Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. Theres a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, youll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in February, March or April we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix, San Antonio, Tampa and Colorado Springs office. This schedule may require working evenings up to 9:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently active Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $46,370 - $50,300. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Required Preferred Job Industries Other
02/08/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. Theres a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, youll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in February, March or April we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix, San Antonio, Tampa and Colorado Springs office. This schedule may require working evenings up to 9:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently active Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $46,370 - $50,300. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Required Preferred Job Industries Other
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. Theres a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, youll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in February, March or April we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix, San Antonio, Tampa and Colorado Springs office. This schedule may require working evenings up to 9:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently active Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $46,370 - $50,300. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Required Preferred Job Industries Other
02/08/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. Theres a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, youll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in February, March or April we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix, San Antonio, Tampa and Colorado Springs office. This schedule may require working evenings up to 9:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently active Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $46,370 - $50,300. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Required Preferred Job Industries Other
Sr. Associate, Underwriting & Portfolio Management, Boston, MA Boston, United States of America USA Job Family Description: Reviews, analyzes, and evaluates risks in order to renew existing business or generate new accounts. Determines appropriate terms and conditions for coverages and rates for program profitability. Contributes to the profitable growth of specific program(s) by maintaining pricing integrity, product excellence, and the development of meaningful performance metrics and controls. USA Job Function Description: Underwrites risk (i.e., selection/rejection of new and renewal business). Analyzes quality and quantity of risks underwritten and prepares reports accordingly. Administers and monitors underwriting rules and guidelines, rating manual rules, laws and regulations. May review books of business as well as profit/growth results and trends to recommend and implement action plans. Essential Functions/Responsibility Statements: Analyzes and make credit approve / decline / counteroffer decisions for small business loan applicants Manages and services a portfolio of existing loan relationships. Ensures financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations. Act as mentor and coach to our junior Underwriting & Portfolio Management team members in all areas related to underwriting and portfolio management including credit analysis and adherence to SBB Credit Policy Standards, Comply with SBB Credit Policy Standard procedures to insure excellence with Quality Control and Quality Assurance results Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio. Assists in special projects as assigned. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience in Finance, Accounting, Management, Economics, or equivalent field. (Req) master's degree in finance, Accounting, Management, Economics or equivalent field. (Pref) Work Experience: 5+ years in financial analysis, structuring, underwriting and portfolio management., or relevant experience (Req) Skills and Abilities: Confident, independent, commitment to quality work performed "first time right" Comfortable in customer contact situations including escalations and potential work-out/loan restructure environments Demonstrated practical and conceptual knowledge of credit and risk analysis Exhibits competency at independently reaching conclusions and forms clear view of credit structure and business risk to organization Solid understanding of industry nuances applicable to the credits contained within the group's portfolio Solid knowledge of loan and related legal documents Strong communication skills, and ability to influence others by persuasively presenting thoughts and ideas to gain commitment and agreement for proposed ideas and solutions Must demonstrate strong judgment and sound credit skills Knowledge of Federal banking regulations Location - Boston, MA - position is on-site Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston Organization: Santander Bank N.A. Salary: $97,500 - $160,000/year
02/08/2025
Full time
Sr. Associate, Underwriting & Portfolio Management, Boston, MA Boston, United States of America USA Job Family Description: Reviews, analyzes, and evaluates risks in order to renew existing business or generate new accounts. Determines appropriate terms and conditions for coverages and rates for program profitability. Contributes to the profitable growth of specific program(s) by maintaining pricing integrity, product excellence, and the development of meaningful performance metrics and controls. USA Job Function Description: Underwrites risk (i.e., selection/rejection of new and renewal business). Analyzes quality and quantity of risks underwritten and prepares reports accordingly. Administers and monitors underwriting rules and guidelines, rating manual rules, laws and regulations. May review books of business as well as profit/growth results and trends to recommend and implement action plans. Essential Functions/Responsibility Statements: Analyzes and make credit approve / decline / counteroffer decisions for small business loan applicants Manages and services a portfolio of existing loan relationships. Ensures financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations. Act as mentor and coach to our junior Underwriting & Portfolio Management team members in all areas related to underwriting and portfolio management including credit analysis and adherence to SBB Credit Policy Standards, Comply with SBB Credit Policy Standard procedures to insure excellence with Quality Control and Quality Assurance results Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio. Assists in special projects as assigned. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience in Finance, Accounting, Management, Economics, or equivalent field. (Req) master's degree in finance, Accounting, Management, Economics or equivalent field. (Pref) Work Experience: 5+ years in financial analysis, structuring, underwriting and portfolio management., or relevant experience (Req) Skills and Abilities: Confident, independent, commitment to quality work performed "first time right" Comfortable in customer contact situations including escalations and potential work-out/loan restructure environments Demonstrated practical and conceptual knowledge of credit and risk analysis Exhibits competency at independently reaching conclusions and forms clear view of credit structure and business risk to organization Solid understanding of industry nuances applicable to the credits contained within the group's portfolio Solid knowledge of loan and related legal documents Strong communication skills, and ability to influence others by persuasively presenting thoughts and ideas to gain commitment and agreement for proposed ideas and solutions Must demonstrate strong judgment and sound credit skills Knowledge of Federal banking regulations Location - Boston, MA - position is on-site Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston Organization: Santander Bank N.A. Salary: $97,500 - $160,000/year
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. Phoenix candidates must successfully prepare for and pass the Property & Casualty (P&C) state licensing exam and obtain license before their hire date. USAA provides all study materials for the licensing prep course and the state license exam fees for up to three attempts. For new hires starting in March we are offering a signing bonus of $2,000. Bonuses will be paid in two equal installments of $1,000 after 45 days of employment and after one year of employment. Our Insurance Customer Service Sales Representatives in our 1 Norterra Drive, Phoenix, AZ location will work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. Representatives interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines of insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Responsible for the respective trailing documents for all states. Identify, evaluate and understand member needs and consistently provide complete and accurate advice and solutions, including product and service information. Provide detailed issue diagnosis while minimizing transfers and call backs. Use available tools and resources to support members with some assistance. Effectively operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Ability to provide exceptional customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Successfully acquire Property & Casualty license before date of hire and successfully complete state registrations within 90 days of hire What sets you apart: 1 year of customer contact experience in a needs-based sales environment US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Training Schedule: Monday - Friday 8hr shift within the hours of 9:30AM and 6:00PM Local Time Work Schedule: USAA provides support to our members 7 days a week. After training, you will be assigned a 5-day work schedule which may includes weekend days. Hours of operation are 7AM to 8PM local time during the week, and up to 6:00PM on weekends. These roles include a shift differential of 15% for hours worked after 6:00PM and any hours worked on Saturday or Sunday. Work schedules are assigned based on business need to ensure adequate coverage for our members. Compensation range: The hiring range for this position is: $46,135 - $48,635 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
02/07/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. Phoenix candidates must successfully prepare for and pass the Property & Casualty (P&C) state licensing exam and obtain license before their hire date. USAA provides all study materials for the licensing prep course and the state license exam fees for up to three attempts. For new hires starting in March we are offering a signing bonus of $2,000. Bonuses will be paid in two equal installments of $1,000 after 45 days of employment and after one year of employment. Our Insurance Customer Service Sales Representatives in our 1 Norterra Drive, Phoenix, AZ location will work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. Representatives interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines of insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Responsible for the respective trailing documents for all states. Identify, evaluate and understand member needs and consistently provide complete and accurate advice and solutions, including product and service information. Provide detailed issue diagnosis while minimizing transfers and call backs. Use available tools and resources to support members with some assistance. Effectively operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Ability to provide exceptional customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Successfully acquire Property & Casualty license before date of hire and successfully complete state registrations within 90 days of hire What sets you apart: 1 year of customer contact experience in a needs-based sales environment US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Training Schedule: Monday - Friday 8hr shift within the hours of 9:30AM and 6:00PM Local Time Work Schedule: USAA provides support to our members 7 days a week. After training, you will be assigned a 5-day work schedule which may includes weekend days. Hours of operation are 7AM to 8PM local time during the week, and up to 6:00PM on weekends. These roles include a shift differential of 15% for hours worked after 6:00PM and any hours worked on Saturday or Sunday. Work schedules are assigned based on business need to ensure adequate coverage for our members. Compensation range: The hiring range for this position is: $46,135 - $48,635 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Zurich North America is looking for a Commercial Surety Underwriting Officer (Account Executive or AVP Level) to join our Commercial Surety team within on of the following locations: Virtual IL, Chicago, Cincinnati, or Kansas City. The Commercial Surety Underwriter is a uniquely technical role in the underwriting world. In this position you will be responsible for the overall account management, business development and analysis of a highly complex book of Commercial Surety Accounts. Our ideal candidate will have a can-do positive attitude, strong financial background including credit analysis, excellent communication and presentation skills, time management skills, and the ability to further develop and sharpen established negotiation skills. Underwriters will use the Zurich Way of Underwriting Framework within delegated authority levels on highly complex assignments ensuring a high-level service to customers. This is a great opportunity for an experienced Commercial Surety Underwriter to use their analytical skills, their entrepreneurial spirit, along with their ability to develop and maintain relationships with our North Central region Brokers and Customers to write profitable business. This role will be filled at either the Account Executive or AVP. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skillset relative to the qualifications listed for this position. Additional responsibilities will include: Proactively seek renewal and new account opportunities. Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity. Negotiate Terms & Conditions and close deals. Cross-Sell other lines of business to increase product density with the account. Update required systems with details of broker/client visits and account status within specified time frame. Calculate Target Price accurately by utilizing underwriting tools appropriately. Diagnose and develop recommendations to solve unique business unit and customer problems. Demonstrate specialized knowledge and expertise in products and industry. Administer and monitor underwriting rules and guidelines, insurance laws and regulations, and rating manuals. Work at the highest authority limits on assignments utilizing the highest degree of technical complexity and coordination. Account Executive Basic Qualifications: High School Diploma or Equivalent and 3 or more years of experience the Underwriting, Market Facing, Finance, Accounting, or Banking area OR High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting, Market Facing, Finance, Accounting, or Banking area OR Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND Knowledge of line/s of business and the legal and regulatory guidelines Knowledge of time restraints for quotes on new and renewal business Experience with Microsoft Office OR AVP Basic Qualifications: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting, Market Facing, Finance, Accounting, or Banking area OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years in the Underwriting, Market Facing, Finance, Accounting, or Banking area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Knowledge of time restraints for quotes on new and renewal business Experience working in a team environment Preferred Qualifications: Bachelor's Degree Surety knowledge/experience and knowledge of the legal and regulatory guidelines Understanding of structure of broker relationships Ability to analyze and understand complicated credit assessments, trends, and strategies Investigative skills (curiosity) to develop an understanding of business strategies, trends, complex contracts, assessment of long-term obligations and organizational character among other aspects of our customers Ability to coherently articulate these strategies and financial concepts formulating fact-based conclusions and recommendations Prior experience managing/growing profitable portfolio of customers Negotiation experience with brokers and large, international, and national organizations Strong verbal and written communication skills Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, Click here . Other rewards may include short term incentive bonuses and merit increases. Candidates with salary expectations outside of the range are encouraged to apply, and will be considered based on experience, skill, and education. The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled. The combined salary range for this position is $94,000.00 - $170,000.00. The proposed salary range for the Account Executive is $94,000.00 - $139,000.00 with short-term incentive bonus eligibility set at 10%. F or the AVP is $120,000.00 - $170,000.00, with short-term incentive bonus eligibility set at 15%. As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Chicago, AM - Cincinnati, AM - Illinois Virtual Office, AM - Kansas Virtual Office Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
02/05/2025
Full time
Zurich North America is looking for a Commercial Surety Underwriting Officer (Account Executive or AVP Level) to join our Commercial Surety team within on of the following locations: Virtual IL, Chicago, Cincinnati, or Kansas City. The Commercial Surety Underwriter is a uniquely technical role in the underwriting world. In this position you will be responsible for the overall account management, business development and analysis of a highly complex book of Commercial Surety Accounts. Our ideal candidate will have a can-do positive attitude, strong financial background including credit analysis, excellent communication and presentation skills, time management skills, and the ability to further develop and sharpen established negotiation skills. Underwriters will use the Zurich Way of Underwriting Framework within delegated authority levels on highly complex assignments ensuring a high-level service to customers. This is a great opportunity for an experienced Commercial Surety Underwriter to use their analytical skills, their entrepreneurial spirit, along with their ability to develop and maintain relationships with our North Central region Brokers and Customers to write profitable business. This role will be filled at either the Account Executive or AVP. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skillset relative to the qualifications listed for this position. Additional responsibilities will include: Proactively seek renewal and new account opportunities. Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity. Negotiate Terms & Conditions and close deals. Cross-Sell other lines of business to increase product density with the account. Update required systems with details of broker/client visits and account status within specified time frame. Calculate Target Price accurately by utilizing underwriting tools appropriately. Diagnose and develop recommendations to solve unique business unit and customer problems. Demonstrate specialized knowledge and expertise in products and industry. Administer and monitor underwriting rules and guidelines, insurance laws and regulations, and rating manuals. Work at the highest authority limits on assignments utilizing the highest degree of technical complexity and coordination. Account Executive Basic Qualifications: High School Diploma or Equivalent and 3 or more years of experience the Underwriting, Market Facing, Finance, Accounting, or Banking area OR High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting, Market Facing, Finance, Accounting, or Banking area OR Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND Knowledge of line/s of business and the legal and regulatory guidelines Knowledge of time restraints for quotes on new and renewal business Experience with Microsoft Office OR AVP Basic Qualifications: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting, Market Facing, Finance, Accounting, or Banking area OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years in the Underwriting, Market Facing, Finance, Accounting, or Banking area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Knowledge of time restraints for quotes on new and renewal business Experience working in a team environment Preferred Qualifications: Bachelor's Degree Surety knowledge/experience and knowledge of the legal and regulatory guidelines Understanding of structure of broker relationships Ability to analyze and understand complicated credit assessments, trends, and strategies Investigative skills (curiosity) to develop an understanding of business strategies, trends, complex contracts, assessment of long-term obligations and organizational character among other aspects of our customers Ability to coherently articulate these strategies and financial concepts formulating fact-based conclusions and recommendations Prior experience managing/growing profitable portfolio of customers Negotiation experience with brokers and large, international, and national organizations Strong verbal and written communication skills Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, Click here . Other rewards may include short term incentive bonuses and merit increases. Candidates with salary expectations outside of the range are encouraged to apply, and will be considered based on experience, skill, and education. The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled. The combined salary range for this position is $94,000.00 - $170,000.00. The proposed salary range for the Account Executive is $94,000.00 - $139,000.00 with short-term incentive bonus eligibility set at 10%. F or the AVP is $120,000.00 - $170,000.00, with short-term incentive bonus eligibility set at 15%. As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Chicago, AM - Cincinnati, AM - Illinois Virtual Office, AM - Kansas Virtual Office Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
DCI Donor Services New Mexico Donor Services (NMDS) is looking for a dynamic and enthusiastic team member to join us to save lives Our mission at NMDS is to save lives through organ and tissue donation, and we want professionals on our team that will embrace this important work The Materials & Recovery Assistant coordinates and collaborates in the ordering and inventory of necessary supplies, the overall cleaning, and decontamination of recovery instruments and equipment needed for daily operations. Must be able to safely handle human tissue for transplantation. Ensures that quality recovery and operation practices are employed, and that policies, procedures, and local protocols are adhered to. Extensive travels are required. COMPANY OVERVIEW AND MISSION New Mexico Donor Services is a designated organ procurement organization (OPO) within the state of New Mexico - and is a member of the DCI Donor Services family. For over four decades, DCI Donor Services has been a leader in working to end the transplant waiting list. Our unique approach to service allows for nationwide donation, transplantation, and distribution of organs and tissues while maintaining close ties to our local communities. DCI Donor Services operates three organ procurement/tissue recovery organizations: New Mexico Donor Services, Sierra Donor Services, and Tennessee Donor Services. We also maximize the gift of life through the DCI Donor Services Tissue Bank and Sierra Donor Services Eye Bank. Our performance is measured by the way we serve donor families and recipients. To be successful in this endeavor is our ultimate mission. By mobilizing the power of people and the potential of technology, we are honored to extend the reach of each donor's gift and share the importance of the gift of life. We are committed to diversity, equity, and inclusion. With the help of our employee-led strategy team, we will ensure that all communities feel welcome and safe with us because we are a model for fairness, belonging, and forward thinking. Below are some of the key accountabilities/qualifications this position will hold: Performs aseptic recovery of musculoskeletal tissue and skin tissue. Assists in general practices such as room setup and breakdown, culturing, labeling, rinsing, and packaging tissue and reconstruction of the donor. Coordinates tissue donation process, procurement, shipping, and storage of tissue, while maintaining a positive, professional relationship with hospital, funeral home, and medical examiner staff. Safely and responsibly recovers human tissue for transplant and/or research while providing special care to ensure presentation for funeral purposes. Assembles team, supplies, and supplies, and donor to recover facility. Assists in receiving/releasing and transporting donors while ensuring policies and procedures are adhered to. Assists in the ordering and inventory of necessary ocular, tissue, and organ recovery supplies to ensure operations can run smoothly. Maintains stockroom areas through organizing, cleaning, and performing par level assessments on a regular basis. Analyzes supply inventory and provides feedback to management if adjustments are needed. Assists in the overall cleaning, decontamination, assembly, processing, and dispensing of recovery instruments and equipment needed for daily operations. Coordinates with vendors for services and/or repairs needed for facility and/or equipment, the delivery of recovery instruments for sterilization, disposal of biohazard waste, and delivery/pickup of scrub services. Other responsibilities may include moving and lifting donors, drawing blood for infectious disease testing, and any other tasks deemed necessary by the Tissue Recovery Manager or Manager of Supplies, Equipment, and Logistics. Responsible for performing quality assurance inspection of all incoming orders, maintains logs according to policies and procedures, complies with safety regulations and maintains accurate records per protocols. Performs other duties as assigned. The ideal candidate will have: High School Diploma or Equivalent. Prior experience in a related Allied Health field (i.e., EMT, ORT, CST, SA, ST or Tissue Banking) Valid driver's license, as well as ability to pass all MVR (motor vehicle record) underwriting requirements. Working knowledge of computers and Microsoft Office applications to include Word, PowerPoint and Excel is required. We offer a competitive compensation package including: Up to 176 hours of PTO your first year Up to 72 hours of Sick Time your first year Two Medical Plans (your choice of a PPO or HDHP), Dental, and Vision Coverage 403(b) plan with matching contribution Company provided term life, AD&D, and long-term disability insurance Wellness Program Supplemental insurance benefits such as accident coverage and short-term disability Discounts on home/auto/renter/pet insurance Cell phone discounts through Verizon You will receive a confirmation e-mail upon successful submission of your application. The next step of the selection process will be to complete a video screening. Instructions to complete the video screening will be contained in the confirmation e-mail. Please note - you must complete the video screening within 48 hours from submission of your application to be considered for the position. DCIDS is an EOE/AA employer - M/F/Vet/Disability. PI30a69f26ee68-8511
02/05/2025
Full time
DCI Donor Services New Mexico Donor Services (NMDS) is looking for a dynamic and enthusiastic team member to join us to save lives Our mission at NMDS is to save lives through organ and tissue donation, and we want professionals on our team that will embrace this important work The Materials & Recovery Assistant coordinates and collaborates in the ordering and inventory of necessary supplies, the overall cleaning, and decontamination of recovery instruments and equipment needed for daily operations. Must be able to safely handle human tissue for transplantation. Ensures that quality recovery and operation practices are employed, and that policies, procedures, and local protocols are adhered to. Extensive travels are required. COMPANY OVERVIEW AND MISSION New Mexico Donor Services is a designated organ procurement organization (OPO) within the state of New Mexico - and is a member of the DCI Donor Services family. For over four decades, DCI Donor Services has been a leader in working to end the transplant waiting list. Our unique approach to service allows for nationwide donation, transplantation, and distribution of organs and tissues while maintaining close ties to our local communities. DCI Donor Services operates three organ procurement/tissue recovery organizations: New Mexico Donor Services, Sierra Donor Services, and Tennessee Donor Services. We also maximize the gift of life through the DCI Donor Services Tissue Bank and Sierra Donor Services Eye Bank. Our performance is measured by the way we serve donor families and recipients. To be successful in this endeavor is our ultimate mission. By mobilizing the power of people and the potential of technology, we are honored to extend the reach of each donor's gift and share the importance of the gift of life. We are committed to diversity, equity, and inclusion. With the help of our employee-led strategy team, we will ensure that all communities feel welcome and safe with us because we are a model for fairness, belonging, and forward thinking. Below are some of the key accountabilities/qualifications this position will hold: Performs aseptic recovery of musculoskeletal tissue and skin tissue. Assists in general practices such as room setup and breakdown, culturing, labeling, rinsing, and packaging tissue and reconstruction of the donor. Coordinates tissue donation process, procurement, shipping, and storage of tissue, while maintaining a positive, professional relationship with hospital, funeral home, and medical examiner staff. Safely and responsibly recovers human tissue for transplant and/or research while providing special care to ensure presentation for funeral purposes. Assembles team, supplies, and supplies, and donor to recover facility. Assists in receiving/releasing and transporting donors while ensuring policies and procedures are adhered to. Assists in the ordering and inventory of necessary ocular, tissue, and organ recovery supplies to ensure operations can run smoothly. Maintains stockroom areas through organizing, cleaning, and performing par level assessments on a regular basis. Analyzes supply inventory and provides feedback to management if adjustments are needed. Assists in the overall cleaning, decontamination, assembly, processing, and dispensing of recovery instruments and equipment needed for daily operations. Coordinates with vendors for services and/or repairs needed for facility and/or equipment, the delivery of recovery instruments for sterilization, disposal of biohazard waste, and delivery/pickup of scrub services. Other responsibilities may include moving and lifting donors, drawing blood for infectious disease testing, and any other tasks deemed necessary by the Tissue Recovery Manager or Manager of Supplies, Equipment, and Logistics. Responsible for performing quality assurance inspection of all incoming orders, maintains logs according to policies and procedures, complies with safety regulations and maintains accurate records per protocols. Performs other duties as assigned. The ideal candidate will have: High School Diploma or Equivalent. Prior experience in a related Allied Health field (i.e., EMT, ORT, CST, SA, ST or Tissue Banking) Valid driver's license, as well as ability to pass all MVR (motor vehicle record) underwriting requirements. Working knowledge of computers and Microsoft Office applications to include Word, PowerPoint and Excel is required. We offer a competitive compensation package including: Up to 176 hours of PTO your first year Up to 72 hours of Sick Time your first year Two Medical Plans (your choice of a PPO or HDHP), Dental, and Vision Coverage 403(b) plan with matching contribution Company provided term life, AD&D, and long-term disability insurance Wellness Program Supplemental insurance benefits such as accident coverage and short-term disability Discounts on home/auto/renter/pet insurance Cell phone discounts through Verizon You will receive a confirmation e-mail upon successful submission of your application. The next step of the selection process will be to complete a video screening. Instructions to complete the video screening will be contained in the confirmation e-mail. Please note - you must complete the video screening within 48 hours from submission of your application to be considered for the position. DCIDS is an EOE/AA employer - M/F/Vet/Disability. PI30a69f26ee68-8511
Zurich Insurance Company Ltd.
Los Angeles, California
Zurich Middle Markets has delivered double-digit growth over the last four consecutive years, and we strive to exceed that growth in the years ahead! We've been committed to assembling a team of dedicated Middle Market leaders and underwriters who understand this space very deeply and who grasp the unique challenges of the various industry segments and the individual customers we serve. We are looking to add to our Technology team in the West region and hire an experienced Technology Underwriter in Los Angeles. In this role, you will serve as a customer advocate with a focus on improving the customer experience by understanding their unique risks and offering the best end-to-end solution for their Middle Markets Technology insurance needs. What you can expect in a Technology Underwriting Position in Middle Markets at Zurich: You will develop and maintain relationships with brokers partners and customers across all industries in support of business objectives. You will leverage your Technology underwriting acumen across risk assessment, exposure evaluation and pricing to generate and maintain a profitable book of new and renewal business. You will work collaboratively across business units including but not limited to; claims, finance, risk engineering, actuary, and technical underwriting while gaining extensive knowledge in a growing and innovative industry. You will be empowered to use your technical underwriting, negotiation, and interpersonal skills to grow and develop relationships with preferred distribution partners in an assigned territory. This role will be filled at either the Senior or AVP level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. Senior Level Qualifications: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business Experience working in a team environment OR AVP Level Qualifications: High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND Experience with Microsoft Office Preferred Qualifications: Bachelors Degree Existing broker relationships in the region Prior Technology Underwriting experience Cyber and E&O experience Strong verbal and written communication skills Microsoft Office experience At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply, as they will be considered based on their experience, skills, and education. The salary indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The combined salary range for this position is $120,000.00 - $222,000.00. The proposed salary range for the Senior is $120,000.00 -$170,000.00, with short-term incentive bonus eligibility set at 15%. F or the AVP is $172,000.00 - $222,000.00, with short-term incentive bonus eligibility set at 20%. As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Los Angeles, AM - Irvine Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
02/04/2025
Full time
Zurich Middle Markets has delivered double-digit growth over the last four consecutive years, and we strive to exceed that growth in the years ahead! We've been committed to assembling a team of dedicated Middle Market leaders and underwriters who understand this space very deeply and who grasp the unique challenges of the various industry segments and the individual customers we serve. We are looking to add to our Technology team in the West region and hire an experienced Technology Underwriter in Los Angeles. In this role, you will serve as a customer advocate with a focus on improving the customer experience by understanding their unique risks and offering the best end-to-end solution for their Middle Markets Technology insurance needs. What you can expect in a Technology Underwriting Position in Middle Markets at Zurich: You will develop and maintain relationships with brokers partners and customers across all industries in support of business objectives. You will leverage your Technology underwriting acumen across risk assessment, exposure evaluation and pricing to generate and maintain a profitable book of new and renewal business. You will work collaboratively across business units including but not limited to; claims, finance, risk engineering, actuary, and technical underwriting while gaining extensive knowledge in a growing and innovative industry. You will be empowered to use your technical underwriting, negotiation, and interpersonal skills to grow and develop relationships with preferred distribution partners in an assigned territory. This role will be filled at either the Senior or AVP level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. Senior Level Qualifications: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business Experience working in a team environment OR AVP Level Qualifications: High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND Experience with Microsoft Office Preferred Qualifications: Bachelors Degree Existing broker relationships in the region Prior Technology Underwriting experience Cyber and E&O experience Strong verbal and written communication skills Microsoft Office experience At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply, as they will be considered based on their experience, skills, and education. The salary indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The combined salary range for this position is $120,000.00 - $222,000.00. The proposed salary range for the Senior is $120,000.00 -$170,000.00, with short-term incentive bonus eligibility set at 15%. F or the AVP is $172,000.00 - $222,000.00, with short-term incentive bonus eligibility set at 20%. As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Los Angeles, AM - Irvine Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
COMPANY SUMMARY: CFG Bank, based in Baltimore, Maryland, is a leading financial institution serving the national healthcare and multifamily markets and the Mid-Atlantic region. As the 6th largest bank in Baltimore by deposits and the largest locally based, we've grown from $1 billion to over $5 billion in assets by 2023. With over 30 years of expertise, we rank among the top five healthcare bridge-to-HUD lenders in the country. At CFG Bank, we redefine banking by blending big bank capabilities with personalized boutique service. Recognized as "Best Place to Work" by the Baltimore Business Journal for 2022, 2023, and 2024, our primary goal is making each team member feel choosing CFG Bank was their best career decision. Join us for professional growth and a positive work environment that sets CFG Bank apart. POSITION SUMMARY: CFG Bank is seeking a Commercial Credit Professional with a commercial real estate background to join our Commercial Bank Team in Baltimore, MD. At CFG, you will find a culture rooted in quality customer service and employee engagement, where team members are experts in their field and bring an entrepreneurial spirit to solution-based banking. This role involves evaluating and determining the credit risks of commercial clients through comprehensive analysis of financial statements, tax returns, industry and market assessments, sub-market evaluations, collateral valuations, cash flow analysis, and repayment capacity for annual debt service. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Review relevant credit and financial information, including financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit data, industry research, and peer benchmarks. • Analyze financial statements or tax returns and create financial models to evaluate various scenarios affecting proposed transactions. • Assist in preparing comprehensive credit analyses and annual reviews, including evaluations of real estate projects, market data, and financial statements for commercial borrowers and guarantors. This includes reviewing and summarizing leases, rent rolls, appraisals, construction budgets, proformas, environmental reports, property condition reports, and other relevant documentation. Financial analysis may include borrower and individual tax returns, global real estate schedules, financial trends, and debt repayment capacity. Provide risk ratings with clear, well-supported rationales and summarize risks and mitigants in written reports. • Present analysis and address questions during credit discussions or committee meetings as needed. • Contribute to loan structuring by recommending terms, conditions, controls, collateral, and guarantors, when appropriate. • Ensure compliance with the Commercial Credit Policy by verifying adherence and documenting any exceptions. • Stay informed on accounting pronouncements and other financial analysis-related topics. • Follow all applicable compliance and operational risk controls as required by company policies and regulatory standards. • Foster an inclusive and supportive environment that reflects CFG Bank's commitment to diversity and its brand values. • Uphold internal control standards by promptly addressing audit points and issues raised by internal or external regulators. • Complete additional duties as assigned and participate in Loan Analysis Department projects as needed. QUALIFICATIONS AND REQUIREMENTS: • Bachelor's degree in Accounting, Finance, Real Estate, or a related field; MBA is a plus. • At least 4 years of experience in credit underwriting, specialty underwriting, or a financial analysis role. • Strong understanding of the financial regulatory environment related to commercial credit transactions. • Critical thinking and analytical skills with the ability to draw logical conclusions from available information. • Proficiency in Microsoft Office, particularly Excel and Word, with strong skills in financial modeling preferred. PREFERRED EXPERIENCE AND SKILLS: • Significant experience underwriting commercial real estate transactions. • Demonstrates expertise when collaborating with peers, relationship managers, and senior leaders across the Bank. • Strong critical thinking and analytical abilities to evaluate complex information and reach sound conclusions. • Professional communication skills, with the ability to effectively interact with clients and external parties, including discussing complex or sensitive topics. • Maintains up-to-date knowledge of industry trends, accounting principles, financial practices, and relevant borrower types. • Skilled in creating clear, concise, and persuasive verbal and written analyses. WORK ENVIRONMENT: We offer a hybrid schedule, with 3 days in-office and 2 days remote after the initial 90-day period. COMPENSATION DISCLOSURE: In accordance with Maryland's Equal Pay for Equal Work Act, we are committed to providing transparent wage information for all posted job opportunities. The wage range for this position is $80,000 to $120,000 annually, plus performance based bonus. Compensation is determined based on factors such as Experience, Qualifications, and Internal equity. BENEFITS AND ADDITIONAL COMPENSATION: Additionally, this position includes a comprehensive benefits package and other forms of compensation, including: • Employer-provided health benefits: medical insurance, dental & vision insurance, disability insurance, life insurance, mental health support services, wellness program & free health club membership (for Baltimore-based employees) • Paid time off: vacation days, sick leave, volunteer days • Retirement plan: 401(k) with employer match • Other compensation elements: Discretionary annual bonus and overtime pay for non-exempt positions EOE STATEMENT: CFG Bank is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other legally protected characteristic. We are committed to ensuring a diverse and inclusive workplace, and all employment decisions are based on merit, qualifications, and business needs. If you require accommodations during the application process, please contact Human Resources. Compensation details: 00 Yearly Salary PI273e5eb0be68-2309
02/04/2025
Full time
COMPANY SUMMARY: CFG Bank, based in Baltimore, Maryland, is a leading financial institution serving the national healthcare and multifamily markets and the Mid-Atlantic region. As the 6th largest bank in Baltimore by deposits and the largest locally based, we've grown from $1 billion to over $5 billion in assets by 2023. With over 30 years of expertise, we rank among the top five healthcare bridge-to-HUD lenders in the country. At CFG Bank, we redefine banking by blending big bank capabilities with personalized boutique service. Recognized as "Best Place to Work" by the Baltimore Business Journal for 2022, 2023, and 2024, our primary goal is making each team member feel choosing CFG Bank was their best career decision. Join us for professional growth and a positive work environment that sets CFG Bank apart. POSITION SUMMARY: CFG Bank is seeking a Commercial Credit Professional with a commercial real estate background to join our Commercial Bank Team in Baltimore, MD. At CFG, you will find a culture rooted in quality customer service and employee engagement, where team members are experts in their field and bring an entrepreneurial spirit to solution-based banking. This role involves evaluating and determining the credit risks of commercial clients through comprehensive analysis of financial statements, tax returns, industry and market assessments, sub-market evaluations, collateral valuations, cash flow analysis, and repayment capacity for annual debt service. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Review relevant credit and financial information, including financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit data, industry research, and peer benchmarks. • Analyze financial statements or tax returns and create financial models to evaluate various scenarios affecting proposed transactions. • Assist in preparing comprehensive credit analyses and annual reviews, including evaluations of real estate projects, market data, and financial statements for commercial borrowers and guarantors. This includes reviewing and summarizing leases, rent rolls, appraisals, construction budgets, proformas, environmental reports, property condition reports, and other relevant documentation. Financial analysis may include borrower and individual tax returns, global real estate schedules, financial trends, and debt repayment capacity. Provide risk ratings with clear, well-supported rationales and summarize risks and mitigants in written reports. • Present analysis and address questions during credit discussions or committee meetings as needed. • Contribute to loan structuring by recommending terms, conditions, controls, collateral, and guarantors, when appropriate. • Ensure compliance with the Commercial Credit Policy by verifying adherence and documenting any exceptions. • Stay informed on accounting pronouncements and other financial analysis-related topics. • Follow all applicable compliance and operational risk controls as required by company policies and regulatory standards. • Foster an inclusive and supportive environment that reflects CFG Bank's commitment to diversity and its brand values. • Uphold internal control standards by promptly addressing audit points and issues raised by internal or external regulators. • Complete additional duties as assigned and participate in Loan Analysis Department projects as needed. QUALIFICATIONS AND REQUIREMENTS: • Bachelor's degree in Accounting, Finance, Real Estate, or a related field; MBA is a plus. • At least 4 years of experience in credit underwriting, specialty underwriting, or a financial analysis role. • Strong understanding of the financial regulatory environment related to commercial credit transactions. • Critical thinking and analytical skills with the ability to draw logical conclusions from available information. • Proficiency in Microsoft Office, particularly Excel and Word, with strong skills in financial modeling preferred. PREFERRED EXPERIENCE AND SKILLS: • Significant experience underwriting commercial real estate transactions. • Demonstrates expertise when collaborating with peers, relationship managers, and senior leaders across the Bank. • Strong critical thinking and analytical abilities to evaluate complex information and reach sound conclusions. • Professional communication skills, with the ability to effectively interact with clients and external parties, including discussing complex or sensitive topics. • Maintains up-to-date knowledge of industry trends, accounting principles, financial practices, and relevant borrower types. • Skilled in creating clear, concise, and persuasive verbal and written analyses. WORK ENVIRONMENT: We offer a hybrid schedule, with 3 days in-office and 2 days remote after the initial 90-day period. COMPENSATION DISCLOSURE: In accordance with Maryland's Equal Pay for Equal Work Act, we are committed to providing transparent wage information for all posted job opportunities. The wage range for this position is $80,000 to $120,000 annually, plus performance based bonus. Compensation is determined based on factors such as Experience, Qualifications, and Internal equity. BENEFITS AND ADDITIONAL COMPENSATION: Additionally, this position includes a comprehensive benefits package and other forms of compensation, including: • Employer-provided health benefits: medical insurance, dental & vision insurance, disability insurance, life insurance, mental health support services, wellness program & free health club membership (for Baltimore-based employees) • Paid time off: vacation days, sick leave, volunteer days • Retirement plan: 401(k) with employer match • Other compensation elements: Discretionary annual bonus and overtime pay for non-exempt positions EOE STATEMENT: CFG Bank is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other legally protected characteristic. We are committed to ensuring a diverse and inclusive workplace, and all employment decisions are based on merit, qualifications, and business needs. If you require accommodations during the application process, please contact Human Resources. Compensation details: 00 Yearly Salary PI273e5eb0be68-2309
POSITION SUMMARY: As a key member of our commercial banking team at CFG Bank, you will play a pivotal role in supporting relationship managers by facilitating the underwriting and monitoring of existing and proposed credits, including critical tasks such as line renewals, maturing loan assessments, and term loan reviews. Your responsibilities will extend to managing the status of existing loans, ensuring timely actions are taken on maturing or past due loans, and providing valuable assistance during loan closings. Additionally, you'll have the opportunity to contribute to special projects under the guidance of department managers, fostering both professional growth and operational excellence within our dynamic banking environment. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Prepare Loan Summary/Top Sheet, liaising with various stakeholders including Relationship Managers, Department Manager, and Credit Department for new loan requests and renewals, ensuring accuracy and timeliness. • Manage maturing loans, preparing extension requests promptly and conducting credit analyses accurately to facilitate timely decision-making. • Coordinate annual term loan reviews, collaborating closely with the Credit Department to ensure timely and precise assessments. • Participate in the loan approval process as required, contributing insights and expertise to enhance decision quality. • Maintain updated loan files with relevant financial information and memos, facilitating comprehensive and satisfactory loan reviews. • Prepare responses to internal audits and loan reviews, ensuring compliance with regulatory standards and internal policies. • Assist in managing Criticized Asset Reports promptly and accurately, supporting effective risk management practices. • Ensure proper risk rating of loans and complete necessary documentation for risk rating adjustments. • Coordinate covenant compliance matters, securing approvals for waivers or issuing covenant default letters as needed. • Conduct thorough reviews of third-party reports such as appraisals, environmental assessments, and property condition reports. • Support Loan Administrator in managing past due loans and collection of tickler items. • Accompany bank staff on sales calls when appropriate, fostering client relationships and promoting business development initiatives. • Contribute to ongoing staff training efforts, sharing expertise and insights to enhance team capabilities and performance. QUALIFICATIONS AND REQUIREMENTS: • Bachelor's degree in Accounting, Finance, or Economics preferred; advanced degree advantageous. • Five or more years of credit analysis and/or commercial lending experience in banking or equivalent business-related experience. • Proficiency in basic software applications such as Microsoft Word and Excel. • Strong oral and written communication skills essential. • Demonstrated customer service skills. • Proactive mindset with the ability to work independently and collaboratively within a team environment. • WORK ENVIRONMENT: We offer a hybrid schedule, with 3 days inoffice and 2 days remote after the initial 90-day period. COMPENSATION DISCLOSURE: In accordance with Maryland's Equal Pay for Equal Work Act, we are committed to providing transparent wage information for all posted job opportunities. The wage range for this position is $90,000-$110,000. Compensation is determined based on factors such as Experience, Qualifications, and Internal equity. BENEFITS AND ADDITIONAL COMPENSATION: Additionally, this position includes a comprehensive benefits package and other forms of compensation, including: • Employer-provided health benefits: medical insurance, dental & vision insurance, disability insurance, life insurance, mental health support services, wellness program & free health club membership (for Baltimore-based employees) • Paid time off: vacation days, sick leave, volunteer days • Retirement plan: 401(k) with employer match • Other compensation elements: Discretionary annual bonus and overtime pay for non-exempt positions EOE STATEMENT: CFG Bank is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other legally protected characteristic. We are committed to ensuring a diverse and inclusive workplace, and all employment decisions are based on merit, qualifications, and business needs. If you require accommodations during the application process, please contact Human Resources. Compensation details: 00 Yearly Salary PIf5db9d7349b4-7144
02/04/2025
Full time
POSITION SUMMARY: As a key member of our commercial banking team at CFG Bank, you will play a pivotal role in supporting relationship managers by facilitating the underwriting and monitoring of existing and proposed credits, including critical tasks such as line renewals, maturing loan assessments, and term loan reviews. Your responsibilities will extend to managing the status of existing loans, ensuring timely actions are taken on maturing or past due loans, and providing valuable assistance during loan closings. Additionally, you'll have the opportunity to contribute to special projects under the guidance of department managers, fostering both professional growth and operational excellence within our dynamic banking environment. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Prepare Loan Summary/Top Sheet, liaising with various stakeholders including Relationship Managers, Department Manager, and Credit Department for new loan requests and renewals, ensuring accuracy and timeliness. • Manage maturing loans, preparing extension requests promptly and conducting credit analyses accurately to facilitate timely decision-making. • Coordinate annual term loan reviews, collaborating closely with the Credit Department to ensure timely and precise assessments. • Participate in the loan approval process as required, contributing insights and expertise to enhance decision quality. • Maintain updated loan files with relevant financial information and memos, facilitating comprehensive and satisfactory loan reviews. • Prepare responses to internal audits and loan reviews, ensuring compliance with regulatory standards and internal policies. • Assist in managing Criticized Asset Reports promptly and accurately, supporting effective risk management practices. • Ensure proper risk rating of loans and complete necessary documentation for risk rating adjustments. • Coordinate covenant compliance matters, securing approvals for waivers or issuing covenant default letters as needed. • Conduct thorough reviews of third-party reports such as appraisals, environmental assessments, and property condition reports. • Support Loan Administrator in managing past due loans and collection of tickler items. • Accompany bank staff on sales calls when appropriate, fostering client relationships and promoting business development initiatives. • Contribute to ongoing staff training efforts, sharing expertise and insights to enhance team capabilities and performance. QUALIFICATIONS AND REQUIREMENTS: • Bachelor's degree in Accounting, Finance, or Economics preferred; advanced degree advantageous. • Five or more years of credit analysis and/or commercial lending experience in banking or equivalent business-related experience. • Proficiency in basic software applications such as Microsoft Word and Excel. • Strong oral and written communication skills essential. • Demonstrated customer service skills. • Proactive mindset with the ability to work independently and collaboratively within a team environment. • WORK ENVIRONMENT: We offer a hybrid schedule, with 3 days inoffice and 2 days remote after the initial 90-day period. COMPENSATION DISCLOSURE: In accordance with Maryland's Equal Pay for Equal Work Act, we are committed to providing transparent wage information for all posted job opportunities. The wage range for this position is $90,000-$110,000. Compensation is determined based on factors such as Experience, Qualifications, and Internal equity. BENEFITS AND ADDITIONAL COMPENSATION: Additionally, this position includes a comprehensive benefits package and other forms of compensation, including: • Employer-provided health benefits: medical insurance, dental & vision insurance, disability insurance, life insurance, mental health support services, wellness program & free health club membership (for Baltimore-based employees) • Paid time off: vacation days, sick leave, volunteer days • Retirement plan: 401(k) with employer match • Other compensation elements: Discretionary annual bonus and overtime pay for non-exempt positions EOE STATEMENT: CFG Bank is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other legally protected characteristic. We are committed to ensuring a diverse and inclusive workplace, and all employment decisions are based on merit, qualifications, and business needs. If you require accommodations during the application process, please contact Human Resources. Compensation details: 00 Yearly Salary PIf5db9d7349b4-7144
Banking Center Manager DEPARTMENT: Retail Department REPORTS TO: Director of Retail Sales SUPERVISES: Retail Staff at Respective Location FLSA: Exempt STATUS: Full Time EEO Classification: 1.2 First/Mid-Level Officers and Managers JOB GRADE: 5 HOURS: Regular full-time 40 hours. Saturday rotation required. SUMMARY: The Banking Center Manager is a Business Development and Management position responsible for building long-term relationships with existing and new customers and responsible for the day-to-day retail operations of the banking center. Coordinates and manages retail operation functions in accordance with established systems and procedures, as well as establishing and overseeing new initiatives. Develops, mentors, motivates, coaches, and evaluates the retail staff to maximize their potential. Oversees the supervision of retail staff for the bank. Partners with the Senior Relationship Banker (SRB) and/or Relationship Banker Lead on the day-to-day operations of the banking center. Partners with the Relationship Banker Coordinator in directing the training needs of the retail staff. Partners with Director of Retail Sales and the Marketing Officer on product development, product promotion, mystery shopping, and refining of customer service skills and expectations for retail staff. Liaison between retail and loan operations. Consistently monitors and evaluates policies and procedures of retail operations for necessary updates and revisions. Must be capable of performing all responsibilities of retail and consumer lending. Responsible for the development of new retail and consumer lending relationships & maintaining existing relationships. Maintains the highest level of customer service & demonstrates the company's core values in all actions. EDUCATION & EXPERIENCE: Required: High School Graduate or the equivalent with post-secondary education (i.e. college courses or business school courses, AIB courses) or demonstrated equivalent in work experience. Desired: Associates degree in Business related field or Retail Banking School, or AIB Graduate School of Banking. Attend and complete Field & Main University courses. Minimum of five (5) years supervisory experience. Demonstrates ability to create processes & procedures and to lead a project and communicate results as well as carry out new policies and procedures. Superior knowledge of computer systems and changing technology. Demonstrates capability of producing and increasing a consumer loan portfolio. Minimum of 5 years experience in the Relationship Banker I, II, and III functions with a thorough knowledge of all Senior Relationship Banker functions. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. ESSENTIAL DUTIES & RESPONSIBILITIES: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Promotes excellent customer service, by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to always assist others. Knowledgeable in various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E. Responsible for regular training of retail staff on regulations as relates to staff roles and responsibilities. Resolves operational problems. Develops, recommends, and implements operational procedures and system utilization that supports Field & Main's long-term strategic objectives and vision. Leads in the implementation of retail system changes to support new products and procedures and recommends changes to more efficiently and effectively support services offered. Ability to use sound judgment & make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss or fraud. Promotes and enhances Field & Main's culture and fosters the development and implementation of organizational vision, policies, and guidelines with retail staff. Carries out the financial institution's client retention strategies by proactively & efficiently utilizing relationship pricing. Lives and represents the Field & Main culture and brand. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties as assigned. Retail Assigns tasks and explains policies and procedures of the bank to the retail team. Ensures that the bank's policies and procedures are followed, and that staff is aware of proper operating procedures. Recommends hiring, discipline, promotion, transfer and termination of staff, as necessary. Maintains reports documenting teller outages, balances, and timecards. Conducts regular staff meetings to review problems, policies, procedures, and updates of retail activities within the bank. Ensures that the new account goal is met and/or exceeded. Processes teller work, when necessary. Provides a complete range of customer service, including opening new accounts, explaining available bank products and services, and gather customer information to process new and existing accounts. Lending Solicits consumer and mortgage loans. Informs prospective loan clients of the bank's underwriting guidelines and applicable government regulations. Interviews consumer and mortgage loan applicants. Completes each loan application and all pre-processing functions in a timely manner to permit the good faith estimate/adverse action to be mailed within the requested period. Communicates approvals or denials to the borrower. Produces and grows a consumer and mortgage lending portfolio. Business Development Promotes favorable image of the bank in business activities within the community, by participating in community activities and serve on civic boards and/or committees. Ensures that the referrals for relationship contacts to various departments are met and/or exceeded. Refers a set number of relationship contacts to various departments. Participates in the business development initiative by making joint calls to retention and business development calls on existing and potential new clients. Leeds team on top 1000 deposit customers cross selling efforts. Meets with and assists potential and existing customers and handles the details to establish new accounts, prepare loan documents, and other paperwork. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs. This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 12/31/2023 TV EOE/ Minorities/Women/Vets/Disabled PIfa8fd794c40a-0260
02/04/2025
Full time
Banking Center Manager DEPARTMENT: Retail Department REPORTS TO: Director of Retail Sales SUPERVISES: Retail Staff at Respective Location FLSA: Exempt STATUS: Full Time EEO Classification: 1.2 First/Mid-Level Officers and Managers JOB GRADE: 5 HOURS: Regular full-time 40 hours. Saturday rotation required. SUMMARY: The Banking Center Manager is a Business Development and Management position responsible for building long-term relationships with existing and new customers and responsible for the day-to-day retail operations of the banking center. Coordinates and manages retail operation functions in accordance with established systems and procedures, as well as establishing and overseeing new initiatives. Develops, mentors, motivates, coaches, and evaluates the retail staff to maximize their potential. Oversees the supervision of retail staff for the bank. Partners with the Senior Relationship Banker (SRB) and/or Relationship Banker Lead on the day-to-day operations of the banking center. Partners with the Relationship Banker Coordinator in directing the training needs of the retail staff. Partners with Director of Retail Sales and the Marketing Officer on product development, product promotion, mystery shopping, and refining of customer service skills and expectations for retail staff. Liaison between retail and loan operations. Consistently monitors and evaluates policies and procedures of retail operations for necessary updates and revisions. Must be capable of performing all responsibilities of retail and consumer lending. Responsible for the development of new retail and consumer lending relationships & maintaining existing relationships. Maintains the highest level of customer service & demonstrates the company's core values in all actions. EDUCATION & EXPERIENCE: Required: High School Graduate or the equivalent with post-secondary education (i.e. college courses or business school courses, AIB courses) or demonstrated equivalent in work experience. Desired: Associates degree in Business related field or Retail Banking School, or AIB Graduate School of Banking. Attend and complete Field & Main University courses. Minimum of five (5) years supervisory experience. Demonstrates ability to create processes & procedures and to lead a project and communicate results as well as carry out new policies and procedures. Superior knowledge of computer systems and changing technology. Demonstrates capability of producing and increasing a consumer loan portfolio. Minimum of 5 years experience in the Relationship Banker I, II, and III functions with a thorough knowledge of all Senior Relationship Banker functions. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. ESSENTIAL DUTIES & RESPONSIBILITIES: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Promotes excellent customer service, by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to always assist others. Knowledgeable in various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E. Responsible for regular training of retail staff on regulations as relates to staff roles and responsibilities. Resolves operational problems. Develops, recommends, and implements operational procedures and system utilization that supports Field & Main's long-term strategic objectives and vision. Leads in the implementation of retail system changes to support new products and procedures and recommends changes to more efficiently and effectively support services offered. Ability to use sound judgment & make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss or fraud. Promotes and enhances Field & Main's culture and fosters the development and implementation of organizational vision, policies, and guidelines with retail staff. Carries out the financial institution's client retention strategies by proactively & efficiently utilizing relationship pricing. Lives and represents the Field & Main culture and brand. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties as assigned. Retail Assigns tasks and explains policies and procedures of the bank to the retail team. Ensures that the bank's policies and procedures are followed, and that staff is aware of proper operating procedures. Recommends hiring, discipline, promotion, transfer and termination of staff, as necessary. Maintains reports documenting teller outages, balances, and timecards. Conducts regular staff meetings to review problems, policies, procedures, and updates of retail activities within the bank. Ensures that the new account goal is met and/or exceeded. Processes teller work, when necessary. Provides a complete range of customer service, including opening new accounts, explaining available bank products and services, and gather customer information to process new and existing accounts. Lending Solicits consumer and mortgage loans. Informs prospective loan clients of the bank's underwriting guidelines and applicable government regulations. Interviews consumer and mortgage loan applicants. Completes each loan application and all pre-processing functions in a timely manner to permit the good faith estimate/adverse action to be mailed within the requested period. Communicates approvals or denials to the borrower. Produces and grows a consumer and mortgage lending portfolio. Business Development Promotes favorable image of the bank in business activities within the community, by participating in community activities and serve on civic boards and/or committees. Ensures that the referrals for relationship contacts to various departments are met and/or exceeded. Refers a set number of relationship contacts to various departments. Participates in the business development initiative by making joint calls to retention and business development calls on existing and potential new clients. Leeds team on top 1000 deposit customers cross selling efforts. Meets with and assists potential and existing customers and handles the details to establish new accounts, prepare loan documents, and other paperwork. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs. This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 12/31/2023 TV EOE/ Minorities/Women/Vets/Disabled PIfa8fd794c40a-0260
Description: This opportunity is open to all employee-owners with minimum one year of service with M+S at our upstate locations: Glens Falls, NY, Hoosick Falls, NY, Leeds, NY, Queensbury, NY, Saratoga Springs, NY, Tannersville, NY, Troy, NY, and Warrensburg, NY. We are hiring in our P+C Upstate Division for a Claims Client Service Specialist! Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with Account Management team to provide service and support to our clients. • Provide excellent service to our clients by promptly responding to their inquiries and addressing their individual needs for the products and services our agency provides. • Review policy coverage and identify areas that need enhancement and upgrading and coordinate with Account Manager. • Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent. • Secure applications from Sales Executives and Account Managers, and/or clients for all coverages, including price quotations and comparisons for the companies we represent. • Manage all account transactions (including but not limited to) endorsements, binders, certificates, cancellations, ID cards and correspondence. Review policies for accuracy and completeness and update system in accordance with workflow procedures. • Review all cancellation requests from clients and determine action to be taken. If there is a chance to regain the business, contact AM and SE and assist in regaining account. • Timely follow up on company and client suspense and diaries. • Treat every service contact as an opportunity for account rounding, upgrading current coverage and to obtain referrals. • Seek referrals from client base for new prospects and follow up to generate new business. • Keep abreast of changes within the insurance industry as well as maintain a file on pertinent information received from insurance companies. • Communicate with clients on a regular basis to thank them for their business. • Communicate with Supervisor/Manager any issues to ensure excellent customer service. • Process transactions carefully paying attention to detail in a timely manner. • Process claims as applicable including follow up on outstanding claims and aid with resolution as necessary. • Perform financial duties as directed by management. • Document in system all conversations with clients and carriers pertaining to coverages and exposures. • Maintain professional accreditation necessary to meet agency standards. • Participate in continuing education programs when available. • Build and maintain favorable and professional work relationship with other staff members. • Adhere to established employee manual policies and guidelines. • Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims. • Promptly report all possible E&O claims and potential E&O claims. • Maintain confidentiality in all aspects of client, staff, and agency information. • Perform other duties and projects as assigned. Requirements: • College degree preferred, high school diploma or equivalent required. • Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills. • Experience and knowledge of Microsoft Office programs. • Experience with Vertafore a plus. • Proven ability to exceed expectations. • Appropriate state insurance licenses and continuing education required . • Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner. • Demonstrated ability to communicate effectively. • High level of organizational ability with attention to detail. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Salary Range is $47,500 - $52,500. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. PI5348ddf5-
02/03/2025
Full time
Description: This opportunity is open to all employee-owners with minimum one year of service with M+S at our upstate locations: Glens Falls, NY, Hoosick Falls, NY, Leeds, NY, Queensbury, NY, Saratoga Springs, NY, Tannersville, NY, Troy, NY, and Warrensburg, NY. We are hiring in our P+C Upstate Division for a Claims Client Service Specialist! Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with Account Management team to provide service and support to our clients. • Provide excellent service to our clients by promptly responding to their inquiries and addressing their individual needs for the products and services our agency provides. • Review policy coverage and identify areas that need enhancement and upgrading and coordinate with Account Manager. • Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent. • Secure applications from Sales Executives and Account Managers, and/or clients for all coverages, including price quotations and comparisons for the companies we represent. • Manage all account transactions (including but not limited to) endorsements, binders, certificates, cancellations, ID cards and correspondence. Review policies for accuracy and completeness and update system in accordance with workflow procedures. • Review all cancellation requests from clients and determine action to be taken. If there is a chance to regain the business, contact AM and SE and assist in regaining account. • Timely follow up on company and client suspense and diaries. • Treat every service contact as an opportunity for account rounding, upgrading current coverage and to obtain referrals. • Seek referrals from client base for new prospects and follow up to generate new business. • Keep abreast of changes within the insurance industry as well as maintain a file on pertinent information received from insurance companies. • Communicate with clients on a regular basis to thank them for their business. • Communicate with Supervisor/Manager any issues to ensure excellent customer service. • Process transactions carefully paying attention to detail in a timely manner. • Process claims as applicable including follow up on outstanding claims and aid with resolution as necessary. • Perform financial duties as directed by management. • Document in system all conversations with clients and carriers pertaining to coverages and exposures. • Maintain professional accreditation necessary to meet agency standards. • Participate in continuing education programs when available. • Build and maintain favorable and professional work relationship with other staff members. • Adhere to established employee manual policies and guidelines. • Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims. • Promptly report all possible E&O claims and potential E&O claims. • Maintain confidentiality in all aspects of client, staff, and agency information. • Perform other duties and projects as assigned. Requirements: • College degree preferred, high school diploma or equivalent required. • Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills. • Experience and knowledge of Microsoft Office programs. • Experience with Vertafore a plus. • Proven ability to exceed expectations. • Appropriate state insurance licenses and continuing education required . • Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner. • Demonstrated ability to communicate effectively. • High level of organizational ability with attention to detail. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Salary Range is $47,500 - $52,500. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. PI5348ddf5-
Description: This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with the Account Management team to provide service and support to our clients. • Provide excellent service to our clients by promptly responding to their inquiries and addressing their individual needs for the products and services our agency provides. • Review policy coverage and identify areas that need enhancement and upgrading and coordinate with Account Manager. • Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent. • Secure applications from Sales Executives and Account Managers, and/or clients for all coverages, including price quotations and comparisons for the companies we represent. • Manage all account transactions (including but not limited to) endorsements, binders, certificates, cancellations, ID cards and correspondence. Review policies for accuracy and completeness and update system in accordance with workflow procedures. • Review all cancellation requests from clients and determine action to be taken. If there is a chance to regain the business, contact AM and SE and assist in regaining account. • Timely follow up on company and client suspense and diaries. • Treat every service contact as an opportunity for account rounding, upgrading current coverage and to obtain referrals. • Seek referrals from client base for new prospects and follow up to generate new business. • Keep abreast of changes within the insurance industry as well as maintain a file on pertinent information received from insurance companies. • Communicate with clients on a regular basis to thank them for their business. • Communicate with Supervisor/Manager any issues to ensure excellent customer service. • Process transactions carefully paying attention to detail in a timely manner. • Process claims as applicable including follow up on outstanding claims and aid with resolution as necessary. • Perform financial duties as directed by management. • Document in system all conversations with clients and carriers pertaining to coverages and exposures. • Maintain professional accreditation necessary to meet agency standards. • Participate in continuing education programs when available. • Build and maintain favorable and professional work relationship with other staff members. • Adhere to established employee manual policies and guidel ines. • Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims. • Promptly report all possible E&O claims and potential E&O claims. • Maintain confidentiality in all aspects of client, staff, and agency information. • Perform other duties and projects as assigned. Requirements: • College degree preferred, high school diploma or equivalent required. • Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills. • Experience and knowledge of Microsoft Office programs. • Experience with Vertafore a plus. • Proven ability to exceed expectations. • Appropriate state insurance licenses and continuing education required. • Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner. • Demonstrated ability to communicate effectively. • High level of organizational ability with attention to detail. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Salary Range is $47,500 - $52,500. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. PIa5ff06d8efe2-4551
02/03/2025
Full time
Description: This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with the Account Management team to provide service and support to our clients. • Provide excellent service to our clients by promptly responding to their inquiries and addressing their individual needs for the products and services our agency provides. • Review policy coverage and identify areas that need enhancement and upgrading and coordinate with Account Manager. • Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent. • Secure applications from Sales Executives and Account Managers, and/or clients for all coverages, including price quotations and comparisons for the companies we represent. • Manage all account transactions (including but not limited to) endorsements, binders, certificates, cancellations, ID cards and correspondence. Review policies for accuracy and completeness and update system in accordance with workflow procedures. • Review all cancellation requests from clients and determine action to be taken. If there is a chance to regain the business, contact AM and SE and assist in regaining account. • Timely follow up on company and client suspense and diaries. • Treat every service contact as an opportunity for account rounding, upgrading current coverage and to obtain referrals. • Seek referrals from client base for new prospects and follow up to generate new business. • Keep abreast of changes within the insurance industry as well as maintain a file on pertinent information received from insurance companies. • Communicate with clients on a regular basis to thank them for their business. • Communicate with Supervisor/Manager any issues to ensure excellent customer service. • Process transactions carefully paying attention to detail in a timely manner. • Process claims as applicable including follow up on outstanding claims and aid with resolution as necessary. • Perform financial duties as directed by management. • Document in system all conversations with clients and carriers pertaining to coverages and exposures. • Maintain professional accreditation necessary to meet agency standards. • Participate in continuing education programs when available. • Build and maintain favorable and professional work relationship with other staff members. • Adhere to established employee manual policies and guidel ines. • Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims. • Promptly report all possible E&O claims and potential E&O claims. • Maintain confidentiality in all aspects of client, staff, and agency information. • Perform other duties and projects as assigned. Requirements: • College degree preferred, high school diploma or equivalent required. • Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills. • Experience and knowledge of Microsoft Office programs. • Experience with Vertafore a plus. • Proven ability to exceed expectations. • Appropriate state insurance licenses and continuing education required. • Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner. • Demonstrated ability to communicate effectively. • High level of organizational ability with attention to detail. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Salary Range is $47,500 - $52,500. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. PIa5ff06d8efe2-4551
Pacific Coast Regional Small Business Development
Los Angeles, California
Title: Financial Advisor EOE Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. About the Organization: The primary mission of PCR Business Finance is the promotion of community economic development, through the delivery of financial, educational and advisory services to underserved small business persons and communities. Category: Small Business Development Corp (SBDC) Description: PCR Business Finance Advisor Requirements Financial Specialty Part-Time Advisor Become part of a growing organization that offers a wide array of financial, educational and consulting programs designed to promote economic development in the small business community. Pacific Coast Regional Small Business Development Corporation (PCR) is a private, non-profit 501 (C) 3 corporation formed in 1977 to help entrepreneurs take their place as vital contributors to the Southern California economy. Both the US Treasury and the California Organized Investment Network (COIN) certify PCR as a Community Development Financial Institution (CDFI). PCR is also a Small Business Development Center (SBDC) in partnership with the US Small Business Administration (SBA). Overview To start, grow, and succeed, small businesses must understand proper financial management and prepare their business to access capital. The Financial Specialist is critical in assisting clients with financial management, planning, and loan readiness. Specialty Responsibilities In addition to general advisor responsibilities, the Financial Specialty may perform the following financial-specific activities: Financial Assessment: Assess the client's financial goals and financial knowledge strengths and gaps. Help the client develop a plan for financial success. Financial counseling: Assist clients with preparing financial statements, loan packages, and cash flow projections Financial analysis: Analyze financial data and assist clients with developing financial projections. Assess typical questions asked in underwriting Business planning: Assist clients with developing business plans and marketing plans Business Banking: Help clients determine and access banking needs including interviewing a bank and setting up a business banking account Loan Packaging: Assist clients with loan packaging for a loan or line of credit including document development, and telling the financial story. Documents for presentation typically include Business Plans, applicants personal and business Financial Statements, Cash Flow Projections, Bank Statements, Tax Returns, Collateral, Permits, and Insurance. Financial Management: Assist client in developing day-to-day financial management including budget management, account reconciliations, and purchase order and invoice processing Credit Strategies: Assist the client with strategies to improve credit for access to capital Specialty Skills and Qualifications Knowledge of Financial Statements and Financial Analysis. At least 3 years' experience in Small Business Lending. Previous experience Underwriting Small Business Loans Preferred. Ability to assess and analyze the performance of a business Deep knowledge of Financial Management for Small Businesses Employment Details Employment Status: Non-Exempt, Hourly, Part Time Hours: Flexible work days. 10-hour minimum advising hours per week. 30-minute lunch Pay: $60 - $65 per hour Location: Hybrid (Main office is 3255 Wilshire Blvd., Suite 1501, Los Angeles, CA 90010 & Satellite Office is 1051 West Rosecrans Ave Compton, CA 90222) Phone Number: Office Supervisor: SVP/Program Manager, Director PCR SBDC Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Full-Time/Part-Time: Part-Time Exempt/Non-Exempt: Non-Exempt Location: Headquarters Position: Financial Advisor Position Requirements: Specialty Responsibilities In addition to general advisor responsibilities, the Financial Specialty may perform the following financial-specific activities: Financial Assessment: Assess the client's financial goals and financial knowledge strengths and gaps. Help the client develop a plan for financial success. Financial counseling: Assist clients with preparing financial statements, loan packages, and cash flow projections Financial analysis: Analyze financial data and assist clients with developing financial projections. Assess typical questions asked in underwriting Business planning: Assist clients with developing business plans and marketing plans Business Banking: Help clients determine and access banking needs including interviewing a bank and setting up a business banking account Loan Packaging: Assist clients with loan packaging for a loan or line of credit including document development, and telling the financial story. Documents for presentation typically include Business Plans, applicants personal and business Financial Statements, Cash Flow Projections, Bank Statements, Tax Returns, Collateral, Permits, and Insurance. Financial Management: Assist client in developing day-to-day financial management including budget management, account reconciliations, and purchase order and invoice processing Credit Strategies: Assist the client with strategies to improve credit for access to capital Post Internal Days: 0 Hiring Manager(s): Colette Moore Open Date: 1/23/2025 Number of Openings: 1 PI304716de154c-9643
02/03/2025
Full time
Title: Financial Advisor EOE Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. About the Organization: The primary mission of PCR Business Finance is the promotion of community economic development, through the delivery of financial, educational and advisory services to underserved small business persons and communities. Category: Small Business Development Corp (SBDC) Description: PCR Business Finance Advisor Requirements Financial Specialty Part-Time Advisor Become part of a growing organization that offers a wide array of financial, educational and consulting programs designed to promote economic development in the small business community. Pacific Coast Regional Small Business Development Corporation (PCR) is a private, non-profit 501 (C) 3 corporation formed in 1977 to help entrepreneurs take their place as vital contributors to the Southern California economy. Both the US Treasury and the California Organized Investment Network (COIN) certify PCR as a Community Development Financial Institution (CDFI). PCR is also a Small Business Development Center (SBDC) in partnership with the US Small Business Administration (SBA). Overview To start, grow, and succeed, small businesses must understand proper financial management and prepare their business to access capital. The Financial Specialist is critical in assisting clients with financial management, planning, and loan readiness. Specialty Responsibilities In addition to general advisor responsibilities, the Financial Specialty may perform the following financial-specific activities: Financial Assessment: Assess the client's financial goals and financial knowledge strengths and gaps. Help the client develop a plan for financial success. Financial counseling: Assist clients with preparing financial statements, loan packages, and cash flow projections Financial analysis: Analyze financial data and assist clients with developing financial projections. Assess typical questions asked in underwriting Business planning: Assist clients with developing business plans and marketing plans Business Banking: Help clients determine and access banking needs including interviewing a bank and setting up a business banking account Loan Packaging: Assist clients with loan packaging for a loan or line of credit including document development, and telling the financial story. Documents for presentation typically include Business Plans, applicants personal and business Financial Statements, Cash Flow Projections, Bank Statements, Tax Returns, Collateral, Permits, and Insurance. Financial Management: Assist client in developing day-to-day financial management including budget management, account reconciliations, and purchase order and invoice processing Credit Strategies: Assist the client with strategies to improve credit for access to capital Specialty Skills and Qualifications Knowledge of Financial Statements and Financial Analysis. At least 3 years' experience in Small Business Lending. Previous experience Underwriting Small Business Loans Preferred. Ability to assess and analyze the performance of a business Deep knowledge of Financial Management for Small Businesses Employment Details Employment Status: Non-Exempt, Hourly, Part Time Hours: Flexible work days. 10-hour minimum advising hours per week. 30-minute lunch Pay: $60 - $65 per hour Location: Hybrid (Main office is 3255 Wilshire Blvd., Suite 1501, Los Angeles, CA 90010 & Satellite Office is 1051 West Rosecrans Ave Compton, CA 90222) Phone Number: Office Supervisor: SVP/Program Manager, Director PCR SBDC Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Full-Time/Part-Time: Part-Time Exempt/Non-Exempt: Non-Exempt Location: Headquarters Position: Financial Advisor Position Requirements: Specialty Responsibilities In addition to general advisor responsibilities, the Financial Specialty may perform the following financial-specific activities: Financial Assessment: Assess the client's financial goals and financial knowledge strengths and gaps. Help the client develop a plan for financial success. Financial counseling: Assist clients with preparing financial statements, loan packages, and cash flow projections Financial analysis: Analyze financial data and assist clients with developing financial projections. Assess typical questions asked in underwriting Business planning: Assist clients with developing business plans and marketing plans Business Banking: Help clients determine and access banking needs including interviewing a bank and setting up a business banking account Loan Packaging: Assist clients with loan packaging for a loan or line of credit including document development, and telling the financial story. Documents for presentation typically include Business Plans, applicants personal and business Financial Statements, Cash Flow Projections, Bank Statements, Tax Returns, Collateral, Permits, and Insurance. Financial Management: Assist client in developing day-to-day financial management including budget management, account reconciliations, and purchase order and invoice processing Credit Strategies: Assist the client with strategies to improve credit for access to capital Post Internal Days: 0 Hiring Manager(s): Colette Moore Open Date: 1/23/2025 Number of Openings: 1 PI304716de154c-9643
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. Phoenix candidates must successfully prepare for and pass the Property & Casualty (P&C) state licensing exam and obtain license before their hire date. USAA provides all study materials for the licensing prep course and the state license exam fees for up to three attempts. For new hires starting in March we are offering a signing bonus of $2,000. Bonuses will be paid in two equal installments of $1,000 after 45 days of employment and after one year of employment. Our Insurance Customer Service Sales Representatives in our 1 Norterra Drive, Phoenix, AZ location will work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. Representatives interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines of insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Responsible for the respective trailing documents for all states. Identify, evaluate and understand member needs and consistently provide complete and accurate advice and solutions, including product and service information. Provide detailed issue diagnosis while minimizing transfers and call backs. Use available tools and resources to support members with some assistance. Effectively operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Ability to provide exceptional customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Successfully acquire Property & Casualty license before date of hire and successfully complete state registrations within 90 days of hire What sets you apart: 1 year of customer contact experience in a needs-based sales environment US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Training Schedule: Monday - Friday 8hr shift within the hours of 9:30AM and 6:00PM Local Time Work Schedule: USAA provides support to our members 7 days a week. After training, you will be assigned a 5-day work schedule which may includes weekend days. Hours of operation are 7AM to 8PM local time during the week, and up to 6:00PM on weekends. These roles include a shift differential of 15% for hours worked after 6:00PM and any hours worked on Saturday or Sunday. Work schedules are assigned based on business need to ensure adequate coverage for our members. Compensation range: The hiring range for this position is: $46,135 - $48,635 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
02/03/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. Phoenix candidates must successfully prepare for and pass the Property & Casualty (P&C) state licensing exam and obtain license before their hire date. USAA provides all study materials for the licensing prep course and the state license exam fees for up to three attempts. For new hires starting in March we are offering a signing bonus of $2,000. Bonuses will be paid in two equal installments of $1,000 after 45 days of employment and after one year of employment. Our Insurance Customer Service Sales Representatives in our 1 Norterra Drive, Phoenix, AZ location will work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. Representatives interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines of insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Responsible for the respective trailing documents for all states. Identify, evaluate and understand member needs and consistently provide complete and accurate advice and solutions, including product and service information. Provide detailed issue diagnosis while minimizing transfers and call backs. Use available tools and resources to support members with some assistance. Effectively operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Ability to provide exceptional customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Successfully acquire Property & Casualty license before date of hire and successfully complete state registrations within 90 days of hire What sets you apart: 1 year of customer contact experience in a needs-based sales environment US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Training Schedule: Monday - Friday 8hr shift within the hours of 9:30AM and 6:00PM Local Time Work Schedule: USAA provides support to our members 7 days a week. After training, you will be assigned a 5-day work schedule which may includes weekend days. Hours of operation are 7AM to 8PM local time during the week, and up to 6:00PM on weekends. These roles include a shift differential of 15% for hours worked after 6:00PM and any hours worked on Saturday or Sunday. Work schedules are assigned based on business need to ensure adequate coverage for our members. Compensation range: The hiring range for this position is: $46,135 - $48,635 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. We have various schedules ranging from 9:30am CST to 10:00pm CST with two consecutive days off. These roles include a shift differential of 15% for hours worked after 6:00pm CST and any hours worked on Saturday or Sunday. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As part of our licensing training program, you are required to obtain a property and casualty license for your state of residency by your third week of employment. We provide all study materials and pay for up to 3 licensing exam attempts. During your first 90 days, we will also provide you with resources to acquire additional state licenses to better serve our members. We are currently seeking dedicated professionals to work in our Colorado Springs office, 1855 Telstar Dr., Colorado Springs, CO 80920, office for future insurance sales and customer service opportunities in 2025. As an Insurance Customer Service Representative, you'll work within defined guidelines to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will assist members with new and existing USAA policies to deepen their relationship with the company. Representatives interact with our members across multiple contact channels to provide members adequate coverage and advice to help ensure their financial security. What you'll do: Facilitate the Property & Casualty member experience by handling inbound and outbound phone calls, emails, or other contacts from members. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Maintain required Property & Casualty license and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Ability to provide exceptional customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Ability to prioritize and multi-task, while navigating through multiple business applications Ability to apply knowledge and understanding of insurance regulatory and compliance requirements Acquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiring What sets you apart: 1 year of customer contact experience in a needs-based sales environment 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face US military experience through military service or a military spouse/domestic partner Compensation range: The hiring range for this position is: $46,400.00 - $48,900.00 Training Schedule: Monday - Friday 8hr shift within the hours of 8:00am - 6:00pm USAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members. Work Schedule: All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
02/03/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. We have various schedules ranging from 9:30am CST to 10:00pm CST with two consecutive days off. These roles include a shift differential of 15% for hours worked after 6:00pm CST and any hours worked on Saturday or Sunday. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As part of our licensing training program, you are required to obtain a property and casualty license for your state of residency by your third week of employment. We provide all study materials and pay for up to 3 licensing exam attempts. During your first 90 days, we will also provide you with resources to acquire additional state licenses to better serve our members. We are currently seeking dedicated professionals to work in our Colorado Springs office, 1855 Telstar Dr., Colorado Springs, CO 80920, office for future insurance sales and customer service opportunities in 2025. As an Insurance Customer Service Representative, you'll work within defined guidelines to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will assist members with new and existing USAA policies to deepen their relationship with the company. Representatives interact with our members across multiple contact channels to provide members adequate coverage and advice to help ensure their financial security. What you'll do: Facilitate the Property & Casualty member experience by handling inbound and outbound phone calls, emails, or other contacts from members. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Maintain required Property & Casualty license and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Ability to provide exceptional customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Ability to prioritize and multi-task, while navigating through multiple business applications Ability to apply knowledge and understanding of insurance regulatory and compliance requirements Acquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiring What sets you apart: 1 year of customer contact experience in a needs-based sales environment 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face US military experience through military service or a military spouse/domestic partner Compensation range: The hiring range for this position is: $46,400.00 - $48,900.00 Training Schedule: Monday - Friday 8hr shift within the hours of 8:00am - 6:00pm USAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members. Work Schedule: All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. We have various schedules ranging from 9:30am CST to 10:00pm CST with two consecutive days off. These roles include a shift differential of 15% for hours worked after 6:00pm CST and any hours worked on Saturday or Sunday. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As part of our licensing training program, you are required to obtain a property and casualty license for your state of residency by your third week of employment. We provide all study materials and pay for up to 3 licensing exam attempts. During your first 90 days, we will also provide you with resources to acquire additional state licenses to better serve our members. We are currently seeking dedicated professionals to work in our Colorado Springs office, 1855 Telstar Dr., Colorado Springs, CO 80920, office for future insurance sales and customer service opportunities in 2025. As an Insurance Customer Service Representative, you'll work within defined guidelines to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will assist members with new and existing USAA policies to deepen their relationship with the company. Representatives interact with our members across multiple contact channels to provide members adequate coverage and advice to help ensure their financial security. What you'll do: Facilitate the Property & Casualty member experience by handling inbound and outbound phone calls, emails, or other contacts from members. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Maintain required Property & Casualty license and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Ability to provide exceptional customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Ability to prioritize and multi-task, while navigating through multiple business applications Ability to apply knowledge and understanding of insurance regulatory and compliance requirements Acquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiring What sets you apart: 1 year of customer contact experience in a needs-based sales environment 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face US military experience through military service or a military spouse/domestic partner Compensation range: The hiring range for this position is: $46,400.00 - $48,900.00 Training Schedule: Monday - Friday 8hr shift within the hours of 8:00am - 6:00pm USAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members. Work Schedule: All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
02/03/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. We have various schedules ranging from 9:30am CST to 10:00pm CST with two consecutive days off. These roles include a shift differential of 15% for hours worked after 6:00pm CST and any hours worked on Saturday or Sunday. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As part of our licensing training program, you are required to obtain a property and casualty license for your state of residency by your third week of employment. We provide all study materials and pay for up to 3 licensing exam attempts. During your first 90 days, we will also provide you with resources to acquire additional state licenses to better serve our members. We are currently seeking dedicated professionals to work in our Colorado Springs office, 1855 Telstar Dr., Colorado Springs, CO 80920, office for future insurance sales and customer service opportunities in 2025. As an Insurance Customer Service Representative, you'll work within defined guidelines to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will assist members with new and existing USAA policies to deepen their relationship with the company. Representatives interact with our members across multiple contact channels to provide members adequate coverage and advice to help ensure their financial security. What you'll do: Facilitate the Property & Casualty member experience by handling inbound and outbound phone calls, emails, or other contacts from members. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Maintain required Property & Casualty license and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Ability to provide exceptional customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Ability to prioritize and multi-task, while navigating through multiple business applications Ability to apply knowledge and understanding of insurance regulatory and compliance requirements Acquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiring What sets you apart: 1 year of customer contact experience in a needs-based sales environment 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face US military experience through military service or a military spouse/domestic partner Compensation range: The hiring range for this position is: $46,400.00 - $48,900.00 Training Schedule: Monday - Friday 8hr shift within the hours of 8:00am - 6:00pm USAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members. Work Schedule: All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. Phoenix candidates must successfully prepare for and pass the Property & Casualty (P&C) state licensing exam and obtain license before their hire date. USAA provides all study materials for the licensing prep course and the state license exam fees for up to three attempts. For new hires starting in March we are offering a signing bonus of $2,000. Bonuses will be paid in two equal installments of $1,000 after 45 days of employment and after one year of employment. Our Insurance Customer Service Sales Representatives in our 1 Norterra Drive, Phoenix, AZ location will work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. Representatives interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines of insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Responsible for the respective trailing documents for all states. Identify, evaluate and understand member needs and consistently provide complete and accurate advice and solutions, including product and service information. Provide detailed issue diagnosis while minimizing transfers and call backs. Use available tools and resources to support members with some assistance. Effectively operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Ability to provide exceptional customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Successfully acquire Property & Casualty license before date of hire and successfully complete state registrations within 90 days of hire What sets you apart: 1 year of customer contact experience in a needs-based sales environment US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Training Schedule: Monday - Friday 8hr shift within the hours of 9:30AM and 6:00PM Local Time Work Schedule: USAA provides support to our members 7 days a week. After training, you will be assigned a 5-day work schedule which may includes weekend days. Hours of operation are 7AM to 8PM local time during the week, and up to 6:00PM on weekends. These roles include a shift differential of 15% for hours worked after 6:00PM and any hours worked on Saturday or Sunday. Work schedules are assigned based on business need to ensure adequate coverage for our members. Compensation range: The hiring range for this position is: $46,135 - $48,635 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
02/03/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. Phoenix candidates must successfully prepare for and pass the Property & Casualty (P&C) state licensing exam and obtain license before their hire date. USAA provides all study materials for the licensing prep course and the state license exam fees for up to three attempts. For new hires starting in March we are offering a signing bonus of $2,000. Bonuses will be paid in two equal installments of $1,000 after 45 days of employment and after one year of employment. Our Insurance Customer Service Sales Representatives in our 1 Norterra Drive, Phoenix, AZ location will work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. Representatives interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines of insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Responsible for the respective trailing documents for all states. Identify, evaluate and understand member needs and consistently provide complete and accurate advice and solutions, including product and service information. Provide detailed issue diagnosis while minimizing transfers and call backs. Use available tools and resources to support members with some assistance. Effectively operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Ability to provide exceptional customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Successfully acquire Property & Casualty license before date of hire and successfully complete state registrations within 90 days of hire What sets you apart: 1 year of customer contact experience in a needs-based sales environment US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Training Schedule: Monday - Friday 8hr shift within the hours of 9:30AM and 6:00PM Local Time Work Schedule: USAA provides support to our members 7 days a week. After training, you will be assigned a 5-day work schedule which may includes weekend days. Hours of operation are 7AM to 8PM local time during the week, and up to 6:00PM on weekends. These roles include a shift differential of 15% for hours worked after 6:00PM and any hours worked on Saturday or Sunday. Work schedules are assigned based on business need to ensure adequate coverage for our members. Compensation range: The hiring range for this position is: $46,135 - $48,635 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Zurich is seeking an experienced Construction Excess Casualty Wrap Underwriter (Senior or AVP). We are looking for talented professionals and therefore there is flexibility with location in the South region - Atlanta, Dallas, Houston, Maitland or any city in the South region with a Zurich office. While this position will be based out of Zurich office location, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. As a Construction Excess Casualty Wrap Underwriter( Senior or AVP) you will have the opportunity to grow and develop your career as a member of seasoned and dynamic team. You will be underwriting new and renewal business, under limited direction, utilizing The Zurich Way of Underwriting Framework within delegated authority levels on highly complex accounts. We focus strongly on our customers and are seeking someone with the ability to develop exceptional relationships and a strong market facing presence. Experience with construction wrap excess casualty is preferred. This role filled at either the Senior Underwriter OR AVP level . The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. Our Construction Excess Casualty Wrap Underwriteris responsible for: Proactively seeking renewal and new account opportunities. Demonstrating specialized knowledge and expertise in underwriting National Account business. Completing detailed opportunity assessments with key distributors to identify growth opportunities. Contributing to the development and completion of proposals. Provide technical guidance, assistance, and training to lower-level underwriters. Qualifying accounts that meet the organization's appetite, balanced with sound business opportunity. Making agent/broker/customer and on-sight calls with a planned and well-prepared purpose. Negotiating Terms & Conditions and closing deals. Cross-Selling other lines of business to increase product density with the account. Participating in Sales Team meetings as related to assigned brokers and / or territory. Proactively engaging in the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date. Developing strong broker and client networks as related to industries underwritten by Business Unit. Construction Excess Casualty Wrap Underwriter(Senior) Qualifications: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area OR High School Diploma or Equivalent and 10 or more years of experience in the Claims, Underwriting support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business Experience working in a team environment OR Construction Excess Casualty Wrap Underwriter(AVP) Qualifications: High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area OR High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR Zurich approved Apprenticeship program including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR Zurich approved Apprenticeship program including and Associate Degree and 12 or more years of experience in the Claims or Underwriting Support Area AND Knowledge of Microsoft Office Experience working in a team environment Experience with Umbrella underwriting Preferred Qualifications: Bachelors Degree CPCU Advanced knowledge of National Account Excess Casualty product lines Knowledge of National Account Primary Casualty and loss sensitive programs and accounts Strong broker/customer relationships Excellent communication skills Excellent skills in relationship building Strong presentation skills Results oriented As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Atlanta, AM - Charlotte, AM - Dallas, AM - Houston, AM - Maitland Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
02/02/2025
Full time
Zurich is seeking an experienced Construction Excess Casualty Wrap Underwriter (Senior or AVP). We are looking for talented professionals and therefore there is flexibility with location in the South region - Atlanta, Dallas, Houston, Maitland or any city in the South region with a Zurich office. While this position will be based out of Zurich office location, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. As a Construction Excess Casualty Wrap Underwriter( Senior or AVP) you will have the opportunity to grow and develop your career as a member of seasoned and dynamic team. You will be underwriting new and renewal business, under limited direction, utilizing The Zurich Way of Underwriting Framework within delegated authority levels on highly complex accounts. We focus strongly on our customers and are seeking someone with the ability to develop exceptional relationships and a strong market facing presence. Experience with construction wrap excess casualty is preferred. This role filled at either the Senior Underwriter OR AVP level . The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. Our Construction Excess Casualty Wrap Underwriteris responsible for: Proactively seeking renewal and new account opportunities. Demonstrating specialized knowledge and expertise in underwriting National Account business. Completing detailed opportunity assessments with key distributors to identify growth opportunities. Contributing to the development and completion of proposals. Provide technical guidance, assistance, and training to lower-level underwriters. Qualifying accounts that meet the organization's appetite, balanced with sound business opportunity. Making agent/broker/customer and on-sight calls with a planned and well-prepared purpose. Negotiating Terms & Conditions and closing deals. Cross-Selling other lines of business to increase product density with the account. Participating in Sales Team meetings as related to assigned brokers and / or territory. Proactively engaging in the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date. Developing strong broker and client networks as related to industries underwritten by Business Unit. Construction Excess Casualty Wrap Underwriter(Senior) Qualifications: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area OR High School Diploma or Equivalent and 10 or more years of experience in the Claims, Underwriting support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business Experience working in a team environment OR Construction Excess Casualty Wrap Underwriter(AVP) Qualifications: High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area OR High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR Zurich approved Apprenticeship program including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR Zurich approved Apprenticeship program including and Associate Degree and 12 or more years of experience in the Claims or Underwriting Support Area AND Knowledge of Microsoft Office Experience working in a team environment Experience with Umbrella underwriting Preferred Qualifications: Bachelors Degree CPCU Advanced knowledge of National Account Excess Casualty product lines Knowledge of National Account Primary Casualty and loss sensitive programs and accounts Strong broker/customer relationships Excellent communication skills Excellent skills in relationship building Strong presentation skills Results oriented As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Atlanta, AM - Charlotte, AM - Dallas, AM - Houston, AM - Maitland Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
Zurich Insurance is currently looking for an AVP/VP, Contract Surety Underwriting Officer, within in our Core Contract Surety Division. This is a highly technical and market facing position and requires experience with Surety lines of business. This position will sit in Florida (preference to be in Orlando or Tampa) and require about 25% travel within the state of Florida. This role will be filled at either the AVP or VP level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. As a member of Zurich's Surety Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills. Specifically, you will underwrite and analyze new and renewal Surety business utilizing The Zurich Way of Underwriting Framework within delegated authority levels on assignments of higher technical complexity ensuring a high-level service to customers. Our Underwriters are Client Externally Focused and the job's core deliverables rely on delivering service to external clients and/or customers. Typically involves building relationships and promoting the company. Our AVP/VP, Contract Surety Underwriting Officer is responsible for: Production and underwriting of new and renewal Surety business Internal marketing and production within Zurich North America in support of our cross-sell efforts Execution of the external marketing strategy Adherence to underwriting rules and guidelines, insurance laws, regulations and the Zurich Way of underwriting Establish new as well as develop existing agency and broker relationships Working within limits and authorities on assignments of varying degrees of complexity Required Qualifications: AVP, Contract Surety Underwriting Officer Basic Qualifications: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR Zurich approved Apprenticeship program including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR Zurich approved Apprenticeship program including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business Experience working in a team environment Knowledge of Surety line/s of business and the legal and regulatory guidelines VP, Contract Surety Underwriting Officer Basic Qualifications: High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area OR High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND Experience with Microsoft Office Preferred Qualifications: Bachelor's Degree In-depth knowledge of Contract Surety lines of business Ability to effectively assess risk Strong negotiation skills Strong broker relationships Superior skills in relationship building, active listening, needs analysis, and win-win negotiation Possess a high level of customer service by meeting or exceeding broker and or customer expectations with respect to required deadlines Excellent oral and written communication skills Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Florida Virtual Office Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
02/02/2025
Full time
Zurich Insurance is currently looking for an AVP/VP, Contract Surety Underwriting Officer, within in our Core Contract Surety Division. This is a highly technical and market facing position and requires experience with Surety lines of business. This position will sit in Florida (preference to be in Orlando or Tampa) and require about 25% travel within the state of Florida. This role will be filled at either the AVP or VP level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. As a member of Zurich's Surety Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills. Specifically, you will underwrite and analyze new and renewal Surety business utilizing The Zurich Way of Underwriting Framework within delegated authority levels on assignments of higher technical complexity ensuring a high-level service to customers. Our Underwriters are Client Externally Focused and the job's core deliverables rely on delivering service to external clients and/or customers. Typically involves building relationships and promoting the company. Our AVP/VP, Contract Surety Underwriting Officer is responsible for: Production and underwriting of new and renewal Surety business Internal marketing and production within Zurich North America in support of our cross-sell efforts Execution of the external marketing strategy Adherence to underwriting rules and guidelines, insurance laws, regulations and the Zurich Way of underwriting Establish new as well as develop existing agency and broker relationships Working within limits and authorities on assignments of varying degrees of complexity Required Qualifications: AVP, Contract Surety Underwriting Officer Basic Qualifications: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR Zurich approved Apprenticeship program including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR Zurich approved Apprenticeship program including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business Experience working in a team environment Knowledge of Surety line/s of business and the legal and regulatory guidelines VP, Contract Surety Underwriting Officer Basic Qualifications: High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area OR High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND Experience with Microsoft Office Preferred Qualifications: Bachelor's Degree In-depth knowledge of Contract Surety lines of business Ability to effectively assess risk Strong negotiation skills Strong broker relationships Superior skills in relationship building, active listening, needs analysis, and win-win negotiation Possess a high level of customer service by meeting or exceeding broker and or customer expectations with respect to required deadlines Excellent oral and written communication skills Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Florida Virtual Office Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
Zurich is seeking an experienced Construction Excess Casualty Wrap Underwriter (Senior or AVP). We are looking for talented professionals and therefore there is flexibility with location in the Midwest or Western region - Chicago, Schaumburg, Overland Park, Los Angeles, San Francisco, Seattle or any city in the Midwest or Western region with a Zurich office. While this position will be based out of Zurich office location, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. As a Construction Excess Casualty Wrap Underwriter( Senior or AVP) you will have the opportunity to grow and develop your career as a member of seasoned and dynamic team. You will be underwriting new and renewal business, under limited direction, utilizing The Zurich Way of Underwriting Framework within delegated authority levels on highly complex accounts. We focus strongly on our customers and are seeking someone with the ability to develop exceptional relationships and a strong market facing presence. Experience with construction wrap excess casualty is preferred. This role filled at either the Senior Underwriter OR AVP level . The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. Our Construction Excess Casualty Wrap Underwriteris responsible for: Proactively seeking renewal and new account opportunities. Demonstrating specialized knowledge and expertise in underwriting National Account business. Completing detailed opportunity assessments with key distributors to identify growth opportunities. Contributing to the development and completion of proposals. Provide technical guidance, assistance, and training to lower-level underwriters. Qualifying accounts that meet the organization's appetite, balanced with sound business opportunity. Making agent/broker/customer and on-sight calls with a planned and well-prepared purpose. Negotiating Terms & Conditions and closing deals. Cross-Selling other lines of business to increase product density with the account. Participating in Sales Team meetings as related to assigned brokers and / or territory. Proactively engaging in the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date. Developing strong broker and client networks as related to industries underwritten by Business Unit. Construction Excess Casualty Wrap Underwriter(Senior) Qualifications: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area OR High School Diploma or Equivalent and 10 or more years of experience in the Claims, Underwriting support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business Experience working in a team environment OR Construction Excess Casualty Wrap Underwriter(AVP) Qualifications: High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area OR High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR Zurich approved Apprenticeship program including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR Zurich approved Apprenticeship program including and Associate Degree and 12 or more years of experience in the Claims or Underwriting Support Area AND Knowledge of Microsoft Office Experience working in a team environment Experience with Umbrella underwriting Preferred Qualifications: Bachelors Degree CPCU Advanced knowledge of National Account Excess Casualty product lines Knowledge of National Account Primary Casualty and loss sensitive programs and accounts Strong broker/customer relationships Excellent communication skills Excellent skills in relationship building Strong presentation skills Results oriented Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, Click here . Other rewards may include short term incentive bonuses and merit increases. Candidates with salary expectations outside of the range are encouraged to apply, and will be considered based on experience, skill, and education. The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled. The combined salary range for this position is $120,000.00 - $222,000.00. The proposed salary range for the Construction Excess Casualty Wrap Underwriter (Senior) is $120,000.00 - $170,000.00, with short-term incentive bonus eligibility set at 15%. F or the Construction Excess Casualty Wrap Underwriter (AVP ) is $172,000.00 - $222,000.00, with short-term incentive bonus eligibility set at 20%. As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Chicago, AM - Anoka, AM - Edina, AM - Gold River, AM - Irvine, AM - Los Angeles, AM - Omaha, AM - Overland Park, AM - San Francisco, AM - Schaumburg, AM - Seattle Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
02/02/2025
Full time
Zurich is seeking an experienced Construction Excess Casualty Wrap Underwriter (Senior or AVP). We are looking for talented professionals and therefore there is flexibility with location in the Midwest or Western region - Chicago, Schaumburg, Overland Park, Los Angeles, San Francisco, Seattle or any city in the Midwest or Western region with a Zurich office. While this position will be based out of Zurich office location, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. As a Construction Excess Casualty Wrap Underwriter( Senior or AVP) you will have the opportunity to grow and develop your career as a member of seasoned and dynamic team. You will be underwriting new and renewal business, under limited direction, utilizing The Zurich Way of Underwriting Framework within delegated authority levels on highly complex accounts. We focus strongly on our customers and are seeking someone with the ability to develop exceptional relationships and a strong market facing presence. Experience with construction wrap excess casualty is preferred. This role filled at either the Senior Underwriter OR AVP level . The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. Our Construction Excess Casualty Wrap Underwriteris responsible for: Proactively seeking renewal and new account opportunities. Demonstrating specialized knowledge and expertise in underwriting National Account business. Completing detailed opportunity assessments with key distributors to identify growth opportunities. Contributing to the development and completion of proposals. Provide technical guidance, assistance, and training to lower-level underwriters. Qualifying accounts that meet the organization's appetite, balanced with sound business opportunity. Making agent/broker/customer and on-sight calls with a planned and well-prepared purpose. Negotiating Terms & Conditions and closing deals. Cross-Selling other lines of business to increase product density with the account. Participating in Sales Team meetings as related to assigned brokers and / or territory. Proactively engaging in the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date. Developing strong broker and client networks as related to industries underwritten by Business Unit. Construction Excess Casualty Wrap Underwriter(Senior) Qualifications: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area OR High School Diploma or Equivalent and 10 or more years of experience in the Claims, Underwriting support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business Experience working in a team environment OR Construction Excess Casualty Wrap Underwriter(AVP) Qualifications: High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area OR High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR Zurich approved Apprenticeship program including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR Zurich approved Apprenticeship program including and Associate Degree and 12 or more years of experience in the Claims or Underwriting Support Area AND Knowledge of Microsoft Office Experience working in a team environment Experience with Umbrella underwriting Preferred Qualifications: Bachelors Degree CPCU Advanced knowledge of National Account Excess Casualty product lines Knowledge of National Account Primary Casualty and loss sensitive programs and accounts Strong broker/customer relationships Excellent communication skills Excellent skills in relationship building Strong presentation skills Results oriented Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, Click here . Other rewards may include short term incentive bonuses and merit increases. Candidates with salary expectations outside of the range are encouraged to apply, and will be considered based on experience, skill, and education. The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled. The combined salary range for this position is $120,000.00 - $222,000.00. The proposed salary range for the Construction Excess Casualty Wrap Underwriter (Senior) is $120,000.00 - $170,000.00, with short-term incentive bonus eligibility set at 15%. F or the Construction Excess Casualty Wrap Underwriter (AVP ) is $172,000.00 - $222,000.00, with short-term incentive bonus eligibility set at 20%. As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Chicago, AM - Anoka, AM - Edina, AM - Gold River, AM - Irvine, AM - Los Angeles, AM - Omaha, AM - Overland Park, AM - San Francisco, AM - Schaumburg, AM - Seattle Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: