Manager, Insurance Job Description

Manager, Insurance Job Description

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Manager, insurance provides oversight to day-to-day accounting and operations of order-to-cash and revenue cycle, from invoicing and collections to revenue recognition issues, deal review, and analysis.

Manager, Insurance Duties & Responsibilities

To write an effective manager, insurance job description, begin by listing detailed duties, responsibilities and expectations. We have included manager, insurance job description templates that you can modify and use.

Sample responsibilities for this position include:

Tactical leadership of insurance investigative capability with a particular focus on asset recovery, loss prevention and development of intelligence criminal prosecution of offenders in appropriate cases
Oversee the efforts of multiple client audit engagements in the Insurance industry, with the ability to manage to budget
Prepares Captive Insurance tax cases, including developing the facts, researching the issues, and drafting written memoranda/legal briefs
Execute and support operational compliance processes such as control plan testing, consumer protection code, KYC file reviews, compliance registers (eg
Improving and implementing processes
Enhancement of existing projects
Run client engagements including pre-audit planning for audit engagements
Review client accounting and operating procedures and systems of internal control and conduct audit test which are sufficient in scope to support professional opinions as to the fair representation of client financial statements
Perform workpaper documentation and basic preparation of federal and state income tax returns
Develop accounting worksheets and perform accounting research

Manager, Insurance Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Manager, Insurance

List any licenses or certifications required by the position: CFP, AFP, ISTQB, ISEB, CPA, CFA, CLU, RM, IRDAI, JV

Education for Manager, Insurance

Typically a job would require a certain level of education.

Employers hiring for the manager, insurance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Business, Management, Accounting, Education, Business/Administration, Marketing, Economics, MBA, Graduate

Skills for Manager, Insurance

Desired skills for manager, insurance include:

Generally accepted accounting principles
Statutory accounting principles highly
Excel
Outlook
Word
Insurance
Insurance industry
PowerPoint
Best practices related to revenue cycle operations and day-to-day functionality
CPT and diagnosis coding and Third Party billing regulations

Desired experience for manager, insurance includes:

Over 5 to 10 years in Consumer or Financial Services Marketing, with a strategic focus including experience developing marketing plans
Managing, reviewing and prioritising project work plans to ensure objectives stay on time and on budget
Providing clear leadership, in building and motivating the project team, whilst managing competing priorities
Relevant eperience and certification with PM methodologies, ideally Prince2 or PMBOK
Demonstrated record of successfully delivering end to end projects
Agile experience would be highly regarded

Manager, Insurance Examples

1

Manager, Insurance Job Description

Job Description Example
Our growing company is hiring for a manager, insurance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, insurance
  • Work closely with Insurance Sales Teams by promoting teamwork
  • Proactively assist with the management of the self-insurance and captives programs, including an oversight on the management of claims and loss control activities
  • Support local subsidiaries to ensure implementation plans are in place to meet global insurance goals
  • Deliver timely strategic and operational insurance reporting
  • Assists Engagement Principal in developing project work plans and scheduling associated project deliverables
  • Complies with Firm policies and procedures
  • Leads a small staff of 2-3
  • Coordinates audit research, responds to audit findings and auditors, and contests findings when necessary
  • Tracks and guarantees remediation of known issues
  • Tracks team performance and service level agreements against volume
Qualifications for manager, insurance
  • Relationship Skills - ability to develop and sustain positive and co-operative working relationships with a broad variety of internal and external stakeholders
  • Communication Skills – superior oral and written communication skills required
  • Some travel and email/telephone use on weekends and nights required
  • Being involved in tenders / responding to customer tenders
  • Must be skilled in the use of a personal computer and specialized software, proficient with new business tracking software and imaging systems
  • Exciting Role!
2

Manager, Insurance Job Description

Job Description Example
Our company is looking for a manager, insurance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for manager, insurance
  • Manage all corporate-wide insurance coverage
  • Coordinate with all internal departments that play a role in the various insurance functions, and develop and oversee appropriate training for these units
  • Work closely with internal departments advising on insurance risk matters
  • Manage all claims and work closely with the Legal department, as appropriate, to review, comment and help negotiate contract and lease provisions related to insurance
  • Establish, oversee, and manage any such programs, including management of claims and loss control activities, management of relationships with third party service providers including brokers, insurers and other TPAs, preparing loss analyses and budgets, identifying exposures, recommending solutions, implementing approved programs, promoting loss prevention, updating and monitoring compliance with insurance procedures
  • Evaluate company insurance programs and ensure coverage and limits are consistent with exposure
  • Coordinate annual renewal of insurance policies with a broker to ensure proper coverage at competitive rates
  • Coordinate proper distribution of insurance certificates and interpretation of contract language with the broker
  • Participation in Management Meetings & in the development of service standards and process/workflow
  • Adhere & manage to compliance requirements, workflows and procedures
Qualifications for manager, insurance
  • Knowledge of highline and exotic vehicles
  • Provide regular reports to relevant senior management
  • A minimum of 5 years of current audit experience in a public accounting firm or a large professional services firm is required
  • Requires 4-10 years prior accounting experience preferably in an internal or external financial audit role
  • CPA license in good standing highly preferred
  • Consideration of any platform Badge partner impacts and ensure these activities are completed for the relevant badge services
3

Manager, Insurance Job Description

Job Description Example
Our growing company is looking to fill the role of manager, insurance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for manager, insurance
  • Responsible for managing the internal and external requests for certificates of insurance, letters of credit and auto ID cards
  • Manages organization of the Corporate Insurance and Risk Management Share Point website
  • Communicates insurance coverages and Risk Management policies and procedures to internal stakeholders (Law Department, Procurement, Real Estate, etc)
  • Reviews and negotiates contracts to ensure compatibility with in-force insurance arrangements and Company guidelines
  • Compile and validate global risk exposure data including sales, payrolls, property values, business interruption, headcount, vehicles
  • Responsible for determining the risk selection at the account level for underwriting concessions of both group and individual product lines
  • Partner with Actuarial in evaluating underperforming product experience in determined accounts on an annual (or other determined time frame) basis
  • Must understand group and individual product lines on an in-depth nature
  • Work with the Sales Organization and Account Management in evaluating business opportunities that may require risk and underwriting guidelines that fall outside our normal product guidelines
  • Ensure all claims and notices are duly reported and coordinate defense and resolution with agent/carrier
Qualifications for manager, insurance
  • Relationship Management of external insurers to ensure contractual obligations and SLAs are met
  • Reviewing changes to policy terms or PDS disclosure for external insurers
  • Identifying impacts of regulatory change and work with various business and Risk Management Group teams to ensure products remain compliant and competitive
  • Assist in various product management initiatives to enhance client and adviser satisfaction
  • Support all platform insurance related projects as subject matter expert
  • Incident management / oversight – assist with initial response and tracking of incident through to completion
4

Manager, Insurance Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of manager, insurance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for manager, insurance
  • Responsible for the life of loan monitoring of loans in a Flood Zone including insurance tracking and force placement
  • Understand issues of high complexity regarding number of structures encumbered to a loan and its insurance requirements
  • Responsible for the data integrity of flood insurance tracking across systems and 3rd party vendors
  • An ability to understand and articulate business and strategy, in financial and non-financial terms to a wide group of senior stakeholders, both orally and in writing
  • Expert level analytical skills, understanding business context and commercial markets to translate into strategy and planning
  • Coordinate and attend loss control visits internally and with insurers, and follow-up to ensure a timely reply to any loss control recommendations that may be made as a result of the visits
  • Identify and communicate risk management issues to Segment Management and Corporate Management as appropriate
  • Regularly present Risk Management progress to Executive Team
  • Assists with claims coverage analysis when requested
  • Manages global surety bond program both procuring surety capacity and overseeing ongoing administration of the bonds when issued (including reporting and cancellation of expired bonds
Qualifications for manager, insurance
  • Credit heavy and corporate experience a MUST
  • Experience in the FIG industry, including familiarity with the regulatory and accounting frameworks a plus
  • Create clear project functional and non-functional requirements based on industry trends, market needs, and customer requirements
  • Present currently available features and product strategy to customers, partners, industry analysts, and other company departments via speaking engagements, webinars, and customer visits
  • Research innovative approaches to solving problems while keeping up to date on market, competitor, and technology developments
  • Coordinate with the Sales, Services, Support, Partners, Marketing, Product Development, and other Product Management departments to successful release delivery and adoption
5

Manager, Insurance Job Description

Job Description Example
Our company is growing rapidly and is hiring for a manager, insurance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for manager, insurance
  • Captive Insurance Management
  • Review contracts and agreements for appropriate risk allocation and insurance terms
  • Supports the evaluation of the purchase of insurance the renewal process
  • Create marketing plans to position HPA Services as a top tier provider of automation to the insurance industry
  • Research and identify automation opportunities (processes) for the insurance market
  • Strengthen HPA Service packaging and messaging targeting the insurance industry
  • Develop HPA Service marketing and sales presentations targeting the insurance industry
  • Own and manage process improvement initiatives including integration with process partners and other business functions
  • Support development of communication materials, internal and external to team
  • Create project governance artifacts for reviews (tollgates/change requests) and ensure adherence to all guidelines & procedures
Qualifications for manager, insurance
  • Provide technical input to retail and group insurance operations processes
  • 7+ years of fixed income investment experience in Portfolio Management, with a focus on Financial Institutions/Insurance sector
  • 10+ years of application product management experience in the Insurance industry
  • 5+ years of experience in CRM (Sales, Service, and/or Marketing) business applications
  • Advanced Insurance Designation (such as CIC, CPCU, CRM)
  • Expertise in the affluent market

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