Records and maintains accurate and timely broker and prospect records in appropriate databases including, but not limited to, initial file documentation, updating, monitoring and tracking of current producer license information and validation of required producer and/or broker certifications, recording and filing documents as required. Must be proficient in Prophet.
Coordinates Sales & Marketing calendars, schedules appointments, and acts as Sales & Marketing administrative contact for RIG prospects, brokers, and agents.
Participates in planning and coordination of trade show exhibits, RAIS Annual Meeting and other meeting planning including promotions, packaging, shipping, and staff travel plans, and travels to and participates in when necessary.
Coordinates prospect, training, and continuing education events including organizing and producing meeting materials, evaluation and selection of training sites and supporting services, engagement and scheduling of presenters, management, and seminar staff. Coordinates and manages registrations and resolves of event day issues and/or emergencies.
Coordinates direct mail campaigns, surveys and other marketing communications utilizing standard mail, Constant Contact and other email vehicles. Participates in the ordering of promotional materials and coordinating gifts for trade shows and meetings. Maintains and edits data bases as needed.
Orders business cards, stationary and names badges for employees.
SUPERVISORY RESPONSIBILITIES
There are no supervisory responsibilities associated with this position.
COMPETENCIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.
Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit situation; able to deal with change, delays, or unexpected events
Communication Skills - Strong writing, verbal communication and presentation skills; Ability to communicate effectively with executives, managers, vendors, and in group or team settings; Ability to respond to requests quickly; Ability to compose expressive and compelling documents, reports, and letters utilizing proper grammar, punctuation, and appropriate sales/marketing presentation writing styles.
Customer Service – Excellent customer service skills, Manages difficult or emotional internal or external customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments
Dependability - Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work if necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan
Learning, Growth & Development - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed; Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Commits to long hours of work if necessary to reach goals; Measures self against standard of excellence
Process Quality - Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality; meets productivity standards; completes work in timely manner; strives to increase productivity; Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives; Develops realistic action plans; Anticipates potential problems and takes steps to resolve
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback
EDUCATION and/or EXPERIENCE
Bachelor's Degree (B. A.) from a four-year college or university; or at minimum of two years related experience and training; or equivalent combination of education and experience.
Proficiency in Microsoft applications including Excel, Word, Access, PowerPoint, Windows 2000 or higher required. Experience in Microsoft Project and graphics applications such as Corel Draw desired but not required.
Should you be interested in this wonderful opportunity, please email your resume to
kathleen.sullivan@renaissanceins.com
Provide marketing and placing services for high-valued and specialty market risks and serves as a virtual member of RAIS training and help desk teams in providing personal lines assistance and services to Renaissance Alliance member agencies and staff (knowledge, etc. should be included in competencies section).
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned
Reviews all submissions for completeness and compatibility with available markets
Selects appropriate potential markets based upon carriers’ underwriting guidelines and carrier appetites.
Identifies and obtains all additional underwriting information to satisfy carrier submission requirements and secure quotes in within established quotation target dates
Effectively negotiate premiums, analyzes risks, communicates and collaborates with RAIS agents and carrier underwriters to provide all information required to produce timely and competitive proposals
Receives orders, binds coverage, and expeditiously orders policies, to insure all binding and policy issuance requirements are met within acceptable time frames.
Routinely maintains customer and submission tracking electronic data files to insure their accuracy and reliability at all times
Responsibilities/Goals
Provide agent’s producers with a competitive edge in the marketplace by providing product, and industry expertise and support within the established target dates.
Follow-up with agents to obtain information needed to ensure the proper placement of coverage in the time frame available.
Deliver the best possible pricing and coverage for each submission in the most appropriate market and timeframe.
Establish relationships with agent contacts to promote confidence in RAIS marketing strategy, and reinforce our commitment to excellence in customer service.
Work with team members to mentor, coach and promote aggressive but appropriate marketing tactics.
Produce daily and weekly status reports to efficiently work with each underwriter to meet target dates consistently.
Supervisory Responsibilities - This job has no supervisory responsibilities.
Competency - To perform the job successfully, an individual should demonstrate the following competencies. Agency Management system and related software (AMS 360 a plus). Must have solid prior knowledge of MS Office (Excel, Word, and Outlook), effective time management skills, and the ability to multi-task in a fast paced environment. Should have in depth knowledge of Personal Lines Insurance.
Problem Solving - Identifies problems in a timely manner; Gathers and analyzes information skillfully; assists to develop alternative solutions; Works well in group situations.
Customer Service - Responds promptly to customer needs; Solicits customer feedback to improve response to requests for service and assistance in a timely manner.
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret written information.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Adaptability - Adapts to changes in the work environment; Changes approach or method to best fit the situation.
Qualifications - To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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.
Education and/or Experience - Bachelor's degree (B. A.) from four-year college or university; or one to two years’ related experience and/or training; or equivalent combination of education and experience.
Language Skills - Ability to read, analyze, and interpret insurance coverage forms and applications and underwriting manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Reasoning Ability - Ability to define problems collects data, establish facts, and draw valid conclusions. Ability to work within and follow defined authority guidelines and complies with various carriers’ restrictions. Ability to manage time and workload needs.
Work Environment - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work environment is typical to an office environment.
Should you be interested in this wonderful opportunity, please forward your resume directly to
kathleen.sullivan@renaissanceins.com
SUMMARY: The role of the Workers Compensation Underwriting Assistant for the Renaissance Insurance Agency is to manage an assigned broker’s book of business according to the specific procedures and guidelines outlined by the Renaissance Group.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following, but are not limited to:
• Review renewal policies to evaluate loss experience, changes in operations, payment, and loss control history.
• Rate and offer renewal proposals to brokers on a timely basis, and follow up to secure policy issuance in compliance with agency service standards.
• Review policy data entry for rating and billing accuracy, and issue policy for new business.
• Analyze Audit Worksheets received by outside auditor. Collect appropriate information to evaluate and analyze the accuracy of the audit. Process split modification and cancellation audits in a timely fashion.
• Maintain accurate policy information for each assigned client by keeping policy data up to date with regard to requested changes to the policy, experience modifications, and amending exposures as needed.
• Identify forms and endorsements such as waivers of subrogation used in policy construction.
• Conduct account inquiries in various management systems.
• Respond to service and information requests from internal and external customers in timely fashion.
• Maintain service standards by timely response to broker requests.
EDUCATION and/or EXPERIENCE
Bachelor's Degree (B. A.) from a four-year college or university, or at least two years related experience and training in the Insurance Industry.
Proven proficiency in software applications such as Windows98 or higher, Microsoft Word required.
AMS360, AFW, Phoenix, Excel preferred.
Should you be interested in this wonderful opportunity, please forward your resume to kathleen.sullivan@renaissanceins.com
Directs and participates in the development, analysis and interpretation of financial data in order to appraise operating results in terms of profitability, financial performance, and budgeting to achieve fiscal soundness and operating effectiveness of the Company. Responsible for the company’s overall accounting policy and financial reporting performance including the monthly and yearly financial close, cash management including banking relationships, establishing and monitoring internal financial controls, and managing the internal and external audit processes.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned
• Mentors, leads and directs the Financial & Accounting Services Team in the delivery of exemplary Financial and Accounting customer service to RIG member agencies, brokers, Minuteman investors, and internal Teams.
• Develops and maintains documentation of accounting policy consistent with GAAP accounting for external at both the holding company (RIG) and all operating companies levels
• Maintains financial procedures and controls for fiscal operations to ensure appropriate controls, confidentiality, & security are in place at all times.
• Insures timely financial statement consolidation preparation and with professionally documented supporting schedules, reports, and analyses
• Presents monthly financial statements and related schedules and reports to RIG executives and appropriate outside stakeholders and parties
• Administers budgeting process including development, revisions, non-financial manager budget support and communications, and budget reporting.
• Maintains and continually improves a fiscal operations system that reflects and accommodates for organizational financial complexity. Responsible for the effective use of both internal and external technology in achieving improved accuracy and productivity of the Finance & Accounting Services Team.
• Performs and prepares financial analyses as needed and directed.
• Establishes and maintains management level banking, consulting, leasing, and key vendor, carrier, and customer financial services and accounting relationships.
• Supervises payroll processing staff to insure accurate and timely payroll processing, federal and state reporting and tax payments, and related tasks.
• Reviews monthly Minuteman financial results and correlates to Renaissance Insurance monthly results.
• Administers annual audit process by working closely with outside auditors to insure timely and most cost effective independent audits.
• Provides RIG specific accounting related support to internal RIG managers and the RAIS Training Team
• Performs all other position related duties as assigned or requested.
SUPERVISORY RESPONSIBILITIES
• Direct supervision of designated members of the Finance & Accounting Services Team
• Performs supervisory responsibilities in accordance with the organization's policies and applicable laws:
Responsibilities include employee professional growth and development; mentoring and training in customer service and insurance related accounting skills; supporting and fostering self-directed employee performance; assisting assigned employees in time management skills to ensure their success in the execution of the duties and responsibilities of their roles; appraising performance; addressing complaints and resolving problems.
• Performs Balance Score Card performance appraisals and prepares salary reviews and recommendations for all direct reports.
• Leads the Finance & Accounting Services Team in the development and timely assessment and review of the Team’s Balance Score Cards.
COMPETENCIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit situation; able to deal with change, delays, or unexpected events
Communication Skills - Strong writing, verbal communication and presentation skills; Ability to communicate effectively with executives, managers, vendors, and in group or team settings; Ability to respond to requests quickly; Ability to compose expressive and compelling documents, reports, and letters utilizing proper grammar, punctuation, and appropriate writing styles.
Customer Service – Excellent customer service skills, manages difficult or emotional internal or external customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments
Dependability - Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work if necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan
Learning, Growth & Development - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed; Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Commits to long hours of work if necessary to reach goals; Measures self against standard of excellence
Process Quality - Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality; meets productivity standards; completes work in timely manner; strives to increase productivity; Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives; Develops realistic action plans; Anticipates potential problems and takes steps to resolve
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback.
EDUCATION and/or EXPERIENCE
Bachelor's Degree in Accounting and at least 5 years of job-related experience within the insurance industry. Advanced Finance, Accounting, & Management courses or degree and designations preferred.
Proven management and leadership skills; strong professional oral and written communication and customer service skills; organizational skills and ability to perform detail-oriented work are required; proven proficiency in spreadsheet software applications such as Microsoft Word, Excel and Access. Other applications required: Windows98 or higher, Great Plains Dynamics, and others.
Commitment to on-going formal and informal personal and professional education and development relevant to job responsibilities in the dynamic and growing RIG organization environment is required.
Should you be interested in this wonderful opportunity, please forward your resume to
kathleen.sullivan@renaissanceins.com
Summary
Provides leadership, collaboration, support, and training in the execution and development of the administrative management systems, processes and procedures of the Renaissance Alliance Marketing and Account Placement Team
Essential Duties and Responsibilities
• Develops personal knowledge and skill in all systems employed in the full service marketing and account placement of commercial and personal lines policies for RAIS member agencies’ including, but not limited to:
• AMS 360 and AfW Agency Management Systems
• Document management and imaging systems
• Risk Replacement Value software products
• Contact management, customer communications, and educational software (Constant Contact, IMMS Inside Track and P3 Marketing Wizard.
• Continually collaborates with RAIS management and staff to maintain consistency and accuracy in the utilization of administrative and organizational systems.
• Produces, reviews, analyzes, and distributes Marketing and Account Placement activity reports internally to management and Team members and externally to RAIS member agencies, as required
• Documents and internally publishes procedures and workflows and reviews, edits, and redistributes them as they become outdated or edited
• Trains new RAIS employees in RAIS processes, procedures, and agency management data processing responsibilities.
• Collaborates with management and staff to develop means of monitoring and measuring workflow efficiencies and customer service satisfaction to achieve or exceed the BSC objectives and targets of RAIS Marketing and Account Placement Team members
• Identifies, monitors, and reports to management the status of routine workflows with particular emphasis upon task distribution and/or reallocation of resources to address and resolve process backlogs
• Participates in providing RAIS Help Desk services to member agencies, as required or assigned
• Evaluates current and proposed systems and procedures and presents alternatives to better achieve efficiencies, process quality, and customer service, as required to continually address the ever-changing dynamics of RAIS growth
Supervisory Responsibilities - This job has no supervisory responsibilities.
Competency - To perform the job successfully, an individual should demonstrate the following competencies.
Problem Solving - Identifies problems in a timely manner; Gathers and analyzes information skillfully; assists to develop alternative solutions; Works well in group situations.
Customer Service - Responds promptly to customer needs; Solicits customer feedback to improve service responds to requests for service and assistance in a timely manner.
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret written information.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Adaptability - Adapts to changes in the work environment; Changes approach or method to best fit the situation.
Work Environment - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work environment is typical to an office environment.
Education and/or Experience - Bachelor's degree (B. A.) from four-year college or university; or 2-3 years’ related experience and/or training; or equivalent combination of education and experience. Must have prior knowledge of AMS 360, effective time management skills and the ability to multi task in a fast paced environment.
Knowledge of Commercial and Personal Insurance preferred.
Should you be interested in this wonderful opportunity, please forward your resume to
kathleen.sullivan@renaissanceins.com
Summary
To work within the RAIS UW Operations support unit to effect imaging of various documents for various RIG departments; to assist with back up coverage for the reception desk; and provide processing support to CL carrier reps for policy related documents.
Essential Duties and Responsibilities
Include the following. Other duties may be assigned.
• Scanning / Imaging processes – scan, index, file and save documents for various RIG departments including RAIS, Accounting, C&P, RIA and others as assigned.
• Provide various back up tasks as needed, specifically, covering switchboard / reception desk and various incoming and outgoing mail duties, and others as assigned.
• Process issued policies and endorsements, document activity in agency management system and mail to agents.
• Other duties and special projects as assigned.
Competency:
To perform the job successfully, an individual should demonstrate the following competencies:
Problem Solving - Identifies problems in a timely manner; Gathers and analyzes information skillfully; assists to develop alternative solutions; Works well in group situations.
Customer Service - Responds promptly to customer needs; Solicits customer feedback to improve service responds to requests for service and assistance in a timely manner.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret written information.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Adaptability - Adapts to changes in the work environment; Changes approach or method to best fit the situation.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.
Language Skills:
Ability to read, analyze, and file insurance documents. Ability to effectively present information and respond to questions from managers and RIG staff.
Reasoning Ability:
Ability to define problems collects data, establish facts, and draw valid conclusions. Ability to work within and follow defined authority. Ability to manage time and workload needs.
Education and/or Experience:
Associates degree from college or university; or one to two years’ related experience and/or training; or equivalent combination of education and experience. Must have solid prior knowledge of MS Office (Excel, Word, Outlook), effective time management skills and the ability to multi task in a fast paced environment.
Should you be interested in this position, please forward your resume to
kathleen.sullivan@renaissanceins.com
SUMMARY
Supports designated Renaissance Alliance Account Coordinators and Carrier Representatives by performing organizational, quality control, and policy submission tasks to insure timely, accurate, and efficient delivery of RAIS Marketing and Account Placement member services.
Essential Duties and Responsibilities (others may be assigned)
• Monitors and coordinates designated internal commercial lines marketing and account placement processes in close collaboration with assigned Renaissance Alliance Account Coordinators and Carrier Representatives.
• Assists designated team members in obtaining required commercial lines submission data. Collaborates with Account Coordinators and Carrier Representatives to ensure efficiencies in data collection and appropriate timely follow-up communications with RAIS member agency personnel to meet RAIS submission timeline target dates and accuracy standards.
• Rates and quotes designated submissions within required time frames. Reviews applications prior to rating to confirm adequate information is provided for preliminary “ballpark” and/or final rating as appropriate. Reviews rating for accuracy and completeness prior to delivery to Carrier Representatives/Account Coordinators.
• Monitors receipt of supplemental submissi9on documentation and updates agency data management systems as supplemental information is received. Provides both documented and verbal updates to Carrier Representatives and Account Coordinators, as appropriate, to ensure collaboration and efficiencies throughout the submission process.
• Produces and distributes timely and accurate submission management reports on a scheduled or upon request authorized basis to designated team members, RAIS management and RAIS member agencies as appropriate.
• Continually evaluate administrative submission processes and procedures and contributes suggestions for enhancements and/or adjustments to procedures to improve the delivery of commercial lines marketing and account placement services to RAIS member agencies.
• Provides backup support to other team members as required and consistently strives to improve knowledge and skills related to all commercial lines marketing and account placement processes and procedures.
Supervisory Responsibilities - This job has no supervisory responsibilities.
Competency - To perform the job successfully, an individual should demonstrate the following competencies.
Problem Solving - Identifies problems in a timely manner; Gathers and analyzes information skillfully; assists to develop alternative solutions; Works well in group situations.
Customer Service - Responds promptly to customer needs; Solicits customer feedback to improve service responds to requests for service and assistance in a timely manner.
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret written information.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Adaptability - Adapts to changes in the work environment; Changes approach or method to best fit the situation.
Work Environment - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work environment is typical to an office environment.
Education and/or Experience - Bachelor's degree (B. A.) from four-year college or university; or 2-3 years’ related experience and/or training; or equivalent combination of education and experience. Must have prior knowledge of MS Office (Excel, Word, Outlook), effective time management skills and the ability to multi task in a fast paced environment.
Knowledge of Commercial and Personal Insurance preferred.
Should you be interested in this wonderful oppporutnity, please forward your resume to
kathleen.sullivan@renaissanceins.com
]]>Summary:
Provides accounting and client services assistance and support in the basic areas of accounts receivable, billing, commission processing, and data entry by performing the following functions:
Essential Duties and Responsibilities include the following. Other duties may be assigned.
• Assist in the process of daily cash receipt posting to the general ledger
• Reconcile, research, & request unbilled premiums
• Data entry of premium & related commissions
• Code and prepare documents for electronic imaging and scans them to appropriate imaging file
• Commission Statements
• Accounts Payable
• Accounts Receivable
• Collaborates with staff to meet target dates and deadlines
• Creates and updates related policies and procedures as required
• Provides primary and secondary backup in various tasks for other accounting team members as required
• Assists with related special projects, as required
Competency
To perform the job successfully, and individual should demonstrate the following competencies:
Problem Solving
Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully
Customer Service
Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments
Teamwork
Balances team and individual responsibilities; exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to benefit positive team spirit; puts success of team above own interests; supports everyone’s efforts to succeed
Motivation
Sets and achieves challenging goals; demonstrates persistence and overcomes obstacles; measures self against standard of excellence; takes calculated risks to accomplish goals
Planning & Organization
Prioritizes and plans work activities; uses time efficiently
Professionalism
Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position, takes responsibility for own actions; follows through on commitments
Quality & Quantity
Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality; meets productivity standards; completes work in timely manner; strives to increase productivity
Adaptability
Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit situation; able to deal with change, delays, or unexpected events
Dependability
Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work if necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan
Initiative
Volunteers readily; undertakes self-development activities; seeks increased responsibilities; looks for and takes advantage of opportunities; ask for and offers help when needed.
Education and/or Experience:
1-2 years of Insurance agency and company accounting experience. Associate’s degree (A.A.) or equivalent from two-year College or technical school or one-two years related experience and/or training; or equivalent combination of education and experience.
Computer Skills
To perform this job successfully, and individual would benefit from experience with Microsoft Excel Spreadsheet and Microsoft Word Processing software.
Should you be interested in this position, please forward your resume to kathleen.sullivan@renaissanceins.com
]]>SUMMARY
Provides computer network and desktop administrative services and support, as an integral member of the Renaissance Insurance Group (RIG) Network Team.
ESSENTIAL DUTIES AND RESPONSIBILITIES will include the following. Other duties may be assigned.
- Manages the enterprise wide Active Directory – including user setups; maintenance; group policies.
- Manages and maintains assigned network servers and applications to ensure network uptime goals are met.
- Manages the Sonic Wall high availability firewalls, to ensure a secure network environment.
- Monitors and applies Operating System updates when needed, subject to peer review.
- Troubleshoots LAN and WAN to resolve network and application problems.
- Provides Inhouse User and Insurance Agency technical support.
- Travels to insurance agency locations to provide support onsite when needed.
- Documents all support calls in the help desk tracking system on a timely basis.
- Participates in network and technology planning exercises.
- Provides backup to network team members.
SUPERVISORY RESPONSIBILITIES
N/A
COMPETENCIES
To perform this job successfully, an individual must be able to perform each essential duty sastifactorily. 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.
Technical Skills - Sufficient skills are required in the following technology areas: LAN/WAN Administration; Active Directory; Microsoft Windows Server 2000/2003/NT/NT 4 Terminal Services; Citrix Metaframe/Presentation Server 4.0; Citrix Secure Gateway; Citrix WEB Client; Firewall; Router; VPN; Microsoft Windows XP; Microsoft Office 2003; Microsoft Exchange Server 2003
Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit situation; able to deal with change, delays, or unexpected events
Communication Skills - Strong writing, verbal communication and presentation skills; Ability to communicate effectively with executives, managers, vendors, and in group or team settings; Ability to respond to requests quickly; Ability to compose expressive and compelling documents, reports, and letters utilizing proper grammar, punctuation, and appropriate sales/marketing presentation writing styles.
Customer Service – Excellent customer service skills, Manages difficult or emotional internal or external customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments
Dependability - Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work if necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan
Learning, Growth & Development - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Looks for and takes advantage of opportunities; Asks for and offers help when needed; Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Commits to long hours of work if necessary to reach goals; Measures self against standard of excellence
Process Quality - Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality; meets productivity standards; completes work in timely manner; strives to increase productivity; Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives; Develops realistic action plans; Anticipates potential problems and takes steps to resolve
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback
EDUCATION and/or EXPERIENCE
Bachelor's Degree (B. A.) from a four-year college or university; at least three plus years related experience and training; current Microsoft Certified Professional or equivalent combination of education and experience.
Should you be interested in this wonderful opportunity, please forward your resume to kathleen.sullivan@renaissanceins.com
Essential Duties and Responsibilities (others may be assigned)
Monitors and coordinates internal administrative commercial lines marketing and account placement processes for a group of member agencies in close collaboration with their Renaissance Alliance Account Coordinators.
Reviews new submissions received twice daily to identify and communicate to Commercial Lines Account Coordinators timely information regarding risks that may require priority marketing and placement due account size, specialty market needs, and/or quotation target date requirements.
Assists Account Coordinators in advocating risks for successful placement to RAIS Carrier Representatives and acquiring and delivering new business and remarketed renewal quotations to Alliance member agencies within required timeframes by performing the following tasks:
In the absence of Account Coordinators or upon their request and direction, contacts agents to obtain outstanding submission data or to communicate timely submission status details and/or circumstances to maximize successful placement, pricing, and delivery of quotations.
Monitors receipt of supplemental submission documentation, updates submissions tracking management and document imaging systems, and appropriately communicates updated submissions status to Account Coordinators.
Updates submission tracking report criteria and produces and distributes appropriate status reports to Alliance Operations Management, Account Coordinators, and/or Alliance member agencies as required.
Assumes liaison responsibility between Account Coordinators and internal Marketing and Account Placement team members to promote appropriate collaboration and insure timely and accurate representation and advocacy of risks to potential markets and insurance carriers
Performs quality control review of all submission data for assigned Alliance member agencies prior to regularly scheduled Account Coordinator onsite service visits
Collaborates with appropriate team members to obtain pertinent information of pending submissions and advises and updates Account Coordinators as appropriate to insure delivery of accurate submission status information to member agencies.
]]> Supervisory Responsibilities - This job has no supervisory responsibilities.Competency - To perform the job successfully, an individual should demonstrate the following competencies. Must have prior knowledge of MS Office (Excel, Word, Outlook), effective time management skills and the ability to multi task in a fast paced environment.
Problem Solving - Identifies problems in a timely manner; Gathers and analyzes information skillfully; assists to develop alternative solutions; Works well in group situations.
Customer Service - Responds promptly to customer needs; Solicits customer feedback to improve service responds to requests for service and assistance in a timely manner.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret written information.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Adaptability - Adapts to changes in the work environment; Changes approach or method to best fit the situation.
Education and/or Experience - Bachelor's degree and/or training; 2-3 years of experience or equivalent combination of education and related experience. Knowledge of Commercial and Personal Lines Insurance preferred.
Work Environment - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work environment is typical to an office environment.
Should you be interested in this opportunity, please forward resumes to kathleen.sullivan@renaissanceins.com
Evaluates, analyzes, revises, and develops commercial lines processing systems, policies, and procedures to ensure the delivery of RAIS’ marketing and placement commitments to its agents
Insures required stated commercial lines marketing and placing standards are met including, but not limited to:
Submission to quote turnaround times
o Hit ratios
o Pricing strategies
o Process Quality
o Efficiencies
Mentors and coaches Carrier Representatives to effectively negotiate premiums to ensure quotations represent the best possible price for the most appropriate policy terms and conditions for every risk submitted
Monitors, measures, reviews, analyzes, and generates and presents to management appropriate reports documenting commercial lines marketing and placement Balanced Score Card performance results on a weekly basis. These include, but are not limited to:
o Production standards
o Efficiency and Process Quality standards
o Customer Satisfaction (internal and external) standards
o Process Quality
Develops, monitors, and administers employee recognition and incentive programs to foster and reward exceeds expectations performance and job position expertise at both individual employee and team levels.
Conducts and documents employee performance appraisals and salary reviews within required timeframes.
Develops, communicates, documents, and monitors mutually agreeable professional growth and development paths for all direct reports.
Provides coaching and mentoring to support employees in achieving growth and professional goals and objectives in support of RAIS corporate goals and objectives for the delivery of exceptional commercial lines technical and marketing expertise services and support to its agents.
Maintains effective backup schedules to ensure proper coverage for all service units.
EDUCATION and/or EXPERIENCE
To perform this job successfully, an individual must be able to perform the following competencies. Agency Management system and related software (AMS 360 a plus). Ability to use carrier rating software and other related software. Must have solid prior knowledge of MS Office (Excel, Word, and Outlook), effective time management skills, and the ability to multi-task in a fast paced environment. Should have a good understanding of insurance products and procedures with the ability to build strong agent and carrier relationships. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree (B. A./B.S.) from a four-year college or university or 5 years or more of related experience and training. Agency management experience is helpful.
Deliver the best possible pricing and coverage for each submission in the most appropriate market.
Establish relationships with agent contacts to promote confidence in RAIS marketing strategy, and reinforce our commitment to excellence in customer service.
Work with carrier representatives to mentor, coach and promote aggressive but appropriate marketing tactics.
Produce daily and weekly status reports to efficiently work with each carrier reps to meet target dates consistently.
Bring back feedback from agencies regarding satisfaction levels regarding process and results.
Education and/or Experience - Bachelor's degree (B. A.) from four-year college or university; or one to 3-5 years’ related experience and/or training; or equivalent combination of education and experience.
Language Skills - Ability to read, analyzes, and interprets insurance coverage forms and applications and underwriting manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Reasoning Ability - Ability to define problems collects data, establish facts, and draw valid conclusions. Ability to work within and follow defined authority guidelines and complies with various carriers’ restrictions. Ability to manage time and workload needs.
]]>Responsibilities / Goals
Provide agents producers with a competitive edge in the marketplace by providing product, and industry expertise and support.
Deliver the best possible pricing and coverage for each submission in the most appropriate market and timeframe.
Establish relationships with agent contacts to promote confidence in RAIS marketing strategy, and reinforce our commitment to excellence in customer service.
Work with team members to mentor, coach and promote aggressive but appropriate marketing tactics.
Produce daily and weekly status reports to efficiently work with each underwriter to meet target dates consistently.
Competency - To perform the job successfully, an individual should demonstrate the following competencies. Agency Management system and related software (AMS 360 a plus). Must have solid prior knowledge of MS Office (Excel, Word, Outlook), effective time management skills, and the ability to multi-task in a fast paced environment. Should have in depth knowledge of Commercial and Personal Insurance, as well as, Risk Management and Loss Control strategies.
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Education and/or Experience - Bachelor's degree (B. A.) from four-year college or university; or one to two years’ related experience and/or training; or equivalent combination of education and experience.
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