Job Results
Financial Services
Posted 3 weeks
Client Service Manager
Gallagher - Jacksonville, FL 32202
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview Accountable for delivering high quality and efficient service to Gallagher’s Personal Lines clients, the Personal Lines Client Service Manager role operates in a team environment to manage less complex insurance accounts. Rather than having assigned clients, this role provides real-time servicing of clients in a shared call center environment. This role is for the Naples zone. The role involves servicing policies in states besides Florida (NC, SC, AL, GA) as well. This is a full-time (40 hours per week) position. The typical working hours are Monday through Friday from 8am to 5 pm. How you'll make an impact Primary Areas of Focus: Answering client phone and email inquiries related to insurance billing, coverage, pricing, claims, cancellations, endorsements, inspections, documentation requests, issues, concerns, etc. Maintains complete and accurate client and policy data and documents within Gallagher and affiliated carrier systems. Supports Gallagher growth initiatives by contributing to key business outcomes such as client satisfaction, client retention and is also responsible for the overall customer experience. Fostering a culture of performance and continuous improvement. Delivers consistent, high quality client service as defined by AJG operational standards and practices. Supports the business priorities of the Personal Lines team within Gallagher Global Brokerage. Successfully operates in a team environment to manage a group of accounts with relatively simple servicing needs. Experienced in identifying opportunities to cross-sell additional products or services, enhancing client accounts by incorporating complementary solutions to meet their needs. Partners with team members and affiliated carriers to transition clients with more complex needs, such as remarkets, account retention, claims issues, etc. Builds rapport quickly with clients in an effort to identify needs in a clear, confident and friendly manner. Leverages systems, services and resources to execute work in an effective and efficient manner. Comfortably engages others in a consultative business oriented discussion. Basic understanding of professional and industry standards/practices. Role model for high performance and Gallagher’s shared values. Ability to learn and adapt to new systems, processes and skills quickly. Effectively manages/balances multiple and sometimes competing priorities. About You Requirements: Bachelor's degree with 0+ years client service and/or claims management experience –OR– High School degree/GED with 3+ years client service and/or claims management experience. Insurance Producer’s license. Strong written and verbal communication skills. Proficient in using technology as a tool to maximize productivity and quality. Preferred: Previous experience managing client relationships or customer service. Inbound/Outbound Contact Center experience. Insurance knowledge – Personal Lines preferred (Home, Auto, Inland Marine). General market knowledge of Insurance Carriers. Work Traits: Works effectively in a Team Environment. Consistently delivers high quality work in a timely manner. Build rapport with external clients. Customer focused while maximizing operational efficiency. Accurately determines critical issues, detail oriented. Determination to solve problems independently and discover the root cause. Superb organizational skills and ability to interpret customer information. #LI-TW1 #LI-Remote Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more... **The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Posted 3 weeks
BH Outpatient III Area Manager
Baptist Medical Center Jacksonville - Jacksonville, FL 32207
About Baptist Health Recognized as a top place to work in health care, Baptist Health cares for more patients in Northeast Florida than any other provider, ranking as “most preferred” for more than 30 years. We’re Jacksonville's only locally governed, faith-based, not-for-profit health system and provide a full spectrum of preventive and specialty care through 200+ locations and six hospitals. Our centers of excellence include Baptist MD Anderson Cancer Center, Baptist Heart Hospital, Baptist Neurological Institute and Wolfson Children's Hospital. Baptist Medical Center Jacksonville is seeking a dynamic Behavioral Health Manager to lead our Outpatient III administrative team. This role oversees daily operations and provides leadership to approximately 10 team members supporting outpatient behavioral health services. Behavioral Health Manager, Job Responsibilities: Oversee scheduling, referrals, insurance verification, claims, and front-end operations Lead, coach, and develop administrative staff and supervisors Ensure efficient workflows, timely patient access, and high-quality service Monitor productivity and access metrics; drive process improvements Partner with HR on employee relations, performance management, and hiring Collaborate with clinical, operational, and IT teams to optimize processes Support onboarding, training, and ongoing staff development Lead multiple service lines or functions as a Subject Matter Expert (SME) Oversee patient-facing administrative roles and office operations Support project management, reporting, and quality initiatives Mentor new leaders and assist with departmental projects Experience Requirements: Over 5 years Relevant equivalent experience in lieu of education 3-5 Years Managerial Experience Required Education & Credential Requirements: High School Diploma (required) Bachelor of Arts/Science (preferred) If you are a healthcare leader who thrives in a fast-paced environment and is passionate about improving access to behavioral health services, we encourage you to apply. Primary Location: Downtown - Reid Building
Posted 3 weeks
Senior Director – Anticorruption, Antitrust & Political Compliance
PwC - Jacksonville, FL
At PwC, our people in risk and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions. They help organisations navigate complex regulatory landscapes and enhance their internal controls to mitigate risks effectively. Those in independence, ethics and business conduct at PwC facilitates adherence to ethical standards and promote a culture of integrity within the organisation. Working in this area, you will be responsible for developing and implementing policies and procedures to facilitate compliance with legal and regulatory requirements. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Ethics & Compliance team you will lead and oversee a comprehensive compliance portfolio covering anti-corruption, antitrust, and political compliance. As a Director you will set firmwide strategy, advise senior leadership on elevated-risk issues, secure consistent governance across the Firm and PwC Network, shape policies, interpret legal and regulatory changes, and provide trusted counsel to protect the Firm’s integrity and reputation. This role offers the chance to make a significant impact on the organization’s compliance landscape while fostering a culture of integrity and accountability. Responsibilities - Maintain consistent governance across the Firm and PwC Network - Monitor compliance landscape and identify areas for enhancement - Work with cross-functional teams to improve compliance initiatives What You Must Have - Juris Doctorate - At least 10 years of progressive experience in anti-corruption, antitrust/fair competition, and/or political compliance programs What Sets You Apart - Demonstrating thought leadership in compliance initiatives - Influencing senior leaders in complex regulatory environments - Serving as a subject matter authority in compliance laws - Designing and sustaining ethics and compliance programs - Translating regulatory requirements into actionable standards - Overseeing internal reviews and compliance risk assessments - Mentoring and developing leaders and teams - Maintaining executive-level stakeholder relationships The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Learn more about how we work: https://pwc.to/how-we-work For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines
Posted 3 weeks
Mortgage Fulfillment Specialist
VyStar Credit Union - Jacksonville, FL 32202
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. Mortgage Fulfillment Specialist ACCOUNTABILITY STATEMENT The Mortgage Fulfillment Specialist is accountable for providing support to the Mortgage Origination and Fulfillment Department. A substantial portion of the daily work involves handling confidential and sensitive member information which requires appropriate care. This position must have basic knowledge of financial institution protocol as well as basic knowledge of the mortgage lending environment including federal and state regulations as well as VyStar policies and procedures. The Mortgage Fulfillment Specialist reports directly to the Mortgage Fulfillment Supervisor and indirectly to the Mortgage Loan Processing Manager. ESSENTIAL RESPONSIBILITIES Quality Control Monitors VyStar’s online mortgage application system for incoming first mortgage, home equity loan (HELOAN), home equity line of credit (HELOC), land, Construction2Perm, FHA and VA applications daily. Completes loan file set-up of purchases, refinances, HELOAN, and HELOC’s. Determine loan status and assign accordingly. Sends initial disclosure and redisclosure package to members via electronic and via regular mail if the member did not accept electronic disclosures. Ensures that all loan files are disclosed timely and meet current Federal, State and NCUA guidelines regarding compliance. Initial and Redisclosures Daily email to management with applications received. Purchases with contract – Manually adjust fees according to contract for seller, buyer, lender, or realtor paid fees. If an application is received without a contract – email the loan originator to advise if there is a contract. Send out initial disclosures through USPS or FedEx. Purchases without a contract – if an application is received without a contract email originator to advise if there is a contract. If no contract, then manually adjust fees to be paid by the buyer. Send out disclosures through electronic, USPS or FedEx mail. Refinances, HELOAN, and HELOCs– review fees and send out disclosures through electronic or USPS mail or FedEx mail Member Service Communicate effectively and provide communication support to origination department as needed to ensure all members, internally and externally, receive timely contact. Including but not limited to rate options, appraised value, initial disclosures and application assistance. Support Desk Requests Daily completion of Written Employment Verification requests and follow ups from Mortgage Loan Origination and Mortgage Fulfillment Daily completion of Homeowners & Flood Insurance, Payoffs and Title Order requests and follow-ups from Mortgage Fulfillment team. Daily review of the Mortgage Support Requests email box to review and upload written verification requests for employment, homeowner's insurance, flood insurance and payoff requests from the Mortgage Loan Origination team and Mortgage Fulfillment Additional Responsibilities: Monitors the incoming member documentation via multiple (channels, including but not limited to right fax, email, incoming mail, and delivery through mortgage LOS. Review and name unidentified documents to facilitate automated distribution and electronic notification to appropriate mortgage staff of newly received loan file documentation. Participates on the User Acceptance Testing Team for mortgage loan origination systems releases and enhancements related to the origination of mortgage loan applications. Works cohesively with the Mortgage System Analyst as well as other testers to communicate results and proactively recommend improvements that will leverage technology to streamline the mortgage application process. Identify and make recommendations to the VP Mortgage Fulfillment, Mortgage Loan Processing Manager, Mortgage Sales Managers, Mortgage Fulfillment Supervisor, Processing Supervisor and Closing Manager regarding process improvements, quality member service, and increased efficiencies within the origination and disclosure of mortgage loans. Responsible for understanding mortgage department goals as well as Credit Union goals and pro-actively works toward attainment of those goals. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. Demonstrates each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus – Focus your full attention by carefully listening to and observing your clients or member. Connect – Consistently be friendly and approachable. Demonstrate you care. Understand – Listen empathetically and ask questions (70% to 30%). Counsel – Recommend solutions based on your client’s or member’s needs and objectives. Advance – Ensure that member’s or client’s expectations were exceeded. Verify necessary follow-up actions were completed. JOB QUALIFICATIONS EDUCATION High School Diploma or GED required. CERTIFICATION The employee is required to fulfill and uphold all criteria as a registered mortgage loan originator working for a Federally regulated Institution under the Nationwide Mortgage Licensing System and Registry (NMLS). The employee must comply with all provisions of the Act as defined in the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act) and credit union S.A.F.E. Act Procedures. EXPERIENCE 2+ years of experience in a role involving direct customer interaction, including product sales, administrative processing, or customer service. Experience in a financial institution, preferably in mortgage lending, is preferred. Prior exposure to the lending processing, familiarity with credit reporting, terminology, evaluation, and interest computation methods is preferred. KNOWLEDGE, SKILLS, ABILITIES Computer literacy is required. Proficiency with Microsoft Office applications including Word, Excel, Outlook and Teams. Ability to manage multiple priorities, strong detail orientation, highly organized with a strong sense of urgency. Able to work in a fast-paced working environment and work overtime when needed. Ability to analyze information for preparation of reports and/or other documentation. The successful candidate for this position must have excellent communication skills and the ability to interface effectively with members and staff to ensure smooth workflow and provide efficient service to members while staying abreast of changing policies and procedures. Must be able to work independently on a professional level. Familiarity with conventional and equity loan financing as well as a high-level knowledge of all regulations governing mortgage lending is preferred. Assuming the above prior experience, an incumbent selected for this position would need three months to be fully functional in the position. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 3 weeks
Personal Lines Account Manager
Insurance Office of America - Green Cove Springs, FL 32043
Description Job Description: Title: Personal Lines Account Manager Fully remote for Florida based candidates | Experience: Quoting & Binding Personal Lines Policies Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations About the Role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, including delegating work to Account Associates. Additionally, the Account Manager plays a key role in mentoring and training team members, fostering their professional growth and development. Key Responsibilities: Book of Business Management: Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business. Client Protection: Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps. Underwriter Collaboration: Work with underwriters to find creative solutions for customer needs. Report Monitoring: Track expiration, past due renewals, and A/R reports to ensure timely servicing. Invoicing: Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances. Claims Assistance: Facilitate client claims processes as needed. Performance Monitoring: Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate. Supervisor Communication: Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching. Sales Collaboration: Work with commercial sales personnel to develop solutions for mutual clients. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of industry experience State required active licensing (2-20 or 20-44) Exceptional customer service and communication skills Strong multi-tasking, organizational, delegation, and decision-making skills High accuracy in handling large work volumes Proficiency in MS Office (Outlook, Word, Excel) High School diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $45,000 to $60,000 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 3 weeks
Personal Lines Account Manager
Insurance Office of America - Middleburg, FL 32068
Description Job Description: Title: Personal Lines Account Manager Fully remote for Florida based candidates | Experience: Quoting & Binding Personal Lines Policies Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations About the Role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, including delegating work to Account Associates. Additionally, the Account Manager plays a key role in mentoring and training team members, fostering their professional growth and development. Key Responsibilities: Book of Business Management: Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business. Client Protection: Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps. Underwriter Collaboration: Work with underwriters to find creative solutions for customer needs. Report Monitoring: Track expiration, past due renewals, and A/R reports to ensure timely servicing. Invoicing: Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances. Claims Assistance: Facilitate client claims processes as needed. Performance Monitoring: Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate. Supervisor Communication: Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching. Sales Collaboration: Work with commercial sales personnel to develop solutions for mutual clients. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of industry experience State required active licensing (2-20 or 20-44) Exceptional customer service and communication skills Strong multi-tasking, organizational, delegation, and decision-making skills High accuracy in handling large work volumes Proficiency in MS Office (Outlook, Word, Excel) High School diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $45,000 to $60,000 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 3 weeks
Personal Lines Account Manager
Insurance Office of America - Jacksonville, FL 32233
Description Job Description: Title: Personal Lines Account Manager Fully remote for Florida based candidates | Experience: Quoting & Binding Personal Lines Policies Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations About the Role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, including delegating work to Account Associates. Additionally, the Account Manager plays a key role in mentoring and training team members, fostering their professional growth and development. Key Responsibilities: Book of Business Management: Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business. Client Protection: Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps. Underwriter Collaboration: Work with underwriters to find creative solutions for customer needs. Report Monitoring: Track expiration, past due renewals, and A/R reports to ensure timely servicing. Invoicing: Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances. Claims Assistance: Facilitate client claims processes as needed. Performance Monitoring: Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate. Supervisor Communication: Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching. Sales Collaboration: Work with commercial sales personnel to develop solutions for mutual clients. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of industry experience State required active licensing (2-20 or 20-44) Exceptional customer service and communication skills Strong multi-tasking, organizational, delegation, and decision-making skills High accuracy in handling large work volumes Proficiency in MS Office (Outlook, Word, Excel) High School diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $45,000 to $60,000 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 3 weeks
Personal Lines Account Manager
Insurance Office of America - Saint Johns, FL 32233
Description Job Description: Title: Personal Lines Account Manager Fully remote for Florida based candidates | Experience: Quoting & Binding Personal Lines Policies Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations About the Role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, including delegating work to Account Associates. Additionally, the Account Manager plays a key role in mentoring and training team members, fostering their professional growth and development. Key Responsibilities: Book of Business Management: Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business. Client Protection: Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps. Underwriter Collaboration: Work with underwriters to find creative solutions for customer needs. Report Monitoring: Track expiration, past due renewals, and A/R reports to ensure timely servicing. Invoicing: Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances. Claims Assistance: Facilitate client claims processes as needed. Performance Monitoring: Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate. Supervisor Communication: Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching. Sales Collaboration: Work with commercial sales personnel to develop solutions for mutual clients. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of industry experience State required active licensing (2-20 or 20-44) Exceptional customer service and communication skills Strong multi-tasking, organizational, delegation, and decision-making skills High accuracy in handling large work volumes Proficiency in MS Office (Outlook, Word, Excel) High School diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $45,000 to $60,000 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 3 weeks
Bookroll Team Sales Representative
Brightway Insurance - Jacksonville, FL 32256
About Brightway Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation’s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development. We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets. - Scope Will be supporting a newly-created bookroll team that will engage with existing Brightway customers to move their insurance policies to preferred carriers and MGAs, ensuring better coverage and an improved service experience. Identified policies will be moved either due to an adverse action from the existing carrier (e.g., insolvency or mass non-renewals) or because the company has proactively identified a better market for the risk. While the new carrier may provide varying amounts of assistance, members of the bookroll team will need to review and evaluate quotes, discuss them with customers and answer any questions they have regarding their new policy, and ensure that all requirement documents have been completed and signed. Job Responsibilities · Responsible for successful rewrite results. · Proactively engage and maintain relationships with clients through outbound calls to secure the rewrite of their existing policy to a preferred carrier partner. · Provide explanation of quotes to the customer. · Drive rewrite and retention efforts by educating clients on coverage options and benefits. · Provide exceptional service by addressing inquiries, processing requests, and resolving concerns with professionalism and efficiency. · Respond and follow up on emails, document requests and other correspondence. · Implement upsell and cross-sell opportunities to drive business growth while ensuring client satisfaction. · Leverage emerging technology to streamline workflows, improve efficiency, and enhance the client experience. · Document interactions accurately in CRM and other systems. · Actively participate in training and continuous learning initiatives to stay updated on carriers and industry trends. · Collaborate with internal teams and external agents to improve service quality and operational effectiveness. Skills, Licenses, Certifications · Must obtain a P&C (personal and commercial lines) insurance license prior to or within 60 days of employment; existing license strongly preferred. · Strong customer service mindset with a passion for delivering exceptional experiences. · Ability to learn and effectively use Brightway systems, CRM tools, and insurance platforms. · High level of accuracy, attention to detail, and ability to multitask in a fast-paced environment. · Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers. · Analytical problem-solving skills with the ability to assess customer needs and present logical solutions. · Demonstrated ability to work both independently and as part of a team, contributing to shared goals. · Tech-savvy with a willingness to adopt and leverage new tools and processes. Education and Experience This position requires a high school diploma, although a college degree is preferred, as well as 2-4 years of relevant sales experience in the insurance industry. - Equal Employment Opportunity: Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law. We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.
Posted 3 weeks
Medical Assistant | Dermatology – Jacksonville | Jacksonville
UF Health - Jacksonville, FL 32256
Overview: The Medical Assistant provides patient care in a physician’s office setting under the direct supervision of a licensed physician. Clinical skills performed are within the scope of a Medical Assistant as defined by Florida Statutes 458.3485 and UFHP Clinical Policy and Procedure. This role supports both clinical and administrative functions within the practice. The Medical Assistant may also be required to float to other UFHP practices as needed to support staffing Responsibilities: Key Responsibilities Provide direct patient care under physician supervision Assist with clinical procedures and patient examinations Prepare patients for visits, including vital signs and medical history documentation Maintain accurate and timely patient records in the medical record system Perform clerical duties including scheduling, insurance verification, and patient communications Support physicians and clinical staff with patient flow Maintain compliance with clinical policies and procedures Float to other UFHP practices as needed for staffing support Qualifications: Minimum Qualifications Graduate of an accredited Medical Assistant program Certification or registration as a Medical Assistant from an accredited organization such as: AAMA NHA NCCT AMCA AMT EMT license may be accepted in lieu of MA certification Ability to multitask and work in a fast-paced clinical environment Strong problem-solving skills and teamwork abilities Demonstrated initiative and willingness to take on additional responsibilities Preferred Qualifications One (1) year of direct patient care experience in an ambulatory care or physician office setting Licensure / Certification Requirements Must possess and maintain current Medical Assistant certification or registration Basic Life Support (BLS / CPR) certification required Must obtain within 90 days of employment if not currently certified Certification must be through the American Heart Association (AHA) or Red Cross Additional Information This position does not require operating a motor vehicle for business purposes. Candidates must be able to work collaboratively in a team-based healthcare environment.