Job Feed

Employee Benefits Assistant - Fresno, CA

2017-09-21T18:39:40-07:00

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

If you have experience working in the administrative functions of group health benefits you’ll want to explore this awesome career opportunity. Our client is seeking a strong, self-motivated candidate who has experience dealing with various office functions within an insurance organization or benefits administration department. The Employee Benefits Assistant will be responsible for assisting the department in the day-to-day document management and processing.

Responsibilities:

Responsible for providing general office and sales support to the employee benefits department
Responsible for supporting the sales team various marketing projects, proposals and packets
Manage filing, copying and distribution of mail
Participate in team meetings
Serve as receptionist; answer phones and keep common areas clean and organizes

Requirements:

2+ years’ administrative experience preferably in employee benefits office or department
High School Diploma required
Life 7 Health license a plus
Proven ability to be self-motivated and proactive
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
Highly proficient in Microsoft Office Suite

Compensation and Benefits:

This is a temporary position that could lead to further employment for the right candidate
Competitive pay offered along with benefits package

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

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

Contact us today! Click here for a live chat or email/call us at info@insurance-relief.com or 888-292-4440

Workers' Compensation Premium Auditor/Underwriter - Sacramento, CA

2017-09-06T18:24:00-07:00

Workers Compensation Premium Auditor/Underwriter – Sacramento, CA

Our client in Sacramento is looking for a candidate experienced in workers’ compensation as either a premium auditor and/or underwriter. This is a temporary position that could go temp to hire for the right candidate position.

Primary Job Functions:

Assist the underwriting department in processing voluntary premium audits on members policies in CA
Responsible for verifying member employee staff through payroll records, time cards etc. and set up billings or refunds based on the findings
Data entry, analyze exceptions and inclusions (owners, family works, OT, bonuses, documentation needed)
Handle additional tasks assigned by the marketing department

Requirements:

3 to 5 years of experience dealing with workers compensation in an underwriting or premium auditor capacity on the carrier side
Familiarity with exemption codes
Ability to understand the purpose of the audit
Ideal candidates are analytical with the ability to look at a process and speak up to make suggestions on improvements
Ability to complete multiple projects in a timely manner
Ability to work on a team
Technical knowledge of premium audits
Strong attention to detail and high levels of accuracy

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

Commercial Lines Account Manager - Napa, CA

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

Commercial Lines Account Manager – Property & Casualty
Napa, CA

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

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

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

Position Responsibilities:

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

Requirements:

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

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

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

Commercial Lines Account Manager

2017-08-25T18:24:31-07:00

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.

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.

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

Underwriter

2017-08-21T13:45:20-07:00

Underwriter II – Commercial Insurance – Sacramento CA

We are looking for an analytical underwriter for our client in the Sacramento area. The Underwriter is responsible for sound decision making regarding accepting risk by applying underwriting principals through loss exposure analysis. The Underwriter works under the supervision of management within authority granted to maintain profitability and promote growth. The Underwriter also acts as an internal resource across all company product lines including; Professional Liability, Employment Practices Liability, Property, General Liability and Workers Compensation.

Primary Responsibilities:

Analyze new business applications, renewal questionnaires and endorsement requests to achieve profitable underwriting results. Determines acceptability of requests through loss exposure analysis
Responsible for the continued growth of the book of business by promptly responding to questions, concerns and complaints from agents, policyholders and internal staff. Must be to work independently and discuss accounts with claims and risk management to obtain additional information about the insured to assess quality of book
Develops and maintains positive working relationships with co-workers, agents, peers and other business contacts and company personnel. Responsible for providing excellent customer service through the daily management of the book, to ensure policy retention
Compiles and interprets data for evaluation of assigned book of business. Responsible for researching, analyzing, reviewing and assisting Senior Underwriter(s) in presenting potential accounts for non-renewal to the Underwriting Committee.
Responsible for communicating both verbally and through written correspondence to applicants, policyholders, claims, risk management, state agencies, brokerage staff and others concerning coverage, premium acceptability and policy language. Provides training and acts as a resource to less experienced underwriting staff
Must be able to assist in the training of other departments/companies on an as needed basis through scheduled training sessions or informally through individual questions.
Be responsive to policyholder’s questions or request for cover and help to research and develop information on the feasibility of their requests
Under management direction, responsible for researching and analyzing underwriting topics related to state regulatory requirements, the dental practices act and the company policy form, in all states that the company writes coverage
Responsible for attending related meetings and seminars and completing special projects as directed by management
Preform other duties as assigned

Requirements:

High school diploma or GED required
Bachelor’s degree in related field preferred
Minimum of 3 years underwriting experience in medical professional and/or commercial insurance; or equivalent combination of education and experience
AU, CPCU, ARM, RPLU or other insurance related courses preferred
Active P&C license required
Demonstrated knowledge of insurance
Must have the ability to read, analyze and interpret policy, procedures and regulations.
Ability to solve practical problems and deal with a variety of set variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form
Proficiency in using both objective and subjective thought processes in performing job duties Demonstrate proficiency in managing own workflow, prioritizing multiple works assignments and resolving questions and problems with management and peers
Requires excellent interpersonal, verbal and written communication skills
Must demonstrate diplomacy and tact while interacting with all levels within and outside of the organization.
Must be able to perform job duties independently, exercising good judgment and Professionalism
Requires computer skills, including the ability to operate Windows/Microsoft Office
Take continuing education classes to keep agency licenses current

Compensation & Benefits

Competitive hourly compensation based on experience and plus medical benefits

Commercial Lines Account Manager - Bakersfield, CA

2017-09-05T18:30:56-07:00

Commercial Lines Account Manager – Property & Casualty
Bakersfield, 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 Bakersfield area. The right candidate must have experience working in a brokerage or agency dealing with multiple carriers and have experience in general commercial lines.

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.

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

Commercial Lines Customer Service Representative - Kingsburg, CA

2017-09-13T13:25:19-07:00

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

Our client in Kingsburg has made customer service a top priority, so much so that they are looking for a temporary associate to make sure that nothing falls through the cracks during their busy season. Serving small to medium size commercial accounts, they deliver expertise and customer service with the personal touch that is missing in the industry today.

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

ESSENTIAL DUTIES & RESPONSIBILITIES:

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

EXPERIENCE, EDUCATION AND SKILLS:

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

COMPENSATION & BENEFITS:

Competitive compensation and benefits package provided

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

Personal Lines Account Manager - Turlock, CA

2017-09-06T12:17:18-07:00

Personal Lines Account Manager – Turlock, 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 Turlock area. This person will be responsible for fully servicing personal accounts from quote-to-issue and all the way through renewal cycles. Strong attention to detail and an eager and helpful attitude are required. A strong desire to expand and develop professionally in product and industry knowledge is a must.

Primary Responsibilities:

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

Qualifications:

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

Compensation & Benefits:

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

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

Account Manager - Commercial Insurance - Sacramento, CA

2016-09-13T13:44:39-07:00

We are looking for an experienced Commercial Lines Account Manager to manage a large book of business in the organizations construction unit. Candidates with high-energy, who are team-oriented, people-friendly and motivated are encouraged to apply. We are looking for individuals who thrive in the excitement of meeting deadlines and objectives.

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

Insurance 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! info@insurance-relief.com, 888-292-4440

Benefits Enrollment Technology Specialist - Group Health Insurance - Elk Grove, CA

2017-09-06T12:33:28-07:00

Enrollment Technology Specialist – Group Health Benefits - Fresno, CA

The Enrollment Technology Specialist is responsible for providing accurate and effective assistance in the onboarding and processing of all group enrollment via the agencies group enrollment administration platform. This individual will work in collaboration with all members of the Employee Benefits Team to provide exceptional customer service while handling assigned tasks in a timely manner.

Responsibilities

Process all enrollments via the group benefits technology platform
Process changes in a timely manner
Maintain open and clear communication channels with clients, producers and team members
Consistently follow up, in a timely manner, on outstanding issues that may arise
Maintain a high degree of precision on details work and ensure own work quality
Accurately enters all necessary information in enrollment software to ensure proper documentation
Bring any client issues to the account managers’ attention
Answer the member services line and provide professional, exceptional customer service to clients, vendors, carriers, etc.
Reply to client questions, concerns and needs without delay
Work closely with other departments to develop process and procedures to improve the client experience and improve department efficiency
Perform other duties as required

Requirements

Must have excellent computer skills with proficiency in Microsoft Office Suite, internet navigation and working in a paperless environment
Strong communication skills, both verbal and written to include a command of industry terminology
Must have exceptional commitment to customers and have the desire to provide legendary service
College degree preferred
California Life & Health License preferred
Required to adhere to the company’s established Code of Conduct
Ability to prioritize and self-manage work load
Possess proactive thinking with the ability to work in changing requirements and priorities
Ability to research and troubleshoot issues pertaining to the enrollment software
Getting tangible results although some tasks may be repetitive
Detail tasks that requires adherence to quality
Responsibility with authority limited to specific areas
Sensitivity to errors and mistakes
Participate in seminars and classes for skill and knowledge development and expansion
Establish and maintain effective working relationships
Demonstrate a “whatever it takes” attitude to ensure client satisfaction and to support the company’s initiatives
Ability to work both independently and contribute in a team environment.

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

Commercial Lines Account Manager - Walnut Creek, CA

2017-09-06T13:15:45-07:00

Commercial Lines Account Manager – Property & Casualty
Walnut Creek, 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 Walnut Creek area. The right candidate must have experience working in a brokerage or agency dealing with multiple carriers and have experience in general commercial lines.

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.

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

Underwriter/Account Manager - Commercial Lines - Sacramento, CA

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

Underwriter/Account Manager – Commercial Lines - Sacramento, CA

Our client, a nationally licensed commercial wholesaler in the Folsom 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

Senior Commercial Lines Account Manager - Fresno, CA

2017-09-13T11:22:58-07:00

Senior Commercial Lines Account Manager/Account Executive – Fresno, 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 Fresno 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 Produce's 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
Active P&C license
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

Employee Benefts Senior Account Manager/Account Executive - Fresno, CA

2017-09-19T15:35:30-07:00

Employee Benefits Senior Account Manager/Account Executive - Fresno, 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 Fresno 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:

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

Personal Lines Customer Service Representative

2017-09-19T19:08:18-07:00

Personal Lines Agent/Account Manager
Insurance – Sacramento, CA

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

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

2017-09-18T19:27:53-07:00

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

Responsibilities:

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

Knowledge required:

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

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

Claims Examiner /Property and Casualty / Licensed / Insurance / San Francisco

2016-07-15T17:49:54-07:00

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

We are seeking a Claims Associate in the San Francisco Bay Area. The position will handle Homeowners and general Property and Casualty claims. Along with addressing coverage issues, this person will assist with resolving claims to their conclusion in the most cost effective way possible for the client. This person will be responsible for investigating, evaluating and making recommendations to clients regarding assigned files, directing investigators and attorneys, monitoring reserves and assisting in client inquiries.

The candidate must have at least 2 years of general liability claims experience. Good written and oral communication skills. Must be organized and possess strong follow-up skills. Must be an effective communicator, and self-starter that is highly organized. The candidate should be proficient in MS Windows, Word, Excel, PowerPoint, and Outlook.

All candidates with experience with Personal Lines or Commercial Lines Claims will be considered although knowledge of Homeowner's Policies would be preferred.

The position is in a great downtown San Francisco location easily accessible by public transit. The company is well recognized and respected global provider of insurance, risk services and claims management.

The position offers a competitive salary and full benefits.

Contact us today!

If you would like to hear more about this great opportunity or others like it, please contact Insurance Relief:

Kade Houston

www.insurance-relief.com

888-292-4440

Commercial Lines P & C Account Manager - Napa, Ca

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

Commercial Lines Account Manager – Insurance
Napa, CA

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

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.

Employee Benefits Account Manager / CSR

2017-09-11T17:12:57-07:00

Employee Benefits Account Manager / CSR

If you have experience in employee benefits handling various sized groups, customer service and processing, we are looking for your expertise. Our client is seeking a strong, self-motivated candidate who can manage and maintain a book of business with little supervision. The Employee Benefits Account Manager will be responsible for the day-to-day management, processing and customer service on the book of business.

Responsibilities:

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

Requirements:

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

Compensation and Benefits:

Competitive salary and benefits package, paid time off and 401k

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

Certificates Specialist

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

Certificates Specialist – Commercial Insurance

Our client, an ever growing, independent insurance agency, is looking for a certificates super star. The Certificates Specialist supports the Commercial Lines Department in processing certificates of insurance forms and other insurance documents in a timely and accurate manner.

Responsibilities:

Provide support for Account Managers and clients requesting certificate of insurance and/or auto identification cards
Compile, process the proper client information needed to issue certificates of insurance
Input client information into agency management system to create needed documents
Verifies accuracy of data to be entered
Review insurance contracts to determine type of certificate and required information
Process and print insurance documents
Edits, revises and files documents
Prepares documents for mail

Requirements:

High school diploma or equivalent
One to two years computer word processing or secretarial experience
1+ year(s) Property & Casualty brokerage office experience
1+ year(s) processing certificates for commercial insurance
Knowledge of agency management system such as TAM, AMS360, Sagitta a plus
Knowledge of electronic filing and record management systems
Knowledge of computer software including Microsoft Office Suite
Must be able to type 45 words per minute
Good customer service skills
Good oral communication Skills
Ability to work under pressure
Ability to work in a team setting

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

Employee Benefits Assistant - Administrative Assistant - Group Health Insurance - Visalia, CA

2017-09-06T16:02:17-07:00

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

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

Responsibilities:

Responsible for providing backup to the customer service department by providing outstanding customer service
Responsible for supporting the sales team in processing new business and assisting with marketing projects
Stay organized and participate in daily and monthly team meetings
Maintain current and accurate notes and files in customer database
Complete client service tasks related to new business set up and applications as well as renewal applications and policy research
Respond in a timely manner to client requests via email, phone and in person
Occasional travel to clients place of business for open enrollment or proposal and/or renewal meetings as needed

Requirements:

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

Compensation and Benefits:

Competitive salary and benefits package, paid time off and 401k

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

Underwriting Assistant

2017-08-21T13:39:33-07:00

Underwriting Assistant

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

Primary Responsibilities

Evaluate and determine risk and coverage to see if the policy needs to go to underwriting
Follow given criteria guidelines for making determinations
Support the underwriting department with data entry and/or clerical tasks as needed

Required skills

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

Additional Information

Duration- 6 months or longer
Start Date: ASAP
Benefits: Offered through Insurance Relief for eligible employees

Contact us today! Click here to live chat with me.

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

Customer Service Representative

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

Customer Service Representative – Commercial Insurance – Sacramento, CA

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

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

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

ESSENTIAL DUTIES & RESPONSIBILITIES:

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

EXPERIENCE, EDUCATION AND SKILLS:

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

COMPENSATION & BENEFITS:

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

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

Insurance Assistant

2017-08-21T14:16:26-07:00

Insurance Assistant – Property & Casualty

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

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

Responsibilities

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

Qualifications

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

Compensation and Benefits

Competitive salary plus benefits

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

Commercial Lines Customer Service Representative - Insurance - Visalia, CA

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

Commercial Lines Account Coordinator – Insurance – Visalia, CA

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

Responsibilities

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

Requirements

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

Why Insurance Relief™?

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

Senior Claims Adjuster - Workers' Compensation

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

Workers’ Compensation Claims Adjuster – Sacramento, CA

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

Responsibilities:

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

Qualifications:

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

Why Insurance Relief™?

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

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

Commercial Lines Account Manager

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

Commercial Lines Account Manager

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

Primary Responsibilities of the Commercial Lines Account Manager:

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

Requirements:

Minimum 4 years of Commercial Lines experience (construction background a plus)
Broad knowledge of commercial coverage and markets
Current P&C license
CIC, CISR, CRIS or similar designation a plus
Knowledge of Microsoft office Suite and TAM a plus

Benefits & Compensation:

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

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

Personal Lines Customer Service Representative - Insurance - Sacramento

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

Personal Lines Customer Service Representative - Insurance - Sacramento

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

Responsibilities

Quote, rate and sell all personal lines of coverage
Round out accounts via cross-selling other personal/commercial products to existing clients
Manage and provide daily service and maintenance of personal lines insurance
Work in conjunction with the rest of the personal lines team to achieve sales/production goals
Completes necessary new business applications
Maintains agency files and computer data

Required skills

Must have a P&C license
A minimum of two years of experience in a personal lines customer service position at a retail agency
Experience with multiple personal lines insurance carriers
Knowledge of an agency management system such as AMS 360, TAM, EPIC, Sagitta, etc.
Technical insurance knowledge including coverage and product knowledge as well as a strong understanding of agency functions and procedures
Ability and willingness to work in an environment of constant product and market changes

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

Commercial Underwriter - Property & Casualty - Stockton, CA

2017-08-03T15:09:24-07:00

Commercial Underwriter – Property & Casualty – Stockton, CA

Are you a Commercial Underwriter looking for an opportunity for growth? Our client in the Stockton area is looking for an experienced, highly motivated P&C Underwriter. Our client has been in business for over 50 years and is one of the largest companies of its kind. So, when you make your next career move you may just want to make it here.

The P&C Underwriter’s primary responsibilities will include:

Assist with commercial lines renewal underwriting
Attend marketing trips with senior underwriters
Negotiating rates and terms with carriers
Discuss coverage & forms with retail brokers
Assist with the sales process on new & renewal business
Other duties as assigned

Requirements:

An Active P&C license is required
2+ years’ underwriting commercial multi-line insurance experience is preferred
Familiarity with Wholesale or MGA contracts is preferred
Professional designations are preferred and highly encouraged during employment
Strong PC skills including Word & Excel
Must be sales & production driven
Experience working in a paperless environment preferred
Must be detail-oriented and possess the ability to multi-task
Ability to work well with others in a production team environment
Committed to excellent customer service

Compensation & Benefits:

This company offers a competitive salary and an excellent employee benefits package including paid holidays, vacation, medical, dental, flexible spending accounts, life insurance, disability coverage, educational assistance, Employee Stock Purchase Plan, and a 401k Plan

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

Franchise Development Representative - Administrative & Marketing

2017-08-11T18:44:45-07:00

Franchise Development Assistant - Fresno, CA

Are you ready to join a nationally recognized staffing organization that’s always on the cutting edge of what’s trending for the industry and who’s been in business for almost 40 years?

The Franchise Development Assistant is responsible for supporting the Franchise Department of a national franchised staffing company. As the department assistant you will support in the effort to grow the company and the brand. The Assistant will be responsible for regular communication with clients and referral partners at a very high and professional level. Communication will be by phone, email, and in person. The Franchise Development Assistant holds a critical role in the department handling many critical tasks and the Assistant’s job will be to ensure that the tasks and projects are being executed with excellence and in a timely manner.

Landing a career at with this company means you are joining a close-knit, dynamic working environment, focused on providing the best possible results to clients, associates and franchisees. Our client is a big believer in the importance of teamwork. The leaders at this company 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 this company’s mission to life.

Responsibilities

Serve as the department liaison between franchise brokers and franchise candidates primarily via email and phone
Maintain candidate notes, files and track candidate progress via CRM (Client Relationship Management) Software
Assist with marketing materials
Manage the department calendar which includes multiple individuals and several events
Monitor daily schedule to ensure all calendared appointments are done on time
Juggle a multitude of tasks and follow organized checklists for various events and tasked items
Assist in preparing for integral day-long candidate meetings
Run errands periodically; picking up client gifts, catering, etc.
Work with a highly specialized mapping software
Ensure that all documents that get sent out are up to date

Requirements

10+ years’ professional experience
Proven admin or assistant experience
Excellent written and verbal communication skills
Outstanding email and phone etiquette
Proficient in basic computer skills and MS Office Suite
Knowledge of office management systems and procedures
Strong time management and project prioritization skills
Attention to detail is a must
High level of professionalism
Knowledge of Google Suite and Adobe (PDF and Photoshop) is a plus
Ability to manage a multitude of time sensitive tasks

Compensation & Benefits

Competitive hourly rate plus medical, dental and vision, 401k and paid time off