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Careers - Monterey, California
Job Description:
For the Elite Personal Lines Insurance Professional, this is an outstanding career opportunity. We are seeking a Producer for Personal Lines to sell middle/large market high-end clients. Candidate is required to have a proven track record of successfully developing volume sales for Personal Lines clients. You'll be a key team member working with executives to accomplish aggressive objectives. This is a highly visible position of responsibility. Success in this role can open doors to an advanced career path. We welcome a candidate with or without a book of business.
Requirements:
- Seasoned producers with a proven track record with a stable work history and successful sales record in middle/ high markets.
- Develop new clients and retain existing clients.
- Must possess technical knowledge and experience.
- Appropriate Insurance License is a must.
- Great interpersonal and communication skills.
- Positive upbeat attitude
- College Education Preferred
- Minimum five years experience in Personal Lines Insurance sales
COMPENSATION
Lawson-Hawks provides competitive compensation and benefits.
For immediate considerations please e-mail your resume to jhilgers@lawson-hawks.com. Please use title Agent/Broker - Personal Lines in the subject line.
Lawson-Hawks is an equal opportunity employer located in Mountain View, CA.
Job Description:
The primary role of the Account Manager is to assist the Property/Casualty Producers in the placement and servicing of their new and renewal accounts while maintaining retention on the book of business assigned. Maintain exceptional marketing skills thru contact with underwriters and maintain on-going knowledge of their individual appetites and underwriting guidelines. Initiate cross sell opportunities on existing book of business. Prepare professional proposals and summaries of insurance with accuracy. Maintain renewal expiration list on a pro-active basis by obtaining updated information from clients 90 days ahead and preparing accurate submissions to carriers for quotations. Check policies received from carriers for detailed accuracy to ensure E & O protection. Maintain client database on documents, claims, accounting and activity detail in Agency computer software system. Provide exceptional customer service to all clients and internal team members.
Duties and Responsibilities:
- Provide exceptional customer service on all Commercial Lines accounts assigned
- Market new, renewal and rewrite of accounts to carriers
- Provide Agency Producers strong support on the marketing and servicing of their accounts
- Develop and maintain positive relationships with carriers/markets
- Maintain system data entry accuracy for input of our software system (Applied)
- Prepare certificates of insurance
- Prepare insurance binders
- Maintain accounting issues on assigned accounts, invoicing, accounts receivable
- Prepare finance agreements
- Maintain retention on assigned book by proactively maintaining Agency expiration list
- Maintain file maintenance on all assigned accounts
- Process incoming mail on your assigned accounts
- Comply with department procedures on the pro-active resolution of cancellations and direct collection items
- Diary necessary items to/from carriers, clients and Producers to ensure timely responses
- Follow written procedures for obtaining updated information from clients 90 days prior to renewal
- Check policies/endorsements/audits for accuracy on quoted limits, deductibles, rates etc.
- Maintain workload on a current basis in conjunction with departmental procedures
- Be willing to assist when called upon for special projects or peak periods within the department
- Prepare proposals/schedules/summaries
- Take first claims reports and enter data into Agency system and report to carrier
- Assist in helping to train other Account Managers when asked by management
- Document all customer requests in the computer
- Respond to carrier and client/customer phone call/e-mail requests
Skills and Abilities:
- Exceptional typing skills & organizational skills (detailed-oriented)
- Positive upbeat attitude
- Team player mentality
- Proficient computer skills (Word, Excel, Internet, quoting carrier internet software applications)
- Great interpersonal and communication skills (written and verbal)
- Ability to multi-task and be self motivated
- Capability to learn quickly and integrate efficiently
- Knowledge of the Property/Casualty Marketplace
- Maintain a sense of urgency in work performance
- Pro-active approach to problem-solving
- Reliability and consistency
Additional Qualifications:
- Minimum five years industry experience in similar position
- Must possess current California Department of Insurance P & C License
- Innovation, Resourcefulness and Creative Skills highly desirable
COMPENSATION
Lawson-Hawks provides competitive compensation and benefits.
For immediate considerations please e-mail your resume to jhilgers@lawson-hawks.com. Please use title Account Manager - Commercial Lines in the subject line.
Lawson-Hawks is an equal opportunity employer located in Mountain View, CA.
Job Description:
For the Elite Commercial Insurance Professional, this is an outstanding career opportunity. We are seeking a Producer for Commercial Lines to sell middle/large market high-end clients. Candidate is required to have a proven track record of successfully developing volume sales for Commercial Lines clients. You'll be a key team member working with executives to accomplish aggressive objectives. This is a highly visible position of responsibility. Success in this role can open doors to an advanced career path. We welcome a candidate with or without a book of business.
Requirements:
- Seasoned producers with a proven track record with a stable work history and successful sales record in middle/ high markets.
- Develop new clients and retain existing clients.
- Must possess technical knowledge and experience.
- Appropriate Insurance License is a must.
- Great interpersonal and communication skills.
- Positive upbeat attitude
COMPENSATION
Lawson-Hawks provides competitive compensation and benefits.
For immediate considerations please e-mail your resume to jhilgers@lawson-hawks.com. Please use title Producer for Commercial Lines in the subject line.
Lawson-Hawks is an equal opportunity employer located in Mountain View, CA.
Job Description
Primary Functions: - Provide excellence in customer service on all personal lines accounts assigned.
- Market new and renewal business
- Provide agency producers and staff support for writing of new accounts and renewals.
- Contribute to the development and maintenance of positive relationships with carriers, markets
and personnel.
- Perform cross - sell and account rounding activities on existing personal lines accounts.
Responsibilities: - Provide full customer service on all assigned personal lines accounts, including marketing and
placement of all new business along with the efficient remarketing and renewal of accounts
assigned.
- Generate complete and accurate underwriting information on all accounts assigned.
- Check policies, endorsements and other documents for accuracy and efficiency.
- Work with agency producers and staff to provide service and support.
Processing functions include:
- handle and process mail, order new and renewal coverage in a timely manner.
- Computer processing using Applied/Tam System. Input all client detailed information
- Work with company claims representatives when necessary to resolve problems
- Develop & maintain positive working relationships with companies, underwriter and staff.
- Maintain an active Department of Insurance license & meet continuing education requirements.
Qualifications: - Minimum 3 - 5 years personal lines experience in an agency / brokerage environment.
- Strong verbal and written communication skills.
- Strong analytical, negotiating and organization skills.
- Technical expertise in Personal lines coverage, products, programs & rating.
COMPENSATION
Lawson-Hawks provides competitive compensation and benefits.
For immediate considerations please e-mail your resume to jhilgers@lawson-hawks.com. Please use title Account Manager - Personal Lines in the subject line.
Lawson-Hawks is an equal opportunity employer located in Mountain View, CA.
Job Description:
This is an outstanding career opportunity for motivated employee benefits insurance professional. We are seeking a Producer for employee benefits to sell middle/large market high-end clients. Candidate is required to have a proven track record of successfully developing volume sales for employee benefit clients. You'll be a key team member working with executives to accomplish aggressive objectives. This is a highly visible position of responsibility. Success in this role can open doors to an advanced career path. We welcome a candidate with or without a book of business.
Requirements:
- Seasoned producers with a proven track record with a stable work history and successful sales record in middle/ high markets.
- Develop new clients and retain existing clients.
- Must possess technical knowledge and experience.
- Appropriate Insurance License is a must.
- Great interpersonal and communication skills.
- Positive upbeat attitude
COMPENSATION
Lawson-Hawks provides competitive compensation and benefits.
For immediate considerations please e-mail your resume to jhilgers@lawson-hawks.com. Please use title Producer for Employee Benefits in the subject line.
Lawson-Hawks is an equal opportunity employer located in Mountain View, CA.
Duties:
The primary role of the Client Service Representative is to assist the benefits department as a client support resource and provide unparalleled customer care to the client. Primary responsibilities include, but are not limited to, assisting producers in client participant enrollment, assuring accuracy of all eligibility data and benefits plan descriptions, maintaining open communication with assigned agency clients, addressing changes in plan or participant status, assuring accuracy in premium and commission accounting and tracking, facilitating COBRA enrollments, providing assistance to the Benefits Analyst with marketing and renewal proposals, prepare client communication for the Broker, maintaining client service renewal calendar, maintain client database with interface with Benefit Analyst and generally offer exceptional customer service to all clients and all internal team members.
Characteristics:
Candidates applying for this position will possess:
- Positive, upbeat attitude
- Exceptional Organizational Skills (Detail-Oriented)
- Flexibility
- A team player mentality
- A proactive approach to problem-solving
- Professional Demeanor
- Reliability and consistency
- Great interpersonal and communication skills (written and verbal)
- Ability to multi-task and be self-motivated
- Capability to learn quickly and integrate efficiently
Duties and Responsibilities:
- Work with Benefit Analyst for preparation of renewal and new proposals
- Assist in the preparation of new enrollment/open enrollment kits
- Act as Claims Adjudicator for employees - ensuring proper claims processing
- Assist department with weekly meetings, ensuring deliverables are met
- Perform miscellaneous tasks as directed by Director of Employee Benefits
Skills and Abilities:
- Proficient in Microsoft Office (Word, Excel, Outlook and Access)
- Exceptional typing skills (40 wpm).
- Ability to speak in front of large groups of individuals
- Must possess current California Department of Insurance L&D License
Additional Qualifications:
- 2-Year college degree or equivalent of 2 years experience is required
- Minimum five years industry experience
- Innovation, Resourcefulness and Creative Skills highly desirable
- Valid California Driver's License
COMPENSATION
Lawson-Hawks provides competitive compensation and benefits.
For immediate considerations please e-mail your resume to jhilgers@lawson-hawks.com. Please use title Client Service Representative - Employee Benefits Department in the subject line.
Lawson-Hawks is an equal opportunity employer located in Mountain View, CA.
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