Qureos Mentor

One80 Intermediaries

<div>Oxford is seeking an organized and highly motivated Account Manager to join our growing Revenue Team. This key contributor will serve as a critical link between clients, brokers, and the company, providing exceptional service and support, while reporting to one of our Senior Account Executives. The position requires a proactive approach to client and broker management, handling both new business and renewal policies and servicing needs, and maintaining comprehensive documentation while adhering to important deadlines and regulatory compliance. Ideal candidates are detail-oriented, thrive in a dynamic, client-focused, fast-paced environment, and excel in providing personalized service. We are looking for a motivated individual who is eager to contribute to our company's growth with exciting opportunities and sizeable premiums.
Job Responsibilities<ul><li>
New Business and Renewal Process Management: Oversee all aspects of the new business and renewal process, including applications, developing loss summaries, pricing indications, quotes, and proposals</li><li>
Client and Broker Inquiries: Respond promptly and courteously to all client and broker/producer inquiries.</li><li>
Sales Collaboration: Collaborate with the Sales Team to drive new business and retain renewal revenue.</li><li>
Policy Coordination: Coordinate with brokers and clients on policy coverage, changes, and exclusions.</li><li>
Loss Analysis: Review and analyze Loss Runs from various carriers to succinctly summarize the claims portfolio of an insured.</li><li>
Policy Review: Review policies and all related documentation for accuracy and adherence to quality standards.</li><li>
Client Assistance: Assist clients and brokers with coverage changes, binders, and endorsements, using each contact as an opportunity to review needs and cross-sell appropriate services.</li><li>
Client Retention Initiatives: Work with the teams lead by the Chief Revenue Officer to develop and implement ongoing client retention initiatives.</li><li>
Record Maintenance: Maintain accurate and compliant client records, including documentation, communications, and transactions.</li><li>
Policy Renewal and Billing: Renew policies following agency standards, verify each renewal&rsquo;s accuracy, and ensure all renewals are processed and billed correctly. Facilitate corrections as necessary and deliver proposals when needed.</li><li>
Industry Knowledge: Stay informed about industry developments, new products, legislation, coverages, and technology to continuously improve knowledge and performance.</li><li>
Salesforce Proficiency: Utilize the Salesforce platform for input, documentation, and performing technical tasks to expedite client service and maintain standards of compliance.</li><li>
Client Communication: Provide clear answers to clients and/or Brokers for questions received.</li><li>
Policy Drafting: Initiate the drafting of policies forms, declarations, notices and endorsements using both ISO and manuscript forms.</li><li>
Documentation Preparation and Review: Prepare and review related documentation, including policies, reinsurance and service contracts, feasibility analysis charts, loss runs, annual meeting documents, financial statements, and billing inputs.</li><li>
Service Provider Relationships: Maintain relationships with various service providers, including independent auditors, actuaries, attorneys, TPAs, carriers/reinsurers, reinsurance brokers, and fronting carriers.</li><li>
Claims Coordination: Coordinate with the claims department to obtain loss data as needed.</li><li>
Artificial Intelligence: Have working proficiency in the acceptable usage and application of various AI tools.</li></ul>
Qualifications and Traits<ul><li>
Industry Experience: At least 3 years&rsquo; experience in captive and/or commercial Property/Casualty insurance required.</li><li>
Educational Background: Minimum of an Associate&rsquo;s degree in a relevant field; equivalent professional experience will also be considered.</li><li>
Licensing: Active P&amp;C insurance license or the ability to obtain one within the initial 90 days of employment.</li><li>
Insurance Designations: strongly preferred, including but not limited to CPCU, AU, ARM, ACI, etc.</li><li>
Customer Service Skills: Exceptional customer service and relationship management skills.</li><li>
Communication Skills: Excellent written and verbal communication abilities.</li><li>
Technology Proficiency: Proficiency in CRM software, particularly the Microsoft Office Suite (Word, Excel, PowerPoint, Teams). Experience with Salesforce is a plus.</li><li>
Analytical and Problem-Solving Skills: Strong analytical and problem-solving skills, with keen attention to detail.</li><li>
Multitasking Ability: Ability to multitask and prioritize in a fast-paced environment.</li><li>
Team Collaboration: Demonstrated ability to work collaboratively with team members and other departments.</li></ul>
About Oxford Risk Management Group
The Oxford Risk Management Group is a leading provider of captive insurance arrangements. Oxford designs, architects, builds, licenses, manages, and reinsures captives. Oxford is an AM Best A- (XIV) Rated carrier, with our main offices located in Sparks, MD (north of Baltimore). We are a high-performing, highly collaborative team dedicated to professionalism. We value the contributions of every teammate, and respect the diverse voices, thoughts and ideas that each brings to the table. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what&rsquo;s right.
ORMG is a member of the Arrowhead Specialty division within Brown &amp; Brown Insurance.
Brown &amp; Brown, Inc. (NYSE: BRO) is a leading insurance brokerage firm delivering comprehensive and customized insurance solutions and specialization since 1939. With a global presence spanning 700+ locations and a team of approximately 23,000 professionals, we are dedicated to delivering scalable, innovative strategies for our customers at every step of their growth journey. Learn more at BBrown.com.
Pay Range:
$51,800 - $66,000 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
One80 Intermediaries is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.
Learn more about working at One80 Intermediaries by visiting our careers page: www.one80.com/careers.
Personal information submitted by California applicants in response to a job posting is subject to One80's California Job Applicant Privacy Notice . 
Recruiting Vendor Disclosure Statement
Brown &amp; Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (&ldquo;Recruiting Vendors&rdquo;). Recruiting Vendors must have a valid written agreement and receive prior written authorization from an authorized Brown &amp; Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown &amp; Brown or its employees become the property of Brown &amp; Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.</div>

Account Manager, Captives

<div>The Compliance Associate (&ldquo;CA&rdquo;) is responsible for gathering, preparing and maintaining client data and preparing client specific reporting requirements for different captive programs throughout the company. The CA will need to track and coordinate between various departments to prepare client specific forms. The CA will monitor and plan throughout the year to ensure all required forms are prepared on time in accordance with reporting deadlines. The CA must be creative and enjoy working within an entrepreneurial environment that is mission-driven, results-driven and community oriented. The CA will support functions associated with the Compliance Department on a wide variety of activities and Compliance related projects.
Roles &amp; Responsibilities:<ul><li>
Review and prepare client specific forms required for tax filing purposes, including Form 8886, Form 8275 and additional forms, as required</li><li>
Track progress of form preparation to ensure timely filing requirements are met</li><li>
Assist with data gathering, analysis and submission for compliance purposes</li><li>
Enter data into client management software to track progress</li><li>
Periodically interface with clients/brokers regarding client specific state and federal reporting requirements</li><li>
Assist with the implementation and coordination of any new compliance processes</li><li>
Coordinate document requests, procedure changes, and other quality projects.</li><li>
Compile various reports for the Compliance Department</li><li>
Participate in various compliance projects, as requested</li></ul>
Qualifications:<ul><li>
Practical experience within the insurance industry in a Compliance role preferred but not required.</li><li>
Comprehensive knowledge of relevant software: Windows, Word&reg;/ Excel&reg;/ Powerpoint.</li><li>
Professional, flexible, team player with acute attention to detail/ excellent organizational skills and a passion for working cross-functionally</li><li>
Skilled in tracking and monitoring workflow, deadlines, and performance metrics</li><li>
Ability to effectively communicate, both verbal and written, with all levels in the organization</li><li>
Proactive and dynamic personality with superior communication skills (written, verbal and presentation)</li><li>
Ability to follow instructions and to work both independently and within a team environment</li><li>
Ability to work in a fast-paced environment, prioritizing multiple time-sensitive projects</li><li>
Proven ability to handle confidential information with discretion</li><li>
Demonstrated ability to prioritize responsibilities</li><li>
Ability to adhere to confidentiality expectations</li><li>
Strong decision-making and problem-solving skills</li><li>
Excellent communication skills, including written, verbal and presentation.</li></ul>
Oxford Risk Management Group, LLC was founded in 2010 and continues to provide the highest caliber of captive insurance in the nation. We excel in offering various claims services tailored to Enterprise Risk Management and Limited Lines Captive programs.
Pay Range:
$24.90 - $31.00 Hourly
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
One80 Intermediaries is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.
Learn more about working at One80 Intermediaries by visiting our careers page: www.one80.com/careers.
Personal information submitted by California applicants in response to a job posting is subject to One80's California Job Applicant Privacy Notice .</div>

Compliance Associate

Join One80 Intermediaries and explore 2   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.

One80 Intermediaries

About Company

Account Manager, Captives

Compliance Associate