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POPULAR
Senior Insurance Strategist
1
Senior Insurance Strategist
San Diego, CA
Dec 06, 2023

requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Build relationships and initiate new sales in assigned territories.

Sales includes selling estate, business, charitable and life insurance concepts and ideas with Financial Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting those advisors through the life insurance underwriting process once the sale is made. This includes designing cases, understanding advanced life insurance concepts, providing product recommendations, utilizing

advanced marketing tools, and presenting life insurance concepts at various locations within the assigned territory. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job.

Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.1. Provides support to Director, Vice President, and/or Senior Vice President of Sales and assigned Firms.2. Spends time outside the office working face to face with producers to build insurance business.3. Assists in producing needs analysis, sales proposals and sales illustrations; coordinates marketing seminars, maintains sales database;

assists in producing and implementing marketing programs (e.

g. promotional mailings, advertising campaigns, cross-selling efforts, etc. ); corresponds with current and new Advisors to answer inquiries and resolve problems; ensures applications are processed and verifies issued contracts prior to distribution to Advisors and policy holders.4. Possess a clear understanding and knowledge of our wire house firms, their requirements and Crump supporting role within their systems.5. Understand and be able to explain to any Advisor how life insurance products work, the differences between product types and the advantages of owning life insurance.6. Help the Advisor identify the sales opportunities and give them direction and assistance in selling the appropriate life insurance product.

Be able to move and motivate the Advisor to take action on the proposed plan.7. Provide details on products and solutions, including estate planning (including transfer tax calculations and life insurance taxation issues), insurance planning (including how to handle 1035 exchanges, loans, explanation of insurance forms and how to determine the need and amount of coverage needed), and deferred compensation (i. e. using life insurance as a retirement supplement and asset leveraging concepts) to financial advisor.8.

Communicate in writing or over the phone in a professional and effective manner to the Advisor and the client.9. Coordinate and present at training sessions and key meetings.10. Coordinate within the Crump Sales and business development teams within the territory11. Interface with support staff for the completion and placement of life insurance with clients QUALIFICATIONS Required Qualifications: 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.1.

Effective interpersonal and written communication skills2. Ability to provide excellent customer service to both internal and external customers3. Effective time management skills4. Ability to prioritize and accomplish multiple tasks simultaneously5. Capable of working independently as well as in a team environment6. Ability to work in a self-directed fashion7. Experience with PC's in a Windows environment8. Demonstrated proficiency in basic computer applications such as Microsoft Office software products9. Ability to analyze problems and develop solutions10.

Ability to communicate with individuals at all levels of the organization11. Bachelor's degree or equivalent education, training and work-related experience12. Must possess and maintain appropriate FINRA registrations (e. g. Series 6 and 63)13. Life, Health & Accident active license14. Three years of direct life insurance selling experience in the field directly with clients and/or five years of handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform15. Proven experience and ability to explain estate planning (including transfer tax calculations and life insurance taxation issues), insurance planning (including how to handle 1035 exchanges, loans, explanation of insurance forms and how to determine the need and amount of coverage needed), and deferred compensation (i.

e. using life insurance as a retirement supplement and asset leveraging concepts) to a financial advisor)16. Ability to develop complete understanding of the underwriting process Preferred Qualifications: 1. Advanced designations, such as JD, CFP, CLU, and other industry credentials This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Crump Life Insurance supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, interactionual orientation, gender identity, disability, veteran status or other classification protected by law. Crump Life Insurance is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify PDN-9ac7a8a3-b6ce-4716-91e8-3825315b7845

POPULAR
Home care nurse- palliative care and pain department
1
Home care nurse- palliative care and pain department
San Diego, CA
Dec 05, 2023

day and works with a high functioning multi-disciplinary team with a great morale. JOB SUMMARY: From an in-home and community setting, evaluates patient medical needs, current functional status, level of care required in the home, and the ability of the Home Care staff and caregiver to provide safe and appropriate care in cooperation with the physician and the family.

Provides backssment, education, and acute nursing care for infant, pediatric, adolescent, caregivers, and young adults in the home setting during intermittent visits. Functions as a pediatric home health resource in all areas of nursing practice and regulatory requirements. Exhibits a comprehensive, intuitive grasp of clinical

situations and utilizes all resources to achieve patient care, department and organizational outcomes. Able to identify limitations of self and/or other clinical staff and access additional resources, as needed.

Requires a commitment to patient/family, development of self and team, and the acquisition of new skills/knowledge. MINIMUM QUALIFICATIONS: Associate's Degree or Nursing Diploma One year of acute pediatric experience Current California RN License Current BLS for Healthcare Providers, issued by AHA Microsoft Office and electronic EMR expertise Keyboard and computer navigation proficiency Valid California Driver's License Proof of Auto Insurance PREFERRED QUALIFICATIONS: Bachelor's

Degree in Acute Care Pediatrics &/or Home Care Three years of experience Certified Public Health Nurse Certified Lactation Educator Professional nursing certification Knowledge of VAD care, home care procedures/equipment Bilingual English/Spanish The current salary range for this position is $54.98 to $80.35 A candidate's placement in the range will be determined based on the terms and conditions of the applicable collective bargaining agreement.

Rady Children's Hospital is committed to being externally competitive and internally equitable. We demonstrate this commitment by reviewing market data to remain competitive within the nonprofit, healthcare sector.

For more details: jobs-search. org/insurance_san-diego-c426442/home-care-nurse-palliative-care-and-pain-department-san-diego_i1949785220

POPULAR
Senior Underwriter, Life Sciences
1
Senior Underwriter, Life Sciences
San Diego, CA
Dec 04, 2023

its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally. Chubb is currently seeking a Commercial Lines Life Sciences Underwriter to join our industry leading Life Sciences practice.

Main responsibilities include: Financial performance, including profit, growth, rate, retention, and identifying cross-sell opportunities, of a book of commercial business consisting of Life Science accounts. Underwrite and negotiate new lines and renewals on a commercial lines portfolio of $7M to $9M in Life Science business. New business production goal of $1.5M

+ annually Responsible for account solicitation, risk selection and analysis (including documentation), pricing and sales of Industry segment coverage products and services for new and existing customers.

Lines of business include commercial package, product liability, automobile, umbrella, workers compensation, and international lines including foreign clinical trial policies for Life Sciences business. Develop and maintain strong relationships with brokers in order to successfully produce, manage and grow our business. Meet with high level client management team (i. e. CFO, COO, Product Development Director) for new and renewal customers and agents and brokers to negotiate coverage,

price, terms and service delivery. Skills and Competencies: Solid knowledge of commercial underwriting with the ability to analyze risks, adhere to underwriting strategies, prioritize the gathering of underwriting data, and clearly communicate a well thought out underwriting approach.

C-Suite level business communication skills, acumen, and professionalism for direct client engagement 7+ years of underwriting experience preferably in Life Sciences. While we would prefer having Life Science experience, the most important attribute is having a strong multiline P&C underwriting background preferably on multiple lines of business with strong interest in working on accounts in the Life Science Industry.

Demonstrated technical expertise and product specific knowledge with experience handling Life Science business is desired. Strong analytical skills including financial analysis Strong interpersonal, communication and negotiation skills. Ability to effectively interact at all levels of with both internal and external business partners to drive results. Strong written and oral communication skills Ability to be creative and adaptable in a changing business environment Sound, balanced, and timely decision-making skills Education and Experience: Seven + years of multi-line underwriting experience is required.

Bachelor's degree preferred or equivalent work experience. (ie STEM, Biology, or Lab work is a plus) Background in underwriting commercial accounts preferred. The pay range for the role is $80,500 to $137,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

Requisition #: 3549176ahf9io63

POPULAR
Claims Examiner - Workers Compensation  California Residents
1
Claims Examiner - Workers Compensation California Residents
San Diego, CA
Nov 15, 2023
POPULAR
Job Description Summary At American Family Insurance Claims
1
Job Description Summary At American Family Insurance Claims
San Diego, CA
Sep 09, 2023
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Material handler
1
Material handler
San Diego, CA
Jul 29, 2023
POPULAR
Learning & Development Manager, Business Insurance- MMA National
1
Learning & Development Manager, Business Insurance- MMA National
San Diego, CA
Jul 26, 2023
POPULAR
It compliance administrator
1
It compliance administrator
San Diego, CA
Jul 23, 2023
POPULAR
Insurance Billing Representative Ii
1
Insurance Billing Representative Ii
San Diego, CA
Jul 11, 2023
POPULAR
National Insurance Sales
1
National Insurance Sales
San Diego, CA
Jul 09, 2023