location_0_addressRegionName

location_0_addressCountryName

OFFSITE

UNKNOWN

jobPosting hiringOrganization as json hashed.

ADAPTED_NOW

YEAR

Insurance

This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement in to the Client Administrator, Client Manager and Client Executive positions, each building on the previous positions skills. In addition, the following is required: A bachelor’s degree or ability to receive the degree within two to three months, or 1-3 years of experience performing in a professional administrative or customer service capacity is required.

Salary

ACTIVE

Summary:This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement in to the Client Administrator, Client Manager and Client Executive positions, each building on the previous positions skills. Trainees typically work independently on either the mail desk or the loss run desk. Trainees are under close supervision and performance is monitored to determine qualification for advancement as opportunities arise.Essential Duties & ResponsibilitiesAs a training position, there are similarities between trainees’ day-to-day tasks. However, individual duties and projects are assigned and rotated to develop familiarity with the department, its functions, and associates.<ul><li>Respond to departmental requests for administrative assistance with the following:</li><li>Create Word documents and Excel spreadsheets.</li><li>Assist in maintaining files and records in eMMA</li></ul>Set up client shells in Sagitta.<ul><li>Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed.</li><li>Daily Download Department mail from Insurance Carrier Websites.</li><li>Sort, scan and distribute via ImageRight Tasks mail and communications daily.</li><li>Handle special projects as assigned.</li><li>Process Loss Run reports.</li><li>Request loss runs based on monthly reports and in accordance with the carrier’s requirements.</li><li>Follow up with the carrier or wholesaler until loss run is received and filed in electronic filing system.</li><li>Inform Client Administrator/ Manager if the loss run will be delayed.</li><li>Process Rush requests as needed.</li><li>Establish and maintain effective working relations with other associates.</li><li>Identify needs and competencies to be acquired for advancement, and make use of appropriate training opportunities.</li><li>Communicate system or process related problems to supervisor.</li><li>Plan ahead and problem solve - anticipate, report, and help resolve problems that may occur. Start learning coverages by reading Kaplan books and attending coverage training classes when offered.</li><li>Enrollment in AIS or AINS designation course.</li><li>If potential for advancement is recognized by supervisor, enrollment in insurance licensing school and passing the Property & Casualty licensing test is required for advancement.</li></ul>Education and/or ExperienceTrainees serve a large group of people. They need to be engaged, positive and approachable by everyone. They must interact effectively with widely diverse personalities. In addition, the following is required:<ul><li>A bachelor’s degree or ability to receive the degree within two to three months, or 1-3 years of experience performing in a professional administrative or customer service capacity is required.</li><li>Proficient with Microsoft Office software (Word, Excel, and Outlook).</li><li>Successful work history demonstrating reliability and a positive attitude.</li><li>Demonstrated ability to prioritize tasks, and set and achieve goals.</li><li>Demonstrated ability to think logically in solving problems assigned and present results neatly, with clarity and precision in oral and written form.</li><li>Attention to detail and an appreciation for a job well done.</li></ul>Work Environment & Physical Demands<ul><li>Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.</li><li>Work is performed in a typical interior/office work environment.</li></ul>#LI-DNI The applicable base salary range for this role is $34,700 to $64,600.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.#J-18808-Ljbffr

International Catalyst Services, LLC

Business Insurance Services Trainee

salaryMin

salaryMax

payPeriod

currency

JobLeads

INTEGRATED

PERMANENT

FULL_TIME

As we continue to grow, we want to make sure our account managers and client service teams have the skills and support to not only retain our clients by process of renewal, but also to provide consultative support to our clients and explore opportunities to grow our business relationships through existing clients. Consistently hires, monitors, trains and develops exceptional account management and client service team members to secure retention of current clients to include annual renewals, obtaining broker of record agreements, and high client satisfaction.

KBSkills

Senior VP and Leadership role with a large, reputable, well recognized organization within the Insurance industry! Excellent Benefits, competitive compensation package, and a leader in their industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume. Salary: $250,000 - $300,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry 3 years in a row! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. This is a highly visible Leadership position! Why join us? <ul><li> Competitive Compensation and Benefits Package</li><li> Stable, long term, stability</li><li> Join a well established team who is invested in your growth and success</li><li> Substantial growth in their business Nationwide</li><li> Rewarding work and responsibilities</li></ul> Job Details The Senior VP, Operations will lead efforts in the critical area of account retention, carrier management and client service development. Working with the Business Unit President, Sales Executive(s), and Operational leaders, this role will drive commercial and personal lines product support, to ensure that we maintain a high level of client satisfaction. The person in this position will also lead and participate in key projects intended to improve efficiency, compliance, and effectiveness. As we continue to grow, we want to make sure our account managers and client service teams have the skills and support to not only retain our clients by process of renewal, but also to provide consultative support to our clients and explore opportunities to grow our business relationships through existing clients. This senior role will also be counted on to observe and report on market or service challenges so that we best sculpt our overall service delivery. Further, the Senior Vice President, Operations, as a part of senior management will have opportunities to help us grow through new business opportunities with responsibility for building and creating our service platform that our production team will use for new sales opportunities. Based on experience and expertise, this position will provide leadership to ensure client retention as well as cross-selling to current client programs. <ul><li>	Responsible for the review and revision of commercial and personal lines department procedures and workflows to keep pace with technology advancements, industry or market changes and/or E&O compliance related issues.</li><li>	Accountable for developing and analyzing the data/metrics of support service efforts including outstanding expirations, overdue activities, book revenue and/or other metrics so that these results can be effectively communicated as part of a continuous quality improvement effort.</li><li>	Steadily drives the improvement in product and service offerings to make our company more desirable to clients and prospects while creating reliable delivery of our services </li><li>	Consistently hires, monitors, trains and develops exceptional account management and client service team members to secure retention of current clients to include annual renewals, obtaining broker of record agreements, and high client satisfaction.</li><li>	Evaluates, manages, trains, coaches and counsels account management and client service staff, specifically to ensure a consultative approach to account/client management and retention.</li><li>	Facilitates training and cross training platforms, including but not limited to WorkSmart, AMS attends Vertifore conference on an annual basis.</li><li>	Works with operational teams and account management leadership to ensure account services processes are seamless regardless of location or support team.</li><li>	Develops and manages a standardized renewal process including requests from carriers and proposals delivered to clients.</li><li>	Provides carrier partners with a primary contact for personal and commercial lines, in conjunction with leadership including sales and operations.</li><li>	Assists account management team with access to carrier partners, new vendors, or products that may benefit clients.</li><li>	Leads the successful roll-out of the WorkSmart software in AMS </li><li>	Leads the monthly business review meetings with key sales, operational and financial leadership.</li><li>	Other duties and special projects as assigned</li></ul> SKILLS <ul><li>	In-depth understanding of all aspects of commercial and personal lines coverage</li><li>	Excellent analytical and mathematical skills</li><li>	Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions</li><li>	Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others</li><li>	Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications and password administration on carrier sites </li><li>	Strong knowledge of insurance markets, products, services, insurance ratings and underwriting procedures</li><li>	Demonstrated experience in team leadership and the ability to successfully accomplish department goals</li></ul> COMPENTENCIES <ul><li>	Goal oriented, has a strategic mindset, plans accordingly for all activities</li><li>	Self-motivated with a high level of drive, energy, persistence and initiative. Is proactive, committed, has high standards, achievement oriented, does what it takes to get the job done and high enthusiasm</li><li>	Ability to effectively engage and influence a variety of audiences</li><li>	Demonstrated and established leader and team member</li><li>	Tenacious and proficient at developing long term relationships </li><li>	Excellent networker and carrier prospector with creativity and marketing flair </li><li>	Ability to prioritize and handle multiple tasks in a demanding work environment</li><li>	Willingness to adhere to all principles of confidentiality</li><li>	Must value operating in a collaborative work environment</li><li>	Ability to show initiative, good judgment, and resourcefulness</li><li>	Ability to present to groups in person and via webinar</li></ul> EDUCATION AND QUALIFICATIONS <ul><li>	College degree preferred or comparable work experience. </li><li>	15+ years’ experience in the insurance industry with a focus on Operations, Client Retention and opportunities for New Business is required </li><li>	CPCU, CISR, CIC, AIS, and/or AFIS, a plus</li><li>	Demonstrated leadership and management experience in a client service environment</li></ul> Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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Jobot

Senior Vice President - Insurance

Analysis Skills

Brokerage

Business Growth

Coaching

Communication Skills

Compensation and Benefits

Computer Skills

Cross-Selling

Customer Relations

Customer Retention/Renewal

Customer Satisfaction

Customer Support/Service

Data Analysis

Develop and Maintain Customers

Establish Priorities

Insurance Sales

Insurance Underwriting

Interpersonal Skills

Leadership

Marketing

Mathematics

Metrics

Microsoft Excel

Microsoft Office

Microsoft PowerPoint

Microsoft Word

Multiplatform/Cross-Platform

Multitasking

Presentation/Verbal Skills

Process Improvement

Product Support

Product/Service Launch

Quality Management

Sales

Sales Management

Sales Operations

Sculpture

Service Delivery

Strategic Planning

Team Lead/Manager

Team Player

Teleconferencing

Vendor/Supplier Selection

Webinar

monster

Unclassified Occupations

Deliver services according to the agreements with individual clients, adhering to timeline commitments, including consulting reports, mod calculations and analysis, claim reviews, client meetings, and sales presentations. Prepare consulting clients for policy year services and collaborate with our support team (Patra) to ensure timely and efficient task completion.

Objective:The Consulting Associate role is an entry-level position designed to provide administrative support to Executive Consultants while managing a portfolio of small business clients. The Consulting Associate will work closely with clients’ carriers and claims administrators to ensure that claims are managed proactively and reserved appropriately. This role will produce timely client reports that accurately reflect their efforts and outcomes. The Consulting Associate will also assist Executive Consultants in servicing and maintaining all contracted services.Responsibilities Include:<ul><li>Collaborate with carriers and claims administrators to gather necessary information through RMIS or direct requests.</li><li>Prepare consulting clients for policy year services and collaborate with our support team (Patra) to ensure timely and efficient task completion.</li><li>Assist with the Aged Receivable report and recovery of outstanding payments.</li><li>Manage the monthly Book of Business Report Generation.</li><li>Execute EPIC Activities promptly.</li><li>Oversee a specific portfolio of small business/tracking clients.</li><li>Assist consultants with preparing for client meetings and claim reviews.</li><li>Deliver services according to the agreements with individual clients, adhering to timeline commitments, including consulting reports, mod calculations and analysis, claim reviews, client meetings, and sales presentations.</li><li>Collaborate with all members of the Consulting team, providing backup support as needed.</li><li>Adhere to HIB Consulting Division Service Standards as established by HIB Corporate.</li><li>Take responsibility for all aspects of a Consulting client, the consulting contract, and consulting services.</li><li>Utilize available technological tools to efficiently manage workload and obtain client information.</li><li>Participation in educational training sessions (both online and in person) to enhance your understanding and expertise in this role.</li><li>Special projects or duties as assigned.</li></ul>Requirements:<ul><li>Education – High School graduate or equivalent required.</li><li>1 to 3 years of administrative experience in an office setting. Customer-facing work experience is required. Insurance experience is preferred. </li><li>Effective communication and collaboration skills are required.</li><li>Working knowledge of Microsoft Office, particularly in Outlook, Excel, Word, and PowerPoint.</li><li>Must be comfortable using web-based platforms. </li><li>Professional demeanor and behavior are required, as referenced in the Heffernan Habits.</li></ul>Compensation:The base salary range for this position is$50,000to$60,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors.This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers .Heffernan Habits (Expectations):These are practices that represent our unique employee culture.<ul><li>Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.</li><li>Do Good – This is our core. We strive to do good for our clients, our company and our communities.</li><li>Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.</li><li>Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.</li><li>Answer The Phone (And Email) – Be available and responsive to clients and colleagues.</li><li>Be Humble And Own It – We all make mistakes – what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.</li><li>Celebrate And Value Our Differences – We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. </li></ul>Working Conditions:<ul><li>The work environment may involve working indoors, either sitting at a desk or standing for long periods.</li><li>Daily use of computers, keyboards, mice, headsets, printers, and other standard office equipment.</li><li>This position may require the flexibility to work outside regular hours.</li></ul>Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.#J-18808-Ljbffr

Heffernan Insurance Brokers

Consulting Associate

Administrative Skills

Consulting

Contract Management

High School Diploma

Incentive Programs

Keyboards

Microsoft Outlook

Office Equipment

Printers

Sales Presentation

Small Business

Telephone Skills

Time Management

Insurance Agent

As a fiercely independent insurance and risk management firm, we provide unparalleled client service while empowering our brokers to achieve financial freedom and long-term success. We are actively seeking licensed Commercial Insurance Brokers to join our dynamic, high-energy team in Northern California and Reno, NV.

<h3> Experienced Sales Professionals: Your Dream Career Starts Here! </h3>Are you a driven, high-performing sales professional ready to take your career to the next level? Do you crave the freedom of remote work, the excitement of unlimited earning potential, and the opportunity to become a future Partner? If so, DHW Insurance Brokers is looking for YOU!We are actively seeking licensed Commercial Insurance Brokers to join our dynamic, high-energy team in Northern California and Reno, NV. This isn’t just another job—it’s a wealth-building opportunity with a clear path to ownership in a thriving firm. We provide elite training, top-tier mentorship, and a winning environment where you can love what you do while building an impressive book of business.<h3> What We Offer:</h3>Mentorship & Coaching – Work alongside top producers who will help you succeed Path to Ownership – Yes, you can become a Partner! Sky-High Earning Potential – Unlimited commissions on new business AND renewals Remote Work Flexibility – Work from home while building a thriving career Comprehensive Benefits Package – Medical, dental, vision, and more Retirement Plan – 401k match & IRA options Paid Time Off – Vacation, sick leave & holidays A Fun, Competitive Culture – Because work should be exciting!<h3> Who We’re Looking For:</h3>️ Licensed – Must hold an active California Property & Casualty License ️ Proven Sales Experience – At least 3 years of successful sales performance ️ Relationship Builder – You know how to connect, advise, and close deals ️ Tech-Savvy – Familiar with insurance management software & Microsoft Office Suite ️ A True Go-Getter – Motivated, competitive, and ready to WIN ️ Positive & Fun Personality – Because a great attitude is everything!<h3> Why DHW?</h3>At DHW Insurance Brokers, we do things differently. Dedication, Heart, and Wisdom are at the core of everything we do. As a fiercely independent insurance and risk management firm, we provide unparalleled client service while empowering our brokers to achieve financial freedom and long-term success.Ready to take charge of your career? If you’re looking for an opportunity that offers stability, unlimited growth, and the chance to truly love your work, we want to hear from you! Email us today to set up an interview.NO PHONE CALLS, PLEASE.Learn more about us:<a href="#" rel="nofollow">www.DHW-ins.com</a>DHW Insurance Brokers is an Equal Opportunity Employer.#J-18808-Ljbffr

DHW Insurance Brokers

Commercial Insurance Broker

Risk Management

Sales Closing Skills

Work From Home

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The Best Online Insurance Jobs in Brentwood, CA | Monster