95 Insurance Services jobs in the United States
Insurance Services Representative
Posted today
Job Viewed
Job Description
About the Role
We are seeking a highly skilled Customer Service Insurance Representative to join our team. This is an exciting opportunity for individuals who enjoy working with customers and have a passion for insurance.
The ideal candidate will be responsible for providing exceptional customer service, sales, and retention activities for multiple personal line products. You will work within defined guidelines to assist members with new and existing policies, deepening their relationship with the company.
Key Responsibilities:
Facilitate the member experience by handling inbound and outbound phone calls, emails, or other contacts from members.
Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services.
Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services.
Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.
Maintain required Property & Casualty license and state registrations.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Requirements
High School Diploma or GED equivalent
Ability to provide exceptional customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products
Ability to prioritize and multi-task, while navigating through multiple business applications
Ability to apply knowledge and understanding of insurance regulatory and compliance requirements
Acquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiring
Benefits
A competitive salary ranging from $46,400.00 - $48,900.00
Best-in-class benefits to support physical, financial, and emotional wellness
Work Schedule
All work schedules for this role are 40 hours per week and will have both weekday and weekend hours
A training schedule of Monday - Friday with an 8hr shift within the hours of 8:00am – 6:00pm
Product Manager - Insurance Services
Posted 4 days ago
Job Viewed
Job Description
Finance
Job Description:
Your Work Shapes the World at Caterpillar Inc.
When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.
Our common values and focus on inclusion and respect drive the decisions made by our company, teams and people. This is why we are committed to hiring and building diverse teams representative of the customers we serve globally. When you join our team, you can apply your unique life and job experiences and work in an environment where your ideas are heard, your contributions are celebrated, and your whole-self matters.
About Cat Financial
Cat Financial is a subsidiary of Caterpillar Inc., the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat® dealers for machines, engines, Solar® gas turbines, genuine Cat parts and services. Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe and Africa. Visit cat.com to learn more about Cat Financial.
Role Definition
- Manages portfolio volume and profitability for covered industries or products.
- Drive strategy and advocate for product specific needs, partnering on rate and non-rate action to address indication, gain strategic alignment, and ensure compliance.
- Partner cross functionally to deliver competitive and profitable products, as well as launch new products in support of the Enterprise, the Dealerships and our End Customers.
- Preparing proposals and insurance summaries based on evaluation of client coverage needs.
- Building and maintaining strong relationships with clients and insurance carrier representatives and resolving customer inquiries.
- Developing programs and products, implementing robust pricing, risk validation, enrollment and documentation processes.
- Products and Services: Knowledge of major products and services and product and service groups; ability to apply knowledge of product and service appropriately to diverse situations.
- Risk Management: Knowledge of processes, tools and techniques for assessing and controlling an organization's exposure to risks of various kinds; ability to apply knowledge of risk management appropriately to diverse situations.
- Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
- Customer/Market Focus: Understanding of the importance of remaining aware of shifting market priorities and ability to respond to internal and external customer needs in a manner that consistently adds value.
- Commercial Insurance: Knowledge of commercial insurance products, market segments and marketplaces; ability to enable a more effective application of the insurance organization's business.
- Knowledge of Insurance Operations: Knowledge of the full spectrum of activities, practices, tools and considerations for insurance operations; ability to apply knowledge of insurance operations to provide administrative support to the insurance business.
- Property and Casualty Insurance: Knowledge of concepts, features and benefits of property and casualty insurance; ability to utilize knowledge of property and casualty insurance in the insurance products development, marketing, sales and other related functions.
- Addressing Customer Needs: Knowledge of the principles and practices for addressing customer needs; ability to meet customer needs by offering appropriate products in an appropriate manner.
Product Management for Commercial Insurance Portfolios
- Extensive experience managing the lifecycle of insurance products for medium to large business clients, from ideation through underwriting, launch, and post-launch optimization.
- Strong understanding of industry regulatory frameworks, risk appetite, and customer-specific coverage needs.
- Demonstrated ability to collaborate cross-functionally with actuarial teams, marketing, distribution channels, and technology partners to bring market-relevant insurance solutions to life.
- leading product management, underwriting, claims, or operations teams within the insurance sector, with experience across varying team sizes and organizational structures. Demonstrated ability to drive team performance, enhance policyholder service standards, and cultivate a high-performing, collaborative environment.
- Actively helped shape a values-driven culture, including implementing initiatives that promote diversity, equity, and inclusion, and aligning the team ethos with corporate governance, compliance, and customer-first principles.
- Skilled in mentoring talent across technical and non-technical roles, fostering professional growth in a regulated environment. Strong conflict resolution capabilities, especially within high-stakes, customer-facing functions.
- Exceptional ability to align stakeholders across underwriting, legal, claims, and technology to achieve strategic priorities and regulatory compliance.
- Skilled at championing change and building momentum for digital transformation initiatives in the insurance ecosystem.
- Able to leverage enterprise-wide resources to solve complex challenges and deliver measurable outcomes tied to business goals.
- Deep proficiency in insurance analytics, including predictive modeling, loss ratio analysis, and segmentation to support underwriting strategy and portfolio optimization.
- Experience translating complex data insights into clear, actionable recommendations for both senior leadership and front-line teams.
- Familiarity with tools such as SAS, SQL, or actuarial software, with the ability to structure and present quantitative analysis to a wide audience.
- This position requires the successful candidate to work full time, 5 days per week in the Nashville main office.
Summary Pay Range:
$116,532.00 - $216,384.00
Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.
Benefits:
Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.
- Medical, dental, and vision benefits*
- Paid time off plan (Vacation, Holidays, Volunteer, etc.)*
- 401(k) savings plans*
- Health Savings Account (HSA)*
- Flexible Spending Accounts (FSAs)*
- Health Lifestyle Programs*
- Employee Assistance Program*
- Voluntary Benefits and Employee Discounts*
- Career Development*
- Incentive bonus*
- Disability benefits
- Life Insurance
- Parental leave
- Adoption benefits
- Tuition Reimbursement
* These benefits also apply to part-time employees
Relocation is available for this position.
Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as, H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S which can be found through our employment website at
Posting Dates:
July 1, 2025 - July 15, 2025
Any offer of employment is conditioned upon the successful completion of a drug screen.
Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities.
Not ready to apply? Join our Talent Community.
Account Manager, Insurance Services
Posted 5 days ago
Job Viewed
Job Description
Franklin Street is currently seeking an Account Manager to join our Insurance Team in Fort Lauderdale, FL.
The ideal candidate must possess 3-5+ years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance – preferably in the P&C specialty area. An active 2-20 Insurance license is required. Proficient in AMS 360 and Microsoft Office is preferred.
Position Overview:
The Account Manager will support the organization’s overall group of insurance agents by working with emerging agents and managing a book of business to enable the agents to reach a high level of production and provide exceptional customer service to our clients.
- Services, manages, retains, and grows an existing book of insurance business.
- Initiates quotes.
- Talks with underwriters.
- Solves issues and answers technical questions of an advanced nature.
- Handles all day-to-day service work associated with the client’s account, including all endorsement activity and routine coverage questions. Responds to inquiries from clients and communicates through the point-of-sale to gather signed documents, deliver signed documents to underwriters, and obtains any additional information to finalize bind requests from agents (ex: loss runs). Follows up with underwriters for quotes.
- Markets renewals to carriers on behalf of clients and assists in marketing of new business. Ensuring that policy renewals are performed in a timely manner and that client coverage is reviewed at least annually for proper coverages etc. is a core function of this job. Sends renewal letters and correspondence to clients throughout the year.
- Client Contact: Develops and maintains client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention.
- Identifies and determines coverage of policies to be entered into the agency management software system (AMS 360). Keeps activity, deadlines, renewal dates, coverage information, endorsements, and correspondence updated in management system daily to ensure real time information. Updates databases and spreadsheets.
- Exercises discretion and independent judgment in significant matters related to the business and customer service – for example, has the authority to bind insurance coverage on behalf of clients on a regular basis.
- At the discretion of the agent, may accompany agent on client visits, presentations, and meetings.
- In some circumstances, depending on the size of the book of business, may supervise a Commercial Insurance Assistant.
- Prepares/delegates and arranges delivery of certificates of insurance, policies, endorsements, and invoices to clients.
- Records and reports loss notices to carrier.
- Maintains strong lines of communication with the Managing Directors.
- Performs desktop publishing on regular basis to assist in the creation of marketing materials and assists in the creation of PowerPoint presentations. Types and produces general correspondences, memos, charts, tables, graphs, business and financial reports, etc.
- Maintains strict confidentiality regarding company marketing and business matters.
- Performs other duties as assigned.
Requirements:
- 3 – 5 + years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance – preferably in the P&C specialty area.
- Strong written and verbal communication skills (professional level English). Must be able to speak clearly and concisely. Must possess the ability to represent the company professionally both in person and over the phone with a pleasant demeanor and customer service focus. Professional business attire is required.
- Must be organized, focused, and able to multi-task in a fast-paced business environment.
- Analytical ability is required in order to gather and summarize data for reports, find solutions to various problems, and prioritize work.
- Must possess strong organizational skills and be able to multi-task in a fast-paced, deadline driven, business environment.
- An active Insurance license is required (In Florida, an active 2-20 license is required. In Georgia, an active agent license is required.)
- AMS 360 proficiency or similar industry software experience strongly preferred.
- Advanced proficiency in MS Office suite including Excel, Word, Power Point, Outlook, and related software required. InDesign proficiency a plus.
- Ability to type 45 - 50 wpm or faster strongly preferred.
- Bachelor’s Degree preferred. High school diploma required.
- Additional coursework or related insurance industry experience a plus.
About Franklin Street:
Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions to meet clients’ evolving needs. Through a collaborative philosophy of leveraging the resources, expertise, and experience of each of its divisions—Real Estate, Capital, Insurance, Property Management, and Project Management—Franklin Street offers unmatched value and optimal solutions for clients nationwide.
Make your next career move with Franklin Street. With seven lines of business and six offices across Florida and Atlanta, that perfect opportunity you’ve been looking for is here. We believe in hiring a mix of experienced and new talent to join our team of professionals. Whatever your expertise, wherever you are on your career path, Franklin Street is your destination for success.
Learn more about Franklin Street and our award-winning culture at .
Franklin Street offers competitive salaries, medical – including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events.
Must be able to successfully pass pre-employment (post-offer) drug screen and background check.
Franklin Street and Lighthouse HR Services is an Equal Opportunity Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, or any other classification protected by law.
Customer Service Representative - Insurance Services

Posted today
Job Viewed
Job Description
+ _Are you ready to join a company offering career advancement opportunities throughout your career journey?_
+ _Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning?_
+ _Are you looking for an inclusive environment with a culture of collaboration and belonging?_
Well, this may be the role for you. Ready to make your mark?
In this role, you will serve as ADP's front-line for solving clients' challenges, including issue resolution, answering questions, helping clients, training their users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands.
The nature of what you do every day will not change -- your #1 goal is to help clients. Still, every day will be different because the questions you receive will vary, as will the solutions you provide each client. There will be no shortage of new questions you'll receive, which will keep things interesting, and our top-ranked training will help to set you up for success!
To thrive in this role, you have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.
Ready to #MakeYourMark? **Apply now!**
**To learn more about Client Services at ADP, watch here:** you'll do:** _Responsibilities_
What you can expect on a typical day:
+ **Client Support** . You will provide customer support via phone and digital channels, including but not limited to answering client questions and concerns related to business coverage, rates, and working closely with clients and carriers to endorse coverage dependent on business needs or changes. This includes fielding questions related to ADP's Pay-By-Pay product, its value proposition, and have a working knowledge of the audit and dispute process.
+ **Investigate** . You will investigate, research, analyze, and resolve complex client issues and advise clients based on ADP and insurance product knowledge.
+ **Learn** . You will continually upgrade your knowledge on the insurance industry and ADP products inclusive of payroll.
+ **Consult** . You'll identify and provide recommendations on additional lines of coverage and agency-managed benefits administration tools. You will do this by developing and maintaining effective written and verbal communication to ensure satisfaction and world class service.
**TO SUCCEED IN THIS ROLE:** _Requirements_
+ At least two years of insurance related experience
+ Must have the appropriate Property & Casualty producers license within 30 days of employment. ADP will support successful candidates in the testing process.
A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:
+ Experience noted above, OR
+ Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you developed and are excited to provide an environment where you can continue to make a meaningful impact.
**Bonus points for these:** _Preferred Qualifications_
+ Property & Casualty (general lines, producer) Insurance License if not properly licensed, must obtain within 30 days as a condition of employment.
**YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:**
+ **Be yourself** in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
+ **Belong** by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.
+ **Grow your career** in an agile, dynamic environment with plenty of opportunities to progress.
+ **Continuously learn** through ongoing training, development, and mentorship opportunities.
+ **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones.
+ **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
+ **Join a company committed to giving back** and generating a lasting, positive impactupon the communities in which we work and live.
+ **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.
What are you waiting for? **Apply today!**
Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is $16.35 - $33.17 / Hour
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
Customer Service Representative - Insurance Services
Posted 8 days ago
Job Viewed
Job Description
+ _Are you ready to join a company offering career advancement opportunities throughout your career journey?_
+ _Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning?_
+ _Are you looking for an inclusive environment with a culture of collaboration and belonging?_
Well, this may be the role for you. Ready to make your mark?
In this role, you will serve as ADP's front-line for solving clients' challenges, including issue resolution, answering questions, helping clients, training their users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands.
The nature of what you do every day will not change -- your #1 goal is to help clients. Still, every day will be different because the questions you receive will vary, as will the solutions you provide each client. There will be no shortage of new questions you'll receive, which will keep things interesting, and our top-ranked training will help to set you up for success!
To thrive in this role, you have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.
Ready to #MakeYourMark? **Apply now!**
**To learn more about Client Services at ADP, watch here:** you'll do:** _Responsibilities_
What you can expect on a typical day:
+ **Client Support** . You will provide customer support via phone and digital channels, including but not limited to answering client questions and concerns related to business coverage, rates, and working closely with clients and carriers to endorse coverage dependent on business needs or changes. This includes fielding questions related to ADP's Pay-By-Pay product, its value proposition, and have a working knowledge of the audit and dispute process.
+ **Investigate** . You will investigate, research, analyze, and resolve complex client issues and advise clients based on ADP and insurance product knowledge.
+ **Learn** . You will continually upgrade your knowledge on the insurance industry and ADP products inclusive of payroll.
+ **Consult** . You'll identify and provide recommendations on additional lines of coverage and agency-managed benefits administration tools. You will do this by developing and maintaining effective written and verbal communication to ensure satisfaction and world class service.
**TO SUCCEED IN THIS ROLE:** _Requirements_
+ At least two years of insurance related experience
+ Must have the appropriate Property & Casualty producers license within 30 days of employment. ADP will support successful candidates in the testing process.
A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:
+ Experience noted above, OR
+ Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you developed and are excited to provide an environment where you can continue to make a meaningful impact.
**Bonus points for these:** _Preferred Qualifications_
+ Property & Casualty (general lines, producer) Insurance License if not properly licensed, must obtain within 30 days as a condition of employment.
**YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:**
+ **Be yourself** in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
+ **Belong** by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.
+ **Grow your career** in an agile, dynamic environment with plenty of opportunities to progress.
+ **Continuously learn** through ongoing training, development, and mentorship opportunities.
+ **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones.
+ **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
+ **Join a company committed to giving back** and generating a lasting, positive impactupon the communities in which we work and live.
+ **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.
What are you waiting for? **Apply today!**
Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is $16.35 - $33.17 / Hour
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
Senior Account Manager, Insurance Services
Posted 5 days ago
Job Viewed
Job Description
Franklin Street is currently seeking a Senior Account Manager to join our Insurance Team in Fort Lauderdale, FL.
The ideal candidate must possess 3-5 years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance – preferably in the P&C specialty area. An active 2-20 Insurance license is required. Proficient in AMS 360 and Microsoft Office is preferred.
Position Overview:
The Senior Account Manager will support the organization’s overall group of insurance agents by working with emerging agents and managing a book of business to enable the agents to reach a high level of production and provide exceptional customer service to our clients.
- Oversees Client Support Associates’ and Account Managers’ daily duties as the team’s go-to person
- Enforces best practices by training, coaching, and leading by example
- Assists in interviewing and has input for open positions on the team
- Provides training to the team’s new hires
- Gives feedback on team members’ performance and reviews
- Addresses team and client issues and involves manager when appropriate
- Services, manages, retains, and grows an existing book of insurance business
- Develops and maintains client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention
- Handles all day-to-day service work associated with the client accounts, including all endorsement activity and routine coverage questions
- Responds to inquiries from clients and communicates through the point-of-sale to gather signed documents, deliver signed documents to underwriters, and obtains any additional information to finalize bind requests from agents
- Markets renewals to carriers on behalf of clients and assists in marketing of new business
- Ensures policy renewals are performed prior to expiration
- Sends renewal letters and correspondence to clients throughout the year
- Identifies and maintains policy data entered into the agency management software system (AMS 360)
- Exercises discretion and independent judgment in significant matters related to the business and customer service – for example, has the authority to bind insurance coverage on behalf of clients on a regular basis
- Acts as backup to director for filing claims with carriers, following up with adjusters on updates on open claims, maintaining spreadsheets, and giving status updates to clients
- May accompany agent on client visits, presentations, and meetings
- Prepares/delegates and arranges delivery of certificates of insurance, policies, endorsements, and invoices to clients
- Records and reports loss notices to carrier
- Maintains strong lines of communication with the team
- Performs desktop publishing on a regular basis to assist in the creation of proposals
- Types and produces general correspondences, memos, charts, tables, graphs, and business reports, etc.
- Maintains strict confidentiality regarding company marketing and business matters
- Performs other duties as assigned
Requirements:
- 3+ years of proven experience demonstrating the ability to service, manage, retain, and grow an existing book of commercial insurance – preferably in the P&C specialty area
- AMS 360 proficiency or similar industry software experience strongly preferred
- Advanced proficiency in MS Office suite including Excel, Word, Power Point, Outlook, and related software required.
- Excellent customer service skills
- Strong written and verbal communication skills
- Must be organized, focused, and able to multi-task in a fast-paced, deadline driven business environment
- Strong analytical ability to gather and summarize data for reports, find solutions to various problems, and prioritize work
- Bachelor’s degree preferred
- Active insurance license is required in the state in which they reside.
About Franklin Street:
Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions to meet clients’ evolving needs. Through a collaborative philosophy of leveraging the resources, expertise, and experience of each of its divisions—Real Estate, Capital, Insurance, Property Management, and Project Management—Franklin Street offers unmatched value and optimal solutions for clients nationwide.
Make your next career move with Franklin Street. With seven lines of business and six offices across Florida and Atlanta, that perfect opportunity you’ve been looking for is here. We believe in hiring a mix of experienced and new talent to join our team of professionals. Whatever your expertise, wherever you are on your career path, Franklin Street is your destination for success.
Learn more about Franklin Street and our award-winning culture at .
Franklin Street offers competitive salaries, medical – including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events.
Must be able to successfully pass pre-employment (post-offer) drug screen and background check.
Franklin Street and Lighthouse HR Services is an Equal Opportunity Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, or any other classification protected by law.
Underwriter - American Team Managers Insurance Services

Posted today
Job Viewed
Job Description
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st Shift (United States of America)
**Please review the following job description:**
Underwrites new and renewal business, approves policy changes, maintain workload, and controls written business up to and including the time of binding according to Company guidelines and established CRC procedures. Provides leadership to a production/underwriting team. Provides high quality professional service to Agents and Carrier Partners.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Meet or exceed production goals as assigned by manager.
2. Underwrite new and renewal business.
3. Supervise a multi-person team ensuring all pertinent information is communicated.
4. Develop and maintain excellent relationships with clients.
5. Market all products and services to clients.
6. Communicate properly and timely with all producers regarding submissions and decisions for new or renewal business.
7. Approve and disapprove endorsement requests according to internal and Company guidelines.
8. Monitor accounts to ensure compliance with the firm's policies and procedures.
9. Monitor production, hit ratios, renewal retention ratios spread of risk and other production and quality measures to minimize risk and predict future success.
10. Review and handle policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.) appropriately.
11. Review inspection reports and compare to the conditions that were represented at the time of binding and take appropriate or needed actions.
12. Meet or exceed file documentation standards, comply with underwriting authority level standards and pass all audits - both internal and external.
13. Maintain necessary licenses to produce business.
**QUALIFICATIONS**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or appropriate insurance designation
2. Three years of experience in production and marketing of new accounts
3. Must be licensed in corresponding areas of insurance
4. Must be able to understand and analyze necessary components of insurance policies
5. Ability to understand the client's needs and have knowledge of the risk exposures associated
6. Recognize new trends and developments in the insurance industry and be able to incorporate into strategies
7. Must have knowledge of commercial multi-line underwriting and rating
8. Must have ability to use company automation to include Windows, Delphi, Word, DocuCorp, Rackley ISO Rating Software
9. Ability to develop, foster, and maintain an excellent working relationship with agencies
10. Provide necessary instruction to underwriting support staff
11. Exercise discretion in making decisions
12. Leadership and team playing skills
13. Maintain current knowledge of the insurance industry
14. Good written and verbal skills
15. Maintain travel schedule depending on the needs of clients, Agents, and new business
16. Ability to work extended hours when necessary
The annual base salary for this position is $80,000.00 - $100,000.00
**General Description of Available Benefits for Eligible Employees of TIH Insurance:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH's generous benefit plans, please visit our site ( . Depending on the position and division, this job may also be eligible for TIH's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace._**
EEO is the Law ( Pay Transparency Nondiscrimination Provision E-Verify ( CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.
Why CRC Group?
- Growth: Advance your career with our learning and leadership development programs.
- Innovation: Work in a forward-thinking environment that values new ideas.
- Community: Be part of a supportive team that celebrates success together.
- Benefits: Enjoy competitive compensation, health benefits, and retirement plans.
Who We're Looking For
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.
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Underwriter - American Team Managers Insurance Services

Posted today
Job Viewed
Job Description
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st Shift (United States of America)
**Please review the following job description:**
Underwrites new and renewal business, approves policy changes, maintain workload, and controls written business up to and including the time of binding according to Company guidelines and established CRC procedures. Provides leadership to a production/underwriting team. Provides high quality professional service to Agents and Carrier Partners.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Meet or exceed production goals as assigned by manager.
2. Underwrite new and renewal business.
3. Supervise a multi-person team ensuring all pertinent information is communicated.
4. Develop and maintain excellent relationships with clients.
5. Market all products and services to clients.
6. Communicate properly and timely with all producers regarding submissions and decisions for new or renewal business.
7. Approve and disapprove endorsement requests according to internal and Company guidelines.
8. Monitor accounts to ensure compliance with the firm's policies and procedures.
9. Monitor production, hit ratios, renewal retention ratios spread of risk and other production and quality measures to minimize risk and predict future success.
10. Review and handle policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.) appropriately.
11. Review inspection reports and compare to the conditions that were represented at the time of binding and take appropriate or needed actions.
12. Meet or exceed file documentation standards, comply with underwriting authority level standards and pass all audits - both internal and external.
13. Maintain necessary licenses to produce business.
**QUALIFICATIONS**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or appropriate insurance designation
2. Three years of experience in production and marketing of new accounts
3. Must be licensed in corresponding areas of insurance
4. Must be able to understand and analyze necessary components of insurance policies
5. Ability to understand the client's needs and have knowledge of the risk exposures associated
6. Recognize new trends and developments in the insurance industry and be able to incorporate into strategies
7. Must have knowledge of commercial multi-line underwriting and rating
8. Must have ability to use company automation to include Windows, Delphi, Word, DocuCorp, Rackley ISO Rating Software
9. Ability to develop, foster, and maintain an excellent working relationship with agencies
10. Provide necessary instruction to underwriting support staff
11. Exercise discretion in making decisions
12. Leadership and team playing skills
13. Maintain current knowledge of the insurance industry
14. Good written and verbal skills
15. Maintain travel schedule depending on the needs of clients, Agents, and new business
16. Ability to work extended hours when necessary
The annual base salary for this position is $80,000.00 - $100,000.00
**General Description of Available Benefits for Eligible Employees of TIH Insurance:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH's generous benefit plans, please visit our site ( . Depending on the position and division, this job may also be eligible for TIH's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace._**
EEO is the Law ( Pay Transparency Nondiscrimination Provision E-Verify ( CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.
Why CRC Group?
- Growth: Advance your career with our learning and leadership development programs.
- Innovation: Work in a forward-thinking environment that values new ideas.
- Community: Be part of a supportive team that celebrates success together.
- Benefits: Enjoy competitive compensation, health benefits, and retirement plans.
Who We're Looking For
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.
Underwriter - American Team Managers Insurance Services

Posted today
Job Viewed
Job Description
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st Shift (United States of America)
**Please review the following job description:**
Underwrites new and renewal business, approves policy changes, maintain workload, and controls written business up to and including the time of binding according to Company guidelines and established CRC procedures. Provides leadership to a production/underwriting team. Provides high quality professional service to Agents and Carrier Partners.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Meet or exceed production goals as assigned by manager.
2. Underwrite new and renewal business.
3. Supervise a multi-person team ensuring all pertinent information is communicated.
4. Develop and maintain excellent relationships with clients.
5. Market all products and services to clients.
6. Communicate properly and timely with all producers regarding submissions and decisions for new or renewal business.
7. Approve and disapprove endorsement requests according to internal and Company guidelines.
8. Monitor accounts to ensure compliance with the firm's policies and procedures.
9. Monitor production, hit ratios, renewal retention ratios spread of risk and other production and quality measures to minimize risk and predict future success.
10. Review and handle policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.) appropriately.
11. Review inspection reports and compare to the conditions that were represented at the time of binding and take appropriate or needed actions.
12. Meet or exceed file documentation standards, comply with underwriting authority level standards and pass all audits - both internal and external.
13. Maintain necessary licenses to produce business.
**QUALIFICATIONS**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or appropriate insurance designation
2. Three years of experience in production and marketing of new accounts
3. Must be licensed in corresponding areas of insurance
4. Must be able to understand and analyze necessary components of insurance policies
5. Ability to understand the client's needs and have knowledge of the risk exposures associated
6. Recognize new trends and developments in the insurance industry and be able to incorporate into strategies
7. Must have knowledge of commercial multi-line underwriting and rating
8. Must have ability to use company automation to include Windows, Delphi, Word, DocuCorp, Rackley ISO Rating Software
9. Ability to develop, foster, and maintain an excellent working relationship with agencies
10. Provide necessary instruction to underwriting support staff
11. Exercise discretion in making decisions
12. Leadership and team playing skills
13. Maintain current knowledge of the insurance industry
14. Good written and verbal skills
15. Maintain travel schedule depending on the needs of clients, Agents, and new business
16. Ability to work extended hours when necessary
The annual base salary for this position is $80,000.00 - $100,000.00
**General Description of Available Benefits for Eligible Employees of TIH Insurance:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH's generous benefit plans, please visit our site ( . Depending on the position and division, this job may also be eligible for TIH's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace._**
EEO is the Law ( Pay Transparency Nondiscrimination Provision E-Verify ( CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.
Why CRC Group?
- Growth: Advance your career with our learning and leadership development programs.
- Innovation: Work in a forward-thinking environment that values new ideas.
- Community: Be part of a supportive team that celebrates success together.
- Benefits: Enjoy competitive compensation, health benefits, and retirement plans.
Who We're Looking For
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.
Underwriter - American Team Managers Insurance Services
Posted 3 days ago
Job Viewed
Job Description
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st Shift (United States of America)
**Please review the following job description:**
Underwrites new and renewal business, approves policy changes, maintain workload, and controls written business up to and including the time of binding according to Company guidelines and established CRC procedures. Provides leadership to a production/underwriting team. Provides high quality professional service to Agents and Carrier Partners.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Meet or exceed production goals as assigned by manager.
2. Underwrite new and renewal business.
3. Supervise a multi-person team ensuring all pertinent information is communicated.
4. Develop and maintain excellent relationships with clients.
5. Market all products and services to clients.
6. Communicate properly and timely with all producers regarding submissions and decisions for new or renewal business.
7. Approve and disapprove endorsement requests according to internal and Company guidelines.
8. Monitor accounts to ensure compliance with the firm's policies and procedures.
9. Monitor production, hit ratios, renewal retention ratios spread of risk and other production and quality measures to minimize risk and predict future success.
10. Review and handle policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.) appropriately.
11. Review inspection reports and compare to the conditions that were represented at the time of binding and take appropriate or needed actions.
12. Meet or exceed file documentation standards, comply with underwriting authority level standards and pass all audits - both internal and external.
13. Maintain necessary licenses to produce business.
**QUALIFICATIONS**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or appropriate insurance designation
2. Three years of experience in production and marketing of new accounts
3. Must be licensed in corresponding areas of insurance
4. Must be able to understand and analyze necessary components of insurance policies
5. Ability to understand the client's needs and have knowledge of the risk exposures associated
6. Recognize new trends and developments in the insurance industry and be able to incorporate into strategies
7. Must have knowledge of commercial multi-line underwriting and rating
8. Must have ability to use company automation to include Windows, Delphi, Word, DocuCorp, Rackley ISO Rating Software
9. Ability to develop, foster, and maintain an excellent working relationship with agencies
10. Provide necessary instruction to underwriting support staff
11. Exercise discretion in making decisions
12. Leadership and team playing skills
13. Maintain current knowledge of the insurance industry
14. Good written and verbal skills
15. Maintain travel schedule depending on the needs of clients, Agents, and new business
16. Ability to work extended hours when necessary
The annual base salary for this position is $80,000.00 - $100,000.00
**General Description of Available Benefits for Eligible Employees of TIH Insurance:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH's generous benefit plans, please visit our site ( . Depending on the position and division, this job may also be eligible for TIH's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace._**
EEO is the Law ( Pay Transparency Nondiscrimination Provision E-Verify ( CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.
Why CRC Group?
- Growth: Advance your career with our learning and leadership development programs.
- Innovation: Work in a forward-thinking environment that values new ideas.
- Community: Be part of a supportive team that celebrates success together.
- Benefits: Enjoy competitive compensation, health benefits, and retirement plans.
Who We're Looking For
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.