Commercial Insurance Resume Samples

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J Friesen

Johnny

Friesen

1789 Sporer Overpass

Philadelphia

+1 (555) 811 9596

1789 Sporer Overpass

Philadelphia

Phone

p +1 (555) 811 9596

Experience Experience

Houston, TX

Commercial Insurance

Houston, TX

Torp and Sons

Houston, TX

Commercial Insurance

Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
Reviews new business opportunity information and provides related recommendations to Unit Manager/Account Executive
Provides information regarding products and services, such as components of MIC coverages that are in existing policies (i.e. False Pretense, Comprehensive, Collision, etc)
Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations
Assist Underwriting Teams (i.e. endorsement processing)
Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance

Boston, MA

Account Coordinator Commercial Insurance

Boston, MA

Daniel and Sons

Boston, MA

Account Coordinator Commercial Insurance

Performing various other duties as directed by Department Manager
Provide ongoing service support to clients
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time
Developing knowledge of clients operations and risk exposures
Assisting in the reviewing of claims and managing the client issues around claims handling
Creating daily/monthly premium bordereaux reports
Cross-selling and expanding the existing insurance programs with our clients; developing and managing client relationships in order to increase penetration sales and cultivate new business opportunities

present

Chicago, IL

Territory Manager, Commercial Insurance

Chicago, IL

Labadie LLC

present

Chicago, IL

Territory Manager, Commercial Insurance

present

Effectively executes Liberty Mutual’s best practices like coordinating and participating in agency reviews and applying call preparation methods, analyzing agency specific data and providing analysis and assessment of sales results for assigned group of agents
Maintains agency suspect list for assigned territory and utilized the list to Prospect and appoint qualified agents to generate growth opportunities. Participates in industry organizations and reviews relevant publications to keep abreast of marketplace changes
Performs other duties as assigned
Working knowledge of claims, loss prevention, underwriting, administration and sales operations
Monitor assigned agency results, establish proactive outbound call plan and respond to inbound inquiries from agents
Create strategies toward achieving sales objectives and territory management
Achieves Written Premium, Loss Ratio and retention results for specific territories throughout the company

Education Education

Bachelor’s Degree in Professionalism

University of Cincinnati

Bachelor’s Degree in Professionalism

Skills Skills

Excellent verbal and written communication abilities
Strong phone communication skills
Customer focus oriented with professional, courteous, respectful demeanor
Strong PC and data entry skills
Commitment to the overall success of the team through excellent attendance, contribution and attitude
Ability to multi-task in a fast paced environment
Demonstrates effective follow up skills

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Client Services Specialist Commercial Insurance Resume Examples & Samples

Possess a College Degree with a minimum of 8 years’ relevant experience
Experience with servicing large, loss sensitive casualty experience a must including but not limited to large deductibles, captives, SIR’s
Experience with large property programs, including builders risk preferred
Pro-active
Ability to develop and maintain positive business relationships
Demonstrate strong knowledge of Insurance industry
Solid computer skills, particularly Excel and Word

Commercial Insurance Business Accounts Manager Resume Examples & Samples

Negotiate underwriting and pricing authority with our insurance companies and take responsibility for the proper management of these authorities
Hire, train, and manage the employees who will implement the underwriting and pricing authority
Work with insurance companies to develop insurance products and services that can be marketed through the Business Accounts Unit
Coordinate and direct all activities of the Business Accounts Unit
Establish and maintain the procedures for the Business Accounts Unit
Keep abreast of all new developments in the business accounts marketplace by attending seminars and company meetings
With the assistance and direction of the Commercial Insurance Manager, develop and maintain commercial lines company relationships
Assume other duties as required
Bachelor's degree and two years management experience or equivalent education and related training
Ability to experience limited travel
Problem solving ability and negotiating skills
Appropriate insurance license

Vertical Account Manager Commercial Insurance Resume Examples & Samples

Bachelor's degree in business-related major or statistics or related experience
Excellent project management and analytical skills
Minimum 5+ years of Insurance Marketing experience at the Insurance Carrier or Marketing Agency level a plus
Excellent skills with Excel, PowerPoint and Word; SAS skills a plus
Outstanding written and oral communication skills
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Experience in selling strategic marketing solutions to the Property and Casualty and Life Insurance industry2
Experience in selling P&C and Life Insurance marketing solutions in the marketing disciplines of consumer lead generation, cross selling and retention
Strong knowledge and experience in selling consumer insurance marketing data solutions
Experience in selling complex marketing analytic services in the areas of profiling, segmentation, modeling and campaign results studies within consumer insurance marketing applications

Account Coordinator Commercial Insurance Resume Examples & Samples

Developing knowledge of clients operations and risk exposures
Handle inbound and outbound calls for new business clients
Provide ongoing service support to clients
Support all processing of client documentation, including policy creation and invoicing in Aon host systems
Gaining and maintaining a thorough understanding and knowledge of available Aon resources and solutions, and match those to client business requirements
Managing and overseeing the 120 day Renewal Process including preparing the renewal report, presenting to client for approval, obtaining the binding order, and reviewing policy documentation and delivering to client in a timely manner
Assisting in the reviewing of claims and managing the client issues around claims handling
Cross-selling and expanding the existing insurance programs with our clients; developing and managing client relationships in order to increase penetration sales and cultivate new business opportunities
Ensure that agreed service level standards are met
Ensuring full understanding of all Aon Facilities, including wordings, endorsements, limits, etc
Entering client information into Xpress/AuMine
Entering client and insurer information in an accurate and timely manner
Creating daily/monthly premium bordereaux reports
Creating daily/monthly lineage entries
Ensuring full monthly reconciliation is done between Xpress/AuMine billings and bordereaux reports
Escalating, as required, complex/difficult customer complaints or inquiries to the appropriate team leader
Performing various other duties as directed by Department Manager
RIBO license desired
Minimum 2-3 years commercial/personal lines insurance experience
CIP, FCIP & CRM desirable
Bilingual – written and verbal an asset
General Knowledge of all areas of general insurance coverage
Strong customer service orientation and interpersonal skills
Good presentation and interpersonal skills
Strong analytical, mathematical, decision making and negotiating skills
Proficient computer skills in : MS Word, Excel and Microsoft Outlook
Committed team player
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time

Commercial Insurance Brokers Urgently Required Resume Examples & Samples

Senior Corporate Brokers
Business Development Executives
Account Handlers

Commercial Insurance Account Specialist Resume Examples & Samples

Minimum two years insurance experience preferred
New York Brokers License or willingness to obtain and take additional insurance courses
Product expertise in professional liability, employment practices liability and/or directors & officers liability preferred, but not required
Strong verbal and written communication skills and analytical abilities required
Proficient in Microsoft Excel, Word and PowerPoint – intermediate to expert user level preferred
Strong organizational skills required
Technical/ detail oriented
Ability to organize, prioritize, monitor and control work flow deadlines and be flexible
Team oriented self-starter with ability to organize, prioritize, monitor and control work flow deadlines and be flexible
Be energetic/ have a proven sense of urgency

Underwriting Manager, Commercial Insurance Resume Examples & Samples

Supervise the day-to-day underwriting operations by establishing priorities, scheduling and assigning work, adjusting schedules when necessary to meet completion dates, and assisting others with resolving complex problems while ensuring adherence to underwriting standards and objectives. Conduct underwriting audits and other technical quality review programs
Analyze qualitative and quantitative data prepared by underwriters and uses letters of authority to provide approval for risk selection and acceptance, coverage, and price. Recommend creative alternatives in regards to rating plans, coverages, and payment plans
Actively manages team to deliver timely, high quality and profitable products and services to assigned agents. Hire and train team members. Use the objective setting and performance evaluation processes to ensure employees understand the expectations, receive regular feedback, have professional development plans and are appropriately rewarded. Deal decisively with performance and/or conduct issues using the performance management process
Develop and maintain effective business relationships with internal and external clients in order to attract, develop and retain profitable business for assigned book of business. Interpret, explain and market all products and services. May interact frequently with brokers and/or agents
Participate with senior management in department and business unit-wide initiatives around product development, processes, underwriting policy and strategy; recommend/implement changes to improve productivity, profitability, growth and the quality of assigned book of business
Analyze quality and quantity of risks underwritten and prepares reports accordingly. Review segment profit/growth results and trends to recommend and implement action plans to produce profitable underwriting results
Bachelor's degree or equivalent training, plus at least 7 years of progressively more responsible property/casualty underwriting and book of business management experience required
CPCU/AU designation highly preferred. Ability to organize, lead and get work done through others; in depth knowledge of insurance, products and marketing techniques, insurance contracts, funding and rating
Advanced analytical skills to interpret business information drawn from multiple sources to make critical account decisions regarding quality of risk
Effective interpersonal skills need to create and expand partnerships with internal and external customers as well as to influence the way business partners think, feel, or behave

Agency Specialist, Commercial Insurance Resume Examples & Samples

Partner with Region Managers and Territory Managers to create strategies toward achieving sales objectives and territory management
Achieves Written Premium, Loss Ratio and retention results for specific territories throughout the company
Utilizes sales tools like salesforce.com to develop tactical sales and communication plans and manage assigned territory, in order to generate expected territory results
Develop and maintain excellent rapport and relationships with agency staff and internal contacts through virtual means like telephone and e-mail as well as periodic agency visits
Monitor assigned agency results, establish proactive outbound call plan and respond to inbound inquiries from agents
Education: Bachelors or equivalent
Experience: 3 years’ experience in Insurance or 5+ years in outside marketing

Recovery Technician, Commercial Insurance Resume Examples & Samples

Develop strong knowledge base of each jurisdiction's SIF/COLA refund requirements
Compile data from multiple systems to submit reimbursement requests for SIF/COLA refunds on State specific forms
Communicate with branch office case managers, policyholders, and state fund representatives
Create a refund card to accurately document refund amounts requested
Post reimbursement request details in the WC electronic claim file
Apply refund checks to the WC claim file and notifies the branch office of when the final recoveries are received
Update files and provide comprehensive reports as required
Bachelor’s Degree or High School Education and 12 months of directly related experience
Good interpersonal, analytical and negotiation abilities required
Knowledge of legal liability, general insurance policy coverage and State Workers Compensation Act
Licensing required in some states

Leave Specialist, Commercial Insurance Resume Examples & Samples

Ensure receipt and appropriateness of medical documentation to support leave determination
Respond to inquiries from customers and their employees
Research and resolve leave-related issues or escalate to next level
Associate's Degree or equivalent experience, plus at least two years' progressively responsible experience in a customer-service environment. Bachelor's Degree preferred
Demonstrated ability to gather/analyze information to make decisions from multiple sources, including: employees, medical providers, federal/state regulations, department policies/procedures, and customer service level agreements
Excellent organizational skills to manage multiple priorities and tasks for a large caseload
Strong written communication skills to accurately and clearly capture case status, actions taken, and decisions made
Ability to work independently and as a member of the team to achieve individual and unit objectives. Ability to think creatively to support business process improvements
Strong computer skills in data entry, basic MS Word, MS Excel, MS Outlook required. Experience in benefits administration or disability claims handling preferred

LMB Claims Practices Analyst Co-op-commercial Insurance Resume Examples & Samples

Perform research and analysis of internal and industry trends, business products, and competition to help determine optimal business solutions
Consult with internal product managers and fellow analysts, as well as receive exposure to senior business managers in formal and informal business settings
Develop an understanding of basic insurance concepts, drivers of business results and how major functional areas of corporations interact
Hone communication and critical thinking skills through preparation of standardized reports, investigative analysis, and presentations
Assist with the strategy development and production of nano-videos that showcase desired cultural attributes
Possess strong technical skills, demonstrating proficiency in Microsoft Office Suite applications (e.g. Word, Excel, Access, PowerPoint, etc.)
Ability to provide information in a clear, concise manner
Ability to build and maintain effective relationships and work in a team environment

Event Marketing Co-op-commercial Insurance Resume Examples & Samples

Assist in the development and execution of event collateral (brochures, postcards, signage, etc.) by engaging creative services on new projects, writing creative briefs, providing design feedback, proofreading materials, and overseeing the production process
Monitor internal social media forums and propose proactive and reactive content
Assist in launching a new Marketing platform for sales teams to order personalized marketing materials, testing/training communications, stakeholder reviews, and materials migration
Work with outside agencies and internal partners to execute tactics of PR campaigns, including the management of current and future PR programs, social media programs, and the development of various media materials
Help build and optimize social marketing programs focused on consumer engagement and improving brand awareness and consideration of Liberty Mutual
Effective interpersonal skills with ability to work both independently and as part of a group
Advanced analytical/problem solving, decision making and research skills
Creative and self-motivated with a strong internal drive to succeed
Possess strong technical skills; Intermediate to advanced level Microsoft Excel skills preferred
Natural curiosity and strong research skills
Knowledge of industry trends and emerging multimedia technologies a plus
Minimum 3.0 cumulative GPA; additional requirements may apply

Senior Account Engineer Commercial Insurance Resume Examples & Samples

Provide an array of property Risk Engineering consultative services to Liberty Mutual property underwriters and their customers, including: technical consultations, on-site property surveys, project specification development, project/plan reviews, and any other service requiring property risk engineering or fire protection expertise
Perform desk-top account reviews to Identify, Evaluate, Qualify, and Quantify risk located throughout the world. Then collaborate with Underwriting to improve Risk Selection decisions in order to achieve profitability
Improve customer satisfaction and demonstrate the value of doing business with Liberty Mutual by Working collaboratively with Underwriting, brokers and customers by assisting in actively acquiring and retaining profitable business, developing customized property risk engineering proposals including list of locations to be surveyed, scope of other technical services and the associated cost of all risk engineering services
Interface with Liberty Mutual Equipment Breakdown (EB) unit to ensure all EB risk engineering services and pressure vessel jurisdictional services are assigned and completed as necessary for each serviced account
Develop, implement and monitor customized Special Servicing Instructions (SSIs) to guide the property risk engineering services being provided on specified accounts
Develop comprehensive Account Reviews for the Underwriter, in accordance with Engineering and Underwriting guidelines, in order to influence positive underwriting decisions and outcomes
Develop and present comprehensive Engineering Service Stewardship reports which serve as a platform to partner and relationship build with key external stakeholders

Underwriting Business Analyst Internship Commercial Insurance Resume Examples & Samples

Help analysts on day to day operational activities including user support, systems troubleshooting, and testing
Focus on specific project work with defined tasks both individually and alongside a group to help with overall strategic initiatives
Review/analyze existing data, draw conclusions and present findings to management
Develop and prepare reports, formal documents and presentations as needed
Build business and professional skills that will prepare you for future leadership positions
Bring great ideas and a fresh point of view to a welcoming team
Minimum 3.0 cumulative GPA. Additional requirements might apply
Undergraduate working towards a Bachelor’s degree in business, finance, economics, mathematics or related major preferred
Possess strong verbal and written communication skills
Experience with Microsoft Office Suite required
Advanced knowledge of Excel (data manipulation, pivot tables, vlookups, etc.)
Ability to multi task and support multiple projects while maintaining strong attention to detail

Underwriting Internship Commercial Insurance Resume Examples & Samples

Currently pursuing a bachelor's degree
Analytical and decision making skills, basic to intermediate level Microsoft Excel skills
Effective interpersonal skills including ability to negotiate successfully
Willingness to complete professional designation(s) and continued insurance education

Customer Experience Business Analyst Co-op-commercial Insurance Resume Examples & Samples

Exploring new data sources to add value to consumers of connected cars and automated vehicles
Assist in identifying and developing tracking methodology for key customer behaviors in order to understand the impact of various strategic eCommerce projects
Monitoring and reporting on the results of initiatives in market, conducting analysis on performance relative to expectations, and making recommendations for enhancements
Effective analytical skills to gather information, analyze facts, and draw conclusions

Payment Specialist, Commercial Insurance Resume Examples & Samples

Gather and calculate financial payment information from customers, claimants, Disability Case Managers (DCM) and vendors. Interpret policy/contract provisions, calculation modes, benefit offset options, and work earnings with direct oversight
Identify and take action on claims with potential for benefits based on other income sources and establish offsets within the system. Document, update and maintain claims accurately in defined tracking system with key dates and outcomes
Create follow-up tasks for claims requiring ongoing payment adjustments or oversight. Collaborate with identified contact (DCM’s, vendors, ASM, etc.) via email and telephone/Lync to resolve issues with support from mentor as needed
With direct oversight, consult with claimants and customers to explain calculations and collection processes. Negotiates settlements and repayment plans while keeping within state and federal debt and collection guidelines
Associate’s degree or equivalent experience, plus at least three years of progressive experience in a financial service- customer centric environment
Strong math/financial skills to verify system-generated benefit calculations and make manual calculations
Ability to identify opportunities to continuous improve and enhance processes within the Financial Services Team by asking why, recognizes trends, and makes suggestions based on findings
Demonstrate accountability for problems and uses available resources to assess problems to identify best solutions
Listen in order to clarify information; sends both written and verbal messages in a clear manner. Asks questions to check for understanding
Promote involvement of others in decision making. Makes constructive contributions during meetings. Ability to work independently and as a member of the team

Claims Representative, Commercial Insurance Resume Examples & Samples

Investigates claim using internal and external resources including speaking with the insured or other involved parties, analysis of reports, researching past claim activity, utilizing evaluation tools to make damage and loss assessments
Extensive and timely direct interaction with Insured's, Claimants, Agent's and Internal Customers
Determines policy coverage through analysis of investigation data and policy terms. Notifies agent and insured of coverage or any issues
Establishes claim reserve requirements and makes adjustments, as necessary, during the processing of the claims. Determines and negotiates settlement amount for damages claimed within assigned authority limits
Writes simple to moderately complex property damage estimates or review auto damage estimates. Takes statements when necessary and works with the Field Appraisal, Subrogation, Special Investigative Unit (SIU) as appropriate
Maintains accurate and current claim file/damage documentation and diaries throughout the life cycle of claim cases to ensure proper tracking and handling consistent with established guidelines and expectations
Alerts Unit Leader to the possibility of fraud or subrogation potential for claims being processed
Bachelor’s Degree preferred. High school diploma or equivalent required
1-2 years of experience. Claims handling skills preferred
Strong customer service and technology skills
Able to navigate multiple systems, strong organizational and communication skills
License may be required in multiple states by state law

Equipment Breakdown Engineer Commercial Insurance Resume Examples & Samples

Knowledge, skills and experience in boiler and pressure vessel inspections, service planning and delivery, risk assessment, risk analysis, solutions management and progress measurement. Fully effective interpersonal, writing and other communication skills required to develop and maintain relationships with customers, peers, and industry contacts
Ability to work closely with Claims and Underwriting
Position requires regular travel

Territory Manager, Commercial Insurance Resume Examples & Samples

Leads and manages agency management process for assigned territory to meet overall territorial and regional financial objectives. Participates in regional STP, ADP, and agency planning process. Responsible for development, implementation and monitoring of agency territorial strategy with AVP/RVP. Responsible for the coordinating and leading the agency review process. Gathers relevant data and prepares required exhibits with the assistance of agency management team (underwriting, agency interface, customer accounting loss control, claims, etc.) Responsible for development of actionable agency management account plans with agency management team (e.g. aggressive growth plans and rehab plans, and termination plans). Refers rehab plans and large/strategic agency action plans to AVP Agency Management/RVP. Prioritizes service/resource allocation to assigned agents based on action plans, agency needs and relative agency importance. Executes agency plan and frequently monitors company's and agencies' progress relative to plan. Pro-actively develops and executes appropriate next steps if agency account objectives are not met. Recommends termination of consistently unprofitable agents to AVP Agency Management/RVP
Oversees assigned agency interactions. Manages individual agency relationships. Communications agency rehab/growth plans to agent. Addresses agency concerns and identifies unmet needs. Gathers feedback on company via agency surveys. Communicates key company marketing and underwriting messages to agents. Communicates company agency benefits and preferred focus/niche areas. Coordinates and/or educates and trains agency staff in company products, marketing programs, underwriting focus, claims, loss control and accounting procedures, etc. Provides company marketing materials and responds to agency product/focus questions. Identifies opportunities for utilization of agency interface and other technology opportunities. Collects data on key agent accounts, potential book rollovers and sponsored marketing opportunities. Supports remainder of agency management team in resolving agency/insured problems "in the field". Participates in insured visits with agency/underwriter/loss control/claims as necessary
Gathers and analyzes competitive data that impact the company's position relative to key competitors (product, price, service, etc.) during agency visits. Communicates relevant agency account and territorial developments to agency management team and AVP/RVP. Prepares periodic updates on territory results and issues for AVP Agency Management/RVP. Communicates status of potential growth opportunities to AVP and relevant team leaders (target accounts, rollovers, sponsored marketing, etc.). Schedules agency management team meetings to address specific issues (as necessary). Participates in annual rate and product review meetings
Maintains agency suspect list for assigned territory and utilized the list to Prospect and appoint qualified agents to generate growth opportunities. Participates in industry organizations and reviews relevant publications to keep abreast of marketplace changes
Bachelor's Degree or equivalent Years' Experience: 5 - 10 years of progressively more responsible insurance sales and management work experience
Must be licensed by the state if required
Special Skills or Competencies: In-depth knowledge of company services, products, marketing techniques, insurance contracts, risk funding and rating plans, and industry trends
Well-versed understanding of marketing principles
Working knowledge of claims, loss prevention, underwriting, administration and sales operations
Highly effective written and oral communication skills, including presentation, persuasion, timing, tact and negotiation skills

Commercial Insurance Client Representative Resume Examples & Samples

Commercial insurance work experience, ideally a minimum of 2 years progressive Client Representative / Account Representative or Broker experience in commercial lines
Holds appropriate broker’s license - RIBO
Possess a solid understanding of basic property & casualty (P&C) insurance principals and risk management concepts

Claims Training Program Commercial Insurance Resume Examples & Samples

Make claim determinations and manage on-going claims for an assigned caseload of short-term disability claims, through capturing medical information, applying appropriate contractual provisions, following legal guidelines, and using case management resources
Communicate with claimants, employers, and various medical professionals to gather information regarding the application for, payment of, and ongoing management of short-term disability benefits
Evaluate and refer appropriate claims to risk management resources such as Vocational Rehabilitation, Managed Care, Fraud, Social Security, and Subrogation
Respond to various written and telephone inquiries, including eligibility, approval/denial determinations, status and continuation or closure of benefits
Bachelor’s degree with a minimum 3.0 cumulative GPA; additional requirements may apply
Proven track record through internships, co-ops or other business/leadership experience
Strong critical, analytical and investigative skills; ability to gather information, analyze facts, and draw conclusions
Ability to build and maintain effective relationships
Excellent planning, time management and organizational skills
Knowledge of legal liability, insurance coverage and medical terminology helpful but not mandatory

Consultant, Risk Control Commercial Insurance Resume Examples & Samples

National Board Commission required
Bachelor's degree or equivalent with coursework in mathematics and engineering or related area, plus a minimum of 3 years of directly related consulting experience. Master's degree, designation(s) or certification(s) preferred
Demonstrated ability to retrieve and enter information using various proprietary software applications and create/modify documents and spreadsheets using Microsoft Office suite

Commercial Insurance Resume Examples & Samples

Process dealer application requests timely and accurately into the business system
Provides responsive service to customers regarding status of quotes and policy issuances
Provides information regarding products and services, such as components of MIC coverages that are in existing policies (i.e. False Pretense, Comprehensive, Collision, etc)
Services Agent and dealers with policy and program provisions
Assist Underwriting Teams (i.e. endorsement processing)
Direct calls, as necessary, to appropriate personnel
Minimum 2 years customer service experience
Insurance experience is preferred
Strong phone communication skills
Customer focus oriented with professional, courteous, respectful demeanor
Demonstrates effective follow up skills
Commitment to the overall success of the team through excellent attendance, contribution and attitude
Strong PC and data entry skills
Proficiency in Microsoft Office applications (Outlook, Excel, Word) required

Underwriting Specialist, Commercial Insurance Resume Examples & Samples

Build & manage internal and external sales relationships
Develop new business and retain existing accounts
Thorough knowledge of commercial insurance coverages, contracts & underwriting guidelines

Actuary Commercial Insurance Capital Applications Resume Examples & Samples

Supports Commercial Insurance’s capital allocation, and provides technical review of and inputs to our economic capital model. Communicates these effectively to decision-makers and supporting staff
Supports calculation of Commercial Insurance’s profitability targets – which drive indications, modeled premium and assessments of success/failure of CI profitability goals. Communicates these effectively to Corporate, to Finance, CI Segments, and to Product Management
Supports calculation of monitors and metrics around capital variance semiannually, communicating results timely
Innovates and improves processes for capital determination, allocation, and derivation of resultant profitability requirements
Supports within and cross-SBU metrics of profitability for comparability and consistency, communicating these as needed to decision-makers
Supports Commercial Insurance Executive Risk Management as needed outside of Catastrophe modeling including inflation, stress testing and analyzed risks impact on capital
Participates and leads where appropriate, cross functional teams around reinsurance, pricing, profitability and capital allocation
Supports internal and external pricing and cost-benefit analysis. Communicates options, pricing, plan effects, and risks to decision-makers in Finance, Business Insurance, National Insurance, Reinsurance, Reserving and others
Bachelor's degree required. Master’s degree preferred
Fellowship in the Casualty Actuarial Society (FCAS) designation required
Typically 5-7 years progressively responsible experience (0-2 years post-fellowship), including supervisory experience
Strong analytical skills with solid understanding of all casualty actuarial techniques, standards, and assumptions
Strong knowledge of insurance operations and the procedures of Financial, Underwriting, Claims, Statistical, Information Technology, Legal, and Sales departments is necessary
Solid programming background preferred, familiarity with (or ability to learn quickly) Igloo (DFA tool), R, VBA, SAS, databases, @Risk and other packages as needed
Demonstrated ability to exchange ideas and convey complex information clearly and concisely, both verbally and in writing
Ability to establish and build effective relationships within and outside the organization

Technical Assistant, Commercial Insurance Resume Examples & Samples

Through contact with injured workers, attorneys, and CMS; confirms Social Security Disability and Medicare eligibility status of injured workers associated with workers compensation and liability claims
Following established procedures and using standard templates, secures authorizations to obtain information from the Social Security Administration
Coordinates electronic referrals for Medicare Set-Aside work to external vendors and internal MSA Unit
Complete administrative tasks to include uploading of documents to claim systems, interaction with external vendors, and maintain data bases
Assists Branch Offices in resolving Medicare-related issues/questions
Participates in projects to improve team’s ability to deliver service efficiently and effectively
Ability to follow/interpret procedures and effectively escalate issues/tasks
General knowledge of Microsoft Office Suite applications, specifically Outlook, Word, Excel, and Share Point
Solid organizational skills to manage work inventory within quality and time standards
Excellent interpersonal skills to interact with and elicit cooperation from involved parties
Associate’s Degree preferred, and one-three years of relevant experience in a customer service and/or administrative role
Knowledge of Social Security & Medicare policies preferred
Knowledge of Workers Compensation & Liability Claims preferred

Recovery Specialist, Commercial Insurance Resume Examples & Samples

Develop a strong knowledge base of legal liability, workers’ compensation statutes, and SIF/COLA recovery rights
Conduct in depth investigations and identifies third parties and determines liability using both internal and external resources
Communicate with branch office case managers, policyholders, injured employees, witnesses, claimant, state fund representatives, and involved parties, etc. in order to gather information regarding the loss
Notify third party and/or third party insurance carrier of our subrogation and right of recovery
Post Resolution Strategy or reimbursement request details in electronic file outlining the course of action to bring the subrogation claim to resolution with target dates. Ensure claim file has all documents to support subrogation recovery efforts. Manage a timely diary and follow up system on case assignments
Compile data from multiple systems to submit reimbursement requests for SIF/COLA refunds on State specific forms including States requiring increasingly complex processes and requirements
Create a refund card to accurately document refund amounts requested or anticipated recovery
Apply recovery checks to file
Strong interpersonal, customer service, verbal and written communication skills
Good interpersonal, investigative, and analytical skills required
Ability to learn and use multiple claims systems at once and knowledge of software applications such as Microsoft Excel highly desired
Must meet licensing requirements

Commercial Insurance Client Executive Resume Examples & Samples

At least five years of professional experience
Under limited supervision, services least complex accounts
Possesses developed insurance brokerage, account management and servicing skills and performs client executive duties within the local market place
Supervises service team members on assigned teams
May assist higher-level client executives on larger accounts
Questioning & Listening – Know how dialogue with prospects and clients
Leading Teams
Managing projects
Communications - Influencing, negotiating, presenting effectively, etc
Relationship Management – Customer focus, building rapport, dealing with conflict, etc
Strategic & Financial reasoning

Claims Team Manager, Commercial Insurance Resume Examples & Samples

Responsible for the direction of the Claims Team to ensure consistent delivery of services that meets or exceeds customer expectations and complies with regulatory and company standards
Provides technical guidance to team members
Resolves complaints, problems, and coverage questions which have been escalated through the Sr. Claims Case Manager on the team
Responsible for all management related duties including performance management/evaluations, establishment of objectives, and participates in the selection of new hires
Provides ongoing training and employee development to team members and ensures all receive communication of corporate/department policies and procedures
Comprehensive knowledge of legal liability, general insurance policy coverage and state regulations
Thorough knowledge of claims investigation techniques as well as the medical and legal aspects of a claim
Ability to plan, prioritize and organize claims workload for the unit
Demonstrates good interpersonal skills including verbal and written communications
BS/BA degree plus 3+ years of claims experience

Commercial Insurance Marketing Resume Examples & Samples

Assist in overall strategic planning and development of projects/programs to meet marketing objectives
Assist tracking insurance companies as it relates to their contracts, commission structure, premium placement, and program exclusivity
Utilize, develop and monitor the banks' or carriers' database to provide leads to producers
Assists in development of Personal/Commercial lines call centers
Assist in the expansion of the affinity-marketing program
Work with IT departments' in evaluating pilot programs as it pertains to e-business/internet objectives of BB&T Corporation
Bachelor's degree and acceptable practical experience or equivalent education and related training
Communication, verbal and mathematical skills
Appropriate licenses
Computer skills - Word processing/spreadsheet/presentation and database skills

Technical Assistant, Commercial Insurance Resume Examples & Samples

Gathers and organizes data needed by obtain information from systems, files, intranet and/or by contacting other people inside or outside the Company
Reviews and verifies information which may include source documents, policies, claims files, summons & complaints, salary data, etc. Ensures completion and accuracy of data, paperwork, and/or forms
Coordinates materials or special projects for staff which may include preparing material/reports, distributing, editing, formatting and proofreading material
Maintains records and data which may include entering into databases/servers, developing tracking systems/spreadsheets, setting up files, etc. Ensures accuracy of information and runs reports as needed
Acts as a technical resource for internal and external customers/contacts by providing answers to routine inquiries and coordinating responses; resolving problems and/or discrepancies which may involve research and data collection
Provides administrative support to technical staff which may include: creating documents, forms, spreadsheets, presentation material, etc.; reviewing incoming mail and determining course of action; preparing and sending out form letters
Ability to communicate well by listening actively and sharing clear and appropriately detailed information with those who need it
Ability to effectively plan and organize work to ensure that work is completed within specified time and quality parameters
Ability to deliver quality customer service using standard practices
Basic knowledge of Microsoft Office applications, such as Excel and Word as normally acquired through a high school degree or equivalent, plus at least 3 years of related administrative office work experience
General knowledge of the department's operations and objectives desirable

Manager, CMC, Commercial Insurance Resume Examples & Samples

Develops, manages and directs staff to ensure the delivery of department specific products and services. Establishes work standards and monitors progress
Hires, develops and manages human resources in order to create a high performing results-oriented staff. Creates and maintains a positive work environment and culture that drives employee engagement and motivation. Plans and implements necessary succession planning within office/unit
Ensures personnel receive orientation and initial training. Assesses ongoing training needs of staff and arranges technical training as necessary
Communicate and implement new and revised policies and procedures within office/unit
Manages performance management program including establishing and communicating objectives, providing on-going coaching, and conducting performance reviews. Identifies performance problems and initiates disciplinary actions
Manages salary (and non-salary) budgets, makes recommendations to Regional/HO Management concerning promotions, terminations and staffing authorizations
Acts as a technical expert and resource for staff which typically includes maintaining the highest level of authority within department specific office/unit. Refers problems and issues out of authority level to Regional/HO Management
Ensures appropriate compliance and alignment with all legislation, corporate policies and programs. May periodically conduct desk audits
Assists Regional/HO Management and other departments with new business and/or renewal presentations and periodic service calls
Performs additional duties and/or manages special projects as requested
Related Bachelor's degree or equivalent work experience, plus minimum of 10 years of relevant and progressively more responsible work experience required
Advanced insurance related designations preferred
Ability to develop, manage and direct an office/unit operation and to effectively communicate, as well as implement and monitor operational procedures to field/unit staff
Demonstrated leadership and innovation in achieving results
Advanced knowledge of insurance principles, technical expertise and processes pertaining to specific department; knowledge of department management practices, company operations (i.e. other staff and line departments) and policies
Experience making decisions in the face of uncertainty/incomplete information

Senior Leave Specialist, Commercial Insurance Resume Examples & Samples

Manage caseload of family medical leaves for assigned customers, including review of medical information, to render determinations on family medical leaves in accordance with state and federal laws and regulations
Manage process and required paperwork (electronic and hard copy), using department-specific applications to document activities and manage/complete tasks in accordance with quality and timeliness protocols
Research and resolve complex and escalated leave-related issues
Partner with team supervisor to produce customer reports and respond to queries received via department mailboxes
Act as mentor to less-experienced staff and as supervisor's back-up in their absence
Participate in special projects, including business process improvement initiatives
Bachelor's degree preferred or equivalent experience and at least one year of direct experience in benefits administration or disability claims handling
Excellent telephonic communication and customer service skills to solicit information and convey decisions to a variety of audiences clearly, succinctly and diplomatically
Strong interpersonal and verbal communication skills to mentor less-experienced staff and present information to management
Ability to work independently and as a member of the team to achieve individual and unit objectives
Ability to think creatively to support business process improvements
Strong computer skills in data entry, basic MS Word, MS Excel, MS Outlook required

Head of Property Commercial Insurance Resume Examples & Samples

P&L responsibility for Property Line of Business
Manage business development, in cooperation with Customer & Distribution Management, and actively support closing of complex and/or cross-border deals
Set and deliver Underwriting Key Performance indicators, and develop Line of Business pricing policy, Target Premium/Actual Premium/Technical Price target
Ensure that the countries have appropriate exposure identification, risk assessment, risk response, control activities and monitoring of the Line of Business for which position is accountable
Masters degree, ACII, FCII, Chartered Insurer or equivalent other academic qualification
Typically at least 15 years of General Insurance experience in a leadership role with a significant part of this leading cross country teams
Experience of managing different national and business cultures
Track record of growing and managing a business and delivering change in a complex insurance environment
Risk assurance, regulatory and statutory obligations and compliance
Highly computer literate

Head of Casualty Commercial Insurance Resume Examples & Samples

Develop and execute regional underwriting strategy in line with the global Commercial Insurance LoB strategy
Ensure consistent and enhanced underwriting across the region and drive portfolio management to improve underwriting performance
P&L responsibility for Casualty Line of Business
Develop, promote and maintain strategic partnerships with key brokers and customers and support implementation of customer and broker strategies
Ensure effective leadership and management of Underwriting people resources: pursuing active talent management, driving capability development and creating a high performance culture
Master’s degree, ACII, FCII, Chartered Insurer or equivalent other academic qualification
Experienced underwriter or actuary managing a material portfolio of General Insurance business and relevant Line of Business
Extensive understanding of the international corporate and commercial insurance markets & products / services
Corporate strategy and advanced business planning techniques
Operational change and transformation leadership
Proficiency in English, other languages would be beneficial

Customer Experience Analyst Co-op-commercial Insurance Resume Examples & Samples

Lead high impact Continuous Improvement ideas from adjuster pain points through solution implementation utilizing Lean and Six Sigma techniques
Build reporting structure to monitor the impact of technology integration of Liberty Mutual and Safeco claims from a Homeowners Liability claims perspective
Monitor & report on the results of one or a few initiatives in market, conducting analysis on performance relative to expectations, and making recommendations for enhancements
Utilize current and emerging data science techniques to manipulate large structured and unstructured data sets, help identify patterns in raw data, and develop models to predict the likelihood of a future outcomes
Prototype new algorithms in software systems
Effective interpersonal, written and verbal communication skills
In some cases, SQL and/or SAS preferred
In some cases, Python, Java and/or C++ preferred

Executive Assistant, Commercial Insurance Resume Examples & Samples

Support a senior manager (and other managers as assigned) by performing administrative duties
Arrange for, schedule, and prepare meetings and interviews
Study reports and compare to previous reports. Provide feedback to senior management any significant changes, errors, or omissions
Set up and maintain files and keep correspondence and reports available for reference

Underwriting Consultant, Commercial Insurance Resume Examples & Samples

Leadership: Formally guides, mentors, and coaches underwriters in both technical and professional skills. Demonstrates multiple areas of expertise and provides regular updates to other underwriters
Expert-level knowledge of insurance products/coverage, market segments and marketplace; insurance finance and actuarial concepts; loss control/risk engineering; marketing/selling techniques, regulatory environment and reinsurance
Ability to apply underwriting/appetite, tools, systems, and resources to achieve goals, solve complex problems, establish and build healthy working relationships exceeds in mentoring relationships, and negotiate
Bachelor's degree,
5 years of commercial lines underwriting experience preferred
CPCU or professional insurance designation preferred

Support Supervisor, Commercial Insurance Resume Examples & Samples

Responsible for day-to-day supervision of a team of Sr. Customer Information Representatives to ensure appropriate, accurate and timely processing of claim related tasks
Innovation, high energy and motivation to foster an engaged team
Responsible for the recruitment, selection, training/development, and performance management of Senior Customer Information Representatives
Monitor/distribute workload to ensure compliance with service level agreements
Performs quality audits to maintain departmental standards
Research and resolve complex and escalated issues
Identify opportunities and develop recommendations to improve business processes
Bachelor’s degree or equivalent experience, and at least two years of relevant, progressively responsible, experience in a fast-paced, high-volume environment
Demonstrated innovation, high energy, motivation required
Demonstrated ability to devise and implement procedures, analyze technically complex subject matter, manage multiple priorities and projects, make decisions and negotiate conflict
Track record of identifying opportunities and recommending solutions to improve organizational effectiveness
Supervisory experience and/or knowledge of Liberty Mutual Benefits products and processes preferred

Executive Assistant, Commercial Insurance Resume Examples & Samples

Identifies the preferred method of support for assigned executives and appropriately accommodates the working style. Partners with executive(s) to help them be more efficient and effective with their time, consistently maintaining strong communication
Assists executive(s) in calendar planning. Acts as a gatekeeper to include prioritization of meetings and managing scheduling conflicts. Keeps the executive(s) informed of changes
Assists the executive(s) with preparing for meetings, to include preparing materials, obtaining materials in advance, distributing materials, and keeping the executive on schedule. Obtains appropriate support for virtual attendees as we as various media needs and other logistics
Provides phone coverage and screens/triages calls and voice mail. Greets and assists planned guests and manages unannounced visitors
Optimizes travel arrangements (transportation, accommodations, agenda) based on the executive’s travel needs and preferences. Manages complex itineraries, to include any changes. Enables remote decision-making. Processes related expenses
Coordinates and/or assists with team meetings (staff meetings, all-hands meetings, quarterly on-sites/off-sites, team gatherings, etc.) May assist with event planning
Prepares, updates and organizes information for inclusion in huddle boards, reports, correspondence, presentations, budgets, etc. Edits documents for accuracy, format and arrangement of material
Sorts, screens and distributes incoming and outgoing mail for the executive(s). May highlight particular information of interest and/or curate reading material
Assists in keeping the executive(s) well organized, to include online retrieval and archiving of documents as well as supporting the Company’s records and retention schedule
Knowledge of administrative procedures, software applications (such as Microsoft Office Word, Excel, PowerPoint, etc.) records management systems, and other business procedures and terminology
Excellent organizational skills, time management skills and attention to detail, to include anticipating needs and being proactive
Displays high degree of professionalism in order to maintain confidential information, deal with people tactfully, and help establish strong relationships and positive communication
Associate`s degree (or equivalent)
5 years of relevant administrative experience, to include prior experience providing support at the management level

Manager, Managed Care, Commercial Insurance Resume Examples & Samples

Manage on-going technical training, establish and communicate objectives, conduct performance evaluations, identify performance issues, and initiate disciplinary actions as needed
Manage salary and non-salary budgets. Make recommendations to regional and home office management
6-8 Years relevant clinical and other relevant experience (with progressively increasing responsibilities). Advanced insurance experience/designations preferred
Current unrestricted registered nurse (R.N.) license in the state where the position is based and other assigned states as required by law
Strong communication and negotiation skill

Customer Info Rep, Commercial Insurance Resume Examples & Samples

Provide direct guidance and assistance to customers regarding routine inquiries and/or problems following established Company guidelines
Telephone policyholders to obtain pre-qualified leads for insurance. May schedule appointments for sales representatives
Maintain logs, records and reports as required to maintain accurate information and reporting capabilities for active and/or potential customers
Alert management to potential problems with active customers and refer non-routine inquiries and/or problems to supervisor or appropriate personnel
Coordinate efforts to supply customer information from point of sale to invoicing with appropriate coding
Responsible for communicating this information to customer in format requested
Act as a liaison between management and customer for routine information and reports requested
Perform additional related office support duties as requested i.e., maintain office stock supplies, prepare mailings
High school degree or equivalent, plus a minimum of 1 year of related work experience is required
Ability to write and speak in concise, accurate, and understandable terms when responding to policy holders
Demonstrated knowledge of customer service requirements, company products and the insurance industry
Ability to be detail oriented and thorough
Excellent interpersonal, oral & written communication skills and influencing skills

Senior Business Rater, Commercial Insurance Resume Examples & Samples

Reviews, interprets, and utilizes quoting, issuance and premium audit instructions to process various policy and audit transactions for multiple lines of business in various market segments
Communicates and collaborates with internal stakeholders in a professional manner when additional information is needed ensuring timely issuance
Applies, interprets and maintains Bureau and Company rating standard work, supplements, procedural bulletins and all pertinent system applications needed to issue transactions
Computes premium charges using rating manuals, tools, or systems. As needed, may manually calculate premium, using variables such as experience modifications. May also manually calculate state assessments and surcharges. Prepare and/or code statistical data
Actively participates in continuous improvement by fully engaging in daily huddles, generating suggestions, following appropriate procedures and standard work, participating in root cause problem solving activities, and utilizing continuous improvement tools to support the work of the team
As requested, may answer questions; provide guidance and training to other raters
As requested, participates in additional assignments/projects
Solid math, problem solving and customer service skills
Displays strong organizational and time management skills
Proven ability to successfully work in a team environment
Working knowledge of Microsoft applications (i.e. Outlook, Word and Excel)
Demonstrate the aptitude to follow detailed technical processing procedures for multiple lines of business
High school diploma or equivalent training, plus a minimum of 6 months of general insurance related experience required

Compliance Consultant, Commercial Insurance Resume Examples & Samples

Under general direction, serve as a compliance resource to complete investigations of moderate complexity, review results and formulate a response to the appropriate parties within prescribed timeframes. Coordinate review of proposed resolution and draft response with stakeholders and research, address issues and/or comments. Assist in assessing the potential business impact of new and revised laws, rules, and regulations. Assist in identifying compliance issues in business changes/initiatives for the development of management reports. Document and utilize developed compliance systems and processes for assigned operational compliance and/or sales practices activity (e.g., enrollment procedures, contestable claims, and producer compliance). Make recommendations and prepare of assist in the development of reports to evaluate compliance with established standards. Assists in the development and execution of periodic compliance testing and review results with responsible management
Under general direction, assist in the management of the annual Compliance Risk Assessment by working with assigned managers in the identification of risks and controls. Uses various resources to compile information and develop recommendations to evaluate information and testing to assess effectiveness. Assess and make recommendations for the development of policies and procedures to address risks and maintain effective operational and compliance controls. Assist in gathering and maintenance of documentation for risk assessments associated testing
Coordinate evaluations of business and compliance practices through industry benchmarking and/or "best practices" organization surveys/assessments
Assist in the development and maintain system for monitoring communication and follow-up of new and changed regulatory or operational compliance requirements. Serve as compliance subject matter expert in the development and implementation of moderate to high scope complex business practices required by regulatory and/or operational compliance changes. Track confirmations of action and complete/document periodic testing of compliance
Lead projects of moderate to high scope and complexity projects by performing analysis based on management requests, including running queries, compiling and analyzing different reports, and making recommendations. Serves as subject matter expert on cross-functional project teams
Analyze and generate complex reports and provides recommendations based on research and industry trends to assist in the creation of new procedures and policies
Advanced degree or designation preferred, or equivalent relevant compliance experience
5-7 years of relevant employee benefits insurance industry/financial services experience (e.g., compliance project work, claims or underwriting experience)
Requires ability to analyze complex issues and information to develop practical solutions working both independently and through others
Leadership, persuasion skills, and diplomacy required to influence others at all job levels with regard to compliance standards and addressing issues of potential noncompliance directly
Excellent judgment, communication skills and ability manage time-sensitive workflow and projects effectively required. Knowledge of LMB products, policies and procedures preferred
Candidates based in Dover, NH will need to travel to Boston three days a week for the first year of the job

WC Claims Technician, Commercial Insurance Resume Examples & Samples

Conduct investigations including, but not limited to assessing policy coverage, contacting insureds, injured workers, doctors' offices, and other parties to determine compensability and establish reserves
Set-up claims and update the loss to reflect actual circumstances
Determine the need for independent adjusters or independent medical examiners
Evaluate claim for potential fraud
Assess actual damages associated with claims and conduct negotiations to settle claims
Be involved with litigated claims as necessary
Bachelors degree preferred, continuing insurance education desired
At least 3 years experience handling Workers' Compensation claims
Thorough knowledge of insurance coverages, contracts & claims handling guidelines
Multi-state experience preferred
Experience with disputed and/or litigated claims
Ability to analyze written reports, such as medical records and legal documentation
Ability to communicate effectively with people from all backgrounds and uphold our high standard of customer service
Negotiation and settlement skills
Detail-oriented organizational skills in a multi-tasking environment
Success driven individual who has demonstrated success in a claims adjusting role

Manager Operations, Commercial Insurance Resume Examples & Samples

Manages the day-to-day CSO operations for one or more units through front-line managers and supervisors by establishing priorities and objectives, scheduling and assigning work, adjusting schedules when necessary to meet completion/ compliance dates, and assisting others with resolving complex problems while ensuring adherence to Company policies and objectives
Develops and administers annual department budgets and business plans based on annual objectives for Commercial Service Operations and the SBU. Monitors department performance against planned objectives in the areas of compliance, quality assurance, and productivity, and reports on results. Analyzes data and makes recommendations for change in strategy as necessary
Maintains strong working relationships with CSO Administration, vendors and service department managers (CSO Call Center, Risk Control, Premium Auditing, Financial and Claims) to develop cross-functional process improvements, which ensure effective customer service and achieve the goals of CSO and the SBU
Ensures compliance with servicing carrier performance standards set by Plan Administrators, program managers and regulators. Handles inquiries from various plan administrators, program managers and regulators
Responsible for all aspects of smaller projects or phases of larger projects; Plans, directs, and coordinates activities of designated project to ensure that goals or objectives of project are accomplished within prescribed time frame and funding parameters
Ensures timely, accurate notification of work requirements to external service departments
Uses the objective setting and performance evaluation processes to ensure employees understand the expectations, receive regular feedback and coaching, and are appropriately rewarded and developed. Deals decisively with performance and/or conduct issues using the performance management process across the organization. Conducts bi-annual performance review of staff and manages performance
Provides support to CSO management in maintaining regulatory and agency relationships
In-depth knowledge of property & casualty insurance as well as the operations of Underwriting, Production, Auditing, Claims, Loss Prevention and Billing & Collection
Good understanding of NCCI and independent state rules and procedures
Demonstrated ability to effectively manage a large groups of production employees to achieve desired business outcomes
Excellent interpersonal, communication, organization and management skills as normally obtained through a Bachelor's degree or equivalent and 10 or more years’ experience, some of which must be in a supervisory or management capacity

Director, Commercial Insurance Resume Examples & Samples

Collaborates with the Division Manager to support and achieve goals set forth for the Division
Performs the duties of Commercial Account Executive but only to the extent of the accounts directly assigned
Works closely with and supports Vice President - Commercial and Private Client on work flows, operational strategy and the performance of the Commercial Team
Works with Producers and Commercial Service Teams on program structures, carrier placement strategies, resource identification and technical coverage issues
Works closely with Producers in respect to the marketing of accounts, including finding appropriate markets for coverage and when necessary negotiating pricing and placement of such coverage
Promotes communication regarding carriers, coverages and program structure
Serves as a technical resource for service teams and Sales/Account Executive/Commercial Account Management teams
Maintains proper level of communication and builds effective relationships with clients, carriers and team members
Coordinates carrier visits, monitors and tracks production volumes, manages information about carrier appetites, programs and personnel and shares this information with colleagues regularly
Actively participates in MMA’s Commercial Insurance Managers calls and meetings and shares information about resource and solutions with colleagues
Performs various administrative and other duties as directed by the Division Manager
Ability to demonstrate a high level of expertise in coverages, underwriting, rating and risk analysis as well as markets and contracts and communicate this information to other team members. Personal commitment to develop insurance knowledge and risk management skills. Sound knowledge of automation systems and commercial workflows
Ability to grasp and understand business concepts and issues
Ability to use thinking and reasoning to solve a problem, including the ability to think in terms of abstract ideas
Ability to encourage others to seek opportunities for different and innovative approaches to addressing problems and opportunities
Ability to effectively present information publicly
Ability to find a solution for or to deal proactively with work-related problems
Ability to be internally inspired to perform a task to the best of one’s ability using his or her own drive or initiative
Ability to interact with others effectively by utilizing good communication skills; cooperates positively and provides information and guidance, as needed, to contribute to the business
Must possess some sales aptitude and strong interpersonal leadership skills
Communicates and interacts with all levels of management, colleagues, carriers and clients
Is a positive and professional role model for team members
Must have the ability to manage multiple priorities and perform in a dynamic, fast pace environment

Commercial Insurance Sales Specialist Resume Examples & Samples

Achievement of top line and bottom line sales results within assigned territory. Accomplishes rotating territory field travel schedule as outlined in the plan for meeting one-on-one with agents or in groups to present methods, ideas and support for the specific purpose of increasing sales in the assigned territory
Develops business plans for defined territory, districts and agents to focus activity on achieving all sales goals, including specific marketing and sales activities, as well as presentations and sales training that will be used within the assigned territory to drive sales results to the specified goals
Reviews territory performance and prepares estimated run rates and reports of operations that include corrective actions where necessary
Assist agencies in the identification of prospective customers through recommendations of effective lead developing methods
Follows through on identified quotes with underwriting to assure achievement of desired hit ratios, evaluating results on a monthly basis, recommending actions to either correct deficiencies or to exploit a developing market opportunity
Establish methods to gain knowledge and understanding of market conditions, product innovations and competitor’s products, prices and sales, as well as new regulatory and statutory requirements that may affect marketplace and distribution system
Represents State Office on all product and pricing issues as directed by the State Executive Director
Works with State Executive, Commercial Center Manager and Home Office to achieve profitability in assigned territory
Promotes safety at all times and complies with safety/ergonomic standards as outlined in relevant company published manuals

Senior Business Analyst, Commercial Insurance Resume Examples & Samples

Owns and maintains production (Salesforce and SAS) of operational reports to assess business performance
Develops reports/dashboards considered complex in nature (e.g., different data sources, varying date ranges, one-to-multiple relationships, data manipulation, multiple data displays, etc.) Typically utilizes and builds complex queries (using SAS or SQL) & macros to automate and share desired information
Serves as the data expert to extract, research and analyze relevant data by identifying & mastering the existing data repositories/systems, assessing system limitations & complexities and utilizing data governance principles to create a data management solution to evaluate end to end customer experience
Utilizes descriptive statistics to analyze data. Often uses data visualization tools to further business insights. Develops and updates metrics used
Compiles information and analyzes qualitatively and/or quantitatively, developing software applications/models and conducting follow up and data verification as needed. Analyze feasibility, cost ramifications, economies, or other aspects of large or complex initiatives. Participates in and may lead the implementation of special projects
Identifies business processes to review by referencing performance data (KPI’s). Performs complex research & analysis. Prepares recommendations for business process changes and may lead the implementation & evaluation of business process changes or a portion of a larger initiative (e.g., major area within a function)
Develops reports/ proposals for action or implementation plans as necessary and presents to Senior Management. Presentations may be formal or informal depending on the nature of projects. Communicates with other departments as necessary
May oversee the work of Business Analysts or other employees as requested by supervisor or coordinate department projects. Reports to supervisor on project status and seeks guidance as needed
Works well with ambiguity and applies/builds business knowledge by effectively collaborating/networking to identify & recommend data driven solutions
Advanced analytical/problem solving and research skills
Effective communication skills for writing reports/proposals and making presentations
Ability to work independently and lead others during projects
In-depth knowledge of the business practices and processes
Proficiency with spreadsheets and data base software
Bachelor's degree and at least five years of relevant experience. MBA is highly desirable

Inside Premium Auditor, Commercial Insurance Resume Examples & Samples

Conducts audits within an assigned territory via submitted mail forms. Reviews completed information from the insured to ensure the proper reporting of financial and payroll information for premium calculations
Completes audits by using premium audit systems to apply proper rules and classifications on various lines of commercial insurance business such as worker's compensation and general liability
Responsible for resolving disputed audits by working with internal and external stakeholders
May serve as a resource to Commercial Insurance Underwriting, Agents/Brokers/Producers, Policyholders, Central Processing Unit and others as needed
May be required to travel, on a limited basis, to attend national and/or regional departmental meetings/trainings
Business background with knowledge of basic auditing concepts
Excellent written, verbal and interpersonal skills
Demonstrates effective organization and workload management skills
Ability to communicate with individuals at all levels within and outside the organization
Proficient in MS Office software applications (Excel, Word, etc.)
Knowledge, skills and competencies as normally acquired through an Associate's degree or equivalent business background along with a minimum of 12 months work experience

Commercial Insurance Servcie Specialist Resume Examples & Samples

2-3 years work experience in a service center or financial services environment – insurance background, while not required, is considered a plus
Demonstrated strong organizational skills, communication and customer service abilities as well as keen attention to detail
Successful track record of meeting deadlines while managing multiple priorities
Attributes Desired: hands on self-starter, flexible and adaptable, results focused with a track record of achievement, acting with a sense of urgency

Manager, Commercial Insurance Resume Examples & Samples

Effectively manage, develop, and recruit staff to ensure the effective delivery of services
6-8 Years relevant clinical/claims and other relevant experience (with progressively increasing responsibilities). Advanced insurance experience/designations preferred
Degree from an accredited nursing school or vocational habitation consultant or relevant insurance or management experience
For nurse candidates: Current unrestricted registered nurse (R.N.) license in the state where the position is based

Small Commercial Insurance Sales Specialist Resume Examples & Samples

Quote and Sell Small Commercial Property & Casualty insurance products
Identify Account Round opportunities for Personal Lines, Life and other insurance products
Build a pipeline via inbound and outbound calls to prospective clients
Identify insurance risks and the coverages that protect them
Counsel and advise prospects on matters of protection and coverage
Proficient with computers; comparative raters, carrier sites to perform quoting and documentation of actions, as well as internal systems and Salesforce.com
Maintain up to date knowledge of products, services, technology and regulations
Interact closely with insurance partners and/or Bankers to meet customer needs
Assignments are regularly monitored and work is screened according to agency standards
A valid Property & Casualty Insurance license
Minimum one year insurance experience
One year minimum experience in a sales and/or customer service-related position
Agent must generate $7,250 in Agency Revenue per month

Recovery Technician, Commercial Insurance Resume Examples & Samples

Develop strong knowledge base of each jurisdiction’s Auto Subrogation requirements
Communicates with policyholders and our insured’s employees in order to obtain damage estimates
Determines heavy equipment location and coordinates outside appraisers evaluations
With speed and proficiency manages high volume case load
Updates files and provides comprehensive reports as required
Process refund transactions to files
High School diploma and 6-12 months of directly related experience required or college degree
Good interpersonal, analytical and investigation skills required
Ability to work in a fast paced environment with accuracy
Knowledge of legal liability and ability to interpret and apply state statutes
Must be capable of working across multiple computer systems at once and have experience with Excel and Microsoft Word
License may be required in several states

Ic-commercial Insurance Inspector Resume Examples & Samples

Commercial Lines Property/Casualty Loss Control
Commercial Lines Property/Casualty Claims Adjuster
Commercial insurance inspections
Fire and Life Safety investigations/inspections

Recovery Technician, Commercial Insurance Resume Examples & Samples

Work with finance support to ensure refunds are properly applied to WC claim file and notify the branch office when the final recoveries are received
Bachelor's Degree or High School Education and 12 months of directly related experience
Knowledge of software applications such as Microsoft Excel highly desired

Learning Leader Specialty Commercial Insurance Resume Examples & Samples

Partner with Standard Business Products and Dealer Operations leadership and committee to determine learning needs/gaps and establish your business initiatives, resources, priorities, and goals
Ensure the design, development, and delivery of programs and solutions
Provide holistic and leading edge learning programs including; formal and informal solutions with experimental, social, digital, and micro learning
Implement and monitor business metrics to ensure learning initiatives effectiveness while monitoring and controlling expenses
Promote, coach, and mentor cohort groups which include the faculty, coaches, mentors, subject matter experts and many others
Bachelor’s Degree with 5-8 years of previous related work experience
Previous experience linking Learning & Organizational Development initiatives to business outcomes and performance metrics
Demonstrated consulting, public speaking, and presentations skills and experience
Strong project management and organization skills
Experience with learning modalities, methodologies, and technology to align with modern adult learner needs

Commercial Insurance Resume Examples & Samples

Ability to manage multiple high priority initiatives in a fast-paced, technical environment
Excellent oral, written, and interpersonal communication skills
Superior project planning and people management skills
Proven success in building, motivating, and retaining teams of star players
Strong problem-solving skills with an emphasis on what can be done not what can’t
Ability to hold your own in technical discussions, be a subject matter expert, and have strategic influence
Experience managing sales teams in the Commercial Insurance Industry

Executive Assistant, Commercial Insurance Resume Examples & Samples

Optimizes travel arrangements (transportation, accommodations, agenda) based on the executive's travel needs and preferences. Manages complex itineraries, to include any changes. Enables remote decision-making. Processes related expenses
Assists in keeping the executive(s) well organized, to include online retrieval and archiving of documents as well as supporting the Company`s records and retention schedule
Associate’s degree (or equivalent)
Displays high degree of professionalism in order to maintain confidential information, deal with people tactfully, and help establish strong relationships and positive communication; as normally acquired through an

Commercial Insurance Placement Manager Resume Examples & Samples

Seven years’ experience in marketing or underwriting with a national or regional broker or carrier
Property & Casualty License or ability to obtain within 6 months of hire
Demonstrated ability to manage middle market property and casualty accounts; effectively market to carriers and customers; develop and maintain strong working relationships with customers and prospects
Experience with Microsoft Office products
Excellent negotiation, organizational, interpersonal, communication skills and ability to work in a team environment

Commercial Insurance Internship Resume Examples & Samples

Requirements include current enrollment in an accredited college or university with a major in such areas as business administration, finance, economics, statistics, communications, marketing or risk management and insurance with an overall GPA of 3.0 or higher
Ability to work 20 hours a week during business hours. Opportunity for additional hours during the summer
We prefer to have an intern who can commit to this position for one year

Commercial Insurance Territory Sales Specialist Resume Examples & Samples

This position requires the ability to work a rotating call coverage until 6pm, CST
Offer to selected candidate in contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions
Relocation assistance is available
Demonstrated experience providing customer-driven solutions, support or service
Basic knowledge and understanding of insurance products
Demonstrated experience building and managing customer relationships and evaluating and responding to multiple customer needs

Chief Credit Officer Commercial Insurance Resume Examples & Samples

Provide oversight and direction to Commercial Insurance Credit Officers directly accountable for individual portfolio oversight
Ensure the first-line accountable individuals exercise appropriate credit discipline, in alignment with AIG Credit policies, in executing their responsibilities
Establish sector and/or single-name limits for credit risk as appropriate; monitor compliance and elevate excesses to senior management
Review and approve large or unusual transactions and participate as Credit Risk representative in new product processes
Monitor and validate obligor ratings established by Business Unit credit officers. Review the rating process to ensure adherence to policies and monitor the existing ratings for timeliness and inclusion of all available data (fundamental and market)
Ensure that the credit risk is measured and captured in a consistent, logical and accurate fashion that allow for proper aggregation across the organization. Ensure that the metrics used for performance measurement appropriately adjust for the cost of credit, and that the measures provide appropriate incentives for sound risk management
Assist AIG CCO in ensuring the existence of a comprehensive and robust credit risk framework throughout the organization. Identify and drive changes required in the credit risk framework in accordance with broader risk management initiatives
Identify risk concentrations and/or emerging risks and work with accountable first-line individuals to develop risk-mitigation strategies. Conduct sector/product/obligor analysis as required and communicate observations/recommendations to senior management
Prepare reports on credit exposure and credit quality trends for the Board and various Risk Committees. The person will work closely with the AIG Chief Credit Officer to produce comprehensive reports and presentations for senior management
Represent the Credit Risk department in interactions with regulators, rating agencies, and internal audit
15 to 20 years of credit risk experience operating in a senior capacity at a major financial institution
Extensive experience with Commercial Insurance credit oriented products (e.g. trade credit, surety, political risk)
Comprehensive background in corporate finance with broad knowledge of industries, sectors, and countries
Proven strong financial analysis skills and experience in corporate credit underwriting
Proficiency with Microsoft products

Client Service Manager, Commercial Insurance Resume Examples & Samples

Provide proactive and consultative customer service to assigned clients/ brokers
Organize and facilitate regular in-person service meetings with assigned clients
Act as liaison between customer/ broker and all internal departments; ensure all service concerns are addressed and resolved
Develop renewal strategy for each customer, negotiate and prepare renewal package, and present renewals to customers/ brokers
Participate in finalist meetings and broker participations to tell our account management story and help support new business goals
Identify and pursue opportunities for writing new lines of coverage with existing clients
Manage new business installations on assigned accounts; ensure on-time delivery and effective start to client relationships
Demonstrate superior include effective presentation skills, professionalism and articulation of Liberty Mutual products, services, and value to prospects/clients
Maintain timely and accurate documentation of customer interaction in account management database
Represent Liberty Mutual at customer benefit/ health fair meetings; promote Liberty products
Bachelor's degree or equivalent business background plus at least 5 years of relevant commercial lines experience required. Claims experience strongly preferred but not mandatory
Demonstrated ability to express ideas clearly and concisely (both orally and in written form)
Fully effective organizational and interpersonal skills needed to set priorities and manage time to maximize agent and customer interactions. Information gathering, analytical skills and proficiency in systems are required
Demonstrated skills in the areas of negotiation, persuasion, presentation and problem solving
Working toward ARM and/or CPCU preferred

Customer Info Rep, Commercial Insurance Resume Examples & Samples

Review incoming (generally fax/e-mail) requests for Utilization Review following established Company guidelines
Ability to interpret guidelines to ensure Customers receive appropriate service and injured workers receive correct care
Responsible for interpreting requests for medical procedures to determine eligibility for review. Ability to triage appropriately to ensure requests are reviewed timely and according to established guidelines
Alerts management to potential problems and refers non-routine inquiries and/or problems to supervisor or appropriate personnel
Responsible for communicating information to providers and internal personnel (nurses, claims managers) in format requested to ensure most efficient review of requests
Ability to write and speak in concise, accurate, and understandable terms
Broad knowledge of Liberty Mutual's policies, products, and systems
Understanding of medical terminology

Client Service Manager, Commercial Insurance Resume Examples & Samples

Bachelor's degree or equivalent business background plus at least 7 years of relevant commercial lines experience required
Claims experience strongly preferred but not mandatory
Fully effective organizational and interpersonal skills needed to set priorities and manage time to maximize agent and customer interactions
Information gathering, analytical skills and proficiency in systems are required
Working toward or obtained ARM, CRM and/or CPCU preferred

Commercial Insurance Direct Program Administrator Resume Examples & Samples

Prepare invoices and commercial insurance Premium Finance agreements within pre-set program specifications. Perform some underwriting and credit review of loans outside of program matrix
Review and process daily, weekly, and monthly client batch files for pre-acceptance of loan terms prior to releasing batch into invoicing systems
Responsible for building and developing solid client relationship via timely delivery of quotes, invoices, contracts and other information as requested/required by clients. Report all pertinent relationship-level data to manager and Business Development Officer to ensure the highest level of service for the client
Work with Loan Processing Department to review loan documents to ensure completeness, accuracy and compliance with all regulatory and operational requirements. Request any loan funding arrangements and approval of loans within assigned authority limits. Verify loan details prior to and in some cases subsequent to loan processing
Answer incoming Direct Bill customer service calls and resolve issues
Prepare periodically required reports, subsidy invoices, and rate or payment factor updates documents to clients and ensure that all information listed is accurate. Follow-up with clients to ensure that all subsidy invoices are paid in a timely manner and communicate receipt of payment to Accounting
Strong math aptitude
Bachelor’s degree in Finance or business-related field
Commercial insurance and financial services experience
Proven internal sales performance and relationship management via account or territory management

Technical Assistant, Commercial Insurance Resume Examples & Samples

Initiates Medicare Lien search and follows up to insure case creation with the Medicare lien contractor
Analyzes Medicare Conditional Payment letters to determine causal relationship of the debt
Drafts informal disputes and formal appeals with the Medicare Recovery Contractors
Accesses Medicare Secondary Recovery Portal to secure updates relative to conditional payments
Assists Branch Offices in resolving Conditional Payment-related issues/questions
Data entry associated with conditional payment workflow. Specifically working within Excel & Composite based data bases and documenting lien information into claim files
Knowledge of medical terminology, medical billing, ICD9&10 codes, or Social Security/Medicare policies preferred
Knowledge of Workers Compensation and Liability Insurance preferred
General knowledge of Microsoft Office Suite applications, specifically Outlook, Word, OneNote, and Excel
Knowledge of Adobe Pro

Sales Executive, Commercial Insurance Resume Examples & Samples

Management and handling of larger commercial accounts
New Business quoting (no production requirements)
Complete sales process by delivering and reviewing products with client
Maintenance of client relationship and renewal process
7+ years of Commercial Insurance experience - Agency or Carrier experience and/or Business to Business Sales experience
Bachelor's Degree preferred; CPCU/CIC a plus
Accuracy, attention to detail, and the ability to work in an independent and efficient manner

Recovery Specialist, Commercial Insurance Resume Examples & Samples

Bachelor's Degree or equivalent experience, plus at least 0-1 years of claims handling experience or directly related experience preferred. Auto claims experience preferred
Technical knowledge of multiple claims lines with national scope
Knowledge of general insurance policy coverage, statutes, regulations and case law with a bearing on legal liability, collections and subrogation processing, a plus

Digital Small Commercial Insurance Resume Examples & Samples

Bachelor's degree; Advanced degree is a plus
7+ years of experience, with a minimum of 2 years of leadership experience
Experience delivering B2B enterprise class software
Experience in product management and consulting environment as well as an entrepreneurial mindset is ideal
Previous experience in setting up new ventures and growing a team
Ability to articulate meaningful and measurable business impact from analytical tools and data
Entrepreneurial spirit and keen interest and drive in developing an economically viable professional entity that can grow in the market
Comfort with role ambiguity
Flexibility to travel regionally and globally is required

Commercial Insurance Business Consultant Resume Examples & Samples

Minimum of 3 years experience in sales or business consulting preferred
4 year college degree
Proven track record for obtaining business results through the development of effective internal relationships across multiple business functions
In-depth knowledge of commercial products and processes, for both EA and IA channels
Agent experience preferred
Understanding of pricing, claims, local market planning, sales trend analysis and marketing data
Ability to assess market conditions, trends and indicators
Adept with desktop automation tools
Familiarity with Business Insurance industry, including competitors and trends and products is a plus
Process development and implementation skills
Recruiting skills
Proficiency with business consulting tools
Business consulting and sales skills
Commercial insurance designations (CPCU, CIC, etc.) desired, but not required
Strong communication skills – includes presentation, business writing, negotiation, motivation, and relationship management
Advanced interpersonal skills – can quickly develop relationships and inspire trust
Problem solving – knowledge of all aspects of sales processes and drivers; projections, goals, targets, cross-sell, retain, profitability, compliance, and quality
Team Building – blends people into teams when needed; creates strong morale and spirit, defines success in terms of the whole team; creates a feeling of belonging the team; etc
Provides influence and authoritative advice
Analyzes long-term impact of new or anticipated strategies
Impacts department results and operational effectiveness
Leadership – participates as a member of functional leadership teams
Planning and organizational skills – effectively work outside an office with limited daily supervision; can engage resources (people, funding, material, support) to get things done; can orchestrate multiple activities at once to accomplish a goal; uses resources effectively and efficiently
P&C licensed in state of residence
Industry certifications preferred

Leave Specialist, Commercial Insurance Resume Examples & Samples

Effectively manages a caseload of leaves of absences (LOA) including FMLA, state, municipality and customer-defined paid and unpaid absences in accordance with applicable federal, state and company-defined requirements. Coordinates LOA with other benefits, such as STD, LTD, WC and ADAAA accommodations
Reviews healthcare providers` certification forms to evaluate appropriateness of LOA request; makes decisions in a timely and accurate manner, seeking second opinions when appropriate; issues payments where applicable and resolves appeals/late submissions in an appropriate manner
Requests, reviews, edits and releases letters in a timely and accurate manner, applying customer-specific requirements, where applicable
Answers incoming calls in a timely, empathic and professional manner, following department standards. Educates employees on rights, responsibilities and leave process and requirements, including coordination of state and other employer benefits
Completes leave management activities in accordance with department policies and procedures
Seeks eligibility confirmation from customer, when necessary and responds to customer inquiries in a timely, accurate and professional manner
Documents leave management activities in a timely, accurate and professional manner
Contributes to process/service improvements to gain efficiencies and /or enhance the customer experience
May be assigned to (a) provide guidance and mentoring to others and (b) projects assigned at managers discretion
One to 2 years experience in benefits administration, disability claims handling, and/or customer service
Excellent listening skills, verbal communications skills and time-management skills
Demonstrated ability to analyze problems and find the appropriate solution
Competencies should include customer focus, interpersonal ability, results orientation, adaptability, teamwork/collaboration

Territory Manager, Commercial Insurance Resume Examples & Samples

Create strategies toward achieving sales objectives and territory management
Develops and maintains an agency plant capable of producing profitable premium volume sufficient to meet territory annual assigned goals. Through the use of agency analysis, evaluates agencies and initiates action plans, identifying and capitalizing upon production opportunities and improving results within the assigned territory
Continually monitors and reports competitor activities along with suggestions to improve company's product and enhance the company's competitive position in the marketplace
Assists agency personnel in implementing company-marketing programs and initiatives to increase productivity and improve bottom line results
Develops a team relationship with other departments, including Underwriting. Provides reports to Region Managers/Home Office as directed
Effectively executes Liberty Mutual’s best practices like coordinating and participating in agency reviews and applying call preparation methods, analyzing agency specific data and providing analysis and assessment of sales results for assigned group of agents

Commercial Insurance Resume Examples & Samples

Oversees the servicing of a designated book of business as relating to marketing, claims, and administration
Researches an issues’ root cause, implements, and resolves policy-related issues
Recommends potential enhancements or improvements to processes, products, and/or policies
Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance
Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations
Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
Engages in Client strategy meetings to manage insured expectations for upcoming term
Develops and presents coverage plan and renewal terms to Client
Assesses and interprets exposure information from the Client
Analyzes quotes from carriers to determine appropriate recommendations
Interprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposures
Facilitates Client premium financing
Participates in negotiations with carriers for new and renewal quotes
Collaborates with senior staff in selecting new markets for submission and requesting quotes
Reviews new business opportunity information and provides related recommendations to Unit Manager/Account Executive
Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
Researches and understands industry trends and government regulations
Mentors and trains junior-level staff
Typically more than 7 years of Client services experience is required
Demonstrates strong working knowledge and experience within brokerage industry
Ability to attend company, department, and team meetings as required, including industry training sessions
Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
Ability to work outside of normal business hours as needed

Recovery Specialist, Commercial Insurance Resume Examples & Samples

Develop proficiencies in recovering Workers Compensation liens
Investigate and identify responsible third parties, determine liability, and use all available resources to maximize the recovery of the WC lien
Develop aptitude with the claims systems used in the Loss Recovery Unit (LRU) such as Bocomp, Exprs, and Outlook
Communicate with field office case managers, policyholders, injured employees, witnesses, etc. in order to gather information regarding the accident and uses internal and external resources when appropriate
Create a refund card with an estimation of the dollars expected to recover on the Workers Compensation lien
Notify third party and/or third party insurance carrier of our WC lien and right of recovery
Negotiate recoveries with attorneys, third parties, and/or co-defendants in coordination with branch office efforts to resolve the WC claim
Update files and provides claim summary reports as required
Notify branch office of recovery amount and file disposition
College degree or equivalent, directly related experience preferred

Commercial Insurance CPU Account Representative Resume Examples & Samples

Process endorsements
Issue Auto ID cards
Assemble/download policy documents
Enter coverage/policy detail into broker management system

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