Prestige Planning is a locally owned risk management and financial planning firm. We're looking for a Property and Casualty Client Relationship Manager to join our established, yet growing team! You would be serving our high net-worth clients from our office located in Lakewood Ranch, FL.

Essential Duties and Responsibilities:

Build and maintain key client and carrier relationships by phone, email and in person.
Assist assigned clients and Property and Casualty staff with service questions related to administration, billing, claims issues and problem solving, upon request.
Work with producer and other members of team to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage needs to present to client.
Attend and/or coordinate meetings with clients and/or producers to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
Coordinate files and documentation for team in SharePoint and EZ Lynx
Become proficient in the Agency Management System (EZ Lynx) and Share Point specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in Agency Management System
Provide administrative support on other tasks, such as assigned special projects and development of new ideas/services, as requested.

Qualifications:

Associate's degree or equivalent education and related training, required.
2 years of Property and Casualty or equivalent experience, required.
State-issued license, required. (2-20 and 4-40)
Good written and verbal communication skills
Good problem-solving skills
Good organizational skills
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Knowledge of Pure, Chubb, Vault and other HNW Insurance companies, preferred.
EZ Lynx Agency Management system experience, preferred.

About Us:

When you join our team, you'll also get a great culture built on our core values of Forward-thinking, Collaboration, and Consistency. It's our goal to help you not only grow in your career, but to find fulfillment in your work.

We have a big vision for our company & we’re hoping to find the right person who aspires to join us!

Benefits - We care about your personal and professional wellbeing. In addition to paying 50% of your employee health insurance premium, we offer:
All-staff birthday lunches.
Annual staff Christmas party.
Paid time off, and
Ongoing professional development to deepen your skills and optimize your talent as the marketplace evolves and changes.
Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:
Health insurance
Paid time off

Schedule:
8 hour shift
Monday to Friday

Education:
Associate (Required)

Experience:
Property and Casualty: 2 years (Preferred)
Microsoft Office: 2 years (Required)
Agency Management System (for example, EZ Lynz): 2 years (Preferred)

License/Certification:
2-20 state-issued license (Required)
20-44 state-issued license (Required)

Ability to Commute:
Lakewood Ranch, FL 34202 (Required)

Work Location: In person

Jerger & Sons Insurance Agency has been serving Pinellas County for over 55 years! We are a broker agency and can provide a wide variety of carriers and coverages to meet our customer's Property and Casualty insurance needs.

We are a family-oriented organization committed to providing competitive pay.
A comprehensive benefits pack is available with full-time employment.

This position is in an office setting.
Some daily responsibilities include:
- Answer calls regarding new and existing clients
- Advising potential and existing clients on coverage
- Creating insurance policies and policy changes
- You’ll also help resolve billing issues, change policies, and make policy recommendations
- Respond to phone calls and emails for questions sent in by the insured or companies

The ideal candidate will possess:
- 6 months to a year minimum administrative experience
- High school diploma or greater
- Prefer a candidate with an active 4-40 or 2-20 license in the state of Florida or is looking for a future in the P&C Insurance industry
- Proficiency in relevant computer applications
- Excellent attention to detail and ability to multitask
- Superior listening, verbal and written communication skills
- Ability to handle stressful situations appropriately
- Comfortable with math concepts and problem solving
- Outstanding Customer Service skills
- Must be able to work in a paperless environment using various electronic policy processing application systems

Our offices are located at 7785 66th St. N, Pinellas Park, FL 33781 in the Richard and Evelyn Jerger Building along with our sister companies: West Point Insurance Services, Storm King Claims, American Traditions Insurance Company and TJ Jerger MGA.
Typical office hours are Monday- Friday 8:30am-5:00 PM.

Please access our careers page for more information or to apply:
https://recruiting.paylocity.com/recruiting/jobs/All/a1b2e497-dbf9-430d-9d1d-be2e63040d4d/West-Point-Underwriters?source=Central%20Insurance%20School

For additional questions, please contact our HR department at 727.489.9140.

We offer a remote position to any licensed 220 agent. We will provide the software and carriers along with a virtual agent for help with filings.
What we propose is a 75-25 commission split. Agent gets 75, we get 25. Work part time, work full time, work when you want. These are your customers, we want to provide all the necessary tools for you to do what you do best, take care of your customers. We give you a 1099 at the end of the year for you to take care of your own taxes

CITON Claims Solutions, LLC is a premier provider of claim management and administration services for insurance companies, specializing in efficient and innovative solutions tailored to meet each client's unique needs. With a dedicated team of experts and cutting-edge technology, CITON Claims Solutions, LLC ensures seamless processes, accurate assessments, and prompt resolutions, delivering unparalleled value and peace of mind to our clients.



CITON is located on the beautiful space coast of Melbourne, one of the best places to live in Florida. Melbourne offers affordable housing, transportation, and other amenities. Major cities such as Orlando, Tampa, and Miami are all within close proximity.



CITON Claims Solutions LLC is a subsidiary of Orion180 Group Inc., and handles Claims Administration, Management, and Investigation.



Job Summary
Join the dynamic team at CITON Claims Solutions, LLC. In this pivotal role, you'll lead and support a team of desk examiners, ensuring the effective processing and settlement of homeowner property and liability claims. You'll also directly handle and adjust property and liability claims, upholding high standards of accuracy and efficiency. This role is vital in ensuring adherence to company policies, procedures, and regulatory compliance while providing expert guidance in property and liability claims to team members. Ideal for individuals with strong leadership skills and a background in property and liability insurance claims, this position offers the opportunity to play a significant role in enhancing our operational capabilities and contributing to our strategic goals. If you're passionate about leading a team to success and committed to driving customer satisfaction and business growth, we encourage you to apply!

Role and Responsibilities
To perform the job successfully, the individual must be able to perform each essential duty satisfactorily and should demonstrate the following competencies to consistently perform the essential functions of this position. All employees are expected to adhere to and be knowledgeable of Orion180 operations standards, established security/safety rules and requirements for attendance. The requirements listed below are representative of the fundamental knowledge, skill, and/or ability required:



Lead and support a team of desk examiners, ensuring the effective processing and settlement of homeowner property and liability claims.
Directly handle and adjust property and liability claims, maintaining high standards of accuracy and efficiency.
Ensure adherence to company policies, procedures, and regulatory compliance.
Provide guidance and expertise in property and liability claims to team members.
Efficiently manage workload distribution within the team to ensure timely claims processing.
Serve as a central point of contact for customers, agents, and adjusters, ensuring effective resolution of issues and maintenance of service standards.
Facilitate team meetings and training sessions to enhance professional skills and knowledge.


Qualifications and Education Requirements
Minimum of 5 years of experience in property and liability insurance claims.
Florida Claims Adjuster license, or ability to obtain one within 60 days of hire required.
In-depth knowledge of insurance policies and claims adjustment procedures.
Strong organizational, communication, and problem-solving skills.
Ability to manage claims independently with a high level of detail and accuracy.
Proficiency in Microsoft Office products, particularly Excel.
Experience with Xactimate software.
Bachelor’s degree preferred; relevant experience and certifications considered in lieu of a degree.
Citizenship: Must be a U.S. citizen.


Physical Demands
While performing general office duties for this position, the employee is regularly required to sit, stand and/or walk around (including the use of stairs). Other demands include the ability to openly communicate with others by talking, listening, and reading, able to lift light objects (<25lbs), and use standard office equipment such as computer, printer, and phone. In addition, there is an occasional need to bend, twist or stoop to open/close cabinets, reach for files or other standard office type objects.

Work Environment
The office environment is generally quiet and, in a temperature, controlled setting with random adjustments in noise or temperature due conversations, unscheduled maintenance repairs to the building or its interior offices or unpredictable situations due to weather or other acts beyond company control. An employee must be willing to work their regularly assigned work schedule for their duties and/or job responsibilities and in times of need, be able to work an extended schedule depending on company/department needs, project requirements or customer demands.



If you are interested in applying for employment and need special assistance or an accommodation to apply for a posted position, contact our Human Resources department at (321) 460-8484 or HR@orion180.com



All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status, and will not be discriminated against based on disability.

JOB SUMMARY
Homeowners Choice currently has openings for Client Service Representatives with the opportunity to work hybrid/remote while living in the Tampa Bay area. We are looking for individuals with a strong customer service background, seeking a career in the property and casualty industry, and driven to become subject matter experts in their new role. As a Client Services Representative at Homeowners Choice, you are responsible for providing world class service to customers regarding their insurance policy through phone, email, and fax communication.

Shift available:
Monday-Friday from 10am-7pm

ESSENTIAL FUNCTIONS
Provides exceptional customer service when responding to customer questions and concerns
Processes endorsements and policy changes forwarded by agents, policyholders, and lienholders
Assists with payment transactions and inquires
Handles First Notice of Loss calls
Keeps detailed records of transactions within our policy management system
Aids other departments during CAT (catastrophe) events
Maintains continuing education requirements
Other duties as assigned

REQUIRED SKILLS
Clear, concise oral and written communication skills
Detail oriented
Professional and courteous
Excellent problem-solving skills
Works well in a team environment and independently
Proficient in Microsoft Office and general computer skills
Quiet workspace at home with limited distractions
Reliable home internet required
Use of multiple monitor displays
Constant sitting, computer, and telephone usage

EDUCATION & TRAINING
Associate or bachelor’s degree preferred

EXPERIENCE
Two years or more related customer service experience and/or training; or equivalent combination and experience

LICENSES OR CERTIFICATIONS
Insurance 20-44 License (certified or acquired within 30 days of employment)

WORK ENVIRONMENT
Work is primarily sedentary in nature. Job operates in a professional office environment. The role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and other devices. The employee will be exposed to normal office environment conditions and temperatures. Noise level is low to moderate.

PHYSICAL DEMANDS
The role requires sitting for long periods of time, as well as working with computers and other electronic screens under fluorescent lights.

PERFORMANCE OF JOB DUTIES AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill and/or ability required. Some requirements may exclude individuals who pose a threat or risk to the health and safety of themselves or other employees. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position in compliance with HCI policy and applicable law. HCI cannot guarantee any accommodation requested by an employee and this job description does not constitute an agreement to do the same. Employees must review HCI’s policies regarding reasonable accommodation and notify the Human Resources Department regarding any accommodation request.

NATURE OF JOB DESCRIPTION
This is a primarily hybrid remote position that does require one week per quarter in-office. Candidates must live within 60 miles of 3802 Coconut Palm Drive, Tampa, 33619.

This is not a complete itemization of all facets of this position. While this is intended to be an accurate reflection of the current job, HCI reserves the right to revise the job or to require that other or different tasks be performed as assigned. This job description is not an employment agreement or contract. Employment with HCI is on an “at-will” basis and may be terminated by HCI or an employee at any time and for any reason.

Hello all,

We are seeking a Producer to join our growing team in Sarasota / Port Charlotte. We offer sales executives an opportunity to join a dynamic team with a tradition of success. Opportunity is salary plus commission transitioning to primarily commission.

The primary responsibility is to sell insurance to businesses.

RESPONSIBILITIES INCLUDE:

Develop and maintain a client base through networking and referrals
Conduct market research to identify potential clients and evaluate their insurance needs
Assess clients' current insurance coverage and provide suitable recommendations
Customize insurance programs to suit individual clients' needs and budget
Provide excellent customer service by promptly addressing client inquiries and concerns
Stay up-to-date with industry trends, regulations, and changes in insurance policies
Work with Account Managers to service and renew clients annually
QUALIFICATIONS:

Florida 2-20 Insurance License, or obtain within 60 days of employment
Strong knowledge of insurance products, including benefits administration and HIPAA regulations, or ability to learn
Proven experience as an Insurance Producer or similar role
Exceptional verbal and written communication skills
Successful business-to-business sales experience
Detail-oriented with the ability to analyze complex information

You possess…
• A passion for helping others and making a positive impact in your community.
• An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms.
• A lifelong learner mentality with a desire to continue growing professionally.
• Self‐motivation, a confident personality, high integrity, and a strong desire to succeed.

Role Description
This is a full-time role for a Financial Advisor at SFN Financial located in Sunrise, FL, with flexibility for some remote work. The Financial Advisor will be responsible for providing financial planning, finance, retirement planning, investments, and financial advisory services to clients. The Financial Advisor will also be responsible for developing and implementing comprehensive financial plans, monitoring investment portfolios and analyzing market trends.

What you’ll be doing…
• Working with clients to understand their goals, concerns, and current financial information.
• Analyzing information to create a strategy with appropriate products and services.
• Developing and maintaining a base of clients who value your input and guidance.
• Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.

Qualifications
• Financial Planning, Finance, and Retirement Planning skills
• Experience in providing Financial Advisory and Investment services
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and collaboratively
• Bachelor's degree in finance, Accounting, Business Administration or a related field.
• Master's degree or professional certification (e.g., CFP, ChFC, CLU, etc.) is a plus

Requirements
• Must be a US citizen or permanent resident
• A four‐year college degree
• Obtain appropriate licensing

Company Description:

Sunrise Financial Network, the Broward Agency of Guardian Life and Headquartered in South Florida, is a boutique financial service. With more than 15 years of expertise, we've assisted individuals, families, and business proprietors in safeguarding their most cherished assets. Recognizing the significance of steadfast long-term planning, we prioritize the establishment of solid foundations.

Our comprehensive planning services encompass wealth management, business strategizing, insurance coverage, retirement planning, and estate management. These services are enhanced by our partnerships with prestigious entities such as The Guardian Life Insurance of America, Park Avenue Securities, and Innovative Underwriters, providing specialized resources and products.

We have created a unique team-oriented atmosphere which facilitates the flow of information and expertise to everyone involved. We provide marketing experience and a company who listens to its agents and provides the necessary tools needed to help you get on top and stay there.
What makes us different from other firms?

Being a Guardian Broward Agency associate means getting access to programs that help grow your practice, whether you're advising families or business owners.
Our philosophy is about serving. We help both our communities and the financial professionals who support them. With our clients, it's not just business - it's forming lasting friendships, treating them like family.

Orion180 is a premier insurance solution provider that leverages cutting-edge technology and its dedicated team members to bring more value to its customers, independent agents, and other business partners. Orion180’s vision is to transform the insurance industry by providing excellent, results-driven service to independent insurance agents to further distance us from our competitors.



Orion180 is located on the beautiful space coast of Melbourne, one of the best places to live in Florida. Melbourne offers affordable housing, transportation, and other amenities. Major cities such as Orlando, Tampa, and Miami are all within close proximity.



At Orion180 we have fostered a culture of success based on our three pillars: Do MORE, Be MORE, and Give MORE. Innovation in technology enables us to do MORE as we harness the power of our innovative proprietary technology. Innovation in service is the catalyst allowing us to give MORE and achieve the highest level of customer care. Our innovation in culture fosters an environment that empowers us to be MORE. This innovation-focused ecosystem enables our customers to Expect MORE.

Job Summary
The Business Development Representative will support the Sales Team in establishing and maintaining contact between Orion180 Insurance and the independent agency force for their assigned territory. This role focuses on promoting the Orion180 products, assisting in the growth of agents contracted, and training agencies on products and services. The individual will be responsible for a high volume of independent agency prospecting, managing inbound agent inquiries and administering the sales system.

Role and Responsibilities
To perform the job successfully, the individual must be able to perform each essential duty satisfactorily and should demonstrate the following competencies to consistently perform the essential functions of this position. All employees are expected to adhere to and be knowledgeable of Orion180 operations standards, established security/safety rules and requirements for attendance. The requirements listed below are representative of the fundamental knowledge, skill, and/or ability required to perform the job successfully:



Support the Territory Managers in the daily administration and servicing of agency partners
Administer the entire agency on-boarding process ensuring maximum on-boarding effectiveness and compliance adherence
Prospect sales and marketing qualified leads to gauge compatibility with Orion180’s distribution strategy
Assist in special projects and initiatives in coordination with the sales team and other departments
Provide daily assistance to agents through customer service inquiries across e-mail, chat and the telephone
Maintain the agency administration and contract management within Orion180’s technology platform
Participate in planning and attending select events and conferences based on the needs of the department
Qualifications and Education Requirements
P&C or Mortgage Industry Sales or CSR Experience preferred but not required
High School diploma / GED or higher
Ability to obtain 440 or 220 P&C within 60 days

On site position available for a motivated, experienced agent. Hourly rate and bonuses. Resume is required prior to initial conversation .

Location: 820 S Main Street, Wildwood, FL 34785

Assisting the personal lines agent with policy changes, billing, and customer calls.