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Job Title: Sales Executive
Reports to: Agency President
FLSA Status: Exempt
Job Code:
SA12SEEE Sales Executive – Employee Benefits
Summary The Sales Executive is a new Producer or a Producer that does not have a book of business. Typically paid a salary plus commission. The Sales Executive solicits and sells insurance products and services to existing and new business; maintains an existing book of business; expands book of business; enhances the public image of the Agency by proactively performing the following duties.
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Job Title: Receptionist
Department: Administration
Reports to: Office Manager
FLSA Status: Non-exempt
Job Code: AD13RE2N
Summary Operates multi-line telephone system to answer incoming calls and directs callers to appropriate personnel by performing the following duties.
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Job Title: Account Representative - CL
Department: Commercial Lines
Reports to: Account Executive - CL
FLSA Status: Non-Exempt
Job Code: CL13ARPN
Summary: The Account Representative is responsible for providing sales support at the direction of the Account Executive. The Account Representative provides customer service by handling the day to day operations of clients' insurance needs. The Account Representative works will work with the Producer, Senior Account Executive, and Account Executive to design proper insurance and risk management services for clients.
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Job Title: Sales Executive
Reports to: Agency President
FLSA Status: Exempt
Job Code:
SA12SEPE Sales Executive – Personal Lines
Summary The Sales Executive is a new Producer or a Producer that does not have a book of business. Typically paid a salary plus commission. The Sales Executive solicits and sells insurance products and services to existing and new business; maintains an existing book of business; expands book of business; enhances the public image of the Agency by proactively performing the following duties.
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Overview:
Job Title: Mergers and Acquisitions Analyst
Department: Accounting
Reports To: Director of Mergers & Acquisitions
FLSA Status: Exempt
Job Code: Accounting & Finance
Overview
AssuredPartners Inc. is a portfolio company of New York-based private equity firm Apax Partners. AssuredPartners acquires and invests in insurance brokerage businesses (property and casualty, employee benefits, surety and MGA/wholesalers) across the United States and in London. Since its founding in March of 2011, AssuredPartners has grown to approximately $1.1 billion in annualized revenue and is one of the fastest growing insurance brokerage firms in the United States with over 200 offices in 30 states, Canada and London. Since 2011, AssuredPartners has acquired more than 190 insurance agencies.
The M&A Analyst will be an integral part of the deal team and will support all parts of the transaction evaluation process, including due diligence, valuation and internal transaction approval. This position provides significant exposure to senior management and executives.
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Job Title: Account Executive - CL
Department: Commercial Lines
Reports to: Producer - CL
FLSA Status: Exempt
Job Code: CL12AEXE
Summary The Account Executive will provide a high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. Duties include assisting in selling, direct selling, marketing, and customer service in coordination with other Agency personnel.
The Account Executive has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Account Executive will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities.
The Account Executive is responsible for assisting clients with service needs and making changes to existing accounts. The Account Executive will work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.
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Job Title: Accounting Manager
Reports to: Agency Vice President
FLSA Status: Exempt
Job Code: FI09MACE
Summary: Leadership position responsible for managing the unit accounting operations and related accounts receivables, company and vendor payables and other general ledger accounts specifically assigned.
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Job Title: Employee BenefitsCompliance Analyst
Department: Compliance
Reports To: GC / VP, Compliance
FLSA Status: Non-Exempt
Summary
This position is responsible for planning, prioritizing and organizing compliance tasks for clients including: Policy and Plan Document Coordination, Non-Discrimination Testing, Form 5500 and SAR Preparation, Health Care Reform compliance, another health and welfare compliance needs.
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Job Title: Production Analyst
Department: Operations
Reports to: Production Department Supervisor
FLSA Status: Exempt
Summary
This position is responsible for process development, production processes and various operation functions. The position will analyze system requirements, procedures, and problems to automate or improve existing systems, and review computer system capabilities and workflow.
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Job Title: Account Executive - CL
Department: Commercial Lines
Reports to: Team Leader - CL
FLSA Status: Exempt
Job Code: CL12AEXE
Summary The Account Executive will provide a high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. Duties include assisting in selling, direct selling, marketing, and customer service in coordination with other Agency personnel.
The Account Executive has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Account Executive will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities.
The Account Executive is responsible for assisting clients with service needs and making changes to existing accounts. The Account Executive will work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.
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Job Title: Bilingual Account Coordinator - CL
Department: Commercial Lines
Reports to: Customer Service Manager
FLSA Status: Non-exempt
Job Code: CL14ACRN
Summary The Account Coordinator assists the Account Executive or Account Representative and other department personnel by processing work associated with insurance accounts, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.
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Job Title: Account Coordinator - CL
Department: Commercial Lines
Reports to: Customer Service Manager
FLSA Status: Non-exempt
Job Code: CL14ACRN
Summary The Account Coordinator assists the Account Executive or Account Representative and other department personnel by processing work associated with insurance accounts, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.
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Job Title: Sales Administrative Assistant
Department: Administration
Reports to: Sales Executive Team Leader
FLSA Status: Non-exempt
Job Code: AD13SAAN
Summary The Sales Administrative Assistant schedules appointments for PL, CL, and EB sales executives.
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Job Title: Account Representative - PL
Department: Personal Lines
Reports to: Team Leader
FLSA Status: Non-exempt
Job Code: PL13ARPN
Summary The Account Representative is responsible for providing sales support at the direction of the Producer or Account Executive. This includes assisting in selling and marketing in coordination with all Agency personnel involved in new or existing business. This is not a direct sales position.
In addition, the Account Representative provides customer service by handling the day to day operations of clients' insurance needs.
The Account Representative will work with the Producer and Account Executive to design and recommend proper insurance and risk management services to clients.
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Job Title: Insurance Service Intern
Department: Administration
Reports to: Office Manager
FLSA Status: Non-exempt
Job Code: AD14INTN
Summary Responsible for assisting administrative, service, or sales personnel by performing the following duties.
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Job Title: Intern
Department: Administration
Reports to: Office Manager
FLSA Status: Non-exempt
Job Code: AD14INTN
Summary Responsible for assisting administrative, service, or sales personnel by performing the following duties.
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Job Title: Account Representative - EB
Department: Employee Benefits
Reports to: Account Executive - EB
FLSA Status: Non-Exempt
Job Code: EB13ARPN
Summary: The Account Representative will work collaboratively with the Account Executive and the Producer as the dedicated point of contact for clients.
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Job Title: Account Coordinator - EB
Department: Employee Benefits
Reports to: Account Executive - EB
FLSA Status: Non-exempt
Job Code: EB13ARPN
Summary The Account Coordinator will provide sales support at the direction of the Account Executives and Producers and is responsible for securing quotes, compiling the necessary data and creating the marketing presentations.
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Job Title: Account Coordinator - CL
Department: Commercial Lines
Reports to: Account Executive - CL
FLSA Status: Non-exempt
Job Code: CL14ACRN
Summary The Account Coordinator assists the Account Executive or Account Representative and other department personnel by processing work associated with insurance accounts, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.
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Job Title: Account Representative - CL
Department: Commercial Lines
Reports to: Account Executive - CL
FLSA Status: Non-Exempt
Job Code: CL13ARPN
Summary:
Hall & Company, a commercial insurance agency located in Poulsbo that specializes in Professional Liability Insurance for Design Professionals, is seeking an energetic, detail-oriented, Account Manager to join our team. At Hall & Company we believe in “hard work” and “teamwork”. Hard work means we want to be "of service" to our clients and are willing to focus our attention to meeting their needs.
Hall & Company’s Account Managers provide a supporting role for the Production Team by providing customer service to the insureds that have policies issued by Hall & Company. The Account Manager is responsible for helping to solidify client relationships. This is achieved by effectively providing accurate information during the quoting process, assisting with invoice processing and policy issuance, as well as identifying and providing assistance with cross sell opportunities of additional products to clients.
Communication is key as questions arise on how things can be best accomplished when working to serve our clients most effectively. Decisiveness, excellent verbal and reasoning problem solving skills, and a high capacity for processing information will assist the Account Manager in excelling in our collaborative environment that encourages growth and opportunity.