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Job Title: Account Coordinator - Wholesale
Department: Commercial Lines
Reports to: Account Executive - Wholesale
FLSA Status: Non-exempt
Job Code: WH14ACRN
Customer Service Representative Job Description. Wholesale Trucking Insurance Agency. Candidate must possess strong skills with Microsoft Office/Excel. Will be required to process insurance applications from insurance brokers and update existing policy records. Process submissions and quotes. Heavy contact with underwriters and brokers. This entry-level position requires strong attention to detail and the ability to communicate with insurance company underwriters and specifics to brokers who may have limited knowledge of the trucking insurance specialty. We expect to provide through training to our successful candidate due to the specialized nature of the position. Insurance experience preferred but not required.
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Job Title: Account Coordinator - PL
Department: Personal Lines
Reports To: Account Executive - PL
FLSA Status: Non-exempt
Job Code: PL14ACRN
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: 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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Provide full life cycle recruiting support to the recruitment team with duties that include sourcing, screening, interviewing, recommending placement of staff and intern program recruiting. She/he will be conducting research, engagement (externally with candidates and internally with hiring managers), managing interview logistics and supporting the Organic Growth Team.
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Job Title: Director of Compliance (Employee Benefits)
Department: Compliance
Reports to: GC/VP-Compliance
FLSA Status: Exempt
*** LOCATION: Flexible within an AssuredPartners' office in the Eastern or Central time zones.
Summary:This position will work directly with the Employee Benefits (EB) team’s Vice President of Compliance for our client’scompliance efforts and serve as a resource for compliance and regulatory issues for both local and regional EB-offices. Responsible for planning, prioritizing and organizing health and welfare benefit compliance tasks for clients including: Policy and Plan Document Coordination, Health Care Reform compliance, and other health and welfare compliance needs.
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Job Title: Sales Executive
Reports to: Agency President
FLSA Status: Exempt
Job Code:
SA12SECE Sales Executive – Commercial 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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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:
SA12SECE Sales Executive – Commercial 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.Inside Sales is also an aspect of this position.
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Job Title: Production Analyst (Employee Benefits)
Department: Operations
Reports to: Production Supervisor
FLSA Status: Exempt
SummaryThis 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: Administrative Assistant
Department: Administration
Reports to: Office Manager
FLSA Status: Non-exempt
Job Code: AD13ADAN
Summary
Hall & Company’s Administrative Staff Members provide a supporting role for the Production Team, Account Managers, Insurance Brokers and Adjusters Department, Property Casualty Wholesale Department and Marketing Department. This position is also a fast track position to become a part of our sales production staff. The Administration team is an integral part of the success of Hall and Company’s endeavor to make a 30% profit, grow at 20% a year, and become the nation's largest provider of PLI insurance to A/E firms. They are often the first person at Hall & Company that a client will come in contact with, therefore strict attention to our mission to build a strong and thriving business that puts customers first is critical to the success of this position.
Initiative, sales aptitude, attention to detail and adaptability are keys to success, as the duties of this position frequently change, and interruptions are constant throughout each workday. Organizational awareness, excellent verbal and reasoning problem solving skills, and a high capacity for processing information will allow each Administrative Staff Member to excel in our collaborative environment that encourages growth and opportunity.
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Job Title: Account Executive - EB
Department: Employee Benefits
Reports to: Team Leader - EB
FLSA Status: Exempt
Job Code: EB12AEXE
Summary The Account Executive will work in collaboration with the Producer and the service team and is responsible for the strategic management of client’s employee benefit plans and objectives. The Account Executive is also responsible for developing and maintaining relationships with other internal and external business partners and carriers.
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Job Title: Senior Sales Executive
Reports to: Agency President
FLSA Status: Exempt
Job Code:
SA11SSCE Senior Sales Executive – Commercial Lines
Summary The Senior Sales Executive is a validated Producer with a book of business of less than $500K. This position requires a minimum of $50K in new business revenue production annually. Paid commission only. The Senior 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: 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 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: Insurance Brokerage 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: 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: 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: Account Coordinator - PL
Department: Personal Lines
Reports To: Account Executive - PL
FLSA Status: Non-exempt
Job Code: PL14ACRN
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 - 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.