[Fredslist] Job Openings!
Jordan Feldman
jfeldman at rampartinsurance.com
Mon Mar 18 13:35:48 EDT 2019
Gotham,
Rampart Insurance Services is hiring! Please see the different job descriptions below and let me know if anyone is interested. Thanks!
Job Listings:
Commercial Large Lines Assistant Account Executive
Summary/Objective:
Commercial Large Lines Assistant Account Executive, reporting to the department manager, as well as 2 to 3 Large Lines Account Executives, will be responsible for supporting the process used to service and market new and renewal accounts. The incumbent will provide support to the Account Executives in processing all lines of commercial insurance; as well as, be responsible for managing the cancellation process for the department.
Essential Functions:
Build and maintain relationships with Commercial Large Lines clients. Assist in the process of managing accounts in accordance with agency standards and workflows. Process applications, binders, Certificates of Insurance and other daily service needs as assigned. Assist with maintaining client files on the agency management system, Sagitta, as well as, the agency document management system, ImageRight. Support all key servicing aspects of accounts; including renewals, endorsements, certificates, cancellations, and audits. Assure all responsibilities are in compliance with company guidelines and procedures. Utilize courteous, professional phone techniques and service to clients, carriers and office staff. Special projects and other job-related duties as assigned. Assist in the management of client billing. Complete other related duties as assigned.
Experience:
NY Property and Casualty License (may be obtained within 1 year of hire)
Property and Casualty industry experience
Four Year College Degree with a focus on Insurance/Risk Management
Knowledge of Microsoft Suite, Outlook, Excel, Word and Sagitta/ImageRight preferred.
COMMERCIAL LARGE LINES ACCOUNT EXECUTIVE
Summary/Objective:
The Large Lines Account Executive services multiline commercial accounts in accordance with Rampart's objectives and procedures. Those Account Executives are assigned to Large Lines generally service accounts greater than $150,000.00 in premium.
ESSENTIAL FUNCTIONS:
Account Servicing: Manage, underwrite, market and service accounts as assigned. Assist other Account Executives as needed. Responsible for maintaining and/or offering the most comprehensive insurance offerings available. Compile and maintain all client related information. Process all insurance transactions; ensuring compliance with departmental and companywide procedures and guidelines. Assure that coverage is maintained at all times; help clients avoid late payments or possible cancellations. Resolve coverage issues or problems. Work with producers to enhance client development and service. Accept, price and bind insurance within underwriting authority. Examine and evaluate documents such as application forms, inspections reports, product brochures, financial reports and other data to determine degree of risk, underwriting and market selection. Handle New Business submissions. Develop, analyze, market and recommend a competitive insurance program providing various alternatives for client consideration. Manage workflow of your account split. May be required to assist with other accounts as needed.
Relationship Manager: The Account Executive is a point of contact for assistants, insured's, producers and carriers. Responsible for Quality Assurance on his/her accounts. Provide guidance, assistance and training to the Assistant Account Executive. Maintain high relationships at all times.
Documentation Procedures: Meets all procedural documentation standards. Maintain continuity, uniform procedures and agency-wide communication with regard to documentation and underwriting. Enter and maintain client data in Sagitta, ImageRight, and Salesforce. Complies with all PAR standards as set forth by the Department Manager. Passes all Departmental and PAR audits. Conducts periodic self-reviews. Demonstrates a working knowledge of all endorsements, contracts, forms, etc., necessary to do business.
EXPERIENCE:
5 to 7 years experience in Commercial Lines in an underwriting or account executive capacity
Proven underwriting, producer management, carrier management and managing junior personnel
BA in business, insurance or related field
Previous insurance industry experience can be considered in lieu of a Bachelor's Degree
NYS Property and Casualty Broker License
CPCU/CIC preferred
Commercial Middle Market Assistant Account Executive
Summary/Objective:
The Assistant Account Executive supports a designated group of stakeholders. To perform this job successfully, an individual must be able to perform each essential job function listed below satisfactorily with or without reasonable accommodations.
Essential Functions:
Provide technical support in underwriting and marketing and clerical support to Account Executives. Ensure that policy transactions are processed and accurate; including ACORD forms, applications, binders, and certificates of insurance. Assist Account Executives in the management of the workflow of assigned accounts. Maintain the integrity of the agency management system, Sagitta. Communicate with internal and external customers, as needed, to obtain information necessary to complete transactions. Provide professional customer service.
Experience:
1 year experience in commercial lines agency underwriting or account support and customer service experience
Proper written and oral communication skills
Corporate Trainer - Insurance
Summary/Objective:
The Corporate Trainer will train our employees to develop their skills and knowledge to support the overall efficiency and effectiveness of Rampart's operations. In this visible role you will identify, plan, and administer training sessions that are driven by strategic performance needs of Rampart.
Responsibilities:
Collaborate with management to identify company training needs
Schedule appropriate training sessions
Oversee and direct seminars, workshops, individual training sessions, and lectures
Plan and implement an effective training curriculum
Develop training budgets
Prepare training materials such as module summaries, videos, and presentations
Train and guide new employees
Develop monitoring systems to ensure that all employees are performing job responsibilities according to training
Requirements:
Bachelor's degree in Risk Management, Business, Accounting, Computer Science, or other related discipline; or equivalent professional experience 5 -7 year(s) experience in insurance either at an agency/broker or carrier
Knowledge of implementing corporate training programs in a large, complex workplace setting
Understanding of business practices & workflow common across many businesses
Knowledge developing metrics to evaluate and measure the effectiveness of training programs
Advanced knowledge of insurance business and terminology
Excellent communication and presentation skills; prior presentation and/or training experience helpful
Insurance agency Management systems ( preferably Sagitta), as well as WorkSmart and Document Imaging systems
Travel is required
_______________________________________________________________________________
[RISemail]
Jordan Feldman
1983 Marcus Ave, Suite C130 | Lake Success, NY 11042
T. (516) 390-3764 | F. (516) 390-3765
Rampart Brokerage Corp.
website<http://www.rampartinsurance.com/> | map<https://www.google.com/maps/place/1983+Marcus+Ave,+Lake+Success,+NY+11042/@40.756693,-73.6951089,17z/data=!3m1!4b1!4m2!3m1!1s0x89c2882be1236e6f:0xfba709b4cbc20197> | email<mailto:jfeldman at rampartinsurance.com>
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Please note that additions or changes to coverage, or a first report of a claim, cannot be made via email. You must speak directly with an Account Executive or Claims Department representative.
DISCLAIMER:
For your consideration we have made our review and comments in our capacity only as insurance brokers and for the sole purpose of coordinating insurance coverage on your behalf. However, we are not attorneys and any suggested changes in wording should be reviewed and approved by your legal counsel for sufficiency, appropriateness and intent prior to incorporation into any contract or agreement. Moreover, any suggested response to a third party or the implementation of a policy or procedure should similarly be reviewed and approved by your legal counsel for sufficiency, appropriateness and intent prior to release.
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