Job Feed

Risk CSR (P&C Insurance) - Marin County

2018-06-06T15:25:34-07:00

Risk CSR- San Rafael

If you are an experienced Risk CSR with high energy, motivation and customer service skills, we want you!

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

Responsibilities

Analyze insureds’ loss history and claims
Prepare risk assessment reports with recommendations
Assist in the marketing and delivery of risk control services to clients and prospects
Maintain relationships with and conduct regular field visits with carrier representatives

Required Knowledge & Skills

CSP (Certified Safety Professional) a preferred
OSHA 500 Certified Trainer preferred
Excellent problem solving and planning skills required
Knowledge of California food and agriculture business preferred
Bi-lingual/Bi-cultural preferred
Must be professional, responsible, organized and self-motivated
Proficient in Microsoft Word, Excel and PowerPoint required
Proficient in preparing reports via word processing and/or report writing software required
Excellent oral and written communication skills with the ability to present risk analysis for a group of people
Experience conducting safety meetings and presentations
Must be well versed in OSHA and other Federal and State Safety Compliance regulations

Personal Lines Account Executive/Producer - Palo Alto, Ca

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

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

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

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

Responsibilities:

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

Requirements:

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

Compensation & Benefits

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

Commercial Lines Account Coordinator

2018-07-25T18:52:48-07:00

As an account coordinator you will be an integral part of a team designed to service the needs of our customers and prospective customers in a timely and efficient manner.

Most work will flow to you directly from customers and/or account managers for which you will support. Assisting customers in understanding their insurance program and maintaining their policies according to all applicable updates and changes. Claims management is an integral part of an account coordinator’s day to day functions. As such account coordinators make sure that claims are reported timely and that customers are kept up to date on the status of their claims.

Certificates of insurance and contract review for customers including OCIP contracts
Prepare CIDW for customers for ease of business with Patra
Obtain AI’s, Waivers, Primary Wording and attach to CIDW
Call on carrier cancelation notices to customers and follow up
Order loss history reports as needed
Support Account Management team on any and all items related to service of current customers and new business prospects
Assist customers with audits, coverage questions, inspections, claims
Assist with office procedures to support efficiency
Review contractor/subcontractor agreements for insurance requirements and necessary changes which should be made to policies
Prepare quarterly claims reviews for designated clients
Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business.
Attend and complete any training sessions or assignments as required.
Perform other tasks on projects as needed/assigned.

Insurance Relief Boiler Plate – For Candidates

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

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

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

Commercial Lines Account Manager in the East Bay

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

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

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

Position Responsibilities:

· Service current client accounts

· Evaluate and provide appropriate recommendations regarding client coverage and risks

· Round out accounts with recommendations on addition coverages

· Complete applications and renewals

· Coordinate efforts of loss control and additional services

· Claims reporting and handling

Requirements:

· Active P&C license required

· 5+ years of experience in a commercial insurance environment

· Strong customer resolution skills

· Experience with an agency management system such as TAM, EPIC, AMS 360, or other system

· Proficiency in Microsoft Office suite

· Up-to-date knowledge and skills of current technology required to work in a highly automated and paperless environment

· Must have excellent technical/analytical/mathematical/communication skills with the ability to rate, process quotes and create proposals

· Must be capable of demonstrating knowledge of insurance coverage knowledge for a wide variety of SIC codes

Assistant Commercial Account Manager

2018-11-08T16:25:31-08:00

Our client continues to grow and they have an immediate opening for an energetic Assistant Account Manager that will be responsible for providing technical and administrative support to their Account Managers and Producers.

Primary responsibilities:

servicing a designated group of clients in tandem with the account managers
review and issuance of Certificates of Insurance in accordance with our brokerage procedures (Our service goal is to process certificates within one business day upon receipt of request)
provide support with the preparation of specifications, proposals, and summaries.
enter policy and client information into the Agency Management System
processes change requests
verifies the accuracy of endorsements and premium audits
prepare and distribute Auto ID cards, order reports as directed and conduct initial policy checking

Our client is located in Walnut Creek, CA, is an independently owned insurance brokerage company offering risk management and commercial property/casualty insurance services to middle market commercial clients in the western U.S. We specialize in insurance programs for a variety of industries including construction & development, food & beverage, life sciences & technology, manufacturing, real estate & property management, service, solar/renewable energy and wholesale & retailers.

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

Commercial Lines Account Manager

2018-09-20T17:21:03-07:00

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

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

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

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

Position Responsibilities:

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

Requirements:

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

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

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

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

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

Employee Benefits Account Manager - Marin County

2018-12-03T14:20:41-08:00

Employee Benefits Account Manager – Small Group

Come and be part of an amazing team with tremendous growth potential! Our client in the San Francisco Bay Area is looking for your small group account management experience. If you still love what you do and aren’t burnt out yet… bring your fire to a place where you’ll be appreciated, or at least compensated well!

We are looking for a strong, self-motivated candidate who can manage and maintain a book of business for small groups. You will be responsible for day to day account management, have amazing customer service skills, be familiar with multiple carriers, and have the ability to process new business as well as renewals. Oh, and a Life & Health license is a must!

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

Personal Lines Account Manager

2018-12-17T14:22:35-08:00

Personal Lines Agent/Account Manager

Are you looking for a new career? Are you interested in the insurance industry but don’t have experience? Our client near Redwood City is willing to train the right person and cover the cost of licensing. This could be your opportunity to explore the lucrative insurance world! You just need to be motivated and willing to learn!

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

Commercial Lines Account Manager - San Jose

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

Commercial Lines Account Manager – Property & Casualty

Are you stuck in the same old work routine day in and day out? Would you like 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 Francisco Bay Area.

Imagine having the ability to manage a fast-paced desk that provokes healthy challenges and rewarding results! You will be working 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.

All you need is a couple years of experience working in a brokerage or agency dealing with multiple carriers, your P&C license, and a great “CAN-DO” attitude!

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

Commercial Line Associate / CSR / Assistant / San Jose

2018-10-24T17:11:47-07:00

Essential Duties & Responsibilities

Assist Account Manager in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved.
Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits.
Ordering and reviewing loss run and claim status reports.
Documenting client files regarding action items, follow up of outstanding issues, and completed tasks
Complete applications as needed.
Create certificate notebooks.
Managing expiration lists.
Process incoming mail to include policies, endorsements, invoices, loss control
Set up original policies in binders.
Draft a Summary of Insurance for review
Verify that Endorsements are accurate, prepare the invoice, transmit a signed copy to the client
File monthly installment and direct bill invoices, loss runs, and loss control reports.
Assist Client Administrator in handling business after the sale has been made and preparing for the marketing of renewal business.
Gather and confirm information regarding new and renewal business through telephone and email contact with underwriters and clients
Establish and maintain positive and effective working relations with other Associates and clients

Qualifications

A bachelor’s degree or ability to receive the degree within two to three months, or a minimum of 1-2 years industry Property & Casualty experience showing increasing responsibility directly related to the performance of the above duties is required.
Obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors License.
Proficient with Microsoft Office software (Word, Excel, and Outlook).
Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.

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

Employee Benefits Account Executive - Menlo Park

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

Employee Benefits Account Manager – Large Group

Come and be part of an amazing team with tremendous growth potential! Our client in the San Francisco Bay Area is looking for your large group account management experience. If you still love what you do and aren’t burnt out yet… bring your fire to a place where you’ll be appreciated, or at least compensated well!

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

Employee Benefits Account Manager

2018-10-30T17:05:35-07:00

Employee Benefits Senior Account Manager/Account Executive - San Francisco, CA

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

Primary Responsibilities

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

Requirements

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

Compensation & Benefits:

Very competitive salary plus exceptional benefits package

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

Commercial Lines Account Manager - Oakland

2018-10-30T18:23:58-07:00

Commercial Lines Account Manager – Property & Casualty

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.

All you need is a couple years of experience working in a brokerage or agency dealing with multiple carriers, your P&C license, and a great “CAN-DO” attitude!

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

Commercial Lines Account Manager - Novato

2018-10-30T19:27:52-07:00

Commercial Lines Account Manager – Property & Casualty

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.

All you need is a couple years of experience working in a brokerage or agency dealing with multiple carriers, your P&C license, and a great “CAN-DO” attitude!

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

Commercial Lines Account Manager - San Jose

2018-10-30T19:29:44-07:00

Commercial Lines Account Manager – Property & Casualty

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.

All you need is a couple years of experience working in a brokerage or agency dealing with multiple carriers, your P&C license, and a great “CAN-DO” attitude!

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

Commercial Lines Assistant

2018-11-08T16:03:15-08:00

Commercial Lines Assistant– Insurance – Santa Cruz, CA

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

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
- General liability
- Follow up on Notices of Cancellation
- Auto ID Card Issuance
- Policy Change Requests
- Follow up for Renewal Policy Issuance
- Renewal Proposals
- Invoicing
- Process Audits
Responsible for timely, accurate invoicing and monthly expirations
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity

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

REQUIREMENTS:

Must have an active California Property and Casualty 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.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
Strong verbal and written communication skills
Customer service oriented
Willingness to learn and take direction from others
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra
Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

Personal Lines Account Manager - San Jose

2018-11-01T17:07:19-07:00

Personal Lines Agent/Account Manager

Insurance – San Jose, CA

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

Responsibilities

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

Qualifications and Requirements

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

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

Employee Benefits Account Manager - Lafayette

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

Employee Benefits Account Manager – Large Groups – Lafayette, CA

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

Responsibilities

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

Qualifications

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

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

Benefits

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

Salary

Based on experience

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

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.

Employee Benefits Account Executive - San Jose

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

Employee Benefits Account Executive– Large Group

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

Commercial Lines Producer

2018-11-02T11:57:01-07:00

Commercial Lines Producer

A well-known independent agency in Walnut Creek is seeking to expand their commercial lines department. The team is looking to add a Commercial Lines Producer who has sales experience. They are willing to train and assist this person with retaining their Property & Casualty license.

Job Duties:

The person will be cross selling products to current clients as well as assisting in bringing in new business. The individual will also be responsible for marketing new and renewal business, assisting in inquiries from insureds regarding coverage, policy changes, premium payments and related matters. Must meet all expected companies sales goals and objectives.

Responsible for bringing in new, profitable business revenues and renew accounts in keeping with agency and individual goals.

· Meet and/or exceed all sales goals and performance objectives.

· Contact and qualify prospective clients and explain features and merits of

· Develop all information and recommendations for prospective and renewal accounts including completed applications

· Document results of all visits in the Agency Management System

· Maintain current, accurate sales records and submit timely sales reports to VP of Sales

· At renewal, with the Account Manager, anticipate future needs & changes to the Business Insurance program

· Develop relationships with internal marketing, sales, loss control, claims and benefit staff/departments to further service the needs of clients

Skills and Qualifications:

Needs to have 1 to 3 years of sales experience in insurance or another pertinent industry.

Ability to work out of or commute to the Walnut Creek location on a weekly basis.

Employee Benefits Broker / Account Manager / Life & Health / Insurance / Walnut Creek

2018-11-02T11:59:37-07:00

Do you have a background in Group Benefits? Are you ready to make that career move you promised yourself you’d explore in the new-year? Join an innovative, fast-paced environment that offers tremendous growth. Our client is passionate about exceeding customers’ expectations with a team of long-term employees.

The Employee Benefits Broker will be responsible for prospecting and securing clients and servicing accounts. Top tier candidates will have a proven sales record and demonstrated ability to build successful relationships. The broker will have a confident, “can do” attitude with a genuine, honest and high ethics. Its also key for this person to have strong verbal and written communication skills paired with superb time management and follow up skills.

Essential Duties and Responsibilities:

Responsible for the solicitation and acquisition of new Employee Benefits clients in B2B setting
Prospect by identifying business needs and proposing company products and services.
Obtain prospects and actively pursue and create interest by telephone calls and making personal visits.
Develop expertise in Employee Benefits by networking and participating in professional development activities.
Cross sell other company lines of business (business and personal insurance)
Primary contact for management of all assigned client accounts
Effectively manage multiple clients in accordance with Employee Benefits practice service requirements and best in order to sustain client retention
Responsible for developing strategic overview on accounts, arranging strategy meetings, requesting information from the markets and client, and reviewing all documents pertaining to clients needs
Active Life and Health License required

Compensation & Benefits:

This is a salaried position plus commission on all new and renewal business. Exceptional benefits package including medical, dental, vision, life insurance, 401k and more.

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

Commercial Lines Assistant

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

Commercial Lines Assistant– Insurance – San Jose, CA

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

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

REQUIREMENTS:

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

Personal Lines Assistant Underwriter - Stockton

2018-12-10T11:41:49-08:00

Our client, a large, well-known MGA is looking for a Personal Lines Assistant Underwriter for its Stockton office. This company strives to promote a work environment that supports career development and professional growth. The organization also understands that while salary is a very important aspect in any career, there is more to compensation than money which is why it offers rewards in benefits, training, and development as well as employee recognition. Are you a personal lines insurance professional looking for the next step in your career? We are looking for an independent, self-starter to take on this role.

Responsibilities

The Personal Lines Assistant Underwriter will be responsible for assisting in the management of an existing book of business while quoting and underwriting new business applications
Evaluate and rate risks to determine proper coverage and pricing
Cultivate and implement strategic marketing plan to develop new and renewal business
Monitor key business metrics to ensure adequate amounts of new business is being written and renewal retention goals are being met

Qualifications and Requirements

Active California P&C License required
A minimum of 1 year of personal lines underwriting experience with a carrier or MGA is required
Strong oral and written communication skills
Excellent customer service skills
Proficient in various computer systems such as Microsoft Office Suite

Compensation and Benefits

Competitive salary
Full medical benefits
401k and paid time off

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

Underwriting Assistant

2015-03-02T19:54:52-08:00

Commercial Underwriting Assistant - Commercial Insurance

We are looking for a commercial insurance Underwriting Assistant to support the underwriting department in all areas of the Underwriting process. The ideal candidate will be very analytical and detail oriented with some have experience in commercial insurance.

Responsibilities

Professionally call customers for missing information or documentation
Handle accurate data entry
Process endorsements and change requests per written instructions
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
Gather information needed for various lines of coverage
Loss run reporting, MVR’s and other third party requests for information
Prep files for audit and non-renewal
Complete department specific reports, counts or projects

Requirements

P&C license preferred but not required
3+ years of experience in Underwriting Assistant work
Experience and working knowledge with Microsoft Office Suite including Access
Knowledge of various commercial insurance risks including professional liability, EPLI, workers comp , general liability and property
Strong attention to detail
Task oriented with the ability to abruptly change direction

Additional Details

This is a temporary to hire position
Pay rate will vary based on experience
Medical, dental and vision benefit plans offered through Insurance Relief during temp assignment

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

Commercial Lines Account Manager

2018-10-17T13:36:01-07:00

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

IT Assistant

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

IT Specialist

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

Responsibilities Include:

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

Requirements:

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

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

Personal Lines Customer Service Representative

2018-10-17T14:56:40-07:00

Personal Lines Account Manager – Sacramento, 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 Sacramento, CA area. This person will be responsible for fully servicing personal accounts from quote-to-issue and all the way through each renewal cycle. 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:

This is a temporary to hire role, however our client is willing to consider a direct hire for a stellar candidate. The position offers a competitive salary (Depending on Experience) and health benefits. Once,the employee is converted to the clients payroll, employee will begin receiving accrued PTO, health benefits as well as various supplemental benefits and retirement plans.

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

Commercial Lines Customer Service Representative

2018-10-24T19:52:54-07:00

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

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

Sales Executive - Contract Surety

2018-09-06T16:46:47-07:00

Sales Executive – Surety - Sacramento, CA

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

RESPONSIBILITIES:

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

EXPERIENCE AND SKILLS:

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

COMPENSATION & BENEFITS

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

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