Manager, Insurance Resume Samples

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C Klocko

Clara

Klocko

6675 Kareem Plaza

Houston

+1 (555) 856 0758

6675 Kareem Plaza

Houston

Phone

p +1 (555) 856 0758

Experience Experience

Phoenix, AZ

Manager, Insurance

Phoenix, AZ

Moore-Breitenberg

Phoenix, AZ

Manager, Insurance

Assist in the coordination and design of web content to implement product enhancements developed by management
Provide risk management support for The Ritz-Carlton Residences operations group
Create and manage fidelity bond and directors & officers insurance coverage placements and renewals for the Ritz-Carlton Residences
Provide risk management support for the operations groups
Act as the single point of contact to report technical problems or to make inquiries about risk management
Work with management team and vendors to set up future company products and structures to meet VCI’s strategic objectives
Assist in the management of the broker

San Francisco, CA

Branch Manager Insurance

San Francisco, CA

Corwin, O'Connell and Kilback

San Francisco, CA

Branch Manager Insurance

Ensure compliance with corporate policies and industry regulatory bodies by
Performing Tier 1 Supervision of advisors in their submission of New Life Insurance Business Applications
Coordinating and monitoring licensing, compliance, administration and new advisor registration as well as advisor off-boarding
Conducting New Life Business Reviews and further investigations if necessary
Review of In-force policies to ensure they are remaining on track
Prepare reports of findings and follow up for resolution of deficiencies
Staying informed regarding insurance and investment industry trends and issues

present

Chicago, IL

Risk Manager Insurance Services

Chicago, IL

Koss Inc

present

Chicago, IL

Risk Manager Insurance Services

present

Control the marketing process and/or renewal process in a timely manner
Lead meetings with executive management to review coverage options and lead annual Northern Trust Services, Inc. Board of Directors meeting
Issue binding orders
Answer general insurance inquiries from NT partners
Coordinate language and coverage enhancements with internal and external counsel
Negotiate terms and conditions with selected carriers
Participate in surveys; keep abreast of marketplace conditions

Education Education

Bachelor’s Degree in Business

Tulane University

Bachelor’s Degree in Business

Skills Skills

Strong leadership qualities and excellent interpersonal skills (both written and oral)
Strong insurance knowledge and experience of the regulatory and compliance environments
Product Marketing experience within Financial Services with a strong focus on insurance and consumer financial products
Strong quantitative and analytical skills (statistical, mathematical and data analysis)
A solid understanding of the Automotive and Financial Services industry
Extensive technical knowledge of the Automotive Insurance business · BDM/Sales experience within the dealer channel
Ability to understand market trends and develop new ancillary products
Demonstrated knowledge and experience with project management methodologies and techniques
Knowledge of Dealer reinsurance programs
Thorough knowledge of the US insurance and ancillary product business

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Manager, Insurance Marketing Resume Examples & Samples

Completing underwriting submissions and policy specifications
Collecting data on exposures including but not limited to asset values and descriptions, statements on financial performance; and documentation on executive risk
Developing a marketing strategy for each insurance placement
Supervising the Company’s insurance brokerage firms during the insurance marketing process
Responding to inquiries posed by underwriters in connection with submissions
Working in collaboration with Insurance Operations to develop schedules and loss statements used for renewals
Making recommendations on the selection of insurance quotes to SVP – Global Insurance Management
Binding coverage and where applicable fulfilling subjectivities on selected insurance policies
Submitting insurance certificate requirements of each placement to the selected insurer; and
Fulfilling requirements of the Company under lending arrangements by submitting appropriate evidence of insurance to lenders and their consultants
Consulting with portfolio companies on their marketing and placement of insurance policies
Serving as an advisor to the SVP – Global Insurance Management on relations with global insurance markets
Supporting the AVP – Insurance Operations and the Insurance Operations Unit on the allocation of premiums and the addition and deletion of locations under various insurance policies; and
Working with business units within the Company to review and make changes to the insurance requirements, loss limitation, and indemnification section of contracts
Knowledge of commercial insurance policies including but not limited to a thorough understanding of common terms and conditions, the scope of coverage, and the process for underwriting and servicing such policies
Strong problem solving skills with the ability to analyze and explain complex data through written and verbal presentations
Excellent written and verbal communication skills with the ability to interact professionally with colleagues and service providers in a global setting
Flexibility to complete assignments requiring collaboration with individuals located in different time zones across the world
Ability to work independently by paying attention to detail, prioritizing work and managing time in a deadline-driven environment; and
Dedication to working in a team environment where transparency and collaboration are highly valued
Completion of or commencement of coursework towards a graduate degree in business, risk management, insurance, law, or accounting/finance
Completion of or commencement of coursework towards certification for CPCU, CIC, CRM or other equivalent designation
5+ years of work experience performing insurance transactions in a professional capacity either for an insurance brokerage firm servicing large and/or risk management clients with international operations or for the risk management department of a multinational company
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

Regional Manager, Insurance Services Resume Examples & Samples

Superior Insurance knowledge
Minimum 15 years of previous work experience working in a large financial services or similar environment
Financial planning OR insurance designation (CFP/PFP or CLU)
Experience in managing/leading or coaching others in a distance-based relationship including demonstrated relationship and team building skills
Exceptional written and verbal communication skills that include professional presentation and public speaking skills
Client service experience
Ability to cultivate relationships and collaborate across Businesses and naturally adept at partnering with peers and colleagues
Provincial Life licensed (Or willingness to become within 6 months of hire) and Advocis member
Excellent working knowledge of Power Point, Excel and Word

Digital Marketing Manager, Insurance Resume Examples & Samples

Leading and executing (under the guidance of Marketing Leader) growth initiatives across all online cross-sell touchpoints including online service centres; banners; web content; and application forms
Developing and delivering new collateral (both online and offline) and customer experience mapping for the launch of new products through existing and new cross-sell channels
Working closely with Sales and Enterprise Information Management (EIM) to develop digital reporting on campaign effectiveness, conversion funnels, customer experience and return on investment
Creating and fostering strong working relationships with Insurance business partners in Consumer, New Zealand and Digital. Championing Insurance to maximise opportunities for integration within partner collateral, websites and consumer finance sales processes
Working collaboratively with your leader and peer (Relationship Marketing Manager – Insurance), you will contribute to the direction of the Insurance Lifecycle Marketing Program, ensuring the plan for this program is aligned to the overall marketing and distribution strategy for GE Money Insurance and that any calls to action work seamlessly with digital infrastructure
Evaluating emerging technologies to provide thought leadership and perspective for adoption / pilot, where appropriate
Identifying consumer and competitor trends and insights to optimise and continually evolve our digital sales channels
Supporting the business broadly with ad hoc projects and audits for example, regulatory projects, new sales channel initiatives etc
Minimum 5 years in a digital marketing function within insurance / financial services environment
High level of exposure to financial services distribution dynamics including an appreciation of the regulatory environment, compliance and risk
Sound marketing experience and understanding. Experience in developing and executing customer centric initiatives delivering strong sales results
Strong analytic capability and business acumen
Good knowledge of the whole digital marketing mix, including a solid understanding of the importance of segmentation
Practical knowledge of web analytics eg. Google, omniture – enabling you to interpret data for insights to inform activity
Experience in dealing with and managing external agencies - advertising agencies, print bureaus, etc
The ability to manage marketing budget effectiveness demonstrating return on investment
Strong, proactive stakeholder management
Strong communication both written and oral
Business / financial acumen
Thrives in a fast-paced, execution focused work environment
Enjoys working autonomously and as part of a matrix team
Customer and results oriented
Shows initiative and tenacity

Cmd Business Development Manager Insurance Month Contract Resume Examples & Samples

Acting as the business development point of contact for Insurance and specifically Solvency II and IFRS
Establishing and implementing a business development strategy, structure and processes (including leveraging business development knowledge and best practices from across the firm) to ensure a coordinated approach and messages to clients
Driving pipeline and lead the pursuit process for all major opportunities, including contribution to Solvency II and IFRS pipeline
Managing and attending client, prospect and/or intermediary events and ensure effective follow up on these events
Monitoring short and long-term ROI measures and taking responsibility for delivery and evaluation of ROI on specific Solvency II and IFRS campaigns
Coach Partners and staff on business development and opportunity/pursuit management
Working effectively with other parts of the business development, marketing, and communications areas, especially the Opportunity Management, Buyer Programmes, Thought Leadership, Event Management and Media Relations teams and ensures activity is properly targeted, driven and delivers return on investment
Support, drive and deliver key solvency II and IFRS Sales Campaigns when required
Bringing curiosity and challenge so that business development campaigns are continuously improved and experience, information and knowledge are shared
Ensuring the messages and learnings from Client Feedback are shared and acted upon to help increase opportunity conversion and client satisfaction
Global and Central Cluster – to the extent agreed with UK Insurance leadership, contribute to and ensure that global and central cluster materials or activities which are of benefit to the UK firm revenues are created and leveraged
Proven track record in business development, sales and client relationship management ideally within a professional services environment and/or Financial Services (in particular Insurance)
Proven ability to coach partners and staff on business development and opportunity/pursuit management
The proven ability to drive and develop pipeline opportunities
Strong knowledge of Velocity, SPIN, Miller Heiman or another relationship/sales methodology and proven experience in driving opportunities through to revenue
The ability to implement both strategic and tactical initiatives across marketing, sales and business development
Creative and innovative approach
Proactive with a positive ‘can do’ approach
A sound business understanding as well as being commercially and risk aware
Client focused with strong relationship skills
Strong project management skills and the ability to manage multiple projects at a time
Self starter able to work effectively as part of a ‘virtual team&#8217
A team player. Able to actively contribute & participate as a member of the CMD function
The ability to form networks with Partners & staff at all levels and influence effectively

Client Manager Insurance Resume Examples & Samples

Provide technical and direct account service assistance
Maintain client service standards
Develop custom analytical reports and provide technical assistance with rating and underwriting platforms
Initiate renewal procedures for existing accounts
Maintain insurance records for accounts including writing account summaries, compiling, calculating and coding insurance data, managing information and ensuring profitability
Perform claim review, marketing and billing processes
Resolve customer inquiries and problems pertaining to insurance products and services
Property and Casualty license preferred
Account management experience preferred
Technical knowledge of product area or industry
Knowledge of Insurance and/or Brokerage business
Knowledge of principles and processes of business management
Knowledge of principles and methods involved in promoting and selling services
Personal Computer skills with expert level Excel and Word skills
Interpersonal skills, including relationship-building skills with clients and co-workers
Able to establish and maintain working relationships
Ability to work in a team atmosphere
Mentoring capabilities
Critical Thinking Skills
Organization Skills

Marketing Manager Insurance Vertical Resume Examples & Samples

4-year College Degree (preferably in Marketing or Business) or equivalent in work experience. MBA preferred
A minimum of 7-10 years in-depth, business-to-business consultation and strategy development
Extensive experience in messaging and value proposition development
Extensive direct marketing experience including but not limited to direct mail, email, SEO/SEM, industry events/conferences, webinars, social media, online and print advertising, and customer events
Ability to review marketing analysis to uncover underlying drivers, assess potential impact and design metrics
Experience in leading projects in their entirety and in handling multiple projects with strong project management
Experience in working in a matrix environment with multiple stakeholders and partners
Experience in handling vendor relationships on all levels
Experience in using contact management systems, CRM and/or marketing databases and the know-how to leverage its functionality to maximize lead generation and up-sell/cross-sell opportunities
Experience with budgeting and planning processes
Experience with integrated lead generation/nurturing, up-sell/cross-sell, and retention programs and processes
Experience in insurance or law enforcement industry preferred
Vertical, Sales & Marketing Alignment

Product Manager Insurance Resume Examples & Samples

Identify and assess product opportunities based on market demands, competitive analysis and business relationships
Research new product opportunities, risk assessment and revenue growth to the firm
Serve as additional subject matter expert on product offerings; build the bench
Provide senior management more comprehensive reporting for the insurance platform
Bachelor's degree required
Strong experience in relationship and project management
Strong verbal, written and interpersonal skills
Proficient in Microsoft Word, Excel and PowerPoint

Marketing Manager Insurance Resume Examples & Samples

Work closely with UK insurance leader and sector leads to develop and lead on major go to market Insurance projects across the UK
Responsible for the UK Insurance marketing plan, budget and effectiveness tracking
Support the development and delivery of EMEIA insurance marketing plan
Deliver campaigns utilising ‘sound’ marketing thinking and broad marketing communication tools; which will include events, thought leadership, sponsorships, digital and web. You will also be responsible for monitoring and reporting/ROI
Work closely with the insurance UK/EMEIA account community to ensure that content and campaigns are being fully leveraged and that account teams understand what go to market materials are available
Develop a UK Insurance marketing plan to support Insurance achieve their growth objectives across not just the UK, but also the EMEIA region and in line with global priorities
Responsible for a select suite of EMEIA Insurance Strategic Solution campaigns - supporting the Insurance Senior Marketing Manager deploy cross border campaigns
Liaison with the Global Insurance Centre to ensure marketing programmes and global initiatives are being deployed into EMEIA Insurance accounts – including feeding themes and content upwards to the global centre as well as through to EMEIA network
Play a leading role in positioning the brand marketing and communications function within the UK business as one which is recognised for delivering ‘value’ and ‘go to market’ best practice specifically demonstrating
Leadership, sound judgement and experience
Creative input to commercial business plans, marketing plans and activity
Improvement of processes and practices within the team
Quality assurance, particularly in relation to written and design output
The championing of the FSO marketing team, its role, services and approach
People management, counselling and support
Professional services experience and, ideally, knowledge of the UK insurance landscape would be an advantage
Self starter able to take ownership and personal responsibility
Excellent interpersonal communication skills - written and oral
Energetic, personable, team player with a willingness to ‘muck in’ where necessary
Strong project management and experience of leading projects, people and resources, as well as managing and coaching more junior team members
Creative flair and confidence
Strategic thinker who can work across all levels of an organisation, but with demonstrated practicality, commerciality and client focus
Exposure to executive level staff and the ability to develop trusted business relationships with senior internal and external clients and suppliers
Strong influencing skills at all levels within the business
Self belief and ability to present those beliefs persuasively and with conviction

Compliance Manager Insurance Resume Examples & Samples

Have a legal background in governance and regulations
Testing and identifying additional evidence to validate the compliance plan
Excellent regulation knowledge
Financial services experience - 5 + years
Law degree / qualified solicitor
General Insurance experience essential
Ability to demonstrate the requirements for standards for risk and compliance management in Ireland
Any overseas experience would be advantageous

Manager, Insurance Resume Examples & Samples

Ancillary products is a complex high risk department for VCI with significant impact on future revenue
Failure to successfully manage ancillary products will have a significant impact on future revenue for VCI and diminish support for the VW & Audi Brands and its Dealers
Work closely with the Senior Project Manager, General Manager and Vice President of Marketing to effectively manage the set up and structure of our ancillary programs
Work with management team and vendors to set up future company products and structures to meet VCI’s strategic objectives
Escalate anticipated risk with mitigation and contingency options to management
Develop strategic partnerships with vendors and consultants to develop an understanding of the projects goals and processes
Manage regulatory and compliance changes for insurance and obligor companies
Manage the procurement process and ensure that all contractual documents are reviewed and completed per state regulations
Review all contracts and future contract changes with legal & compliance teams
Set up dealer reinsurance programs with TPA’s and ensure dealer migration is successful and managed accordingly
Assist with the structure of the sales teams and recommend changes to existing structures and programs, continually develop new programs that will support and enhance VCI profitability and dealer engagement
Provide operational support for dealers and VCI field staff
Define the service, future positioning and messaging required to develop sales/insurance collateral, customer communications and PR communications strategies for all stakeholders
Manage the integration of the insurance and service programs into the vehicle purchase process and other related transactional opportunities
Develop annual business plans for each insurance and service program based upon strategic input from the manager of product and business development, co-brand providers, and brands
12 - 15 years of Financial Services experience related to Consumer Financial Products and Services
8 - 10 years of professional experience specific to the Insurance industry with a focus on Automotive and working with Dealerships
Product Marketing experience within Financial Services with a strong focus on insurance and consumer financial products
Demonstrated knowledge and experience with project management methodologies and techniques
A solid understanding of the Automotive and Financial Services industry
Strong leadership qualities and excellent interpersonal skills (both written and oral)
Extensive technical knowledge of the Automotive Insurance business · BDM/Sales experience within the dealer channel
Thorough knowledge of the US insurance and ancillary product business
Knowledge of Dealer reinsurance programs
Experience managing 3rd party Administrators (TPA’s)
Extensive experience with insurance migration projects
Strong insurance knowledge and experience of the regulatory and compliance environments

Wholesale Loan Operations Manager Insurance Servicing Team Resume Examples & Samples

Establish productivity targets and manage staff accordingly
Maintain relationship with outside vendors and internal business partners (Audit, Risk, LOBs supported by the Insurance function)
Improve Quality through the identification and reduction of risk by educating, increasing and standardizing controls and quality checkpoints (QA, QC)
Manage monthly Insurance Lender Placement process, Insurance disbursement process and Lender Placement Refund process
Manage QA and QC fails and oversee coordination of assigning, responding to and correcting fail within established SLAs
Create and maintain a culture that demonstrates commitment to the firm’s core values at every opportunity with internal and external customers, as well as co-workers
Perform quality reviews to ensure staff is following procedural guidelines
Perform monthly one-on-one meetings with staff, host regular staff meetings and manage all performance review activities. Facilitate daily huddles to prioritize work
Ensure processes are well documented via formal written procedures/playbooks/workflows, maintained in a central repository, revised as needed and reviewed/reapproved annually
Ensuring close partnership with the Flood Insurance Ops Manager
Perform additional duties as requested by Manager
Education: Bachelor’s degree preferred, with a high school diploma required
Experience: 5 or more year’s supervisory experience, including the use of metrics and quality based assessment measures
Highly customer oriented with ability to be responsive and manage issue resolution
Positive and flexible management style
Knowledge of insurance documentation, flood compliance or other related experience preferred
Must enjoy working with people and have the ability to motivate, mentor and lead a team

Manager Insurance Investigations Resume Examples & Samples

Tactical leadership of insurance investigative capability with a particular focus on asset recovery, loss prevention and development of intelligence as well as criminal prosecution of offenders in appropriate cases
Co-ordination, motivation and development of the insurance investigation team into a cohesive, highly motivated and satisfied work group
Conduct and manage specific complex and high impact investigations in partnership with CIS specialized investigation teams and the Senior Manager International Investigations
Advises CIS senior management of fraud issues, significant control weaknesses or deficiencies and trends identified during investigations using standardized reporting
Effective and strong people management skills
Highly developed organizational skills
Minimum 10 years’ experience conducting investigations and/or similar experience
In-depth knowledge of insurance processes

Account Manager Insurance Brokerage Trainee Resume Examples & Samples

Inputs data into the appropriate software for vendors/carriers/clients within required timeframe
Records and makes necessary changes/updates as appropriate
Ensure that all internal controls and procedures are followed
Research, communicate and accurately resolve basic customer service needs according to the commitments and standards set forth by the department
Exhibits client focused behavior and applies knowledge and training to support client needs
Comply with department processes, procedures and/or programs
Effectively operates all department equipment and software applications
Execute administrative duties as assigned
High School Diploma or GED required; Bachelor’s degree preferred
1 year of relevant work experience
Ability to work in a team environment as well as independently
Must obtain and preserve required licenses/certifications
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

Assistant Manager Insurance Operations Resume Examples & Samples

Supervision of HWIAL Contracting, Distribution and Orphan Re-Assignment Teams
Hire, coach and motivate staff by facilitating daily huddles and monthly touch-bases
Monitor incoming work requests in Contracting mailbox and assign to Contracting Specialist to handle
Ensure all teams are following procedures and meeting KPIs
Prioritize staff activities and workload
Ensure service levels are maintained
Resolve escalations from advisors on contracting, distribution and re-assignment
Manage and complete the Performance Achievement Review (PAR) process by conducting regular coaching sessions and providing feedback on their performance
Policies and Procedures
Update HW procedures and SOPs for Contracting, Distribution and Orphan Re-assignment
Update SMFS Administration Manual as new processes are determined or changes made
Update Carrier contracting kits as required on the shared folder
Complete quarterly segregated fund licensing audit for SMFS
Provide back-up support to Senior Manager to grant carrier access for new employees
Administer SM advisor’s lapsed life license by
Running a client report to determine if there were any applications sold during the unlicensed period and report the same to Compliance (including pending and in-force cases)
Requesting the Branch Manager to re-assign clients in the province of lapsed license to another licensed advisor for servicing
Problem Resolution
Assist Senior Manager in responding/resolving escalated issues through investigation and research for both HWIAL (Contracting, Distribution, Re-assignments) and SMFS (New Business)
Manage SMFS Head Office support to the field
Coordinate month-end commission payments with carriers, Cash Dept. and Commissions Dept. to ensure that advisors are paid
Respond to questions on commission scenarios and procedures on new business
Handle termination of SMFS advisors and ICs and ensure business is re-assigned to another advisor/IC and ensure system and carriers are updated
Oversee, coordinate and complete SMFS system clean-up when there are changes to advisors and ICs
Relationship management
Build and maintain strong relationships with insurance carriers, internal departments, SM and HW sales teams
Minimum of 5 years of experience in life insurance administration
People manager or supervisory experience a must
Industry related course (ie. LOMA, LLQP, etc.)
Good working knowledge of Microsoft Office
Good communication skills, both verbal and written
Knowledge of Insurance carrier websites, Provincial Insurance Council websites, Email communication and Internet
Bilingualism (French & English) an asset
Problem-solving skills
Good organizational and time-management skills

Distribution Channel Manager Insurance Resume Examples & Samples

Development, Implementation and Oversight of Inbound and Outbound Sales Programs (50%)
Oversee multiple telemarketing sales programs and customer retention efforts, including inbound and outbound channels using external suppliers and internal contact centre partners
Oversee the ongoing documentation of all processes and procedures for the telemarketing channels, including internal data flows, data file layouts and data transfers. Ensure data security, retention and destruction processes meet compliance standards for all telemarketing campaigns
Oversee sales rep training and incentive programs and keep product training materials updated
Develop and oversee quality assurance processes and procedures that align with Bank standard
Assist in the preparation of annual budgets and business cases by compiling and checking telemarketing income and costs that contribute heavily to annual NIAT targets
Reporting and Analysis (20%)
Measure and monitor to ensure all key performance metrics are met (e.g., contacts/hour, sales/hour, average premium/customer, total sales, and list penetration) and prepare weekly and monthly analysis reports for senior management, explaining any variances from business case
Lead quarterly campaign reviews with suppliers to gain insight about customer needs and to identify new growth opportunities and trends. Develop recommendations for senior management approval
Verify and track all telemarketing invoices to budget. Monitor expenses against business case and present analysis to management
Oversee annual outsourcing compliance reporting for telemarketing channel
External Supplier Contract Management (15%)
Lead all third-party telemarketing contract and pricing negotiations. Ensure best possible price/value for telemarketing campaigns
Create and obtain sign-off for campaign Statements of Work and oversee contract revisions and clearly define roles, tasks, and requirements for internal and external suppliers
Monitor and document external supplier adherence to Service Levels pursuant to Master Services Agreements
Monitor, evaluate and manage contract performance. Provide regular feedback to external suppliers regarding performance and document gaps. Oversee necessary improvements according to a mutually agreed upon timetable
Regulatory and Legal Compliance of Telemarketing Programs (15%)
Conduct assessments and prepare all annual telemarketing compliance documentation for management review and approval
Monitor suppliers for regulatory compliance against established checklists, document findings (including gaps), and oversee development and implementation of remedial action plans
Immediately document any compliance breaches to senior management; include a detailed report of the issues and recommended plan of action and timelines
Ensure all sales programs are compliant with federal, provincial and industry regulations for banking, insurance and telemarketing
Oversee and manage the use of licensed agents for the sale of non-authorized insurance products
The incumbent must demonstrate strong leadership skills in order to influence and secure co-operation from internal departments and outside suppliers to ensure that campaigns are managed profitably and effectively. The incumbent must be a customer service champion and have experience negotiating and managing multi-million dollar contracts
Effective and persuasive written and oral communication skills. Good presentation skills. Very strong mathematical, financial and analytical problem-solving skills
Must be able to solve complex marketing related problems and make changes to processes, procedures and campaigns as required to support the business
The incumbent should possess a strong working knowledge of inbound and outbound sales, database marketing, project management, contract negotiation, and supplier management gained through 5-7 years of industry experience

Operations Manager Insurance Processing Resume Examples & Samples

Bachelor degree in Business/Finance or related field or equivalent experience
5+ years industry experience,
Previous supervisory experience preferred
Series 7 and 63 required or the ability to obtain within 120 days of hire
Proficient in Microsoft Outlook and Microsof Office including Word and Excel
Knowledge of business and management principles involved in strategic planning, resource allocation, human resource modeling, leadership technique, production methods, and coordination of people and resources
Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits
Knowledge or economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
Knowledge of Stifel investment products or the ability to learn and understand in a short time period
Knowledge of Exchange(s) Rules and NASD Regulations
Motivating, developing, coaching, and directing people as they work, identifying the best people for the job and giving positive, constructive, feedback when necessary
Managing one’s own time and the time of others
Ability to assess one’s own actions and the actions of others to determine if those actions are of risk to the firm and take action or escalating, when necessary
Considering the relative costs and benefits of potential actions to choose the most appropriate action for the firm and the department
Monitoring/assessing performance to make improvements or take corrective action
Determining how money will be spent to get the work done, and accounting for these expenditures
Ability to assess and implement proper operational controls for operational risk control management

Risk Manager Insurance Services Resume Examples & Samples

Gather data and complete applications required for renewal of current policies and in the process of procuring new coverage
Review proposals received
Communicate with all underwriters
Control the marketing process and/or renewal process in a timely manner
Summarize and screen insurance proposal(s) received for client review (Executive Summary, Management Summary, Policy language comparisons with competitive markets)
Coordinate language and coverage enhancements with internal and external counsel
Negotiate terms and conditions with selected carriers
Participate in surveys; keep abreast of marketplace conditions
Communicate with management on renewals or new policy purchases
Issue binding orders
Review issued policies for accuracy
Claims management – placement and follow through to conclusion
Produce Certificates of Insurance on a variety of insurance policies for a variety of client needs
Review insurance requirements in RFPs, lease agreements, and contracts and respond to requesting NT partner (Procurement, Legal, etc.)
Answer general insurance inquiries from NT partners
Respond to audit or regulatory inquiries with respect to insurance matters
Maintain universal insurance schedule
Process General Ledger entries
Review and approve all invoices issued
Maintain and update Policy and Procedure Manual
Lead meetings with executive management to review coverage options and lead annual Northern Trust Services, Inc. Board of Directors meeting
Continue to build rapport with carrier underwriters, schedule meetings at annual ABA Risk/Insurance Conference
Be able to represent the Northern Trust Corporation organization, financials, and strategy
Select and work with external brokers
Produce presentations and present on insurance matters, as requested
Manage staff and their responsibilities
Leadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff
In-depth knowledge of insurance terminology and financial institution-related insurance policy coverage
Knowledge of laws and regulations applicable to insurance usually acquired through course work or experience
Negotiation skills are required to obtain favorable pricing on purchased policies
Analytical and problem solving skills are needed to review contracts and prepare reports for management
Highly flexible and adaptable to change
Technical skills / systems knowledge (e.g. Microsoft Office) is required
10 or more years relevant proven work experience in purchasing and brokering insurance policies for a financial institution

Manager, Insurance Risk Management Resume Examples & Samples

Support the development and maintenance of insurance risk governance and oversight of the program framework
Provide actuarial subject matter expertise in challenging the identification of insurance risk for GI products through various risk identification programs
Support the successful design and lead the execution of the individual actuarial challenge programs for GI products, including but not limited to reviews of the processes and controls, methodology, and/or assumptions underlying the actuarial estimation process and/or analysis in question
Ensure regular review, monitoring, and challenge of the business’ development of Key Risk Indicators for Insurance Risk to detect and interpret emerging issues
Support the annual reviews and updates of all TDI risk policies covering Insurance Risk, ensuring adherence to applicable TD and/or TDI standards
Support TDI Own Risk & Solvency Assessment reporting as needed
Support various other Risk Management initiatives as needed

Branch Manager Insurance Resume Examples & Samples

Ensure compliance with corporate policies and industry regulatory bodies by
Performing Tier 1 Supervision of advisors in their submission of New Life Insurance Business Applications
Coordinating and monitoring licensing, compliance, administration and new advisor registration as well as advisor off-boarding
Conducting New Life Business Reviews and further investigations if necessary
Review of In-force policies to ensure they are remaining on track
Prepare reports of findings and follow up for resolution of deficiencies
Staying informed regarding insurance and investment industry trends and issues
Ensuring compliance policies and procedures are followed and put into practice
Reviewing and following up on all head office corporate audits to ensure compliance and attention to deficiencies. Assisting with responses back to head office
Ensuring appropriate internal controls are in place and functional
Proactively identifying and implementing any process and procedural improvements
Ensuring that appropriate corrective actions are implemented in a timely manner
Ensuring proper maintenance of evidence of supervisory reviews, approvals and activities, such as inquiries made, replies received, actions taken, date of completion, etc
Liaising with the Compliance Department to ensure inquiries are resolved in a timely and satisfactory manner, and identifying patterns and on-going concerns to be addressed through training initiatives
Develop and maintain value-added, on-going relationships with Advisors by
Working in conjunction with the Insurance Business Development Managers in coaching Advisors in their business development activities and helping them find solutions to their issues and concerns
Working with the Insurance Business Development Managers offering ideas on how advisors can work more effectively within the firm’s guidelines while increasing production
Assisting advisors in understanding and implementing compliance rules in their business
Working with the Regional Vice President (RVP) to strengthen relationships with Advisors, by assessing their needs and providing information to assist with their business
May be required to do advisor training on existing policies and procedures and insurance practices to other Branch Managers and Advisors
Manage the quality and efficiency of branch operations by
Resolving and responding to problems that arise on a daily basis in a timely manner
Working closely with the Insurance Operations Case managers to ensure all mandatory new business requirements are received
Introducing and answering questions surrounding Company products and services
Facilitating effective communication between Advisors, other departments and Head Office
Contributing to the on-going development of policies and procedures
Reviewing and Approving Insurance content for sales and marketing
Reviewing segregated fund trades for product suitability
Work with reassigning our existing orphan business inventory
Acts as back up for the other insurance Branch Managers
Minimum 5 to 10 years experience in the financial services industry, with some sales management experience and accomplishments
Strong understanding of, and experience in, general management concepts, i.e. finance, human resources, marketing, sales, compliance, operations
Proficient in MS Office (outlook, word, access, excel)

Content Marketing Manager, Insurance Resume Examples & Samples

Responsible for content marketing strategies, plans and assets, including positioning frameworks, messaging, professional presentations (story, script and slides), talking points, FAQs, marketing materials including campaign/ad copy, white papers, blog posts, infographics
Manage and coordinate with Corporate Communications on Internal and Executive Communications for business unit
Prepare strategic content marketing plan for vertical
Ensure content marketing strategy is consistent and reflects the organization's strategic vision and roadmap
Refine core messaging to ensure organizational consistency in all aspects of communications, including development, organization and education
Create, edit, design and deliver presentations in multiple formats using professional graphics/images and messages
Craft messaging for executive spokespeople to be used for communicating to customers and influencer audiences
Establish strong relationships across business unit verticals, marketing, product, sales and support organizations
At least 5 years experience in marketing communications
Strong knowledge of B2B marketing mix and media channels; PR experience a plus
Experience developing and implementing content marketing strategies for diverse audience segments
Superior presentation creation, written and verbal communication skills
Strong copy writing and proofing skills a must
Must stay current with and comprehend major business economic and technology news, government regulations and compliance
Inventive, perceptive self-starter, capable of adapting quickly in a fast-changing environment
Ability to develop stories, narratives and connect the dots between mega-trends, economic movements and our global target markets
Proven conceptual and project management skills
4-year college degree, preferably in Communications, Marketing or Business
Ability to review market research, data and analyses to uncover underlying drivers, assess potential impact, and design aligned communication strategies and metrics

Tax Manager, Insurance Industry Resume Examples & Samples

4 or more years of public accounting experience or equivalent in law firms or industry
CPA certification required
Bachelor's degree in Accounting, Finance or other business related field required; advanced degree preferred
Strong executive presence with demonstrated, excellent interaction skills for managing client service relationships and teams
Knowledgeable in federal income tax compliance, planning, and ASC 740, as we as excellent research and writing skills
Proficient in using tax code and regulations in the Insurance Industry and experience with SSAP 101 preferred

Product Manager, Insurance Resume Examples & Samples

Product management, maintenance, development and compliance of all insurance offerings
Work with key stakeholders to build an efficient, effective and easy end to end customer experience including all insurance product and plan change design and service aspects
Implementation of agreed or proposed legislative and legal requirements for all insurance offerings, documents and services
Development, implementation and subject matter expertise (SME) on all insurance components of all sales, marketing, mandatory communications legislative requirements etc
Initiating CSAT surveys and reporting the findings to the business
Monitoring and managing plan changes and new plan set ups
Working with distribution partners to support and build distribution opportunities into key segments and ensure the smooth and compliant delivery of new business
Comprehensive and demonstrable understanding of insurance within a superannuation based environment
Strong understanding of the legislative and regulatory aspects of insurance within superannuation
Solid competitor knowledge
Strong financial services knowledge as well as detailed understanding and experience in working with and supporting distribution and sales, administration operations, marketing, product and finance
Strong implementation, analytical, problem solving and delivery skills in a structured and well planned manner
Expert project and product management skills and delivery expertise
Demonstrated ability to work with others collaboratively and deliver agreed outcomes on time and on budget with an exceptional level of quality

Tax Manager, Insurance Industry Resume Examples & Samples

Excellent Research and Writing skills
Proven, excellent interaction skills with management/executive presence
Prior Big 4 experience a plus
CPA, Enrolled Agent or other appropriate certification required

Portfolio Manager, Insurance Resume Examples & Samples

Manage investment portfolios for Insurance clients in a risk intelligent manner
Work with other FIG Portfolio Managers to determine the investment objectives for the portfolios, fully reflecting PIMCO’s broader investment themes/strategies and the unique circumstances of the FIG clients
Partner with credit research and traders to source bonds (predominately 10-30 year IG Corporates) to meet massive reinvestment and premium flow of our Insurance clients
Contribute to the broader PIMCO investment process by contributing relevant market color and independent analysis/research
Ability to service high profile clients and handle the vast majority of credit discussions with clients directly
Support client franchise by working with account managers to update existing clients on market conditions, philosophy, process and performance
Support growth in PIMCO’s FIG business by working with other channel members on new business cultivation, RFPs, finals presentations, external presentations and publications, etc
Work with compliance officers and account managers to ensure individual accounts are managed within guidelines and restrictions

Internal Audit Manager, Insurance Resume Examples & Samples

Liaising with senior stakeholders to support regulator and assurance requests
Partnering and advising the business on key issues within the Insurance industry
Identifying and prioritising key risks for escalation
Assist with APRA regulatory reviews

Assistant Manager, Insurance Business Control Resume Examples & Samples

University graduate major in Business Management/Marketing
Over 3 years working experience in insurance/banking industry preferably in customer complaint handling
Familiar with regulatory requirements

Manager Insurance Supervision Resume Examples & Samples

1) Developing and managing a Tier One review of new business through a file review process that will include
Assessing suitability of insurance policies sold to clients
Addressing suitability of investments embedded within certain products (i.e. Universal Life)
Reviewing accuracy and appropriateness of illustrations provided to clients
Considering general sales practices to defend against tied selling, twisting, churning, rebating, etc
Communicating with field as part of the audit process
Reviewing needs analyses and sales concept material provided to clients
Reporting on findings of file audits; and
Escalating any concerns to Group Compliance
2) Developing and managing a Tier One review of our Inforce Block of business through a policy review that will include
Coordinating with carriers to review details of groups of policies (e.g. investment allocations of UL policies, premium allocation of PAR policies)
Identifying and following up on any “red flags” related to inforce policies
Running Inforce Illustrations and comparing them to original projections; and
Communicating with field as part of the review process
3) Manage operational compliance functions by
Conducting quarterly licensing audit of segregated and GIA nominee accounts
Enforcing corporate policies and procedures and ensuring that the standards set out in the Compliance Manual are met
Reviewing policy records within our database for missing documentation
Maintaining business processes that meet compliance framework; and
Maintaining insurance carrier contracts in Vista system
4) Liaise with Scotia Wealth Compliance, Registrations, General Counsel, Scotia Life Financial, and Insurance Partners by
Assisting with annual carrier audits
Co-managing insurance compliance manual
Leading resolution efforts with clientdvisor escalations

Manager Insurance & Actuarial Resume Examples & Samples

Manage and undertake Insurance & Actuarial advisory engagements
Apply technical and consulting skill sets to other relevant sector projects as required
Manage the financial aspects of engagements by organizing staffing, tracking fees and communicating issues to project leaders
Build strong internal relationships within Ernst & Young Advisory Services and with other services across the
Organization
Contribute to people initiatives, including recruiting, retaining and training actuarial professionals
Contribute to an educational program to continually develop interpersonal and technical skills of staff

Marketing Manager, Insurance Resume Examples & Samples

20%: Channel and relationship management
Bachelor’s degree in business, marketing or related field
5 years of experience in marketing including experience in the retail and related channels
Experience with both traditional and digital marketing channels
Sound knowledge of financial services products and competitive environment
Sound knowledge of marketing acquisition campaigns
Analytical marketer with significant acquisition campaign experience
Ability to analyze campaigns and channel effectiveness
Excellent relationship management skills, including communication (written & verbal) and interpersonal skills
Well-organized strategic thinker and creative problem solver
Well developed project management skills
Self-motivated, strong work ethic and results-oriented
Strong execution capabilities

Manager Insurance Resume Examples & Samples

Master degree
Fluent in Dutch and English
5-8 years of relevant experience in the insurance industry
Experience in one or more of the following areas: digital, innovation, online, product development, policy administration, claims, systemimplementations, distribution
Consulting- and projectmanagement experience

Data Manager, Insurance / Banking Resume Examples & Samples

Essentially includes executing advisory or related data engagements in a client environment and performing following activities on a day-to-day basis
Project Delivery – Ownership and support of deliverables as mandated by project requirements. Execution of engagement tasks independently or in a team setting and delivering to high quality standards
Project Support - Support the Engagement Manager in planning engagements and adhering to engagement delivery requirements
Practice Development – Supporting and contributing to various internal practice initiatives
Graduate/ Post Graduate with relevant experience in

Associate Manager, Insurance Replacement Resume Examples & Samples

Manage all reporting requirements for Insurance Replacement Sales, including development of new reports as well as day to day trouble shooting
Analyze and identify revenue trends; create and manage reports and data queries as directed by leadership
Provide necessary reporting to Field Operations to drive YOY positive revenue growth
Maintain an updated insurance replacement intranet site
Update quarterly business review presentations/numbers
Work with marketing department to create and keep all replacement sales collateral up dated
Become Hertz Insurance Replacement System (HIRS) expert and Subject Matter Expert (SME) for accounts, LAE and operations support
Be the single point of contact for all Rental Administration Unit (RAU) inquiries and concerns
Assist and direct sales team with new account set up, rate approvals, Account Approval Forms, rate loads, and other administrative duties for account maintenance
Communicate any account updates and/or procedural changes to the field
Provide quarterly newsletters highlighting successes and areas of focus for the Replacement Segment
Manage the Insurance Replacement Partnership & Sponsorship budget
Work with the special events team to coordinate our participation at large industry events

Manager, Insurance Business Planning Resume Examples & Samples

University graduate in any discipline, with career aspiration in banking and finance industry
3-4 years working experience in banking and finance industry is preferable. Experience in life insurance (incl. insurance sales process and FNA) would be an advantage
Excellent Microsoft Office skills, especially Microsoft Excel and Powerpoint
Excellent language skills (Chinese and English)

Manager, Insurance Management Team Resume Examples & Samples

Live and breathe key metrics to identify trends or areas of focus
Lead and foster a fun and positive environment that engages, develops, and rewards performance
Own operational and strategic initiatives on behalf of the entire team
Commitment to live DaVita’s values of Service Excellence, Integrity, Team, Continuous Improvement, Accountability, Fulfillment, and Fun
Award-winning education and training across multiple career paths to help you reach your potential
Bachelor’s degree required; Master’s degree in business or health administration preferred
Minimum of two (2) years’ supervisory experience required
Minimum of five (5) years’ experience in healthcare provider relations, insurance, or customer service preferred
Candidates can be based in Northern California, Oregon, Washington, or Denver

Risk Manager Insurance Resume Examples & Samples

Manage relationships with financial partners and company-wide departments to allow for timely and effective identification and handling of risk and/or cost management
Work closely with brokers/underwriters/adjusters to evaluate risk, explore options, and adequately address issues in an effort to optimize risk management
Responsible for analysis, reporting, and training to keep management and stakeholders apprised of critical issues
Identify and initiate process improvements; present recommendations, develop, implement, and maintain process improvements in support of the Company’s Continuous Improvement efforts
Lead, coach and develop staff to ensure sufficient training of their current responsibilities and cross-train for future opportunities, to keep the employees engaged and to ensure coverage for the department
Manage all insurance programs, including tracking, billing, audits, OCIP enrollments, evidence of insurance, regulatory administration, reporting, and renewals (complete application and supplementary information, make recommendations, negotiate) of insurance policies to maintain compliance and ensure adequate protection
Direct the formation and administration of Company captive to facilitate strategic risk management. Identify and develop the costs and benefits of insuring vs cost to retain risk so as to promote the adequate deployment of capital
Understand and oversee all activities related to Company’s Insurance Cost Savings Program including quarterly forecasting of insurance recovery, retro calculations, program renewal, and year-end rebate activities
Manage subcontractor compliance to ensure appropriate risk transfer. Guide operations in securing proper subcontractor agreements, insurance coverage, and bonding. Provide regular training and audit for compliance with Company policies and procedures
Work closely with other Risk Managers to coordinate activities including, but not limited to: insurance program placements, audits, renewals, subcontracting, and staffing
Advise the Sr. Risk Manager of critical risk issues to ensure compliance with Company’s risk tolerance
8+ years in risk management or related field
2+ years management experience
Demonstrated high level of proficiency with MS Office Suite and the ability to learn new software quickly
Excellent presentation, written, and verbal communication skills to effectively disseminate information and convey concepts, ideas, and information
Strong analytical and problem-solving skills, with demonstrated ability to provide creative solutions to real-time challenges with consistent follow through
Attention to detail/accuracy, quick learner, and internally motivated to seek out answers, generate ideas, and develop new skills
Extremely organized with ability to set priorities and work in a high production environment while responding quickly and effectively under pressure, changing priorities, and tight deadlines
Team player who can operate effectively within a matrix management environment
Excellent consultative and communication skills and ability to interface effectively with all levels of employees/management
Knowledge of risk management strategies and construction industry
Demonstrates good judgment in selecting methods and techniques for obtaining solutions
Understand, comply, and support corporate safety initiatives to ensure a safe work environment
Ability and willingness to abide by Granite’s Code of Conduct on a daily basis
Valid driver’s license and ability to drive
Occasional travel will be required

Risk Manager Insurance Claims Resume Examples & Samples

Ensure timely investigation and evaluation of events that could lead to an insured claim
Ensure timely and accurate reporting of claims to legal counsel, Third Party Administrator (TPA), and insurance providers
Act as liaison between operations, TPA, defense attorneys, and in-house counsel
Effectively communicate recommended claim mitigation strategies to cross functional and internal leadership teams
Demonstrated ability to analyze large losses
Oversee liability claims data for large loss submissions and address insurers’ on-going questions and concerns through claims resolution
Comprehensive knowledge of insurance policy provisions, practices, laws and regulations, including contract, tort and foreign jurisdictions
Ability to interpret and apply laws and regulations, determine appropriate courses of action, including subrogation, present solutions, and resolve claims
Demonstrated knowledge of claim handling principles and the application of coverage language to fact patterns
Manage claims administration process for multiple jurisdictions, including foreign jurisdictions
Strong knowledge of statistical claims data analysis and reporting for senior leadership and use in insurance program design
Utilize and/or establish analytics, metrics and benchmarking through multiple sources to evaluate loss trends and cost of risk to prioritize resources. (E.g. RMIS, actuarial reports, and broker data.)
Provide guidance and support for loss prevention matters to ensure an open, proactive, and effective risk management claims culture
Conduct and attend internal and external claim reviews as required
Conduct claims training for internal stakeholders
Provide settlement authority
Working knowledge of Risk Management Information Systems (RMIS)
Ability to multitask in a fast-paced environment
At least five years’ experience in insurance claims
Exceptional writing and presentation skills
Proven ability to work collaboratively both cross-functionally and vertically within an organization
Strong interpersonal and communication skills, with ability to professionally communicate both verbally and written with employees and outside partners
Ability to establish credibility and work with key internal partners to ensure project completion
Available for domestic and international travel as needed
Well organized, detail oriented, and able to adjust to changing priorities
Strong computer skills, including Word, Excel, and PowerPoint
ARM, CPCU, or similar designation

Senior Audit Manager, Insurance Resume Examples & Samples

9+ years of audit or financial services experience, preferably within the insurance industry
A Bachelor's Degree is required and an MBA is a plus
Accounting, Finance, Economics and/or Quantitative major is desired, but not required, and a relevant certification (e.g., CPA, CFA, CIA) is a plus
Knowledge of SEC, FINRA, Federal Reserve, or State Insurance related rules, and regulations
Outstanding communication skills, both oral and written, and the ability to partner effectively with senior management, control partners and independent auditors
Experience in the use of data and data analytics a plus

Case Manager Insurance Resume Examples & Samples

Case management of a portfolio of clients in a proactive and timely manner
Managing and dealing with death claims, terminal illness, total and permanent disablement and salary continuance claims
Building and maintaining effective relationships with the claimant, the member, authorised representatives, the insurer and the Trustee
Providing guidance and direction to case managers with regards to complex claims
Keeping the trustee’s informed on the status of claims
Ensuring specific business rules and processes are documented ensuring appropriate sign offs are obtained
Contributing to driving greater efficiencies and customer experiences by utilizing your experience and knowledge to enhance processes
Self-motivated and deadline driven
A confident communicator with the ability to work with and efficiently manage a diverse range of internal and external people
Very clear written and oral communication style
Strong organisation and time management skills
Analytical and problem solving skills

Manager, Insurance & Trust Resume Examples & Samples

The Manager of Insurance and Trust reports to the VP of Client Services and has direct responsibility for the leadership, strategic planning, operational, and administrative aspects of the following that include, but are not limited to
NOR Department: Direct responsibility for the NOR Manager and staff who handle insurance and exposure review including the ordering and cancelling of force-placed insurance on the Client’s behalf. All time sensitive letter notifications are coordinated through this team, maintaining a relationship with an outside print vendor for dissemination
EasyPlace and Trust Team: Clients are provided a state of the art self-serve web-based system to order and cancel their own coverage once an Insurance Master Policy is in effect. Research and/or processing of out of the ordinary Client requests are handled through this team. Interactions with Clients, Agents, Producers, Underwriting, Product, and other internal staff as necessary to resolve issues that arise. Participate in the Client’s renewal processes and stewardship meetings
Work closely with Account Service Managers for all programs, ensuring superior service is provided to all Clients and problem resolution is handled efficiently and effectively. Participation in new Client onboardings to ensure a smooth flow within the departments
Rendering of all Client invoicing, refund reporting, exception reporting and agent commission statements are managed through this team. Accounts Receivable follow through with EasyPlace and Trust Clients and the utilization of the cancel for non-pay process where deemed necessary
Change Management: Process owner for NOR/EasyPlace/Trust. Identify and schedule system enhancements and define the project requirements and testing plans for modifications to the systems that provide greater functionality for the Clients or internal staff, gain productivity, or reduce costs. Use of the CRF process (Client Request Form) to ensure full documentation of all system enhancements requested by Clients. Participation in all beta testing activities and system regression testing to ensure quality in the system releases
A college degree and/or equivalent related work experience
Minimum of 5 years in a prior Client Service management and Leadership capacity
Minimum of 3 years in the Mortgage Servicing Industry
Project Management experience is a plus
Proficient knowledge of Microsoft Office including Word, Outlook, PowerPoint, and expanded knowledge of Excel
Must secure an Ohio P & C Agent License if not already licensed (40 hours of Licensing class will be available)
Proficient in employee coaching and development at multiple levels (front-line and leadership)
Ability to work independently, is a self-starter, and has superior follow through skills
Strong attention to detail while being Client Service oriented
Ability to learn and become adept with company processing platforms
Superior organizational, problem-solving, negotiation and time management skills

Loss Control Manager, Insurance Resume Examples & Samples

Participate in all data governance initiatives and action plans to success. Report the progress, road blocks, and benefits of these programs to the executive leadership team on a bimonthly basis
Provide subject matter expertise on all Insurance systems, and a deep understanding of data management principles and practices
Learn product data in all operational systems to obtain an overall picture of our Insurance business
Participate in data and design reviews and testing for all Insurance systems
Lead a team responsible for using data to analyze market and business trends to increase profits and efficiency within the Ally Insurance Operations Business Unit
Extensive business data and process knowledge will be obtained and used, as well as competitor data and industry trends. This will develop a picture of where the company stands in the industry, where we can improve and where we can reduce costs
Work closely with our resident subject matter experts in the data management & configuration department
Participate in Quarterly Insurance Analytics Working Group Meetings, as well as our Annual Big Data Competition
Research new technologies and data, such as telematics data usage, and new tools for data exploration and visualization
Clear understanding of the business use around downstream data
Leadership experience is a must
Ability to work across cultures and functions
Experience Managing & Growing High Potential Talent
Strong Written and Oral Communication skills, as well as ability to Manage Large Meetings
Strong Microsoft Access, Excel, and Power Point skills
Strong organizational, analytical and interpersonal skills
Proficiency in Oracle SQL, Cognos, Tableau, and other reporting & analysis tools
Technical expertise in data models, database design development, data mining and segmentation
Knowledge of statistics and experience using statistical packages for analyzing large datasets
Bachelor's degree in Mathematics, Economics, Statistics, Information Science or similar background

Security Account Manager Insurance Company Resume Examples & Samples

Supervise the day to day security operations of an assigned client site
Ensure the client site is provided with high quality security services to protect people and property
Assure regular communication of issues or program with Client
Other management responsibilities as determined by Client or District Manager
Communicate staffing needs via Requisition Form; assist recruiters in identifying, interviewing and hiring quality candidates
Coordinate and/or conduct site-specific OJT, client-specific training, and annual refresher training for security personnel, as well as meet Allied Universal’s corporate training standards
Take a proactive role in communicating with the client and meeting his needs; meet with regularly, listen to issues, provide security and technical expertise and solutions. Ensure complete customer satisfaction
Enforce Allied Universal policies as outlined in the handbooks, executive memos and on the portal
Ability to develop and grow customer relationships
Ability to manage multiple priorities, complex situations, a diverse team of employees and client requirements on an ongoing basis
Previous payroll, billing and scheduling experience preferred
Ability to work in a team-oriented management environment while having an entrepreneurial attitude
Key Competencies: Staff Management, Financial Management, Integrity, Problem Solving, Conflict Management, Time Management, Customer Focus, Timely Decision Making, Motivating and Directing Others, Drive for Results

Manager, Insurance Agency Supervision Resume Examples & Samples

Provide direct supervision of Life licensed agents assigned to Insurance Field Offices (IFO); ensure compliance with firm policies/procedures and applicable regulatory requirements
Act as a liaison, relationship manager, and process/control administrator for assigned field offices, including monitoring and training activities
Assign agents to existing offices or new offices to provide adequate field oversight and supervision, and promote recruiting growth
Determine acceptance or denial of new IFO requests
Make recommendations for acceptance or denial of agent appointments
Conduct investigations to address sales practice violations and customer complaints; recommend remedial actions as needed
Review audit reports and implement procedural changes that address identified deficiencies
Review correspondence and communications to the public to ensure compliance with policies
Bachelor’s degree in finance or business, or equivalent experience
Five years of experience in agent supervision, oversight, or a related compliance/training role
Understanding of compliance, suitability review, products and regulations in the insurance industry
Experience in training and facilitation
Decision-making and problem-solving skills
Proficiency using MS Office tools

Tax Manager, Insurance Industry Resume Examples & Samples

Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements
Advising clients on a variety of tax issues including accounting for income taxes, FTA (periods, methods & credits), tax provisions, tax compliance, business restructuring, and tax controversy
Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates
Managing engagement workflow, engagement team resources, and engagement billing
Providing leadership, counseling, and career guidance for the development and motivation of the engagement team
5+ years’ experience in federal taxation
Solid understanding and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research
Solid understanding with accounting for income taxes in accordance to ASC740
Bachelor's degree in accounting, finance, or related field
CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, enrolled agent, or other appropriate certification
Excellent presentation and communications skills
Strong management experience
Able to travel up to 25%

Manager, Insurance Client Service Resume Examples & Samples

Manage the staff and work within Insurance Admin and Inforce Illustrations & Calculations teams using the Brighter Way Management System (BWMS) to achieve the service results set by Insurance Operations
Provide direction and coaching to team leaders on
LI-RN1

Manager, Insurance Operations Resume Examples & Samples

Education: Bachelor's Degree or professional level of knowledge in a specialized field, or equivalent related experience preferred
Experience: 7 - 9 years or Associates Degree equivalent plus 9 - 11 years
Knowledge: Extensive level of professional knowledge in field across multiple disciplines and broad business segment. Extensive knowledge of management practices
Decision Making: Influences development of overall objectives including long-range goals for the organization. Typically exercises judgment within broadly defined policies and practices.Establishes, modifies operating policies and procedures that affect subordinate units. Recommends modifications to broad operating policies which may impact projects, operations, and considerable expenditure risk and major portions of operations. Problems are generally diverse, complex and impact major business segments
Supervision Received: Work is received in objective-oriented terms, with an emphasis on strategic as well as more near-term priorities. Work is reviewed from a strategic, relatively long-term perspective against major objectives
Leadership: Middle manager who typically manages high level exempt employees, subordinate managers or supervisors and may manage multiple functions disciplines. Provides guidance based on organizational goals and company policy. Responsible for numerous functional and or technical projects. Develops and administers budgets, schedules, and performance requirements
Problem Solving /Operations/Direct Work Involvement: Responsible for all projects assigned to subordinate unit. Acts as advisor to subordinate supervisors, managers, staff, to resolve technical or operational problems. Subject to approval, modifies organizational structure
Client Contacts: Frequent contacts with internal and external parties at various management levels concerning operations or scheduling project phases. Communication typically involves persuasion, and negotiation with middle and senior management levels

Program Manager Insurance Resume Examples & Samples

Support Insurance partner relationships and new market expansions across EMEA
Drive and coordinate IT integration and operational efficiency to deliver innovative customer service solutions
Initiate and support group sales initiatives to drive order conversion and sales growth
Support in-market teams to eliminate potential roadblocks and leverage opportunities for integrated insurance solutions
Support regional coordination of global initiatives and ensure timely and effective communication to markets
Manage performance metrics, analyze and report to support decision-making and performance enhancement
Support Marketing and Communication initiatives with the primary goal of generating leads
Understanding and awareness of EMEA market environments and coordinate compliance aspects
Manage the development of integrated Insurance training programs
Cross-functional interaction and coordination of regional initiatives
In-market and regional operational support
Achieve all of the above in a creative yet structured, effective yet efficient manner

Security Account Manager Insurance Client Resume Examples & Samples

Supervise the day to day security operations of an assigned Client Site
Manage a team of security officers, site and/or shift supervisors including hiring/selection, scheduling, payroll, training, coaching, development and support
Ensure the Client Site is provided with high quality security services to protect people and property
Build, improve and maintain effective relationships with both client and employees
Coordinate necessary support services to effectively manage client site to meet or exceed financial and operational goals and provide quality customer service
Ensure all required reporting and contract compliance requirements are met
Handle any escalated security issues or emergency situations appropriately
Develop staff in both technical and professional skills through performance management (coaching, counseling, disciplining, MSO training, annual formal performance evaluations, recognition, etc.)
Assure that employee grievances are heard and resolved (with help from appropriate support employees, as required) and that personnel records are updated and accurate (Change of Status forms, rosters, etc.)
Assure communication of policies, company announcements and job openings through a consistently updated READ file at each site
Meet all contractual scheduled hours with a minimum of unbilled overtime
Coordinate and/or conduct site-specific OJT, client-specific training, and annual refresher training for security personnel, as well as meet AlliedBarton’s corporate training standards
Develop / maintain operational procedures so that a valid, site-specific OPM and post orders are always available for emergency reference by the security staff
Manage uniforms, equipment, supplies and vehicles utilized at the account(s), maintaining appropriate inventories and maintenance checklists
Capably utilize WinTeam for scheduling and billing, and to produce reports (such as Scheduling Activity, invoice Aging by tiers, Training Summary and Training Detail reports) that require interpretation and action for effective business management
Enforce AlliedBarton policies as outlined in the handbooks, executive memos and on the portal
Four year degree in Criminal Justice, Business Administration or related field
Previous Contract Security, facilities management, military or law enforcement experience
At least 2 years of business management/operations/supervisory experience (depending on size/scope of client)
Experience in hiring, developing, motivating and retaining quality staff
Outstanding interpersonal and communications skills required
Ability to work in a team-oriented management environment with the ability to work independently

Manager, Insurance Accounting Resume Examples & Samples

Provide overall framework and level of guidance to enable staff to meet monthly deadlines for closing and management reporting
Analyze results and provide reporting to support overall management of operations and attainment of corporate goals
Prepare technical accounting analysis and perform research as needed to insure proper accounting treatment for both routine and unusual transactions and activity related to workers’ compensation, both GAAP and statutory reporting
Develop, monitor and update procedures and SOX controls to ensure the accurate financial reporting
Lead the identification and implementation of process improvements, including system enhancements to provide sufficient scalability
Participate in managing the captive audit function, ensuring efficiency and accuracy for timely filing
Identify control weaknesses and address them within the period identified
Facilitate the development of staff by providing mentoring and promoting learning opportunities both within the organization and through external sources such as continuing education and focused training seminars, particularly within the area of insurance accounting
Other projects and responsibilities may be added at the manager’s discretion
Minimum 4 years’ experience in progressively responsible accounting positions, preferably in insurance
Prefer supervisory experience
Previous financial and regulatory audit experience desirable
Previous experience with insurance products required
Ability to communicate with employees at all levels of the organization
Strong knowledge and understanding of both state and federal employment laws
Excellent presentation and facilitation skills
A demonstrated commitment to high professional ethical standards and a diverse workplace
Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities
Proficient in Microsoft Office Suite
Minimal travel required

Engagement Manager, Insurance Analytics Resume Examples & Samples

The Engagement Manager, Insurance, and Healthcare analytics will play a vital role in leading and managing consulting and analytics engagements and teams
He / She will be expected to solve business problems, develop analytical solutions, prioritize objectives, assign tasks, and manage multiple teams in order to achieve the highest levels of client satisfaction and targeted financial results
The person additionally will be expected to provide leverage to the management in the business development and capability development activities
The person should be open to travel to client locations in India / abroad for short durations depending on the project requirements
The person must have displayed Analytics delivery excellence and solutioning expertise to Insurance or Healthcare clients with increasing span of influence over their careers. This is an opportunity to grow with the growing Insurance / Healthcare vertical of Fractal Analytics
Expected to have 7-10 years of work experience in developing and deploying sophisticated analytical solutions
Minimum 4 years in Insurance (Pricing, Underwriting, Claims , nd Marketing) or Healthcare (Payer, provider etc.) analytics
BE / BTech, Masters / Bachelors in Statistics, Economics, Operations Research or MBA from good B School

Manager, Insurance & Real Estate Resume Examples & Samples

Manage the insurance renewal process: strategize with brokers; gather information and data needed to complete insurance renewals; review for accuracy and finalize for timely submission; review renewal presentation and request updates as needed prior to being sent to the internal insurance team for review and approval to bind
Work with Legal & Risk Management, Sports Marketing, Procurement and other departments to understand insurance requirements outlined in contracts/agreements; review and update as required to ensure meet internal insurance guidelines
Oversee day-to-day insurance tasks – work closely with the group’s Analyst to
Minimum five (5) to seven (7) years of progressive insurance experience (risk management, insurance carrier, or broker)
Technology and system savvy: excellent understanding of processes, systems, and databases
Competency with Microsoft business software, especially Word, Excel and PowerPoint
Outstanding written and oral communication skills; good listening capability
Exceptional interpersonal skills; team player who understands his/her role in relationship to others
Well organized and disciplined, with well-developed project management capability; detailed and thorough; can proactively manage multiple priorities and projects on tight deadlines
Extremely detail oriented with a keen focus on accuracy
Unquestionable personal integrity; highly credible and professional; quickly builds confidence in others

Senior District Manager, Insurance Resume Examples & Samples

Outstanding field sales and Dealer support skills, with proven record in delivering sales objectives to meet or exceed set targets
Broad knowledge of Extended Warranty and F&I program design and products; experience in implementing Dealer income development strategies
Ability to analyze difficult situations, respond quickly and logically to resolve issues; success in gaining cooperation and commitment from business partners, peers, and others
Capacity to communicate clearly and effectively, verbally and in writing, at all levels
Comprehensive working aptitude for computers, ever increasing skill sets
6-8 years automotive retail management (F&I, Sales Mgr, GSM or GM) as well as proven dealer Extended Warranty and/or F&I field sales representative experience essential
3+ years of proven territory management and account acquisition activities (May include 2+ years B2B outside territory sales/management or business development, must include minimum 1 year automotive related territory management and account acquisition activities
Extensive menu selling knowledge/experience
Proficient in selling current F&I product suite portfolio
Proven history of account acquisitions through execution of established dealer conversion methods
Experienced in sustainable account development
Experience in “hands-on” development training of dealership personnel
Experienced in "train the trainer" in-store development
Captive experience preferred
Adept Dealer conversion, income development, product knowledge, comprehension, and skill sets required
BS/BA degree or equivalent experience preferred

Manager, Insurance Operations Resume Examples & Samples

Manage day to day operations of Data Entry team supporting US and Canada new business operations
Strong people leadership skills with the proven ability to coach and mentor employees and to create high performing teams through effective employee selection, motivation, and performance management techniques / programs
Manage the development, implementation, monitoring and reporting of the Insurance Operations Plan to meet operational goals
Responsible for all aspects of recruitment, people management and performance; including coaching, employee recognition, employee engagement and providing opportunities for continuous learning and development
Provide leadership to Team Leader(s) for daily business operations and coaching of their team members
Ensure that operations are managed in accordance with state and provincial regulations and company guidelines
Actively handle customer escalations to include root cause analysis, remediation, mitigation activities and solutions
Manage and collaborate with internal key stakeholders to ensure all business functions are fully integrated across insurance operations to support business goals
Implement a culture encouraging continuous improvement, operational efficiencies and cost reduction initiatives
Support business projects and initiatives for the functions supported
Implement change management strategies and plans to maximize employee adoption and the achievement of planned results
Support the preparation and oversight of department budget
Understand team dynamics; responsible for a positive employee relations atmosphere, build strong, productive and cohesive teams
Bachelor’s degree in business management or related field preferred
Minimum 3-5 years of progressive experience in a leadership role with demonstrated success in operational management, preferably within the insurance / financial services industry
Effective interpersonal, management, and leadership skills
Demonstrated people management and development capability and proven success in leading teams
Ability to work in a multi-product / multi-platform environment
Thrives in a dynamic and a fast-pace work environment
Proven track record of performance management and successful team development
Knowledge of human resources management principles, practices and team leadership skills with a collaborative management style
Proven ability to lead and implement process improvement efforts
Ability to make business decisions on escalations and on complex cases
Demonstrated effective organizational skills, including the ability to effectively prioritize and manage multiple tasks, deadlines and manage competing priorities within a small team environment
Strong written and verbal communication skills with the ability to build and maintain productive internal working relationships and negotiate with a range of internal and external stakeholders
Demonstrated ability to balance on-going change and integrate best practices in daily operations
Excellent problem solving and analytical skills to identify and report on business trends and initiatives
Ability to identify problems in their early stages and solve by analyzing options and developing alternative solutions
Exceptional customer service orientation (internally & externally)
Effective negotiation skills with the ability to influence and affect change
Industry designations preferred but not required (e.g. LOMA programs)
Excellent computer skills with proficiency in Excel, Word, PowerPoint

Account Manager, Insurance Resume Examples & Samples

Achieve annual quota
Maintain a pipeline of 4-5 times your quota
Ensure customer reference-ability for all assigned accounts
Communicate all market and industry trends back to Hyland Software; be an expert in your industry including holding relevant certifications
Display full adoption of Solution Selling methodology
Provide accurate forecasting to management
Report account visibility through Key Deal Reviews and Territory Account Reviews
Achieve management expectations of customer count and solution type
Clearly articulate key OnBase Solutions* Periodically show understanding of our products and solutions through internal demonstrations of the software
Fully utilize and comply with CRM * Track all opportunities, commitments, significant conversations, customer visits or sales calls
Minimum of 3 years of enterprise software sales experience
Extensive subject matter expertise in the Insurance industry
Experience working with senior management and sales and marketing executives
Verifiable experience exceeding quotas
Demonstrated ability to have strategic business discussions with C-Level (CEO, CFO, CIO) executives
Strong presentation skills with a proven track record of presenting in front of large groups of people
Or an equivalent combination of education and experience sufficient to successfully perform the principal duties of the job

Manager, Insurance Resume Examples & Samples

Responds to, solves and makes decisions on standard/routine business requests
Support Law Dept by analyzing and negotiating contractual insurance and indemnity provisions
Create and manage fidelity bond and directors & officers insurance coverage placements and renewals for the Ritz-Carlton Residences
Maintain program schedules & insurance policies
Obtain, analyze and assimilate renewal data
Teach and assist operations with certificate review and coverage analysis
Research and resolve coverage issues
Provide risk management support for The Ritz-Carlton Residences operations group
Consult on the development of SOPs
Manage general analysis of limit adequacy and analysis to owners, lenders, etc
Interface with The Ritz-Carlton Accounting regarding property, liability, and D&O premium allocations
Manage analysis and review of Business Case Analyses (BCA) in partnership with Global Safety & Security Department representative(s) and act as the subject matter expert for key business initiatives
Work with hotels to determine which activities fall into the potentially high risk category
Determine (and negotiate as necessary) appropriate insurance levels and indemnity agreements
Manage insurance issues for The Ritz-Carlton Spa, KidsClub, Health Clubs, and all ancillary Luxury businesses and residences
Provide risk management support for the operations groups
Support Loss Prevention efforts in the regions
Support the insurance needs and compliance of Vistana managed residences
Manage Project Vault, (High Risk Activities and Certificate Tracking)
Work with customers and groups to define requirements
Conduct testing as necessary
Consult with manager to determine goals and requirements
Assist in the coordination and design of web content to implement product enhancements developed by management
Evaluate and report on web site effectiveness, based on usage statistics, budget, and visitor feedback. Communicate information on a monthly basis to Manager
Identify hyperlinks to connect pages of related information
Perform on-going site maintenance including editing content, identifying bugs, and communicating issues to appropriate departments
Maintain project documentation in accordance with established process
Act as the single point of contact to report technical problems or to make inquiries about risk management
Act as the BMSC Insurance Business Partner
Support the IT division on contract negotiations including insurance, indemnification and liability caps
Ongoing development of insurance limits and levels for the various IT initiatives that are constantly changing
Support Group Sales with insurance and indemnification negotiations for key business clients both at the hotel and national level
Support the insurance and indemnity negotiations for online travel agency (OTA) and travel partnerships including excursion programs
For businesses where Marriot has an ownership percentage, manage the insurance placement and review the insurance needs of the business ventures including Design Hotels, PlacePass, and similar businesses
Provide insurance support for Marriott Rewards global initiatives including partnerships both from a contract and BCA perspective
Assist Senior Director with the insurance placement for two Global insurance programs – fidelity insurance and cyber and privacy insurance
Assist in the management of the broker
Review and handle coverage placement
Analyze needs of the program vs. availability of limits, coverage terms and pricing
Create a comprehensive communication plan with Owners, BMSC, and other key stakeholders
Oversight of key administrative issues associated with the placement of both coverages
Report to key management regarding overall financial impact
Special projects including training and presentation development
Bachelor’s degree in related field
At least 7 years of relevant insurance/risk management or insurance brokerage experience
Prior ARM and/or CPCU coursework encouraged
Experience with foreign operations or multi-lingual skills a plus
Superior writing skills
Demonstrated proficiency in Excel, MS Word, Outlook, Access, and PowerPoint

Account Manager Insurance Resume Examples & Samples

Pre-qualifies and analyzes prospects personal lines coverage needs, recommends coverage's and prepares quotes and proposals
Provides active account management for all existing clients including account rounding, renewals, and customer service for all policy changes, servicing, and claims
Ensures retention of all customers by remarketing the Company at policy renewal periods and recommends changes as needed to ensure high quality coverage
Assists clients in submitting first reports of claims, as needed
Maintains and updates processes and uses them to perform tasks to ensure efficiency and accuracy
Proactively expand Company reach to qualified prospects and existing customers using multiple proven and creative techniques
Thoroughly document all activities performed on behalf of the customer and make procedural suggestions for improvements as appropriate
At least four (4) years of customer service or account management experience in the insurance industry required
Extensive understanding of insurance markets, products and usages, including but not limited to, account exposures, insurance coverage's, and the quoting process required in order to effectively manage client accounts required
Ability to maintain property and casualty insurance licensure required

Account Manager Insurance Resume Examples & Samples

Generates new business through affiliate company referrals and non-affiliate clients via website referrals. Reviews daily affiliate loan lock report and reaches out to Loan Officers to obtain business opportunities
Pre-qualifies and analyzes prospects personal lines coverage needs, recommends coverages and prepares quotes and proposals. Recommends surplus coverages, as needed. Educates clients as to coverage provisions. Submits applications to carriers and ensures timely follow up
Stays abreast of industry information, trends, new products, coverages, and technology to continually improve knowledge to more effectively serve client base
Extensive understanding of insurance markets, products and usages, including but not limited to, account exposures, insurance coverages, and the quoting process required in order to effectively manage client accounts required
Must have demonstrated PC proficiency, including knowledge of Microsoft Excel and Word
Experience using agency management systems preferred

Product Manager, Insurance Resume Examples & Samples

Gain insights into the needs of our users and customers
Focus resources on the best opportunities to create value
Work closely with engineers and researchers to deliver solutions
Use metrics and quantitative analysis to measure product utility, identify opportunities, and build consensus on product direction and roadmap
Communicate vision and progress to stakeholders within TSIQ as well as to our insurance partners

Project / Program Manager Insurance Resume Examples & Samples

Manage complex projects/programs through their complete lifecycle, and interact appropriately with external & internal parties
Monitor the planning, budget and staffing following adequate project management standards and methodology
Proactively identify and assess issues and risks which might threaten the success of the projects/programs, and propose mitigation actions
Relevant professional experience, including minimum 5 years as project/program manager
Thorough knowledge of the insurance industry, with expertise in one or more sector-specific areas e.g. claims management, non-life underwriting
Problem solving competencies and analytical skills for issues related to project management
Fluency in Dutch and / or French, with proficient business English

Senior Audit Manager Insurance Audit Resume Examples & Samples

Experience in the Insurance business would be an asset
Proven ability to manage a diverse group of professionals
Confident presentation and facilitation skills and strong interpersonal and leadership skills to facilitate working with auditors and senior management at all levels
Highly effective at developing ongoing positive relationships with Executives
Excellent analytical skills and proven ability to improve efficiency and effectiveness of processes and teams
Excellent problem solving ability
Effective organisational and planning skills to meet tight deadlines as well as flexibility to adapt to changing priorities
Self-motivated and the ability to motivate others
Strong knowledge / awareness of the regulatory environment; and
Good working knowledge of Microsoft office packages (Word, Excel, PowerPoint)

Manager, Insurance Operations Resume Examples & Samples

Manage the development, implementation, monitoring and reporting of the Insurance Operations Plan to meet strategic goals
Manage and collaborate with key stakeholders to ensure all business functions are fully integrated and support business goals
Support business projects and initiatives and lead multiple concurrent transformation efforts for the functions supported
Prepare, manage and forecast departmental budget
Understand team dynamics; build strong, productive and cohesive teams
Minimum 5-7 years of progressive experience in a leadership role with demonstrated success in operational management, preferably within the insurance / financial services industry
Strong interpersonal, management, and leadership skills
Strong people leadership skills with the proven ability to create and lead high performing teams
Collaborative management style is required
Demonstrated effective organizational skills, including the ability to effectively prioritize
Strong written and verbal communication skills with the ability to build and maintain productive working relationships and negotiate with a range of internal and external stakeholders
Demonstrated ability to balance on-going change and lead by example
Proven negotiation and influencing skills
Bachelors degree in business management or related field preferred

Manager, Insurance Operations, Mail Services Resume Examples & Samples

Demonstrated ability to understand the vision of the department and translate it into action and incorporate it into the day-to-day operations by ensuring that service and quality objectives are being attained and maintained on a consistent basis
Develops people, including coaching all team members effectively, recognizing and rewarding progress, enabling team members to be in charge of their day-to-day work lives, encouraging and modeling continuous learning and development, preparing performance objectives and professional development plans for self and team members
Manager responsible for all aspects of performance management, which includes annual performance assessments, hiring and compensation recommendations
Ensure team members are trained and fully competent in all the required functions and company-approved technologies and tools to effectively assist, support and resolve all customer inquiries
Collaborate with other leaders, including Insurance Operations Leadership Team (IOLT) to ensure that all functions are fully integrated and are in accordance with the Company's goals and objectives, ensuring that all overarching SLA's are met and/or exceeded
Proactively support the IOLT with required reports, summaries, investigations, feedback, and potential challenges. Effectively liaise and negotiate with other business units to resolve and enhance customer service expectations and business deliverables
Teamwork, including understanding group dynamics, building strong, productive and cohesive teams, demonstrating collaboration and mutual problems solving, and providing leadership opportunities for team members. Also includes personally understanding and accepting that the Manager must deliver observable value to the team in order to claim success
Change Management, including the ability to work in a new and ambiguous environment where tasks, processes, procedures, and lines of authority are evolving and changing
Plan and control department budget by anticipating future staff needs, projecting needs for supplies and equipment, and improving department effectiveness while decreasing expenses whenever possible
Minimum 4-5 years of progressive experience in a leadership role, preferably within the insurance / financial services industry but specifically Mail Services expertise that includes experience working with multiple vendors; moving mail cross border; returned mail; shipping & receiving; & off site storage
Strong people leadership skills with the proven ability to create and lead high performing teams through effective employee selection, motivation and performance management techniques / programs
Strong sense of personal accountability, mature judgment, confidence and flexibility. Ability to exercise independent discretion at all times
Excellent problem solving and analytical skills to identify and report on team's progress, business trends, initiatives, customer and employee issues, including the ability to identify problems in their early stages and solve by analyzing options and developing alternative solutions
Must have the initiative and ability to look for and champion improvement opportunities
A "take charge" attitude along with the ability to self-manage workload and priorities in a changing and evolving environment. This includes effective and efficient time management, multi-tasking and prioritizing skills
Exceptional customer service orientation
Must be adaptable to and balance on-going change and lead by example
Advanced verbal, written, and interpersonal communication skills required to effectively communicate with all levels of employees and customers
Intermediate to advanced level proficiency with computer applications (Microsoft Office)
Demonstrated business acumen
College Diploma or University Degree an asset

Security Assistant Security Manager Insurance Portland Resume Examples & Samples

Minimum high school diploma or equivalent required. Some college education or business classes desirable
Minimum 3 – 5 years of professional-level experience required. Prior experience in the security industry, law enforcement and/or military required. Experience in scheduling, operations or other functions of security industry a plus
Must possess a valid state Guard License, or have applied and subsequently be issued such a license prior to employment. As a condition of employment, employee must successfully complete a background investigation and a post-offer/pre-employment drug/alcohol test. Additionally, as a condition of continued employment, employee must maintain current active status of Guard License at all times, and must carry the license at all times while on duty
Current state driver’s license, clean driving record (no points in prior 3 years), and ability to safely operate a Company vehicle required
Energetic and focused personality with a demonstrated ability to take initiative, successfully handle and prioritize multiple competing assignments and effectively manage deadlines. Demonstration of strong customer service orientation required, with ability to effectively resolve client issues in a professional and service-focused manner and to de-escalate situations before they become hostile or unpleasant required
Ability to write effective and concise reports in neat, legible handwriting is required. Working knowledge of Microsoft Office software and email a considerable plus
Professional, articulate and able to use good independent judgment and discretion
Ability to train and coach others, and to effectively enforce post orders, security standards and company policies equitably and consistently
Outstanding verbal and written communication skills required. Ability to successfully interact at all levels of the organization, including with clients, while functioning as a team player required
Incumbent must be available to work outside normal shift schedule on an as-needed basis, and must be accessible by phone or pager 24/7 for emergency response

Customer Account Manager, Insurance Resume Examples & Samples

Act as the first line of support for all customer inquiries not handled by Technical Support (i.e. new module information, pricing, maintenance questions, billing issues, customer service, etc.)
Proactively contact customers on a regularly scheduled basis (i.e. 'A' accounts receive phone/e-mail contact weekly and annual on-site visits, 'B' accounts receive phone/e-mail contact monthly, 'C' accounts receive phone/e-mail contact quarterly. 'D' accounts receive e-mail contact at least once a year)
Ensure customers renew OnBase Software maintenance each year
Guarantee the customer is not just satisfied but delighted, always responding to their needs in a timely manner, ensuring the customer knows the value of software maintenance
Assure customers are reference-able and participating in Hyland marketing efforts to the extent allowable by their internal corporate policies
Nominate customers for marketing-related campaigns and awards based on strong familiarity with the details of their installations and facilitating the creation (or update) of customer case studies
Steer Customers toward registering for Users.OnBase.Com accounts and being actively engaged in the community of OnBase professionals
Ensure customers have proper, current training, are on a current version of the software, and are attending Hyland events (OTTC, TechQuest, VOGUE participation, webinars, etc)
Maintain an ongoing knowledge of named accounts (i.e. knowing their structure/org chart, etc.)
Identify and generate up-sell opportunities; meeting or exceeding criteria outlined in your Sales Compensation Plan
Work with Account Managers, Installed Base and applicable Industry Managers to develop an account sales strategy and execute the strategy
Help customers uncover new and/or expanded uses for OnBase
Internally market OnBase within customer organizations through web-based presentations, conference calls, demos or onsite presentations such as Lunch and Learns
Know when/how/who to enlist within other departments at Hyland to satisfy customer needs
Engage Professional Services, Legal and Sales Operations as needed by completing required E-form requests or initiating meetings/discussions
Forecast opportunities in CRM
Track all commitments, significant conversations, customer visits or sales calls
Document OnBase usage and customer environment details (such as line of business applications, relevant integrations, etc.)
Customer Service driven
A team player, positive, and flexible
Proactive problem solving ability, displaying exceptional follow through
Ability to work effectively with cross-functional teams

Manager, Insurance & Risk Finance Resume Examples & Samples

Managing Nokia’s Asset Insurance Programmes and Global Fronting Policies including Day to Day enquiries
Professional Insurance Qualification equivalent to ACII
5+ years of relevant, progressive experience in insurance and risk management
Good experience and understanding of the Insurance Market
Excellent communication and networking skills, customer service orientation
Combination of business acumen and process mind set, excellent process development and project management skills and experience as well as analytical and presentation skills

Manager Insurance Resume Examples & Samples

Prepare submission information and assist with reviewing quotes, insurance binders, and insurance policies to ensure they address the organization’s risks and are competitively priced based on current market conditions. Process invoices and perform allocations to the business units
Manage the third-party surety bond portfolio: maintain the surety database; coordinate new bonds and bond adjustments with the business units; perform cost allocations; perform monthly reconciliations; process premium invoices; and provide oversight of broker activities
Manage workers’ compensation, general liability, auto liability, and property damage/business interruption claims: analyze loss data to identify trends; lead claim file reviews; process bi-weekly invoices; respond to requests for reserve increases or settlement authority; manage third-party claim administrators, external legal counsel, and claim consultants activities; provide oversight of the TPA’s claims database; and work with business units and Safety to develop strategies to mitigate future losses
Review contractors/suppliers’ contracts for appropriate indemnification language and insurance provisions. Assist as needed in reviewing certificates of insurance received from contractors/suppliers
Coordinate the issuance of certificates of insurance required of Peabody
Assist internal customers by providing technical consulting, training, and support on risk management and insurance related matters
Manage cash forecast for expenses related to insurance, surety bonds, letters of credit, professional fees, brokers, services, etc
Prepare various reconciled monthly and quarterly reports to financial reporting, financial accounting, and environmental
Assist with the preparation of the annual insurance budget
Participate in third-party loss control/risk surveys of our mines and other locations
Special projects as required

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