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There are 10 jobs available.
  • 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
  • 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
  • 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

     

  • Director of Accounting Operations
    Job # 1554
    Job Type: Accounting
    Start Date: 07/26/2019
    Location: Hartford, CT
    Salary: Competitive salary with excellent benefits
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    Description:

    The Director of Accounting Operations role reports into the Chief Administrative Officer and Controller. The role is responsible for the management and/or delivery of all accounting operations work functions over MGA Billing and Accounting Operations.

    Extensive leadership and technical expertise required for this role. Must be able to work independently, use independent judgment, and successfully drive execution. Accounting operations experience in the Property & Casualty Insurance space is a must. Preference will be given to those with MGA and Retail Brokerage Experience.

    Scope of Work/Span of Control

    • Supervision and Training of Accounting Operations Staff – 2 Billing Analysts
    • Development and implementation of billing and collection processes for new programs, and optimize billing and collection processes for existing programs. Uses technology and third-party vendor technology to deliver a scalable billing and collection function.
    • Design and maintenance of internal controls over the accounting operations functions.
    • Receivables Processing – The billing of insurance premium to agents and/or direct insureds.
    • Cash Collections and Application – The collection of premium from agents and direct insureds, and the application of cash to outstanding receivable balances.
    • Triaging of Collection Issues – Oversight of Notice of Cancellation Process.
    • Transmission of premium and billing information to the carrier regarding cash (i.e., account current) and agents.
    • Payment of Accounts Payable to Carriers/Taxing Authorities/Licensing Agencies (includes payment or receipt of sliding scale commissions)
    • Payment of Commissions to Sub producers
    • Collection of MGA Commissions (MGA Net Revenue)
    • Premium Trust Account – Fiduciary Function
    • Audit Support – Carriers and External Auditors
    • Customer Service – Billing and Payment Support – assist customers in resolving billing and payment issues.
    • Compliance Functions over Surplus Lines Accounting Reporting Requirements.

    Critical Behaviors for Execution of Duties

    • Ability to work in a fast-paced and fluid entrepreneurial environment. Need to be able to roll up sleeves to execute on job functions, and ensure optimal productivity from staff.
    • Develops strong business relationships with carrier and agent business partners, and internal business partners (underwriting, IT, Operations). Serves as the company's accounting point of contact on all accounting related matters.
    • Ability to multitask and prioritize department activities based on the needs of the business. Must be flexible and comfortable with ambiguity.
    • Actively engages with high visibility customers, analyze and research risks associated with those cases, and recommends appropriate measures to manage risks. 
    • Communicates timely with the customer and internal departments to ensure discrepancies are reconciled to maximize cash flow and minimize financial impact to the company.  Leads and participates in broker/customer meetings to find solutions to customer issues and problems, as well as and negotiate with tact and diplomacy to find a solution that is win-win. 
    • Mentors, coaches, and assists with the development of the training of staff; reviews the work of others to check for quality and process consistency.  Provides technical expertise to internal and external customers around billing.  Documents best practice procedures.
    • Leads process improvement initiatives to improve productivity, accuracy, and/or customer service.  Identifies and works with appropriate resources to address any upstream/downstream impact from process changes/modifications.

     

    Requirements:

    Qualifications

    Prior work experience in accounting operations for a Property and Casualty Premium Billing Insurance Operation a must. Minimum of 5 years for a supervisory role.

    • Priority will be given to Accounting Operations experience in (1) A Managing General Agency; (2) A Retail Insurance Agency; (3) Premium Accounting Operation for a P&C Carrier.
    • Property and Casualty commercial insurance products experience a must; working knowledge of DOI rules and insurance contract language experience required.
    • Extremely strong accounting skills, analytical skills and problem-solving skills required. Bachelors of Science Degree in Accounting and CPA preferred.
    • Intermediate level knowledge of Microsoft Office applications with emphasis on Excel: V-Look Ups, Pivot Tables, If-Then formulas, etc.
    • Effective written and verbal communication skills
    • Demonstrated ability to learn new systems and skills quickly
    • Strong multitasking skills and customer service skills
    Apply Now
  • Team Manager, Customer Service Department
    Job # 1555
    Job Type: Personal Lines Supervisor
    Start Date: 07/26/2019
    Location: Hartford, CT
    Salary: Competitive salary with excellent benefits
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    Description:

    Growing agency is currently looking for a motivated and self-driven individual to join their team as a Team Manager for the customer service department. The primary focus is overseeing team performance and production to ensure departmental goals are achieved in support of the business plan.  They are responsible for execution of tactical, day-to-day activities and imparting functional technical expertise. Decision-making authority typically pertains to routine company needs and establishing ongoing credibility.

    Key Responsibilities

    • Experience with building customer loyalty and providing dazzling service to customers is a plus
    • Supervises staff, conducts performance evaluations, assigns tasks, and makes performance recommendations
    • Establishes and communicates performance standards and objectives, holds staff accountable, conducts performance appraisals including recommending salary adjustments, promotions, transfers, and addressing human resources issues
    • Responsible for the daily operation of their location(s) including providing feedback and guidance through formal and informal communications
    • Recommend changes in methods, procedures, and structure to secure optimum utilization of resources including creating and administering motivational programs that include incentives, contests, and team performance program
    • Develops an effective and efficient staff focusing on people skills through effective listening, coaching and motivation of staff, concentrating on interpersonal skills.
    • Leads staff towards meeting and exceeding business goals and objectives
    • Works in collaboration across Agency Management team and under the general supervision of their Manager
    • Develops and maintains positive relationship with colleagues and customers, both internally and externally
    • Takes the lead on departmental objectives or projects including researching, proposing, and implementing training programs focused on Customer Service
    • Has ability to compile data and create reports to provide information to management including quality standards, processes, policies and procedures
    • Escalates concerns/issues to management when appropriate; keeps management abreast of escalated customer issues, manual premium adjustments, reinstatements, and charge-offs.

     

    Requirements:

    Other responsibilities as needed

    • Staff Development and Supervision
    • Serves as a positive role model and change agent
    • Responsible for team building within local office between all employees
    • Train and develop CSA’s at the direction of the Service Manager
    • Retains and develops staff with a focus on personal and professional growth
    • Recruit, interview and hire new employees in conjunction with Service Manager
    • Be available as resource and have an open door policy for staff with questions and issues
    • Provide consistent feedback to staff on performance, as well as merit reviews and professional development objectives
    • Responsible for conflict resolution with staff
    • Qualified candidates will have at least 2 years of supervisory leadership experience in Personal Lines Insurance.
    Apply Now
  • Personal Lines Account Manager
    Job # 1557
    Job Type: Account Management/Customer Service
    Start Date: 08/22/2019
    Location: Fairfield County
    Salary: Competitive salary with excellent benefits
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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, 2 to 3 years experience with all carriers, comprehensive knowledge of general insurance policy coverage and state regulations, and strong customer service acumen.

    Apply Now
  • Account Manager
    Job # 1558
    Job Type: Account Management/Customer Service
    Start Date: 08/22/2019
    Location: Hartford, CT
    Salary: Competitive salary with excellent benefits
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    Description:

    The Account Manager is responsible for providing a high level of technical and administrative support for large and critical clients to ensure optimal client service is provided that maximizes retention and minimizes errors & omissions risks. This position maintains professional licensing to ensure skills and technical expertise are up to date. 

    Essential Job Duties:

    • Manages all client records in dual systems to ensure accuracy, documents include but are not limited to: new and renewed policies, endorsements, audits, and agency bill invoicing. In addition, this position ensures the client portal is continually updated with appropriate information. 
    • Utilizes expertise in commercial insurance to serve as first point of client contact and manage all aspects of client requests, including additions, corrections and removal of coverage. 
    • Manages renewals to ensure clients are contacted prior to renewal and appropriate communication is delivered to the client and carrier on renewal exposures. Identifies when loss runs and orders as appropriate. 
    • Partners with Account Executive to prepare application for the marketing of all account, follows up on quotes and prepares a renewal proposal. 
    • Review all policy documents thoroughly; identifies exclusions or additions and presents plan of action to discuss with account executive. 
    • Responds to all agency and direct billing questions, including notices of cancellation and reinstatements. 
    • Works collaboratively with Account Executive to ensure knowledge and understanding of all accounts to effectively back up Account Executive as needed. 
    • Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.
     

     

    Requirements:

    Education/Experience Requirements:
    College degree or equivalent work experience.
    3-5+ years commercial lines insurance experience

    Additional Job Requirements:
    Certification/License P&C Producer License

    Technical Skills:
    Broad understanding of Commercial Insurance industry 

    Excellent client service focus with proven ability to handle limited number of large and critical accounts in a highly effective and efficient manner. 

    Ability to handle escalated situations using effective interpersonal, negotiating and problem solving skills. 

    Ability to be proactive and resourceful and adapt quickly to new priorities in a fast paced environment. 

    Ability to meet deadlines while maintaining a high level of accuracy. 

    Excellent PC skills, including word processing, spreadsheets and agency management system.

    Apply Now
  • Commercial Lines Account Executive Specialist
    Job # 1562
    Job Type: Account Management/Customer Service
    Start Date: 09/04/2019
    Location: Hartford, CT
    Salary: Competitive salary with excellent benefits
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    Description:

    The Commercial Lines Account Executive Specialist is responsible for providing a high level of technical and administrative support for large and critical clients to ensure optimal client service is provided that maximizes retention and minimizes errors & omissions risks. This position maintains professional licensing to ensure skills and technical expertise are up to date.

    Essential Job Duties:

    • Manages all client records in dual systems to ensure accuracy, documents include but are not limited to: new and renewed policies, endorsements, audits, and agency bill invoicing. In addition, this position ensures the client portal is continually updated with appropriate information.
    • Utilizes expertise in commercial insurance to serve as first point of client contact and manage all aspects of client requests, including additions, corrections and removal of coverage.
    • Manages renewals to ensure clients are contacted prior to renewal and appropriate communication is delivered to the client and carrier on renewal exposures. Identifies when loss runs and orders as appropriate.
    • Partners with Account Executive to prepare application for the marketing of all account, follows up on quotes and prepares a renewal proposal.
    • Review all policy documents thoroughly; identifies exclusions or additions and presents plan of action to discuss with account executive.
    • Responds to all agency and direct billing questions, including notices of cancellation and reinstatements.
    • Works collaboratively with Account Executive to ensure knowledge and understanding of all accounts to effectively back up Account Executive as needed.
    • Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.
    Requirements:

    College degree or equivalent work experience.

    3-5+ years commercial lines insurance experience

    Additional Job Requirements:

    Certification/License P&C Producer License

    Technical Skills:

    • Broad understanding of Commercial Insurance industry
    • Excellent client service focus with proven ability to handle limited number of large and critical accounts in a highly effective and efficient manner.
    • Ability to handle escalated situations using effective interpersonal, negotiating and problem solving skills.
    • Ability to be proactive and resourceful and adapt quickly to new priorities in a fast paced environment.
    • Ability to meet deadlines while maintaining a high level of accuracy.
    • Excellent PC skills, including word processing, spreadsheets and agency management system.
    Apply Now