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Job Title: Claims Representative
Department: Safety & Loss Control
Reports To: Director of Safety & Loss Control
FLSA Status: Non-exempt
Job Code: Admin II
Summary: Analyzes workers compensation claims and associated reports. Monitors high risk/high value claims and investigates irregularities or concerns regarding the claims. Provide updated status reports on a monthly basis for all Pinnacol and Travelers clients. Provide updated status reports for NAICO claims on a quarterly basis.
Secondary to this role, administer information from clients by phone and email in order to process insurance claims; works with clients, adjusters, and Producers and Account Managers on claims status, problems and questions.
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Job Title: Commercial Lines Account Coordinator
Department: Commercial Lines
Reports To: Customer Relations Manager
FLSA Status: Non-exempt
Job Code: Coordinator
Summary The Account Coordinator assists the Account Executive or Account Manager 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: Commercial Lines Account Coordinator
Department: Commercial Lines
Reports To: Customer Relations Manager
FLSA Status: Non-exempt
Job Code: Coordinator
Summary The Bilingual (Spanish) Account Coordinator assists the Account Executive or Account Manager 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: Insurance Agent
Reports To: Sales Manager
FLSA Status: Exempt
Job Code: Producer - Salaried
Summary The Insurance Agent aggressively 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: Insurance Agent
Reports To: Sales Manager
FLSA Status: Exempt
Job Code: Producer - Salaried
Summary The Insurance Agent aggressively 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: Insurance Agent
Reports To: Managing Director, Profit Center Leader, or President
FLSA Status: Exempt
Job Code: Producer - Salaried
Summary The Insurance Agent aggressively 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: Commercial Lines Account Coordinator
Department: Commercial Lines
Reports To: Commercial Lines Account Executive
FLSA Status: Non-exempt
Job Code: Coordinator
Summary The Account Coordinator assists the Account Executive or Account Manager 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: Insurance Agent
Reports To: Managing Director, Profit Center Leader, or President
FLSA Status: Exempt
Job Code: Producer - Salaried
Summary The Insurance Agent aggressively 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: Commercial Lines Account Coordinator
Department: Commercial Lines
Reports To: Commercial Lines Account Executive
FLSA Status: Non-exempt
Job Code: Coordinator
Summary The Account Coordinator assists the Account Executive or Account Manager 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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Summary Responsible for supporting regional and corporate initiatives through coordination with various agencies within their designated region. They would also be responsible for management of interfaces between sales and internal marketing resources.
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Job Title: Account Executive
Department: Commercial Lines
Reports To: Operations Leader or CL Manager
FLSA Status: Exempt
Job Code: Account Executive
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: Director of Personal Lines
Department: Personal Lines
Reports To: Southern Region Director
FLSA Status: Exempt
Job Code: Manager
Summary Increases Personal Lines sales through direct sales efforts and by leading and directing all Agency personal lines sales and service operations with the collaboration of Managing Directors and staff.
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Job Title: Intern/Student Coop/Trainee
Department: Any
Reports To: Profit Center Leader
FLSA Status: Non-exempt
Job Code: Admin I
Summary Responsible for assisting the Account Managers, Account Executives, Producers, and/or Department Manager by performing the following duties.
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Job Title: Summer Intern
Department: Retirement
Reports To: Vice President
FLSA Status: Non-exempt
Summary Responsible for assisting the Department Manager by performing the following duties.
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Job Title: Intern/Student Coop/Trainee
Department: Any
Reports To: Coastal PL Team Leader
FLSA Status: Non-exempt
Job Code: Admin I
Summary Responsible for assisting the Account Managers, Account Executives, Producers, and/or Department Manager by performing the following duties.
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Job Title: EB Account Executive
Department: Employee Benefits
Reports To: or Vice President
FLSA Status: Exempt
Job Code: Account Executive
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: Payroll Administrator
Department: Human Resources
Reports To: Human Resources Manager
FLSA Status: Non-Exempt
Job Code: Admin II
Summary
The Payroll Administrator performs and oversees all activities necessary to process one or more payrolls. Ensures calculations, withholding and deductions associated with payrolls are processed in accordance with State, Federal, and local laws and regulations. Designs, produces and maintains all department training materials. Generates, prepares and reviews stock and ad-hoc payroll related reports. Ensures payroll records are accurate and conveys matters of concern or interest to the HR Manager or CFO. Leads by example and assists with training of team members. Communicates professionally and maintains confidentiality, while handling sensitive situations. Adheres to the highest standard of professional integrity and work values, while performing duties. UltiPro experience is a must.
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Job Title: Intern/Student Coop/Trainee
Department: Any
Reports To: Profit Center Leader
FLSA Status: Non-exempt
Job Code: Admin I
Summary Responsible for assisting the Account Managers, Account Executives, Producers, and/or Department Manager by performing the following duties.
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Job Title: Account Executive
Department: Commercial Lines
Reports To: Operations Leader or CL Manager
FLSA Status: Exempt
Job Code: Account Executive
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: PL Account Manager
Department: Personal Lines
Reports To: PL Account Executive or Team Leader
FLSA Status: Non-exempt
Job Code: Account Manager
Summary The Personal Lines Account Manager 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 Manager provides customer service by handling the day to day operations of clients' insurance needs.
The Account Manager will work with the Producer and Account Executive to design and recommend proper insurance and risk management services to clients.