of at least $550,000. This position will give you the opportunity to work remotely from your home, however you will need to be readily available to come into the office when requested. Essential Duties and Responsibilities: Independently manage a book of business of key clients and serve as a subject matter expert/advisor for all aspects of managing the accounts of assigned clients.
Possess superior product knowledge and know specific products offered by the agency's carriers. Keep up to date on insurance policy forms, coverage, rates, and underwriting appetite for insurance companies through bulletins and online communications. Expertly explain policy coverages and recommend additions/changes
to client? s insurance programs. Promptly respond to policy coverage related questions. Investigate and resolve issues of significance for client Handle elevated complaints from clients Prepare and deliver stewardship reports to include risk mitigation efforts such as claims analysis and loss trends; experience mod analysis and trends; and other information to help with predictive modeling.
Oversee the renewal process and coordinate setting strategy with the client, Sales Executive, and Marketing. Ensure timely renewal of all policies. Direct client service requests to the Account Manager, to include the issuance of proofs of insurance and processing of change requests, in accordance
with agency guidelines, workflows and standards. Identify opportunities to cross-sell and up-sell in partnership with the Sales Executive by determining which products best meet clients?
needs Maintain client files within the agency management system for file documentation according to established workflow and procedures. Participate in interviewing and hiring decisions Participate in seminars and other training and continuing education sessions to maintain required licenses and designations, skill and leadership development, and those aimed at avoiding potential errors and omissions situations. Core Competencies: Be able to perform all essential duties and responsibilities of the position with minimal supervision.
Be a team player and display resourcefulness to find win-win solutions for our clients, insurance companies, and agency. Set a high standard for client service. Effectively communicate with clients, Sales Executives, underwriters, and other team members in a concise and articulate manner. Be a good listener. Be able to independently conduct business analysis and interpret reports. Possess ability to professionally deal with conflict and resolve problems. Exhibit a personal commitment to continuous professional development including insurance knowledge and risk management skills.
Education/Experience: Proficient in Microsoft Office Suite with experience working in an agency management system preferred. Demonstrate expertise in coverages, underwriting, rating and risk management. Demonstrate in-depth knowledge of commercial insurance policy coverage to effectively manage, service, and retain clients. A proficient knowledge of insurance markets is essential. Possess the ability to identify insurance coverage gaps and make recommendations for additional policies when appropriate. High School Diploma; College Degree Preferred in addition to 10+ year?
s insurance agency experience. Certificates and Licenses: Hold at least one insurance designation (CIC, AAI, ACSR, CISR). Job Type: Full-time Pay: $55,000.00 - $65,000.00 per week Benefits: 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Schedule: Monday to Friday Supplemental Pay: Bonus pay Work Location: Remote
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity
to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more
experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 1+ year of experience interacting with people, demonstrated through work, military, or education Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work weekends and holidays as needed or scheduled This position is not eligible for Visa sponsorship Posting Location(s): 1795 S Main St HARRISONBURG, VA 22801-2730 Posting End Date: 2 Feb 2024 Job posting may come down early due to volume of applicants.
We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9abb68ab-82aa-4c4e-84f0-39514de18200
