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  • Account Executive
    Job # 1497
    Job Type: Account Executive
    Start Date: 06/12/2019
    Location: Hartford, CT
    Salary: Competitive salary with excellent benefits
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    Description:

    The Account Executive is a critical role in the Northeast Series.  The role is focused on managing a portfolio of high-profile Clients most of which have Private Equity investment or Private Equity ownership. The Account Executive is the primary contact for the Client and will work directly with the various divisions within the company to manage all aspects of their Property and Casualty insurance program including but not limited to program design, negotiation and placement as well as day to day servicing.   The Account Executive will also be responsible for full alignment between the Client’s business objectives/strategy and the technical expertise brought by the company’s team. He/She can identify and effectively communicate the critical factors necessary for the client to make the optimal decisions for their business.  The Account Executive also ensures that the company’s resources are deployed efficiently to meet the Client’s needs.

    Description:

    • Leads team, establishes Client strategy and oversees service delivery across all practices
    • Maintains strong relationships with key Client contacts at multiple levels including, “C-Suite” exposure.
    • Broad knowledge of Client’s business, industry and risks, including financial, operational and strategic goals/planning
    • Deep understanding of Clients’ entire insurance and risk management programs
    • Uses understanding of Client’s business and financial profile to help Clients and the Lockton team build long-term risk strategy
    • Understands analytical tools and leverages them to support informed risk financing decisions
    • Articulates key risk and insurance issues effectively to Executive, Financial and/or Risk Management team. (Speaks the Client’s language)
    • Manages efficient communication with Client and serves as single point-of-contact (as needed – or when requested)
    • Responsible for program design, negotiation and placement of select Property and Casualty lines of coverage.  Aligns with other company resources when placement support is needed.
    • Coordinates and handles all day to day service / administrative requirements
    • Responsible for best-in-class client deliverables (Renewal Strategy presentations, Renewal proposals, Stewardship Docs, Etc.)
    • Work closely with “key” Insurer partners and company PECAP (Private Equity & Corporate Acquisition Practice) to secure terms and conditions for various stages of diligence
    • Develops and fosters strong relationships with key insurer partners.
    Requirements:

    Qualifications:

    • Bachelor's degree in a business-related program preferred or equivalent education and/or experience required.
    • A minimum of seven years' working knowledge of commercial property and casualty coverages and services required.
    • Understanding of insurance/risk management concepts and their application to Clients' needs.
    • Ability to work in a fast-past environment with short deadlines and challenging risks
    • Must have strong verbal, written, and interpersonal skills to interact with associates at all levels of responsibility
    • Must have the ability to multi-task and work on several deals at once and have strong organizational skills.
    • Be willing to travel in the U.S.
    • Be efficient with Microsoft Suite (Excel, Word, Outlook, PowerPoint, etc.)
    • Ability to work outside of normal business hours as needed.
    Apply Now
  • Senior Account Manager
    Job # 1499
    Job Type: Account Management/Customer Service
    Start Date: 02/19/2019
    Location: Hartford, CT
    Salary: Competitive salary with excellent benefits
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    Description:

    Large broker is has a need for a Senior Account Manager. This position will be responsible for possessing and applying knowledge of industry trends and related regulations in the course of servicing Clients’ accounts in an innovative and efficient manner. This position shall also develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.

    Responsibilities:

    • Oversees the servicing of a designated book of business as relating to marketing, claims and administration
    • Researches an issues’ root cause, implements and resolves policy-related issues
    • Recommends potential enhancements or improvements to processes, products, and/or policies
    • Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance
    • Development financial models and reports for Client and more senior staff, provides interpretation and implications of analysis, as well as recommendations
    • Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
    • Engages in Client strategy meetings to manage insured expectations for upcoming term
    • Develops and presents coverage plan and renewal terms to Client
    • Mentors and trains junior-level staff
    • Performs other responsibilities and duties as needed

     

    Requirements:

     

    • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
    • Typically more than 7 years of client services experience is required.
    • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel and PowerPoint)
    • Strong verbal and interpersonal communications skills required
    Apply Now
  • Executive Underwriter
    Job # 1511
    Job Type: Underwriting
    Start Date: 02/15/2019
    Location: Hartford, CT
    Salary: Open
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    Description:

    Executive Underwriter.  The Miscellaneous E&O Professional Liability Underwriter will produce and underwrite new and renewal middle market business within the E&O professional lines. Will write this business as a member of the Professional Liability Underwriting team.

    Responsibilities

    Duties include but are not limited to:

    • Consistently achieve budgeted financial results (premium, loss ratio, retention, commissions, pricing, new business, premium collection, and expense management) through execution of market segment strategies
    • Interact and collaborate with a team of market segment colleagues and other critical internal/external business associates
    • Direct responsibility for broker development and management within a book of business entrepreneurial opportunity to include the following dynamics ability to build a book of business by writing own marketing plan
    Requirements:
    • 7 years experience of Miscellaneous E&O professional liability underwriting
    • Advanced risk assessment skills with product specialization-i.e. A&E, Lawyers, Real Estate, Insurance Agents, technology, Allied Health, Miscellaneous
    • Proven ability to meet new business production goals and manager renewal book
    • Experience developing new business individual marketing plan with wholesale brokers
    Apply Now
  • Underwriter
    Job # 1516
    Job Type: Underwriting
    Start Date: 04/30/2019
    Location: Hartford, CT
    Salary: Competitive salary with excellent benefits
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    Description:

    The ideal candidate would be an underwriter with primary general liability, all-lines and worker's compensation underwriting experience.  A transportation or construction specialty underwriter would be great.  Will handle large books of transportation and construction business and will be setting up units around these specialties.  Will also be responsible for a lot of general casualty business.

     

    Requirements:

    Ten (10) plus years of primary general liability, all lines and worker's compensation underwriting experience with expertise in the transportation and or construction segments.

    Apply Now
  • Agency Finance and Accounting Specialist
    Job # 1519
    Job Type: Accounting
    Start Date: 03/11/2019
    Location: Enfield, CT
    Salary: Open
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    Description:

    Agency Finance & Accounting Specialist

    The individual in this role will be working in EPIC, Excel and Cashpro (Bank of America) daily.  There are established workflows and a high level of detail is required.   

    Key Responsibilities

    • Agency Commissions – depositing funds, recording payments, communicating with Carriers and attaching statements in EPIC
    • Accounts Payable – processing agency expenses in Workday
    • Agency Bill / Broker Payments – recording customer payments, disbursements to Brokers and transacting policies
    • Transacting manual policies – creating statements in EPIC
    • Researching unbilled report
    • Daily communication with agency staff

     

    Requirements:

    Skills and Requirements:

    • Strong written communication and organizational skills
    • High attention to detail
    • Microsoft Excel, Word & Outlook  - proficiency a must
    • Applied EPIC and Workday - preferred but not required
    Apply Now
  • Commercial Lines Account Manager
    Job # 1520
    Job Type: Account Management/Customer Service
    Start Date: 03/11/2019
    Location: Hartford, CT
    Salary: Open
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    Description:

    Seeking a motivated professional to join agency Commercial Lines Department. The ideal candidate will be an experienced Account Manager with a commitment to excellent customer service while handling Package, Umbrella, Auto, Workers Comp and other related policies in our collaborative team environment. Join a collection of professionals who seek to continually improve both the experience of the clients and the work environment. The big purpose is Helping Others – clients, partners, coworkers and the community – and start with ensuring all of the team members understand the vision and appreciate the vital role they play in making the plan a reality.

    Necessary Experience, Skills and Perspective

    • Account management experience in mid-market commercial lines insurance.
    • Learn procedures and workflows to drive consistency and efficiency, with a focus on client experience.
    • Establish and maintain a positive working relationship with others.
    • Commitment to continuous process improvement and team development.
    • Ability to multi-task in a fast-paced environment.
    • Microsoft Word and Excel skills.
    • Support and demonstrate the core values of our agency: trust, respect, creativity and fun.
    • Maintain confidentiality of client and company information and adhere to all personal and financial data privacy protocols.
    • Support and live our Customer Service Standards.

    Desired Skills

    • Ability to make independent decisions, research and analyze problems and develop solutions that will provide outstanding customer experience and support our team goals.
    • Effective listening and communication skills to assist internal and external clients as needs arise.
    • Good organizational skills, attention to detail, strong time management and communication skills.
    • Ability to learn and utilize agency management system and other technology essential for job functions.
    • Flexibility to take on additional responsibilities and projects as needed.
    • Strong work ethic.

     

    Requirements:

     

    • The successful candidate must have at least 3-5 years experience as an account manager.
    • P&C license
    • Professional designations preferred.
    • Strong communication, organization and time management skills.
    • Positive attitude and ability to relate well with others in a team environment.

     

    Apply Now
  • Personal Lines Account Manager
    Job # 1533
    Job Type: Account Management/Customer Service
    Start Date: 07/09/2019
    Location: Hartford, CT
    Salary: Competitive salary with excellent benefits
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    Description:

    Personal Lines Account Manager

    A growing, family-owned business has the need for an additional customer service representative in the personal insurance division.  This position includes interacting directly with clients to advise them regarding the pricing, underwriting, and coverage of their personal insurance policies. 

    Job Responsibilities

    • Proactively analyzing renewals and obtaining alternative quotes when necessary
    • Responding to inbound phone call and emails from clients and insurance company personnel
    • Taking ownership of issues and working to obtain resolutions
    • Building, maintaining, and applying knowledge of insurance products and coverage to optimize the customer experience

    Benefits and Compensation

    • Competitive salary commensurate with experience
    • Health Insurance with a generous employer contribution
    • 401K, Employer-provided Life and Disability Insurance
    • Paid Time Off
    Requirements:

    Job Requirements

    • CT Property and Casualty Insurance License
    • Prior personal insurance experience
    • Familiarity with agency management systems and insurance company websites
    • A positive, hardworking attitude
    • Ability to prioritize, multi-task, and follow through
    • A good balance between being analytical, paying attention to detail, and being able to act decisively 
    • Enjoying a team atmosphere with the ability to work independently 
    Apply Now
  • Underwriting & Technical Operations Director
    Job # 1538
    Job Type: Operations
    Start Date: 05/30/2019
    Location: CT, NY or NJ
    Salary: Open
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    Description:

    Growing MGA that provides leading products in Habitational, Contractors, and Hospitality, and many other classes of business, is looking for an Underwriting & Technical Operations Director to help build out capabilities across the platform, from program development (rate/quote/bind/issuance systems development configuration), to expanding support processes around individual policy transaction.

    Duties include but are not limited to:

    • Work with Program Managers and COO to develop and update rate, quote, bind, and issuance system (MGA Systems) for current and new programs
    • Work with technical and underwriting teams at acquired companies to transition programs onto the ISC platform
    • Manage support resources to expand platform and procedures for pre & post-bind activities:
    • Endorsements processing
    • Policy/invoice checking
    • Audit file completeness
    • Work with accounting department on Premium Finance / Accounts Payable processes
    • Bordereau delivery and automation
    • Inspections
    • Surplus lines filing (working with vendor)
    Requirements:

    Qualifications:

    • Hands on commercial lines underwriting experience (at least 5-years)
    • Experience with technical updated and configuration of insurance policy administration systems (MGA Systems experience preferred) – (at least 5-years)
    • MS Office proficiency especially MS Excel
    • Entrepreneurial spirit – ability to self-direct projects and tasks
    • Experience managing teams of people

    Position may be located in CT, NY or NJ

     

    Apply Now
  • Accounts Payable/Receivable Marketing Coordinator
    Job # 1541
    Job Type: Accounts Payable/Receivable
    Start Date: 06/03/2019
    Location: New Haven County
    Salary: Open
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    Description:

    Growing Agency is seeking an Accounts Receivable/Payable Marketing Coordinator. 

    Responsibilities:

    Accounts receivable— will send emails and make calls to follow up on overdue invoices.  We receive electronic payment as well as paper checks and both must be entered into QuickBooks.  Will prepare and send emails that include installment invoices to clients monthly.

    Accounts payable—we receive bills and invoices not only for our company, but also three real estate holding companies.  Will be responsible to prepare checks to be signed by the principal, then mail out the signed checks.

    Marketing coordination— will be responsible for monthly schedule of sending out solicitations, risk management articles, etc. to clients and prospects.  Will be responsible to handle those tasks, as well as update the website.  Will also coordinate with in-house telemarketer to follow up with prospects.  Repost items on Facebook and LinkedIn.

    General office support— will be asked to provide IT and administrative support for keeping insurance licenses current, working with IT consultant and handling the occasional research project.  Coordinate ordering gifts for long-term clients.

    Requirements:

    Qualified candidates will have a college degree.  Attention to detail is key.  Knowledge of QuickBooks and basic HTML is a plus

    Apply Now
  • Personal Lines Account Manager - High Net Worth
    Job # 1543
    Job Type: Account Management/Customer Service
    Start Date: 06/14/2019
    Location: Fairfield County
    Salary: Competitive salary with excellent benefits
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    Description:

    Personal Lines Account Manager – High Net Worth

    Principal Responsibilities

    • Provide advice and counsel on personal lines matters to an assigned personal lines book of business. Meet daily servicing needs of our customers. Coordinate and oversee services provided by company service centers.
    • Evaluate prospect’s current insurance program and offer alternatives based on coverage and price. Present proposals and finalize sale.
    • Ensure maximum retention of assigned personal lines book of business. Work pro-actively to re-market policies whenever appropriate.
    • Maintain high proficiency level with carrier website rating systems, to provide accurately priced alternative quotes to customers and prospects.
    • Monitor electronic activities closely for assigned book of business.
    • Remain current on coverage, forms and rates to effectively address customer’s insurance needs.
    • Round out monoline accounts by offering quotes for additional lines of business.
    • Quote and place new business from referrals, walk-ins and call-ins, as needed.
    • Make referrals to commercial, life & health, financial and banking services.
    • Assume other job responsibilities as assigned by manager.

     

    Requirements:

    Education/Experience

    • Minimum 2 years of Agency Personal Lines experience required
    • Property and Casualty Producers license required
    • Working knowledge of Word, Excel and the internet required
    • Applied Systems ‘EPIC' system experience desired
    • Working knowledge of Companies we represent desired

    Job Specific Competencies

    • Courteous and professional telephone manner and appearance
    • Excellent verbal and written communication skills
    • Ability to handle multiple tasks simultaneously in a high volume environment
    • Pleasant and friendly personality focused on customer needs
    • Sales/Production oriented
    • Must be self-motivated and be able to work independently without close supervision.
    • Ability to work well with others
    Apply Now
  • Personal Lines Account Manager
    Job # 1544
    Job Type: Account Management/Customer Service
    Start Date: 06/20/2019
    Location: Norfolk County, MA
    Salary: Competitive salary with excellent benefits
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    Description:

    Growing insurance agency is searching for a Customer Service Agent.  The ideal candidate will have experience with Personal Lines of Insurance. The Customer Service Agent will act as the agency representative clients, fellow professionals, the public and general business community. Provide counsel & advice on new and/or additional insurance needs, explaining coverage’s & types of policies.  Identify risk exposures, qualifying potential prospects. Maintain an underwriting renewal review process and a marketing renewal review program for all policyholders. Act as the first line of contact in the reporting and assignment of claim information for designated policyholders. Resolve general customer inquiries.

    The agency offers a “home-town” insurance setting with all the benefits of a corporation including competitive salary plus commission and incentive opportunity, medical, dental, 401k and retirement plans, plus more.

    Requirements:

    An Associate’s degree or equivalent experience within the Personal Lines industry, preferably in an insurance agency environment.

    A Massachusetts Property & Casualty insurance license is preferred to perform this position.  Sales and Service skills are a must.

    The ideal candidate will have excellent interpersonal, oral and written communication skills.  We are looking for a self-starter who can work independently as well as being a team player.

    Apply Now
  • Personal Lines Account Manager
    Job # 1545
    Job Type: Account Management/Customer Service
    Start Date: 06/20/2019
    Location: Bristol County, MA
    Salary: Competitive salary with excellent benefits
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    Description:

    Growing insurance agency is searching for a Customer Service Agent.  The ideal candidate will have experience with Personal Lines of Insurance. The Customer Service Agent will act as the agency representative clients, fellow professionals, the public and general business community. Provide counsel & advice on new and/or additional insurance needs, explaining coverage’s & types of policies.  Identify risk exposures, qualifying potential prospects. Maintain an underwriting renewal review process and a marketing renewal review program for all policyholders. Act as the first line of contact in the reporting and assignment of claim information for designated policyholders. Resolve general customer inquiries.

    The agency offers a “home-town” insurance setting with all the benefits of a corporation including competitive salary plus commission and incentive opportunity, medical, dental, 401k and retirement plans, plus more.

    Requirements:

    An Associate’s degree or equivalent experience within the Personal Lines industry, preferably in an insurance agency environment.

    A Massachusetts Property & Casualty insurance license is preferred to perform this position.  Sales and Service skills are a must.

    The ideal candidate will have excellent interpersonal, oral and written communication skills.  We are looking for a self-starter who can work independently as well as being a team player.

    Apply Now
  • Underwriter - E&O Cyber Technology
    Job # 1546
    Job Type: Underwriting
    Start Date: 07/09/2019
    Location: New York, NY
    Salary: Competitive salary with excellent benefits
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    Description:

    A leading specialty insurance company is seeking a Cyber and Technology E&O Underwriter.  The primary responsibilities are:

    • Underwrite and analyze new and renewal small and middle market accounts. Products include primary and excess Cyber and Technology E&O
    • Ensure proper utilization of underwriting tools to determine accurate classifications, rates, and premium charges.
    • Pursue marketing initiatives so that a consistent communication of our products and services are provided to our appointed brokers.
    • Actively participate in client and broker meetings, as required.
    • Participate in strategic and tactical planning
    • Participate in special projects and assignments as requested. 
    Requirements:

    Qualified candidates will have:

    • Bachelor’s degree and five plus years related insurance experience and/or equivalent combination of education and experience
    • Strong relationships with cyber and professional liability specialist brokers in the U.S.
    • Strong computer skills.  Proficient in PowerPoint, Excel, Outlook, and Word.
    • Excellent organization skills, very strong analytical, oral and written communication skills required.
    • Ability to interact and communicate with various levels of the organization to cross sell or address processing requirements.
    • Ability to work independently with guidance and procedures provided.
    • Ability to travel
    Apply Now
  • Underwriter - E&O Cyber Technology
    Job # 1547
    Job Type: Underwriting
    Start Date: 07/09/2019
    Location: Chicago, IL
    Salary: Competitive salary with excellent benefits
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    Description:

    A leading specialty insurance company is seeking a Cyber and Technology E&O Underwriter.  The primary responsibilities are:

    • Underwrite and analyze new and renewal small and middle market accounts. Products include primary and excess Cyber and Technology E&O
    • Ensure proper utilization of underwriting tools to determine accurate classifications, rates, and premium charges.
    • Pursue marketing initiatives so that a consistent communication of our products and services are provided to our appointed brokers.
    • Actively participate in client and broker meetings, as required.
    • Participate in strategic and tactical planning
    • Participate in special projects and assignments as requested. 
    Requirements:

    Qualified candidates will have:

    • Bachelor’s degree and five plus years related insurance experience and/or equivalent combination of education and experience
    • Strong relationships with cyber and professional liability specialist brokers in the U.S.
    • Strong computer skills.  Proficient in PowerPoint, Excel, Outlook, and Word.
    • Excellent organization skills, very strong analytical, oral and written communication skills required.
    • Ability to interact and communicate with various levels of the organization to cross-sell or address processing requirements.
    • Ability to work independently with guidance and procedures provided.
    • Ability to travel
    Apply Now
  • Account Manager - Personal Lines
    Job # 1548
    Job Type: Account Management/Customer Service
    Start Date: 07/09/2019
    Location: Middlesex County
    Salary: Open
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    Description:

    Growing insurance agency is seeking a Personal Lines Account Manager. This position will be a dual role which is responsible for the day to day execution of policy changes, renewals, administration and servicing of new and existing clients as well as coordinating and managing the personal lines claims. The Account Manager will be able to work independently, as well as contribute to a team. Complete and thorough knowledge of personal lines insurance is required. The position is also responsible for keeping up with industry challenges and changes.

     

    Requirements:

    Qualified candidates will have a Property & Casualty license, comprehensive knowledge of general insurance policy coverage and state regulations, and strong customer service acumen. 

    Apply Now
  • Personal Lines Account Manager
    Job # 1551
    Job Type: Account Management/Customer Service
    Start Date: 07/16/2019
    Location: New Haven County
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    Description:

    Growing agency has a need to add to staff and is seeking a Personal Lines Account Manager.  

    Requirements:

    Qualified candidates will have:

    • CT property-casualty license
    • Preferably with 2-3 years of experience in some type of insurance environment (will consider newly licensed for the right candidate)
    • Detail Oriented
    • Team Player, but can also work independently
    • Personality that would be more suited for identifying Cross-Sell/Account Round/Coverage needs opportunities within current client base
    • Organized, multi-tasker
    • Strong computer skills

     

  • Personal Lines Account Manager - High Net Worth
    Job # 1552
    Job Type: Account Management/Customer Service
    Start Date: 07/16/2019
    Location: New Haven County
    Salary: Competitive salary with excellent benefits
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    Description:

    A leading independent insurance agency is seeking a Personal Lines Account Manager with experience servicing high net-worth accounts.  Competitive salary with excellent benefits.

    Requirements:

    Property Casualty Producers license required.

    Apply Now