Insurance Services Resume Samples

4.6 (98 votes) for Insurance Services Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the insurance services job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Resume Builder
CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Create a Resume in Minutes
AL
A Lind
Abigail
Lind
96327 Lexi Views
Houston
TX
+1 (555) 582 0032
96327 Lexi Views
Houston
TX
Phone
p +1 (555) 582 0032
Experience Experience
Houston, TX
Client Services Insurance
Houston, TX
Greenholt, Rath and Schmeler
Houston, TX
Client Services Insurance
  • Assist in the on-going development of Company Standards and Procedures
  • Provide technical support to colleagues and help in resolving their client problems
  • Assisting Directors/Account Executives in marketing new business prospects
  • Team Work
  • Participate in project work
  • Build relationships and provide support to a number of different teams across the Regions business
  • Provide an efficient, professional and friendly claims service to nominated clients
New York, NY
General Counsel, Risk & Insurance Services
New York, NY
Heller-Ernser
New York, NY
General Counsel, Risk & Insurance Services
  • Serves as a strategic advisor to the RIS CEO, to the MMC General Counsel and to other members of the senior leadership team
  • Serves on the Executive Committee of RIS and the Senior Leadership Team of the Legal, Compliance and Public Affairs (LCPA) Department
  • Provides sound advice on important regulatory, legal and compliance matters, including mergers and acquisitions, strategic hires, key initiatives, contracts, regulatory investigations, litigation and employment matters
  • Champions, reinforces and implements the strategic priorities of RIS and LCPA
  • Provides leadership and guidance to the global LCPA team within RIS and collaborates with other members across the department
  • Demonstrates financial acumen and a command of the budget of the LCPA Department for RIS
  • Develops relationships within and outside the organization, including with regulatory authorities, policymakers, trade associations, key clients and trading partners
present
Los Angeles, CA
Central Insurance Team Operations Manager Wholesale Lending Services Chicago
Los Angeles, CA
Toy, Johns and Hackett
present
Los Angeles, CA
Central Insurance Team Operations Manager Wholesale Lending Services Chicago
present
  • Provide mentoring, training and assistance to new and existing team members
  • Manage and assign tasks to complete work within designated SLAs
  • Manage the team’s production and quality
  • Provide direction and participate in planning activities
  • Assist in the creation and implementation of training and procedures
  • Perform trend analysis
  • Perform complex insurance reviews
Education Education
Bachelor’s Degree in Initiative
Bachelor’s Degree in Initiative
Indiana University
Bachelor’s Degree in Initiative
Skills Skills
  • Financial understanding to assess risk on a profitable basis
  • Able to produce detailed reports at various levels
  • Able to communicate effectively orally and in writing
  • Excellent project management focus
  • Ability to act as a strategic thought leader for business transformation
  • Ability to manage and prioritise workload to meet deadlines
  • Ability to analyse and use data for decision making
  • Strong negotiation skills
  • Strong interpersonal and communication skills
  • Ability to engage with and influence Business Representatives of all levels
Create a Resume in Minutes

15 Insurance Services resume templates

1

Treasury Services Sales Associate Commercial Banking Insurance Resume Examples & Samples

  • Understanding clients' Treasury cash management structure and objectives
  • Assisting with call preparation/follow-up, customer research, and pitch books, taking the lead on RFP/RFI development
  • Developing account plans, briefing memos and relationship reviews
  • Coordinating with product partners to develop solutions
  • Developing an understanding of competitors’ products and positioning within the client & market
  • Developing and maintaining client facing relationship reviews of all treasury services used by assigned clients; analyzing results
  • Identifying product extensions and growth opportunities
  • Working with the TMO on new bids including cost/benefit analysis, pricing and profitability models, etc
  • Developing recommendations and/or opportunities and proposal/pitch book generation
  • Working with TMO's to finalize sales through documentation coordination/negotiation and smooth hand off to implementation team
  • Work with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing
  • Work closely with TMO's to ensure correct pipeline reporting
  • Coordinating Credit Risk, Know Your Customer and other hierarchies with assigned Bankers
  • 2 years plus experience in cash management or related field
  • Basic understanding of the Insurance vertical across; Personal, Commercial, Life and Health segments
  • Knowledge and understanding of J.P. Morgan Treasury Services products, pricing philosophy, and billing process and procedures
  • Ability to recognize a client's needs and apply solution selling requiring a deep comprehension of our products, not surface level
  • Exposure to and understanding of treasury and cash management solutions typically used by clients with revenues over $20 Million
  • Strong drive/ambition to develop into an individual contributor salesperson
  • Demonstrated problem solving skills
  • Time management, organizational and planning skills
  • PC skills, highly proficient in Microsoft Applications (PowerPoint, Excel and Word) and internet based systems experience
  • Ability to mobilize internal networks and resources
  • Ability to work under deadlines and pressure
2

Client Services Insurance Resume Examples & Samples

  • Customer Care
  • Efficiency and Compliance
  • Perform the Broking Role for their portfolio of Clients dealing with Renewals and all mid-term alterations and queries
  • Achieve best client service in an efficient and friendly manner ensuring that all client deadlines are met
  • Support Account Executives to enable them grow their client account
  • Assisting Directors/Account Executives in marketing new business prospects
  • Provide an efficient, professional and friendly claims service to nominated clients
  • Follow CBD procedures for Renewals and New business
  • Maintain Company and regulatory standards/requirements including compliance and the Company's Excellence Model
  • Assist in the on-going development of Company Standards and Procedures
  • Participate in project work
  • Co-Operate with colleagues in a supportive, friendly and professional manner
  • Provide technical support to colleagues and help in resolving their client problems
  • Build relationships and provide support to a number of different teams across the Regions business
  • Business related degree or international equivalent
  • Exemptions from or progression towards the CIP qualification would be a distinct advantage
3

Guggenheim Insurance Services Resume Examples & Samples

  • Reviews and analyzes policy, financial and actuarial information contained in large data sets from multiple sources, such as inforce policies, policy transaction data and actuarial projections
  • Assists with resources for additional testing resources in order to meet the target dates as needed
  • Tracks and understands each data element from the source system through the data warehouse and reporting to the end process, documenting how the data element changes, how it is used, and ownership, requiring data analysis skills and process flow review
  • Uses results from interviews/data analysis and develop the logical data model that will be used as basis for development requirements
  • 2 – 3 years college level education
  • Demonstrated coursework towards a degree in data management, information technology, or mathematics preferred
  • Exposure to a professional work environment with focus on customer service
  • Basic knowledge of data warehousing, programming, business reporting, and/or customer service skills helpful
  • Ability to work independently as well as in concert with internal and external managers and staff, and build productive positive relationships
  • Able to prioritize multiple detailed projects, and be flexible with schedules
  • Demonstrated ownership and accountability for own performance and responsibility toward team
  • Working knowledge of database development, SQL and analysis tools (SQL Server or Oracle, Business Objects, MS Access)
  • Working knowledge of VB/VBA, C++, Java, or other Object oriented programming language a plus
  • Practical knowledge of basic office and PC applications, including MS Word and Excel, and awareness of business reporting tools
  • Able to multi-task and continue to execute under pressure
  • Self motivated and desire to learn
  • Ability to clearly articulate complex information to others and demonstrated analytical problem solving skills
4

Manager Finance Advisory Services Insurance Resume Examples & Samples

  • As a Finance specialist, you are supporting and advising our Insurance clients in accounting and regulatory topics
  • You are a key member or leading teams supporting our Insurance clients in adapting and transforming their Finance function, reporting processes and operating model - striking an optimal balance between effectiveness, efficiency and control
  • You pro-actively share your knowledge and experience - contributing to continuously coaching and developing our teams
5

Operations Specialist, Insurance Services Resume Examples & Samples

  • Facilitate the receipt of delivery requirements through telephone inquiries, email, facsimile with our advisors
  • High School Diploma or GED required, Associate's or Bachelor's degree preferred
  • 2+ years' prior administrative experience in a business oriented environment
  • Prior experience with insurance operations very helpful
  • Life insurance background or licensure preferred
  • Intermediate to advanced MS Office skills in Word, Excel, PowerPoint, Outlook required; Access a plus
  • Extremely detail oriented, and capable of multi-tasking in a fast-paced environment
  • Team player, flexible and adaptable with a positive, "can-do" attitude
6

Cib-investor Services Insurance Resume Examples & Samples

  • Manage ongoing Insurance Fund activity across the region, acting as Subject Matter Expert, and maintaining close working relationships and awareness across the business with responsibility for the product P&L
  • Providing strategic leadership for ongoing innovation and development of the product across Fund Services, Custody and other related products
  • Develop and maintain a deep understanding of the Insurance Fund market including new developments, client drivers, competitor activity and impact of any regulatory and tax changes
  • Define, communicate and validate strategy both internally end externally with industry experts
  • Oversee end to end Client delivery, identifying negative performance trends and work with internal partners to manage issues back to green
  • Responsibility for product documentation, websites etc. to provide clarity of our capability and product messaging, both internally and externally
  • Partner with operations, technology, sales and risk in defining a sound commercial approach for our Insurance Fund product offering
  • Work with Risk Management to define and manage product risk exposure
  • Prepare ongoing product reviews and respond to other ad-hoc requests as required
  • Provide thought leadership, both oral and written, preparing articles for both client and market consumption
  • Represent the business at industry forums
  • Develop & deliver high quality sales materials and presentations to clients, prospects etc
  • Travel within Europe & UK required
  • Qualified (or equivalent) to Chartered Accountant or Chartered Institute of Tax level would be beneficial
  • In-depth practical knowledge and experience of working with Insurance Funds within a UK Life Company
  • In-depth practical understanding of Investment Funds, ideally gained from Insurance or Mutual Fund unitised accounting experience
  • Strong understanding of taxation rules on Insurance Funds (CGT)
  • Strong understanding of the Insurance Regulatory framework including Solvency II
  • Self motivated and able to work independently, managing multiple assignments concurrently
  • Willing to constructively challenge where required and work collaboratively with partners
  • Strong analytical skills, able to translate complex regulations and other input into actions
  • Strong written and oral presentation skills, ability to self prepare quality materials and present confidently in multiple settings
  • Ability to reach creative solutions in response to client requests and strategic product goals
  • Able to understand a diverse and complex technology and operations infrastructure
  • Strong team player with an ability to pull together multiple partners in a productive virtual team environment
7

Application Services Consultant Insurance North Carolina Resume Examples & Samples

  • At least 4 years of experience in selling application development and/or managed services
  • At least 4 years of experience in application solution and delivery
  • At least 8 years of experience in selling application development and/or managed services
  • At least 8 years of experience in application solution and delivery
  • At least 8 years of experience in proposal writing and presentation material development and delivery
8

Application Services Consultant Insurance Northwest Resume Examples & Samples

  • At least 4 years of experience in proposal writing and presentation material development and delivery
  • At least 4 years of experience in interacting with clients
  • At least 1 year of experience in the Insurance industry
  • At least 8 years of experience in interacting with clients
  • At least 2 year of experience in the Insurance industry
9

Insurance Services Assistant Resume Examples & Samples

  • Assisting financial advisors with client paperwork
  • Submitting all applications
  • Processing all insurance servicing issues, such as client requests and policy changes
  • Updating CRM (Client Relationship Management) database with all client and agent communications
  • Providing world class customer service to all CPAs, financial advisors and clients
10

Insurance Services Representative Resume Examples & Samples

  • Support our goal of being easy to do business with by providing excellent service
  • Handle incoming calls for a variety of personal lines P&C policies in a timely/efficient manner
  • Meet established departmental service and quality assurance metrics
  • Min 2 years customer service experience in Personal Lines, preferably in call center environment
  • Basic MS Office skills
11

Insurance Services Operations Associate Resume Examples & Samples

  • Validate/ Index insurance paperwork in Visual Image system in preparation for processing
  • Review and load insurance Cover memos (product sales) into the AS400 system
  • Respond to advisor questions regarding insurance paperwork processes and procedures via phone and/or email
  • Notify and support Advisors to resolve paperwork issues with NIGO’s
  • Research and resolve ‘Commission No Match’ report
  • Work weekly life insurance refresh & disability reports to ensure accuracy of policy data in AS400
  • Process insurance operations mail and maintain the Ins Ops Inbox
  • Process automated bank draft return notices
  • Manually process policy issues, terminations, and policy maintenance transactions in AS400
  • Quality check and proof death claim packets
  • Minimum 1 year office experience in a business setting (preferred)
  • Customer Service experience (preferred)
  • General knowledge of all risk management products (preferred)
  • General knowledge of the financial planning industry (preferred)
  • Strong communication, interpersonal skills, and time management skills (required)
  • Demonstrate analytical and problem solving skills (required)
  • Excellent attention to detail (required)
  • Able to work independently with minimum supervision (required)
  • Proficient with MS office Applications (required)
12

Insurance Services Representative Resume Examples & Samples

  • Service incoming customer/broker calls in a busy call center environment (up to 60 – 100 calls per day)
  • Process various requests for a variety of personal lines property and casualty insurance policies
  • Demonstrate strong customer service verbal and written skills
  • Handle calls in a timely yet efficient manner
  • An active Property/Fire & Casualty license is Required*
  • Minimum of 2 years customer service experience specializing with Personal Lines Insurance, preferably in call center environment
  • Billing experience preferred
  • Bilingual Spanish is preferred
  • This shift will include Saturday as a regular work day, with ONE day off during the week (either Tue, Wed, Thu)
13

Chief of Insurance Technical Services Resume Examples & Samples

  • Ensure underwriting, claims and medical science standards are in line with and support the overall Asia Division strategic pillars, whilst supporting our business and customers
  • Provide the Asia Executive Committee and other decision-making bodies with timely and relevant information on areas of responsibility, including regular reports on progress against plans and budgets and on key performance indicators
  • Holds the highest approval authority limit in Asia (+$50 million) for all lines of insurance business in line with underwriting risk and compliance framework
  • Coordinates this limit with Asia CU’s and North America limits
  • Participates on the Manulife Global Underwriting and Claims Risk Committee and is the primary liaison with Corporate Risk Management regarding Underwriting practices
  • Sign-off authority on major process improvements that impact underwriting policies and procedures
  • Ensure adherence and alignment of the country and regional underwriting and claims team with Manulife policies and procedures and where appropriate, tailoring to meet the needs of the regulatory environment (inc. ensuring suitable consultation with Global)
  • Oversees regular management reporting including on UW and Claims performance and provides expert opinion and advice for both country management and Asia Senior Executive management on analytics trends both internally and externally
  • Work with relevant matrix execution and PMO teams to review multi-country delivery performance of initiatives impacting underwriting and claims and proactively provide advice on how to resolve issues or risks arising from across the portfolio
  • Escalating decisions to relevant Executive Sponsors and Asia Executive members as required to start, stop and pass through key project stage gates in regards to underwriting and claims
  • Contribute with countries on the recruitment and development of dedicated underwriters to support high net worth underwriting and new business across all Asian regions as endorsed by ADEC and Global
  • Continually develop Research and Development capabilities
  • Maintenance and enhancement of automated rules for underwriting and claims
  • Provide expert underwriting resource to local teams as regards risk and risk assessment
  • Research, recommendations and implementations of changes to medical and financial underwriting policies and practices to ensure Manulife Asia maintains a competitive edge while maintaining favorable mortality results
  • Review and coordinate appropriate levels of underwriting authority and medical limits
  • Recommend and implement underwriting philosophy and guideline changes per established approval process
  • Keeping abreast and compliant with regulatory impacts to underwriting practices
  • Create and maintain Underwriting and Claims Improvement focus
  • Working closely with MIS team, lead the development and use of predictive analytics for underwriting and product
  • Work closely with product and pricing teams to create new product supported by underwriting and risk innovation
  • Research and communicate trends affecting underwriting, risk and product
  • Create and own training and development of underwriters, claims and risk professionals
  • Oversee, create and deliver enhanced training in medical, claims and financial underwriting for teams in Asia
  • Create strong linkages between countries for development and mentoring
  • Train and Develop new capabilities such as tele-underwriting and alternative underwriting practice (lifestyle vs medical)
  • Oversee the successful delivery of relevant underwriting and claims transformation commitments related to major Asia improvement and growth initiatives
  • Works closely with Regional teams and Leadership peers to ensure world-class project management activities are embedded into Manulife Asia programs to ensure they are delivered to scope, budget and schedule expectations
  • Drives effective management of resources to drive resolution of identified project issues and risks, and gains internal / external buy-in that risks and issues are effectively mitigated within desired tolerance levels
  • Collaborate with appropriate regional leadership peers to attain necessary financial insights, reports and analysis to probe and investigate underwriting and claims metrics, expense categories and value realization
  • Responsible for validating the work of country and regional program teams in the creation of tangible and robust financial business / investment cases that support technicals initiatives across the Asia Division that are able to attain the support of Regional Finance and align to Asia strategic / business plan budgets
  • Collaborate with the Manulife IT and Operations team to build an ‘exciting and innovative’ culture within the teams across Asia that strives to be best in market and customer focused
  • Establish clear accountabilities and authority levels for direct reports and build a strong culture of accountability and performance in order to ensure delivery of business goals
  • Ensure the resource mix and talent is appropriate to the required delivery challenges across the Region
  • Promote excellence through the attraction, continual development and retention of high quality team members with the knowledge, skills and behaviours to deliver excellent outcomes and service
  • Demonstrate an understanding of and sensitivity to local regional and global sensitivities
  • Monitor and manage employee engagement
  • Establish organisational options and succession planning for the function and Long-Term Operating Model
  • Alignment to internal performance measurement mechanisms and working with peer leaders to properly identify High Potential and Outstanding performing talent
  • Provide career direction for direct reports through an understanding of all disciplines and their desire for career progression
  • Extensive knowledge and experience in all aspects of risk assessment- medical, financial, legal and compliance
  • Proven track record for strategic planning, tactical management and results driven success
  • Proven people leader
  • Strong operational leadership background
  • Excellent analytical ability and problem solving skills
  • Highly developed negotiation, influencing and networking skills
  • Detailed knowledge of life insurance strategies, products, concepts and pricing standards
  • Extensive knowledge of our distribution operations and how they interact with Underwriting
  • Ability to establish respected collaboration with our distribution partners through education, negotiation, and creative solutions on specific cases
  • Excellent presentation skills
  • Superior decision making abilities
  • Excellent oral and written communications
  • Ability to present concepts and knowledge in an effective manner to Underwriting Professionals, Industry Leaders, and business partners who may or may not have an understanding of Underwriting
  • Post-secondary education required, masters level or above, in business and relevant specialty
  • 10 year plus of industry experience
  • Ability to engage with and influence Business Representatives of all levels
  • Strategic vision leadership
  • Communication, coaching/mentoring
  • Promotes change
  • Manage effectively internal and external relationships
  • Financial understanding to assess risk on a profitable basis
  • Ability to analyse and use data for decision making
  • Able to communicate effectively orally and in writing
  • Able to produce detailed reports at various levels
  • Excellent project management focus
  • Communication at Executive levels
  • Ability to manage and prioritise workload to meet deadlines
  • Ability to act as a strategic thought leader for business transformation
  • Ability to challenge constructively on requirements or assumptions whilst maintaining positive and professional relationships
  • Complex problem solving skills
14

Director, Consulting Services, Insurance Resume Examples & Samples

  • Manage projects for various accounts to ensure proper execution and service delivery excellence
  • Manage assigned accounts
  • Stimulate organic growth and the pursuit of the Greater Montréal Insurance sector’s business development objectives in collaboration with the sector’s management team
  • Manage business opportunities by coordinating and guiding the process for key projects
  • Support service offers by guiding the strategy and supervising corresponding activities
  • Ensure the analysis, creation, and maintenance of plans for assigned accounts
  • Manage a team of delivery consultants for multiple clients in the insurance field
  • Present periodic reviews to senior management
  • Create a sales funnel for business development
  • A minimum of five years of relevant experience in business development and management in the field of insurance and/or IT
  • Relevant experience in financial management (profits and losses)
  • Experience managing IT consultants in a matrix environment involving multiple business units (an asset)
  • Experience in business development orientation and support in a consulting environment
  • Experience managing turnkey projects in the insurance field
  • Bilingualism (English and French)
  • Ability to work in an advisory role; demonstration of drive, autonomy, and leadership to promote the business unit’s success
  • Proven track record of success, with a management style focused on collaboration and participation; ability to give presentations to all levels of the organization
  • Strong intellectual capacities (innovation management, business acumen, problem solving, strategic agility, etc.); action-oriented approach, flexibility, critical thinking, and creative problem solving
  • Solid communication skills that inspire the respect and engagement of collaborators and team members
  • Ease in interacting with recruitment teams to consolidate staffing activities and organic growth
15

Insurance Services Representative Resume Examples & Samples

  • Support our goal of being easy to do business with by providing excellent service
  • Handle incoming calls for a variety of personal lines P&C policies in a timely/efficient manner
  • An active Property and Casualty Insurance licensed is required for qualified candidates.*
  • Minimum of 2 years customer service experience specializing with Personal Lines, preferably in call center environment
16

Support Services Rep-frisco National Insurance Center Resume Examples & Samples

  • Computer knowledge: MS Word, Excel, and Outlook
  • Strong interpersonal, verbal and written communication skills, excellent listening skills, and organizational skills
  • Ability to work in fast pace environment
  • Must have demonstrated an ability to learn within a short period of time
  • Ability to prioritize and manage multiple tasks
  • Healthcare terminology
  • Customer Service skillls
  • Ability to research and work independently
  • Data Entry and 10-key by touch
17

Senior Associate, Title Insurance Services Resume Examples & Samples

  • Client Relations for the assigned client entail receiving client concerns and requests, written or verbal, pertaining to back office processes such as account closures, settlements, payment in full, and cease and desist accounts
  • Minimum one year experience in Real Estate, Property Appraisal, Mortgage, Banking or Finance
  • High School diploma is required
  • Must be proficient in Microsoft Applications including Excel & Word
18

General Counsel, Risk & Insurance Services Resume Examples & Samples

  • Serves as a strategic advisor to the RIS CEO, to the MMC General Counsel and to other members of the senior leadership team
  • Serves on the Executive Committee of RIS and the Senior Leadership Team of the Legal, Compliance and Public Affairs (LCPA) Department
  • Provides sound advice on important regulatory, legal and compliance matters, including mergers and acquisitions, strategic hires, key initiatives, contracts, regulatory investigations, litigation and employment matters
  • Champions, reinforces and implements the strategic priorities of RIS and LCPA
  • Provides leadership and guidance to the global LCPA team within RIS and collaborates with other members across the department
  • Exhibits strong written and oral communications skills
  • Demonstrates strong project management skills and continually searches for a smarter way to meet the team’s responsibilities
  • Possesses broad management skills and has a demonstrated track record of attracting, retaining and promoting great talent
  • Demonstrates financial acumen and a command of the budget of the LCPA Department for RIS
  • Develops relationships within and outside the organization, including with regulatory authorities, policymakers, trade associations, key clients and trading partners
  • Manages relationships with outside counsel and strikes the appropriate balance between the use of outside counsel and internal resources
  • Leads by example
  • Promotes an ethical culture where employees are encouraged to voice their concerns and opinions
  • Demonstrates the ability to hold leaders and managers accountable for creating a culture of integrity
  • Above all, exhibits sound judgment
  • 15+ years at a law firm, in-house corporate legal department or government agency
  • Multiple areas of subject matter expertise, ideally including familiarity with the insurance industry
  • Qualification and license to practice law
19

Consultant, Global Insurance Services Resume Examples & Samples

  • Pursuing a Bachelor’s or Master’s degree in related field
  • US citizen or valid US work visa
  • Experience with database software and/or predictive modeling
  • Well-developed aptitude for quantitative and qualitative analysis
  • Ability to work independently in fast-paced, multi-tasked environment
  • Ability to interface with team members and client personnel in demanding, deadline-driven situations
  • Ability and willingness to learn and adapt in an ever changing environment to meet client needs
  • Ability to manage multiple workflows simultaneously while managing time and budget
  • Proficient with PC environments and related software, including Microsoft Office applications, especially advanced skills in Excel
20

Senior Insurance Services Consultant Resume Examples & Samples

  • Support the Insurance Operations Manager driving a high performance culture through team engagement, reward, recognition, and coaching
  • Provide the highest standard of service to our dealership network, customers and underwriters
  • Be the team’s Subject Matter Expert on all product and change initiatives, product and technical assistance and training new inductees
  • Complete call evaluation coaching and be an escalation point for complex Insurance queries
  • Establish and maintain strong relationships with key stakeholders
  • Negotiate with underwriters and dealers
  • Where required support the team with new business quoting and the retention of existing customers
21

Associate, Insurance & Risk Advisory Services Resume Examples & Samples

  • Risk Management Solutions
  • Regulatory Compliance & Advisory
  • Transformation Solutions
  • As part of a team on IRAS engagements across IRAS service areas, responsible for project management and project support including
22

Manager, Risk Financing & Insurance Services Resume Examples & Samples

  • Identifying and quantifying insurable exposures
  • Developing and negotiating insurance programs
  • Reporting and overseeing insurance claims
  • Serving as the subject matter expert for insurance-related items in various transactions
  • Managing the activities of third party vendors (e.g., insurance brokers); and
  • Building and maintaining relationships with insurance company underwriters
  • 5+ years of experience in the commercial property and casualty insurance space, preferably covering complex, global institutions
  • The ability to identify and address insurance-related issues in acquisitions, divestitures and third party contracts
  • A demonstrated understanding of insurance claims' reporting and management requirements
  • Familiarity with financial, statistical and operational risk principles as they relate to insurance program development and management
  • Strong leadership, analytical and problem solving skills with the ability to manage multiple projects simultaneously
  • Minimum BA or BS undergraduate degree; with an MBA and/or post-graduate insurance-related certifications a strong plus
23

Insurance Services Rep Resume Examples & Samples

  • Serve as a resource to the insurance follow up team; notify Supervisor of ongoing issues or concerns within the department. Provides training and mentoring of new hires and participates in the interviewing process
  • Researches and resolves complex unpaid accounts receivable and makes any corrections in the practice management system necessary to ensure maximum reimbursement for all HHP physician services
  • Establishes and maintains a professional and collaborative relationship with all HHP staff in order to resolve problems and increase knowledge of account management
  • Performs related duties as required
  • High school diploma/GED
  • 3 years of experience working in a multispecialty group practice, healthcare system with an ambulatory focus, or academic medical center required
  • 3 years of experience in working with a medical office/hospital accounts receivable system required
  • Advanced understanding of insurance payor reimbursement, collection practices, and accounts receivable follow-up required
  • Advanced understanding of clinic operations related to patient registration, referrals, and cash collections required
  • Good data entry skills and ability to use 10-key by touch with high accuracy rate required
  • Basic MS Office skills required (Word, Excel, and Outlook)
24

Central Insurance Team Operations Manager Wholesale Lending Services Chicago Resume Examples & Samples

  • Manage and assign tasks to complete work within designated SLAs
  • Provide mentoring, training and assistance to new and existing team members
  • Manage the team’s production and quality
  • Monitor sick/personal/vacation days of team members
  • Be an insurance subject matter expert for our business partners
  • Perform complex insurance reviews
  • Demonstrate creative problem solving and solid judgment/decision making
  • Rigorously control insurance risk in a dynamic operations environment
  • Assist in the creation and implementation of training and procedures
  • Perform trend analysis
  • BA/BS degree preferred
  • Minimum 3-5 years operations management experience, including with managing direct reports
  • Credentialed insurance professional or related experience in financial services
  • Minimum 3-5 years of property and casualty experience, including Flood, Windstorm, Seismic, Environmental, Terrorism, Fine Art, Builders Risk, and Liability is preferred; comparable professional experience will be considered
  • Possess or develop an understanding of the Flood Disaster Protection Act and Write Your Own (WYO)/NFIP insurance
  • Independent, self-motivated with an ability to adapt and be flexible in a team environment under high pressure situations
  • Ability to report results in a clear, concise manner at the appropriate level
  • Excellent time management and organizational skills
  • Detail-oriented with a strong emphasis on quality
  • Strong client focus and ability to partner with various internal and external groups
  • Possess a solutions-oriented mindset
25

Cib-treasury Services Large Corp-insurance Resume Examples & Samples

  • Strong experience selling cash management products, knowledge of such products (5-7 years industry experience)
  • Clear command of competitors' products, strategies and value propositions
  • Proficiency in identifying and exploiting supplemental sales opportunities
  • Demonstrated ability to position and close new business
  • Ability to assist in the design, sale and delivery of value-added services
  • Competence in assessing new opportunities/prospecting, contacting key decision makers
  • Strong account planning and demonstrated execution
  • Comprehension of customer's industries, business needs and potential solutions
  • Demonstrated leader through the ability to motivate others and provide a strategic vision
  • Excellent verbal and communication skills
  • Strong ability to influence and negotiation skills
26

Finance & Insurance Regional Manager for Allstate Dealer Services Resume Examples & Samples

  • Work with existing agents to produce sales from our products. Visit their agencies, meet their employees, make client/prospect calls with them, establish individual plan with each to obtain sales goals
  • Prospect for new agents. Solicit new agents in order to write business with Allstate. Establish and monitor prospect lists. Seek out new sales opportunities to grow Direct Channel client base
  • Determine and accountable for Regional game plan in order to achieve sales goals
  • Monitor and manage loss ratios. Review loss ratios for the territory, consult with the loss control department, and help facilitate necessary action when needed
  • Administrative duties. Participate in weekly 30 minute sales call with National Sales Director, update monthly sales reports, weekly triple visibility emails, account detail, and submit timely expense reports
  • Attend periodic meetings. Attend NADA, annual sales conference, agent council meetings, sales meetings
  • Train and support Account Relationship Managers
  • Support generating profitable growth and achievement of the national annual VSC, Ancillary and GAP sales production and agency enrollment plans within the Direct Channel
  • Support production and education strategies to enable ADS to achieve and sustain business plan objectives
  • Understand and support strategic business plans with clear objectives, tactics, and specific action plans to achieve goals
  • Ideal candidate will live West of the Mississippi (Texas, Colorado or West Coast)
  • Knowledge of dealership Finance and Insurance (F & I) department
  • At least 3 years in retail dealership Finance and Insurance experience
  • At least 3 years marketing finance and insurance products to dealers
  • Candidates must have excellent verbal, written and public speaking communication skills
  • Exceptional problem solving and interpersonal skills
  • Ability to perform individual and group training
  • Ability to perform simple mathematics
  • Advanced knowledge of Microsoft Office
  • Must be open to traveling 50%-70%
27

CIB Investor Services Sales Insurance Sector Client Executive Associate Resume Examples & Samples

  • Proactively managing client relationships through a strategic and consultative sales approach
  • Being accountable for commercial relationships in Investor Services which includes contract negotiations, pricing/billing and revenue tracking and forecasting
  • Gaining an in-depth understanding of client operational processes and challenges in order to strategically position JPMorgan as best-in-class service provider
  • Working effectively with internal partners in product management, implementation, client service, legal, operations and technology to execute flawlessly for clients
  • Identifying, pricing and winning new business based on knowledge of a client’s current and future requirements
  • Managing the client's and J.P. Morgan’s risk through frequent operational touchpoints and escalation governance
  • Providing frequent updates to clients on developments in the regulatory environment and technological landscape
  • Working across markets, banking and asset management to pursue opportunities for the IS business as well as generating cross-sell opportunities for other lines of business
  • Possess strong client-facing skills able to interact at all levels of a client organization (operations to C-suite)
  • Possess strategic, creative and problem solving skills as well as solid written and verbal communication skill
  • Possess a working knowledge of J.P. Morgan’s Investor Services product offering
  • Solid understanding of financial markets and products including traditional asset classes and alternative products
  • Have an understanding of the insurance and asset management industries
  • Be proficient in building and maintaining positive client relationships
  • Demonstrate capability to identify and close sales opportunities through an active client calling effort and partnership with Product teams
  • Demonstrate excellent time management, organizational, team building and planning skills
  • Have strong quantitative and analytical skills with a solid understanding of financial markets
  • Active holder of the FINRA Series 7 and 63 securities licenses
28

Insurance Services Exam Manager Resume Examples & Samples

  • Candidates will primarily perform financial condition and market regulation examinations and other regulatory consulting services for state insurance departments
  • Provide timely, high quality client service that meets or exceeds client expectations, while developing and maintaining productive working relationships with client personnel and assessing client satisfaction
  • Develop and review financial examination plans and lead execution of the exam strategies while proactively managing all aspects associated with financial exam engagements (planning, fieldwork, and completion)
  • Manage completion and review of engagement planning, exam procedures, and reporting deliverables prior to delivery and review by the engagement partner
  • Direct all activities within exam and other related projects, including communicating with client management, coordinating the work of other team members, completing and monitoring fieldwork progress and providing updates to the client, Senior Managers, and Partners
  • Demonstrate a broad understanding of complex accounting and auditing concepts, with the ability to apply them to specific client situations
  • Evaluate internal control systems and policies and procedures; making recommendations for improvement
  • Provide day-to-day guidance and oversight of staff working on your engagements; actively working to promote and recognize areas for staff to enhance their performance and looking to gain efficiency by leveraging staff strengths
  • Contribute to our positive, team-oriented culture by maintaining cooperative relationships, sharing information, and accepting and providing constructive feedback
  • At all times, maintain an executive presence and professional demeanor, reflective of the Firm
  • Excellent oral, written, and presentation skills to effectively communicate with all levels of management and staff
  • Sound judgment with the ability to make decisions in an effective and efficient manner
  • Ability to develop and maintain on-going collaborative relationships with team members and clients
  • Bachelor's Degree in accounting or finance required
  • Experience within insurance industry is required
  • Certified Public Accountant (CPA) and/or Certified Financial Examiner (CFE) license is required
  • Willingness to acquire CFE license within three years of employment is required
  • Other professional certificates are preferred
  • Ability and willingness to meet travel demands required
  • Current knowledge of NAIC standards and statutory accounting principles required
  • Ability to effectively perform examinations and manage staff with multiple assignments and priorities while meeting deadlines required
  • Demonstrated understanding, purpose, and deployment of risk assessment and auditing methodologies required
  • Demonstrated analytical and research skills with an emphasis on quality preferred
  • Ability to coordinate and schedule financial exams, prepare and review work papers is required