Position Duties

• Basic data entry in AMS database (i.e. submissions, certificates)
• Basic Proposal formatting (transposing quotes into word document proposals)
• Check/Scan Policies, Order Loss Runs, MVRs
• Assist in renewing all insurance licenses, i.e. Non – resident producer licensing
• Receptionist Duties (i.e. phones, mail, office supply orders)
• Assist Account Manager with various requests

Requirements/Skills

• CA DOI License and at least 5 years of industry experience
• Strong experience with all policy transaction aspects of AMS 360
  • Renewals
  • Endorsements
  • Invoicing
  • Eforms- Applications, ID Cards, and Certificates
• Strong understanding of MS Office products
  • Word – superior skills
  • Excel – superior skills
  • Outlook – superior skills
  • PowerPoint – proficient
• Experience with
  • Scan Snap or similar product
  • Adobe Acrobat
  • Ecerts Online would be a plus, but not mandatory
• Experience working in paperless environment – mandatory

Summary

The Private Client Group/Personal Lines Producer works independently and with referral sources to identify and call upon affluent prospects in need of sophisticated personal insurance products and risk management solutions. In addition to new business generation and account retention, this position will work closely with management to define and implement the overall sales and marketing strategy of this department. This is an outstanding opportunity for an enthusiastic and motivated individual to work within a growing practice group.

Primary Duties and Responsibilities

• Identify prospects for personal insurance products and services from referral sources and existing clients
• Establish and maintain a strong network of referral sources and centers of influence
• Work with management to continually improve our customer service offering through unique value added services
• Provide proactive risk management advice to current clients
• Identify and close potential cross-sell opportunities
• When needed be involved with more complicated claims situations
• Work with support team to resolve client issues

Skills and Abilities

• Excellent organizational skills
• Consistent attention to detail and accuracy in all aspects of work
• Outstanding Oral and written communication skills
• Ability to use technology to manage workflow and communicate effectively
• Excellent documentation
• Demonstrate flexibility in prioritizing meeting deadlines and juggling multiple assignments
• Strong computer skills including, but not limited to, Excel, Word, and Outlook
• Solid proficiency in math for use in Excel required
• Regular and reliable attendance
• Adherence to all personnel policies, procedures and rules contained in the Employee Handbook
• Ability to maintain professional and productive relationships with other staff, working closely with other departments where applicable

Education and Experience

• BS/BA degree in Business, Finance, Marketing preferred or 8 + years of success selling sophisticated personal insurance products and risk management solutions.
• Must demonstrate successful track record of persuading/influencing others within the private client industry ideally in an insurance brokerage or other financial services based organization
• Technical knowledge of personal lines insurance products and the unique needs of Private Client/High Net Worth clientele required
• Excellent communication (written, verbal and presentation), interpersonal, networking, relationship building, problem solving and decision making skills required

Summary

Seeking a proven and competitive Employee Benefits Producer to expand and grow CGIS’ EB business by producing and managing a book of EB clients in the 50-5,000+ lives sector.  Responsible for developing strong business relationships and closing business to ensure the growth and integrity of CGIS’ EB client base.

Duties and Responsibilities

• Maintain and grow knowledge base in the areas of insurance and non-insurance products related to EB/HR, and individual sales abilities/skills
• Develop cross sell opportunities with Commercial Producers
• Strong visibility within the HR and benefits community.
• Knowledge of self-funding desired
• Knowledge of ancillary markets
• Attend industry specific seminars, workshops, and other networking events to develop contacts and relationships which may lead to niche market opportunities.
• Achieve renewal business goals as agreed upon by the individual and the Director of Sales through management of the renewal process and ongoing client service.
• Educate client regarding current coverage.
• Assist with external educational materials, for clients and centers of influence. This may include creating articles, presentations, seminar material, white papers, etc.
• Review and deliver summary, proposals and
• Demonstrate ability to identify and overcome sales obstacles on a prospect-specific basis.
• Ability to handle multi-state CA based firm healthcare plans
• Clear and concise Open enrollment meetings Complete and accurate New Business submissions

Education & Experience

• Must have the verbal, quantitative and interpersonal skills normally acquired through the completion of a Bachelor’s degree, preferably in business administration with finance concentration.
• Must have a comprehensive and up-to-date knowledge of the EB insurance marketplace and a broad understanding of EB/HR products.
• Must hold appropriate and valid insurance licenses

Position Duties

• Receptionist Duties (i.e. phones, mail, office supply orders)
• Basic data entry in AMS database (i.e. submissions, certificates)
• Assist Account Manager with various requests
• Check Policies, Order Loss Runs, MVRs
• Assist in renewing all insurance licenses, i.e. Non – resident producer licensing

Requirements/Skills

• CA DOI License and at least 2 years of industry experience
• Strong experience with all policy servicing aspects of AMS 360
• Strong understanding of MS Office products
  • Word,
  • Outlook,
  • Excel
  • PowerPoint
• Experience with
  • Scan Snap or similar product
  • Adobe Acrobat
  • Ecerts Online
• Prior work in paperless environment a plus

Job Description

CGIS is seeking talented Commercial Lines Producers with a proven track record of success developing new Commercial accounts and providing exceptional service to maintain retention of existing accounts.

Essential Duties and Responsibilities

• Develop new business to achieve sales goals as agreed upon by the Producer and the Director of Sales.
• Research prospective clients to assess exposure by evaluating financials, operations, industry challenges and other determinative factors.
• Become proficient at assessing viability of new business opportunities, through investigation of their current broker relationship, services received through their current broker, coverage sufficiency and any value-added services we may be able to provide.
• Attend industry specific seminars, workshops, and other networking events to develop contacts and relationships which may lead to niche market opportunities.
• Negotiate price and key coverage features with underwriter on behalf of the client.
• Create and present renewal proposal to client, including coverage offers for exposures not currently
• Act as the point of contact between the underwriter and the client, coordinate underwriter meetings to ensure all underwriter requirements are fulfilled and concerns addressed.
• Assist client with claims advocacy as
• Develop strong relationships with client senior management and insurance carriers.
• Assist with account rounding and developing educational and sales tools within the Commercial Department.
• Assist with external educational materials, for clients and centers of influence. This may include creating articles, presentations, seminar material, white papers, etc.
• Manage/collect receivables in conjunction with Client Associate/
• Review and deliver summary, proposals and
• Complete and/or Update EAW’s annually on all accounts (Exposure Analysis Worksheets).
• Coordinate delivery of binders and invoices.
• Coordinate coverage placement through instructions provided to Marketing and Client Administrator, review and deliver binders, invoices, etc.
• Manage expiration lists.

Education & Experience

• Must have the verbal, quantitative and interpersonal skills normally acquired through the completion of a Bachelor’s degree, preferably in business administration with finance concentration.
• Must have a comprehensive and up-to-date knowledge of the Commercial insurance marketplace and a broad understanding of property and liability insurance products.
• Obtain and maintain a valid unrestricted Property & Casualty Solicitor’s License for the State of California, a valid California driver’s license and a dependable
• Proficient in the use of MS Office software (Outlook, Word and Excel) and the Internet.

Work Environment & Physical Demands

• 15% – 30% travel may be required. Trips ranging from one day to one week, both in and out of state.
• Extended work hours (10 – 12 hrs/day) required on occasion due to attending and participating at networking and industry functions that begin well before the workday and may extend well into the evening.

Major Responsibilities

• • CA DOI License and at least 2 years of industry experience
  • Strong experience with all policy servicing aspects of AMS 360
  • Strong understanding of MS Office products
    • Word,
    • Outlook,
    • Excel
    • PowerPoint
  • Experience with
    • Scan Snap or similar product
    • Adobe Acrobat
    • Ecerts Online
  • Prior work in paperless environment a plus

Education/Experience

• Receptionist Duties (i.e. phones, mail, office supply orders)
• Basic data entry in AMS database (i.e. submissions, certificates)
• Assist Account Manager with various requests
• Check Policies, Order Loss Runs, MVRs
• Assist in renewing all insurance licenses, i.e. Non – resident producer licensing

Job Description

Provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. Support company growth by working with producers, management, and other personnel on special projects or duties as directed.

Major Responsibilities

• Primarily responsible for middle market commercial lines accounts.
• Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
• Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals.
• Prepare all change requests and review audits and policies for accuracy.
• Setup and prepare new account files in AMS360 per agency procedures.
• Invoice all agency bill transactions within 48 hours and collect premiums accordingly.
• Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to carrier audit guidelines and timeframe.
• Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies.
• Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures.
• Respond to all carrier memos and process any necessary updates.
• Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders.
• Review policies and related documents for accuracy and deliver policies to insureds as needed.
• Work with producers to evaluate exposure, negotiate and interpret coverage, review with clients as needed.
• Evaluate and recommend additional coverage based on client needs. Quote/propose as appropriate.
• Keep producers fully informed of all important activities on their accounts.
• Review monthly reports- Aged Receivable, renewal/expirations, and Suspense reports in a timely manner.

Performance Expectations

• Service Company and clients in a manner to avoid potential exposure to E&O claims.
• Alert management of incidents that may require management assistance or approval.
• Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.
• Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.
• Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360.
• Utilize AMS360 suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
• Prioritize workload and request assistance as necessary to reduce backlog.
• Participate with management and other departments/personnel on special projects and other duties as needed.
• Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.
• Participate in seminars and classes for skill and knowledge development.

Minimum Qualifications/Requirements

• Education requirement: High school diploma or equivalent is required, college degree preferred.
• Active DOI P&C License required.
• Professional designation is a plus.
• Knowledge of AMS360 system or similar agency management system.
• Good listening skills, attention to detail, and a positive attitude are essential.