers and Agents in the Bay area and recent experience working directly with those Brokers and Agents.
Some knowledge of self-funding would be great.
A proven track record of helping people and increasing business. Drastically exceeding past goals is always good.
Demonstrated knowledge of how current benefit products and services work and are delivered.
Being a nice person, with an outgoing personality, a self-motivated mentality and the ability to build rapport and relationships easily is really what we are looking for.

So what’s in it for you?

Serious growth opportunity to work with a company that has a huge backing and a future that is clear. We all wanted to be there at the beginning of something great and this is the chance.
Be on the cutting edge of the new direction for the benefits community. Still work with Brokers and Agents, but be able to offer them something new and exciting.
You get to help people be happy, healthy and successful.
You get the freedom to market these services in your own managed territory that is open and ripe for the picking.
Oh yeah, and money, benefits, opportunity for equity and even more money after that. Very competitive salary and commissions, what else could someone want.
Get the opportunity to work with a great team of people that all have the same focus, energy and vision. It’s great to work with people you like.

***All inquires are kept confidential as we understand the small insurance community***

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

Director of Account Management Operations

2018-08-02T17:44:36-07:00

The Director of Account Management Operations will lead the team of account managers and work closely with the account managers to ensure they are providing the highest standard of service, quality and satisfaction. The Director will coach and develop the Account Managers and ensure they are delivering all core work in business planning, renewal, analysis and service with our clients while supporting their block with market, product, wellness and compliance expertise. This position is responsible for the overall management and the daily operations of the Account Management team while providing strategic direction to the Managing Partner and Executive Team on strategic direction of the department.

Commercial Lines Account Manager - Reno, NV

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

Commercial Lines Account Manager

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

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

Responsibilities of the Account Manager:

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

Requirements:

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

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

Health Insurance Enrollment Specialist - Individual & Family Plans - Sacramento, CA

2018-06-28T15:50:42-07:00

Enrollment season is coming and with that comes the need for talented individuals who can help successfully enroll members into new health care plans. We are looking for candidates who are experienced in handling Individual and family plan enrollment who can take on a 6 month temporary position beginning in September. The Member Service Specialist is responsible for ensuring the retention and satisfaction of the company’s members

Responsibilities:

Answer incoming calls through the queue
Review plans with the member and help enroll in the appropriate plan
Generate Health insurance quotes
Assist in handling claim and billing inquiries
Provide verification and clarification of benefits
Generate correspondence
Process agency billing
Provide workload status to service manager and team members
Participate in projects & assignments as directed by manager
Attend product training

Knowledge required:

Active life & Health license required and maintain CE requirements for licenses during the duration of the assignment
2+ years of experience dealing with individual and family health plans
Up to date knowledge of the association and individual plans offered by the company
Keep abreast of carrier changes and marketing campaigns
Understand how the company interacts with each carrier, carrier requirements, and carrier billing cycles
Medicare certified a plus

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

Risk Management Consultant

2018-05-10T14:26:19-07:00

Risk Management Consultant

If you are an experienced insurance professional with extensive knowledge in large commercial risks you might want to check out this opportunity. We are looking for a Risk Management Consultant with high energy, motivation and great analytical and customer service skills to be a part of an exceptional team in the Fresno area. The Risk Management Consultant’s primary responsibility will be to offer consultative services to member agencies, their management, sales and support staff in the evaluation of risks, review of insurance programs, coverage analysis and claims support on various large commercial and/or hard to place risks.

We are looking for someone with broad knowledge of the commercial insurance industry and it is preferred that the Risk Management Consultant has experience working for several years with one or more sides of the industry; with a wholesaler, carrier, agency, etc.

Responsibilities

Work directly with member agencies and staff to review and analyze large commercial accounts for proper coverage
Research industry trends and stats to understand and recommend the most appropriate coverage
Identify and analyze critical issues to help recommend and implement solutions
Analyze insureds’ loss history and claims and gather information about the client’s business practices and procedures
Prepare risk assessment reports with recommendations
Assist in the marketing and delivery of risk control services to clients and prospects
Foster relationships with carrier representatives and attend carrier product meetings
Dissect commercial policies and review for accuracy and effectiveness
Produce reports based on findings and propose adjustments as needed
Participate in client presentations and client and member meetings
Occasional travel to member agencies for meetings
Assist Executive team with internal projects as needed as well as other departments of the company as needed

Required Knowledge & Skills

5+ years’ experience in Risk Management and/or Loss Control position for workers’ compensation through employment with a carrier or as a Risk Manager/Loss Control Representative or Consultant for a business operation
Thorough understanding of various business operations and risk exposures
Experience with audit of commercial risks, premium and policies
Must be an insurance professional dedicated to the highest standard of conduct and professionalism
Team player with a positive attitude and willing to help find solutions for positive outcomes
Ability to get acquainted with 3^rd party software or websites such as carrier rating portals, reports software, agency management systems, etc. as needed for the position
Excellent leadership, problem solving and planning skills required
Knowledge of California workers’ compensation and commercial insurance regulations
Excellent oral and written communication skills with the ability to present risk analysis for a group of people
Ability to travel on occasion for member agency, client or carrier meetings
Acceptable driving record and valid California Drivers’ license and valid personal auto insurance

Compensation & Benefits

This position offers a competitive compensation that will vary based on candidate experience
The company offers health benefits, paid time off, 401k with match and discretionary bonus opportunities

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

Personal Lines Customer Service Representative

2018-08-07T11:23:36-07:00

Personal Lines Account Manager – Fresno, CA

Position Description:

We are looking for a friendly, positive, customer service oriented Personal Lines Account Manager to join our client’s agency in the Fresno area. This person will be responsible for fully servicing personal lines accounts from quote-to-issue and all the way through renewal cycles. Strong attention to detail and an eager and helpful attitude are required. A strong desire to expand and develop professionally in product and industry knowledge is a must.

Primary Responsibilities:

Quote and Issue both new and renewal policies
Accurately process Policies, Endorsements, Applications, etc.
Answer billing account questions
Perform Account Reviews
Order Reports (MVRs, Clue Reports, Etc.)
Effectively work within the personal department and as well as other departments to ensure clients with policies in multiple departments are serviced properly
Provide interested parties (coworkers, producers, etc.) with up-to-date status on accounts, per agency processes and procedures
Maintain Client Files in an accurate & timely manner (Applied Systems EPIC) – keeping them up to date and fully documented per agency processes and procedures.
Immediately inform management and appropriate producer(s) of any urgent client matters
Help fellow Team Members as needed
Promote a positive work environment

Qualifications:

2+ years of experience working in personal lines for a retail agency is required
Active California P&C license required
Excellent computer and technology skills
Strong organizational Skills
Ability to work proactively

Compensation & Benefits:

Salary (Depending on Experience), Paid Time Off, health benefits as well as various supplemental benefits, 401k & Profit Sharing Plan, available performance and sales bonuses, a health club membership and more!

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

Commercial Lines Account Manager - Construction Department - Fresno, CA

2017-10-19T14:45:57-07:00

Commercial Lines Account Manager - Construction Department

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 Commercial Lines Account Manager in the Fresno area who has experience dealing with very large construction accounts. This role requires an individual who is extremely knowledgeable in construction accounts, is professional and 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 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
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:

10 + years as an Account Manager and demonstrated proficiency in an insurance Account Management role in required lines
Current P&C license
Experience working with large construction accounts is required
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. AAI, ARM, CIC)

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

Agency Accounting Assistant - Insurance - Fresno, CA

2018-07-11T16:15:28-07:00

Agency Accounting Assistant – Insurance - Fresno, CA

The Accounting Assistant is responsible assisting with the daily processing of Accounts Receivables and Payables for an insurance organization in Fresno. The ideal candidate will have at least 1 year of experience dealing with accounting 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

Compensation and Benefits:

Competitive hourly pay plus medical benefits, paid time off and 401k

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

Risk Management Assistant

2018-01-09T15:01:43-08:00

Risk Management Assistant – Fresno, CA

Are you ready to land a position with a reputable company that offers exponential growth? If you’ve worked in an office setting and/or have knowledge of risk management or a general understanding of workers compensation this career path may be the perfect fit for you. Our client is looking for an administrative assistant for its risk management department. This person will be primarily assisting with background check compliance and the workers compensation division of the department but will provide assistance for the entire team.

Responsibilities:

Provide administrative support to the Risk Management Department, specifically the background check compliance and/or workers compensation division
Assist with general administrative tasks including general claims handling
Set up, organize, and maintain workers’ compensation files
Coordinate interviews and meetings involved with incidents or claim investigations
Serve as a liaison among team and company personnel, management and vendors; communicate using appropriate tact and discretion
Create and maintain spreadsheets and letters as needed
Maintain strict confidentiality of information and records
Attend meetings as requested; may be required to take meeting minutes.
Performs all other duties as assigned

Requirements

Minimum of 2 years’ experience in an administrative support role in a corporate environment, preferably dealing with workers compensation and/or risk management
Professional, pleasant and helpful demeanor is essential
Strong organizational skills with the ability to perform and prioritize work, multi-task and maintain excellent attention to detail
Ability to work independently with minimal guidance and direction
Ability to manage sensitive information with a high level of discretion and confidentiality
Excellent verbal and written communication skills
Proficiency in Microsoft Outlook, Word and Excel programs

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

Commercial Lines Assistant

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

Commercial Lines Assistant

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

RESPONSIBILITIES:

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

REQUIREMENTS:

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

Commercial Lines Account Manager - Agriculture Department - Fresno, CA

2018-07-30T18:25:52-07:00

Commercial Lines Account Manager – Agriculture Department

We are looking for a Commercial Lines Account Manager who is experienced in the agriculture industry. This person will join a dynamic insurance team where the drive for personal growth is rewarded and customer focus and dedication is the key to success. This role requires an individual who is knowledgeable in construction accounts, is professional and 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 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
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:

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

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

Customer Service Representative

2017-08-21T14:10:15-07:00

Customer Service Representative – Commercial Insurance – Sacramento, CA

Our client, with an active, fun and professional environment, has made customer service a top priority in their business since they opened their doors almost 20 years ago. Serving small to medium size commercial accounts, they offer commercial coverage while delivering expertise with personal assistance that is missing in the industry today.

Just as the organization puts an emphasis on customer service, it also strives to provide an environment that promotes attainable, professional growth. With several different levels within the organization, employees get to learn each step of the way. With each level of Customer Service and Account Management you gain new skills to reach the top.

We are looking for a licensed Customer Service Representative (CSR) to join our client’s team. The CSR’s responsibility is to processes commercial lines accounts for customers while providing the best customer service possible.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Marketing of accounts – all lines of commercial insurance
Create proposals
Conduct renewals for various lines and carriers
Process basic certificates, endorsements, change requests and work comp notices
Assist with claims
Other duties as assigned

EXPERIENCE, EDUCATION AND SKILLS:

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

COMPENSATION & BENEFITS:

Fully paid employee medical premium
Additional voluntary supplemental fringe benefits for employees and dependents such as Medical, Dental, Life, AD&D, EAP and LTD

Contact us today! info@insurance-relief.com, 888-292-4444

Commercial Lines Customer Service Representative - Insurance - Visalia, CA

2018-07-10T17:25:21-07:00

Commercial Lines Account Coordinator – Insurance – Visalia, CA

We are looking for a self-motivated insurance professional with an interest in growth to take on the role of Commercial Lines Account Coordinator for our retail agency client. This position is responsible for supporting the Account Manager in all administrative aspects of commercial insurance. The opportunity for growth with this agency is tremendous.

Responsibilities

Responsible for the daily service requirements on assigned book of business
Binding coverage and confirming with client, Billing, Certificates, Change requests and audit processing, Review of policies and coverage breakdowns
Gather and analyze renewal exposure information with or without producer
Independently respond to correspondence, telephone, and in-person inquiries from insureds regarding coverage, policy changes, and related matters
Market renewal business and assists producer in the marketing of new business as assigned
Processes applications
Makes recommendations to producer and revise applications as needed to reduce E&O exposure
Clarify information for company underwriters to expedite quotes
Receive and review quotes for accuracy and coverage/premium comparisons
Create and prepare proposals for clients
Assist in new and renewal proposals
Independently presents renewal proposals as assigned
Assist in premium collections as requested
Perform other job related duties as assigned

Requirements

A minimum of four years insurance experience in an assistant role for a retail agency servicing commercial lines
Active CA P&C license required
Strong technical insurance knowledge including coverage and product knowledge as well as a strong understanding of agency functions and procedures
Experience with complex, and technical accounts
Ability and willingness to work in an environment of constant product and market changes
Experience working in a paperless environment and with MSWord and Excel, is required
Knowledge of an agency management system such as TAM, Applied, EPIC, Sagitta preferred
Demonstrated ability to effectively communicate verbally and in writing with individuals at all levels, both within and outside the agency
Ability and willingness to travel with Producer to insureds, prospects, or markets as needed
Good interpersonal communication, customer service, and time management skills essential
Ability to read, write and understand English required, bilingual in Spanish a plus

Why Insurance Relief™?

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

Commercial Lines Account Manager - Property & Casualty Insurance - San Luis Obispo, CA

2018-06-27T17:28:14-07:00

Commercial Lines Account Manager – Property & Casualty (San Luis Obispo, CA)

Are you a Commercial Lines Account Manager ready to start looking for your next opportunity? How about an opportunity with a team that is growing exponentially? We are seeking an energetic, experienced Commercial Lines Account Manager to work with a very reputable Insurance Brokerage in the San Luis Obispo area. The right candidate must have experience working in a brokerage or agency dealing with multiple carriers, 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, tenured 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.

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 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
Bilingual in Japanese and English speaking is strongly preferred

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

Personal Lines Account Manager

2018-08-09T13:40:45-07:00

Personal Lines Agent/Account Manager - Roseville, CA

Are you currently in a personal lines role with a retail agency and looking for your next opportunity to grow? Our client in Roseville 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 various departments 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

Commercial Lines Account Manager - Fresno, CA

2016-11-10T16:43:33-08:00

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 Fresno. Join a team where it feels like family, where there is drive for personal and professional growth is very present.

We are looking for an experienced Commercial Lines Account Manager in the Fresno 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:

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

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

Commercial Lines Customer Service Representative

2018-08-09T15:12:40-07:00

Temporary Commercial Lines Customer Service Representative – Commercial Insurance – Sacramento, CA

Our client in Sacramento, a customer-centric, retail insurance agency is looking for temporary associate to make sure that nothing falls through the cracks during the busy season. Serving small to medium size commercial accounts, the agency delivers expertise and customer service with the personal touch that is missing in the industry today.

Just as the organization puts an emphasis on customer service, it also strives to provide an environment that promotes attainable, professional growth. With several growth opportunities employees get to learn each step of the way. Though this position is temporary, there could be an opportunity for temp to hire for a candidate who proves that they are the go-getter this agency can’t live without.

ESSENTIAL DUTIES & RESPONSIBILITIES:

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

EXPERIENCE, EDUCATION AND SKILLS:

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

COMPENSATION & BENEFITS:

Competitive compensation and benefits package provided

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

Commercial Lines Account Manager

2017-04-27T17:00:00-07:00

Commercial Lines Account Manager

We are looking for an experienced Commercial Lines Account Manager to provide exceptional customer service to our client’s valued customers on a daily basis. As an Account Manager for our client you will be joining one a of the top 10 P&C brokerages in the Sacramento area.

Primary Responsibilities of the Commercial Lines Account Manager:

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 4 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
Knowledge of Microsoft office Suite and TAM a plus

Benefits & Compensation:

Base salary plus discretionary bonus available
Medical Benefits
Vacation, sick time and retirement plan

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

Workers' Compensation Claims Consultant

2018-08-09T18:12:31-07:00

Workers Compensation Claims Consultant - Visalia, CA

If you have a background in Workers Compensation Claims and a knack for client interaction, this career opportunity may just be the perfect fit for you. This position is with a hardworking, ever growing, retail agency that is looking for candidates with a strong background in Workers Compensation and claims.

As the Claims Consultant you will be the primary point of contact for carrier representatives and agency clients providing customer support and guidance in the risk management and claims filing process. The Work Comp Claims Consultant will be a fundamental part in ensuring client retention and satisfaction during the claims progression.

Responsibilities:

Work directly with clients to assess risk and proactively help minimize potential claims by assessing potential risk hazards
Responsible for face-to-face meetings with clients on a regular basis
Coordinate the claims communication and processes between the client and carrier, to ensure efficient flow of claims filing
Create and maintain an environment that fosters customer service
Work closely with clients to help gather the appropriate information to file a claim
Keep in steady contact with carriers and representatives throughout each claim process
Maintain claim files, diary, and/or record keeping, etc.
Review and audit regularly
Answer basic coverage questions and interpret policy language
Responsible for accurate filing of all claims
Other administrative duties pertaining to claims as needed

Required Skills & Experience

Minimum of 5 years relevant experience handling workers compensation claims with proven experience managing complex claims including analysis, investigation and evaluation
Ability to travel on a regular basis (mostly day trips with occasional overnight travel)
Microsoft Office Suite experience and knowledge required (intermediate to advanced)
Excellent customer service skills
Ability to communicate effectively via email, over the phone and in person
P&C license and or a combination of education and professional insurance designations

Compensation & Benefits

Competitive salary and benefits package
401k, vacation, sick time and paid holidays

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

Personal Lines Customer Service Representative - Insurance - Sacramento

2018-03-07T12:57:18-08:00

Personal Lines Customer Service Representative - Insurance - Sacramento

Are you a self-motivated individual with experience in the insurance industry? We are looking for you. If you have experience in personal lines insurance and want to join a growing insurance agency in Sacramento this could be the perfect opportunity for you.

Responsibilities

Quote, rate and sell all personal lines of coverage
Round out accounts via cross-selling other personal/commercial products to existing clients
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 necessary new business applications
Maintains agency files and computer data

Required skills

Must have a P&C license
A minimum of two years of experience in a personal lines customer service position at a retail agency
Experience with multiple personal lines insurance carriers
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

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

Certificates Specialist

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

Certificates Specialist – Commercial Insurance

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

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

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

Daily Responsibilities:

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

Requirements:

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

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

Commercial Lines Account Manager

2018-08-08T12:52:34-07:00

Senior Commercial Lines Account Manager

Are you ready to make a career change? Our client, a small local office with a large book of business and the backing of a much bigger organization, is looking for a Senior Commercial Lines Account Manager in the Fresno area. Join a team where it feels like family and personal and professional growth is encouraged.

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

Responsibilities of the Account Manager:

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

Requirements:

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

Utilization Review Nurse

2018-08-08T13:28:20-07:00

Utilization Review Nurse – Folsom, CA

Our client, a well-known Third Part Administrator of group health plans, is looking for an experience Utilization Review Nurse to join their growing team of health insurance professionals. The Utilization Review Nurse is responsible for various tasks with respect to medical care authorization, delivery and management of care. The Utilization Review Nurse will be part of a management team and follows best practices and principles to ensure the highest quality and cost-effective care.

Responsibilities:

Work in-office daily with consistent attendance
Authorize medical services by using medical policy guidelines of the department to process sensitive and confidential information; refer the request to an RN Medical Case Manager or a Physician Reviewer as appropriate.
Serve as a liaison between the case manager and medical management coordinators regarding medical review issues
Conduct pre-certification, concurrent, retrospective, out of network and appropriateness of treatment setting reviews within scope of licensure by utilizing appropriate medical policies and clinical guidelines in compliance with department guidelines and consistent with the member’s eligibility, benefits and contract
Develop relationships with physicians, healthcare service providers, and internal and external customers to help improve health outcomes for members.
Communication with hospitals, physicians, and subscribers regarding certification of hospital admissions, outpatient services and post procedure follow up
Maintains communication between insured, medical provider, and insurance company.
Educates the member about plan benefits and contracted physicians, facilities and healthcare providers. Refers treatment plans/plan of care to case manager, peer clinical reviewers in accordance with established criteria/guidelines and issue medical necessity non-certifications if needed.
Examine DRG pre-certification, certification of admissions, and continued stay
Maintain medical standards for all clients based on their individual health benefit plans
Maintains compliancy with regulation changes affecting medical management
May assess and consult with peer clinical reviewers, Medical Directors and/or delegated clinical reviewers to help ensure medically appropriate, quality, cost effective care throughout the medical management process
Review all medical reports to identify treatment requests within 24 hours of receipt
Review medical information from various out of state facilities as necessary
Review medical reports thoroughly to ensure treatment is consistent with the diagnosis provided and follow up with continued patient care
Perform other duties and responsibilities as assigned by the Management.

Requirements:

2+ years of clinical experience with at least 1 year of case management or utilization review experience; or equivalent and any combination of education, training, and/or experience, which demonstrates ability to perform the duties described
Knowledge of all state and federal mandated laws and regulations
Understanding and ability to utilize evidence based medical guidelines
Ability to effectively evaluate patient care
Strong knowledge of medical terminology
Ability to work independently and within a team environment, including ability to coordinate a team for effective results
Strong verbal and written communication skills and ability to present information effectively, tailor presentations to a wide variety of audiences (including executive management), present complex concepts and recommendations clearly for management decision-making purposes.
Strong customer service skills
Strong organizational skills which support timely and well documented action to manage concurrent deadlines and multiple priorities
Ability to continue adjusting in a dynamic and fast-paced environment
Intermediate working knowledge of Microsoft Office, Excel, windows based products, and other types of standard office equipment. Minimum 45wpm and 10 key by touch preferred.
Must be able to work within core hours of operation 7am to 5pm Monday through Friday

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

Health Insurance Account Representative

2018-08-02T10:46:17-07:00

Employee Benefits Account Manager – Small Group Life & Health

Do you have the knowledge and drive to grow and retain a book of small group business in a fast-paced environment? If you have experience dealing with small group health accounts and possess excellent customer service and processing skills, we want you! Our client, located in the Sacramento area, is seeking a strong, self-motivated candidate who can run a full desk 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
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