Morrison Insurance Group, PC Jobs in Usa

Company Description

Chicago Title Insurance Company (CTIC), established in 1876, is a trusted leader in the title insurance industry. As part of Fidelity National Financial, the nation's largest title insurance group, CTIC provides exceptional support for residential and commercial real estate transactions. With expertise in title, closing, post-closing, delivery, and recording, they offer comprehensive and reliable real estate solutions. Known for employing top professionals in the industry, Chicago Title prides itself on a tailored approach to meet the unique needs of its clients.

Role Description

This is a full-time on-site role for a Title Insurance Underwriter at Chicago Title Insurance Company, located in Albany, New York. The Title Insurance Underwriter will be responsible for reviewing property-related documents, assessing risks, determining the insurability of real estate transactions, and issuing title policies. The role also involves addressing underwriting queries, maintaining compliance with state and company regulations, and providing consultation to clients and colleagues on title-related matters.

Qualifications

• Strong analytical and problem-solving skills to assess risks and make sound underwriting decisions.
• Associates degree.
• Experience and knowledge in insurance and underwriting processes specific to title insurance.
• Excellent communication skills, including the ability to articulate complex information effectively to clients and team members.
• Attention to detail, organizational skills, and the ability to work in a fast-paced, deadline-driven environment.
• Proficiency in relevant underwriting and title tools or software.

Compensation and Benefits

• This position has the potential to earn in the range of $80,000 - $135,000 annually based on job-related factors, including skillset and experience. Actual rate may vary within the range provided. The base compensation is one component of the total rewards package offered to employees, including optional health insurance, paid holidays, vacation, sick time, 401k plan, and employee stock purchase plan.

Equal Opportunity Policy

• FNF, its affiliates and subsidiaries, is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, dusability, protected veteran status, national origin, sexual orientation, gender identity or expression (including transgender status), genetic information or any other characteristic protected by applicable law.

Job Overview – Vice President, Group Benefits Actuarial Valuation

Compensation: $225,000 – $250,000/year + bonus

Location: Remote (Based in Philadelphia, PA)

Atlantic Group is hiring a Vice President, Group Benefits Actuarial Valuation for our client, a fully remote leadership role overseeing actuarial valuation and reserving for Group Benefits products. You will ensure compliance with GAAP, IFRS 17, and Statutory standards while managing complex actuarial models, reserve adequacy, and valuation governance. The role serves as the primary actuarial contact for auditors, regulators, and senior leadership and combines deep technical expertise with people leadership.

Responsibilities as the Vice President, Group Benefits Actuarial Valuation:

• Reserving & Valuation Leadership: Lead reserve valuation across Group Benefits products in accordance with GAAP, IFRS 17, and Statutory requirements, ensuring timely completion and senior management review.
• Assumptions & Governance: Review, approve, and enhance valuation assumptions and methodologies while ensuring consistent application of actuarial standards of practice.
• Model Development & Analytics: Build, maintain, and enhance complex actuarial models to improve predictive accuracy, analytics, and regulatory compliance.
• Audit & Regulatory Oversight: Serve as the primary actuarial contact for audits, state examinations, and regulatory reviews, supporting internal controls and model governance.
• Leadership & Strategy: Manage and develop the actuarial valuation team while communicating reserving results, emerging trends, and insights to senior leadership.

Qualifications for the Vice President, Group Benefits Actuarial Valuation:

• Education: Bachelor’s degree in Actuarial Science, Mathematics, Statistics, Finance, or a related quantitative field required.
• Experience: 10+ years of actuarial experience within Group Benefits insurance, with senior-level responsibility across valuation, reserving, and team leadership.
• Certification & Membership: Fellow of the Society of Actuaries (FSA) required, with active membership in the American Academy of Actuaries (MAA) required.
• Industry Knowledge: Strong expertise in Group Benefits products with familiarity across GAAP, IFRS 17, and Statutory reporting frameworks.
• Technical Skills: Advanced actuarial modeling, data analysis, and risk management skills with hands-on experience using complex valuation models and strong computational tools, with annuity valuation experience preferred.
• Skills & Attributes: Executive-level communication skills, experience partnering with senior leadership and Boards, strong regulatory judgment, and effective remote team leadership.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

ID #47903

The New York (Manhattan) office of WSHB is looking for an experienced attorney (5-7 years) with coverage litigation and defense experience for commercial property insurance group representing the major carriers. The group seeks to add a skilled litigator with strong analytical skills to add depth to its team and who can independently progress large complex commercial litigation. You must be admitted to the New York State Bar - no exceptions.

WSHB attorneys handle a wide-spectrum of matters. On a daily basis, associates work closely with lead attorneys on all phases of litigation from case evaluation and reporting, discovery and depositions, through trial presentation, with an emphasis on strategic thinking to meet client objectives. Recognized nationally for its commitment to diversity and an inclusive atmosphere, WSHB and the New York office provides attorneys a flexible work from home policy and the opportunity to collaborate with lead attorneys across offices as well as across a variety of practice areas. Excellent research and writing skills are a must. Join an innovative firm and team of attorneys with a reputation for professional excellence that offer the flexibility and casualness of the modern legal practice.

Benefits include:

• A competitive salary package, including the potential for bonuses
• Insurance including medical, dental, vision, disability, life, and a flexible spending account
• 401(k) retirement plan
• Unlimited PTO
• A flexible work from home policy
• Professional development assistance
• Mentorship program
• Referral program

Salary depends on experience.

Recruiters - Please do not contact us as we are not using external recruiters to fill this position at this time.

We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential.

Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you’re up for the challenge, apply now!

$87,000 - $115,000 yearly

• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
  
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
  
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
  
• Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
  
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
  

• Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
  
• Job seekers must have an insurance license
  
• Candidates should have basic computer skills and be able to use Microsoft Office programs
  
• Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
  
• Experience with accounting and or sales lead software is a plus
  

Sherrill Insurance Agency partners with Fortune 500 and Fortune 100 companies to market and sell their products.

• No cold calling
• No Prospecting
• All Lead-based Sales
• Six-figure Mentorship
• Training

Compensation details: 87 Yearly Salary

PI2162b7e5936d-37344-39962779

Job Description:

Cothrom is looking to add a smart, resourceful, and proactive account assistant. You will assist with a diverse book of commercial property & casualty accounts. You will be working with our team to help our clients protect their businesses and operate efficiently. On any given day, you will be maintaining customer relationships, processing certificate requests, processing change requests, creating proposals, or assisting with claims.

Most importantly, you will be expanding your insurance skills to help move Cothrom (and your career!) forward. We are a fast-growing company with opportunity for growth to those with grit. Our typical industries served include technology, life sciences, manufacturing, non-profits, and residential associations.

Why Cothrom?

You will find a company that is dedicated to, and rewards, best practices. We offer a long-term career that will allow you to develop professionally and reach your personal goals. What are some of our values?

• Reward quality work and a high level of skill
• Value our employees professional and personal goals
• Provide structured support from within the organization to develop your professional skills
• Create a friendly, productive, and cooperative working environment
• Reward and provide growth to active, driven employees
• Strong benefits - Medical, Dental, Vision, LTD, Life, & 401k

Required Qualifications:

Our hiring decision will be based primarily on these three factors:

1. Industry – foremost show grit and persistence, a desire to be productive and work efficiently
2. Integrity – strength in the trust and relationships you build with your clients, co-workers, and brokers/underwriters
3. Intelligence – ability to learn new skills, add industry knowledge, and problem solve independently

Cothrom believes that candidates who possess these core attributes will be successful and grow regardless of prior experience and knowledge. Support for continued professional growth is part of our philosophy.

Desired Qualifications:

Secondary to the above evaluation, these factors will impact our hiring decisions, but are not requirements:

• Industry Experience – prior commercial P&C industry experience
• Technological Experience – Cothrom uses technology to its fullest extent possible, comfort using Applied Systems, electronic signature systems, Microsoft Office, Adobe Acrobat etc.
• Insurance License – a 2-20 General Lines license will be required within 180 days of hire date
• Communication Skills – professionalism in oral and written communication
• Continuing Education – acquisition or pursuit of industry designations such as the CPCU

Physical & Mental Requirements:

Ability to complete each of these tasks 7-8 hrs per day, unless otherwise noted:

• Ability to lift up to 35lbs rarely, less than 5 minutes a day
• Sit at a desk continuously
• Upper body range of motion and dexterity sufficient for constant use of a keyboard, mouse, phone and other office equipment
• Typing speed in excess of 35 wpm
• Vision sufficient for constant use of computer
• Hearing sufficient for daily in-person, video and telephone communication, 3-5 hours a day
• Able to concentrate on moderate detail with constant interruption
• Able to attend task/function for 45 min – 1 hour at a time, frequently 4-6 hours a day
• Able to remember multiple tasks/assignments given to self and others during the course of the day
• Able to remember multiple tasks/assignments given to self and others over long periods of time
• Ability to communicate verbally and in written word at standard high school level vocabulary

Please include a cover letter with your resume.

Insurance Account Executive – Brentwood, TN

Are you an ambitious sales professional ready to grow your career in insurance? The Wood Brightway Agency is seeking an Insurance Account Executive to help clients protect what matters most in Brentwood, TN. With Brightway’s strong brand, centralized support, and performance-driven environment, you can focus on building relationships, closing sales, and advancing your career.

Why You’ll Love This Role:

• Work for a fast-growing, reputable agency with a strong local and national presence
• Access to cutting-edge AI-enabled tools to streamline your workflow
• Join a collaborative, performance-driven team that recognizes and rewards results
• Enjoy autonomy in managing your daily sales activities
• Grow your career and skills in a structured, merit-based environment

Key Responsibilities:

• Advise clients on Personal Lines insurance tailored to their unique needs
• Identify and engage potential clients in the community using proactive outreach
• Manage the full sales process from consultation to policy issuance
• Meet and exceed sales targets for quotes and new business
• Provide excellent customer service to build trust and long-term client relationships

Qualifications:

• Active TN Property & Casualty License required
• 1–2+ years of insurance or B2B sales experience preferred
• Motivated, coachable, and goal-oriented
• Strong communication, presentation, and relationship-building skills
• Ability to thrive in a fast-paced, results-focused environment

About Brightway:

Founded in 2003, Brightway Insurance is one of the fastest-growing independent insurance franchise networks in the U.S., with agencies in 45 states and more than $1.7 billion in annual premium. Brightway supports its producers and agency owners with technology, centralized service, carrier access, and a collaborative community, enabling ambitious sales professionals to advance quickly and make a meaningful impact in their communities.

Next Step:

If you’re ready to take your career to the next level and excel in a dynamic, performance-driven sales environment, apply today!

Insurance Account Representative

We are excited to partner with our client, Kristen Kruger State Farm Agency, a well-established leader in the insurance industry serving Tempe and the surrounding communities since 2007. With nearly two decades of commitment to trusted client relationships and personalized coverage solutions, this agency has a strong reputation for thoughtful service across auto, home, life, renters, and business insurance lines.

This agent/owner and her team are deeply rooted in community engagement and delivering personalized solutions that protect what matters most to individuals, families, and local businesses. Their culture prioritizes long-term relationships, accessible support, and a consultative approach that goes beyond transactional insurance sales.

Are you ready to be an essential part of daily operations and a key driver in growing the agency’s presence and impact? We are seeking an enthusiastic, customer-focused professional who thrives on building meaningful client relationships and delivering solutions that fit real needs.

What You’ll Do:

• Provide expert guidance on insurance products and services.
• Assist customers with policy applications, updates, and renewals.
• Respond promptly and professionally to customer inquiries.
• Maintain accurate, detailed records of customer interactions.
• Contribute to agency growth through proactive outreach and relationship building.

What We’re Looking For:

• Current Arizona License for Property & Casualty.
• Strong communication and interpersonal skills.
• Detail-oriented with the ability to multitask effectively.
• Background in customer service or sales is preferred.
• Driven, personable, and motivated to succeed in a performance-based environment.

Career Development & Growth Opportunities:

• Personalized training and mentorship to support your long-term career.
• Opportunities to earn industry designations and professional certifications.
• A clear path for advancement into leadership or specialized roles within the agency.
• Ongoing support, recognition, and resources to maximize your success.

Why Join Us?

• Opportunity to grow your career while making a positive impact in Tempe.
• Supportive team environment with ongoing training and development.
• A career path that blends customer service, community involvement, and sales success.

Stable Base, Benefits and attractive commission, incentive and bonus opportunities.

Year 1 average salary for someone performing as expected in the role is $65k.

If you are passionate about helping others, enjoy engaging with people from all walks of life, and want to be part of a team that values service, integrity, and community, this opportunity could be a great fit.

Advance your career with Brightway Insurance, one of the largest and fastest-growing independent personal lines insurance agencies in the U.S. We offer access to more markets than other agencies, allowing our agents to provide customized insurance solutions tailored to each client’s unique needs—at a price they can afford.

We are expanding and looking for motivated insurance professionals or individuals with a proven track record of success who are eager to build a rewarding career. At Brightway, we invest in your success with industry-leading sales training, lead generation support, and mentorship from top-performing agents.

As a Brightway Insurance Sales Representative, you’ll focus on developing client relationships within your community and offering a full suite of insurance products, including Auto, Home, Commercial, and Life Insurance. Our streamlined operations allow you to maximize your sales efforts without being weighed down by administrative tasks.

Key Responsibilities:

• Sell Auto, Home, Life, and Commercial Insurance using consultative sales techniques.
• Identify and engage potential customers through established lead-generation methods.
• Advise clients on tailored insurance solutions that meet their unique needs.
• Develop and maintain strong business relationships.
• Participate in incentive programs and sales contests to drive performance.
• Consistently exceed sales targets for new business quotes and policy issuance.

Qualifications:

• Experience in a fast-paced sales environment preferred.
• High school diploma required.
• Strong communication and interpersonal skills.
• Persuasive negotiation abilities.
• Excellent organizational and time-management skills to thrive in a dynamic, semi-autonomous environment.
• Analytical skills to understand coverage details and underwriting guidelines.

If you’re ambitious, driven, and ready to grow in a thriving industry, join Brightway Insurance and take the next step in your career!

What they Do:

Account Managers at Regional Insurance Associates are responsible for the day-to-day needs of our clients and work closely with our Account Executives (producers). Both the Producers and Account Managers are responsible for sales and service support.

Account Manager is responsible for:

·  Preparing submissions

·  Negotiating price and coverage details with underwriters

·  Preparing draft proposals for the producers

·  Premium financing

·  Review policies and endorsements for accuracy

·  Process requested changes in coverage

·  Answer client questions

·  Issue certificates of insurance

·  Issue Auto ID cards

·  Assist in the coordination of loss control and claims support

Attributes:

·  Focus and ability to accomplish complex tasks

·  Delegation and coordination skills

·  Team player

·  Experience with Vertafore AMS 360 is a plus

·  3-5 years of insurance industry experience

·  Relationship oriented ability to win over the respect and admiration of his/her clients,     

  colleagues and underwriters.

·  Excellent organization skills and attention to detail

·  Computer Skills (Microsoft Word, Excel, and Outlook; Adobe)

Benefits

Regional Insurance Associates offers competitive salaries and benefits, including medical/dental/vision plans, educational expense reimbursement, 401K + up to 4% match, flexible work hours (availability varies by job function) training programs, and more.

About Regional Insurance Associates:

Since 1968, Regional Insurance Associates has specialized in managing commercial and personal insurance needs with the highest level of professional service. Being an independent agency allows us the flexibility to match insurance needs with the right solution, all for the lowest possible cost. Our reputation for service excellence has been recognized both by the customers we serve and the insurance companies we represent.

Location Detail: MMH-130 Hartford Road (10609)

Shift Detail: Mon-Fri

Every day, more than 40,000 Hartford HealthCare colleagues come to work with one thing in common: Pride in what we do, knowing every moment matters here. We invite you to become part of Connecticut's most comprehensive healthcare network. 
Hartford HealthCare Medical Group is one of the largest medical practices in New England with multiple locations throughout Connecticut and Rhode Island. We consist of a team of professionals ranging from Medical Assistants to Physician Assistants and everything in between. Our physician led medical group enjoys an excellent reputation with patients and the medical community, offering primary care, urgent care and more than 30 different specialties.
Job Description
Within the context of the Nursing Professional Practice Framework, the LPN provides quality and cost-effective direct care for patients/families within a unit, service or other primary area of practice. 
•    Collaborates with members of health care team to assist patients in achieving established outcomes of care
•    Participates in direct patient care in order to meet individual and family health goals by: obtaining, documenting and reporting patient data related to established plan of care
•    Performs therapeutic measures, under the direction of an RN or MD, to assist in achieving established patient care outcomes
 

•    Current Connecticut Licensed Practical Nurse license required. Medical/Surgical office experience preferred.
•    Specialization and/or specific work experience may be required
We take great care of careers.
With locations around the state, Hartford HealthCare offers exciting opportunities for career development and growth. Here, you are part of an organization on the cutting edge - helping to bring new technologies, breakthrough treatments and community education to countless men, women and children. We know that a thriving organization starts with thriving employees-- we provide a competitive benefits program designed to ensure work/life balance. 

The Insurance Agent (Licensed Personal Lines, P&C) - Remote works from home and engages with customers through inbound and outbound calls and/or online channels. This role is responsible for delivering exceptional customer service and/or technical support by resolving routine inquiries and issues related to client products and services. (We accept applications for this position on an ongoing basis. Military veterans are encouraged to apply.)

Must have an active resident license to sell Property & Casualty insurance with preferably NO Appointments and be Spanish/English Bilingual

PLEASE INCLUDE CURRENT/ACTIVE LICENSE AND NPN NUMBER

A NEW CAREER POWERED BY YOU

Are you looking for a work from home career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture, and a genuine sense of belonging? Would you like to join a company that earns World's Best Workplaces, Best Company Culture, and Best Companies for Career Growth awards every year? Then an Insurance Agent (Licensed Personal Lines, P&C) - Remote position at Concentrix is just the right place for you!

As an Insurance Agent (Licensed Personal Lines, P&C) - Remote, you'll join an organically diverse team from 70+ countries where ALL members contribute and support each other's success and well-being, proudly united as game-changers. Together, we help the world's best-known brands improve their businesses through exceptional customer experiences and tech-powered innovation. And due to continued growth, we're looking for more talented game-changers to join our purpose, people as passionate about providing outstanding customer experiences as we are.

CAREER GROWTH AND PERSONAL DEVELOPMENT

This is a great work from home opportunity that will allow you to reimagine an all-new career journey and develop friends for life at the same time. We'll give you all the training, technologies, and continuing support you'll need to succeed. Plus, at Concentrix, there's real career (and personal) growth potential. In fact, about 80% of our managers and leaders have been promoted from within! That's why we offer a range of FREE Learning and Leadership Development programs designed to set you on your way to the kind of career you've always envisioned.

WHAT YOU WILL DO IN THIS ROLE

As an Insurance Agent (Licensed Personal Lines, P&C) working from home, you will:

• Be efficient in navigating multiple systems.
• Actively listen and ask questions to identify customer needs.
• Advise on plan options, coverages, and pricing.
• Process new and/or amended enrollments.
• Ensure our clients' customers enjoy authentic experiences.
• Deliver expert customer experiences with a smile.

YOUR QUALIFICATIONS

Your skills, integrity, knowledge, and genuine compassion will deliver value and success with every customer interaction. Other qualifications for our Insurance Agent (Licensed Personal Lines, P&C) - Remote role include:

• 1 + years of customer service experience
• Active resident license to sell P&C insurance
• Verifiable High school diploma or GED
• Strong computer navigation skills and PC knowledge
• Proficiency in fast-paced multi-tasking with strong problem-solving skills
• High Speed internet (no wireless/hotspots or satellite) and a smartphone (10 Mbps upload, 40 Mbps download, combined 50 Mbps)
• Must reside in the United States or have a valid U.S. address for residence

WHAT'S IN IT FOR YOU

One of our company's Culture Beliefs says, We champion our people. That's why we significantly invest in our game-changers, our infrastructure, and our capabilities to ensure long-term success for both our teams and our customers. And we'll invest in YOU to aid in your career path and in your personal development. Benefits available to eligible U.S. employees in this role include:

• Starting wage will be between $18 and $20 (pay rate will not be below applicable minimum wage). Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program (EAP), 401(k) retirement plan, paid time off and holidays, and paid training days. We accept applications for this position on an ongoing basis.
• Paid training (Classroom: 8 Weeks and Transition: 7 Weeks)
• Lucrative employee referral bonus opportunities
• DailyPay enrollment option to access pay early, when you want it
• Company networking opportunities with organized groups in the following topics: Network of Women, Black Professionals, LGBTQ+ Pride, Ability (Disabilities), Dynamic Neurodiversity), Women in Tech, OneEarth Champions, and more
• Health and wellness programs with trained partners to help promote a healthy you
• Mentorship programs that support your rewarding career journey
• Work-from-home convenience with company-supplied technologies
• Programs and events that support diversity, equity, and inclusion, as well as global citizenship, sustainability, and community support
• Celebrations for Concentrix Day, Game-Changer Appreciation Day, Customer Service Week, World Clean Up Day and more
• A range of other perks and benefits

REIMAGINE THE BEST VERSION OF YOU!

If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440,000 game-changers around the globe call Concentrix their employer of choice.

JOB AVAILABILITY

We accept applications for this position on an ongoing basis. It is currently for an existing, immediate vacancy; however, we are also considering applications for future opportunities as they arise. We encourage all interested candidates to apply.

Physical and Mental Requirements

The employee is regularly required to operate a computer, keyboard, telephone/headset, and/or other office equipment as essential functions of this position. Work is generally sedentary in nature.

Equal Employment Opportunity

Concentrix is an equal opportunity and affirmative action (EEO-AA) employer. We promote equal opportunity to all qualified individuals and do not discriminate in any phase of the employment process based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy or related condition, disability, status as a protected veteran, or any other basis protected by law.

For more information regarding your EEO rights as an applicant, please visit the following websites:

• English
• Spanish

Accommodation

Concentrix welcomes and encourages applications from candidates with disabilities and is committed to providing an inclusive recruitment process. If you require reasonable accommodation to participate in any stage of the application or interview process, please let us know. Requests may be made by contacting . All information will be treated confidentially and used solely to facilitate your participation in the recruitment process.

Artificial Intelligence

As part of our recruitment process, we may use artificial intelligence (AI) tools to assist in the screening and/or assessment of job applicants. These tools could be used to evaluate resumes, applications, and other materials submitted to help us identify the best candidates for the role.

Work Authorization

In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence.

For further information on available work states and Equal Employment Opportunity as an applicant, please click HERE .

Position Summary:

Assist the Associate Broker (AB), Broker or Practice Group Leader in meeting the day-to-day technical and clerical needs of the department. Assist with servicing new and renewal business. Service active and expired policy files in accordance with established Brown & Riding values, goals, and procedures.

Essential Functions:

· Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Ensure all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation

· Assist Associate Broker with submission process, as assigned

· Prepare Quotes and Confirmation of Coverage (Binders) as directed

· Policy Checking (Review policies to be sure that they are issued in accordance with what was bound with the carrier)

· Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent)

· Manage and maintain suspenses (Pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to the broker or AB when necessary

· Ensure Surplus Line documents are submitted correctly and on time

· Learn and increase system skills to improve efficiency

· Attend educational seminars, as required

· Produce and mail renewal letters with applications to customers when applicable

· Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required, as directed

· Process certificates of insurance when applicable

Other Responsibilities:

· Provide input to departmental procedures

· Assist with accounting reconciliation projects

· Perform other work-related duties, as assigned

· Work closely with AB Team Lead and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized

· Assist in handling duties of team members, as appropriate, during absences

Education, Experience and Skills Required:

· 0-3 years insurance experience

· Willing and able to take insurance classes and attain designations relating to work in order to continually grow in position

· Exceptional organization, follow-up, communication, and interpersonal skills

· Possess an intuitive and proactive approach to business problems and solutions

· Exhibit good listening skills and a willingness to help and support others

· Advanced skill level in PC software (Word, Excel and other software, as required)

· Ability to be flexible in work schedule as needed

· Manage time to get the job done with minimal supervision

· Excellent communication skills – both verbal and written

· Able to interact with a variety of personality styles

· Has or is able to secure the appropriate insurance license within the appropriate timeframe as determined by state requirements

Work Environment:

· Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent.

· Vision requirements are in the normal range, correctable with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance.

· Working environment is generally within the confines of an office where normal climate conditions support effective job performance. Some daily travel may include limited time spent outside in the elements as part of the normal commute.

· Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety.