39 preferred banker jobs found

Why Openly Openly is rebuilding insurance from the ground up. We are re-envisioning and enhancing every aspect of the customer experience. Doing this requires a rapidly growing team of exceptional, curious, empathetic people with a wide range of skill sets, spanning technology, data science, product, marketing, sales, service, claims handling, finance, etc. The Openly Difference We created Openly because we saw an evident gap in the market for premium insurance made simple. Consumers deserve more complete coverage at competitive prices. The Price Difference : Using cutting-edge data and technology, we provide you with customizable, competitive prices to protect your most valuable assets. The Policy Difference: Coverages are truly customizable to meet your individual protection needs, for both standard coverages and optional add-ons. The Experience Difference: From tailored claims handling to highly responsive customer service, we are...

Summary Serves as the technical expert for Plan Document and Amendment review, including leading the Plan Document reviews and advising other reviewers supporting this effort.   Essential Duties and Responsibilities   Serves as division specialist for Plan Document reviews, providing oversight to other A&H staff in this area and taking a lead in the reviews and acceptance of Plan Documents and amendments Corresponds with producer, broker, TPA, and/or underwriter to obtain information required for Plan Doc review Balances customer service, stop loss carrier requirements, and challenges associated with Plan Doc review Maintains all relevant electronic files, records, and databases Performs other duties as assigned Education and/or Experience Experience with insurance plan documents or policy language, or other experience working with and analyzing benefit plan language High School diploma or GED 3 to 5 years’ experience in a similar role...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? The Senior Strategic Finance Analyst is a finance business partner focused on ensuring the execution of sound financial management practices.  The role partners with executives and senior management to develop and drive plans, with clear, actionable steps that optimize the organization’s use of resources to drive balanced financial, operational and strategic business outcomes. In this...

The Assistant Vice President, Cost Containment is a strategic and operational leader responsible for driving cost-containment outcomes across Skyward’s employer stop-loss and captive business. This role owns the day-to-day execution of the cost-containment program — including savings delivery, vendor coordination, emerging-trend response, and ongoing program needs — while partnering with the VP on vendor selection decisions, and broader strategic direction. The AVP serves as a senior clinical and cost-containment resource for Underwriting, Claims, and external stakeholders (TPAs, producers, policyholders, and vendors). The role requires deep expertise in cost containment within a broker, stop-loss, or reinsurance environment, with a proven ability to build scalable processes, manage complex vendor relationships, and translate clinical and financial data into actionable strategies that protect the book of business. This position may assume direct oversight of Clinical...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary As a Proposal Analyst III, you will plan, organize, and manage several request for proposals (RFPs) of varying complexity, priority, and risk that aid the company in the critical acquisition of new business and retention of current clients. Lead and project manage the RFP process in a fast-paced, deadline-oriented work environment, utilizing your strong project...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Personal Lines Account Manager to join our growing team in Bend, OR The Account Manager’s primary responsibility is servicing existing accounts while generating additional revenue through cross-selling, accounting rounding, and new business. Account Managers provide high level consulting services for our customers’ personal insurance needs. Developing strong relationships with our customers and understanding their risk exposures, ensures our customers’ personal assets and their financial positions are protected. How You Will Contribute: Analyze customer’s lost exposures and determine coverage needs Annual revenue (commission) generation through cross-selling, account rounding, and new business Meet or exceed annual department retention goals Prepare proposals and meet with customers to...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Small Group Account Manager to join our growing team in Portland, OR . The Employee Benefits Account Manager responsibility is to provide exceptional service to our customers by establishing realistic customer expectations, seeking customer input, and meeting service commitments in a professional and punctual manner. Account Managers are the main point of contact for customers regarding open enrollment, marketing, and the renewal process. Account Managers are given autonomy to make recommendations to customers and exercise independent and discretionary judgement daily. How You Will Contribute: Responsible for renewal process from start to finish including but not limited to pre-renewal analysis, renewal analysis, and renewal administration Lead open enrollment process...

Sign-On Bonus Opportunity of up to $4,000* Pay Range: $55000 - $125000 / year ** Our Perks & Benefits: Unlimited/uncapped commission – based on individual sales performance, including policies sold and related production metrics. Total compensation will vary based on performance Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or...

Sign-On Bonus Opportunity of up to $4,000* Pay Range: $55000 - $125000 / year ** Our Perks & Benefits: Unlimited/uncapped commission – based on individual sales performance, including policies sold and related production metrics. Total compensation will vary based on performance Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description This role is part of Allstate’s Health Solutions business and supports clinical decision-making across health insurance products and medical management programs. The Medical Director is a highly experienced medical professional responsible for providing clinical expertise, oversight, and strategic guidance across medical management functions within Allstate’s Health Solutions organization. This role supports complex clinical decision-making including appeals, rescissions, and grievance reviews, while also partnering with legal, product,...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Senior Account Manager will   demonstrate   the ability to handle   specialized and most complex   books of business   and   insurance service tasks. Will   demonstrate   leadership skills and serve as an expert resource and/or role model for less-experienced co-workers. Effective personal interactions are necessary to contribute positively to the team.   While...

The Customer Service Representative (CSR) provides exceptional service to insureds, carriers, and partners by responding to inquiries and resolving issues related to coverage, claims, billing, and account information. The CSR handles both inbound and outbound customer interactions to ensure needs are met accurately, efficiently, and with empathy. This role contributes directly to customer satisfaction, retention, and the overall success of the Affinity Customer Service team. Collaboration, teamwork, and strong communication within the team are key to success.  Your Impact:   Respond to inbound calls, emails, and other inquiries from customers and carriers in a professional, courteous, and timely manner.  Place outbound calls as needed to follow up on customer inquiries, resolve outstanding issues, or provide updates.  Maintain accurate and complete customer service notes and documentation in the CRM system.  Process client requests, policy changes, and updates...

Are you looking to make an impactful difference in your work, yourself, and your community? Why settle for just a job when you can land a career? At ICW Group, we are hiring team members who are ready to use their skills, curiosity, and drive to be part of our  journey as we strive to transform the insurance  carrier space. We're proud to be in business for over 50 years, and its change agents like yourself that will help us continue to deliver our mission to create the best insurance experience possible. Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for ten consecutive years as a Top 50 performing P&C organization offering the stability of a large, profitable and growing company combined with a focus on all things people. It's our team members who make us an employer of choice and the vibrant company we are today. We strive to make both our  internal and external communities better everyday! Learn more...

The PIS Technician provides technical insurance support to the Account Coordinators, Sales Representatives, Customer Service Representatives, Client Relations Representatives, and clients by performing the following duties.   Your Impact: Maintains and updates log of all renewal PIS business within the team in the respective system:  Quote Tracker and Synergy CRM Sends renewal solicitations to existing clients in a timely manner to facilitate successful renewals of PIS policies. Determine proper renewal tract with carriers to each policyholder Handles communication with insurance carriers throughout the renewal process. Creates Pearl branded quote documents and payment instructions for all PIS renewals. Reviews and processes money mail orders for renewal business (checks for accuracy and completeness). Sorts mail, indexes scanned mail and distributes to appropriate underwriter if necessary. Issues policies and processes invoices to ensure payments to carriers are on...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary: The Senior Strategic Finance Analyst is a finance business partner focused on ensuring the execution of sound financial management practices.  The role partners with executives and senior management to develop and drive plans, with clear, actionable steps that optimize the organization’s use of resources to drive balanced financial, operational and strategic business...

Pay Range: $45000 - $115000 / year ** Sign-On Bonus Opportunity of up to $4,000* Our Perks & Benefits: Unlimited/uncapped commission – based on individual sales performance, including policies sold and related production metrics. Total compensation will vary based on performance Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or...

Objective: Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Small Business Commercial Lines team. This is an entry-level position that requires some insurance experience and an active P&C insurance license. Heffernan is looking for an intelligent self-starter who is looking for a career with plenty of upward mobility.   Responsibilities Include: Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's. Process binders. Process endorsements. Process audits after review by the Account Manager. Invoicing as assigned. Follow up on claims. Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals. Create and maintain mail-merge documents. Draft proposals. Process un-routed attachments and carrier document retrieval items. Respond to client requests in a timely and...

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. About the Role HUB International’s Risk Services Division (RSD)...

The Service Center Technician provides technical insurance support to the Account Coordinators, Sales Representatives, Customer Service Representatives, Client Relations Representatives, and clients by performing the following duties.   Your Impact: Maintains and updates log of all renewal Service Center business within the team in the respective system:  Quote Tracker and Synergy CRM Sends renewal solicitations to existing clients in a timely manner to facilitate successful renewals of Service Center policies. Determine proper renewal tract with carriers to each policyholder Handles communication with insurance carriers throughout the renewal process. Creates Pearl branded quote documents and payment instructions for all Service Center renewals. Reviews and processes money mail orders for renewal business (checks for accuracy and completeness). Sorts mail, indexes scanned mail and distributes to appropriate underwriter if necessary. Issues policies and processes...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? The Role   The Regional Sales Vice President (RSVP), Employee Benefits – Western Region leads a geographically aligned, multi-product sales organization responsible for driving profitable growth across Life, Absence & Disability (LAD )   and Voluntary Benefits.   This role supports the Western Region and executes an integrated go-to-market strategy that...