Location: Poughkeepsie, NY
Insurance jobs refer to career opportunities within the insurance industry, where professionals work to assess risks, provide financial protection to individuals and businesses, and offer various types of insurance coverage. Key features of these jobs include risk management, customer service, policy underwriting, claims handling, and potentially sales. Professionals in this field often require strong analytical skills, attention to detail, and excellent communication abilities to explain complex insurance products and assist clients with their insurance needs.
wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
To learn more, please visit: . Summary of Role: The Account Manager I is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in the day to day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager I will work with senior team members
to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role, this person will begin to learn to manage a book of business under senior team member direction.
Begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Account Manager I is learning to manage the clients from start to finish, but require a great deal of supervision and direction from more senior team members. This role is open to a hybrid schedule with the flexibility of working two days from home and three days in office from the following office locations:
New York: Albany, Kingston, or Fishkill Connecticut: Danbury or West Hartford Essential Duties and Responsibilities: Begins to develop relationships; attend meetings and may contribute.
Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor. Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system. Assists on some billing questions from clients and insurance company personnel with assistance from Accounting Dept.
when necessary. Knowledge, Skills, and/or Abilities: Highly organized with excellent verbal and written communication skills. Self-confident to make sound independent decisions Ability to successfully interact with a variety of people and function well both in a team environment and autonomously. Ability to handle situations in a calm, courteous and professional manner Customer focused to establish and maintain effective relationships Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook Ability to prioritize multiple tasks to meet deadlines Must be able to read, analyze and reconcile financial reports Possess strong analytical and problem solving skills Sharp attention to detail, decision making skills, and problem resolution Flexibility and adaptability to changing priorities, deadlines and technology.
Education and/or Experience: Associate degree (or equivalent) and BA/BS preferred More than 3 years' client service and/or industry and product line experience. Certificates, Licenses, Registration: P&C license required What We Offer: NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.
Our People First culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position in NYC metro area is $40,000 - $78,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You. Better Together! NFP is an inclusive Equal Employment Opportunity employer. PDN-9abba5ae-af5b-4688-bd97-b1c000c55f60
in Microsoft Excel applications. Understand and honor high level of confidentiality. Promote integrity. Strong work ethics Insurance processor duties: Research and apply insurance payments from clients to the appropriate system invoice. Research insurance claim payments in the AS/400 to identify correct claim based on customer information, date of service and service/material procedure codes and related charges.
Continuously improve methods for research and in order to effectively and efficiently process transactions Process transactions , apply cash, member bills, resubmit invoices, write-offs, etc. Follow data processing guidelines to meet established departmental standards. Communicate
with supervisor regarding transactions processed in a timely manner. Identify and recommend systems and process modifications necessary to improve the efficiency and effectiveness of the Assignment processes..
and private equity marketplace. About Us Alvarez & Marsal (A&M) is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. A&M continues to be privately held since its founding in 1983.
A&M's leadership is about bias towards action and the willingness to tell clients what we think is needed. Our restructuring heritage sharpens our ability to act decisively. Clients select us for our deep expertise and ability to create and deliver practical, rather than theoretical, solutions to their unique problems in addition to our independence/objectivity. These are the core differences that distinguish us from other
management consulting firms. With over 8,000 people across five continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges.
Our senior leaders and their teams help organizations transform operations, catapult growth, and accelerate results through decisive action. Insurance & Risk Advisory Services (IRAS) is internally aligned with A&M Private Equity Performance Improvement Services (PEPI) practice. IRAS provides insurance industry advisory and risk management advisory services. IRAS insurance industry advisory serves the insurance industry vertical with finance, strategy and operations consulting for
insurance companies, brokers, and intermediaries. IRAS risk management advisory services all industries, with an emphasis on serving the private equity marketplace, with risk management and insurable risk management solutions.
OVERVIEW Our insurance practice operates with highly experienced teams who are accustomed to solving complex problems and delivering rapid results. Unlike other advisors, A&M brings the proven capability and experience to develop and implement solutions in support of business transformations. Insurance Strategy & Transformation solution professionals provide the following services: Strategy: Formulate strategy, design target operating models, de-risk execution Transformation: Design and implement large scale complex transformation programs that generate sustainable outcomes Value creation: Identify financially impactful strategies to increase enterprise value through optimization of product, process, organization, and technology.
Transaction support: Provide an integrated approach that focuses on key value drivers for sponsors in the areas of: Due diligence 100-day plans Merger Integration Carve-out / Divesture Stand-up Operations This candidate will have consulting experience to the insurance industry and will specialize in transactional support and strategic process improvement.
If you have a passion for tackling complex, heart of the business issues, A&M will provide a challenging environment in which to apply and grow your skills. The candidate will provide technical project management, business process redesign, analytical support, and strategic services in a C-suite advisory / consulting environment. RESPONSIBILITIES Lead projects and client engagements that focus on large-scale complex transformations Advise clients by analyzing corporate challenges, driving cost reductions, revenue growth and profitability improvement Assist clients to develop and deploy target operating model plans including strategy development, business functions analyses, change management, and program execution Support transformation projects including risks, issue analysis and business case development, process redesign, technical and functional requirements design assistance, user experience enhancement, and program and change management Develop complex business improvement plans and lead all projects independently Deliver on private equity focused initiatives (interim management, strategic planning, capital management, business transformation, performance improvement) Develop financial analyses, scenarios to determine key business drivers that will have the most impact on business performance Proactively manage client's expectations, anticipate project risks, obstacles, and develop contingency plans Assign appropriate resources, remove barriers, and monitor project outcomes Identify and pursue opportunities in the market and lead team to deliver required services on project engagements Collaborate with IRAS leadership and support business development activities Contribute to sales pursuits by generating new client business and/or adding on business from current client Manage and develop client relationships for long term opportunities.
QUALIFICATIONS Recognized as an expert in the insurance performance improvement area, bringing to bear their skills and experience to create measurable, improved outcomes for our clients Extensive insurance experience (12+ years) as a consultant to the insurance industry Strong insurance marketplace relationships Industry experience with (Re)insurance, brokerage, Property & Casualty, or Life & Annuities Track record of success leading complex performance improvement projects Emphasis on core Insurance operations (claims / policy management / underwriting) and performance / process improvement, leveraging deep analytical skills Experience in process modeling, target operating models, and leading transformation change Excellent interpersonal and communication skills including the ability to articulate to senior members of target management, client representatives and colleagues Strong project management skills Flexibility to work as both a team member in a collaborative setting and as an individual contributor Ability to thrive and be effective in fast-paced settings Self-motivated and effective in a fast-paced culture Ability and willingness to travel High proficiency in Excel and Power Point Bachelor's Degree in Insurance, Business Administration, or other relevant degree with a preference for advanced education including MBA, JD or other The salary range is $150,000 - $275,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography.
In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details. #LI-JB1PDN-9a4f0d-a474-d57ccceb0820
Summary The Insurance Audit Specialist plays an important role in the organization by performing a number of tasks related to the company's Insurance functions. The role is primarily responsible, under general supervision, for providing timely job duties related to insurance monetary transactions.
Essential Functions Review and validate accuracy of insurance data. Ensure all appropriate and required actions have been taken at Closing. Provide timely quality assurance reporting to Management as needed. Complete independent research in order to resolve insurance-related issues. Ensure established SLAs are appropriately followed. Ensure appropriate vendor management and oversight; monitor
vendor SLA reports, activities to ensure compliance with contracts. Ensure compliance with Federal, Regulatory, State and Investor guidelines, including but not limited to the following: Fannie Mae, Freddie Mac, FHA, VA, USDA, HOEPA, CFPB, FEMA and RESPA.
Provide accurate and complete information to resolve issues, and follow up on any outstanding issues or commitments promptly and when promised. Stay current on changes in industry regulations. Qualifications High school diploma or equivalent required, some college courses preferred, along with one or more years total work experience in mortgage/banking; a viable combination of experience and education will be considered. Preferred knowledge
of the complete mortgage servicing process from origination to payoff.
Proficient in Microsoft Office with competencies in Excel, general computer programs, and general office equipment: Data Entry 8,000KPH Typing Speed 40WPM Ability to work under general supervision. Ability to collaborate and work as part of a team. Strong verbal and written communication skills. Strong problem solving and analytical skills with attention to detail. Ability to work well in a fast-paced environment. Highly motivated and determined to succeed in a competitive, time sensitive industry. Proficient in organizing projects, prioritizing work, and completing multiple tasks accurately.
Ability to research discrepancies independently. Proactive attention to Customer Service. Respectful, accountable, with a high degree of integrity. Continuously seeks knowledge and strives for improvement. Delivers the unexpected. Maintains a positive attitude. 10-key by touch strongly preferred. Bi-lingual preferred. Supervision General supervision required, depending on experience level. Apply sound judgment in execution of core job responsibilities. Travel: 0%. Requirements Physical: Work is primarily sedentary; mobility in an office setting. Manual Dexterity: Frequent use of computer keyboard and mouse.
Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e. g. words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Environmental: Office environment - no substantial exposure to adverse environmental conditions. Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer. Targeted Salary: $15.77/hr to $20.87/hr Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location. PDN-9a6a610a-c255-499c-8dbf-c9b8d0e104ef
