Job Description:  The High Net Worth Account Executive will handle a book of personal lines insurance consisting of high net worth individuals and families.  The level of personal insurance product expertise and client servicing must be superior, with the ability to manage a total book of business of $4M in Gross Written Premium. 

The High Net Worth Account Executive is the relationship manager of the book.  Their primary function is to round out accounts, write new business and provide any special handling required by the client.  The High Net Worth Account Executive will work closely with their designated CSR to make sure renewals are processed, premiums are collected and the account is marketed in a manner in keeping with the directives set forth by Management. 

Job duties may also include and not limited to the following:

• Take client calls for changes and/or additions to policies
• Discuss coverage issues with clients
• Receive calls from Mortgagees for changes/amendments to policies
• Receive calls from automobile dealers to make changes/amendments to policies
• Provide quotations for automobile, homeowner, umbrella either electronically through Carrier website  or soliciting quotes by phone
• Conduct on site review of potential clients’ current insurance program
• Fulfill new business and rounding business goals
• Prepare proposals of Insurance
• Issue binders of Insurance
• Check policies for accuracy and transmit to client
• Diary activities
• Maintain renewal lists
• Assist the High Net Worth Team with projects and remarketing accounts where necessary

Experience required:

• Excellent Written, Verbal and Presentation Skills
• Minimum five (5) years prior experience as an Account Executive with experience in High Net Worth personal insurance
• Knowledge of Computers Software Programs including but not limited to Word, Excel, Applied (training will be provided if needed.) functions
• Knowledge of the insurance Carriers (Chubb, Fireman’s Fund, AIG Private Client Group)

Educational requirements:

• Minimum College Degree or High Net Worth Personal Lines Experience of five (5) or more years
• Candidate Must be Licensed

Other requirements:

• Ability to travel, Some overnight travel may be required, Some local travel required including Manhattan, Ability to work overtime and attend evening special events

Physical Ability:

• Ability to travel to client site via car and mass transit.
• Ability to conduct basic office procedures.

Salary:  Commensurate  with experience.

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Job Description:  As a part of the CIS Team, you will develop and enhance client relationships by providing exceptional customer service, maintaining and expanding the accounts, and by facilitating relationships between our firm, carriers, and clients.  Responsible for the largest accounts in unit, which consists of a middle market book of business generating approx. $500,000 net income.

Essential Functions:  In this role you will be responsible for, but not limited, to the following job duties:

• Handling the day to day client servicing including processing endorsements and audits, managing loss control, reviewing policies and assist with claims processing
• Managing the renewal process including marketing of account, price and coverage review, preparing renewal presentation and work with insured/broker to resolve any issues including re-negotiating items with underwriters
• Account rounding and cross selling to other divisions
• Working with the Accounting Department to handle collections, resolve NOCs, produce invoices
• Meeting with clients, brokers, consultants and underwriters as required
• Training and supervising  junior staff members
• Assisting manager with special projects

Experience required:

• Mininum 10 years insurance experience with a majority of experience in a brokerage firm
• Knowledge of the insurance carriers, i.e., Chubb, Fireman’s Fund, One Beacon, Hartford, Travelers, AIG
• Ability to lead and direct others, including coaching and performance management
• Flexibility and creativity for developing innovative and customized business solutions
• Strong analytical and problem solving skills
• Strong computer skills, knowledge of Applied systems preferred but will train
• Excellent communication and presentation skills
• Some travel and overtime may be required

Physical Ability:

• Ability to travel to client site via car and mass transit
• Ability to conduct basic office procedures
• Ability to do overnight travel to the west at least once a year.

Salary:  Commensurate with  experience plus  competitive benefits package includes medical, dental, matched 401k plan and more.

Position Available: Immediately

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Job Description:  Working closely with the CIS Management Team, you will develop and enhance client relationships by providing exceptional customer service, maintaining and expanding the accounts, and by facilitating relationships between our firm, carriers, and clients.  Responsible for a middle market book of business.

Essential Functions: 

In this role you will be responsible for, but not limited, to the following job duties:

• Handling the day to day client servicing including processing endorsements and audits, managing loss control, reviewing policies and assist with claims processing
• Managing the renewal process including marketing of account, price and coverage review, preparing renewal presentation and work with insured/broker to resolve any issues including re-negotiating items with underwriters
• Account rounding and cross selling to other divisions
• Working with the Accounting Department to handle collections, resolve NOCs, produce invoices
• Meeting with clients, brokers, consultants and underwriters as required
• Training and supervising  junior staff members
• Assisting manager with special projects

Experience required:

• Minimum 2-3 years insurance experience with a majority of experience in a brokerage firm handling accounts
• Knowledge of the insurance carriers, i.e., Chubb, Fireman’s Fund, One Beacon, Hartford, Travelers, AIG
• Ability to lead and direct others, including coaching and performance management
• Flexibility and creativity for developing innovative and customized business solutions
• Strong analytical and problem solving skills
• Strong computer skills.  Knowledge of Applied systems preferred
• Excellent communication and presentation skills
• Some travel and overtime may be required

Physical Ability:

• Ability to travel to client site via car and mass transit
• Ability to conduct basic office procedures
• Travel may include minimal overnight and airline travel ability

Salary:  Based on experience

Position Available: Immediately

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Provides support and assistance to underwriting department staff. Responsibilities include handling a variety of non-routine policy transactions relating to new business, renewals and endorsements underwriters. Familiar with standard concepts, practices, and procedures in the underwriting discipline.

Position Description:

• Review inspections, contact agent for required information, issue cancellation notices when warranted and review documents for rescission/reinstatements
• Review monthly generated renewal MVR’s and PE renewal applications to ensure compliance with company underwriting guidelines. Contact agent for appropriate information
• Conduct agency audits for compliance issues
• Send underwriting assist memos and appropriate follow-up due to claims handling
• Generate Beacon reports on a monthly basis
• Follow-up on occupancy issues due to return mail
• Generate miscellaneous underwriting monthly reports
• Generate HOP renewal processing and appropriate reports
• Approve and process miscellaneous endorsements and cancellations

Requirements:

• College degree required or licensed Property/Casualty license
• Minimum of 3 years insurance experience required.
• Phone use required 20% to 25% of the work day.
• Must be able to communicate effectively and professionally with company
  personnel and customers, and exhibit technical competence and good judgment.
• In-depth knowledge of underwriting guidelines for the transactions within authority limits (renewals, endorsements, cancellations, etc.). 
• Must have the ability to interpret and execute underwriting instructions accurately; be detail oriented with good follow-through skills.
• Working knowledge of PCs and software applications. Proficient keyboard skills.

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Responsible for providing quality and efficient customer service to customers through the daily management of CSR’s to include hiring , motivating, coaching, training, and problem solving. Additionally, responsible for development, analyses and implementation of staffing, training, and scheduling.  Responsible for direct supervision of the Mailroom Department to insure the timely, accurate mailings, metering, processing, and indexing activities while maintaining company standards.

Position Description:

• Provide daily direction and communication to employees so that customer service calls are answered in a timely, efficient and knowledgeable manner.
•  Provide continual evaluation of processes and procedures. Responsible for suggesting methods to improve area operations, efficiency and service to both internal and external customers
• Organize, analyze and communicate statistical and performance feedback to management. Write and administer performance reviews of staff members to review and discuss all measurable goals and results.
• Insure employees have appropriate training and other resources to perform their jobs. Create and maintain high quality work environment to ensure continual motivation
• Address disciplinary and/or performance problems according to company policy.
• Manage daily operation of customer service to include the development, analyses and implementation of staffing, training, and scheduling. Establish, monitor and measure quality control and productivity standards for customer service, processing, and mailroom activities
• Handle service complaints and inquiries from agents, policyholders and mortgage holders

Requirements:

• College degree required or licensed Property/Casualty license
• Minimum of 5 years insurance experience with 3 years supervisory experience required.
• Excellent written and verbal communication
• Proficiency in Microsoft Office
• Knowledge of rating, underwriting guidelines, policy forms and endorsements, procedures
• Ability to solve problems

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Experienced adjuster responsible for outside adjustment and settlement of all types of first party property losses through proper execution of claim best practices.  This is a field position responsible for territories including Passaic, Bergen, and Hudson counties. 

Position Description:

• Investigate losses by interviewing the insured and examining the damage.  Take statements if necessary.
• Write and prepare damage estimates to determine the fair value of losses within authority.
• Set accurate case reserves in accordance with company procedures and adhere to the established claim adjustment standards, along with individual goals and expectations.
• Prepare a variety of forms pertinent to loss payments and file documentation (i.e. PILR, Proof of Loss, Statement of Loss, Underwriting Assist, etc.)
• Process and record all salvage/subrogation opportunities on all assigned losses.
• Develop and maintain working relationships with vendors in the construction/repair industry.
• Handle third-party liability field investigations as directed.

Requirements:

• College degree preferred
• Must possess 5-7 years of claims experience (homeowners, estimating), along with experience with field automated estimating systems and knowledge of policies/coverage
• Experience with Microsoft Office (Word, Excel) and MS Outlook
• Experience with digital photography

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Summary
Responsible for managing the underwriting/marketing process for their assigned Account Management team.

Essential Duties and Responsibilities:
Underwriting/Marketing Responsibilities:
Track and provide renewal reports to Account Managers within specified time frames. Request census data directly from clients.
Assist in planning marketing strategies and objectives.
Attend strategy meeting and present marketing results to clients.
Request renewals, claims experience and alternative plan designs (in conjunction with assigned Account Manager).
Develop, manage, and send bidding specifications (RFP) to insurance carriers. Manage and complete proposal evaluations within specified time frames.
Compare and contrast competing bidders.
Negotiate quoted premiums with administrators and insurance carriers.
Prepare financial comparisons and premium projections.
Partner with the Account Manager, the Producer, and the Underwriting Dept. Coordinate and complete implementation paperwork for existing clients i.e. applications, disclosure statements, Activity Reports, Sales Logix, etc.
Coordinate and complete implementation paperwork for new groups (50+ lives) that are sold under Model’s General Agency (GA). This task will include the completion of applications, disclosure statements, Activity Reports, Sales Logix, etc.

General Responsibilities:
Interface with the entire Account Management team.
Build and maintain rapport with carriers and administrators .
Research and resolve high level client inquiries in a timely manner.
Enter any and all client related notes in Model’s database in a concise and informative manner.
Attend open enrollment meetings if the client’s assigned Account Manager and/or Benefit Coordinator(s) cannot attend.

Qualifications:
Applicant must have completed 3-5 years in a benefit coordinator position or in a similar capacity.
An advanced knowledge of group insurance and terminology.
Ability to manage multiple tasks simultaneously.
Strong verbal and written communication skills.
Willingness to travel when necessary.
Computer literacy is required including Excel.
Strong analytical skills with attention to detail.
Life, Accident and Health Insurance License (required within first 3 months from date of hire).

Company offers a full benefits package, vacation, sick time.

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Summary
The Benefit Specialist position at our company is one of the most critical jobs within the organization. It is the one position that directly supports the Brokers during the sales phase of the business; then, once the account is sold, assumes complete responsibility for the technical maintenance of the account, as well as the maintenance of an positive relationship between our company and our clients. In order to perform this job successfully, the Benefit Specialist must be extremely organized and very capable of working independently.

Responsibilities Include:

• Provide support to Brokers for client sales presentations.
• RFP
• Enrollments
• Underwriting
• Client relations

It is the responsibility of the Benefit Specialist to effectively complete these tasks utilizing the resources available to them through our company as well as completing continuing education in order to maintain a high level of performance.

Job Requirements

The Benefit Specialist must have 3-5 years of experience in the Insurance field, along with:

• A generalist’s knowledge of Medical, Dental, Life and Disability Insurance.
• A generalist’s knowledge of Pension and Retirement Plans.
• Proficiency with Microsoft Office Suite to include: Word, Excel, Outlook and PowerPoint.
• The ability to interact and communicate with various carriers and vendors through the Internet.
• A willingness to continually upgrade their knowledge and understanding of the Insurance industry.
• Experience delegating and following up with work assignments.

Essential Duties:

• Communicates with Brokers to obtain the name and demographics of potential accounts.
• Contacts carriers through Fax, Mail, or Email to obtain quotes for Medical, Dental, and Life and Disability rates.
• Follows up with carriers to ensure that quotes arrive to coincide with sales Presentations.
• When quotes arrive, analyze to ensure that quotes are complete and match client demographics and their requested services.
• Enter quotes on the Client Spreadsheet.
• Provide Brokers with complete quotes on a timely basis.
• Once the Brokers accept quotes, prepare and/or delegate the preparation of the Sales Presentation.
• Prepare an updated clean copy of Client Spreadsheet.
• Delegate and oversee the binding of Presentations to Sales Representatives.

Our company offers a full benefits package. (including medical, dental, retirement package) Friendly, pleasant atmosphere and an opportunity to grow within the company.

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Summary
Define, develop, test, analyze, and maintain software applications in support of the business requirements.  This includes writing, coding, testing, and analyzing software programs and applications as well as researching, designing, documenting, and modifying software specifications throughout the production life cycle.

Position Description:

• Responsible for the analysis, coding, testing and documentation required to provide production support and enhancements for core insurance applications.  Provide orientation and training as necessary. 
• Share responsibility for monitoring and ensuring successful completion of the daily and monthly batch cycles coordinated with other IT staff members.
• Back up support for the web based entry system used by agencies to submit business.
• Collaborate with other IT staff members and business unit leaders to determine requirements and development of test plans. Establish scope and parameters of systems analysis in order to define outcome criteria and measure-taking actions.
• Troubleshoot, amend and document software errors in a timely and accurate manner.
  Coordinate and perform in-depth tests, including end-user reviews, for modified and new systems, and other post-implementation support.

Requirements:

• College degree preferably in the field of computer science or software engineering, and/or 5 years equivalent work experience.
• Excellent oral and written communication skills with the further ability to communicate ideas in both technical as well as user friendly terms.
• Good project management skills.
• Working technical knowledge of programming languages and operating systems including PICK/BASIC; UNIX/AIX; Coyote.
• Experience with Microsoft products including Office, Solomon, etc

Company offers a full benefits package, vacation, sick time.

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Our company is a leading supplier of office equipment and document management solutions. Our products and services dramatically improve the work flow and productivity of virtually any office, while also helping our clients reduce and/or gain control of related costs.

We are looking for people with a track record in sales – or a strong work ethic and willingness to learn – to join us as an Account Executive in our Moorestown, NJ location. The ideal candidate will have business to business sales experience and have strong sales skills. We expect people on our team to handle their own pipelines from lead-generation to close, but we also have a supportive team environment and shared goals. The people who have had the most success at our company exhibit great consultative selling skills, show strong initiative and desire to succeed, and maintain unquestioned integrity in their dealings with others. They also have deep knowledge of our products and the market and are constantly seeking to improve upon their abilities and results. Successful salespeople at our company hit or exceed their quotas on a regular basis and get rewarded accordingly. We offer first year potential minimum earnings of $50,000 - $60,000, uncapped commissions, car allowance, 401k, medical, dental, vision insurance and a base salary.

Responsibilities:
Consistently meet or exceed monthly revenue and activity goals
Develop and implement successful lead-generation activities
Grow and manage pipeline of active prospects, moving them forward to rapid close
Develop and maintain extensive knowledge about or clients, our market, our company and our products
Handle all aspects of the selling and closing process
Track and report on activities through our sales software and in our weekly sales meetings
Deliver exceptional customer service and maintain strong relationships with clients
Work closely and cooperatively with others on the team
Maintain the highest levels of ethics and professionalism

Qualifications:
Many types of people have been successful at our company. However, we believe the following experiences and capabilities would qualify someone for this position:
High degree of initiative and self-motivation and a strong desire to succeed
In-depth experience in business to business sales
Strong knowledge of and interest in document management and work flow processes and challenges
Successful track record in sales, with strong prospecting and closing abilities
Ability to thrive in a small, enthusiastic and dynamic team environment
Exceptional clients skills, with an emphasis on good listening and rapport building
Willingness to learn on the job and a desire to constantly improve
Excellent written and oral communication and presentation skills, with good attention to detail
Experience handling complex projects, time management and prioritizing tasks are a must
Strong work ethic and professional maturity
Unquestioned integrity and ethics

Territory available:
Salem, Cumberland, Gloucester, Camden, Burlington, Cape May and Atlantic Counties. Account Executive from Atlantic and Cape May Counties will not have to report to Moorestown everyday, they will work out a schedule and have field days/ call days (in office).

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