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  • 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 # 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
  • Program Manager
    Job # 1569
    Job Type: Underwriting
    Start Date: 09/27/2019
    Location: Hartford, CT
    Salary: Competitive salary with excellent benefits
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    Description:

    Large property casualty insurance company is seeking a Program Manager that will be accountable for overall execution of all aspects of underwriting oversight for assigned programs and financial results of such programs.  Position will be responsible for coordinating activities of a team of internal and external resources that deliver superior program results.  External resources include Program Administrators (MGA), Third Party Administrators (TPA) and other service providers (e.g., loss control firms).  Company resources include referral underwriters, claims, corporate underwriting, actuarial, finance, IT, compliance and others as necessary.

    Job Responsibilities:

    Planning:

    • Develop annual detailed financial budget that includes key revenue and profit metrics that will be measured against budget throughout the year.
    • Identify and communicate business strategies and priorities that will be executed in order to achieve budgeted financial results.

    Execution:

    • Ensure corporate alignment around all business priorities and collaborate internal resources to deliver initiatives on time and within budget.
    • Manage all underwriting aspects of program, including guidelines, catastrophe capacity utilization, loss results, audits, referrals and others as necessary.
    • Coordinate with Underwriting Specialists to ensure that programs and referrals are managed and documented according to company guidelines.
    • Engage Underwriting Specialist to drive specific underwriting initiatives for program.

    Measurement:

    • Analyze key performance indicators for top line and bottom line on regular basis and assess versus budget expectations.
    • Share financial analysis with Program Administrators and collaboratively develop plans to address opportunities or issues uncovered in analysis.

    Partnering:

    • Develop deep level of knowledge about Program Administrators business, including financial results, staff, ownership and succession plans, strategies and business priorities.
    • Consultatively identify methods to strengthen relationship with Program Administrators by improving their business or financial results.
    Requirements:

    Required Skills/Experience

    • 10 plus years underwriting Property/Casualty Lines including 3 plus years of program management experience.

    Education

    • Bachelor’s degree

     

    Apply Now
  • Compliance Manager
    Job # 1570
    Job Type: Compliance
    Start Date: 10/11/2019
    Location: Hartford, CT
    Salary: Competitive salary with excellent benefits
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    Description:

    The Compliance Manager will lead and manage the preparation of rate/rule/form filings/marketing materials for submission to regulators. This Compliance Manager role is responsible for coordinating with various departments on the filings related to the Company’s products to ensure they are done accordance with applicable laws, statutes, and regulations.   This role requires a subject matter expert who has extensive knowledge and experience in the requirements surrounding the filing and reviewing of life insurance related products with various state and federal regulators.

    Responsibilities

    • Manages a team that is responsible for the preparation and submission of rate, form, and other filings with varying regulators including state departments of insurance 
    • Oversights the review of filing revisions for compliance with various state and federal laws and regulation
    • Monitor submitted filings and communicate any status changes or insurance department inquiries.
    • Collaborates with various departments to respond to inquiries of state departments of insurance
    •  Coordinates with advertising, product management, product implementation and actuarial staff to ensure smooth and timely implementation of the new products
    • Drafts, as necessary, policy forms and other related forms with state departments of  insurance 
    •  Interacts with state departments of insurance and actuarial staff to secure approval of new products 
    • Reviews state’s submission requirements to determine necessary documentation required for the filing prepare and submit, via SERFF, all new forms, rates and rules filings in states
    • Participates in audits of our insurance program
    • Researches life insurance regulations and statutes both pending and enacted
    • Coordinates the support of home office departments by providing information regarding current and previously issued forms

     

    Requirements:

    Experience                         

    •  5-10 years of relevant experience
    • Requires  strong knowledge of federal and state regulations pertaining to insurance and pertinent state insurance codes
    • Knowledge of life insurance and annuity products 
    • Knowledge of the SERF filing system required

    Skills & Abilities

    • Ability to research issues pertaining to state filing requirements.
    • Strong attention to detail and ability.
    • Excellent organizational skills with the ability to handle multiple tasks simultaneously.
    • Excellent verbal and written communication skills.
    • Must be a team player/contributor, and also have the ability to work independently.
    • Proven proactive relationship builder.

    Education/Licenses/Professional Designations

    • Associate or Bachelors's degree and relevant work experience.
    Apply Now
  • Account Manager - Employee Benefits
    Job # 1579
    Job Type: Account Management/Customer Service
    Start Date: 10/29/2019
    Location: Hartford, CT
    Salary: Competitive salary with excellent benefits
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    Description:

    A large insurance provider is seeking an Employee Benefits Account Manager to provide the highest level of customer service in servicing, supporting, and coordinating clients' accounts. 

    Requirements:
    • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent 
    • Typically 3 years of Client services experience is required
    • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
    • Strong verbal and interpersonal communication skills required 
    • Understands industry trends and governmental regulations
    Apply Now
  • Underwriter - E&O Cyber Technology
    Job # 1580
    Job Type: Underwriting
    Start Date: 10/29/2019
    Location: New York, NY
    Salary: Competitive salary with excellent benefits
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    Description:

    A large specialty insurance provider is seeking a Professional Lines Underwriter.
    Essential Duties and Responsibilities:
    • Underwriting of Miscellaneous Professional Liability, Technology Errors and Omissions,
    Cyber Liability, Media Liability, Architects and Engineers Professional Liability, and Insurance
    Agents and Brokers
    • Ability to evaluate all individual risk characteristics and properly determine capacity,
    attachment point, terms, and pricing
    • Maintain and enhance existing broker relationships as well as identify and develop new
    relationships within both retail and wholesale partners.
    • Develop and execute a marketing plan aimed at retaining existing business and producing new
    opportunities that fit within the company risk appetite
    • Ability to participate in account discussions while exercising discretion and independent
    judgment in the analysis and evaluation of risk
    • Ability to effectively interact, communicate and negotiate with all levels of external and/or
    internal business partners.

    Requirements:

    Qualifications:
    • Established relationships with Retail and Wholesale Network in Northeastern Marketplace
    • Minimum of 5 years of Professional lines Underwriting Experience
    • Bachelor’s Degree
    • Excellent oral and written communication skills
    • Strong analytical and organizational skills
    • Ability to travel approximately 10% of the time

    Apply Now
  • Commercial Lines CSR
    Job # 1587
    Job Type: Account Management/Customer Service
    Start Date: 11/25/2019
    Location: New Haven County
    Salary: Competitive salary with excellent benefits
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    Description:

    The Commercial Lines CSR is responsible for providing prompt, accurate, and courteous support service to clients and coworkers.

    The right candidate would have to be able to work independently in a fast paced environment and service our clients with their insurance needs.

    Essential Duties and Responsibilities:

    • Communicate with clients on day-to-day activity in a professional manner

    • Direct customer to agents, claims specialist and investigators when necessary

    • Produce applications and correspond with clients to obtain signed applications

    • Order policies from carriers

    • Ensure policy is received in timely manner and process new client paperwork

    • Verify accuracy of policies

    • Perform data entry in agency management system

    • Process endorsements and enter into agency management system

    • Produce insurance identification cards as needed • Set up new clients in agency management system

    • Ensure the accuracy of the information downloaded into the agency management system by the carriers

    • Work with the information technology staff to ensure information is accurately downloaded with minimal re-work required

    • Address any Billing questions

    • Process automobile changes

    • Changes in scheduled items

    Requirements:

    Education and/or Experience:

    • High School diploma or equivalent, required

    • Bachelors degree or the recognized equivalent in education and experience, preferred

    • Connecticut Property & Casualty insurance license, required

    • Minimum of 3 years of commercial lines insurance experience, required

    • Knowledge of the Commercial Auto Industry, preferred

    • Bilingual in English/Spanish, a plus Technology Skills:

    • Applied TAM, Applied Epic, or similar agency management software experience, preferred

    • Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)

    • Ability to rate online and work in multiple carriers websites, preferred

    Other Qualifications:

    • Ability to work independently and enjoy a high degree of interaction with team members

    • Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives • Self-motivated and driven

    • Maintain a sense of urgency and ability to work with and meet deadlines

    • Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance

    • Demonstrates excellent time management, multi-tasking and prioritization skills

    • Attention to detail and commitment to a high level of accuracy

    • Ability to maintain a professional demeanor and positive attitude

     

    Apply Now