Our Jobs
Employee Benefits Account Manager
Employee Benefits Account Manager
This is a client-facing position and with competencies and advanced knowledge of benefits insurance services, HR administrative functions and plan design. Emphasis on proactive client service and main liaison between the client and carrier/vendors.
Responsibilities
- Onboard new clients by working with incumbent carriers for takeover information, add account to agency management system and other resources, ensure carrier appointment/licensing paperwork is in place.
- Communicate and coordinate renewal decisions with current and new carriers, ensure paperwork is completed accurately and timely, lead implementation process with carrier and client.
- Prepare open enrollment materials, lead open enrollment meetings (in person and virtual), coordinate materials and resources with carriers and account.
- Respond to account inquiries appropriately and professionally via multiple channels of communication such as phone, email and occasional in-person meetings.
- Maintain client files including the clear documentation of account detail in agency management system, ensure appropriate and necessary documents are saved, such as polices, attachments, emails, and correspondence.
- Assist in the small group RFP process, spreadsheet and compare carrier proposals, and provide summary of programs and options that are designed to support clients in making decisions about insurance programs.
- Remain current on vendor/carrier plans and programs, industry trends and legislation.
- Consistently follow client service workflows and appropriately engage internal resources and escalate as necessary
- Develop and maintain positive working relationships by collaborating with coworkers and insurance carriers.
Qualifications
- Knowledge of medical, dental, vision and ancillary benefits is required
- Microsoft Office suite experience required (Excel, Word, PowerPoint)
- 2 – 4 years in a similar role or Human Resources benefits role; Prior broker experience preferred, experience with self-funded plans is a plus
- Familiar with HRIS systems, EDI process with carriers is a plus
- Ideal candidate will be detail oriented and organized, have a sense of urgency, be a problem solver, servant leader, and good communicator; team player with ability to build rapport, confidence, and trust externally and internally
In addition to your annual base salary, you will be eligible for a performance-based incentive and the opportunity to participate in our Employee benefits plan.
Welling Young, LLC. does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/veteran.
Interested in this position?
Please send your resumé to Ethan Schwartz
Property Underwriter
Property Underwriter
Our client is an MGU responsible for underwriting property based housing. Their Dallas based, national program is fast paced and growing. The Underwriter position will evaluate submissions, determine best coverage and deductible options, provide quotes, approve binders, and policies for issuance. Professional and timely communication is important as well as working closely with Agencies to provide best in class service to the programs producers.
Responsibilities
- Onboard new clients by working with incumbent carriers for takeover information, add account to agency management system and other resources, ensure carrier appointment/licensing paperwork is in place.
- Communicate and coordinate renewal decisions with current and new carriers, ensure paperwork is completed accurately and timely, lead implementation process with carrier and client.
- Respond to account inquiries appropriately and professionally via multiple channels of communication such as phone, email and occasional in-person meetings.
- Maintain client files including the clear documentation of account detail in agency management system, ensure appropriate and necessary documents are saved, such as polices, attachments, emails, and correspondence.
- Remain current on vendor/carrier plans and programs, industry trends and legislation.
- Consistently follow client service workflows and appropriately engage internal resources and escalate as necessary
- Develop and maintain positive working relationships by collaborating with coworkers and insurance carriers.
Qualifications
- High level of organization skills
- Ability to provide high level of customer experience
- Highly effective verbal and written communication skills
- Ability to work closely with others
- Requires high level of detail
- Proficient in Microsoft Excel and Word
- Capacity to work efficiently and effectively in a fast paced environment
Interested in this position?
Please send your resumé to Benjamin Marshall
P&C Producer
Property & Casualty Producer in Virginia & North Carolina
We have recently been retained by a very well respected insurance agency seeking to hire an experienced Producer. Our client offers best in class back office services and support to help you grow your book of business. This job can be worked remotely in the Mid- Atlantic/ Southeast region focusing mainly in Virginia and North Carolina. This position will offer an aggressive compensation to help solidify the role as long term and build long term relationships with clients.
Interested in this position?
Please send your resumé to Damian Roberts
Commercial Insurance Producer
Commercial Insurance Producer
Welling Young works with multiple independent commercial insurance retail agencies (Top 100 national rankings) within the DFW and Houston markets. These agencies are seeking Commercial Insurance Producers who want to build quality books and achieve Partnership/Equity plans. These agencies have excellent back-office support, sough after direct appointments with top markets, and excellent marketing teams to assist with placement. While building your book, they offer top compensation plans and aggressive commission splits. Reach out to have a conversation about how we can connect you with the right agency in both metroplexes.
Interested in this position?
Please send your resumé to Ethan Schwartz
VP Marketing & Business Development
VP Marketing & Business Development
Welling Young is working with a long-time client seeking to expand their field sales force. This client is an independent commercial insurance holding company which operates multiple MGU’s/Programs as well as an insurance carrier. This role would be responsible for appointing new Agents within various regions over the USA. Currently we have three positions below for the following territories.
- Northeast – Connecticut, New Jersey, Delaware, Pennsylvania, Maryland
- Great Plains – Colorado, Nebraska, Wyoming, South Dakota, North Dakota, and Montana
- Pacific Northwest – Oregon, Washington, Northern California, Idaho, Nevada
This would require building relationships in a specified geographic territory and maintaining those relationships on an ongoing basis to increase premium being underwritten. This client’s MGUs specialize in underwriting Construction GL, Commercial Auto, Property, and Franchised Dealership (DOL and Garage) verticals.