Insurance Services Job Description
Insurance Services Duties & Responsibilities
To write an effective insurance services job description, begin by listing detailed duties, responsibilities and expectations. We have included insurance services job description templates that you can modify and use.
Sample responsibilities for this position include:
Insurance Services Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Insurance Services
List any licenses or certifications required by the position: CPA, LLM, ARM, CPCU, TFS, JIRA, DB120.1, OCI, COPE
Education for Insurance Services
Typically a job would require a certain level of education.
Employers hiring for the insurance services job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Finance, Accounting, Graduate, Education, Agriculture, Computer Science, MBA, Management, Leadership
Skills for Insurance Services
Desired skills for insurance services include:
Desired experience for insurance services includes:
Insurance Services Examples
Insurance Services Job Description
- Creating valuation- and review models in Excel
- Supervise, train, and mentor associates and interns on engagements and assess performance of staff for engagement reviews
- Consistently exceed revenue targets and margin responsibilities
- Methodical and diligent prospecting skills to build pipeline
- Ability to build relationships with customers and engage in consultative selling
- Qualify customers by determining needs, ability to buy and decision making capability
- Produce policy documentation in line with the requirements of the client, including specialised evidence of cover applicable to each specific sector
- Check, authorise and issue invoices and documentation for Lloyds of London and international insurance markets
- Calculate original and/or additional and returned premiums, including complex calculations in accordance with bespoke policy conditions
- University degree in statistics, computer science, mathematics or equivalent
- Valid agent or broker personal-lines damage insurance licence from the Autorité des Marchés Financiers du Québec
- Minimum of 3 years of experience in sales of damage insurance products
- Bachelor's in Business, Risk Management, or related field of study
- 3-5 years of progressive experience in professional services with in-charge experience desirable
- Ability to supervise staff and lead projects, provide effective feedback as needed
- Experience in transaction analysis
Insurance Services Job Description
- Information management expert with 10 to 15 years’ experience meeting the needs of a multi-line organization
- A proven record of leading and managing people
- 8 to 10 years leadership and people management experience
- External/internal network of key influencers and thought leaders
- Responsible for the review of Broker Price Opinions, Appraisals and other Valuation Products for quality control and valuation purposes
- Understand/Learn the details of valuations by supporting the team in - and conducting valuations for Risk & Insurance purposes
- Broaden your professional expertise by on the job learning
- Assists in preparing reports and schedules summarizing findings to be delivered to clients and other parties
- Define the business strategy, product strategy and offering of location services for User Based Insurance (UBI)
- Identify, evaluate and manage key partnerships with the players in the insurance value chain
- Office located in Winter Haven, Florida*
- Significant experience of specifically selling IT solutions in Insurance vertical
- Experience and understanding of the Insurance vertical, experienced in making proposals and delivering presentations
- Knowledge and experience of selling within the European market with a contact base
- Self-motivation to individually generate new business with prospects
- Experience of global delivery model
Insurance Services Job Description
- Work together with Product Marketing to develop the essential set of product collateral that highlights the value, core capabilities and competitiveness of our offering
- Be the thought leader on the domain and represent your products on external events and forums
- Build and manage relationships with priority business unit management, serve as a key member of stakeholder’s management team to support implementation of business strategies through advanced procurement initiatives and team alignment, facilitate the entire sourcing process and closely collaborate with clients to select and award business to suppliers
- Define insurance-relevant client value propositions for increased operational efficiency, better information, enhanced client service and other drivers of value in addition to support the go-to-market strategy for the Insurance Financial Management services offering
- Charter and drive transformation projects that include aspects of change to processes, operating models, package systems, custom systems, data and integration components
- Drive an integrated solution design for transformation programs that include the business solution such as the roles and process, reporting, technology and data component
- Demonstrate strong subject-matter experience with Business Change, Process, Technology and Data in specific domains of Insurance such as Underwriting, Claims Finance and Actuarial
- Implements SBS Service initiatives and processes to improve all aspects of Service Delivery
- Communicates strategic goals to the Client Service teams
- Determines the team training requirements
- P&C license preferred, open to non-licensed candidate interested in getting their license
- Minimum 2 years customer service experience in Personal Lines, preferably in call center environment
- Exceptional attention to detail with a methodical and conscientious approach
- The ability to identify anomalies, investigate and subsequently resolve, in a logical and efficient manner
- Excellent numeracy skills and comfortable dealing with large volumes of data in a process driven environment
- Minimum of 10+ years of enterprise sales or account management experience within Property and Casualty Insurance
Insurance Services Job Description
- Oversee operations for the organization's newly created property and casualty insurance line of business
- Oversee the financial condition of CAIS within the budgeted guidelines approved by the CUSO One Board of Directors
- Establishes business goals, including sales and profitability goals, in alignment with overall corporate strategies
- Develops individual and team objectives, tracks performance, and implements process improvements meant to improve the business unit's effectiveness
- Responsible for coaching, mentoring, hiring, performance management and creating development and improvement plans for agents and operations staff
- Develop and execute a robust high-impact property and casualty insurance strategy, vision and roadmap that are aligned with the overall strategic business goals and plan
- Lead the insurance services strategy from development through implementation
- Influence organizational leaders on new product offerings and services, and maintain a high level of interaction and collaboration across the organization
- Work closely with credit union lines of business to enhance member experience and to identify new revenue streams, business models and channels
- Attend credit union functions, conferences, and other community meetings as necessary to promote the interests of CAIS
- Ability to work in an advisory role
- Proven track record of success, with a management style focused on collaboration and participation
- Experience with design and coding in Database Platform/applications, such as DB2, Oracle, Mainframe, BI database tools • •bachelor's or master's degree in computer science, computer engineering or related discipline or equivalent work experience • Previous project management experience preferred in system development
- At least one (1) year of experience in a client environment
- Minimum of 4 years strategy consulting experience in the financial services industry
- 8 – 10 years working experience, has previously worked in analytics for Insurance domain and understands Claims, Distribution and Underwriting / Pricing
Insurance Services Job Description
- Conduct calls to the member base to qualify cross-sell opportunities
- Advise Account Executive as to the level of interest/ability of the lead
- Build strong relationships with all internal departments and business units
- Support monthly, quarterly, and yearly pipeline and forecast goals and define objectives that can convert into qualified opportunities
- Call on local businesses to discuss partnership opportunities designed to add value to the Senior Promise Program and increase the value of benefit offerings within the Senior Promise Program
- Assist Department managers when requested, with statistical data and reports related to program operations for both Senior Promise and Insurance Services
- Deal directly with both Senior Promise customers and Medicare Insurance customers either via telephone, electronically, or face to face
- Confer with appropriate department manager to suggest process improvements, designed to maintain peak productivity and to streamline methods and operations
- Implement best practices in project management and product development
- Participate in the development of techniques and tools to improve the efficiency and quality of deliverables
- You study engineering / business administration / economics and is scheduled to graduate (or just recently graduated) as a Master of Science
- Previous experience on managing products, technology or software solutions in a Product Management or Product Marketing role
- Knowledge and insights on Insurance sector in combination with the ability to turn data into meaningful and to the point information is a clear asset for this role
- Track record of creating a product concept and turning that in to a commercially successful offering
- M.Sc or MBA is preferred
- Define and build alternative asset class accounting model in line with client expectations for new business opportunities being implemented