Personal Lines Account Executive Assistant
Job Summary
Supports Account Executive team on essential functions supporting clients' service needs to the agency's quality and service standards.
This position includes training to become a full Account Executive.
Job Description :
ESSENTIAL JOB FUNCTIONS
Primary Responsibilities :
- Support Account Executive with day-to-day service needs for clients
- Support Account Executive with marketing for new and renewal coverages
- Support Account Executive with claim and cancellation activities for client
Detailed duties :
- Process Certificates and Evidences of Property with Account Executive oversight
- Issue Auto ID cards
- Add / Remove Lienholders
- Maintain accurate client data in agency management system (AMS)
- Request / follow up / complete / deliver client change requests from carriers / brokers
- Ensure AMS policy, applications, transactions are updated based on changes
- Prepare / Follow-up on policy cancellations forms
- Notify AE of any cancellations
- Request MVRs as directed
- Quote and issue premium finance notes as directed by Account Executive
- Input data into AMS to create client files and policies
- Complete policy checklists as directed by Account Executive
- Pull endorsements and policies from carrier websites
- Create house / property valuations
- Gather Renewal Supplemental applications as directed by Account Executive
Knowledge, Skills and Abilities :
- Ability to communicate and understand orally and in writing with others to explain complex or abstract issues, receive and interpret complex information and respond appropriately.
- Ability to add, subtract, multiply and divide whole numbers and accurately perform simple calculation involving decimals and fractions
Education :
Prefer high school diploma or equivalent
Benefits Overview
IBC Bank offers a comprehensive benefits program to all full-time employees. Many of our benefits are also available for our part-time employees.
See below for a brief description of the benefits that would be available to you as an IBC Bank employee. Many of the benefits are also available to your dependents.
Medical Coverage
We offer employer paid medical benefits to all of our full-time employees. This coverage includes medical and prescription coverage.
As an option, full-time employees can add their dependents to the program and have their cost deducted pre-tax from their paycheck.
Eligibility : After initial probation period.
Dental Coverage
This is an optional benefit offered to all full-time and part-time employees. The plan includes various levels of coverage from single member to family plans.
Eligibility : After initial probation period.
Basic Life Insurance
All full-time employees are eligible for an employer paid life insurance plan.
Eligibility : After initial probation period.
Supplemental Life Insurance
This is an optional program offered to all full-time and part-time employees. This is paid by the employee and can be deducted from paycheck on a post-tax basis
Eligibility : After initial probation period.
Disability Insurance
This is an optional insurance plan offered to full-time and part-time employees. This can be deducted from an employee's paycheck on a post-tax basis.
Eligibility : After initial probation period.
Medical Spending Account
This is an optional benefit that allows employees to set aside up to $2,650 per year for out-of-pocket health care expenses through a pre-tax payroll deduction
Eligibility : After initial probation period.
Child Care Spending Account
This is an optional benefit that allow employees to set aside up to $5000 per year for childcare expenses through a pre-tax payroll deduction.
Eligibility : After initial probation period.
401K
The 401K savings program allows employees to save between 1-15% of their annual income in the bank's 401K plan.
Eligibility : Eligible after first day of the year following employment date.
Profit Sharing
Contingent on the bank's profitability, employees are given contributions based on their pay and years of service.
Eligibility : Eligible after first day of the year following employment date.
Tuition Assistance Program
Offered to full-time and part-time employees attending an accredited institution of higher learning. This program offers reimbursement for tuition for courses related to the financial banking industry.
Eligibility : After six months of employment.
Computer Assistance Purchase Program
All employees are offered the opportunity to purchase a computer through this program. The cost will be payroll deducted from their paycheck.
Eligibility : After one year of employment.
Vacation
Vacation is offered to all full-time and part-time employees who work more than 20 hours per week.
Eligibility : Depending on hire date, after initial probation.
Sick Leave
Sick Leave accumulates on a monthly basis at a rate of one day per month worked for full-time employees.
Eligibility : After initial probation period.
Related Jobs
Personal Lines Account Executive Assistant
Job Summary
Supports Account Executive team on essential functions supporting clients' service needs to the agency's quality and service standards.
This position includes training to become a full Account Executive.
Job Description :
ESSENTIAL JOB FUNCTIONS
Primary Responsibilities :
- Support Account Executive with day-to-day service needs for clients
- Support Account Executive with marketing for new and renewal coverages
- Support Account Executive with claim and cancellation activities for client
Detailed duties :
- Process Certificates and Evidences of Property with Account Executive oversight
- Issue Auto ID cards
- Add / Remove Lienholders
- Maintain accurate client data in agency management system (AMS)
- Request / follow up / complete / deliver client change requests from carriers / brokers
- Ensure AMS policy, applications, transactions are updated based on changes
- Prepare / Follow-up on policy cancellations forms
- Notify AE of any cancellations
- Request MVRs as directed
- Quote and issue premium finance notes as directed by Account Executive
- Input data into AMS to create client files and policies
- Complete policy checklists as directed by Account Executive
- Pull endorsements and policies from carrier websites
- Create house / property valuations
- Gather Renewal Supplemental applications as directed by Account Executive
Knowledge, Skills and Abilities :
- Ability to communicate and understand orally and in writing with others to explain complex or abstract issues, receive and interpret complex information and respond appropriately.
- Ability to add, subtract, multiply and divide whole numbers and accurately perform simple calculation involving decimals and fractions
Education :
Prefer high school diploma or equivalent
Benefits Overview
IBC Bank offers a comprehensive benefits program to all full-time employees. Many of our benefits are also available for our part-time employees.
See below for a brief description of the benefits that would be available to you as an IBC Bank employee. Many of the benefits are also available to your dependents.
Medical Coverage
We offer employer paid medical benefits to all of our full-time employees. This coverage includes medical and prescription coverage.
As an option, full-time employees can add their dependents to the program and have their cost deducted pre-tax from their paycheck.
Eligibility : After initial probation period.
Dental Coverage
This is an optional benefit offered to all full-time and part-time employees. The plan includes various levels of coverage from single member to family plans.
Eligibility : After initial probation period.
Basic Life Insurance
All full-time employees are eligible for an employer paid life insurance plan.
Eligibility : After initial probation period.
Supplemental Life Insurance
This is an optional program offered to all full-time and part-time employees. This is paid by the employee and can be deducted from paycheck on a post-tax basis
Eligibility : After initial probation period.
Disability Insurance
This is an optional insurance plan offered to full-time and part-time employees. This can be deducted from an employee's paycheck on a post-tax basis.
Eligibility : After initial probation period.
Medical Spending Account
This is an optional benefit that allows employees to set aside up to $2,650 per year for out-of-pocket health care expenses through a pre-tax payroll deduction
Eligibility : After initial probation period.
Child Care Spending Account
This is an optional benefit that allow employees to set aside up to $5000 per year for childcare expenses through a pre-tax payroll deduction.
Eligibility : After initial probation period.
401K
The 401K savings program allows employees to save between 1-15% of their annual income in the bank's 401K plan.
Eligibility : Eligible after first day of the year following employment date.
Profit Sharing
Contingent on the bank's profitability, employees are given contributions based on their pay and years of service.
Eligibility : Eligible after first day of the year following employment date.
Tuition Assistance Program
Offered to full-time and part-time employees attending an accredited institution of higher learning. This program offers reimbursement for tuition for courses related to the financial banking industry.
Eligibility : After six months of employment.
Computer Assistance Purchase Program
All employees are offered the opportunity to purchase a computer through this program. The cost will be payroll deducted from their paycheck.
Eligibility : After one year of employment.
Vacation
Vacation is offered to all full-time and part-time employees who work more than 20 hours per week.
Eligibility : Depending on hire date, after initial probation.
Sick Leave
Sick Leave accumulates on a monthly basis at a rate of one day per month worked for full-time employees.
Eligibility : After initial probation period.
Personal Lines Underwriter
Responsibilities
When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry.
Interested? Join our team!
- Build, maintain, and grow a book of business
- Manage agency relationships and serve as lead client contact
- Create and execute marketing plan to increase new and renewal business
- Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business
- Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management
- Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio
- Lead, train, and develop Assistant and Associate Underwriters
Qualifications
- Bachelor’s degree or equivalent combination of education and experience
- Minimum 3 years of personal lines underwriting experience required, excess & surplus experience preferred
- Demonstrated proficiency in sales and marketing
- Proven organization skills and ability with a strong attention to detail
- Interest in continued education and professional development
- Insurance license, CPCU, CIC or comparable designations preferred
Compensation Package
- Competitive base compensation & sales incentive bonus plan
- Flexible and hybrid options
- Health benefits & 401K with employer match
- Employer paid continuing education courses and designations
- Many opportunities for career advancement
About Our Company
Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager.
Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide.
Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector.
Equal Opportunity Employer
The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.
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Personal Trainer.
Responsibilities
- Conduct fitness service appointments with both new and existing members to design a personalized fitness game plan to help members achieve their goals
- Process new member intake questions to best understand fitness goals, relevant constraints, and other pertinent information to ensure their success at Gold's Gym
- Develop individualized exercise programs that are effective, challenging, and consistent with our members' personal fitness and exercise goals
- Maintain professional support for our club members with different fitness experience and backgrounds to assist all in achieving their training success
- Utilize floor hours to assist members with exercises and / or equipment demonstrations, maintain a safe and clean workout floor, and build professional relationships with our member base
- Apply expert-level fitness knowledge to keep members engaged to motivate their workouts, try new challenges, test out different Gold's Gym class offerings
- Conduct thorough gym walkthroughs to clean and re-rack weights to ensure facility is up to Gold's Gym standards
- Responsible for assisting club in achieving monthly revenue goals set by management
- Any other duties as assigned
What We Are Looking For :
- National fitness certification (NASM, ACE, ISSA, or NCCA accredited equivalent) must be current or obtained
- Experience in designing and implementing fitness programming based on varying individual needs
- CPR / AED certification must be current
- Bachelor's degree in Kinesiology or Exercise Science is a plus
- Organized and reliable with an approachable attitude
- Must have excellent communication skills and adaptable coaching methods to different exercise experience levels
- Must be able to quickly determine program changes to keep members engaged regardless of experience or fitness ability
- Must be able to lift upwards of 50 lbs
- Must be able to stand or sit for up to 8 hours throughout the workday
Personal Care Assistant
Right at Home San Antonio -
NEXT DAY PAY NOW AVAILABLE!!!
Want to join a company that truly makes a difference in the world?
Are you ready to serve a population who needs you right now?
BeEssential as a Right at Home PCA!
We stand prepared to equip you with the right personal protective equipment (PPE) and are ready to assist as you care for our vulnerable population of seniors and adults with disabilities.
By joining the A team, you will have the unique opportunity to improve the quality of life for those you serve by working for one of the fastest-growing international home care companies with over 25 years of experience.
Who Are We Seeking?
The good news is that your training will teach you what you need to know to succeed as a caregiver, but there are a few skills that you should have from the get-go :
- We have a great work culture at Right at Home and look for people with a similar mindset. You’re the honest, energetic and approachable type;
- able to get along and communicate easily with people at all levels. You’re never short of a smile and take real pride in your work;
cope well under pressure and thrive on a challenge.
You don’t mind getting a little dirty This could include, but is not limited to, assistance with eating, personal hygiene, light housekeeping, laundry, and other household chores.
You don’t have to be a gourmet chef but you can prepare a good meal and work your way around a kitchen.
You are able to assist the client in many ways; Including, but not limited to, Bathing, Toileting, assistance with medication reminders, prescribed range of motion exercises, dementia care, and activities such as reading, music, puzzles, games, etc.
Perks!
Immediate opportunities to start making a difference
Flexible schedules with part-time and full-time availability
Weekly pay with direct deposit
Recognitions, bonuses, and incentives!
Health Insurance
Predictable online schedules accessible from anywhere
Holiday Pay
30 and 90-Day Performance-Based Pay Increases
Mileage Reimbursement for Client Errands and Client-to-Client Travel
Online Schedules Accessible 24 / 7
Shift Reminders
Arrange Transportation for Caregivers
Bed Bound / Transition Training (Hoyer Lift and Gait Belt)
Ongoing Education (HHA Certification, Private 1-on-1 sessions, Educational Lectures, etc)
Specialized Training (Alzheimer's, Dementia, Parkinson's, CPR, etc)
24 / 7 Caregiver Support
Nurse Supervision
Caregiver Appreciation Program
Office, Facebook and Website Recognition
Caregiver Awards and Gifts Based on Performance
Consistently Positive Caregiver Testimonials
Caregiver Events and Activities
A Culture That Respects, Honors, and Empowers YOU!
Must Haves!
- Be 18 years of age
- Be a high school graduate or G.E.D. certification preferred
- Have the ability to read, write, speak, and understand English as needed for the job
- Must be able to pass a criminal background check
- Must possess a valid Driver’s License and have use of an insured automobile or access to adequate transportation for the job
Right at Home, an award winning and exceptionally busy in-home care assistance agency, is looking for Personal Care Assitants to join our fantastic team.
We were voted one of the top employers in San Antonio in 2018, 2020 and 2021 by our caregivers. If you are seeking a caregiving position, you owe it to yourself to contact Right at Home San Antonio.
Compensation : $13 / hr
Personal Care Assistant / PCA
Personal Care Assistant / PCA
Compensation : $12-$15
Griswold Home Care in San Antonio is looking to hire a Personal Care Assistant / PCA to help our senior clients maintain their dignity and independence by providing non-medical care and home companionship.
Are you dependable and kind? Have you been looking for a job with flexible hours ? Do you want to work at a company that appreciates your efforts as you make a difference in the lives of seniors ?
If so, please read on!
This caregiver position earns a competitive wage of $12-$15 / hr .
We provide great benefits including health, dental, vision, overtime, weekly paydays, and ongoing training and development opportunities .
If this sounds like the right caregiving opportunity for you, apply today!
ABOUT GRISWOLD HOME CARE
Griswold Home Care was founded by the late Jean Griswold in 1982, making us the oldest non-medical home care franchise organization in the country.
As a pioneer in our industry, we support families by referring professional caregivers for personal care, homemaking, and companionship services.
Our company was built on the timeless values of compassion and care and these ideals are always at the heart of all that we do.
We are proud that the services we provide help our clients remain in the homes they love.
Our desire to give back led us to establish the Jean Griswold Scholarship Foundation which assists individuals seeking to further their education in a care-related field.
We hire hard-working, dedicated individuals who uphold our values and ensure our clients receive the top-quality care they need.
To show our appreciation for all they do, we offer our employees competitive pay , appreciation programs , and opportunities for growth and development to help them build rewarding careers .
A DAY IN THE LIFE OF A PERSONAL CARE ASSISTANT / PCA
As a Personal Care Assistant / PCA, you provide meaningful companionship and valuable caregiving assistance to senior clients within their homes.
Each day you arrive punctually, greeting your clients with a cheerful attitude.
Self-motivated and efficient, you quickly assess and prioritize what needs to be done.
You willingly complete useful tasks such as preparing meals, grocery shopping, and light housekeeping duties.
A gentle and kind caregiver, you assist with non-medical elderly care tasks such as feeding and bathing.
Preserving the client’s dignity is always your top priority, and you are gentle and professional as you help them maintain proper personal hygiene.
Your patient demeanor is a wonderful asset as you occasionally provide caregiving services to clients with cognitive impairments or dementia.
Committed to safety and continuity of care, you are proactive in your communications with the office.
You log and submit accurate documentation, noting any changes to your clients’ needs or conditions. You find great satisfaction in providing superb elderly care and in knowing you make a difference in the lives of seniors !
QUALIFICATIONS FOR A PERSONAL CARE ASSISTANT / PCA
- Reliable transportation
- Clear criminal background
A high school diploma or equivalent is preferred.
6+ months of home care experience would be a plus; caring for a loved one counts! We are willing to train you .
Are you committed to providing compassionate elderly care? Do you manage your time wisely? Are you dependable and cheerful?
If yes, you might just be perfect for this caregiver position!
WORK SCHEDULE FOR A PERSONAL CARE ASSISTANT / PCA
This caregiving and companionship position has flexible scheduling , with opportunities for day and night shifts .
Clients may receive as little as 2 hours of care, while others require 24-hour care.
ARE YOU READY TO JOIN OUR CAREGIVING TEAM?
If you feel that you would be right for this elderly care job, please fill out our initial 3-minute, mobile-friendly application .
We look forward to meeting you!
Griswold Home Care is an equal opportunity employer that is committed to diversity and inclusion in the workplace.
We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.