Qureos Mentor

INSURICA

<div>SUMMARY:
The Employee Benefits Assistant Account Manager provides administrative support to colleagues, clients, and carriers in the EB department. Must maintain service and sales delivery standards and perform essential functions to ensure the quality and service guidelines developed by the agency are provided.
ESSENTIAL FUNCTIONS:<ul><li>
Enter new client and update existing client information in CRM</li><li>
Keep client files up to date with current information for both clients and carriers</li><li>
Comply with communications from clients, colleagues, and carriers; facilitate claims, billing, and eligibility resolution; refer to Producer/Account Manager/Account Executive as needed</li><li>
Assist with life transitions, including employees approaching Medicare, dependents aging out of coverage eligibility, and COBRA eligibility</li><li>
Gather client census data, current/renewal plan design and rate information, historical claims experience data, and any additional related materials required to prepare RFP for client renewals and prospective groups</li><li>
Analyze market proposals received to verify benefits, premium rates, and competitiveness</li><li>
Prepare and coordinate materials for the enrollment process and other formal client presentations</li><li>
Work with the carrier and software representatives to coordinate activity for a smooth implementation of new plans</li><li>
Coordinate plan installation with insurance carrier(s) and participate in installation/enrollment meetings</li><li>
Handle requests for individual insurance, including, but not limited to, life, disability, and medical; work with colleagues to determine which accounts need to be transferred to the small group team</li><li>
Provide service to individual life insurance customers and maintain life insurance files</li><li>
Distribute/scan department mail to the appropriate team member</li><li>
Refer current and prospective clients to the Commercial and Personal Lines Departments for solicitation of those lines of business</li><li>
Perform all actions relating to prospects, customers, colleagues, and carriers in a manner that will avoid issues involving potential errors and omissions</li><li>
Participate in seminars and other training to maintain required license(s) and stay current on legislative changes</li></ul>
ADDITIONAL RESPONSIBILITIES:
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.
QUALIFICATIONS:<ul><li>
An agent&rsquo;s license or ability to quickly obtain.</li><li>
Previous insurance employee benefits experience, as well as insurance/HR industry designations, preferred</li><li>
4 Year degree preferred</li></ul>
KNOWLEDGE, SKILLS, AND ABILITIES:<ul><li>
Ability to work within a fast-paced, changing-priority environment</li><li>
Intermediate PC skills, with concentration on the Microsoft Office suite of products (Word, Excel, Outlook, PowerPoint, Teams, etc.)</li><li>
Organized and analytical, with a strong attention to detail</li><li>
Self-motivated, with the initiative to prioritize and be self-directed
</li><li>Regular and punctual attendance is required</li><li>
Ability to communicate effectively, both verbally and in writing</li><li>
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels</li><li>
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies,a nd the Agency</li><li>
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality</li></ul>
WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:<ul><li>
Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities</li><li>
Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently</li><li>
Ability to lift up to 20 pounds occasionally</li><li>
Requires operation of a computer workstation, including keyboard and video display
</li><li>All requirements may be modified to reasonably accommodate physical or mental impairment</li></ul></div>

Employee Benefits Assistant Account Manager

<div>
 
 Summary
 
 
 
 The Commercial Account Manager is responsible for assisting clients with service needs and making changes to existing accounts, meeting service, and sales delivery standards, and performing essential functions to achieve the quality and service standards developed by the agency. This position will assist Producers and Account Executives in the handling and processing of new and renewal commercial business and maintaining high service standards.
 
 
 
 Essential Functions
 
 
 
 <ul>
 <li>
 Upon receipt of new business applications or renewal instructions, accurately complete applications for new and renewal business
 </li>
 <li>
 Prepare proposals and complete applications in coordination with producers, submit applications to eligible and appropriate carriers, and, when requested, obtain client signatures on all applications. The follow-up to ensure the timely receipt of quotations and policies
 </li>
 <li>
 Perform all necessary ratings sufficient for policy quotation and/or issuance on carrier websites or rating programs. Calculate the premium if the company-rating program is available. Responsible for the issuance of premium-bearing binders, invoices, and resolving carrier accounting discrepancies
 </li>
 <li>
 Prepare proposals, binders, certificates, account summaries, endorsements, policies, lost policy releases, and account balance status when requested
 </li>
 <li>
 Ensure items are delivered and/or mailed to the client. Initiate correspondence with companies and clients. Maintain follow-up and suspense files on outstanding orders, correspondence, audits, reports, reporting form coverage, and follow up on overdue and suspense items. Maintain expiration control log
 </li>
 <li>
 Request renewals, endorsements, and other needed data from the companies and insureds. Solicit Producer and Account Executive assistance, when necessary, to issue coverage in a timely, efficient manner and bind coverage within agency underwriting authority
 </li>
 <li>
 Check new and renewal policies, endorsements, audits, and cancellations, and promptly handle for accuracy in rating, typing, coverage, and signatures, and input these transactions to generate billing invoices and quality products for our customers. Maintain files in an orderly, up-to-date manner
 </li>
 <li>
 Determine reasons for requests for cancellations, act to save accounts, and notify producers according to agency standards. Process and follow up on cancellation requests to carriers to ensure accurate and timely resolution
 </li>
 <li>
 Receive phone calls from clients and companies, and comply with the request and/or refer to the Producer and Account Executive
 </li>
 <li>
 Refer current and prospective clients to the Employee Benefits or Personal Insurance Department, or a Commercial Producer, for solicitation of those lines of business
 </li>
 <li>
 Participate in seminars and other training, to maintain required licenses, and for knowledge and skill development. Meet with a company representative to update carrier appetite, underwriting guidelines, etc
 </li>
 <li>
 Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
 
 
 </li>
 </ul>
 
 Additional Responsibilities
 
 
 
 This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
 
 
 Telecommuting opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.
 
 
 
 Qualifications
 
 
 
 
 Job Qualifications
 
 
 
 <ul>
 <li>
 Property and Casualty license, as required by the State Department of Insurance
 </li>
 <li>
 2-4 Years of previous account management experience preferred
 </li>
 <li>
 Bachelor&rsquo;s degree preferred
 </li>
 <li>
 CPCU or CIC designations preferred
 
 
 </li>
 </ul>
 
 Knowledge, Skills, And Abilities
 
 
 
 <ul>
 <li>
 Must possess sound knowledge of rating procedures, coverage and industry operations to effectively manage, maintain and write assigned client and prospect lists
 </li>
 <li>
 Full knowledge of insurance markets is essential
 </li>
 <li>
 Strong PC skills, with the ability to effectively utilize the agency&rsquo;s management systems
 </li>
 <li>
 Ability to work within a fast-paced, changing-priority environment
 </li>
 <li>
 Self-motivated, with the initiative to prioritize and be self-directed
 </li>
 <li>
 Regular and punctual attendance is required
 </li>
 <li>
 Ability to communicate effectively, both verbally and in writing
 </li>
 <li>
 Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
 </li>
 <li>
 Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies and the Agency
 </li>
 <li>
 Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
 
 
 </li>
 </ul>
 
 Working Conditions And Reasonable Accommodations
 
 
 
 <ul>
 <li>
 Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
 </li>
 <li>
 Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
 </li>
 <li>
 Ability to lift up to 20 pounds occasionally
 </li>
 <li>
 Requires operation of a computer workstation, including keyboard and video display
 </li>
 <li>
 All requirements may be modified to reasonably accommodate physical or mental impairment
 </li>
 </ul>
</div>

Commercial Lines Account Manager

<div>Job Summary
The Creative Design Specialist supports client service efforts through the design of high-quality audio/visual products and client communications, including, but not limited to, slideshows, short videos, articles, and handouts, utilizing a variety of methods and software, for a primary audience of K-12 public school employees. The Creative Design Specialist will primarily support, work closely with, and take directions from the safety services team in a mission to help clients reduce preventable accidents, injuries, and consequent financial losses.
Job Functions
<ul><li>Responsible for leadership of safety content production, including coordinating and editing the work of others, printing, uploading to websites, and mass communications, as well as production of safety awareness educational presentations (with trainer guides) intended for live delivery, including slide shows, handouts and test materials</li><li>
Production of animated, narrated short videos promoting safety awareness and accident avoidance, including announcements and website uploads; production of narrated self-running slideshows; production of safety articles, newsletters, safety fact sheets, FAQ&rsquo;s, teaching curriculum and scripts written for a range of audience interests and educational levels</li><li>
Primarily support, closely collaborate with, and take directions from the safety services team, relying on their provided subject matter expertise to develop effective content</li><li>
Coordination of selected award/prize selections and other program-based recognition awards, effectively teaming with vendors to fill orders</li><li>
Communicate by phone and email with clients to support the delivery of materials and coordinate recognition campaigns</li><li>
Manage the review and evaluation process for determining Regional and Statewide Awards (Texas and Louisiana programs); ensure presentations are scheduled and completed</li><li>
Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions</li><li>
Participate in seminars and other training to maintain required licenses and for knowledge and skill development</li></ul>
Current Programs/Details:
Safety Short Video Production
Responsible for taking each video production from a narrative story all the way to finished video production (averaging one SSV per month/9-10 per year) including, but not limited to, storyboarding - develop all visual aspects of the video; storyboards the scenes based on the narrative and the overall message in the production sheet provided; script writing - fashions a script (for the narrator) that will match the way sections of the provided narrative; video production - create video from the storyboard, procuring photo, graphic, and video assets to match the storyboarded scenes; distribution - after final editing and review, uploads the video to our distribution site, and prepares distribution emails
Loss Prevention Training Programs<ul><li>
Responsible for the creation of nine (minimal) annual original client onsite safety awareness programs used by LPSG, developing all visual and sequential aspects of the onsite programs and including, but not limited to, creation of PowerPoint slideshows; procure photo, video and graphic assets and set all text; ensure carefully timed animations and transitions match narration; provide for review and make additional edits, as needed</li></ul>
Constant Contact Communications<ul><li>
Solely responsible for creating and distributing LPSG communications through Constant Contact including, but not limited to, writing text, formatting the look of the email, procuring any photo or graphic assets, QR codes, other supporting attachments including, but not limited to, monthly SSV&rsquo;s, Safe Employee Recognition Campaign, Bus Driver of the Year Campaign and Tropical Weather Alerts &ndash; as needed
</li></ul>Safe Employee Recognition Program<ul><li>
Serve as the Project Leader for the SERC program including, but not limited to, planning, adherence to budgets, researching client employee estimates; working closely with vendor, Impression Edge. to order and ship Part 1 and 2 awards (and SERC Contact thank you gifts), supplying all info needed by vendor, including shipping fulfillment addresses and package inserts; obtain SERC contact designations from Trustees; create, distribute, and manage all communications for Member SERC Contact (i.e., designated site person); develop launch, reminder, and award announcement communications; manage CC bounces to ensure communications are going through; incorporate use of Survey Monkey; acknowledge and process Member submissions</li></ul>
Bus Driver of the Year Program<ul><li>
Serve as the Project Leader for the BDOTY program including, but not limited to, planning, adherence to budgets, research client employee estimates; review and make any needed edits to forms; work with the INSURICA Cypress office on graphics, overall look, and the presentation of (the two) Statewide awards; work closely with vendor, Impression Edge, to order and ship awards, supplying all info needed by vendor, including shipping fulfillment addresses and package inserts; create, distribute, and manage communications for Member BDOTY contacts; develop launch (including Quick Start Guide), reminder, and award announcement communications; communicate with brokers on shipping preferences for each of the Members receiving awards</li></ul>
Additional Responsibilities
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department
Job Requirements
<ul><li>2 &ndash; 4 years of content production and technical writing and/or editing experience preferred; candidates will be asked to provide examples of self-created content production</li><li>
Bachelor&rsquo;s degree in Marketing, Graphic Design or a content production-related area, preferred</li><li>
Certifications in PowerPoint, graphic design, or other presentation media are preferred</li><li>
Previous K-12 teaching/public speaking/workplace safety/website design experience a plus</li><li>
Bilingual (Spanish/English) a plus</li></ul>
Knowledge, Skills, and Abilities
<ul><li>Strong technical writing, editing, and distribution (website and email) skills</li><li>
Strong Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams, OneDrive, and SharePoint, as well as basic photo editing skills</li><li>
Strong Adobe Acrobat creative design software (e.g., Illustrator, InDesign, Photoshop) skills</li><li>
Ability to effectively utilize TechSmith Camtasia (or similar video production software), Constant Contact, and Survey Monkey programs</li><li>
Ability to organize a message and tell a story so that it flows logically, with imaginative timing and animation of text, images, video, and audio</li><li>
Ability to research and create images, audio, and video content that effectively supports the message</li></ul><ul><li>
Ability to work within a fast-paced, changing priority environment, effectively manage multiple projects, and meet deadlines</li><li>
Organized and self-motivated, with the initiative to prioritize and be self-directed
</li><li>Regular and punctual attendance is required</li><li>
Ability to communicate effectively, both verbally and in writing</li><li>
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels</li><li>
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies and the Agency</li><li>
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality</li></ul>
Work Conditions
<ul><li>Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently</li><li>
Ability to lift up to 20 pounds, occasionally</li><li>
Requires operation of a computer workstation, including keyboard and video display
</li><li>All requirements may be modified to reasonably accommodate physical or mental impairment</li></ul></div>

Creative Design Specialist

Join INSURICA and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

INSURICA

About Company

Employee Benefits Assistant Account Manager

Commercial Lines Account Manager

Creative Design Specialist