Insurance Manager Job Description
Insurance Manager Duties & Responsibilities
To write an effective insurance manager job description, begin by listing detailed duties, responsibilities and expectations. We have included insurance manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Insurance Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Insurance Manager
List any licenses or certifications required by the position: CFP, AFP, ISTQB, ISEB, CPA, CFA, CLU, RM, IRDAI, JV
Education for Insurance Manager
Typically a job would require a certain level of education.
Employers hiring for the insurance manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Business, Management, Accounting, Education, Business/Administration, Marketing, Economics, MBA, Graduate
Skills for Insurance Manager
Desired skills for insurance manager include:
Desired experience for insurance manager includes:
Insurance Manager Examples
Insurance Manager Job Description
- Maintain active communication with clients throughout the audit to manage expectations, ensure satisfaction, and lead change efforts effectively
- Consult, work with and service assigned client base to make recommendations on business improvements, process improvements and serve as a trusted business advisor to the client
- Team with firm audit partners and senior managers on client proposals and business development calls
- Understand and manage firm risk on assigned audit engagements and proposals
- Deliver Quarterly / Annual regulatory reports, including MAS and IRAS returns
- Deliver Quarterly / Annual Group reporting pack
- Provide ad hoc reporting and variiance analysis
- Researches case law, current/historical statutes and regulations, and policies using various resources, including online databases, tax authority Web pages, and hard copy texts
- Drafts letter ruling requests
- Communicates by verbal and written means with regulatory authorities, clients, and others
- New Project!
- New Program
- High Profile
- End to end project lifecycle
- Been involved in new product launches and / or product enhancements
- Strategic Project
Insurance Manager Job Description
- Considering general sales practices to defend against tied selling, twisting, churning, rebating
- Coordinating with carriers to review details of groups of policies
- Running Inforce Illustrations and comparing them to original projections
- Collect data from across the Mortgage Servicing organization
- Work with peer organizations to develop and conduct Root Cause Analysis on identified issues
- Provide guidance/act as gatekeeper in the development of Root Cause Analysis and remediation plans – credibly challenge management, vendors and status quo to arrive at improved results
- Ensure actions are completed on time and with outstanding quality
- Effectively managed small audit team, work collaboratively across the organization and with vendors to ensure accurate analysis and deadlines are met
- Colleague Management of a Service Team in a centralized location, including performance reviews and concerns
- Train, Mentor, Serve as Product Line Expert
- A Bachelor’s degree in accounting or a related business field is required
- Demonstrated success in client service, staff development and business development in the Insurance marketplace is preferred
- 5+ years of public accounting or insurance company experience in a tax environment, with a concentrated focus on insurance related issues required
- A solid compliance background in insurance taxation and financial reporting for insurance companies (including ASC-740 and SSAP 101) is sought along with a strong conceptual understanding of Corporate taxation preferred
- Experience with insurance business operations, or similar work-related field preferred
- Strong skills in general accounting preferred
Insurance Manager Job Description
- Manage production of detailed business cases and investment appraisal including presentations up to Services senior management
- Respond to internal and external related customer inquiries
- Promote cross-sell, account round and referrals
- Provide a strong focus on customer retention
- Discover/recommend efficiencies & implement improvement
- Partnering closely with the sales, consultant relations and client service group, presenting to existing clients, prospects, and consultants, and presenting at industry conferences
- Creating periodic industry thought pieces, and providing input, as needed, to RFP’s and various presentations and ad-hoc reports
- Liaise with internal and external stakeholders to secure the placement of worldwide property and casualty coverage, workers’ compensation/employers’ liability programs, D&O and other placements
- Elaborate a global and integrated risk assessment map whilst quantifying and balancing the Company’s risk appetite
- Proactively communicate with internal and external stakeholders to reduce Total Cost of Risk
- Responsible for overseeing compliance with both internal policies and external laws and regulations
- Working closely with the Office of the Trustee on quarterly and Board insurance reporting and insurer appointment
- Oversight of end of year statements, contributions/tax deductions, PAYG annual statements for DI claims
- Work with Tax on the monitoring of the financial position of the division – accumulated tax credits
- Periodic review of insurance strategy and associated legal entity and regulatory reporting
- Escalations regarding insurance disputes, cover and claim declines
Insurance Manager Job Description
- Negotiating supplier funding where required for supporting the CSA product
- Detailed margin control and analysis of existing CSA product performance, setting recommended proposition pricing for channel partners
- Work on detailed end to end CSA proposition design and execution plans, regular trading and effectiveness meetings with key channel partners in particular UK&I
- Consult regularly with regulatory and compliance functions
- Support consumer testing when reviewing opportunities to improve product design
- Good commercial awareness and appreciation of customer service needs
- Effective working to turn ideas and plans into successful operating initiatives
- Industry experience desirable in order to bring credible business acumen to inform planning and decision-making
- Good ability to lead and work within a commercial team, demonstrating a collaborative style and building trust to energise and inspire colleagues to deliver their common objectives
- Good communication skills, used to influence and negotiate with key stakeholders – in particular around the group
- Qualified Accountant with at least 6-8 relevant working experience in Insurance industry
- Knowledge of IFRS, MAS reporting and IRAS returns
- Background, experience of Insurance accounting and reporting
- Good knowledge of SUN and Hyperion accounting system
- Thorough knowledge of branch sales and service processes (ie
- Own and drive the product goals and backlog for specific Strategic Application(s)
Insurance Manager Job Description
- Assist with certificates of insurance or other insurance support services as needed
- Deliver solutions that accomplishes business objectives with on-time delivery, budget adherence, and exceptional quality
- Responsible for leading Direct to Consumer delivery team including providing PM support
- Responsible for providing updates to leadership including the Director of D2C
- Work with Director to ensure priorities are correctly identified and provide updates
- Act as a contact for partner relationships
- Responsible for ongoing support and day to day operations with program(s) and partner relationships
- Define and manage the project schedule and resourcing needed to cost effectively accomplish project objectives
- Manage financials closely to achieve the planned project budget
- Develop improvement proposals and present them to leadership for consideration
- Strong customer relationship, communication, and leadership skills, and the ability to thrive in a fast-paced environment
- Think strategically and research market trends in order to understand the technical needs for the application
- Experience working in an Agile dynamic software development environment strongly desired
- Preference is for a West or Midwest-based candidate to support the Western United States client accounts
- 7-10 years' experience in Personal Insurance & Management
- Life & Health License preferred, not required