About the Role

Verkada is building a world class sales organization and is seeking motivated, results-driven Sales professionals to join our Northeast Team. This team plays an essential role in generating new business within mid-sized companies across various corporate sectors such as Technology, Finance, Healthcare, Retail, Manufacturing, Professional Services, and others across the Northeastern United States.

We are committed to a thriving in-office culture. This role requires that you be at our office in Downtown St. Petersburg, 5 days a week. Relocation support offered as needed.

What You'll Do

• Source and close new business to consistently meet or exceed quarterly sales quotas
• Build an intimate understanding of Verkada products and their place in the industry
• Manage the full sales cycle: Prospect for new customers, host online demos, create proposals, and close deals
• Maintain accurate pipeline management with expert-level forecasting 
• Aggressively exceed goals consisting of outbound phone calls, emails, online demos, and trials every quarter
• Act as a trusted advisor and subject matter expert to customers and channel partners
• Work closely with Channel Partners & Technical Support to ensure smooth launches and fuel future product growth
• Provide market/client feedback to Verkada’s product/engineering team

What You Bring

• At least 2+ years of sales experience in a quota-carrying capacity 
• Highly effective communication skills, with ability to build rapport, nurture relationships, and strong presentation skills
• Thrive in a dynamic, competitive,  and fast-paced startup environment
• Bachelors degree preferred but not required 
• Experience in Salesforce is a plus 
• Tenacity, drive to learn, and self-motivated

US Employee Benefits

About the Role

Verkada is excited to announce our Account Executive Development Program, “Verkademy”! As an Associate Account Executive, you’ll be a part of the fastest growing company in Silicon Valley/SF with a short promotion path into a closing role! Ideal candidates should be passionate, high energy and a self-starter with the ability to adapt in a fast-paced sales organization.

About Verkademy

What You'll Do

ESSENTIAL JOB RESPONSIBILITIES: include but are not limited to:
•    Supports and demonstrates IMA’s core values.
•    Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
•    Test, diagnose and resolve end user desktop/hardware, operating system, and application problems. This includes identifying and resolving desktop application interdependencies and/or conflicts.
•    Setup and maintain user accounts, maintaining computer and hardware inventory, providing meeting room A/V support.
•    Act as the single point of contact for end customer issue resolution throughout the lifecycle of an incident. Escalate an incident to IT subject matter experts and track resolution to required service level.
•    Configure and deploy end user hardware, including laptops, desktops, telephones, and mobile devices.
•    Support the use and functionality of Microsoft Office 365 applications.
•    Manage end user support requests as assigned in the Help Desk ticketing system.
•    Serve as an escalation point for the IT Helpdesk.
•    Assist with support readiness on Technology projects.
•    Acquire and develop Subject Matter Expertise in Microsoft Office, workstations, audio/visual technologies, printing and other technologies, as directed by IT Leadership

REQUIRED EXPERIENCE AND SKILLS: include but are not limited to:

• 2–3 years of hands-on experience operating within an ITIL-aligned IT service management
• Excellent oral, presentation, analytical and written communication skills
• Exceptional focus on customer service
• Ability to work as a member of a highly collaborative
• Some travel is required 
• Associate degree preferred
• 4-5 years’ equivalent work experience in computer technology-related fields, required
• CompTIA A+ Certification or demonstrated equivalent work experience or certification required.
• CompTIA Network+ Certification or demonstrated equivalent work experience or certification preferred.
• 4-5 years’ current Microsoft desktop operating system, mail client and applications experience, required.
• 4-5 years’ experience and demonstrated success in a service desk, or help desk, environment, required.
• 4-5 years’ user account creation and administration experience required.
• 4-5 years’ experience working in service desk roles, required

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.   

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.    

The Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients. The Wealth Advisor serves as the firm’s primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. In this critically important role, you will manage client relationships, provide sound financial planning advice and counsel, and work closely with all members of the Waverly team to exceed client expectations. You will be expected to help grow Waverly’s business through the efficient use of your time with clients, prospective clients, centers of influence and community involvement, making an invaluable contribution to our firm.  

A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency, flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities. 

Wealth Advisor Responsibilities: 

• Builds a strong understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations. 

• Develop and manage existing client relationships, including ongoing client contact and communications. 

• Actively participate in the development of new business and networking opportunities. 

• Implement financial plans for clients including coordination of estate, insurance and tax strategies.  

• Work with the firm’s investment team to incorporate clients’ investment strategies with their planning objectives.   

• Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources.  

• Communicates to Waverly Client Service Associates and Investment Analysts to perform actions related to client accounts, money movements, and trading, including utilization of Waverly’s CRM to input related tasks.  

• Monitors clients’ asset allocations, rebalancing of portfolios, and trade recommendations by working with our internal trading team.  

• Adheres to Waverly policies to maintain compliance with SEC regulations. 

Travel:  

• Periodic travel to client meetings or events, occasionally out-of-state.  

Required Qualifications and Skills:  

• Minimum 5-7 years’ experience in financial services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities. 

• Ability to work in-office 4-5 days a week for the first 2 years of employment.  

• A self-motivated, highly driven and entrepreneurial personality.  

• Proven ability to network with prospective clients and centers of influence. 

• Possess active listening and critical thinking skills.  

• Demonstrate a client-first attitude.  

• Act as a team player, with strong coaching and leadership skills.  

• Desire to work successfully in an intimate, fast-growing, entrepreneurial organization. 

• Bachelor’s Degree from an accredited college or university.  

• CFP designation strongly preferred. 

• Series 65, CFP, or CFA required. 

Physical Requirements:  

• Prolonged periods of sitting or standing at a desk and working on a computer. 

• Must be able to access and navigate each department at the organization’s facilities. 

Benefits:   

• Comprehensive Health, Dental, and Vision coverage to support your overall well‑being.  

• 401(k) retirement plan with match and profit sharing to help you invest in your future.  

• Twelve paid holidays each year.  

• An extra vacation day during your birthday week—so you can celebrate you!  

• Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.    

• Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.   

• Compensation commensurate with experience.  

Legal:   

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.  

About Rewards Network

For 41 years, Rewards Network has been helping restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial, marketing services, and premier dining rewards programs. By offering unique card-linked offers, we introduce diners to fantastic restaurant experiences, leveraging advanced technology and data analytics to deliver value to restaurants, diners, and our strategic partners' loyalty programs.

Our Culture 

At Rewards Network, you'll be part of a driven and diverse team that excels in collaboration, issue resolution, and taking ownership of both personal growth and the company's success. We take pride in partnering with the world's most powerful loyalty programs to drive full-price paying customers to local restaurants through marketing services and flexible funding options. Our engaging and rewarding environment is designed to help you gain your full potential.

Job Overview

As an outside Account Executive, you will drive the company’s growth while building your career and earning lasting rewards. We need your sales expertise and drive to help us grow local restaurants in your territory.

Join our Team.

This is a field sales opportunity within the St. Petersburg, FL territory. Candidates MUST live locally to this area.

Responsibilities

• Prospect and acquire new customers through cold calling, door-to-door sales (25+ daily), and additional outreach to meet and exceed sales quotas. 
• Develop and grow a robust pipeline, scheduling in-person meetings with decision-makers and advancing sales through the process. 
• Build lasting relationships with new leads and existing customers, ensuring high engagement and awareness of new product offerings. 
• Meet and exceed weekly and monthly sales goals, including cold calls, in-person meetings, presentations, and closing deals. 
• Collaborate with internal teams, such as account managers and revenue operations, to ensure both individual and company-wide goals are met. 
• Maintain comprehensive sales records and follow-up activity in our CRM system (Salesforce). 

Qualifications

• 4+ years of proven success in outside sales, preferably with experience with high volume sales in financial services, marketing, restaurant or related industry. 
• Prospector mentality with a persistent, self-motivated approach to new business development in a field sales environment. 
• Strong financial acumen, with the aptitude to confidently discuss fees, acceptance, and financials with customers. 
• Excellent communication, both verbal and written, with the aptitude to present to prospective customers and influence meetings. 
• Experience using CRM systems, ideally Salesforce, and familiarity with MS Office/Outlook. 
• High school diploma or equivalent.  

What you’ll love about us

• Competitive base salary and uncapped monthly commissions
• Auto allowance and eligibility for additional prizes, including our annual President’s Club trip. 
• Sales Academy: In-depth training to help you build confidence and a thorough understanding of our products.

Comprehensive benefits including: 

• Generous dining reimbursement when you dine with our restaurant customers.  
• Promotion opportunities based on defined metrics and career path to Management. 
• Competitive Time Off Benefits: including flexible PTO, 11 company holidays, and parental leave.
• 401(k) plan with a company match
• Two medical plan options- Standard PPO or High Deductible Health Plan (HSA with company match for HDHP participants)
• Partnership with Rx n Go, offering certain prescriptions for free.
• Two dental plan options and a vision plan
• Flexible Spending Accounts and a pre-tax commuter benefit program
• Accident, Critical Illness, and Hospital Indemnity Insurance Plans
• Short Term and Long-Term disability  
• Company-paid life insurance and AD&D insurance, supplemental employee, spouse, and child life insurance
• Employee Life Assistance Program 

 Rewards Network is an Equal Opportunity Employer (EOE). We encourage and strongly support workplace diversity. 

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Interacts professionally and timely with internal and external clients via email, phone and in-person
• Financial Strategy
• Leads complex technical work and strategic financial consulting regarding employee benefit plans
• Communicates technical analysis to clients regarding cost projections, savings opportunities, and proper risk management
• Drives local process improvements and supports innovation
• Marketing/RFPs
• Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction
• Collects, manages, and reviews proposals on self-funded TPA and stop loss marketing events
• Updates marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation
• Renewals
• Initiates review of fully insured medical, and self-funded TPA and stop loss renewals, including plans, cost, contributions and contract terms
• Leads recommendations to client regarding renewal analysis
• Utilizes actuarial models to assess changes to risk and plan structure
• Partnership & Negotiation
• Negotiates with carriers based on client’s targeted goals
• Maintains ongoing relationships with carrier and vendor partners
• Underwriting & Analysis
• Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis
• Provides and communicates underwriting cost projections for self-funded medical/Rx, dental, and vision products.
• Develops and communicates self-funded IBNP analysis to client
• Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals
• Reporting
• With minimal guidance, analyzes data for inconsistencies and trends
• Provides a written and oral summary of findings to Client Executive, and directs strategic considerations for managing cost
• Builds and customizes reports to fit client needs
• Presentation
• Prepares client presentations and presents in front of client with as part of team with Client Executive, Client Manager, and various subject matter experts.
• Training & Mentorship
• Provides mentorship to analysts and performs technical review of work
• Serves as a subject matter expert for specific financial strategy functions, and leads local process improvements
• Serves as experienced peer reviewer, ensuring standards of practice and work quality standards are met

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 6+ years of similar or related experience
• Prefer college graduate, 4-year degree or equivalent experience
• Proficiency with MS Office Suites
• Attains Life and Health license & maintains through continuing education requirements
• Limited travel required (less than 25%)
• Understands concepts of underwriting and actuarial computations
• Analyzes and interprets data
• Effectively manages multiple projects while meeting timelines
• Ability to be firm and persuasive when needed, while maintaining good relationships
• Handles confidential information with tact and discretion

#LI-JS1

POSITION SUMMARY: The Employee Benefits Client Executive is responsible for delivering high-quality and efficient service to both internal and external clients through day-to-day account management of an assigned group of accounts. Builds and solidifies relationships with existing clients by providing exceptional ongoing service. In partnership with the Production Team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner:

JOB DUTIES:

• Strategic Planning and Consultation
  • Lead both long-term and short-term strategic consultation and planning efforts for client benefit programs.
  • Ensure programs and plan design are aligned with all applicable regulatory requirements.
  • Utilize intermediate knowledge of underwriting practices to analyze claims data and provide applied explanations to the client and internal team.

• Renewal and Coverage Management
  • Plan and direct the renewal process for all lines of coverage, including negotiating rate renewals and recommending carrier changes or alternative funding arrangements.
  • Direct and oversee the service teams' work assignments related to project management, claims escalation and resolution.
  • Collaborate with a Client Service Associate to verify the accuracy of presentation spreadsheets by comparing carrier proposals and assist in assembling formal proposals for clients.

• Relationship Development and Management
  • Develop strong carrier and vendor relationships to support and lead negotiation and advocacy during client coverage placement and renewal process, utilizing department peers and/or leadership as necessary
  • Coordinate with internal subject matter experts and leadership to identify current and emerging markets and products, delivering solutions aligned with clients' goals through ongoing commitment to ongoing learning and development.

• Client Communication and Education
  • Develop and deliver client communications, including presentations at client meetings, to inform and educate on benefits legislation, compliance, industry trends, and new products.
  • Field telephone inquiries as needed from both clients and their employees about their current coverage and insurance contracts, as well as general questions about insurance or benefits and regulations pertaining to insurance and benefits such as COBRA, HIPAA, and S125.
  • Make routine service calls to the client's workplace as needed within their team structure to address service issues and proactively demonstrate our high level of commitment to superior service.

• Reporting and Enrollment Management
  • Complete annual Stewardship Reports and quarterly Claims Utilization Reviews.
  • Provide technological support and conduct annual open enrollment meetings, including employee presentations.
  • Plan annual client enrollments, including the development of enrollment strategies and educational materials to help employees understand and effectively utilize their benefits.

• Process Management and Documentation
  • Adhere to established departmental and agency procedures by tracking activities, client history, communications, and accurately documenting all information within the agency system.
  • Maintain knowledge of and comply with Agency guidelines, policies, and procedures.

• Professional Development and Compliance

• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.

• Accept and apply coaching from supervisors and managers in alignment with the Agency's policies and procedures.

• Workplace Standards

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED 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.

• Florida 2-15 Life & Health License Required
• Bachelor’s degree, and 5 to 7 years relevant agency experience or equivalent combination of education and experience
• Demonstrates above average business acumen related to strategy execution, interdependencies, and decision consequences
• Demonstrates positive mindset and ability to optimize performance through collaboration
• Demonstrates consistent ability to adapt in stressful situations and develop strategies for improvements in organizational effectiveness
• Demonstrates advanced skills with MS Office Suite
• Demonstrates strong ability and commitment to excellence in communication, both written and oral, through active listening, information sharing, and a focus on solutions

#LI-RH1

POSITION SUMMARY:

The ideal candidate will be extremely customer service oriented and will represent the agency with the highest ethical standards with a minimum of 5 to 7 years of industry experience. The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must be able to work independently in this position.

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
• Manage a Book of Business.
• Collaborate with producer to develop an insurance program that will adequately respond to the client’s total risk management needs.
• Assist Producer in servicing and remarketing existing accounts for commercial lines.
• Keep producer informed regarding client issues.
• Visit clients outside the office with the producer if needed.
• Coordinate expirations with producer to obtain renewal information. Maintain expiration control log.
• Act as a liaison between client and carrier by collecting detailed risk and underwriting information, including loss history, from client and communicating the information to the carrier.
• Work closely with company underwriters in negotiating sales and service related items on behalf of the client.
• Develop and maintain professional relationships with company representatives and underwriters.
• Cross-sell and round out existing accounts within assigned Book of Business.
• Determine premiums, prepare proposals for clients.
• Prepare coverage comparisons as needed.
• Issue binders, extensions and certificates as needed with assistance from CSR.
• Maintain all underwriting, marketing, applications, and other information essential for documentation purposes.
• Review incoming mail, route appropriate items to CSR for processing and prioritize daily workflow.
• Check new and renewal policies for accuracy in rating, typing, coverage, signatures. Ensure that these items are delivered and/or mailed to client.
• Process transactions to generate billing invoices and prepare premium finance contracts with assistance from CSR.
• Receive phone calls from clients and companies regarding insurance matters or administrative issues, and comply with the request.
• Search company records to obtain information requested by customer.
• Analyze policy transactions and correct company records to adjust errors.
• Interpret policy provisions to determine methods of effecting desired changes, type of insurance, or change in method of payment.
• Maintain paper and electronic activity system and documentation to follow up on outstanding orders, correspondence, reports, and follow up on overdue and activity items.
• Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
• Actively pursue referral opportunities to other departments.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED 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.

• Florida 2-20 License Required
• Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and/or training; or equivalent combination of education and experience required.
• Experience working with multiple insurance carriers and varied policy forms and coverages.
• Knowledge of Applied "EPIC" Agency Management System beneficial
• Proficient with Microsoft Word & Excel
• Strong written & oral communication skills
• Organizational & time management skills
• Dependable and Team Player

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; talk or hear and taste or smell. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT:

This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

#LI-RH1

POSITION SUMMARY:

The ideal candidate will be extremely customer service oriented and will represent the agency with the highest ethical standards with a minimum of 2 to 3 years of industry experience. The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must be able to work independently in this position.

JOB DUTIES: Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
• Process incoming mail in your electronic inbox.
• Assist with issuing binders, extensions, certificates, auto identification cards, and other proofs of coverage.
• Process endorsement requests and endorsements and send follow up requests to carriers.
• Input transactions in billing system to generate invoices.
• Process confirmed cancellations and audits as well as reinstatements.
• Input and update Acord applications in system as directed.
• Assist with policy rating and process changes on carrier websites.
• Retrieve and process documents from carrier websites.
• Check carrier communication logs and process as needed.
• Checks policies for accuracy in rating and typing and assure they are issued as requested and conform to application and proposal.
• Prepare policy books for large clients.
• Handle routine correspondence between carriers, agency, and insureds.
• Input and follow up on system activities as directed.
• Assist with data entry projects.
• Provide customers service to clients as directed and fill-in for Client Service Manager as needed.
• Seek advice from Client Service Manager when problems arise on accounts.
• Perform special projects at the Client Service Manager's request.
• Be available to assist services department with phones and mail if needed.
• Assist in the training and growth of newer and less experienced team members.
• Actively pursue referral opportunities to other departments.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.
• Be familiar with and follow Agency guidelines, policies and procedures. 

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED 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.

• Florida 4-40 or 2-20 License Required
• High school diploma or general education degree (GED); or 2 to 3 years related experience and/or training; or equivalent combination of education and experience
• Experience dealing with multiple insurance carriers
• Knowledge of Applied "EPIC" Agency Management System beneficial
• Proficient with Microsoft Word & Excel
• Strong written & oral communication skills
• Organizational & time management skills
• Dependable
• Team Player

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands and fingers. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

#LI-RH1

POSITION SUMMARY:

Shared Services is a program that focuses on preparing associates for a servicing career in the insurance industry. The associate is hired for the role that they will eventually assume upon graduation after completing the following:

• Obtaining the appropriate insurance license within 60 days of hire
• Training within Shared Services and the designated department
• Demonstrating mastery of task and industry knowledge throughout the program
• A capstone project that showcases their knowledge gained throughout their time in the department and the program itself

The end goal of SST is to promote associates into a servicing position where they will be prepared and successful – and already have a head start on their continued growth within the industry. The successful graduates will be responsible for supporting their advisors/producers in a client service role by managing a book of business as assigned, consistently providing excellent customer service techniques, and demonstrating soft skills taught during the duration of the program.

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations;
• Become familiar with Agency guidelines, policies and procedures;
• Accept coaching from supervisors and managers, in compliance with the Agency’s policies and procedures;
• Create and maintain commercial and personal lines client accounts through EPIC (client/account management system);
• Implement policy change requests and endorsements;
• Order Loss Runs;
• Assist with creating and preparing insurance proposals;
• Learn the elements of a Certificate of Insurance (COI) and prepare COIs for distribution in all different types of coverage on personal and commercial accounts. Communicate with entities requesting COIs;
• Import client employee information (Employee Benefits);
• Assist with coordination and preparation of seminars and various client events throughout the year;
• Assist with Business Development and Marketing Research;
• Assist with quoting and account rounding projects;
• Maintenance and client setup on risk management and benefits software;
• Participate as a member of CAT (Catastrophic) Team;
• Perform other client service administrative tasks with increasing complexity;
• Attend and participate in various online and in-person seminars to increase knowledge of technical and soft skills;
• Work with our various value-added software we provide to our clients;
• Answer phone calls from clients and companies, and route them to the appropriate contact;
• Participate in various auditing projects for quality assurance purposes;
• Printing various proposals, open enrollment booklets, and other items for clients;
• Data entry projects within our client management system, EPIC;

And much more! This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned.

REQUIRED QUALIFICATIONS:

• Florida 4-40, 2-15, or 2-20 License within 60 days of hire.
• High School degree; bachelor's degree preferred, but not required.
• Strong desire to learn and grow as an insurance professional.
• Minimum of 6 months of prior employment.
• Ability to maintain strict confidentiality.
• Proficient with Microsoft Word, and Outlook.
• Intermediate knowledge of Excel required.

COMPETENCIES:

• Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Respond to requests for service and assistance; Meets commitments.
• Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; 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; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
• Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
• Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
• Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
• Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
• Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.
• Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when 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; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

#LI-RH1

POSITION SUMMARY:

The Employee Benefits Client Service Manager is responsible for delivering high quality and efficient service to both internal and external clients through day-to day account management of an assigned group of accounts. The Client Service Manager contributes to key business outcomes such as client retention, client satisfaction, enhancing W3’s value to our clients and prospects and fostering a culture of performance and continuous improvement. Builds and solidifies relationships with existing clients by providing exceptional ongoing service. In partnership with the Production Team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner:

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept direction and coaching from team lead and manager, in compliance with the Agency's policies and procedures.
• Proactively demonstrate our high level of commitment to superior customer service, including claims resolution, to group clients and their employees by telephone (preferably) and E-mail on all group insurance products sold by W3.
• Provide ongoing support to clients in person including on-site visits to clients, as needed.
• Initiate pre-renewal meetings to determine client's needs for renewal within the specified department timeline. Coordinate with assigned producer.
• Partner with producer to assist and coordinate new client presentations and renewals.
• Work with marketing specialist to prepare groups’ request for proposal (RFP).
• Follow up on RFP with marketing specialist and/or carriers to make sure that proposals are received on timely basis.
• Analyze numerous carrier proposals, select benefits and rates from each carrier proposal, ensuring regulatory compliance. Choose appropriate options for client presentation.
• Review for accuracy the final renewal marketing presentation spreadsheets comparing carrier proposals, as needed. 
• Coordinate and conduct employee meetings.
• Act as a liaison between client and carrier to complete all necessary renewal or new business paperwork.
• Record transactions and document as required in EPIC.
• Finalize new carrier contracts and policies.
• Maintain and update knowledge on relevant compliance requirements for benefit-related regulations (i.e. ACA, ADA, FMLA, COBRA, FSA, etc.).
• Advise clients and their employees with issues pertaining to benefit-related federal and/or state compliance.
• Independently manage and renew insurance contracts for small house non-VIP tier accounts, as assigned.
• Learn and become proficient with benefits administration software supporting W3 clients.
• Assist with the implementation of employee benefits administration software for W3 clients.
• Build and maintain a positive, trusted relationship with each member of our clients’ HR team.
• Responsible for completing a network provider search and comparing carrier networks for our clients.
• Actively pursue referral opportunities to other departments.
• Maintain electronic (EPIC) and/or paper files in an orderly, up-to-date manner.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend company sponsored and online classes as necessary.
• Be familiar with and follow Agency guidelines, policies and procedures.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED 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.

• Florida 2-15 Life & Health License Required
• Bachelor’s degree, and 3 to 5 years relevant agency experience or equivalent combination of education and experience
• Knowledge of Applied "EPIC" Agency Management System, preferred
• Proficient with Microsoft Office Suite
• Excellent communication skills

COMPETENCIES:

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.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; 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; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.

Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when 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; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

#LI-RH1

The National Healthcare Practice Leader is responsible for advancing IMA’s national presence, growth, and expertise across the healthcare industry. This leader brings deep technical knowledge of healthcare risk, sophisticated carrier relationships, and a strategic mindset oriented around complex healthcare delivery models and regulatory environments. They serve as a highly visible resource across geographies.

Essential Responsibilities:

Growth, Production & Market Impact

• Drive national new business growth within hospitals, physician groups, senior living, behavioral health, healthcare staffing, managed care organizations, and other care‑delivery sectors.
• Actively support producers on complex healthcare opportunities, including underwriting strategy, program structure, clinical risk insights, and differentiating IMA in competitive RFP environments.
• Provide direct involvement on high‑value pursuits, including large health systems, multi‑state operators, and organizations with sophisticated risk financing needs.
• Participate in internal business reviews, prospect meetings, and client presentations, representing IMA’s national healthcare expertise.
• Bring forward timely insights on healthcare industry trends—such as consolidation, regulatory changes, professional liability climate, staffing challenges, and reimbursement pressures—and apply them to client strategy.

Healthcare Specialty Strategy & National Alignment

• Develop and execute the national strategic plan for the Healthcare & Social Services Practice, ensuring alignment with IMA’s enterprise goals.
• Align service standards, technical expectations, and client delivery models across all IMA markets to ensure consistency for healthcare clients nationwide.
• Identify emerging risks (e.g., cyber, EPL, medical professional liability, managed‑care E&O, regulatory fines/penalties) and build practice capabilities to address them.
• Represent IMA in healthcare associations, national groups, and specialty forums involving hospital leadership, senior living executives, physician enterprise leaders, and nonprofit providers.

Carrier and Market Relationships

• Build and maintain deep relationships with healthcare‑specialized carriers—particularly medical professional liability carriers, alternative risk partners, programs/MGUs, and managed‑care insurers.
• Lead national carrier strategy for healthcare placements, program design, alternative risk financing, and market‑facing positioning.
• Collaborate with key carrier partners to develop innovative solutions in response to industry shifts such as staffing shortages, litigation trends, senior living acuity levels, or physician practice consolidation.
• Facilitate carrier engagement to bring new programs, benchmarking data, and thought leadership to IMA’s clients and internal teams.

Talent Development & Team Leadership

• Mentor and develop healthcare‑specialized talent across production, account management, analytics, and claims—ensuring deep vertical expertise throughout the practice.
• Oversee healthcare‑specific training programs, including MPL fundamentals, loss‑sensitive program structures, captive and RRG strategies, regulatory compliance exposures, and post‑acute risk trends.
• Partner with Market Presidents on specialty‑focused hiring, promotions, and team alignment.
• Build a sustainable national bench of healthcare experts and maintain a succession plan for healthcare leadership roles.

Collaboration & Internal Integration

• Coordinate closely with Market Presidents, Commercial Lines Leaders, producers, claims teams, and analytics resources to ensure seamless delivery for healthcare clients
• Lead national healthcare practice calls and cross‑market collaboration, uniting healthcare experts across IMA’s footprint.
• Promote knowledge sharing, including emerging case law, medical professional trends, carrier appetite changes, and risk‑management best practices.
• Partner with Marketing to elevate IMA’s brand in the healthcare space through conferences, association involvement, and thought leadership.
• Identify and support M&A opportunities that expand IMA’s healthcare capabilities or geographic reach.

Required Experience & Skills

• Extensive healthcare‑related brokerage, underwriting, or risk‑management experience, with deep technical mastery of healthcare exposures.
• Strong knowledge across key healthcare verticals such as hospitals, senior living, behavioral health, physician groups, ambulatory surgery centers, managed care organizations, and social services.
• Demonstrated excellence in developing and maintaining senior‑level relationships with healthcare executives, carrier leaders, and strategic partners.
• Proven ability to lead national pursuits, design complex insurance programs, and support sales initiatives.
• Experience managing or advising on large healthcare books of business, including loss‑sensitive and alternative risk structures.

#LI-JS1

POSITION SUMMARY:

This position's primary duty is personal lines sales.  The ideal candidate will be motivated and extremely customer service oriented and will represent the agency with the highest ethical standards.  The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must desire compensation consistent with contribution and be able to work independently in this position.

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.

• Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
• Establish new client relationships through prospecting, networking events, realtors, mortgage brokers, social media, friends and family to grow sales and increase earnings.
• Build relationships with Spheres of Influence and clients to build trust and earn name specific referrals for new business opportunities.
• Develop leads to quote and sell personal insurance policies face to face and over the phone: Auto, Life, Home, Renters, Condo, Umbrella, and additional personal lines.
• Help protect new and existing customers by offering agency products to meet their insurance needs.

• Round out existing accounts within assigned book of business.
• Contribute to marketing campaigns that target new business sales.
• Survey prospect clients to determine insurance needs, provide quotes and make sales appointments.
• Collect detailed risk and underwriting information including loss history. 
• Maintain insurance expiration log.
• Work with underwriters to negotiate sales on behalf of clients.
• Develop and maintain professional relationships with carrier representatives.
• Prepare coverage comparisons and present and explain proposals to clients.
• Maintain up-to-date account information essential for documentation purposes.
• Check policies for accuracy.
• Process transactions to generate billing invoices and prepare premium finance contracts. 
• Respond to requests from clients and companies regarding insurance, claims, or administrative problems, as applicable.
• Maintain electronic activity system and documentation to follow up on outstanding items.
• Keep informed of industry developments.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED 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.

• Florida 2-20 License Required
• High school diploma or 2 to 3 years related experience and/or training; or equivalent combination of education and experience
• Experience dealing with multiple insurance carriers
• Knowledge of Applied "EPIC" Agency Management System, preferred
• Proficient with Microsoft Outlook, Excel, and Word
• Strong written & oral communication skills
• Organizational & time management skills

COMPETENCIES:

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.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; 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; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.

Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan.

Initiative - 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.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; talk or hear and taste or smell. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

OTHER QUALIFICATIONS:  Regular travel is required.  

REPORTS TO:  Personal Insurance Manager

POSITION TYPE:  Exempt

OTHER:  The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. W3 does not sponsor individuals for employment-based visas for this position.

GREAT REASONS TO WORK AT WALLACE WELCH & WILLINGHAM:

• Competitive compensation plan;
• Great benefits including medical, dental, vision, life & disability;
• Paid Time Off;
• Paid Holidays;
• 401(k) with employer match;
• Paid Continuing Education;
• A culture that emphasizes respect for every individual;
• Proud to be a EOE/DFWP/SFWP.

We are W3, an independent insurance agency founded in 1925. We have a rich history of providing quality service and unwavering commitment to our clients and community. Our agency represents an extensive list of "A rated" insurance companies to provide the best coverage, at the most affordable rates available.  We have insurance products to fit the specific needs of both businesses and individual, offering commercial, homeowners, auto, boat and life insurance.

POSITION SUMMARY:

The successful candidate will be responsible for supporting the advisors in the client service aspect of managing a personal lines book of business as assigned, and consistently provide excellent customer service and leadership to accounts, as well as represent client needs and goals within the organization to ensure quality by performing the following duties:

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
• Take and process premium payments from clients.
• Rate policies and be familiar with carrier underwriting guidelines (marketing, quoting, binding of personal insurance products).
• Check new and renewal policies for accuracy in rating, typing, coverage, signatures.  Ensure that these items are delivered and/or mailed to client.
• Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request.
• Analyze policy transactions and correct company records to adjust errors.
• Interpret policy provisions to determine methods of effecting desired changes, type of insurance, or change in method of payment.
• Input customer applications into the agency management system from the carrier rating applications.
• Assist Personal Insurance Advisors with all customer service responsibilities.
• Update computer for cancellations, reinstatements. Send out form letter to clients as applicable.
• Provide superior customer service to clients. 
• Report issues and follow up for resolutions with carriers and clients.
• Assist in completion of Underwriting audits as required.
• Assist in data entry, projects, creating client portfolios as similar tasks.
• Handle routine correspondence between carriers, agency and insured.
• Maintain a working knowledge of the insurance marketplace, including specific coverage and industry targets.
• Maintain electronic files in an orderly, up-to-date manner and with our current status guidelines.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.
• Provide backup support to the CSR team and Advisors.
• Become familiar with and follow Agency guidelines, policies and procedures. 

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED EDUCATION & 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.

• Florida 4-40 or 2-20 License Required
• High School Diploma/GED Required
• 3 or more years experience in personal lines insurance
• Solid understanding of all lines of Florida Personal insurance
• Ability to build rapport with each customer through active listening
• Experience dealing the multiple insurance carriers
• Knowledge of Applied "EPIC" Agency Management System beneficial
• Proficient with Microsoft Word and Excel

COMPETENCIES:

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.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; 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; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.

Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when 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; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands, speak and hear. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

POSITION SUMMARY:

The successful candidate will provide client service assistance and support to specified producers and their commercial clients by telephone and E-mail. Provide ongoing support to clients in person including on-site visits to the client Assist with both new client presentations and renewals by performing the following duties:

JOB DUTIES:

• General Duties
• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept coaching and direction from supervisors and managers, in compliance with the Agency's policies and procedures.
• Ability to field telephone inquiries from clients about their current coverage and insurance contracts as well as general questions about insurance.
• Assist in the resolution of claims issues with carriers.
• Provide ongoing, in-person consulting with assigned clients to maximize our retention of accounts. This may entail coordinating service issues with the account service manager assigned to the account and, if needed, assisting personally with the resolution of complex service and billing issues Follow established departmental and agency processes and procedures, tracking activities, client history, and communication with client and documenting them in agency system.
• When requested, monitor specified producer email inbox so general and time-sensitive client service requests can be handled while they are out of the office.
• Assist CSMs with technical coverage and contract reviews.
• Renewal Clients
• Ability to work with producer to determine client's needs at renewal and then coordinate the data collection and proposal preparation of appropriate proposals from insurance carriers to meet those needs within a specified timeline.
• Work with producers on renewals and coordinate internal functions so that the producer receives all necessary renewal information and proposals on a timely basis.
• Lead the Renewal Timeline process, including:
• Assist producer and often times lead the marketing effort of commercial accounts to the carriers at renewal including gathering of the necessary data from the client, analysis of carrier proposals for suitability to the client's needs and negotiation of final rates and coverage with carriers and other vendors as appropriate.
• Work with marketing team or Client Service Manager to prepare renewal for submission to marketplace.
• Follow up marketing team/CSM and/or carriers to make sure that proposals are received on timely basis.
• Work with marketing team/CSM to review for accuracy the quotes and proposal to client.  Where necessary, compare and illustrate coverage options for internal or external presentation.
• Coordinate the preparation of renewal presentation package with internal staff and assist producer with the presentations of the renewal to major clients.
• Coordinate client renewals and provide other services as required so that producer can maximize time for new business production.
• New Business
• Provide analysis assistance to producer for new prospects related to W3 Advantage Services.
• Assist the producer and often times lead the marketing effort of commercial accounts to carriers, including gathering of the necessary data from the client, analysis of carrier proposals for suitability to the client’s needs and negotiation of final rates and coverage with carriers and other vendors as appropriate.
• Follow up marketing team/CSM and/or carriers to make sure that proposals are received on timely basis.
• Work with marketing team/CSM to review for accuracy the quotes and proposal to client.  Where necessary, compare and illustrate coverage options for internal or external presentation.
• Coordinate the preparation of insurance proposal with internal staff and assist producer with the presentation to prospect/client.
• Actively pursue referral opportunities to other departments.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.
• Be familiar with and follow Agency guidelines, policies and procedures.
• Other duties may be assigned, based on Agency needs.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED EDUCATION & 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.

• A Bachelor’s degree; 3 to 5 years of related experience and/or training, or equivalent combination of education and experience.
• Working knowledge of Microsoft Word & Excel.
• Florida 220 Property & Casualty license.
• Insurance designation equivalent to AAI or CIC, preferred.
• Experience with Epic software, preferred

#LI-RH1

We have a rich history of providing quality service and unwavering commitment to our clients and community. Our agency represents an extensive list of "A rated" insurance companies to provide the best coverage, at the most affordable rates available.  We have insurance products to fit the specific needs of both businesses and individual, offering commercial, homeowners, auto, boat and life insurance.

POSITION SUMMARY:

The successful candidate will be responsible for retention by managing the client service aspects of a marine book of business, and support assigned advisors and current clients by performing the following duties:

JOB DUTIES:

• Work collaboratively and cooperatively with others, maintaining a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept direction and constructive criticism from supervisors and managers, in compliance with the Agency's policies and procedures.
• Provide rating, marketing, and retention support to advisors, including new business marketing tasks such as quoting, summarizing quote results, and preparing proposals for advisors to present.
• When a marine advisor(s) is out of office, contact new prospects for application information, market to carriers, and present quotes. Perform data entry into the agency management system and procure the bind order on their behalf. May include issuing binders, extensions, certificates, etc., and ensure documentation is maintained, including underwriting, marketing, and application information.
• Remarketing renewals as requested and delivering quotes and summaries to advisors for review. If proceeding, present the quote and obtain necessary documentation to bind and issue policies. May include issuing binders, extensions, certificates, etc., and ensure documentation is maintained, including underwriting, marketing, and application information.
• Prepare coverage comparisons as requested and interpret policy provisions to determine methods of effecting desired changes to quotes, coverage, or type of insurance
• Work closely with company underwriters to negotiate the best possible coverage options and premiums and assist in negotiating sales and service-related items on behalf of the client. Develop and maintain professional relationships with carrier representatives and underwriters.
• Find opportunities to create/enhance SOI relationships and participate in scheduled events (e.g., boat shows).
• Complete service-related tasks for marine clients by providing superior client service.
• Provide support tasks for renewals as requested to ensure property delivery to clients.
• Process incoming mail/tasks in accordance to department workflows and prioritize daily tasks.
• Process transactions to generate billing invoices and prepare premium finance contracts as necessary.
• Seek referral opportunities for account rounding as well as new prospects.
• Maintain up-to-date status with assigned activity tasks and responding/attaching emails in our agency management system.
• Monitor continuing education requirements to ensure compliance with licensing requirements by enrolling in online CE courses.
• Follow Agency guidelines, policies, and procedures.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED EDUCATION & 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.

• Florida 2-20 License Required;
• Bachelor's degree from four-year college or university; or three to five years related experience and/or training; or equivalent combination of education and experience;
• An insurance designation, equivalent to CPCU, AAI or CIC is preferred;
• Ability to build rapport with each customer through active listening;
• Experience dealing the multiple insurance carriers;
• Knowledge of Applied "EPIC" Agency Management System beneficial;
• Proficient with Microsoft Word and Excel.

COMPETENCIES:

To perform the job successfully, an individual should demonstrate the following competencies and qualifications:

• Analytical
• Organizational & time management skills
• Dependable
• Team Player
• Professional demeanor
• Superior customer service skills
• Open to diversity
• Ethical
• Supportive of organizational efforts and policies
• Mindful judgment
• Motivation
• Dependable
• Show initiative

  PHYSICAL DEMANDS:

  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; talk or hear and taste or smell. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

  WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

  OTHER QUALIFICATIONS:  Regular travel required.