Personal Lines Account Manager
Job Description
Personal Insurance Account Executive
Established agency seeking to add a personal insurance account manager.
Responsibilities include :
- Account handling
- Client presentations and ability to resolve client concerns and issues
- Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
- Liaison between clients and carriers
- Ability to cross sell and help walk-in / phone- sales questions
- Quoting both new and renewal business
- Ability to handle all types of personal insurance
- Order and process renewal & change requests
- Advise of coverage recommendations and assist clients with claims
- Assist in retaining accounts : follow up on cancelations & Broker of Record Letters
- Cross sell & round out accounts
Requirements :
- Must have working knowledge of agency management software, insurance rating Software and Microsoft Office
- Must have excellent presentation and communication skills
- Ability to multi-task and work in fast paced environment
- Ability to work within a team environment
- Ability to self-direct the completion of job duties
LI-KR1
Related Jobs
Personal Lines Account Manager
Job Description
Personal Insurance Account Executive
Established agency seeking to add a personal insurance account manager.
Responsibilities include :
- Account handling
- Client presentations and ability to resolve client concerns and issues
- Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
- Liaison between clients and carriers
- Ability to cross sell and help walk-in / phone- sales questions
- Quoting both new and renewal business
- Ability to handle all types of personal insurance
- Order and process renewal & change requests
- Advise of coverage recommendations and assist clients with claims
- Assist in retaining accounts : follow up on cancelations & Broker of Record Letters
- Cross sell & round out accounts
Requirements :
- Must have working knowledge of agency management software, insurance rating Software and Microsoft Office
- Must have excellent presentation and communication skills
- Ability to multi-task and work in fast paced environment
- Ability to work within a team environment
- Ability to self-direct the completion of job duties
LI-KR1
Personal Lines Account Manager
ABOUT HUB INTERNATIONAL :
HUB International Limited ( HUB ) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
With over 13,000 employees in 475+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
WHAT WE OFFER YOU :
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer :
- Competitive salaries and benefits offerings
- Medical / dental / vision insurance and voluntary insurance options
- Health Savings Account funding
- 401k matching program
- Company paid Life and Short-Term Disability Plans
- Supplemental Life and Long-Term Disability Options
- Comprehensive Wellness Program
- Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
- Great work / life balance, because that’s important for all of us!
- Focus on creating a meaningful environment through employee engagement events
- The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
- Growth potential - HUB is constantly growing and so can your career!
- A rewarding career that helps local businesses in the community
- Strong community support and involvement through HUB Gives
SUMMARY :
The Account Manager manages a book of insurance business with a high degree of independent discretion, autonomy, and decision-making.
As an Account Manager it is important to provide professional and courteous service to our clients, carrier representatives, Underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
ESSENTIAL DUTIES AND RESPONSIBILITIES :
- Responsible for overall retention of accounts and assigned book of business by partnering closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB’s best practices and standard procedures
- Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals.
Identifies and follows-up on cross-selling opportunities when appropriate
- Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
- Manages, organizes, and conducts client meetings when necessary and appropriately documents conversations with clients and carrier representative.
Ensures the quality and accuracy of data in all HUB computer systems and automated agency management systems and prepares reports for Management as required
- Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability and may negotiate with Underwriters and carriers
- Stays abreast of changes in the insurance industry and other external conditions that may impact their clients by attending industry-related continuing education training and courses
- Acts as a consultant and makes appropriate recommendations to clients in response to industry shifts and changes independent of Manager approval
- Acts as liaison between clients and insurance carriers to resolve escalated, complex service issues that require policy interpretation and experience-based judgment to resolve and troubleshoot claims and billing issues
- Travels on company business as required
- Monitors functions performed by junior-level Account Managers and Assistant Account Managers and supports, mentors and trains as necessary
- Performs other duties and projects as assigned
REQUIREMENTS :
Minimum of 3 years of experience and demonstrated proficiency in an Insurance Account Management role in required lines.
Brokerage experience is preferred
- Superior customer service and problem solving skills with the ability to work in a team environment
- Excellent written and verbal English communications skills required
- Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
- Ability to work a regular, full-time work schedule at HUB’s facility(s) and willingness to travel on business when required
- Supervisory, project leader, mentor or team leader experience preferred
EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS
- High School Diploma or equivalent required; College Degree preferred
- Currently licensed in good standing in required lines and states with all necessary CE credits
- Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)
PHYSICAL DEMANDS
The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear.
The employee must occasionally lift and / or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.
Department Account Management & Service
Required Experience : 2-5 years of relevant experience
Required Travel : Up to 25%
Required Education : High school or equivalent
EEOAA Policy
E-Verify Program
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.
For more information, please visit hubinternational.
In-Home Personal Care Assistant
SYNERGY HomeCare of West Knoxville -
Experience the SYNERGY HomeCare difference, where we are united under one purpose, to bring wholehearted, life-energizing care to as many people as possible - on their own terms, in their own homes.
And that starts with compassionate caregivers like YOU! When you join the SYNERGY HomeCare team, you will feel appreciated, recognized, and rewarded for the comforting, life-affirming care that comes right from your heart! Our promise to our clients is to bring the full support for fuller lives and to elevate their confidence knowing they have a caregiver like you by their side.
Do you :
- Enjoy helping others?
- Have a big heart with a lot of love to share?
- Take charge with a warm smile?
- We always have an opening for caregivers who can answer yes to these questions. At SYNERGY HomeCare we create a world of care at home for all, which means you will have the opportunity to care for a wide variety of people;
spanning all ages and all abilities. We are seeking caregivers to join our independently owned and operated national agency.
SYNERGY HomeCare offers :
- Competitive pay (14.00hr-16.00hr)
- Get Paid the Next Day Program
- Direct Deposit
- Additional Bonuses Available
- Paid orientation and ongoing training
- Time-and-a-half pay for overtime and holidays
- Flexible schedules and matching caregivers with nearby clients
- Employee recognition programs
- Caregiver Appreciation Program
- CPR Certification provided at no cost to caregiver
As a Caregiver with SYNERGY HomeCare, you will :
- Provide attention to clients’ non-medical needs, including companionship and social engagement
- Assist client with light housekeeping, meal preparation, and medication reminders
- Establish communication and a professional relationship with clients, family members, and co-workers
- Provide reliable care by being punctual and consistently covering shifts
If you would like to join our outstanding team at SYNERGY HomeCare, apply today!
Personal Trainer
Job Summary :
As a brand ambassador, a Personal Trainer represents Crunch Franchise to members and clients by delivering a positive fitness experience and quality personal training sessions leading to member retention and client acquisition and retention.
Responsible for :
- Upholding the Crunch Franchise core values of T.R.A.I.N. : Timely, Ready, Attentive, Inspiring, Noble.
- Make reaching fitness goals achievable by assisting members and clients with education and guidance on comprehensive fitness programs including resistance and cardio-respiratory training, general nutritional guidelines, and nutritional product recommendations.
- Meeting / exceeding minimum monthly company expectations including session service targets resulting in Personal Training revenue, supplement / nutritional product sales, and contributing to club success.
- Training exclusively for Crunch Franchise. As a Crunch Franchise team member, it is a violation of our conflict of interest policy to conduct personal training sessions or perform any person training-related duties independently or at any company outside of Crunch Franchise.
This includes working as an employee or independent contractor for another health club, personal training studio or private residence, or engaging in any other activities that represent a conflict of interest for Crunch Franchise.
Essential Duties & Responsibilities :
The Personal Trainer is responsible for performing the following activities for the club :
- Service and Train Clients 70% of time
- Prepare and deliver comprehensive fitness programs based on clients’ goals that include appropriate exercise selection, nutritional programming, and teaching a fitness lifestyle
- Set expectations and hold clients accountable to their comprehensive fitness programs through goal setting, follow-up discussions, and tracking progress
- Demonstrate safe and proper exercise techniques to clients
- Sales 10% of time
- This role requires salesmanship. Crunch provides continued training and high volume facility- you deliver quality training and understand that sales is part of growing your career within Crunch.
- Create an outstanding initial personal training experience for introductory package clients using our unique Crunch One Kickoff
- Service Members 10% of time
- Instruct members on proper use of club equipment and exercise techniques
- Assist, at the club management’s request, in any member service activities (e.g., fitness seminars, boot camps, body fat tables, supplement / nutritional product demos etc.)
- Understand all aspects and benefits of the CAMP CRUNCH Orientation and deliver a positive fitness experience to members and guests
- Help with racking weights and assisting in maintaining a neat, organized and clean club
- Additional / Misc. 10% of time
- Design comprehensive fitness programs using company-provided tools (dotFIT)
- Schedule all personal training sessions, other appointments, and administration time using company systems (ABC / Datatrak)
Qualifications :
Knowledge, Skills, & Abilities :
Education Level :
- High School Diploma or GED required
- Bachelor’s Degree preferred
- Current Cardiopulmonary Resuscitation (CPR)
Certifications : (One or more of the following certifications)
- American College of Sports Medicine (ACSM)
- Certified Personal Trainer
- Health Fitness Specialist
- American Council on Exercise (ACE)
- Personal Trainer Certification
- The Cooper Institute
- Personal Trainer Certification
- International Fitness Professionals Association (IFPA)
- Personal Trainer Certification
- National Academy of Sports Medicine (NASM)
- Certified Personal Trainer
- Corrective Exercise Specialist (CES)
- Performance Enhancement Specialist (PES)
- National Exercise and Sports Trainers Association (NESTA)
- Personal Fitness Trainer Certification
- National Federation of Professional Trainers (NFPT)
- Personal Trainer Certification
- National Strength and Conditioning Association (NSCA)
- Certified Personal Trainer
- Certified Strength and Conditional Specialist (CSCS)
Experience :
1-3 years in-person personal training experience.
Physical Requirements :
- Must be able to lift 50 lbs.
- Physical effort required for daily duties include lifting weights, squatting, bending, reaching, spotting, and prolonged standing and walking.
Work Environment :
- While performing the duties of this job the team member is regularly exposed to moving mechanical parts.
- Extended workdays are a frequent occurrence, as are weekends & holidays as needed to support the business.
PERSONAL CARE ASSISTANT (PCA) - KEMPTON OF HERMITAGE
Liberty Cares
With Compassion
Liberty Senior Living is currently seeking an experienced :
PERSONAL CARE ASSISTANT (PCA)
Job Summary :
- Follow assignments as directed by the LPN / Director of Resident Care Services / Supervisor-in-Charge (SIC) in performing assistance with resident’s activities of daily living and personal care needs.
- Observe residents for any change in condition and report to the Supervisor-in-Charge as well as any information a resident shares that might be significant to their overall well-being.
- Assist with the resident’s room cleanliness by picking up trash and / or ensuring that the room is safe to move about in.
Also assist with cleaning drawers and closets and clothing that might be lying around. Report any unsafe findings to the Supervisor-in-Charge.
Assist with meal time to ensure a comfortable and pleasant environment for the residents. Assist by serving trays and beverages, clearing and cleaning tables and getting residents to and from the dining room.
The dining room should never be left unattended by a Nurse Aide.
Perform oral hygiene, bathing, fingernail care, dressing, toileting, transferring, feeding, grooming, hair care, shaving (electric razor), etc.
or assist resident in performing all activities of daily living.
- Make resident beds and perform scheduled bed changes as well as assist with doing resident laundry.
- Ensure that residents’ needs are met; supervise residents and ensure their safety.
- Assist with the Activities listed for the day and encourage residents to participate.
- Follow personal care plans for each resident, familiarize oneself with the individual’s needs and desires of the residents as well as their unique personalities in order to work toward maintaining each resident’s independence, personal dignity, and personal safety.
- Perform other related duties as assigned by the LPN / Supervisor-in-Charge / Area Director / Director of Services / Administrator in accordance with the Minimum Standards.
- Must be able to use equipment without jeopardizing the safety of self, others, or equipment and use supplies safely and economically.
- Must not leave assigned shift until relieved by oncoming person for that position.
- Scrubs and closed toe tennis shoes or nursing shoes are to be worn. Must be neat in appearance and demonstrate good personal hygiene.
- Must read, know, and follow personnel, department, and community policies and procedures.
- Must attend in-service training, staff meetings, and complete continuing education requirements via the online computer training programs.
Job Requirements :
- Must be 18 years of age or older and have a high school diploma or equivalent.
- Must have no findings on the State Health Care Personnel Registry of resident abuse, resident neglect, misappropriation of resident or facility property, fraud against a resident or facility or diversion of drugs belonging to a resident or facility.
- Must enjoy working with senior adults with special care needs.
- Must be willing to receive, understand, and follow orders.
- Must be able to understand English to read, speak, and write.
Visit www.libertyseniorliving.com for more information.
Background checks / drug-free workplace.
EOE.
PI219016793