 Assistant Account Executive – MAI Service Department GENERAL DESCRIPTION: Responsible for the day-to-day support to Account Executives. This position will be a training ground for the employee to eventually move into an Associate Account Executive position. This position reports directly to the Vice President of Services.
DUTIES AND RESPONSIBILITIES: - • Provide general technical support to MAI Account Executives
- • Issue certificates, binders, binder extensions, auto ID cards
- • Invoice transactions for the MAI Service Department
- • Assist in auto registration transactions, such as run MVR reports, issue RMV1 forms, dealership requests, • runner contact, check requests to Accounting Dept.
- • Assist in generating loss notices to insurance carriers and follow up for acknowledgements, request loss runs from carriers
- • Assist in gathering renewal information when necessary on large accounts, including client signatures on all applications, affidavits filings, surplus lines fees
- • Filing and photocopy projects
- • Request Workers Compensation Experience Modification Worksheets from carriers
- • Request Certificate of Insurance from Worker’s Compensation Assigned Risk carriers
- • Assist in inputing and maintaining policy detail in Agency Management System
- • Attend meetings as required by Management or career training
- • Pursue a program for personal/ professional development
- • Training on the use of insurance carrier websites
- • Any other incidental projects assigned by the Manager, Commercial Lines Service
*This job description is not intended to be all-inclusive. Employee will also perform other related business duties assigned by Management as required.
SPECIFICATIONS:
- • Computer Literacy
- • Willingness to Learn
Send resume and cover letter to: careers@telamonins.com
Associate Account Executive – MAI Service Department GENERAL DESCRIPTION: Responsible for the day-to-day support to Account Executives and oversee the tasks performed by the Assistant Account Executives. This position will be a training ground for the employee to eventually move into an Account Executive position. This position reports directly to the Vice President of Services.
DUTIES AND RESPONSIBILITIES: - • Provide general technical support to MAI Account Executives
- • Oversee the issuance of certificates, binders, binder extensions, auto ID cards
- • Oversee the Invoice transactions for the MAI Service Department
- • Handle auto registration transactions, such as run MVR reports, issue RMV1 forms, dealership requests, runner contact, check requests to Accounting Dept.
- • Assist in inputting and maintaining policy detail in Agency Management System
- • Assist in checking policies, endorsements and audits for accuracy, billing accordingly and sending with transmittal letter to clients
- • Assist in generating loss notices to insurance carriers and following up for acknowledgements, requesting loss runs from carriers
- • Assist in gathering renewal information when necessary on large accounts, including client signatures on all applications, affidavits filings, surplus lines fees
- • Assist in producing Schedules of Insurance and Renewal Proposals.
- • Follow-up with carriers for new and renewal policy issuance as well as outstanding endorsements
- • Request Workers Compensation Experience Modification Worksheets from carriers
- • Oversee the filing and photocopy projects
- • Attend meetings as required by Management or career training
- • Pursue a program for personal/ professional development
- • Training on the use of insurance carrier websites
- • Assist in the mentoring and training of the Assistant Account Executives
- • Any other incidental projects assigned by the Manager, Commercial Lines Service
*This job description is not intended to be all-inclusive. Employee will also perform other related business duties assigned by Management as required.
SPECIFICATIONS:
- MA Brokers’ License
- Minimum Requirement: 2 years of Commercial Lines Agency Experience
Send resume and cover letter to: careers@telamonins.com
Account Executive DUTIES AND RESPONSIBILITES: - • This position will report directly to the Vice President of Services
- • Responsible for the day to day servicing of retail accounts for the assigned team.
- • Service clients by responding to requests via telephone, mail, e-mail, fax or producer requests.
- • Meet with Producer on a weekly basis to review status of all business, new and existing.
- • Oversee the input and maintenance of policy detail in Agency Management System.
- • Check policies, endorsements and audits for accuracy, invoice accordingly and send with transmittal letters to clients.
- • Oversee the ordering of endorsements, renewals and new business from insurance companies.
- • Oversee the reporting of claims to insurance companies and follow up for status.
- • Perform annual renewal reviews and service visits as required with Producers.
- • Submit renewal information to insurance companies and negotiate renewal terms.
- • Remarket existing business when necessary.
- • Attend meetings as required by Management or career training.
- • Pursue a program for personal/professional development.
- • Maintain Insurance Brokers License.
- • Maintain follow-up system.
- • Maintain expiration list.
- • Assist Management in mentoring co-workers.
- • Round out accounts
- • Oversee issuance of certificates, binders, binder extensions done by Retail Dept Assistant Account Executives.
- • Produce Schedules of Insurance and Renewal Proposals.
* This job description is not intended to be all-inclusive. Employee will also perform other related business duties assigned by Management as required. SPECIFICATIONS: - • Prior Agency Commercial insurance experience—Minimum 5 years.
• Computer literacy.
• Broker’s License.
Send resume and cover letter to: careers@telamonins.com
Administrative Assistant DUTIES AND RESPONSIBILITIES: • Clear and distribute e.faxes
• Act as backup for Receptionist and first relief on chimes
• Handle 1/3 of the Chubb “paperfree” accounts
• Handle finance agreement procedures
• Assist with daily invoicing
• Help to maintain databases
• Assist with cash receipts and cash disbursements when necessary
• Inactivate prospects
• Label new biz files
• Archive dead files
• Assist with Admin functions during peak times, including incoming and outgoing mail
• Assist with projects, such as year-end processing and financial audit preparation
• Assist with filing and photocopying This job description is not all-inclusive and employee is expected to perform any tasks assigned by management. SPECIFICATIONS:
• High School Diploma
• Good organizational, computer and filing skills
• Good telephone skills
• Willingness to Learn Send resume and cover letter to: careers@telamonins.com
Benefits Account Executive DUTIES AND RESPONSIBILITIES: • Request census from client
• Process enrollments and changes on carrier website
• Request renewal rates from carrier at least 60 days prior to renewal
• Market new and renewal accounts for competitive quotes
• Follow-up with carriers for renewals and alternate quotes
• Provide general support to specified clients both health and 401k
• Obtain new business quotes for all lines of business
• Obtain policy number and complete benefits center descriptions in Agency Management System
• Prepare and present renewal presentation for assigned accounts
• Host client meetings to introduce new or renewal benefits program
• Notify the carrier group will renew
• Service Health, ancillary lines and Retirement plans for assigned clients day to day
• If applicable complete new business paperwork and assist in moving group to new carrier
• Send termination letter to previous carrier if moving the group
• Rewrite policy in Agency Management System
• Provide general technical support to MAFS Account Executives
• Input and maintain policy detail in Agency Management System
• Send welcome letter or thank you letter to client, new or renewal
• Ensure contact information is up to date in Agency Management System
• Assist in gathering renewal information when necessary on large accounts
• Assist MAFS with enrollments and account audits
• Assist sales and service with new business and renewal presentations
• Train clients on carrier websites
• Maintain up to date knowledge of all carrier product offerings and marketing material
• Assist with the underwriting process to ensure that all business is completed on a timely basis
• Ensure that all business is completed, entered into sales reports, AMS etc., including mastering the New Business Checklist Experience
• One to three years benefits servicing experience
• Computer Literacy/Skills
• Good telephone skills
• Willingness to Learn Send resume and cover letter to: careers@telamonins.com
Sales Executive
The Sales Executive is responsible for prospecting, soliciting, proposing, and selling new
Commercial, Personal, Life and Benefits accounts; for ongoing counseling and marketing to
existing clients; and for meeting specific sales goals as determined by the Sales Executive
and Vice President of Sales.
DUTIES AND RESPONSIBILITIES: • Actively prospect for and solicit new clients.
• Create and maintain client/prospect lists using the computer system.
• Gather all information necessary to market a new business account, including client signatures on all applications, and complete all necessary applications using the computer.
• Provide assistance as needed to Service Account Executive in the preparation of proposal and present final proposal to prospect/client.
• Maintain technical expertise and brokers license through continuing education classes, company seminars, etc.
• Provide assistance to the Service Account Executive in the research of claims and claim reserves where necessary.
• Perform regular client visits and annual reviews as per the Commercial Department guidelines.
• Collect down payments and overdue accounts on agency billed policies once all efforts have been exhausted by the Accounting Department.
• Review renewals 120 days (or more) prior to expiration and assist Service Account Executive in the preparation of a renewal plan on all accounts; i.e. re-marketing, pre-renewal letters to gather pertinent renewal information , pre-renewal visits with clients.
• Meet with Service Account Executive on a weekly basis to review status of all business, new and existing.
• Maintain expiration list.
SPECIFICATIONS:
• Prior Insurance experience and Sales experience desired
• Brokers License. Send resume and cover letter to: careers@telamonins.com
P&C Account Executive DUTIES AND RESPONSIBILITIES: • Service clients by responding to requests via telephone, mail, e-mail, fax or producer requests.
• Meet with Producer on a weekly basis to review status of all business, new and existing.
• Input and maintain policy detail in Agency Management System.
• Check policies, endorsements and audits for accuracy, invoice accordingly and send with transmittal letters to clients.
• Order endorsements, renewals and new business from insurance companies.
• Report claims to insurance companies and follow up for status.
• Perform annual renewal reviews and service visits as required with Producers.
• Submit renewal information to insurance companies and negotiate renewal terms.
• Remarket existing business when necessary.
• Attend meetings as required by Management or career training.
• Pursue a program for personal/professional development.
• Maintain Insurance Brokers License.
• Maintain follow-up system.
• Maintain expiration list.
• Assist Management in mentoring co-workers.
• Round out accounts
• Oversee issuance of certificates, binders, binder extensions done by Retail Dept Technical Assistant.
• Produce Schedules of Insurance and Renewal Proposals.
SPECIFICATIONS:
• Prior Commercial insurance experience.
• Computer literacy.
• Broker’s License.
Send resume and cover letter to: careers@telamonins.com
Property & Casualty Technical Assistant Responsible for the day-to-day support to Account Executives. This position will be a training ground for the employee to eventually move into an Account Executive position. Eventual goal is to grow into a Sales Position. DUTIES AND RESPONSIBILITIES: • Provide general technical support to MAI Account Executives
• Issue certificates, binders, binder extensions, auto ID cards
• Input and maintain policy detail in Agency Management System
• Invoice transactions for the MAI Service Department
• Handle auto registration transactions, such as run MVR reports, issue RMV1 forms, dealership requests, runner contact, check requests to Accounting Dept.
• Generate loss notices to insurance carriers and follow up for acknowledgements, request loss runs from carriers
• Assist in gathering renewal information when necessary on large accounts, including client signatures on all applications, affidavits filings, surplus lines fees
• Filing and photocopy projects
• Follow-up with carriers for new and renewal policy issuance as well as outstanding endorsements
• Request Workers Compensation Experience Modification Worksheets from carriers
• Attend meetings as required by Management or career training
• Pursue a program for personal/ professional development
• Training on the use of insurance carrier websites
• Any other incidental projects assigned by the Manager, Commercial Lines Service
SPECIFICATIONS:
• Computer Literacy
• Willingness to Learn Send resume and cover letter to: careers@telamonins.com
Receptionist/Administrative Assistant
The receptionist/assistant for the entities of the Telamon Insurance & Financial Network will be responsible for greeting visitors, answering bounce-back phone calls, assisting with accounting and administrative projects.
DUTIES AND RESPONSIBILITIES: • Perform reception duties of greeting and directing visitors; and answering bounce-back calls from voice mail
• Maintain greeting board for visitors
• Clear and assign new business prospects for Surplus Services
• Route e.fax mail to applicable employees
• Handle middle third of alpha split of Chubb “paperfree” process
• Fax cancellations to brokers
• Invoice Travelers downloaded transactions and various other manual carrier transactions
• Update broker contact information – Microsoft and AMS
• Help maintain data bases
• Archive dead files using excel
• Assist with incoming mail when necessary
• Queue up computer reports for Management projects
• Take care of plants in the common area
• Assist Management with any special projects, such as audit or automation This job description is not all-inclusive and employee is expected to perform any tasks assigned by Management. SPECIFICATIONS: • High school diploma
• Excellent communication skills
• Computer skills Send resume and cover letter to: careers@telamonins.com
Wholesale P&C Account Associate The receptionist/assistant for the entities of the Telamon Insurance & Financial Network will be responsible for greeting visitors, answering bounce-back phone calls, assisting with accounting and administrative projects.
DUTIES AND RESPONSIBILITIES: • Issue, when we do not have a carrier binder, and invoice binder • Issue certificates of insurance • Quote renewals assigned by Team Leader, based on authority and guidelines • Fax lapse letters • Type in-house endorsements and cancellations • Process legal notices, for other than non payment • Handle registry work on auto policies • Handle claims reporting on day of receipt, unless it is for a 1-800 carrier, or our in-house Lloyds policies • Order, through interface, standard market endorsements • Follow up for policies and endorsements issued by carriers • Review and process in-house audits within 24 hours • Forward appraisals and inspections, with rec letters, to brokers when applicable • Learn standard market policy issuance • Work with Account Executive to accomplish all assignments, using standards guidelines, to reach Team and Division goals
This job description is not all-inclusive and employee is expected to perform any tasks assigned by Management. Send resume and cover letter to: careers@telamonins.com
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