Full Time Job Opportunities within USLI

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Full Time Job Opportunities with Our Customers

We are pleased to offer our customers access to many of our dedicated college helper’s resumes for employment consideration. Our customers send us their career opportunity job descriptions and we promote the opportunities to the students; all jobs listed are up-to-date.

We have incredible opportunities to offer those of you who are interested in staying in the insurance industry after college graduation.

Customer Service Associate

The Customer Service Associate is the most fundamental role that introduces the basic building blocks for which our culture is based, better defines our community’s entrepreneurial spirit, and establishes the chemistry within our team dynamic. This role provides a challenging and rewarding opportunity for professional development, insurance education, networking, and introduction to a variety of different career paths for future advancement.

Job Functions:

  • Data entry and creation of insurance proposals for delivery to customers
  • Processing and delivery of insurance binders and invoices to customers and subsequent prior-to-binding items.
  • Assisting account managers with the sales process, involving customer and underwriter interaction both verbal and written communication, working with sales and marketing team on various projects, as well as reporting on results.
  • Policy issuance and adhering to our 30 day policy issuance service promise to customers.
  • Assisting in the processing and servicing of issued policies in combination with account managers to obtain and process endorsements, cancellations, and other administrative tasks.
  • Liaison with accounting, clerical, and compliance team to delegate, track, and coordinate various surplus lines documents as well as any corrective data entry needed to maintain database integrity.
  • Sole responsibility for our customer contract process and maintaining proper records
  • Other tasks, projects, and presentations required by leadership

Qualifications Required:

This position demands an organized, self-motivated team player with the urgency, thoroughness, and time management skills to make a positive impact on our business. Drive for self-improvement and openness to receive feedback will unlock future potential and advancement.

  • College Bachelor’s Degree
  • Must obtain Property and Casualty Insurance License within 90 days of start date

Positions available in: 

  • Wayne, PA
  • Oak Brook, IL

Full Time Regional Branch Agency Representative – Wayne, PA

Job Functions:

The Agency Representative will focus on submission and premium production from independent retail agent customers within the region. This intermediate level sales and marketing position demands a self-driven, competitive, team player with the urgency, thoroughness, and time-management skills to make a positive impact on our business. The ideal candidate is entrepreneurial-minded and organized, has exceptional communication skills, and is motivated by taking something established to the next level.

  • Production and Customer Visits
    • Grow the Apogee brand.
    • Conduct a minimum of 48 customer visits monthly focusing on all Apogee products.
    • Prospect for new customers in assigned territory; set-up meetings and send agendas.
    • Identify areas of opportunity, differentiate what we offer with what the customer has elsewhere and create action plans to earn the business/share our story.
    • Schedule joint travel customer appointments with carrier partners and in-house product experts/leadership quarterly.
    • Drive submission and premium production to meet minimum sales activity goals – combination of submission flow, customer visits, and premium/binder production.
    • Work in conjunction with in-house product experts to bind new business quotes.
    • Develop promotional materials to support the sales of carriers, products, and services.
  • Customer Management:
    • Utilize sales software (ACT), account management software (AIM) and MS Office to manage customer relationships and update customer profiles.
    • Monitor production of customers to achieve goals.
    • Communicate regularly with in-house account managers to enhance knowledge about submission activity and partner with in-house team on renewals above $10,000 premium.
    • Identify cluster groups, agency networks, or any other customer groups and work in conjunction with Senior Agency Representative to formulate a plan for penetration.
    • Attend local trade shows to deepen brand awareness and penetrate customers attending.
  • Personal Development:
    • Obtain Property & Casualty License.
    • Enroll and complete formal insurance education program for both professional and personal development as outlined in individual development plan (AINS, RPLU).
    • Attend regular sales training sessions to improve sales skills, technical product knowledge, and competitor information.

Qualifications Required:

  • Ability to travel with occasional overnight stays – valid driver’s license
  • Strong oral and written communication skills
  • Strong presentation and organizational skills
  • Ability to work both independently & in teams

Education:

  • College Bachelor’s Degree

Experience:

  • 1-3 years of hands-on experience in sales and/or marketing is preferred
  • Prior insurance product knowledge and insurance education – a plus!

Apogee Benefits:

  • Receive compensation for training and continuing education while you learn the business.
  • Competitive base salary and benefits package with quarterly and end of year bonuses based on production.
  • High-energy and performance-driven work culture, while embracing a flexible life balance
  • Frequent customer interaction and networking opportunities, including carrier and customer outings, insurance industry events, etc.
  • Free lunch provided daily.
  • Company phone & Surface laptop provided.
  • Corporate Amex and Corporate Enterprise account
  • Dinner and Hotel paid for while traveling overnight.

Full Time Agency Representative

Job Functions:

Our full-time face-to-face sales position includes setting up and completing visits in customer offices. A track record of excellent customer service is required along with the ability to grow and nurture business relationships in person and over the phone between our company and customers.This intermediate level sales and marketing position demands a self-driven, competitive, team player with the urgency, thoroughness, and time-management skills to make a positive impact on our business. *Assigned territory is TBD – pending where candidate resides.

Responsibilities:

  • Production and Customer Visits
    • Grow the Apogee brand.
    • Conduct a minimum of 48 customer visits monthly focusing on all Apogee products.
    • Prospect for new customers in assigned territory; set-up meetings and send agendas.
    • Identify areas of opportunity, differentiate what we offer with what the customer has elsewhere and create action plans to earn the business/share our story.
    • Schedule joint travel customer appointments with carrier partners and in-house product experts/leadership quarterly.
    • Drive submission and premium production to meet minimum sales activity goals – combination of submission flow, customer visits, and premium/binder production.
    • Work in conjunction with in-house product experts to bind new business quotes.
    • Develop promotional materials to support the sales of carriers, products, and services.
  • Customer Management:
    • Utilize sales software (ACT), account management software (AIM) and MS Office to manage customer relationships and update customer profiles.
    • Monitor production of customers to achieve goals.
    • Communicate regularly with in-house account managers to enhance knowledge about submission activity and partner with in-house team on renewals above $10,000 premium.
    • Identify cluster groups, agency networks, or any other customer groups and work in conjunction with Senior Agency Representative to formulate a plan for penetration.
    • Attend local trade shows to deepen brand awareness and penetrate customers attending.
  • Personal Development:
    • Obtain Property & Casualty License.
    • Enroll and complete formal insurance education program for both professional and personal development as outlined in individual development plan (AINS, RPLU).
    • Attend regular sales training sessions to improve sales skills, technical product knowledge, and competitor information.

Positions available in:

  • Oak Brook, IL (Midwest Region)
  • Detroit, MI ( Midwest Region)
  • Indianapolis, IN (Midwest Region)
  • Richmond, VA (Mid-Atlantic Region)
  • Boston, MA (New England Region)
  • Austin, TX (South Central Region)
  • Orlando, FL (Southeast Region)
  • Tampa, FL (Southeast Region)
  • Mission Viejo, CA (Northern California Region)

Marketing & Web Design Specialist

Job Functions:

Entry to advanced level position focused on generating submission flow from independent retail agencies and potential buyers. Primary responsibilities include: leading our nationwide electronic marketing campaigns through Mailchimp, Google Adwords/SEO, electronic newsletters, social media, blog, and website to share the Apogee Story.

  • Electronic Marketing:
    • Create email campaigns and newsletters to market products/services to our customers
    • Maintain and grow prospect database of 200,000+ contacts
    • Create and publish relevant content across multiple media platforms
    • Maintain the Apogee website
    • Continue developing and growing Apogee’s social media presence
  • Lead Generation:
    • Responsible for generating a weekly lead generation report
    • Further develop and test the lead generation process from insured to the carrier
    • Increase lead to submission ratio
    • Create new forms to capture new customer contact information
    • Work with carriers to implement online quoting platforms
    • Create and manage Google Adwords budget to consistently maximize the number of leads generated and ROI
  • Sales and Marketing Support
    • Create and maintain company marketing materials
    • Coordinate all trade shows across the country
    • Create customized marketing materials for customers as needed
    • Schedule webinars and create PowerPoint presentations to be used
    • Provide solutions to customer technology needs
    • Review sales and marketing opportunities from vendors
    • Manage incoming responses from marketing emails
    • Organize marketing materials, photos, logos and videos for team access
    • Maintain office contact lists

Qualifications Required:

  • Creative, energetic, outgoing, positive attitude demonstrating high sense of ownership
  • Multi-tasking, friendly, team player with solid street smarts and time management skills
  • Knowledge of Adobe Creative Suite and social media platforms and integration
  • Familiarity with Google Analytics/Ads, WordPress
  • Best practices with search engine optimization and key words

Position available in:

  • Wayne, PA

Full Time Retail Web Specialist

Job Functions:

Entry to intermediate level position focused on sharing the Apogee story with and driving submissions from independent retail agent customers to Apogee by demonstrating our web/phone quoting capabilities as well as build significant customer relationships.

  • Sales and Customer Visits
    • Conduct 20 customer visits weekly focusing on our small business unit.
    • Set-up meetings and send agendas to communicate expectations.
    • Share our story, ask probing questions and listen to customer responses.
    • Demonstrate quoting options such as web quoting and phone quoting.
    • Identify areas of opportunity, differentiate what we offer with what the customer has elsewhere and create action plans to earn the business.
    • Execute on the follow-up
    • Develop promotional materials to support the sales of carriers, products, and services.
    • Meet minimum sales activity goals – combination of submission flow, customer visits, and premium/binder production.
  • Customer Management:
    • Utilize sales software (ACT), account management software (AIM) and MS Office to manage customer relationships and delivery on takeaways/follow-up.
    • Monitor production of customers to achieve goals.
    • Communicate regularly with in-house account managers to learn about submission activity of assigned customers.
    • Build strong relationships with high impact customers.
  • Personal Development:
    • Enroll and complete formal insurance education program for both professional and personal development as outlined in individual development plan (AINS, P&C License)
    • Attend regular sales training sessions to improve sales skills, technical product knowledge, and competitor information.

Qualifications Required:

  • Ability to travel with occasional overnight stays – valid driver’s license
  • Strong oral and written communication skills
  • Strong presentation and organizational skills
  • Ability to work both independently & in teams

Education:

  • College Bachelor’s Degree and Property & Casualty License – a plus

Computer Skills:

  • AIM, ACT!, Adobe Acrobat Professional and Microsoft Suite of Applications

Experience:

  • 2-5 years of hands-on experience in sales
  • Prior insurance product knowledge and insurance education – a plus

Positions available in:

  • Wayne, PA
  • Oak Brook, IL
  • Dallas/Houston, TX

Full Time Sales & Marketing Specialist – Wayne, PA

Job Functions:

Entry to advanced level position focused on generating submission flow from independent retail agencies and potential buyers. Primary responsibilities include: leading our nationwide electronic marketing campaigns through Mailchimp, Google Adwords/SEO, electronic newsletters, social media, blog, and website to share the Apogee Story.

  • Electronic Marketing:
    • Create email campaigns and newsletters to market products/services to our customers
    • Maintain and grow prospect database of 200,000+ contacts
    • Create and publish relevant content across multiple media platforms
    • Maintain the Apogee website
    • Continue developing and growing Apogee’s social media presence
  • Lead Generation:
    • Responsible for generating a weekly lead generation report
    • Further develop and test the lead generation process from insured to the carrier
    • Increase lead to submission ratio
    • Create new forms to capture new customer contact information
    • Work with carriers to implement online quoting platforms
    • Create and manage Google Adwords budget to consistently maximize the number of leads generated and ROI
  • Sales and Marketing Support
    • Create and maintain company marketing materials
    • Coordinate all trade shows across the country
    • Create customized marketing materials for customers as needed
    • Schedule webinars and create PowerPoint presentations to be used
    • Provide solutions to customer technology needs
    • Review sales and marketing opportunities from vendors
    • Manage incoming responses from marketing emails
    • Organize marketing materials, photos, logos and videos for team access
    • Maintain office contact lists

Qualifications Required:

  • Creative, energetic, outgoing, positive attitude demonstrating high sense of ownership
  • Multi-tasking, friendly, team player with solid street smarts and time management skills
  • Knowledge of Adobe Creative Suite and social media platforms and integration
  • Familiarity with Google Analytics/Ads, WordPress
  • Best practices with search engine optimization and key words

Education:

  • College Bachelor’s Degree

Experience:

  • 2-5 years in advertising, marketing and prior insurance experience a plus

Claim Service Assistant

We have an immediate opening in our West Chester office for a part-time licensed employee. Candidates must be highly motivated with excellent communication, customer service, computer, MS Office and teamwork skills. NATIONWIDE INSURANCE EXPERIENCE A PLUS! Current P & C license is required, Life license is a plus. Excellent salary and benefits package. Send resume to: Jim Breidenbach, Body-Borneman, P O Box 584, Boyertown, PA 19512, e-mail to [email protected] or fax to 610-367-1140. NO PHONE CALLS.

B+H Insurance, LLC will field a team committed to executing a vision of growth, while maintaining a client-focused culture. We will foster an environment where each team member can achieve his or her personal and professional goals, while giving back to the community and supporting local, charitable causes. B+H offers customized insurance solutions to businesses, families and individuals. We are an Equal Employment Opportunity (EEO) employer.

Title: Advisor

Department: Commercial Lines

Job#: BH 2017 01 CLAD 012

Location: Newark, DE

Position Status: Full-time

Exemption Status: Exempt

Compensation: Commission

Leave Accrual Eligibility: No

Telework Eligibility: Yes

Job Description: An Advisor is a licensed insurance professional whose primary duty is to acquire clients for the Agency. Advisors work closely with Account Managers (AM) to address client needs in a timely fashion. An Advisor is always seeking new business opportunities, while retaining current business and rounding accounts for current clients. An Advisor is organized and keeps an accurate log of tasks using the Agency system, Epic. A big-picture understanding of insurance and B+H clients is required to ensure best value and elite service is provided.

Discretionary responsibilities will be assessed by management and include, but are not limited to:

  • Strives to reach the agency’s business goals by prequalifying own new business and adhering to company guidelines for quality business
  • Aims to achieve Validation Status within three (3) years
  • Seeks referrals from client base and follows through on new accounts
  • Works with AMs to meet client needs by providing coverage-related items, proposals, etc. in a timely manner
  • Works with AMs to accurately prepare proposals and applications, submits them to insureds, obtains clients’ signatures when required, follows up to ensure timely responses
  • Accurately prepares new business proposals
  • Assists renewal team in gathering information in a timely fashion; follows up as necessary to ensure deadlines are met, assists with remarketing, contacts clients and follows-up in conjunction with AMs, renews policies in accordance with agency standards
  • Works with Account Technicians, AMs, and Accounting after receipt of a policy cancellation code (CNOC) in Epic; handles cancellations professionally with care, legally saving all accounts possible with adherence to E&O guidelines
  • Informs and educates clients about coverage, exclusions and exposures; documents electronic files accordingly so all files and notes are accessible for anyone servicing the account
  • Contributes to a positive, team atmosphere
  • Assists or completes other tasks as directed by agency management

Specific and B+H standards/expectations for these responsibilities are listed below. The reporting mechanism for these standards/expectations is Epic, as well as management, Advisor, and client evaluations. Employees will receive a rating from 1 (poor) to 6 (superb) on annual performance reviews.

RESPONSIBILITIES STANDARDS/EXPECTATIONS (Required Outcomes)
Generates new accounts, responds to referrals Meets production goal of $50,000 minimum in revenue for 2017
Handles referrals as assigned by management Responds to potential clients within twenty-four (24) hours
Provides each Client/Prospect a complete risk review; presents proposals and follows-up with prospects; completes all applications in Epic and gets all documents required by carriers Completes Risk Management Analysis on each account; rounds each account via ex-dates and follow-through; successfully closes 50% of Proposals
Consistently has insureds sign applications and collects deposits from all agency-billed applicants; populates Account Detail in Epic with a narrative for every prospective client; Inputs application/account data into system 100% of applications signed

100% of agency-billed items collected

95% of data input by Producer

100% of new clients have a narrative in Epic

Creates activities for follow-up items as appropriate 85% of items cleared on each weekly diary report; rest re-diaried as appropriate; tracked by Weekly Exceptions Report
Retains renewal accounts by maintaining contact with appropriate Clients and filling coverage needs Retention rate of 96% (based on client count) tracked by a lost business report
Reviews upcoming expirations and notifies AM of special instructions; reviews expirations and attends monthly renewal meeting, collects updated information from client as needed Contacts AM at least sixty (60) days prior to renewal; attends all renewal meetings and is fully prepared; debriefs AM within one (1) week after client renewal meeting
Reviews all AM requests (AMRE) involving endorsements, claims, audits, and cancellations and notifies AM of action needed Reviews activities daily; notifies AM as necessary within one (1) business day of receipt; contacts clients as necessary within two (2) days
Assists Accounting in collecting agency-billed audit amounts for his/her accounts; must pursue or return to accounting for collections 100% of uncollected audit amounts are reviewed with Accounting
Responsible for coverage adequacy of all written accounts E&O audits rated “above average”
Keeps technical expertise up-to-date, furthers insurance education, and maintains current certifications and designations Attends at least two (2) outside seminars per year; reports interesting learning point at next staff meeting
Responsible for educating clients concerning Agency payment expectations and cancellation procedures Aim to collect all premiums
Explains audit procedures to clients and reviews interim reports for credibility and coverage adequacy Must attempt to discuss all audits that result in 10% increase or 10% decrease with client within two (2) business days; follow-up as necessary
Suggests new coverage and generates quotes for current clients in an effort to round accounts Use the suggestion (SUGG) code in Epic as applicable; successfully rounds two (2) accounts per quarter using cross sell (CROS) code to track
Refers current and prospective clients to P/L and Life/Benefits Dept. for solicitation Three (3) referrals made per quarter to each other department; track using referral (REFR) code
Follows-through on ALL open Epic Activities; does not extend dates in activities without notes explaining the reason and following up with client Activities should never sit idle for more than seven (7) days without detailed notes explaining status, tracked by agency exceptions report
Utilize “Notes” section in Epic to ensure all Advisors, AMs, ATs can service accounts regardless of who they’re assigned to Notes must be current 100% of the time, tracked by date and timestamps; provide status updates to clients as necessary
Maintains electronic files accurately and consistently, processes incoming mail and voicemail (VM) requests accurately and timely Mail consistently handled on date received with no backlog; respond to all client requests by Close of Business (COB); respond to VMs by COB

Personal Lines Insurance Client Advisor

Christie and Associates is looking to hire a Personal Lines Client Advisor, responsible for helping to build and maintain relationships with new and existing clients. This includes assisting them with identifying their Insurance needs, evaluating and securing appropriate policies and coverages, managing customer documentation, and maintaining professional, responsive and proactive communication.

Who we are:

Our agency is one of the premier providers of insurance to businesses and families in southwestern Pennsylvania. The expertise and experience of our staff and our breadth of access to the insurance marketplace allows us to provide a level of service to our customers that is unmatched by many other agencies.

What you’ll do:

  • Obtain insurance license and required continuing education requirements.
  • Manage assigned book of business relative to growth and servicing accounts.
  • Work closely with Company personnel to obtain a good relationship and knowledge of carrier’s products and website functionality.
  • Demonstrate excellent telephone etiquette skills. Listen to client’s needs and offer solutions to best fit their needs.
  • Demonstrate a professional attitude at all times when working with internal/external customers.
  • Utilize management system to complete various transactions per procedure guidelines.
  • Complete other tasks as required by management.

What you’ll bring to the table:

  • Enthusiasm & Promptness to working hours, completing daily tasks and meeting individual goals.
  • Demonstrate confidence in your abilities so clients have a comfort level in your recommendations and servicing capabilities.
  • Self-motivated and attentive to detail to accomplish “once and done” approach.
  • Above average computer skills to efficiently work within Agency Management system and Carriers websites.
  • Eagerness for continuous improvement and growth of insurance knowledge.
  • Positive attitude to foster a positive environment.
  • Open minded for change and recommend suggestions for continuous improvement.
  • Work well independently and as a Team player.

We have a full benefit plan, healthcare, vision and offer AFLAC. We also offer life insurance, short/long-term disability and an awesome 401K plan that you enroll in after 1 year of employment. We give 13 paid/sick days off to start with; the paid time off increases the longer and individual is employed here.

Job Type: Full-time

Experience: Insurance: 2 years

Education: Associate Degree

License: Property and Casualty License

*To Apply for this position, please send your resume via email to: [email protected] “PL CLIENT ADVISOR” and YOUR NAME as the subject.

Personal Lines Assistant Account Manager

Overview

Emmanuel Insurance is currently providing a unique opportunity for two Personal Lines Assistant Account Managers to join a rapidly growing and successful independent insurance brokerage. We are currently seeking motivated, self-starters, who will support our team of account executives in day-to-day operations. Emmanuel Insurance is a growth agency, designed for those who wish to excel in their career and showcase their talents with a team of dynamic individuals.

We are a family owned business and celebrating our fourteenth anniversary. Our goal is servicing the needs of our clients in the most economical and protective way. Emmanuel Insurance is a full-service agency, offering not only customer service and care, but breadth of coverage. We firmly believe purchasing insurance can be simple and straightforward, and getting wonderful service should be the rule, rather than the exception.  

Compensation & Benefits

  • $15.00
  • Forty (40) hours per week, Monday through Friday, 9:00am to 5:00pm
  • Upon eligibility – generous PTO (Paid Time Off), a 401K match, disability benefits and educational and growth opportunities to regular full-time employees

Duties & Responsibilities (will include but are not limited to)

  • Assist Executive Account Managers in servicing new and existing accounts in a timely and professional manner
  • Utilize Agency Management System (Applied Epic) and carrier websites to process Auto ID Cards and Evidence of Property requests, mortgagee change requests and other changes as needed
  • Update Agency Management System with current and up-to-date claim information
  • Utilize the Agency Management System to document all activity performed and log insured and carrier correspondence when necessary
  • Accept and process insured payments and respond to billing/cancellation inquiries
  • Assist in marketing material distribution, including email, mailers, gifts and/or other forms of communication
  • Provide backup support, such as answering incoming calls, and other administrative work as needed
  • Send documentation to insureds to obtain signatures (including eSignatures), in a timely fashion, and maintain in Agency Management System or within carrier systems
  • Adhere to Agency Errors & Omissions guidelines

Skills & Qualifications

  • Excellent written and verbal communication/listening skills
  • Ability to work in a team environment
  • Ability to multi-task, while maintaining attention to detail
  • Strong problem solving and time management skills
  • Passion for building and maintaining long-term relationships with our carriers and clients, while providing superior service
  • Proficient in Microsoft Office 365 and Microsoft Outlook
  • EZLynx Comparative Rater experience is preferable, not required
  • Property & Casualty license is preferable, not required
  • Agency Management System-Applied Epic experience is preferable, not required

We do not accept direct inquiries – Email or Phone Calls. Only online applications will be accepted. Apply via the following
link –
https://www.ziprecruiter.com/job/cdce9dd6

Small Account Sales Representative (Wholesale) – Entry Level Underwriting and Sales

This role consists of a 24 month training and development program that will prepare the participant to become an insurance professional.  The focus of the training program will be becoming the go-to expert on reviewing, quoting and binding small account business.

Essential Functions:

Participant will establish themselves as the small accounts expert in the office through product knowledge, quoting and superior customer service.

Essential functions will include: reviewing submissions and qualifying risks in an effort to quote and sell new business, acting as a liaison between markets and customers to negotiate favorable insurance quotes quickly and efficiently, cross-sell additional coverages, and quote risks that fit USLI appetite through USLI Customer Web and by submitting applications to underwriters when necessary

Sales Responsibilities and Benchmarks:

  • Send 10 submissions per day to USLI.
  • Make at least 10 outbound phone calls per day to solicit new business from existing or prospective customers.
  • Through phone calls and emails, increase Instant Quote and Retail Web submission activity by educating agents on eligible classes and demonstrating the systems. Warm transfer at least 1 agent per day to instant Quote team for a live quote.
  • Make outbound phone calls on all quotes to cross sell products, communicate coverages and selling points to assist converting quotes into binders.
  • Contribute to marketing efforts including weekly LinkedIn posts, monthly email blasts and quarterly webinars.
  • Establish an active relationship with Regional Sales Manager and regularly discuss strategy and tactics including training, sales issues and follow up.
  • Respond to customer emails and phone calls in compliance within service standards.
  • Pursue continuing education and insurance designations/licenses as outlined in the training and development plan. This will require self-study.

Travel:   

  • Occasional travel may be required
  • Candidate expected to attend two week insurance bootcamp and participate in two-day annual sales conference in Wayne, PA
  • Not a work from home position

Education:

  • College degree OR equivalent business experience

Specific experience:

  • Strong oral and written communication skills
  • Strong analytical skills
  • Strong organizational skills
  • Strong customer service skills
  • Strong problem solving skills
  • Ability to work independently in a fast paced environment
  • Motivated, results-driven sales personality
  • Open to coaching and continuous improvement

Associate Broker

About the Job

Hull & Company, Inc., a National Wholesale Broker & MGA, has a tremendous opportunity for an experienced, highly motivated Associate Broker for its Pittsburgh, PA and Horsham, PA offices. Experience with Excess & Surplus Lines from a wholesaler perspective is preferred, but carrier or broker background is acceptable. Position duties will include, but are not limited to, placement of brokerage business with carrier partners, production underwriting, cultivating relationships with carriers and retail agents, marketing & business planning, negotiating rates and terms, evaluating coverage & forms, driving the sales process on both new & renewal business for a lead New Business Broker.

This is a rare opportunity to join a highly effective marketing & production driven team. Successful candidates tend to be entrepreneurial, highly motivated, disciplined, determined to grow their own book of business while receiving recognition and rewards based on their own merit.

Prior insurance coursework is preferred.  Education and continuing education is highly encouraged for growth & advancement.

Qualifications:

  • Two Years Commercial Multi-Line Insurance experience preferred
  • Bachelor’s Degree with Emphasis in Business or Risk Management Preferred
  • Strong PC skills including Word & Excel
  • Excellent communicator and relationship driven professional
  • Strong critical thinking skills
  • Experience working in a paperless environment preferred
  • Must be detail-oriented and possess the ability to multi-task
  • Ability to work well with others in a production team environment
  • Committed to excellent customer service

Hull & Company offers a competitive salary and an excellent employee benefits package including 8 holidays/year, vacation, medical, dental, flexible spending accounts, life insurance, disability coverage, continuing education assistance, Employee Stock Purchase Plan, and a 401k Plan.

For over 50 years, Hull & Company has provided a wide variety of commercial products from the top specialty carriers in our business. Thanks to the successful relationships with many of the finest retail agents & brokers in America, we have grown into one of the largest companies of our kind. We are guided by strong ethics, honesty & professionalism. Our goal is to deliver specialty insurance products that retail agencies need at the most competitive terms, with financially sound carriers, on a timely basis.

Administrator Sales Role

InsuranceBee is looking for ideal candidates for an administrator sales role and a client advisor role. If either of these interest you, please contact Maureen Brogie at [email protected] or by phone at (978)-344-4224.

Responsibilities: Support the Advisors and assist the smooth running of the office

Key Responsibilities: To take on this role, you must be capable of:

  • providing outstanding customer service in line with our values
  • preparing premium finance agreements
  • reception / fielding phone calls
  • data input
  • sending policy documents
  • following up the quotations to sales as and when required
  • building a relationship with clients and giving prompt attention to their requests
  • taking full and accurate telephone messages and pending follow-up actions accurately
  • assisting with office administration such as management of supplier invoices (filing for accounting), ordering of office supplies, FedEx

Specialist Knowledge: You will need to be knowledgeable/learn about General Liability insurance – later products will include Directors & Officers, Workers’ Compensation, Professional Liability, Business Owners (BOP), Employment Practices Liability. We also expect that you will (or will learn to in your probationary period):

  • understand the benefits of the above insurances and how they how they relate to various professions (e.g. Landscapers, Cleaners, Retail Stores, Marketing and Communications, IT, Management Consultants, Architects, Engineers, Surveyors, Real Estate Agents, Insurance Agents)
  • understand the differences between online and offline policies
  • understand the different payment options available
  • become knowledgeable of the underwriting guidelines of the various programs

Personal Development: Your own personal development will be planned with the Managing Producer. We will expect that you:

  • obtain licensing, if required
  • study and attend training in order to further your technical and general expertise
    • develop your own PD plan (in consultation with the Managing Producer)
  • complete targets/objectives set in your personal development review, within the time limit specified
  • understand InsuranceBee’s innovative way of doing business and promote the company’s brand values

Client Advisor Role

Hours of work: 37.5 hours per week – Monday to Friday and such hours as may reasonably be requested; the position may require shifts work to cover West Coast states. Located in Maynard, MA.

Key Responsibilities: As an InsuranceBee Client Advisor you’ll be responsible for providing outstanding service to our customers and building and maintaining the company’s book of business. You’ll report to the Managing Producer on a day to day basis.

  • providing outstanding customer service in line with our values
  • handling customer quote requests and inquiries
  • understanding the customer’s business, risk profile and insurance needs
  • matching coverage to meet customer needs
  • ensuring that coverage is fully explained to customers
  • binding business under our authority
  • issuing quotations and policy documents
  • following up quotations
  • building customer relationships
  • using negotiating skills with underwriters and clients
  • developing new business
  • administering and retaining existing business
  • identifying trends and developments

Specialist Knowledge: Initially the offering with be primarily General Liability Insurance, later products will include Directors’ & Officers, Workers’ Compensation, Professional Liability, Business Owners (BOP), Employment Practices Liability. We also expect that you will (or will learn to in your probationary period):

  • understand the benefits of the above insurances and how they how they relate to the new professions (e.g. Marketing and Communications, IT, and Management Consultancy)
    • understand the benefits of the above and how they relate to other professions (e.g. Architects, Engineers, Surveyors, Estate Agents, Recruitment Consultants, Interior Designers)
      • understand when we can use our Binding Authority to self-quote
      • understand the different payment options available
      • understand how Claims are handled
      • understand Insurance Bee’s innovative way of doing business and promote the company’s brand values

Personal Development:

Your own personal development will be planned with the Managing Producer, we will expect that you:

  • maintain your licensing as required
  • study and attend training in order to further your technical and general expertise
  • develop your own PD plan (in consultation with the Managing Producer)
    • complete targets/objectives set in your personal development review, within the time limit specified
      • develop a product expert area:
    • keep the team up to date with changes or developments in your expert area
  • present to the team at least twice a year
  • Attend training to further your knowledge
  • Lead projects relating to your product expert area
  • Provide assistance if required, in developing systems
  • Be available for UAT if required

Your performance is measured against your core and extended responsibilities, developments, achievements, personal skill set, quality of delivery, workflow and time management. It’s a basic expectation that you will have the knowledge to fulfill the role.

Your salary reviews are tied to the financial performance of Insurance Bee Inc and to the contribution of your role to Insurance Bee Inc’s success. You’ll be helped in your role by regular one to one reviews.

Full Time Commercial Customer Service Representative

We are an Independent Insurance Agency looking to hire a Commercial Lines Customer Service Rep for our Chadds Ford, PA office. Customer Services Rep will be responsible for the following tasks:

  • Service Existing Book of Business- Take incoming phone calls, endorsements to policies, answer billing questions, take payments, etc.
  • Issue Certificates of Insurance and Evidence of Property
  • Review, Manage and Mail Renewal Policies
  • Provide clients with Account Summaries prior to their renewal
  • Market and Re-quote client accounts with multiple carriers when necessary.
  • Complete all application paperwork including agency required forms
  • Cross‐sell client to round out accounts – home, auto, life and business
  • Must Be Detailed Oriented
  • This is a Inside Service with Sales Position with commission incentive
  • Salary is Negotiable based on experience and job knowledge.

After the 90 day probation, Health Coverage, 401K Plan

Please forward your resume to – Beth Garris at [email protected]

Customer Service Representative

Peterson Insurance Services is looking for a well-qualified candidate to join our team. We are a fast paced, rapidly growing agency located in Delaware County (suburban Philadelphia). The ideal candidate will have a positive attitude, great attention to detail, ability to multi-task, and is a quick study of commercial lines forms, coverages, and applications. The candidate also needs to possess the ability to effectively communicate with clients and carriers. We have several unique program niches that do business in all 50 states, and the intern will get a lot of exposure and real world experience to many facets of the insurance industry.

Please apply by sending your resume to [email protected]

Personal Lines Account Executive-Southeastern/Central, PA

Tompkins Insurance is looking for a motivated, sales focused individual who possesses the ability to develop and close sales opportunities through persistent relationship development.  In addition to new business sales, this person will be expected to retain current clients by providing unrivaled customer service at or above the standards of the agency.

Qualified candidates must possess: a valid driver’s license, have prior sales experience (preferred but not required) and currently have or be willing and able to obtain a valid PA Insurance License.

Commercial Insurance Account Executive, Blue Bell, PA

Tompkins Insurance is looking for a motivated individual to develop sales and to expand and service new accounts.  Having two years of insurance sales experience is desired.  Candidates must have a PA Insurance License.

If you are interested in these job posting, please visit: https://tompkinsins.com/career-openings/

Underwriter Trainee

W.N. Tuscano Agency (WNT) is a growing company in an interesting and challenging segment of the insurance industry. We are looking for talented individuals to fill our trainee program. This position is for a candidate who, while lacking experience in insurance, exhibits the tendencies and motivation to be successful in this training program. This trainee position is open to both current employees and external candidates on an on-going basis. WNT is looking for candidates with very specific qualifications, characteristics and values. All candidates (both internal and external) must meet or exceed the outlined qualifications below.

Training Outline:

The individual will spend a period of time working in various departments throughout WNT where they will become familiar with different insurance terms, concepts and become proficient in the use of the agency management system. Additionally, they will familiarize themselves with the processes and workflows utilized by a successful underwriter and his/her support team.

Basic components that will be learned during the training period:

  • Learn about the service standards, service vision, operations, policies and procedures utilized by WNT
  • Build relationships with our markets and retail customers
  • Acquire knowledge of markets utilized by Tuscano (brokerage and MGA) and understand each company’s risk appetite
  • Effectively apply guidelines from Company Underwriting Manuals
  • Understand classification of risks and what factors are used to determine rates
  • Learn and apply insurance principles (e.g. Minimum Earned Premium, Minimum & Deposit Premium, C.O.P.E., Insurance-to-Value, Surplus Lines Regulations)
  • Understand insurance forms and coverages

The individual must be self-motivated and invest in their education and training formally and through self-study efforts using outside resources.

While being goal-oriented, the individual must have the patience to know that their training and development will take years not months. Therefore, commitment must be made to undergo 2 years of training programs. Upon successful completion, wherein the candidate shows competency in the operational, technical and experiential aspects of the underwriting position, the candidate will be placed into a commercial underwriting position empowered to underwrite and make important decisions on behalf of the WNT.

Competencies & Qualifications:

  • Relationship Building: Create, develop and foster strong relationships over time with co-workers, company underwriters and retail agency producers
  • Organizational Skills: Possess strong organization skills while having the capacity to manage multiple deadlines and a strong sense of urgency to not miss deadlines
  • Stress Management: Function effectively under pressure
  • Customer Orientation: Align with WNT’s customer service expectations
  • Interpersonal Awareness: Notice, interpret and anticipate others’ concerns and feelings, and to communicate this awareness empathetically to others
  • Computer Literacy: Ability to learn new systems quickly as well as knowledge of Microsoft operating systems and MS Office programs
  • Communication Skills: Provide effective and clear communicate in conversations, interactions with others and in writing
  • Analytical thinking: Superior abstract reasoning ability and substantial critical thinking skills
  • Team Building: Respond constructively to others’ ideas and suggestions while promoting team work and engaging in a cooperative team atmosphere.
  • Career Progression: Actively seek training opportunities that facility career progression

Required Education & Licenses:

  • Bachelor’s degree required
  • Hold a current Pennsylvania Property & Casualty Producer License or must attain one in 6 months
  • Hold a current Pennsylvania Surplus Lines License or must attain one in 1 year

Future Outline & Expectations:

An underwriter must be able to assess the information provided on applications, obtain missing information as needed, and have the decision-making skills to allow them to pursue and obtain the quotes that present the right combination of pricing, coverage, and services that are best suited to the individual risk.

An underwriter needs to have the ability to qualify applications and recognize which ones present the highest chance of success, and the discipline to focus their efforts and energies on those opportunities. They must be able to decline risks that do not present as good of an opportunity without damaging the relationship with the retail broker.

A successful candidate must be persistent and goal oriented. The individual must have a strong desire to solicit new submissions as the person in the underwriting position is responsible for producing a required volume of new business. The candidate must have the ability to gather information from various sources beginning with submitted applications, forming an opinion about the application, and interpreting and communicating that interpretation to various expert parties.

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