in Microsoft Excel applications. Understand and honor high level of confidentiality. Promote integrity. Strong work ethics Insurance processor duties: Research and apply insurance payments from clients to the appropriate system invoice. Research insurance claim payments in the AS/400 to identify correct claim based on customer information, date of service and service/material procedure codes and related charges.
Continuously improve methods for research and in order to effectively and efficiently process transactions Process transactions , apply cash, member bills, resubmit invoices, write-offs, etc. Follow data processing guidelines to meet established departmental standards. Communicate
with supervisor regarding transactions processed in a timely manner. Identify and recommend systems and process modifications necessary to improve the efficiency and effectiveness of the Assignment processes..
requirements. This position administers all member related ancillary loan products that are used for protection purposes. In addition, the credit union receives non-interest income from the sale of these products, thereby adding to our net income and aides in preventing residual balance charge-offs.
Directly supervises Loan Servicing Specialists. Manager monitors aspects of all loan products held in Nuvision portfolio and loans serviced by third parties. Manager monitors activities on member loans, payment postings and corrections. The Manager encourages teamwork, communication, innovative ideas and positive attitudes. In addition to ensuring consistency and accuracy in the work produced
in the department, this helps to deliver our promise to our members to help them exceed their financial expectations. Responsibilities: Manages the maintenance of all member protection programs; such us Guaranteed Asset Protection, Mechanical Repair Coverage, and Debt Protection.
Manage the followup of all HELOC and 2nd Mortgage Flood and Hazard Insurance coverage. Respond to and resolve member calls and issues escalated from staff. Works directly with subservicer for VISA loans and monitors the compliance aspects of third-party venders. Review monthly transactions reports for compliance and risk purposes for accuracy Assist VP by participating in the recruitment and selection
of staff and recommending promotions and transfers Coach, mentor, and motivate staff consistent with Credit Union human resource policies.
Address performance issues and disciplinary action as needed. Determine and establish department and employee goals and monitor individual and department progress toward goal attainment. Organize and coordinate workload and deadlines for assigned staff. Provide direction and oversight of work performed. Manage and coordinate activities according to established policies and procedures. Administer personnel policy in a consistent manner throughout the department. Conduct and/or supervise staff training and cross training on all aspects of Loan and Insurance Servicing.
Conducts monthly one-on-ones with staff. Completes and delivers annual Performance Appraisals. Develop and monitor pertinent loan reports and maintain appropriate logs to track and/or audit all loan corrections, home equity (HELOC) rate changes and/or research processes. Signs off on all applicable general ledger account reports. Assist with sub-servicer on payment and member related issues when needed. Oversee Loan File Maintenance (LFM) Report. Ensure reviews of LFM reports meet or exceed established time limits. Respond to LFM reviews returned for additional information.
Answer questions, as well as working with the Compliance team and train staff as needed. Recommend, communicate, and implement department operating policies, procedures, protocols, and guidelines. Develop and implement controls to ensure consistency and accuracy. Monitor internal systems and processes to ensure that all procedures are consistent with the Credit Union’s objectives for quality control. Evaluate and implement new forms, processes, and procedures to streamline lending support operations and improve efficiencies. Contributes to and updates procedures for processes as needed.
Manages staff and/or provides back-up support when necessary, in the processing of demands for payoff, subordination agreements and substitutions of trustee, full reconveyances, claim payments, loan corrections. Ability to make corrections, adjustments, etc. to members’ accounts when needed after financial impact review. In addition to Skip-a-Pay, monthly Charge-Off reports, Loan Modifications, daily transactions reports, member loan adjustment reports, and negative income/loan transaction reports, etc Leads merger workstreams and works with business partners to successfully implement products and services to enhance value and income to the credit union’s portfolio Provides assistance for data file checking and testing changes and/or additions to loan products.
Assumes full responsibility for and represents the Loan and Insurance Servicing Department in the absence of the department VP. Stays current and informed of all regulatory compliance changes. Supports and participates in continuous improvement activities Represents the Credit Union in a positive and professional manner. Maintains member, team member and other sensitive information with confidentiality Treats co-worker and members with respect Supports member relations and evens that promote member centric experiences Other related duties as assigned Qualifications: 3+ years of progressively responsible experience in Financial Services industry consumer loan operations, Loan Servicing, Insurance products including 2+ years supervisory experience.
Strong working knowledge of Consumer loan products, policies, procedures, and delivery methods. Thorough knowledge of Consumer Loan Servicing regulations Excellent verbal, interpersonal, listening, and written communication skills Demonstrates sound judgment, tact, diplomacy, and strong customer service skills Proficient in Microsoft Office Applications (Outlooks, Word, and Excel) Demonstrates ability to work effectively on cross-functional teams.
Strong management skills and effective team building and demonstrate ability to empower, coach and mentor a diverse work group Tolerance for time pressure deadlines and the ability to manage a large volume of work and multiple priorities with no direct supervision Education: 2-year degree or equivalent work experience Current California Life, Property and Casualty Insurance Licenses Website: /careers Pay scale by applicable geographic location: Southern California: $76,019.33 - $95,024.16 Alaska: $79,073.68 - $98,842.10 The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry, job related training/education, etc.
California Employee Privacy Notice: /disclosures/ccpa/ Benefits: Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement Covid-19 Precaution(s): Remote Interview Process (some positions vary) In-Person Interview required for Front-Line Positions Social Distancing and Mask Guidelines in place
for licensed and unlicensed people who are looking to grow their career with a great company that has an amazing culture. What We Offer: World class mentors with weekly training calls? Unlimited FREE leads? Uncapped earning potential? Vested renewals for life?
Bonuses? 100% remote Top Candidates Will Be: Self-starters? Driven to succeed? Professional and reliable? Able to adapt quickly? Leaders? Goal oriented
polish with pugnacity to achieve the best possible resolutions for its clients, this firm represents individuals, organizations, and companies in the biggest industries in the US, ranging from energy to finance to medicals. With offices throughout the country, this full-service firm's divisions deal with insurance recovery, corporate and commercial litigation, securities, construction, real estate, and employment law.
The firm emphasizes diversity, and its intelligent, personable, well-rounded attorneys bring to bear their well-honed expertise in crafting legal, cost-effective solutions to clients' problems. Top legal review organizations have recognized several of the firm's attorneys year after year. Working at this firm offers tremendous opportunities for growth, and the remuneration and compensation packages are slightly higher than the industry average.
polish with pugnacity to achieve the best possible resolutions for its clients, this firm represents individuals, organizations, and companies in the biggest industries in the US, ranging from energy to finance to medicals. With offices throughout the country, this full-service firm's divisions deal with insurance recovery, corporate and commercial litigation, securities, construction, real estate, and employment law.
The firm emphasizes diversity, and its intelligent, personable, well-rounded attorneys bring to bear their well-honed expertise in crafting legal, cost-effective solutions to clients' problems. Top legal review organizations have recognized several of the firm's attorneys year after year. Working at this firm offers tremendous opportunities for growth, and the remuneration and compensation packages are slightly higher than the industry average.
polish with pugnacity to achieve the best possible resolutions for its clients, this firm represents individuals, organizations, and companies in the biggest industries in the US, ranging from energy to finance to medicals. With offices throughout the country, this full-service firm's divisions deal with insurance recovery, corporate and commercial litigation, securities, construction, real estate, and employment law.
The firm emphasizes diversity, and its intelligent, personable, well-rounded attorneys bring to bear their well-honed expertise in crafting legal, cost-effective solutions to clients' problems. Top legal review organizations have recognized several of the firm's attorneys year after year. Working at this firm offers tremendous opportunities for growth, and the remuneration and compensation packages are slightly higher than the industry average.
polish with pugnacity to achieve the best possible resolutions for its clients, this firm represents individuals, organizations, and companies in the biggest industries in the US, ranging from energy to finance to medicals. With offices throughout the country, this full-service firm's divisions deal with insurance recovery, corporate and commercial litigation, securities, construction, real estate, and employment law.
The firm emphasizes diversity, and its intelligent, personable, well-rounded attorneys bring to bear their well-honed expertise in crafting legal, cost-effective solutions to clients' problems. Top legal review organizations have recognized several of the firm's attorneys year after year. Working at this firm offers tremendous opportunities for growth, and the remuneration and compensation packages are slightly higher than the industry average.
assists with the evaluation of risk, development of risk control strategies, review and negotiation of indemnification and insurance issues for all projects, and the annual corporate insurance renewal. Risk Management is involved with each and every project in the Capital Plan and outside of the Capital Plan.
The primary mission of Risk Management is to protect the assets of NJ TRANSIT. Roles and Responsibilities : Performs risk backssment to identify loss exposures and business risks associated with these exposures in terms of both expected frequency and severity. Develops risk control strategy to minimize loss exposures with assistance from NJ TRANSIT's Bus, Rail and Light Rail Safety
Department. Evaluates risk transfer options, including purchasing of commercial insurance, utilization of NJ TRANSIT's captive insurance company and execution of third-party indemnification agreements.
Procures commercial insurance for the corporation, prepares submission information, attends meetings with underwriters, evaluates coverage options, negotiates terms and conditions of policies through insurance broker. Assists in management of NJ TRANSIT's captive insurance company through serving on its Board of Directors. Recommends methods to increase capitalization of captive insurance company and viable opportunities to enter into risk transfer agreements with NJ TRANSIT. Develops,
procures and monitors wrap-up insurance programs for NJ TRANSIT's construction projects.
Prepares submission information, attends meetings with underwriters, negotiates coverage terms and conditions, monitors claims administration and safety services throughout program and acts as liaison between the project manager and the insurance carriers. Analyzes high value claims arising out of wrap-up insurance programs, and advises insurance carriers on course of action, reserves, strategies, liability and litigation deadlines. Prepares Board Items to NJ TRANSIT's Board of Directors, recommending purchase of commercial insurance, creation of wrap-up insurance programs and ability to contract with insurance brokers for risk management services.
Reviews and negotiates contracts regarding insurance and indemnifications issues between third-parties, including other railroads, commercial tenants, municipalities and other transportation agencies. Reviews insurance and indemnification clauses in bid documents to ensure NJ TRANSIT's assets are properly protected when contracting with third-parties. Develops and implements reporting procedures for excess insurance carriers. Directs collection recoveries against third-parties resulting from damage to NJ TRANSIT property.
Directs the Risk Management Information System (RIMS) and annual audit process to provide accurate and on-time claim and safety reports for all user departments. Education, Experience, and Qualifications: Bachelors Degree in Liberal Arts, Business Administration or related area or equivalent Seven (7) or more years of applied experience in Risk Management/Claims. Knowledge and Skills: The ability to analyze, interpret and create contracts, review and evaluate insurance coverage and exclusions is required. Strong oral presentation and written skills, proficiency in Microsoft Word, Excel, and Power Point and CS STARS or equivalent risk management system is required.
Jurist Doctorate may be substituted for three (3) years of applied experience. At NJ TRANSIT you will enjoy a competitive salary and excellent benefit package : Comprehensive Family Health Insurance - Medical, Prescription, Dental, Vision Flexible Spending Account Life Insurance Paid Leave 401(a), 401(b), 401(k) Retirement Plans - up to 9% employer contribution Tuition Assistance Commuter Benefits At NJ TRANSIT we support and depend upon the diversity of our staff. NJ TRANSIT is an Equal Opportunity Employer.
personal risk management solutions according to their client's unique circumstances. In your career at Payne West , you'll be given constant support, with a hands-on training program, consistent feedback and development, and work alongside driven and passionate sales professionals.
We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the spirit. Our colleagues don't stop short of excellence and are compelled to do what's best for their clients, colleagues and communities. What You'll Be Doing Work with customers and carriers to handle incoming service requests. We will count on you to inform, educate, and make
recommendations to clients, carriers and underwriters. Manage new and renewal insurance marketing: including negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
Analysis : You can determine acceptability and placement of coverage and also provide customers with insurance coverage recommendations for improved or additional coverage. Update customer information: Ensure account data is accurately captured, entered and maintained in our agency management system. Up sell & cross sell: work with your colleagues to find and follow-through on up-sell and cross-sell opportunities. Customer
service: ensure that you and your designated sales and service team provide effective and efficient customer service.
Plus (the fine print): you'll follow organization policies and procedures, sales and service standards and established workflows. You'll ensure quality control through proper file documentation and maintenance. You'll maintain confidentiality and be an all-around awesome member of our team. Who We're Looking For You're a client service advocate. You're passionate about delivering an exceptional level of customer service and support. You're ready to throw all stereotypes of " insurance" out the window and challenge the status-quo.
You're smart. You understand business and people. You're good with people, even on the tough days. You're team oriented. You maintain positive relationships with your colleagues-and you enjoy it. You're that person everyone can depend on to pay attention to details, to make deadlines, to be accurate and complete when interacting clients, colleagues and carriers. You love to learn. You're earnest about improving and pursuing professional development. You can adapt- because our industry changes constantly and so do the needs of our clients. You're good at staying on your toes. You're ready for a meaningful change.
No more corporate vanilla structure for you. (Yes, an insurance company really just said that. ) You embrace our core values: accountability, balance, excellence, integrity, respect and humanity. The Perks: We take pride in providing our colleagues with a competitive compensation package; we will honor all local and state salary thresholds. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Additionally, this position may be eligible for performance-based incentives, annual profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs.
Decisions will be determined on a case-by-case basis. About us: We are excited to be a part of the Marsh Mc Lennan Agency family, an organization with people that share our same values. They are high performing, culturally oriented, and community driven. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
capabilities, strategically cross-selling products aligned with clients' needs and introducing technical specialists, as required, to attain and retain the business.
Job Responsibilities: Commercial Business Development Communicate with potential clients to provide quote proposals.
Conduct thorough needs analysis/risk backssment to uncover prospects/clients' unique coverage needs. Provide consultative advice in key risk areas. Review current policy lists to identify account rounding/cross selling opportunities. Identify and close potential cross-sell opportunities. Client Management Maintain consistent/high quality touch points by phone and face to face with clients. Champion
the proper advocacy of claims. Participate in stewardship meetings. Support Client Management team in identifying and closing rounding opportunities. Account Management Collaborate with account managers to create and maintain client account files.
Insurance Policy Management Proactively develop relationships with company commercial lending team to create a seamless process for providing policy quotes to new and current clients. Pipeline Management Identify prospects for business from existing and prospective clients. Develop new relationships with individuals responsible for insurance and risk management decisions. Obtain referral leads from existing clients. Identify and pursue cross-selling
opportunities. Participate and take leadership roles in targeted community and professional associations.
Job Requirements: Bachelor's Degree in Business, Accounting, Finance or related discipline preferred; Active P&C insurance license with a minimum of two years' experience as a commercial lines sales producer; Experience in the following market sectors preferred: real estate development, construction, industrial property, and multi-family dwellings; Experience working with Applied Epic preferred; Professional designations such as Chartered Property Casualty Underwriter (CPCU), Associate in Risk Management (ARM), and Certified Insurance Counselor (CIC) preferred; Proven track record of successful pipeline development, delivery of effective sales strategies and reputation as a client-centric sales professional; Ability to identify and leverage essential information and think in a critical and logical manner.
Computer and technical proficiency; Excellent written and verbal communication skills; Detail oriented with the ability to prioritize and multitask. Requirement: Full vaccination against COVID-19 is required as a condition of employment, unless a legally required exception applies. Columbia Bank and its affiliates is an Equal Opportunity Employer Affirmative Action Employer/Males/Females/Protected Veterans/Individuals with Disabilities PDN-9a22e4aa-d79d-4acc-a02f-c377efd46ec9
in the self-storage industry, and given our number of tenants, we may very well be the world's largest landlord. We've experienced unprecedented growth over the past four decades, and it's in no small part due to the dedicated team that has helped us become an S&P 500 industry leader, the country's largest real estate investment trust (REIT), and the most recognizable name in self-storage.
We currently have an exciting opportunity for a Property & Casualty Insurance Manager to be based out of our corporate office in Glendale, CA reporting to the Senior Vice President of Risk Management. The Property & Casualty Insurance Manager manages the insurance claims process for corporate-wide property,
casualty, and automobile liability and other related insurance plans. The selected candidate will foster and maintain relationships with third party administrators (TPA); develop, train and monitor internal claims handling policies and procedures; develop monthly reports to management; review contracts and certificates of insurance for compliance; and manage staff of up to two employees.
-KEY RESPONSIBILITIES Administer and supervise the claims functions of the risk management program for the Company including corporate-wide property, casualty, automobile liability and other corporate risks, to ensure effective and timely claims processing. Report applicable claims to TPA and work closely
with TPA until resolution. Review appropriateness of reserve levels.
Follow up for information required from field to adjust claim. Track property and liability losses against TPA loss runs, provide monthly reports and updates on open claims. Develop guidelines and procedures for incident reporting and claims handling. Approve payments and denials to claimants. Monitor service provided by TPA. Oversee annual issuance of certificates of insurance by broker. Review lease and loan documents for insurance requirements and order necessary Certificates of Insurance. Review vendor certificates of insurance for compliance with Master Service Agreements. Coordinate and participate in bi-annual Claims Review Meetings.
Work with Legal Department on litigated claims and provide with appropriate documentation as required. Review Legal Litigation Payment Logs and Invoices Monthly and provide to TPA for Logging. Coordinate with Facilities and Manage process for Vendor related tenant claims. Supervise Subrogation Claims Adjuster - review and analyze claims with adjuster, maintain Subrogation logs and prepare reports for management. Support to DMs, RMs, RVPs and field personnel with training and support of claims handling process and procedure. Prepare and analyze reports on monthly and quarterly basis.
Evaluate trends to support loss prevention. Attend monthly P&L Meeting. Review TPA and other vendor billings for accuracy. Compensationn Base Pay Range: $105,000 - $120,000n Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Base pay is one part of our total awards approach to compensation which is provided to compensate and recognize employees for their work, and this role may be eligible for additional discretionary bonuses or incentives.
estate transactions. Underwrites transactions of varying complexity (generally carry total bank commitments " TCE" up to $30MM). Completes annual reviews, performs financial statement analysis and completes global debt service calculations. Essential Job Functions: Underwrites business banking and commercial department loan requests with total credit exposure (TCE) up to $30MM.
Performs annual reviews, financial spreads and global debt service calculations. Ensures loan requests are underwritten consistently and in accordance with the Bank's credit policies, procedures and standards. Manages assigned credit transactions, ensuring the loan requests are handled efficiently
and processed in a timely manner, consistent with the Bank's standards. Communicates with lenders, credit officers and management regarding specifics concerning approved and declined loans.
Tracks, monitors, and reports activity on loan applications and decisions, including maintaining a record of loan applications received and booked. Maintains the independence of the underwriting function and the recommendation of the initial credit risk rating. Regularly exercises discretion and judgment in the performance of essential job functions. Maintains good punctuality and attendance to work. Follows Bank policy, procedures and guidelines. Knowledge, Skills & Abilities: Knowledge of
general financial and banking principles. Knowledge of bank regulations related to the Office of Foreign Asset Control, the Bank Secrecy Act, the Anti-Money Laundering Act, and the USA PATRIOT Act.
Ability to communicate effective both verbally and in writing. Ability to demonstrate strong credit skills. Ability to demonstrate effective customer service skills. Ability to maintain confidentiality. Ability to demonstrate attention to detail, accuracy and thoroughness in work product. Ability to maintain focus and concentration in a fast-paced environment. Ability to work evenings and weekends as necessary. Skill in using computer and Microsoft Office, including Word, Excel and Outlook.
Equipment Used in Job Performance/Working Environment: Computer Telephone Multi-function device Major Job Demands (Physical/Mental): Decision-making Problem-solving Note: This description is not an exhaustive list of all job functions, duties, skills and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. Position Requirements: Basic Qualifications: Bachelor degree in related field, or commensurate work experience, required. Minimum of one (1) year of credit underwriting, financial analysis/management and/or lending work experience required, preferably including: commercial and industrial; owner-occupied commercial real estate; accounts receivable/inventory; and commercial and residential 'For Sale' and 'Income' properties.
Formal commercial credit training either from a bank management training program or external provider, such as RMA or Omega, preferred. Bank OZK is an equal opportunity employer and give consideration for employment to qualified applicants without regard to race, color, religion, interaction, national origin, age, interactionual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law.
Member FDIC.
