Partner? s financial performance. Key Tasks and Deliverables: The Insurance Account Representative performs the following key tasks and is responsible for the following key deliverables: Whether via website, portal or phone call, performs follow up with an aim towards the collection and resolution of assigned insurance balances.
Leverages understanding of managed care contracts, Payer behaviors and clean claim statutes to influence the intent of the Payer and overcome objections or delays to payment. Understands expected reimbursement on assigned Payer (s); identifies and attempts to resolve and prevent payment discrepancies. Submits/Re-submits UB-04, 1500 and/or other applicable Claim
forms; accurately populating each field locator and attaching all associated documentation (to include Itemized Statements, Medical Records etc) where the Billing/Re-Billing function is assigned to Excalibur.
Works with Payers and Patients to resolve coverage, coordination of benefits and authorization issues that may impact resolution of a claim. Manages printing and mailing Claims. Consistently documents all Payer and Patient encounters in Hospital? s source system and/or Excalibur? s workflow solution. Skill Sets and Experience: The Insurance Account Representative must be able to demonstrate an ongoing command of the following: Components of the UB-04 and CMS 1500 forms. Thorough
content knowledge of all Client Policy Statements, Procedures, Process Maps and other documentation.
Patient-Centric Customer Service. Multi-system toggling and organizational efficiency. Documentation, written and verbal communication. Other Requirements: Additional Requirements or Preferred Experience Include: Proficiency in Microsoft Office Products? including Word, Power Point and Excel. Understanding of Gov't and Non Gov't Payers. HIPAA and related Privacy and Security Acts and Regulations. Excellent Communication Skills? and an ability to connect with leaders and staff. Team Player. Passion for Healthcare. Education: High School Diploma or equivalent is required for this position.
Job Types: Full-time, Part-time Pay: From $16.00 per hour Benefits: Health insurance Paid time off Schedule: Monday to Friday Supplemental Pay: Bonus pay Application Question(s): Are you familiar with EOB's? Experience: Healthcare Insurance Follow Up: 1 year (Required) Healthcare Admin: 1 year (Required) Work Location: Remote
our premier standards, we are currently recruiting for a Senior Claims Representative to work within our Commercial Liability unit. This position will sit in our Edwardsville, Il or Stevens Point, WI office with the potential to work remotely from home. What You'll Do: As a Senior Claims Representative with Sentry, you'll provide superior customer service by conducting prompt claim investigations, which includes evaluating coverage, determining liability, and settlement of damages.
In addition, you'll: Promptly investigate new commercial transportation claims Review coverage forms and contracts to interpret applicable coverage then communicate the analysis to our customers Evaluate the
facts and develop and execute plans to resolve bodily injury and property damage claims Review medical documentation to determine the value of bodily injury claims Document all decisions, correspondence, reports, and discussions Negotiate the settlement of bodily injury and property damage claims with claimants and their legal counsel Pay claims within assigned authority limits Interpret coverage and communicate the analysis to our customers Present an overview of specific claims to customers and company associates What it Takes: Bachelor's degree or related experience5+ years of bodily injury claims experience required; transportation experience preferred Knowledge of insurance policies and
coverage, claim payment procedures, insurance regulations, and familiarity with medical and legal terminology is preferred Prior experience with large exposure catastrophic type injuries Background in handling a caseload of litigated files Analytical skills to review, exercise judgment, and evaluate claims to make sound decisions Ability to review and interpret complex and detailed documents Effective oral and written communication skills Ability to maintain confidential information Effective computer and math skills beneficial What You'll Receive: At Sentry, your total rewards go beyond competitive compensation.
Below are some benefits and perks that you'll receive.
Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday in office. As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office. Meal Subsidy for associates who report to an office.401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future. Continue your education and career development through Sentry University (Sentry U) and utilize our Tuition Reimbursement program Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.
Well-being and Employee Assistance programs Sentry Foundation gift matching program to encourage charitable giving. About Sentry: We take great pride in making Forbes' list of America's Best Midsize Employers since 2017. A lot of different factors go into that honor, many of which contribute to your job satisfaction.
Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we're one of the largest and financially strongest mutual insurance companies in the United States. We're rated A+ by A. M. Best, the industry's leading rating authority. Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.
Get ready to own your future at Sentry. Opportunities await! Joe Larsen Talent Acquisition Specialist xyz X@ Equal Employment Opportunity Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, interaction, disability, age, marital status, or interactionual orientation.
make sales by building relationships with business prospects in the Insurance Industry. You will focus on strengthening our presence with Insurance Agents and Insurance companies. You? ll be trained on a proven sales process that includes a variety of responsibilities, including running sales routes, assisting with traditional and digital marketing, becoming active in professional associations, hosting events, and pursuing leads when disaster strikes.
You? ll work a traditional Monday - Friday schedule most weeks, but will be expected to attend professional events (e. g. golf tournaments) and assist with pursuing leads after hours as necessary. Benefits to you: Health insurance-medical,
dental, vision401K Benefits Vehicle Allowance Base Salary with high commission potential! Key Responsibilities: Building relationships and rapport while educating customers in the Insurance Sector on SERVPRO and the restoration industry Executing sales routes with clear objectives and documenting your progress Maintaining assigned contact lists and detailed records in our CRMParticipating in professional associations, hosting lunch-and-learns, and promoting continuing education (CE) courses Hosting and attending community events to represent and promote the brand Pursuing leads after hours when disaster strikes to offer relief and assistance Completing Emergency Ready Profiles (ERPs) and discuss
benefits of emergency event preparation Monitoring and follow up on all assigned jobs, ensuring customer needs are met Increase sales territory revenue by consistently achieving sales territory goals Qualifications: Proven sales experience -preferably in restoration (fire, water) and or Insurance business--huge plus!
Superb customer service skills, follow-through, independence and organization Outside sales experience Prior experience with property management High-energy approach to relationship building All employees of a SERVPRO Franchise are hired by, employed by, and under the sole supervision and control of an independently owned and operated SERVPRO Franchise.
SERVPRO Franchise employees are not employed by, jointly employed by, agents of, or under the supervision or control of Servpro Franchisor, LLC, in any manner whatsoever.
insurance. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive. Commission only Flexible hours Valuable experience Hiring Bonus up to $500 Requirements Interest in marketing products and services based on customer needs Self-motivated Able to learn computer functions Ability to make presentations to potential customers Ability to effectively relate to a customer Life and Health license (must be able to obtain) If you
are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents? employees are not employees of State Farm.
for assigned territory Evaluates and analyzes complex accounts for risk selection and pricing purposes Develops and fosters agency relationships Collaborates with marketing representatives to ensure agents receive excellent customer experiences Offers appropriate coverage for exposures and explains decisions to agents Coordinates with marketing and branch management in the agency planning and review processes Education & Experience: Bachelor's degree, preferably in insurance or business administration, or equivalent relevant experience Three years of experience in commercial lines underwriting Insurance designations, such as CPCU preferred Knowledge, Skills & Abilities: Strong knowledge of underwriting
and risk analysis Excellent problem-solving skills and the ability to make sound decisions Ability to work effectively with others, as well as independently Ability to maintain high standards of professional competence Strong customer service skills Strong computer skills, including knowledge of Microsoft Office and social media Ability to work on multiple projects while meeting deadlines Ability to effectively communicate products, procedures, business planning and system information necessary to positively influence production within assigned territory Strong written and verbal communication skills, including the ability to speak in front of others Strong presentation skills preferred Occasional
travel; a valid driver?
s license with an acceptable motor vehicle report per company standards required if traveling Our employment practices are in accord with the laws which prohibit discrimination due to race, color, creed, interaction, interactionual orientation, gender identity, genetic information, religion, age, national origin or ancestry, physical or mental disability, medical condition, veteran status, active military status, citizenship status, marital status or any other consideration made unlawful by federal, state, or local laws.
All of our locations are tobacco free including in company vehicles. To learn more about why you? re gonna love it here, watch the video below.
to think globally. As part of One team, One Kroll, you? ll contribute to a supportive and collaborative work environment that empowers you to excel. Kroll Fixed Asset Management and Insurance Solutions? practice provides fixed asset inventory reconciliation, management and property insurance appraisal.
At Kroll, your work will help deliver clarity to our clients? most complex governance, risk and transparency challenges. Apply now to join One team, One Kroll. RESPONSIBILITIES: Develop expertise and assist Project Managers with real and personal property valuations for insurance purposes through comprehensive training. Assist Project Managers in fixed asset inventories for buildings, machinery
and equipment, infrastructure, land, and land improvements. Develop knowledge of services Kroll provides and concepts relating to appraisal industry as well as accounting.
Learn proprietary software and other valuation resources Develop an understanding of accounting and insurance capital asset valuation, using direct, standard and normal costing techniques with consistency and accuracy. Maintain detailed documentation on all assignments. Maintain time and expense reports and submit on a regular, timely basis. Complete weekly Project Status Log. Perform other related duties as assigned. REQUIREMENTS: Bachelor's degree Strong PC skills and excellent oral and written communication skills.
Candidates should also be detail oriented and possess an ability to work on multiple tasks independently while effectively interfacing with people at all corporate levels.
Approximately 70% overnight travel is required. Excellent written and verbal communication skills that help represent diverse communities. Experience working with diverse teams. In order to be considered for a position, you must formally apply via careers.Kroll is committed to creating an inclusive work environment. We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, interactionual orientation, marital status, veteran status, age or disability.
All employees must comply with Kroll? s mandatory vaccination policy, subject to all applicable federal, state, and local laws. #LI-FD1#LI-Remote#efin
and sell insurance policies to new and existing clients Explain coverages, how it works, and options they have fit their needs Establish, develop and maintain a professional relationship with all customers Resolve client inquiries and complaints Seek out new business via telephone, networking, and various lead sources Comply with insurance standards and regulations Track and identify areas of improvement Qualifications: Previous experience in insurance, customer service, or other related fields Ability to build rapport with clients Strong negotiation skills Excellent written and verbal communication skills Must be able to multi-task, and follow-thru until the process is completed A valid P&C
License (Required) Job Type: Full-time Pay: $30,000.00 - $100,000.00 per year Schedule: Monday to Friday Ability to commute/relocate: Diberville, MS 39540: Reliably commute or planning to relocate before starting work (Preferred) License/Certification: Insurance Producer License (Preferred) Life Insurance License (Preferred) Work Location: One location
for assigned territory Evaluates and analyzes complex accounts for risk selection and pricing purposes Develops and fosters agency relationships Collaborates with marketing representatives to ensure agents receive excellent customer experiences Offers appropriate coverage for exposures and explains decisions to agents Coordinates with marketing and branch management in the agency planning and review processes Education & Experience: Bachelor's degree, preferably in insurance or business administration, or equivalent relevant experience Three years of experience in commercial lines underwriting Insurance designations, such as CPCU preferred Knowledge, Skills & Abilities: Strong knowledge of underwriting
and risk analysis Excellent problem-solving skills and the ability to make sound decisions Ability to work effectively with others, as well as independently Ability to maintain high standards of professional competence Strong customer service skills Strong computer skills, including knowledge of Microsoft Office and social media Ability to work on multiple projects while meeting deadlines Ability to effectively communicate products, procedures, business planning and system information necessary to positively influence production within assigned territory Strong written and verbal communication skills, including the ability to speak in front of others Strong presentation skills preferred Occasional
travel; a valid driver?
s license with an acceptable motor vehicle report per company standards required if traveling Our employment practices are in accord with the laws which prohibit discrimination due to race, color, creed, interaction, interactionual orientation, gender identity, genetic information, religion, age, national origin or ancestry, physical or mental disability, medical condition, veteran status, active military status, citizenship status, marital status or any other consideration made unlawful by federal, state, or local laws.
All of our locations are tobacco free including in company vehicles. To learn more about why you? re gonna love it here, watch the video below.
support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your career. And it means working in an environment that celebrates diversity and is fair and inclusive. A career at Sedgwick is where passion meets purpose to make a positive impact on the world through the people and organizations we serve.
If you are someone who is driven to make a difference, who enjoys a challenge and above all, if you're someone who cares, there's a place for you here. Join us and contribute to Sedgwick being a great place to work. Great Place to Work Most Loved Workplace Forbes Best-in-State Employer(Part-Time) Claims Examiner - Workers Compensation
Midwest Region Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world's best brands?
Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture. Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the world's most respected organizations. Be a part of a rapidly growing, industry-leading global company known for its excellence and customer service. Leverage Sedgwick's broad, global network of experts to both learn from and to share your insights. Take advantage of a variety of
professional development opportunities that help you perform your best work and grow your career.
Enjoy flexibility and autonomy in your daily work, your location, and your career path. Access diverse and comprehensive benefits to take care of your mental, physical, financial and professional needs. ARE YOU AN IDEAL CANDIDATE? We are looking for driven individuals that embody our caring counts model and core values that include empathy, accountability, collaboration, growth, and inclusion. PREFERRED GEOGRAPHIC LOCATIONS Aurora, ILAustin, TXBoise, IDChicago, ILDallas / Fort Worth, TXDes Moines, IAHelena, MTHouston, TXHowell, MILas Vegas, NVMinneapolis, MNNegaunee, MIOmaha, NEOverland Park, KSPortland, ORSan Antonio, TXWausau, WICandidates outside of the preferred geographic regions listed above may still be considered based on level of experience.
PRIMARY PURPOSE OF THE ROLE: To analyze high-level Workers Compensation claims on behalf of our valued clients to determine benefits due, while ensuring ongoing adjudication of claims within service expectations, industry best practices, and specific client service requirements. ESSENTIAL RESPONSIBLITIES MAY INCLUDE Analyzing and processing claims through well-developed action plans to an appropriate and timely resolution by investigating and gathering information to determine the exposure on the claim.
Negotiating settlement of claims within designated authority. Communicating claim activity and processing with the claimant and the client. Reporting claims to the excess carrier and responding to requests of directions in a professional and timely manner. QUALIFICATIONS Education & Licensing: 5+ years of claims management experience or equivalent combination of education and experience required. High School Diploma or GED required. Bachelor's degree from an accredited college or university preferred.
Professional certification as applicable to line of business preferred. Indemnity experience required. Licensing / Jurisdiction Knowledge: Active adjusters license preferred. TAKING CARE OF YOU Flexible work schedule. Referral incentive program. Career development and promotional growth opportunities. A diverse and comprehensive benefits offering including medical, dental vision, 401K on day one. #claiminteractionaminer #claims Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace. If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway!
Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles. Requisition #: R44515tcv57hlu2
and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value diversity and recognize the benefits gained when people from different cultures, backgrounds and experiences work collaboratively to achieve business results.
We are intentionally focused on fostering an inclusive culture and know valuing diversity is an essential leadership quality. Our goal is to create a workplace where all employees feel included, empowered and enabled to perform at their best. For more than 35 years, Great American's Specialty Human Services Division has provided insurance solutions to the human and social service marketplace. The division is one
of the first insurance companies to recognize the special needs of these organizations. Over the years, coverage and services have expanded to ensure expertise to meet the evolving needs of this marketplace.
Coverage is available for hundreds of classes of business, including: Arts and Cultural Clubs Community Services Education Family Services and Counseling Food Distribution and Thrift Stores Foundations and Grant Making Shelters Recreation and Sports Youth Services To learn more about our Specialty Human Services division, clink this link: /for-businesses/division-details/specialty-human-services Our Specialty Human Services division is looking for a Senior Underwriter, Underwriting
Specialist or Master Underwriter to join their team. The lines of coverage include Abuse or Molestation, Commercial Auto, Crime & Employee Dishonesty, Data Compromise, Equipment Breakdown, GL, Inland Marine, Professional Liability, Commercial Property, Umbrella and Excess Liability.
The person hired for this position will be fully remote. We are only looking for candidates who reside in Illinois, the Southeast states, or the Mid-Atlantic states. Essential Job Functions and Responsibilities Has responsibility for risk selection/rejection, pricing, retention, growth, and profitability per divisional objectives. Uses independent judgment and initiative to support business goals.
Maintains a high level of customer service. Analyzes coverage and limit requests and decides what terms to offer. Prices business in accordance with company guidelines. backsses risk quality and compliance within company guidelines and initiates appropriate loss prevention actions. Orders and screens miscellaneous reports needed in the rating and underwriting processes, such as Motor Vehicle reports, loss history reports, credit checks, outside inspections, loss control, etc. Develops and maintains effective business relationships with internal and external customers/coworkers in order to attract and retain profitable business.
Interprets, explains, and markets products and services. Develops relationships with agents & brokers through telephone interactions. Applies underwriting rules and guidelines, rating manual rules, and insurance laws and regulations. May provide guidance and assistance to lower level positions. Performs other duties as assigned. Job Requirements Bachelor's Degree or equivalent experience in Business, Liberal Arts or a related discipline. Generally, 3 to 10+ years of related experience. Non-profit/social service industry experience preferred.
Multi-line underwriting experience required. Progression toward certification in area of expertise preferred; appropriate certifications could include Associate in Underwriting (AU), Chartered Property Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC), Program in General Insurance (INS) or Associate of Risk Management (ARM). Ability/willingness to travel to Cincinnati 1-2 times a year. Ability/willingness to travel to visit agents/brokers at least once a quarter. Pay is dependent on the candidate's background, experience, and geographical location. Business Unit: Specialty Human Services Salary Range: $83,000.00 -$135,000.00 Benefits: We offer competitive healthcare, retirement, and paid time off benefits for full-time and part-time benefit eligible employees.
Requisition #: R51156ahf9io63
Responsibilities (include but not exclusive to the following): Respond to phone calls, emails, walk ins, respond to client referrals in a timely manner; answer client questions regarding insurance coverage and offer solutions with the clients' best interest in mind Prepare proposals for prospects and make follow-up calls to clients; maintain up to date electronic files on all current and prospective clients.
Work with existing clients to discuss ongoing coverage needs, renewals and changes to current plans while providing risk management advice Assist Insurance Sales Manager in development of ongoing marketing campaigns to achieve department goals Reviewing Employee Manual of expectations
Collecting, backssing, quoting and presenting personal insurance packages to prospective clients Key Skills Required: Must be a team player with a positive can-do attitude College degree preferred but high school diploma or graduate equivalent degree required Active property-casualty license a plus but will train for the right person In order to be successful: Outstanding written and oral communication skills Good team building skills with an ability to work independently and/or with minimum supervision Highly motivated, goal oriented and organized individual that is driven to achieve individual sales goals Good customer service skills that can be applied to the sales process Strong knowledge
of carriers and personal insurance market place (Safeco, Grange, Progressive, Mapfre, Foremost) Maintain FPIS standards for client confidentiality Understand and commit to mutual objectives of the Personal Insurance Practice Candidates must be authorized to work in the US Insurance Experience and license needed within 90 days of DOH.
Paid vacation and sick leave accrual; Retirement plan with Employer Match; Health/Vision Insurance Please send your resume and cover letter to xyz X@.
for various companies Review material to ensure compliance with various state requirements Coordinate and exchange information internally, with clients and state regulators Stay up-to-date on licensing requirements by maintaining in-depth knowledge of all processes Update and maintain company licensing data Research laws and regulations Review and/or develop coverage forms and endorsements to ensure compliance Interpret state DOI directives, i.
e. bulletins, statutes, regulations, etc. Effectively collaborate and communicate with clients and regulators to foster relationships Experience: 5+ years? directly related Insurance-industry experience Uniform Certificate of Authority Application
(UCAA) experience is required Commercial lines experience Working knowledge of Property & Casualty Coverages Skills Required: Excellent organizational skills Research capabilities using various industry resources Proofreading and formatting proficiency Excellent written and oral communication Customer service oriented Ability to identify problems and offer solutions Ability to work independently as well as part of a team Prioritize work and maintain excellent record keeping Proficient with Microsoft Office applications Flexible to adapt with priority changes Ability to work on multiple projects under time constraints and meet deadlines Legal background and Agent Licensing, a plus Benefits: Fully
remote position Flexible PTO policy Excellent Benefits package Job Type: Full-time Pay: $50,000.00 - $90,000.00 per year Benefits: 401(k) Dental insurance Flexible schedule Health insurance Paid time off Vision insurance Work from home Schedule: Monday to Friday Supplemental Pay: Bonus pay Experience: Insurance Industry: 5 years (Preferred) Work Location: Remote
who serves a remarkable clientele excites you and you have a growth and abundance-mindset to work within the context of a small, collaborative team, please continue reading. Our Insurance & Investments Operations associate will serve as a point of contact for potential and established clients, acting as a liaison between our underwriters & home office team, our broker-dealers, the Financial Advisor and our clients.
The Insurance & Investments Operations role will be responsible for performing the daily activities related to the insurance side of financial planning (life, disability and long-term care) and the investment operations department. The insurance side of this role is focused
on reviewing & processing insurance applications as well as providing policy owner service to our clients. The investments piece of this role includes the functions of portfolio accounting and administration, and rebalancing to firm models, owning the account transfer process, ACH and wire requests, fee billing, setting up client portals, assisting with tax reporting, and preparing a variety of other ongoing and special reports.
Our ideal candidate will have a keen attention to detail, and exceptional organizational skills. Qualifications: Bachelor? s Degree (preferred) in Economics or Business Minimum of 2 years of full-time experience in the financial services/wealth management field
Life, Accident & Health Insurance License AND Series 6 & 63 (required) Series 7/66 and CFP®, CFA or CIMA candidates will be strongly considered first Experience & Advanced Knowledge Required: Advanced Microsoft Excel and Microsoft Dynamics, Netx360, Envestnet/Env2, Navi Plan (or similar planning/modeling software), Morningstar and Folio Dynamix Proficiency a MUST in: Outlook, Google Calendar, Excellent verbal and written communication This is a back office but client facing role.
Quick responses to client requests for liquidation and wire requests. Strong grasp of operational workflows in insurance, asset movement and accounting. A positive attitude and optimistic outlook coupled with ambition and a stellar work ethic.
Compensation and Benefits: Base Salary: $70,000 - $85,000, commensurate with experience and licensing Annual Bonus Potential and Generous PTO and Paid Holidays Monthly Health Care Stipend and Short-Term Disability Insurance Applying Insurance & Investments Operations candidates should have the ability to: Review and process all insurance applications and monitor the progress through underwriting Schedule and order medical, nonmedical, and/or other data necessary for underwriting Policy owner service to our insurance clients and client aggregation Work efficiently on account acquisition tasks (i.
e. account establishment, account transfers, etc. ) Work efficiently on ongoing client services and interaction (i. e. money movement, title changes, etc. ) Apply statistical concepts to portfolio construction and wealth management; demonstrate how to construct an efficient household portfolio, analyze how investment features help clients meet spending goals and analyze the impact of the economic environment on financial markets. Use our proprietary software to conduct side-by-side portfolio analysis Analyze fixed-income instruments, equity instruments, diversified securities and other financial instruments.
Maintain strong compliance documentation related to research, trading and client interaction Collaboration w/ Financial Advisor on strategies for risk/wealth management Relationship Management & Client Interaction: prepare ongoing client review meetings, highly responsive to insurance and investment clients? calls & inquires, and proactively reaching out to clients for appropriate information when needed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, interactionual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
COVID? We are currently working remotely. When the team returns to the office, we will continue to follow all state and CDC guidelines. Covid: this role is 100% remote and at this time, we have no plans to return to an in-person office working environment. Job Type: Full-time Pay: $70,000.00 - $85,000.00 per year Benefits: Health insurance Paid time off Schedule: Monday to Friday Supplemental Pay: Bonus pay COVID-19 considerations: Covid: this role is 100% remote and at this time, we have no plans to return to an in-person office working environment.
Application Question(s): Are you proficient in Outlook and Google Calendar? Are you proficient in Advanced Microsoft Excel and Microsoft Dynamics? Education: Bachelor's (Preferred) Experience: financial services support: 2 years (Preferred) License/Certification: Series 6 and 63 registrations (Required) Series 7 and 66 registrations (Preferred) Life, Accident & Health Insurance licenses (Required) Work Location: Remote
manage up coming renewals-Assist with the placement of new Business- Help train new account managers- Maintain accurate records in the agency management System- Manage Day to Day operations Job Type: Full-time Pay: $60,000.00 - $80,000.00 per year Benefits: Paid time off Schedule: Monday to Friday No weekends Supplemental Pay: Bonus pay Experience: Florida Agency management: 5 years (Preferred) License/Certification: 2-20 FL Insurance License (Required) Work Location: Remote
one of the world? s largest P&C writers. An experienced Team led by Todd Hendershot, Alex Pittignano and Marcos Garcia-Norris bring over 60 years of commercial P&C experience to the organization. Axon Middle Market Package a division of Axon Underwriting is currently looking for a Senior Underwriter to join our Middle Market Package team.
Responsibilities: Driving profitable growth in North America for all package lines Conduct underwriting activities in accordance with underwriting authority, underwriting guidelines, company policies and procedures and insurance laws and regulations Contribute to our strategic goals both in Axon MMP and Axon Corporate Work towards achieving team and
individual profitability and production goals Assist in the preparation and development of portfolio management reports and resources Work with and mentor our Underwriting Technician assigned to your territory 10%-15% travel expected Requirements: · 2+ Years of experience underwriting package business or similar experience· Demonstrates the ability to underwrite multi-peril insurance policies, including, Property, Liability, Auto and Workers Compensation· Fluency in Microsoft products including Excel· Completion of State P&C License requirements within 90 days of hire· This position is open nationwide?
About Axon: AXON Underwriting Services, LLC was formed in 2013 by underwriting and
brokerage experts, to raise the bar in business insurance performance.
Offering a highly efficient, full-service MGA/MGU and Program Administrator platform, AXON allows its brokerage partners to leverage its expertise and capabilities to expand current offerings and enhance distribution strategies. Axon underwrites and distributes products via underwriting authority granted by multiple? A Rated? US carriers and as a Coverholder at Lloyds of London. Axon currently has underwriting authority for over 25 products and/or programs in the following industries: Environmental, Cargo & Marine, Crisis Management, Professional Liability, Commercial Package, Cyber and Reinsurance.
See more about Axon at.Job Type: Full-time Pay: From $75,000.00 per year Benefits: 401(k) Dental insurance Employee assistance program Health insurance Health savings account Life insurance Paid time off Vision insurance Schedule: 8 hour shift Work Location: Remote
