VP FINANCE

Join a fast-growing and stable business!

This Jobot Job is hosted by : Jonathan Santo

Are you a fit? Easy Apply now by clicking the "Apply" button

and sending us your resume.

Salary : $65,000 - $85,000 per year

A bit about us :

With over 15 years in business, we have been consistently enhancing client experiences by safeguarding business interests and assisting global employees. Offering a range of services including Corporate Risk and Insurance, Employee Benefits Brokerage and Consulting, and Private Client Services, we are committed to delivering tailored solutions. Our extensive resources, technological capabilities, and dedicated teams ensure clients receive comprehensive risk management, insurance, and employee benefits support, fostering asset protection and talent retention.

Why join us?

• Very competitive base salary
• Comprehensive benefits
• Long term growth potential
• Remote flexibility with a hybrid schedule

Job Details

Job Details :

We are seeking a dynamic and experienced Senior Account Associate to join our team. This permanent hybrid role offers the flexibility of working remotely and from the office, providing an ideal balance for professionals seeking adaptability in their work environment. The successful candidate will play a crucial role in managing and growing our commercial lines of business, focusing on property and casualty insurance. This role requires a high level of customer service, with a strong emphasis on relationship management and business development.

Responsibilities :

1. Assit in managing and supporting portfolio of commercial clients, focusing on property and casualty insurance.

2. Develop and maintain strong relationships with clients, understanding their business needs and providing tailored insurance solutions.

3. Prepare and process insurance documents such as certificates of insurance (COI), auto summaries, loss runs, invoicing, and endorsements.

4. Deliver exceptional customer service by responding promptly and accurately to client inquiries and concerns.

5. Collaborate with other team members to ensure a seamless and integrated approach to client service.

6. Stay updated on industry trends, regulations, and products to provide the best advice and service to clients.

7. Participate in business development activities, including networking events and client meetings, to attract new clients and grow existing accounts.

Qualifications :

1. 1-3+ years of experience in a customer service role within the insurance industry.

2. Demonstrated experience in preparing and processing insurance documents such as COI, auto summaries, loss runs, invoicing, and endorsements.

3. Strong customer service skills, with the ability to build and maintain relationships with clients.

4. Excellent communication skills, both verbal and written, with the ability to clearly explain complex insurance concepts to clients.

5. Proven ability to manage and grow a portfolio of commercial clients, with a focus on property and casualty insurance.

6. Strong organizational skills, with the ability to manage multiple tasks and deadlines.

7. Knowledge of current industry trends, regulations, and products.

8. Proficient in using computer software and systems related to the role.

9. Relevant insurance certifications are a plus.

Get ready to make a significant impact in a challenging yet rewarding environment. If you have the required experience and skills, we would love to hear from you. Apply today!

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.