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Commercial Lines Customer Service Representative - Fresno

2018-06-20T13:01:38-07:00

Commercial Lines Customer Service Representative

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

Primary Responsibilities:

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

Requirements:

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

Benefits & Compensation:

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

Social Media Assistant

2018-06-20T19:25:05-07:00

We are looking for a motivated, self-starter with experience working with various social media platforms to join our corporate office team at PrideStaff in Fresno. PrideStaff, Inc. is a fast growing national staffing and employment agency providing staffing and recruiting for multiple industries and job openings. PrideStaff is seeking a high energy, full-time Social Media Assistant. This position is responsible for supporting marketing functions such as branding, social media, and maintaining PrideStaff’s online reputation. This role will work closely with the Digital Marketing Specialist and marketing team to coordinate marketing initiatives across multiple platforms, ensuring consistency in voice, and building customer relationships and brand awareness.

Role & Responsibilities

Maintain brand reputation on digital platforms
Monitor online customer experiences through brand mentions and reviews
Tactfully address customer concerns on public platforms
Assist the Digital Marketing Specialist in observing trends and compiling data on customer experiences
Maintain social media presence and deliver content on platforms including (but not limited to): Twitter, Facebook, LinkedIn, Google+, Yelp, etc.
Coordinate social media coverage for events
Stay up-to-date with social trends, behaviors, and content usage
Assist with social media audits

Requirements

1-2 years of related marketing experience
Exposure to social media best practices and techniques
Excellent verbal and written communication skills
Strong analytical, critical thinking and problem solving skills
Ability to prioritize and multi-task in a fast-paced environment

Preferred Skills

Bachelor’s degree in Marketing, Communications, Journalism, or Public Relations
Experience with social media management tools and software
Writing and graphic design experience

More about PrideStaff

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

Account Executive - Insurance Sales

2018-06-18T12:49:07-07:00

A very well established agency that is the fastest growing in their particular segment is seeking an experienced Employee Benefits Sales Executive. 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:

Please call 888-292-4440

email at: info@insurance-relief.com

www.insurance-relief.com

***All inquiries are considered strictly confidential***

Commercial Lines CSR

2018-06-06T15:23:15-07:00

Commercial Lines Customer Service Representative – Commercial Insurance – San Rafael, 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.

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

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, 888-292-4444

Risk Advisor

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

Risk Advisor - San Rafael

If you are an experienced Risk Advisor with high energy, motivation and great analytical and customer service skills, we want you! The Risk and Loss Control Management position requires comprehensive risk assessment responsibilities evaluating business operations for various large commercial accounts.

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

Thorough understanding of various business operations and risk exposures

Dissect commercial policies and review for accuracy and effectiveness

Experience with audit of commercial risks, premium and policies

Gather information about the client’s business practices and procedures

Produce reports based on your findings and propose adjustments as needed

Responsibilities

Review and analyze large commercial accounts for proper coverage
Identify and analyze critical issues to help recommend and implement solutions
Analyze insureds’ loss history and claims
Prepare risk assessment reports with recommendations
Required overnight travel of up to 4 days per month
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

5+ years’ experience in Risk Management and/or Loss Control position for workers’ compensation through employment with a carrier or as a Risk Manager/Loss Control Representative or Consultant for a business operation
Bachelor’s degree in business, agriculture and/or safety related fields a plus
CSP (Certified Safety Professional) a preferred
OSHA 500 Certified Trainer preferred
Excellent leadership, problem solving and planning skills required
Extensive knowledge of California workers’ compensation insurance
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

Benefits Account Manager/Account Executive

2018-05-22T17:16:17-07:00

Employee Benefits Account Manager – Group 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 and retention on a designated book of business

Responsibilities:

Responsible for providing outstanding customer service to client groups ranging from 100-500 lives
Process new business, market both new and renewal business
Provide timely and courteous service and assistance to clients meeting or surpassing the customers’ expectations
Stay organized with daily and monthly account management meetings and email correspondence to clients, carriers, etc.
Maintain current and accurate customer database files by updating/uploading proper documentation
Complete client service tasks related to new business set up and applications as well as renewal applications and policy research
Occasional travel to clients place of business for open enrollment or proposal and/or renewal meetings as needed

Requirements:

Active CA Life & Health License required
3+ years’ experience working with employee benefits
Knowledge of multiple health insurance carriers a must
High School Diploma required
4-year college degree preferred
Proven ability to be self-motivated enough to get work done form a home office
Very well organized ad able to handle multiple tasks with the ability to prioritize
Ability to effectively communicate via email, phone and in person in a sincere, kind and professional manner

Compensation and Benefits:

Competitive salary and benefits package including; paid time off, 401k and more!

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

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

Personal Lines Account Manager

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

Personal Lines Agent/Account Manager

Insurance – San Jose, CA

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

Responsibilities

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

Qualifications and Requirements

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

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

Commercial Lines Account Manager

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

Commercial Lines Account Manager – Insurance
San Rafael, CA

We are looking for a Commercial Lines Account Manager with high-energy, who is team-oriented, people-friendly and professional. If you thrive in the excitement of meeting deadlines and objectives and exceeding client expectations we want you. This position is an Account Manager position with some inside sales responsibilities.

Experience dealing with various commercial accounts and habitational risk is a plus. We are looking for a detailed, production-focused person to join this team.

Duties will include:

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

Job Qualifications:

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

Compensation and benefits:

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

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

Producer

2017-11-22T13:54:02-08:00

Producer – Group Health - Sales

San Francisco, CA

We are looking for a strong, self-motivated sales producer with a book of Employee Benefits business. The Producer is responsible for the sales of new and existing group benefit accounts as well as retention on the current book of business.

RESPONSIBILITIES:

Achieve objectives established in annual producer sales and marketing plan
Participate in ongoing staff and sales meetings as directed
Maintain knowledge of employee benefit carrier products and services.
Prioritizes and manages work flow on desk, ensuring all processes are addressed per policies and procedures
With the assistance of the Marketing coordinator implement email and direct mail campaigns to support company branding and prospect appointment strategy
Support and utilize webinars and seminars by personally inviting prospects and customers to events
Be a spokesperson for the agency as well as a positive leader in the risk management industry. Promote agency and insurance industry in the community
Set up and provide open enrollment meetings at employers’ offices to groups and individuals as requested. Coordinate carrier/GA support as needed
Consistently cross sell existing customers, making sure that they have all lines of business that the agency can offer, such as all benefits, business, surety and personal lines coverage. In addition, refer vendors, friends, family etc. to the various producers in each department
Prospect for new business from existing clients and identified niches. Contact prospects for the purpose of providing a quote and making sales appointments
Complete thorough discovery process with each prospect to determine where we can most effectively meet their needs through risk management and insurance programs. Collect detailed risk and underwriting information and work with benefits team to complete company submissions and selection of potential markets
Develop and deliver formal proposals of insurance including details of coverage’s, limits, deductibles and other pertinent information
Conduct client and prospect appointments communicating proposals and renewals, explaining details and communicating desire to conduct business
Introduce service team to clients and request that service calls be directed to them and forward all service related calls to assigned service team member
Stay informed of all claims or service issues and become involved in resolution when required
Participate in renewals, when appropriate, by reviewing expiration list with service team to determine appropriate action and collection of information to prepare renewal submissions
Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc
Perform other specific duties and projects as assigned by agency management

SKILL AND EDUCATIONAL REQUIREMENTS:

Appropriate Life and Health Agents/Brokers License in good standing
Four- year degree from an accredited college or university or three years or more of successful business-to-business selling experience at one company
Ability to manage increased levels of responsibility
Minimum of 3 years insurance experience including strong knowledge of insurance terminology, concepts and coverage preferred
Familiar with Microsoft Office and Agency Management Systems; ability to use Internet and adapt to new software programs and changes in technology
Ability to set priorities and perform multiple tasks
Ability to solve practical problems; deal with concrete variables in situations; and to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Ability to negotiate
Ability to adapt to a paperless environment
Ability to utilize social media marketing sources as well as traditional.

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

Client Service Specialist

2018-05-15T15:52:56-07:00

The Client Service Specialist supports the Benefit Consultant and/or Account Manager by assisting with group enrollment, renewal processes and additional administrative functions that are designed to improve and enhance workflows, timeliness, and client responsiveness.

Responsibilities:

Responsible for day to day client support for routine benefits questions and claims issues
Responds to client requests in a timely and accurate manner via the appropriate means of communication
Processes eligibility; assists with communications, follow-up and distribution of applications to carriers
With oversight by the Account Manager, updates census, policy information and commissions for all accounts and policies within CRM
Attaches applications to appropriate client file in Microsoft CRM
Processes all outgoing packages, shipments, mail, etc. and coordinates all presentation materials
Follows-up on service issues directly or coordinates through Customer Advocate Center (CAC) and tracks through CRM tickets
Reviews benefit guides, PPTs, and other client communications for accuracy as requested by Consultant or Account Manager
Performs client audits as necessary and as directed by Consultant or Account Manager
Acts as phone back-up for call overflow
General administrative duties including scanning, copying, binding, etc.

Qualifications:

Strong attention to detail
Positive, can-do attitude
Self-motivated, flexible and disciplined
Ability to work independently as well as in team environment
Excellent verbal and written communication skills
Strong organizational skills
Ability to thrive in fast-paced production environment

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

Commercial Lines Account Manager - Napa

2018-05-24T18:14:59-07:00

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.

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 Executive - Menlo Park

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

Employee Benefits Senior Account Manager/Account Executive

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 Novato 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

5+ 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:

This is a full time, direct hire position located in Fresno
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 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

Commercial Lines Account Manager

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

Commercial Lines Account Manager - Insurance - San Jose, CA

Overview:

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

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

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

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

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

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

www.insurance-relief.com

Commercial Lines Account Assistant

2018-04-13T15:12:04-07:00

Commercial Lines Broker Assistant– Insurance – San Jose, 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 including rating and binding.

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.

RESPONSIBILITIES:

Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client accounts that may include;
- Certificate Requests
- Follow up on Notices of Cancellation
- Auto ID Card Issuance
- Policy Change Requests
- Online Rating for Small Business
- Follow up for Renewal Policy Issuance
- Renewal Proposals
- Binders
- Invoicing
- Process Audits
- Obtain Loss Runs and Create Loss Summary Tracking
- Run M&S Reports
- Obtain Premium Finance Quotes
- Run MVRs
- Prepare Acord Applications
Responsible for timely, accurate invoicing and monthly expirations
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity

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

REQUIREMENTS:

Must have an active California Property and Casualty 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
Experience with binding and rating policies
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
Experience with an agency management system such as Sagitta, TAM, Applied, EPIC, etc. required
Strong verbal and written communication skills
Customer service oriented
Willingness to learn and take direction from others
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

Commercial Lines Account Manager

2018-02-01T18:44:07-08:00

Commercial Lines Account Manager– Insurance – San Mateo/Palo Alto areas, CA

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

Duties will include:

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

Job Qualifications:

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

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

Employee Benefits Account Manager

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

Employee Benefits Account Manager – Group Health
San Jose, CA

Responsibilities:

Responsible for providing outstanding customer service to client groups ranging from 100-500 lives
Process new business, market both new and renewal business
Provide timely and courteous service and assistance to clients meeting or surpassing the customers’ expectations
Stay organized with daily and monthly account management meetings and email correspondence to clients, carriers, etc.
Maintain current and accurate customer database files by updating/uploading proper documentation
Complete client service tasks related to new business set up and applications as well as renewal applications and policy research
Occasional travel to clients place of business for open enrollment or proposal and/or renewal meetings as needed

Requirements:

Active CA Life & Health License required
3+ years’ experience working with employee benefits
Knowledge of multiple health insurance carriers a must
High School Diploma required
4-year college degree preferred
Proven ability to be self-motivated enough to get work done form a home office
Very well organized ad able to handle multiple tasks with the ability to prioritize
Ability to effectively communicate via email, phone and in person in a sincere, kind and professional manner

Compensation and Benefits:

Competitive salary and benefits package including; paid time off, gym membership with personal trainer, 401k and more!

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

Employee Benefits Account Manager

2018-02-05T15:18:12-08:00

We are looking for a self-starter to take on an Account Manager role in the Group Benefits Department fo our insurance agency client. The Employee Benefits Account Executive is responsible for the sales of new and existing group benefit accounts as well as retention on the current book of business.

RESPONSIBILITIES:

Maintain knowledge of employee benefit carrier products and services.
Prioritizes and manages work flow on desk, ensuring all processes are addressed per policies and procedures
Set up and provide open enrollment meetings at employers’ offices to groups and individuals as requested. Coordinate carrier/GA support as needed
Consistently cross sell existing customers, making sure that they have all lines of business that the agency can offer, such as all benefits, business, surety and personal lines coverage. In addition, refer vendors, friends, family etc. to the various producers in each department
Prospect for new business from existing clients and identified niches. Contact prospects for the purpose of providing a quote and making sales appointments
Complete thorough discovery process with each prospect to determine where we can most effectively meet their needs through risk management and insurance programs. Collect detailed risk and underwriting information and work with benefits team to complete company submissions and selection of potential markets
Develop and deliver formal proposals of insurance including details of coverage’s, limits, deductibles and other pertinent information
Conduct client and prospect appointments communicating proposals and renewals, explaining details and communicating desire to conduct business
Stay informed of all claims or service issues and become involved in resolution when required
Participate in renewals, when appropriate, by reviewing expiration list with service team to determine appropriate action and collection of information to prepare renewal submissions
Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc
Perform other specific duties and projects as assigned by agency management

SKILL AND EDUCATIONAL REQUIREMENTS:

Appropriate Life and Health Agents/Brokers License in good standing
Four- year degree from an accredited college or university or three years or more of successful business-to-business selling experience at one company
Ability to manage increased levels of responsibility
Minimum of 3 years insurance experience including strong knowledge of insurance terminology, concepts and coverage preferred
Familiar with Microsoft Office and Agency Management Systems; ability to use Internet and adapt to new software programs and changes in technology
Ability to set priorities and perform multiple tasks
Ability to solve practical problems; deal with concrete variables in situations; and to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Ability to negotiate
Ability to adapt to a paperless environment
Ability to utilize social media marketing sources as well as traditional.

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

Market Analyst - Group Benefits

2018-04-13T18:52:09-07:00

Market Analyst – Group Health Benefits

Position Summary

Join a team with a collaborative culture, focused on delivering successful results in a progressive and innovative environment.

The Market Analyst is a professional, analytical, and detail oriented individual who supports all aspects of marketing and financial analysis work related to a client’s group benefit programs. The Market Analyst works closely and collaboratively with the Benefits Consultant to produce benefit and financial illustrations that allows clients to properly evaluate their benefit plans.

Responsibilities

Assist Consultants in all aspects of the marketing and analysis of the group benefit programs for clients by creating and providing detailed reports and presentation of marketing information.
Responsible for complex accounts and construct exhibits and executive summaries jointly with Consultants.
Prepare accurate market exhibits for proposal responses, quarterly and annual client meetings.
Assist the Consultants in renewal and Request of Proposal (RFP) process.
Assist the Consultants in carrier negotiation process.
Act as subject matter expert on special projects.
Work with Consultants to review client utilization reports to identify opportunities for plan design and product changes, based upon utilization patterns.
Maintain accurate, current, organized and complete Market information in internal databases.

Qualifications

Advanced Microsoft Excel user, proficient with formulas (e.g. INDEX, MATCH, INDIRECT, etc.) and array formulas.
Familiar with Excel tools such as Evaluate Formula, Text to Column, Data Validation, Conditional Formatting, etc.
Experience with Excel VBA preferred
Able to analyze data and recognize analytical patterns
Strong analytical, oral and written communication skills
Excellent presentation and interpersonal skills
Ability to handle multiple and changing client priorities
Experience in health insurance preferred
Bachelor degree preferred, (Business, Finance, Math, Accounting) or other related field
Knowledge of group insurance (medical, dental, CDHP, pharmacy, life and disability) products preferred
Previous marketing analytics experience required

Compensation & Benefits

Competitive salary
Full medical, dental and vision and voluntary benefit plans offered to employee
Paid Time Off
401k with company match

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

Workers' Comp Claims Supervisor

2018-06-06T12:20:36-07:00

Worker’s Compensation Claims Supervisor

Our client, a large third party claims administrator, is looking for a Claims Supervisor for their Norristown, PA office. The Claims Supervisor will be responsible for overseeing a team, ensuring that productivity, customer service and quality criteria are met while following company policies and procedures. The Claims Supervisor position is fundamental to the success of the company and requires regular and consistent attendance, supporting the goals of claims department and of the organization.

Responsibilities

Supervise claims staff in day-to-day operations
Ensure compliance with Workers' Compensation laws and mandated regulatory reporting requirements
Assure maximum performance of the team through continued training and coaching, along with regular performance evaluations
Provide technical and jurisdictional guidance to claims staff regarding complex compensability, investigation, litigation issues and service account instructions
Serve as liaison, suggesting and executing final resolution for clients and employees regarding claim-specific, procedural or special requests
Participate in Customer Claim Reviews and Presentations
Adhere to HIPPA regulations, policies, and procedures
Responsible for regular and consistent attendance
Comply with all safety rules and regulations during work hours in conjunction with the Injury and Illness Prevention Program (IIPP)
Support Claims Manager in staff recruitment, interviews and training of new staff on procedures and job-related functions
Follow all company policies, best practices and procedures
Take on additional projects and duties as assigned

Required knowledge, skills and education

Minimum of 5 years' experience handling claims with 3-5 years of New Jersey claims handling experience
3+ years of experience serving as a Supervisor/Manager
Bachelor's degree or a combination of education and related experience
Excellent written and verbal communication skills and experience with conducting client presentations
Ability to effectively assist with training of team members to develop knowledge and understanding of claims practice
Effective measureable, analytical and interpretive skills
Strong leadership and motivational skills
Demonstrated ability to provide strong customer service
Ability to participate in occasional overnight travel to attend meetings if needed
Ability to remain composed in stressful situations and communicate diplomatically via telephone, computer, fax, etc.
Strong computer proficiency and technical aptitude with the ability to utilize various office systems including MS Office Suite and Excel spreadsheets
Strong time management and organizational skills
Ability to work both independently and within a team environment
Strong knowledge of the claims administration, case management and cost containment solution as applicable to Workers' Compensation
Current license or certification in Workers' Compensation must be maintained throughout employment
Self-Insured Certificate highly preferred
State Certification as an experienced examiner

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

Employee Benefits Account Executive - San Jose

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

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

5+ 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:

This is a full time, direct hire position located in Fresno
Very competitive salary plus exceptional benefits package

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

Senior Benefits Consultant - Redwood City

2018-04-12T19:31:52-07:00

Our client, a full service and long established regional insurance agency near San Jose known for innovation and customer service is looking for a self-starter to take on a Benefits Consultant role in its Group Benefits Department. The Benefits Consultant is responsible for the retention of clients and their existing book of business and the strategic management of their accounts. The Consultant will oversee strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery.

RESPONSIBILITIES:

Consults with clients and potential clients to understand their business needs; demonstrates advanced knowledge of the client’s industry including trends, technology, challenges and government regulations with demonstrated ability to match optimal insurance products to the client’s business needs
Identifies potential risks and develops sophisticated benefit design and renewal strategies to drive the development of solutions to address complex client issues and manage results/costs to the client’s business
Learn and consistently train on the group benefits product and stay abreast with changes in the industry
Prioritizes and manages work flow on desk, ensuring all processes are addressed per policies and procedures
Works closely with Client Executive on pre-renewal strategy, RFP distribution, open enrollment strategy and post renewal analysis
Support and utilize webinars and seminars by personally inviting prospects and customers to events
Be a spokesperson for the agency as well as a positive leader in the risk management industry. Promote agency and insurance industry in the community
Set up and provide open enrollment meetings at employers’ offices to groups and individuals as requested.
Prospect for new business from existing clients and identified niches.
Complete thorough discovery process with each prospect to determine where we can most effectively meet their needs through risk management and insurance programs. Collect detailed risk and underwriting information and work with benefits team to complete company submissions and selection of potential markets

SKILL AND EDUCATIONAL REQUIREMENTS:

Active California Life and Health Agents/Brokers License in good standing
Four- year degree from an accredited college or university or three years or more of successful business-to-business selling experience at one company
This position requires a minimum of three years of employee benefits experience with demonstrated successful sales results.
Ability to manage increased levels of responsibility
Familiar with Microsoft Office and Agency Management Systems; ability to use Internet and adapt to new software programs and changes in technology
Ability to set priorities and perform multiple tasks
Ability to solve practical problems; deal with concrete variables in situations; and to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Strong negotiation and persuasive skills

COMPENSATION & BENEFITS

Starting salary plus commission split, expense reimbursement and a robust agency benefit package
In-house training and customer service support

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

Client Service Manager/Account Manager - Lafayette

2018-03-22T17:21:03-07:00

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

Duties will include:

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

Job Qualifications:

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

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

Senior Commercial Lines Account Manager

2018-06-06T15:20:38-07:00

Senior Commercial Lines Account Manager/Account Executive – San Rafael, CA

Are you loving the administrative side of the commercial insurance 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 Rafael 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 Commercial Producer.

Responsibilities:

Manage assigned book of business while serving as the Producers right hand person, including servicing and/or solicitation activities
Act as direct point of contact for client from time of lead as well as lead representative for the assigned book of business
Manage all clients required services and maintain client relationships with minimal input or direction from the Producer
Manage mid-market book of business through direction of the employees on the service team
Receive and develop new business leads from Producers or identify and develop cross-sell opportunities
Participate in team selling process including finalist interviews and request for proposal responses
Prepare and present renewal analysis to clients
Sell renewal business to existing clients and sell additional lines of coverage when applicable
Promotes additional agency services to clients
Provides analysis and recommendations concerning clients existing coverage
Select carrier for solicitation and negotiate with carriers 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
Manage dedicated service team
Serve as the technical expert, assisting department members to resolve complex issues
Create new clients sales opportunities and/or marketing ideas
Engage in optimal and appropriate usage of applicable agency management system
Other duties as assigned

Requirements:

6+ years’ experience working in a high level Commercial Account Manager role with a retail agency
Strong experience with some Construction accounts required
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:

This is a full time, direct hire position located in Fresno
Very competitive salary plus exceptional benefits package

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

Account Executive - Insurance Sales

2018-05-31T17:47:15-07:00

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

Please call 888-292-4440

email at: info@insurance-relief.com

www.insurance-relief.com

***All inquiries are considered strictly confidential***

Commercial Lines Account Manager - Boise, ID

2018-05-30T11:42:02-07:00

Commercial Lines Account Manager

Are you ready to make a career change? Our client, a retail agency based in California with offices in throughout the west coast is looking for a strong Commercial Lines Account Manager in the Boise area. Join a team where it feels like family, where there is drive for personal and professional growth is very present.

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

Responsibilities of the Account Manager:

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

Requirements:

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

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

Employee Benefits Account Executive

2018-05-30T11:53:49-07:00

Employee Benefits Account Executive – Group Life & Health

If you have experience in employee benefits handling client faces activities for various sized groups, 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 Executive will serve as the primary point of contact for customer questions and concerns along with other administrative tasks to maintain high client retention.

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
5+ years’ experience working with employee benefits
Knowledge of multiple health insurance carriers a must
High School Diploma required
4-year college degree preferred
Very well organized and ability to handle multiple tasksas well as 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

Underwriter/Account Manager - Commercial Lines - El Dorado Hills

2017-09-20T18:40:59-07:00

Underwriter/Account Manager – Commercial Lines - El Dorado Hills, CA

Our client, a nationally licensed commercial wholesaler in the El Dorado Hills area, is looking for an experienced Underwriter with experience in providing insurance solutions for Homeowner’s Associations, Condos, Planned Unit Developments as well as other small business accounts. This company has grown consistently year over year and this position offers tremendous opportunity for growth.

Primary Responsibilities

Review coverage applications for completeness, compliance and adherence to carrier partner underwriting guideline
Market accounts to appropriate carriers for quotes
Follow up with agents/clients with requests for missing information
Provide and maintain excellent customer service standards; respond timely to questions from agents or brokers.
Proactively solicit policy renewals per company timeline policy
Prepare and deliver insurance proposals to agents
Facilitate bind orders in a timely manner
Assist with key metrics, such as, new business hit ratio, renewal retention ratio, premium growth and loss ratio formulating corrective action where necessary
Build and maintain rapport with agents, brokers and insurance carriers
Mentor and train Assistant Underwriters as needed

Required Skills and qualifications

A minimum of 5 years of experience in an Assistant Underwriter or Underwriting capacity
Active California P&C license required
4 year college degree preferred
Knowledge of coverage and regulatory issues in underwriting
Excellent attention to detail; must demonstrate accuracy and thoroughness and ability to monitor own work to ensure quality
Excellent Customer Service skills
Strong team player with excellent listening, interpersonal, facilitation, written, oral and communication skills
Proven problem resolution and analytical skills
Ability to identify and resolve problems independently according to established procedures
Strong computer experience – including agency management system experience such as AMS360 and/or comparable system, insurance rating/quoting system and Microsoft Office suite along with the ability to learn new and complex computer applications
Ability to multi-task, effectively prioritize and adapt quickly with minimal supervision

Compensation & Benefits

Full time, direct hire position
Competitive salary
Excellent benefits, 401k with match and paid time off

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

Multiline Claims Adjuster

2018-05-25T17:54:59-07:00

Multiline Claims Adjuster

We are looking for an exceptional candidate who will be responsible for handling multiline claims including general liability, liability, trucking, property, etc. The Claims Adjuster will offer the highest quality of claim service possible to the company’s clients.

Primary Responsibilities:

Conduct investigations and determine liability.
Notify the claimant of liability determination within required time frames.
Obtain documentation of damages being claimed and evaluate claims for settlement.
Negotiate settlements within designated authority.
Complete appropriate claim reports for client and claims supervisor.
Establish plan of action to bring claims to a conclusion
Timely review of files on diary.
Manage litigation and direct defense counsel.
Control legal expenses.
Adhere to client guidelines and participate in claims review as needed
Additional duties as required.

Knowledge & Skills

Excellent written and verbal communication skills
PC literate, including Microsoft Office (Word, Excel)
Ability to conduct recorded interviews.
Ability to learn rapidly to develop knowledge and understanding of claims practices.
Ability to identify, analyze and solve problems.
Strong organizational skills
Good interpersonal skills
Ability to work independently
Ability to work in a team environment
Ability to meet or exceed performance competencies

Required Education & Licensure

Current National Adjusters license
College degree preferred, however work experience can substitute for educational requirement

Experience:

Five (5) or more years of industry experience and claims management preferred.

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