12 field wholesaler jobs found

Who is Cover Whale? Cover Whale improves road safety by combining the insurance products we sell with our data-driven driver coaching and safety program. Our safety program is proven to save lives while delivering better insurance for our drivers. Cover Whale offers easy, industry-leading insurance for commercial auto and trucking, aiding struggling drivers facing rising costs. Join us in the mission! The Role:  The Business Development Manager (BDM) – Retail, Midwest will report to the Retail Distribution Lead and will be responsible for managing a defined portfolio of retail distribution partners across the South-Central United States. The BDM will execute strategies to increase premium production, deepen engagement with existing Tier 1 and Tier 2 partners, and identify new high-potential relationships within the region. This role requires maintaining approximately 50% of time in-field travel across the Midwest, including but not limited to partners in Arkansas,...

The Insurance Sales Supervisor in this role is directly responsible for managing a multi-channel Property and Casualty sales staff towards the achievement of monthly and annual sales goals. Maximizes sales and profitability while training and developing the sales team. Your Impact: Monitor, manage, and report activity and production output for all Account Executives to ensure annual sales goals are met or exceed. Manage, coach, train, and provide guidance to the Account Executive team; review and approve time off requests and approve bi-weekly timecards; assign performance goals; write and deliver performance appraisals and corrective action. Collaborate with IT and other department managers on system enhancements, implementations, etc.; define user requirements; monitor system performance; identify and resolve issues; conduct system audits. Coordinate and manage various Risk Management seminars and Leads program(s). Represent Pearl Insurance at trade shows,...

The Client Relations Account Representative is responsible for promoting and renewing assigned Pearl Insurance coverage(s) to existing clients over the phone and through email, mail, and fax.  Answers inquiries through the call center from policyholders or insurance brokers regarding current coverage(s) and upcoming renewals. Your Impact: Conduct high volume of customer contact via the phone, email, mail, and fax to promote and renew assigned coverage(s) to existing Pearl Insurance clients; sell ancillary product(s) to clients. Facilitate the application and underwriting process with the client and the internal underwriter that includes – sending application to client; finalizing application and any applicable forms and prepare information for submission, following up with the client when additional information is needed to complete the underwriting process. Present the quote or estimate to the potential client; close the sale; attempt to gain market intelligence if...

Position Summary We are seeking a detail‑oriented, collaborative Lead Business Analyst to oversee Insurity C1/SureMGA solution delivery under the CoE. This role will act as the primary liaison between the product owner team, business stakeholders, and configuration development teams—ensuring that C1/SureMGA solutions align with business objectives and are configured to support operational needs effectively. The Lead Business Analyst will report to the Director of the CoE Functional Team. What will your job entail? Key Responsibilities: Understand and document the business objectives of each project, identifying the system requirements to meet those needs. Analyze current business systems and processes to identify opportunities for improvement, automation, or optimization. Elicit, analyze, and validate business requirements from stakeholders, including internal teams and external users. Skilled at converting business requirements into solution designs and...

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. Position Summary Ryan Specialty is looking for a Senior UX Designer to join our team. Our UX Design team within the Digital Solutions group shapes user experiences across RT Specialty’s ecosystem of digital products, including internal tools and client‑facing platforms. This position offers a hybrid schedule with three days in the office and two days working from home in our Chicago, IL or Buffalo, NY locations. We are looking for a Senior UX Designer, with “full-stack” skills (UI + UX/IA + UX research) skills – strong UI skills are a must....

Description Summary: The Credit Underwriter Sr. - Inventory Finance is responsible for analyzing and monitoring credit worthiness of assigned customers/accounts and recommending and/or approving credit within established guidelines. Includes analyzing financial statements and completing ratio and trend analysis of statements to determine if a customer is eligible for financing. Duties and Responsibilities: Underwrite high quality credit narratives in support of new and existing loans. Review and analyze various transactions.  Includes review and analysis of applications, financial statements, balance sheets, D&B reports, etc. Spreading business financial statements and tax returns using Moody's software to analyze multi-year trends and ratios from financial information. Understand cash flow from operations, which includes identifying recurring and non-recurring sources of cash flow. Research industry...

The Content Marketing Production Specialist is responsible for working with the Production and Communications Deployment Manager on the production process of all marketing materials. This role manages print vendor relationships, including bid solicitation, and maintaining production schedules for all related marketing materials. This position will assist in the implementation of key processes in guiding projects start to finish through the Marketing department. The role collaborates with the Marketing and Database Management teams in scheduling to produce customized and personalized materials using database elements in multiple direct marketing channels. Your Impact: Work with Marketing resources and services, including creative design professionals, multimedia, social media, and copywriting resources internally and externally. Work with sales representatives and Database Management in setting criteria for email and mailing campaigns. Help set standards for work...

We are seeking a Customer Experience Training Specialist who will be responsible for enhancing our team’s customer service skills, service delivery, and ensuring consistent, high-quality experience for our clients. This role will design, develop, and deploy consistent customer service processes, procedures, and systems to equip employees with the knowledge and skills needed to enhance and exceed customer expectations across Life & Health and Business Insurance Lines. Your Impact: Designs, develops, and delivers comprehensive training programs for customer service staff, team leaders, and supervisors covering new clients, products, work processes, system enhancements (including Five9), and behavioral skills through in-person, virtual, and web-based sessions. Manages and maintains the Five9 contact center system , ensuring alignment with business needs through proper configuration, user account management, and permissions. Creates, updates, and maintains training...

The Accounts Payable Specialist, AVMA PL is responsible for reviewing and processing accounts payable over assigned AVMA Professional Liability (PL) insurance lines of business and other operations areas as assigned. Responsible for processing payments to carriers and insureds timely and ensuring proper documentation is received before payments are processed. Your Impact: Review all incoming invoices and check requests for accurate documentation, paperwork, and approvals, enter data into the system for check and ACH processing; print and deliver checks per Accounting schedule. Responsible for reconciling payments to carriers, including individual check requests and any monthly statement payments and reports as needed. Ensure carriers receive any required reports or documentation to correspond with payments sent to them, and such reports are reconciled to Accounting and Policy Maintenance systems appropriately. Ability to investigate any differences by coordinating with...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The Chief of Staff for the Wholesale & Specialty Division is a critical strategic partner to the President of Wholesale and Specialty. This role is responsible for driving cross-functional initiatives, optimizing organizational performance, and ensuring alignment of division priorities with overall business objectives. The Chief of Staff must be a self-starter who excels in navigating ambiguous environments and thrive when faced with undefined parameters, approaching challenges with creativity, strategic...

The   Accounting Supervisor, AVMA   PL   is responsible for   managing the day-to-day operations of the   Accounting   staff responsible for AVMA Professional Liability   (PL)   Insurance. Applying principles of   Accounting   in order to   track and analyze financial information, and to prepare financial reports. Supervises assigned accounting team members to ensure   timely   and   accurate   activity and transactions. Serves as the main point of contact when issues arise relating to AVMA Professional Liability Insurance Lines accounting transactions.   Your Impact:   Supervise, coach, train, and provide leadership and guidance to the   AVMA PL   Accounting team; assign performance goals; write and deliver performance appraisals and corrective action.   Monitor daily workflows of the   AVMA PL   Accounting team to ensure service levels and timelines are   being met .   Oversee cash...

The Accounting Specialist, AVMA PL is responsible for daily tasks assigned (as listed below) over the AVMA Professional Liability (PL) insurance lines of business. Applying principles of Accounting in order to track and analyze financial information, and to prepare financial reports. Ensure timely and accurate activity and transactions for areas assigned. Your Impact: Processing daily workflow as assigned over the AVMA PL Accounting areas to ensure service levels and timelines are being met. Specific workflow processes may include a combination of the following: Process daily invoice importing for assigned AVMA PL accounting lines of business. Reviewing accounts for accuracy and complete information before posting batches. Complete balancing to source documents. Process daily cash receipt imports from various sources, including reconciling receipts from source documents/reports to bank activity, and posting to the accounts system and general ledger....