Job Feed

Commercial Lines Customer Service Representative

2017-07-21T18:44:04-07:00

Commercial Lines Account Manager – Fowler, CA

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 Fowler 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)

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

Employee Benefits Account Manager - Insurance - Group Health

2017-07-13T13:10:09-07:00

Employee Benefits Account Manager - Insurance - Group Health

A premier global insurance brokerage that is on the cutting edge of technology, service and customer experience is looking for an experienced Employee Benefits Account Manager to join their growing team. We are looking for someone with 3+ years of experience working in an independent insurance brokerage. This person will support very successful producers with the management of books of business consisting of small, mid and some large group accounts.

This is a great opportunity for an exceptional Account Assistant or Customer Service Support person that would like to take the next step into Account Management.

The company offers unlimited resources to its clients as well as its employees. The organization is considered one of the best places to work and has tremendous growth and learning opportunities for all of its employees.

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 packag with generous PTO and 401k

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.

insurance-relief.com

info@insurance-relief.com

888-292-4440

Commercial Lines Account Manager - Napa, CA

2017-07-11T14:39:58-07:00

Commercial Lines Account Manager – Property & Casualty
Napa, 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 Napa 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
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

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

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

Commercial Lines Account Manager

2017-07-06T15:45:24-07:00

Commercial Lines Account Manager - Insurance - Property and Casualty

We are looking for an experienced, licensed Commercial Lines Account Manager for and established agency in the East Bay.

The right candidate will have 4-5 years of experience handling a book of business that consists of all lines of coverage. Experience with Commercial Property, BOPs, Retail, Contractors, Restaurants and Work Comp is preferred. This person will support the producers by helping with renewals, customer service, directing claims questions, issuing certificates of insurance, endorsements, and invoicing.

A full benefits package including life, health, dental, vision, profit sharing and 401K is offered along with a very competitive salary for the right person.

If you are interested in hearing more about this opportunity and others like it, please don't hesitate to call Insurance Relief today!

www.insurance-relief.com

888-292-4440

khouston@insurance-relief.com

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

Commercial Lines Customer Service Representative - Visalia, CA

2017-06-30T12:21:21-07:00

Commercial Lines Customer Service Representative – Commercial Insurance – Visalia, CA

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

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.

ESSENTIAL DUTIES & RESPONSIBILITIES:

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

EXPERIENCE, EDUCATION AND SKILLS:

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

COMPENSATION & BENEFITS:

Competitive compensation and benefits package offered

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

Commercial Lines Account Manager - Hanford, CA

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

Commercial Lines Account Manager – Insurance - Hanford, CA

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

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

Duties will include:

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

Job Qualifications:

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

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

Commercial Lines CSR

2017-06-30T13:22:57-07:00

Commercial Lines Customer Service Representative – Commercial Insurance – Stockton, CA

ESSENTIAL DUTIES & RESPONSIBILITIES:

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

EXPERIENCE, EDUCATION AND SKILLS:

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

COMPENSATION & BENEFITS:

Competitive compensation and benefits package provided

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

Senior Personal Lines Account Manager - Insurance - Fresno, CA

2017-06-30T13:44:39-07:00

Senior Personal Lines Account Manager - Insurance – Fresno, CA

Are you a personal lines insurance professional with a background working in a retail agency? Our client is searching for an independent, self-starter with the ability to get the job done. This position is an Account Management role with team lead functions which consists of the service and some sales of personal lines insurance products. The position offers the opportunity for the right candidate to promote to the Personal Lines Department Supervisor.

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

Commercial Construction Defect Claims Liaison - Sacramento, CA

2017-04-27T16:53:41-07:00

Commercial Construction Defect Claims Liaison - Sacramento, CA

If you have a background in Commercial 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 commercial insurance claims, specifically construction defect, property and commercial auto claims.

As the Commercial Claims Liaison 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 Claims Liaison 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 all types of commercial claims, especially construction defect with proven experience managing complex claims including analysis, investigation and evaluation
Ability to travel to client sites on a semi-regular basis
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! Click here to chat live or contact us at info@insurance-relief.com, 888-292-4440.

Senior Claims Adjuster - Workers' Compensation

2017-03-16T11:58:13-07:00

Workers’ Compensation Claims Adjuster – Sacramento, CA

The Worker’s Compensation Claims Adjuster is in charge of managing a full desk of large, litigated workers’ comp claims. This position is responsible for the prompt and efficient examination, investigation and settlement of claims through effective research, negotiation and interaction with claimants and attorneys. The Claims Adjuster will be responsible for understanding the California Labor Code and administration of claims.

Responsibilities:

Assess coverage and review claims for purposes of investigations, action plans, evaluation, fraud and claim resolution
Complete quality investigations by gathering all pertinent information to include but not limited to investigation and medical records and data
Investigate new claims to determine compensability and subrogation possibilities, determine if subrogation exists and take steps necessary to initiate recovery efforts
Conduct a thorough analysis of liability and continually assess exposure and evaluate for accurate reserves
Calculate and provide disability benefits
Determine liability for permanent disability, mitigation of costs and resolution of claim
Oversee litigation and coordination of claims handling with defense team

Qualifications:

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

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

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

Personal Lines Customer Service Representative - Insurance - Sacramento

2017-04-27T17:05:10-07:00

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

Insurance Accounting Representative - Fresno, CA

2017-06-27T14:56:21-07:00

Agency Accounting Assistant – Insurance - Fresno, CA

The Accounting Assistant is responsible for 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 functions within the insurance industry or related field. We are looking for an analytical person with extreme attention to detail.

Responsibilities:

Receive premium checks and review for accuracy
Distribute money and post to appropriate accounts
Run appropriate reports and print invoices
Conduct monthly reconciliation
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
Excellent mathematical skills
Working knowledge of Microsoft Office Suite including Excel
Experience dealing with an insurance agency management system such as TAM/Applies, EPIC, Sagitta, etc.
Experience dealing with and reconciling multiple bank accounts
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! Click here to chat live or contact us at info@insurance-relief.com, 888-292-4440

Personal Lines Account Manager - Insurance - Modesto, CA

2017-04-27T17:19:39-07:00

Personal Lines Account Manager – Insurance – Modesto, CA

Are you ready to start the path for exponential growth? We are seeking a self-starter in Modesto, California with strong initiative, excellent customer service skill, attention to detail and a positive attitude. The Personal Lines Account Manager is responsible for providing day to day customer service and sales to current and prospective clients.

Responsibilities:

Responsible for managing an established book of personal lines business while working to reach sales goals for new business
Work directly with the customer to educate/recommend appropriate coverage to meet clients' needs
Prepare quotes and proposals for new business
Process new and renewal policies
Maintain electronic client files and logs
Assists clients with claims
Additional duties as assigned

Requirements:

Active Property and Casualty Agents/Brokers license
Minimum of 2 years’ experience dealing with personal lines insurance, including a strong knowledge of insurance terminology, concepts and coverage.
Familiar with Paperwise, FSC Rater, MS Office products and a Windows based environment
Ability to set priorities and perform multiple tasks
Ability to negotiate
Ability to work in a paperless environment
Strong customer service skills and focus
Excellent communication skills via in person, telephone and email
Strong organization, attention to detail and the ability to multitask
Must be able to work in a team environment

Compensation & Benefits

Great hourly pay plus commission on new lines of coverage added to existing clients and/or brand new business
Medical benefits package

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

Employee Benefits Assistant - Group Health Insurance - Visalia, CA

2017-06-28T14:30:56-07:00

Employee Benefits Assistant – Group Life & Health – Visalia, CA

If you have experience working in the administrative functions of group benefits you’ll want to explore this awesome career opportunity. Our client is seeking a strong, self-motivated candidate who has experience dealing with various sized employee groups, customer service and processing. The Employee Benefits Assistant will be responsible for assisting the department in the day-to-day management, processing and customer service or benefit groups.

Responsibilities:

Responsible for providing backup to the customer service department by providing outstanding customer service
Responsible for supporting the sales team in processing new business and assisting with marketing projects
Stay organized and participate in daily and monthly team meetings
Maintain current and accurate notes and files in customer database
Complete client service tasks related to new business set up and applications as well as renewal applications and policy research
Respond in a timely manner to client requests via email, phone and in person
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
1+ years’ experience working with employee benefits
Knowledge of multiple health and life 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! Click here to chat live or email/call us at info@insurance-relief.com or 888-292-4440

Commercial Lines Customer Service Representative - Insurance - Visalia, CA

2017-06-27T13:35:51-07:00

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™?

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

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™?

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