Location: Coral Gables, FL
Company: Morgan White Group
basis by evaluating and resolving policy issues. To perform the job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Answers or returns calls to resolve customer issues by following standard operating procedures. Guarantees quality and timeliness of processes by reviewing procedures and ensuring checks and balances are in place to meet service standards and departmental guidelines. Processes premium payments including credit card payments as
needed. Reviews bank reporting daily to identify incoming Verifies daily premiums received against premiums applied and updates changes in the Life Admin system accordingly.
Implements policy changes including reinstatements, beneficiary designations, ownership changes, bank assignments, and address and email changes for both policy holders and agents. Processes Death and Critical Illness Claims including UL Surrenders, UL policy loans, return of premium benefits and classification changes. Serves as a primary backup to the International Life Business Manager. Assists Life Business Manager with other projects and analysis as needed. Processes Life Commissions bi-monthly and provides necessary
backup to the Commissions Department. Prepares any necessary Audit or Actuarial support for policy activity related to premiums and claims.
Performs other duties as assigned by the General Manager as needed. EXPERIENCE AND EDUCATION REQUIREMENTS: Must be fully bilingual in English and Spanish with ability to speak fluently as well as read and write effectively in both languages. High School Diploma or GED required. Bachelor's degree pre Must have a basic knowledge of commonly used concepts, practices, and procedures within the life insurance industry. Must have previous experience in insurance industry; 5-7 years preferred. Must have a professional approach to work with excellent time management and prioritization skills.
The preferred candidate will also have Loma Courses or any other life Insurance Courses (Preferred only). Excellent customer service skills or 5+ years working within a service environment Ability to self-Manage workload and meeting deadlines. M u st have excellent organizational, prioritizing and time management skills. Must be proficient with MS Office at an intermediate level Ability to work cross culturally; experience in Latin American market preferred, Exceptional rapport building and interpersonal skills. WORKING ENVIRONMENT: This position uses sound business practices and considers operating processes, market trends, and political and cultural flow of the international market when making decisions.
The individual in this position must be able to consider the cost of doing business against the benefits un all decision-making decisions. Must be able to perform in an extremely high paced environment and professionally handle interruptions. Must have the ability to work under minimal supervision. Must be able to prioritize projects, work multiple projects simultaneously, and meet project deadlines. Must possess excellent problem-solving skills and have keen attention to details.
Must demonstrate strong written and verbal communication, interpersonal, and relationship building skills. Must be able to manage stressful situations appropriately. Must keep confidentiality and privacy in every aspect of the job. JOB ESSENTIAL REQUIREMENTS: The following are job functions that an employee must be capable of performing with or without reasonable accommodation. Must have basic typing skills Must be able to work as scheduled. Must possess sight and hearing senses or use prosthetics that will enable these senses to function adequately so that the requirements of the position as stated above can be fully met.
Must be able to bend, stretch, reach, and sit or stand at a desk during 85% of the workday. Must be able to lift, stoop, and carry small equipment items and supplies, possibly weighing up to 20lbs. Morgan White Group will reasonably accommodate qualified individuals with a disability so that they can perform the essential functions of a job, unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to Morgan White Group.
MWG is an Equal Opportunity Employer, committed to the principles of the EEOC. All employment decisions are based upon each person's qualifications, abilities, and performance. Our company works to provide an environment where human dignity prevails and all employees and applicants for employment receive equal consideration and fair treatment, without regard to race, color, religion, age, interaction, national origin, disability status, genetics, protected veteran status, interactionual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
the following position in our NYC office. RESPONSIBILITIES: Be part of a collaborative team. Work with a wide range of clients. Provide innovative solutions to drive operational excellence as a core attribute throughout CSS. Continually maintain and refresh staff development plans and talent maps ensuring regular reviews.
Build strong relationships with stakeholders in broking, broking support, and regional offices Participate in and/or lead the charge for new automation for our clients. Measure performance for clients using messaging and provide regular feedback to them and the CSS client teams on those accounts. Establish clear goals and targets for implementing inbound messaging with
clients. Lead regional team of technicians working to test and implement inbound messaging. QUALIFICATIONS: BA/BS degree in finance, economics, or other business-related areas.
At least 5+ years of applicable experience. Analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment. Electronic messaging experience in Insurance or Reinsurance. Proficiency in Excel and Microsoft office. Previous experience managing or directing others work. Writing and communication skills. Consultative and sales skills a plus. 1. ) Please elaborate candidate's Electronic messaging experience in Insurance or Reinsurance 2. ) Please
provide the link to candidates Linked In profile: 3. ) What is the candidates work authorization status?
4. ) What is the candidates highest level of education? 5. ) Has the candidate applied or been interviewed for any role with this company in the past? If so, please provide details. 6. ) What is the candidates desired total compensation? (Please specify base salary mission/bonus expectation) 7. ) Where is the candidate located? If candidate is not near the job location, please explain relocation plan in detail (e. g. timeline, relocating with family, selling/buying property)
answering questions, and resolving issues that may arise. The Commercial Lines Account Manager will work closely with the sales team to understand client and prospect needs, submit coverage specifications, obtain quotes from potential carriers, and negotiate/secure the best carrier coverage.
The role offers a competitive salary, attractive benefits and a flexible hybrid work style of 3 days in the office and 2 days from home. Pay Range: $85,000 - $110,000 DOE Responsibilities: Manage accounts, including coordinating services, answering questions, and resolving problems Work closely with the sales team to understand client and prospect needs Submit coverage specifications and obtain
quotes from potential carriers for new and renewal business Maintain accounts/policies Research and resolve any coverage issues, audit issues, or billing discrepancies Support new and existing clients with any inquiries Negotiate and secure the best carrier coverage based on clients' needs Remarket accounts in construction, servicing restaurants and servicing them Requirements: At least 3 years of experience in Commercial Insurance Experience as a Commercial Lines Account Executive is preferred Must hold a Property/Casualty License Experience with construction, restaurants, habitational commercial real estate customer types Experience working with AMS360 is preferred Bachelor's degree
is preferred Benefits: BCBS Health Insurance - 60% coverage for employee Group life insurance 401k with 3% match Vacation/PTO/Sick - 2 weeks Paid holidays - 7 or 8 with 2 floating holidays Incentive program for commercial lines Holiday bonus If you're looking for a challenging but rewarding career, apply for this position today!
#INDOPS #LI-POST #LI-HYBRID
U. S. economy with our goal to reach Real Zero carbon emissions from our operations by 2045 while improving customer affordability and reliability. Are you interested in creating a cleaner environment for future generations? Join our world-class, innovative team today.
Position Specific Description The Senior Insurance Auditor will be based in our Juno Beach office and will report to the Chief Compliance Officer of Palms Insurance and will conduct financial, operational, and compliance audits and advisory projects across all areas of our business. This challenging position will provide consultative support to business partners to identify solutions to address audit findings, and opportunities
for control improvements with the objective of mitigating risk and improving financial and operational performance. Audit areas may include Accounting, IT, Finance, Operations, Claims, and TPA.
Responsibilities will also include advising management on creating/updating process narratives, and flowcharts, performing walkthroughs, control testing, updating deficiency reports, providing control updates to management periodically, documenting action plans, and assisting process owners on ways to improve their processes and working with external auditors as required. The role requires a strong insurance and financial mindset, ability to build good working relationships with process owners
and management, effective communication skills and ability to multi-task when required.
Bachelor's degree in Accounting (or similar major), experience with insurance audit processes, procedures and methodologies and insurance carrier or broker experience. In turn for your hard work and excellent audit performance, we provide competitive pay/benefits, work life balance and opportunities for advancement across the organization. Job Overview Employees in this position contribute to audit and controls consultation projects by identifying and documenting risk exposure, processes and controls related to insurance, providing controls recommendations and best practices, and also testing manual and systematic controls.
Employees document audit results in work papers and report audit results to Management. Job Duties & Responsibilities Establish an insurance audit framework/charter, including evaluating internal processes and controls, meeting audit objectives within a scheduled time frame Create audit guidelines, questionnaires, and report templates to be utilized in all audits to maintain consistency Conduct or oversee Finance, Claims, Compliance, Operations, IT/Data Security & Retention, OFAC compliance Recommends process improvements Communicates verbally and in writing, with coworkers, Management, and customers Recommend process improvements Assist in the presentation of verbal and written audit reports to Management Partner with Next Era Internal Audit team.
Performs other job-related duties as assigned Job Overview This job Identifies, evaluates, and improves the effectiveness of company governance, risk management, and financial reporting controls and operational efficiencies. Job Duties & Responsibilities Oversees and directs a team of internal auditors responsible for multiple audits, SOX control testing and related reporting Meets and consults with business unit management on audit related matters Advises and provides insight to Executive Management on related audit findings Presents Audit Committee with an independent appraisal of the adequacy and effectiveness of the company's system of internal controls Performs other job-related duties as assigned Required Qualifications High School Grad / GEDBachelor's or Equivalent ExperienceExperience:10+ yearsSupervisor/Management Experience:5+ years Preferred Qualifications Certified Public Accountant (CPA)Master's Degree Employee Group: Exempt Employee Type: Full Time Job Category: Audit Organization: Palms Management Services, LLC Relocation Provided: Yes, if applicable Next Era Energy is an Equal Opportunity Employer.
Qualified applicants are considered for employment without regard to race, color, age, national origin, religion, marital status, interaction, interactionual orientation, gender identity, gender expression, genetics, disability, protected veteran status or any other basis prohibited by law. We are committed to a diverse and inclusive workplace. Next Era Energy and provides reasonable accommodation in its application and selection process for qualified individuals, including accommodations related to compliance with conditional job offer requirements, consistent with federal, state, and local laws.
Supporting medical or religious documentation will be required where applicable and permitted by applicable law. To request a reasonable accommodation, please send an e-mail to , providing your name, telephone number and the best time for us to reach you. Alternatively, you may call -xyz X. Please do not use this line to inquire about your application status. Next Era Energy will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
Next Era Energy does not accept any unsolicited resumes or referrals from any third-party recruiting firms or agencies. Please see our for more information. #LI-FB1 PDN-99de5da5-edc-0c3edf69d9f3
Mail/Calendar Soft Skill requirements (team fit/personality requirements) Exceptional Organizational Skills Able to Multi-task Strong Communication Skills Able to build and maintain strong working relationships1.
) Has the candidate applied or been interviewed for any role with this company in the past?
If so, please provide details. 2. ) Where is the candidate located? If candidate is not near the job location, please explain relocation plan in detail (e. g. timeline, relocating with family, selling/buying property) 3. ) What is the candidates desired total compensation? (Please specify base salary mission/bonus expectation) 4. ) Please provide the link to candidates Linked In
profile: 5. ) What is the candidates highest level of education? 6. ) What is the candidates work authorization status? 7. ) Is the candidate open and willing to travel upto 50% of time?
8. ) Please elaborate on the candidate's CAPPS programming knowledge and experience. Skills Intermediate Microsoft office skills Excel - Pivot Tables; Formulas Power Point - Able to edit or create Power Point Outlook Mail/Calendar Soft Skill requirements (team fit/personality requirements) Exceptional Organizational Skills Able to Multi-task Strong Communication Skills Able to build and maintain strong working relationships.
the following position in our NYC office. RESPONSIBILITIES: Be part of a collaborative team. Work with a wide range of clients. Provide innovative solutions to drive operational excellence as a core attribute throughout CSS. Continually maintain and refresh staff development plans and talent maps ensuring regular reviews.
Build strong relationships with stakeholders in broking, broking support, and regional offices Participate in and/or lead the charge for new automation for our clients. Measure performance for clients using messaging and provide regular feedback to them and the CSS client teams on those accounts. Establish clear goals and targets for implementing inbound messaging with
clients. Lead regional team of technicians working to test and implement inbound messaging. QUALIFICATIONS: BA/BS degree in finance, economics, or other business-related areas.
At least 5+ years of applicable experience. Analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment. Electronic messaging experience in Insurance or Reinsurance. Proficiency in Excel and Microsoft office. Previous experience managing or directing others work. Writing and communication skills. Consultative and sales skills a plus. 1. ) Please elaborate candidate's Electronic messaging experience in Insurance or Reinsurance 2. ) Please
provide the link to candidates Linked In profile: 3. ) What is the candidates work authorization status?
4. ) What is the candidates highest level of education? 5. ) Has the candidate applied or been interviewed for any role with this company in the past? If so, please provide details. 6. ) What is the candidates desired total compensation? (Please specify base salary mission/bonus expectation) 7. ) Where is the candidate located? If candidate is not near the job location, please explain relocation plan in detail (e. g. timeline, relocating with family, selling/buying property)
answering questions, and resolving issues that may arise. The Commercial Lines Account Manager will work closely with the sales team to understand client and prospect needs, submit coverage specifications, obtain quotes from potential carriers, and negotiate/secure the best carrier coverage.
The role offers a competitive salary, attractive benefits and a flexible hybrid work style of 3 days in the office and 2 days from home. Pay Range: $85,000 - $110,000 DOE Responsibilities: Manage accounts, including coordinating services, answering questions, and resolving problems Work closely with the sales team to understand client and prospect needs Submit coverage specifications and obtain
quotes from potential carriers for new and renewal business Maintain accounts/policies Research and resolve any coverage issues, audit issues, or billing discrepancies Support new and existing clients with any inquiries Negotiate and secure the best carrier coverage based on clients' needs Remarket accounts in construction, servicing restaurants and servicing them Requirements: At least 3 years of experience in Commercial Insurance Experience as a Commercial Lines Account Executive is preferred Must hold a Property/Casualty License Experience with construction, restaurants, habitational commercial real estate customer types Experience working with AMS360 is preferred Bachelor's degree
is preferred Benefits: BCBS Health Insurance - 60% coverage for employee Group life insurance 401k with 3% match Vacation/PTO/Sick - 2 weeks Paid holidays - 7 or 8 with 2 floating holidays Incentive program for commercial lines Holiday bonus If you're looking for a challenging but rewarding career, apply for this position today!
#INDOPS #LI-POST #LI-HYBRID
U. S. economy with our goal to reach Real Zero carbon emissions from our operations by 2045 while improving customer affordability and reliability. Are you interested in creating a cleaner environment for future generations? Join our world-class, innovative team today.
Position Specific Description The Senior Insurance Auditor will be based in our Juno Beach office and will report to the Chief Compliance Officer of Palms Insurance and will conduct financial, operational, and compliance audits and advisory projects across all areas of our business. This challenging position will provide consultative support to business partners to identify solutions to address audit findings, and opportunities
for control improvements with the objective of mitigating risk and improving financial and operational performance. Audit areas may include Accounting, IT, Finance, Operations, Claims, and TPA.
Responsibilities will also include advising management on creating/updating process narratives, and flowcharts, performing walkthroughs, control testing, updating deficiency reports, providing control updates to management periodically, documenting action plans, and assisting process owners on ways to improve their processes and working with external auditors as required. The role requires a strong insurance and financial mindset, ability to build good working relationships with process owners
and management, effective communication skills and ability to multi-task when required.
Bachelor's degree in Accounting (or similar major), experience with insurance audit processes, procedures and methodologies and insurance carrier or broker experience. In turn for your hard work and excellent audit performance, we provide competitive pay/benefits, work life balance and opportunities for advancement across the organization. Job Overview Employees in this position contribute to audit and controls consultation projects by identifying and documenting risk exposure, processes and controls related to insurance, providing controls recommendations and best practices, and also testing manual and systematic controls.
Employees document audit results in work papers and report audit results to Management. Job Duties & Responsibilities Establish an insurance audit framework/charter, including evaluating internal processes and controls, meeting audit objectives within a scheduled time frame Create audit guidelines, questionnaires, and report templates to be utilized in all audits to maintain consistency Conduct or oversee Finance, Claims, Compliance, Operations, IT/Data Security & Retention, OFAC compliance Recommends process improvements Communicates verbally and in writing, with coworkers, Management, and customers Recommend process improvements Assist in the presentation of verbal and written audit reports to Management Partner with Next Era Internal Audit team.
Performs other job-related duties as assigned Job Overview This job Identifies, evaluates, and improves the effectiveness of company governance, risk management, and financial reporting controls and operational efficiencies. Job Duties & Responsibilities Oversees and directs a team of internal auditors responsible for multiple audits, SOX control testing and related reporting Meets and consults with business unit management on audit related matters Advises and provides insight to Executive Management on related audit findings Presents Audit Committee with an independent appraisal of the adequacy and effectiveness of the company's system of internal controls Performs other job-related duties as assigned Required Qualifications High School Grad / GEDBachelor's or Equivalent ExperienceExperience:10+ yearsSupervisor/Management Experience:5+ years Preferred Qualifications Certified Public Accountant (CPA)Master's Degree Employee Group: Exempt Employee Type: Full Time Job Category: Audit Organization: Palms Management Services, LLC Relocation Provided: Yes, if applicable Next Era Energy is an Equal Opportunity Employer.
Qualified applicants are considered for employment without regard to race, color, age, national origin, religion, marital status, interaction, interactionual orientation, gender identity, gender expression, genetics, disability, protected veteran status or any other basis prohibited by law. We are committed to a diverse and inclusive workplace. Next Era Energy and provides reasonable accommodation in its application and selection process for qualified individuals, including accommodations related to compliance with conditional job offer requirements, consistent with federal, state, and local laws.
Supporting medical or religious documentation will be required where applicable and permitted by applicable law. To request a reasonable accommodation, please send an e-mail to , providing your name, telephone number and the best time for us to reach you. Alternatively, you may call -xyz X. Please do not use this line to inquire about your application status. Next Era Energy will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
Next Era Energy does not accept any unsolicited resumes or referrals from any third-party recruiting firms or agencies. Please see our for more information. #LI-FB1 PDN-99de5da5-edc-0c3edf69d9f3
Mail/Calendar Soft Skill requirements (team fit/personality requirements) Exceptional Organizational Skills Able to Multi-task Strong Communication Skills Able to build and maintain strong working relationships1.
) Has the candidate applied or been interviewed for any role with this company in the past?
If so, please provide details. 2. ) Where is the candidate located? If candidate is not near the job location, please explain relocation plan in detail (e. g. timeline, relocating with family, selling/buying property) 3. ) What is the candidates desired total compensation? (Please specify base salary mission/bonus expectation) 4. ) Please provide the link to candidates Linked In
profile: 5. ) What is the candidates highest level of education? 6. ) What is the candidates work authorization status? 7. ) Is the candidate open and willing to travel upto 50% of time?
8. ) Please elaborate on the candidate's CAPPS programming knowledge and experience. Skills Intermediate Microsoft office skills Excel - Pivot Tables; Formulas Power Point - Able to edit or create Power Point Outlook Mail/Calendar Soft Skill requirements (team fit/personality requirements) Exceptional Organizational Skills Able to Multi-task Strong Communication Skills Able to build and maintain strong working relationships.
individuals who value opportunity, mentoring and a chance to stand out. We are looking to add Personal Lines Account Managers to our team! In this role, you will engage and service new and existing clients with our industry-leading client relationships management process.
The successful candidate will possess: 220 or 440 license Problem solving aptitude An interest in continuous learning Passion for client engagement Ability to analyze market trends and apply to the client relationship 3+ years previous inside PL account management experience Excellent verbal and written communication skills College degree preferred Proficiency in Microsoft Suite Knowledge of AMS360 a plus Bilingual English/Spanish
a plus As a Personal Lines Account Manager at SBIR, you will be joining a team who thrive on constant learning and enjoy the freedom to exercise personal initiative, while working collaboratively, when desired.
We provide the tools and knowledge necessary to deliver high quality solutions and positive results for clients. Your role on the team will include overseeing new and renewal business, managing the marketing and binding process, fielding coverage questions, responding to claims concerns, and identifying coverage opportunities. If you are looking for a company that provides you with a chance to stand out, stand up and grow, while working and playing hard, wed love to hear from you
-- Setnor Byer Insurance & Risk. What we offer Competitive compensation with bonus potential Generous medical, dental and vision package 401K with a rich company match Life Insurance Short-term disability Rich paid time-off Paid holidays Flex start times Continuing education assistance Catered Lunches Monthly Massages Charitable matching Pet adoption reimbursement On-site gym Plus extra surprise rewards
