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Accounting Manager

POSITION OVERVIEW:

Risk Theory creates and manages nationwide insurance programs that incorporate dynamic coverages, features, and flexible underwriting.  Risk Theory prides itself on developing professionally managed businesses that focus on niche classes of business and are intent on maintaining market leading distribution.  Additionally, Risk Theory operates within many aspects of the insurance vertical, including wholesale distribution and claims handling.

As an Accounting Manager, you will play a lead role in managing and developing accounting processes for Risk Theory. This involves spending equal amounts of time between performing day-to-day Accounts Payable processes, coordinating the financial close process, and optimizing new and existing accounting procedures. Applicants must have advanced knowledge of accounting and be able to apply sound accounting practice to complex financial transactions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Manage Accounting Systems and junior level associates responsible for day-to-day accounting procedures.
• Lead Accounts Payable process and ensure timely payment to vendors and other third-parties.
• Communicate regularly with Customers to resolve any billing inquiries.
• Identify areas for process improvements and efficiencies.
• Advise operational staff on the best course of action regarding troubled accounts.
• Reconcile Income Statement and Balance Sheet accounts during month-end and year-end financial close.
• Perform Bank Reconciliations on a monthly basis
• Coordinate with business unit leaders and key individuals to develop efficient accounting practices on new business ventures.
• Coordinate independent financial audits and provide necessary back-up documentation.
• Analyze cash available for distribution to company ownership.

REQUIRED EXPERIENCE, SKILLS, AND ABILITIES:

• Experience providing excellent customer service regarding billing and invoicing.
• Experience training individuals on new processes and procedures.
• Experience participating in monthly or annual financial close.
• Experience booking Revenue and Expense transactions to a General Ledger.
• Excellent Microsoft Excel abilities including pivot tables, advanced functions (VLOOKUP, SUMIFS, etc.) and auditing and reconciling multiple datasets.
• Must have advanced knowledge of accounting principles and be able to apply sound accounting practice to complex transactions.
• Ability to work closely with others in a team setting.
• Ability to manage multiple projects and meet deadlines for deliverables while continuing to perform day-to-day tasks at a high level.
• Excellent written and verbal communication skills.

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 hiring@wellingyoung.com ATTN: Accounting

F&I Vice President of Sales

Welling Young, LLC is working with a rapidly growing full-service independent insurance agency catering to franchised auto, truck, and RV dealerships. They are a full-service independent agency providing P&C, F&I, and Employee Benefits products and services. They’re seeking sales professionals to sell and service F&I products to dealerships across the country (Preferably in CA, MN, TN, KY, NC, SC, OH, MI).

This role will strategically partner with an established P&C producer in the same territory. You will cross sell and account round with this individual to increase opportunities. Our client offers a strong salary, aggressive monthly commissions, $1200/month car allowance, and an excellent benefits package.

The management team is excellent with over 100 years of industry experience. They provide the best in-class training for their internal staff as well as their clients.

Primary Responsibilities will include, but are not limited to:

• Acquire new dealer distributors to meet or exceed the Company business plan
• Collaborate with the leadership team to strategize the most optimum program and structure for each dealer
• In conjunction with each new dealer, develop a game plan to maximize F&I income
• Assure each game plan is executed properly by delivering the training and developmental work required
• While prospecting and proposing, gather “Market Intelligence” of competitors and share with EVP, Sales Operations

Qualifications:

• 5-10+ years of automotive industry experience selling to dealerships. Preferably in the F&I Department if on the retail side
• The ideal candidate would possess knowledge of reinsurance products
• Experience and/or ability to train dealership staff on F&I products
• Strong connections in the area of focus for the position

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

P&C Vice President of Sales

Welling Young, LLC is working with a rapidly growing full-service independent insurance agency catering to franchised auto, truck, and RV dealerships. They are a full-service agency, providing P&C, F&I, and Employee Benefits products and services. They’re seeking sales professionals to sell and service P&C products to dealerships across the country marketplace (Preferably in CA, MN, TN, KY, NC, SC, OH, MI).

This role will strategically partner with an established F&I producer in the same territory. You will cross sell and account round with this individual to increase opportunities. Our client offers a strong three-year guaranteed salary while validating, excellent, aggressive splits, $1200/month car allowance, and an excellent benefits package.

The management team is excellent with over 100 years of industry experience. They provide the best in-class training for their internal staff as well as their clients.

Primary Responsibilities will include, but are not limited to:

• Acquire new dealer distributors to meet or exceed the Company business plan
• Collaborate with the leadership team to strategize the most optimum program and structure for each dealer
• While prospecting and proposing, gather “Market Intelligence” of competitors and share with EVP, Sales Operations
• Devote your exclusive attention and time during working hours to the business of the Company and perform the duties and responsibilities necessary to produce Net Commissions and Fees on behalf of the Company
• Create and maintain lead list from various sources
• Prospect and secure opportunities to provide insurance services
• Collect, review, and provide accurate and thorough submission information to account managers for marketing
• Assist in soliciting, preparation and review of insurance proposals, policies, and renewal information
• Operate as the point person to resolve customer issues (claims, billing etc.)
• Comply with all state licensing and continuing education requirements necessary to perform your duties

Qualifications:

• 5-10+ years of automotive industry experience selling to dealerships. Preferably in the P&C marketplace 
• Strong connections in the area of focus for the position

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

Commercial Insurance Producer 

Welling Young, LLC has teamed up with a rapidly growing, vertically focused independent retail agency based out of Dallas. They’re seeking experienced producers who in addition to building their books of business are willing and able to assist in the growth plans and strategy of the agency including mentoring younger producers and potentially stepping into leadership roles. You can build a large book of business with the assistance of a dedicated back-office support team to make sure every client is taken care of. Additionally, there’s huge potential for growth within this organization.

This client offers a full 3-year guaranteed Six figure salary, excellent benefits, $1000 a month car allowance, and many other perks. Their splits on commission are 70% year one, 50% year two, and 35%/35% new and renewal year three and on. We are always open to networking and willing to talk to any motivated Producer that wants to learn more about this great opportunity.

• 3 plus years of Insurance Sales Experience preferably in the retail agency space
• Excellent communication skills both verbally and written
• Excellent follow up skills
• The ability to self-manage as this role will be remote
• A track record of success and attaining production goals.
• Devote your exclusive attention and time during working hours to the business of the Company and perform the duties and responsibilities necessary to produce Net Commissions and Fees on behalf of the Company
• Create and maintain lead list from various sources
• Prospect and secure opportunities to provide insurance services
• Collect, review, and provide accurate and thorough submission information to account managers for marketing
• Assist in soliciting, preparation and review of insurance proposals, policies, and renewal information
• Comply with all state licensing and continuing education requirements necessary to perform your duties

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

Commercial P&C Insurance Account Manager

A Dallas based, fast paced and growing national Property and Casualty agency specializing in Auto Dealership Insurance coverage is looking for Account Managers to join their team.

This position will evaluate submissions, communicate with producers and markets, support the quote-to-bind-to-policy issuance process as well as the after-sale service needs of the agency and our customers. Professional and timely communication is very important.

This position works closely with Producers to provide best in class service to our agents We are looking for a decisive person who can represent the program professionally, and who has the potential to grow with us.

Responsibilities (include but not limited to):

• Works directly with Company clients to assure the highest level of customer service for all aspects of our products giving clients what they need in a timely fashion and adhering to our service standards
• Manages incoming submissions for marketing to insurers for new business and renewals
• Assist Producer(s) with production of quotes and presentations as needed
• Produces applications, binders, certificates of insurance, Auto ID cards, and endorsements as directed.
• Reviews Policies for accuracy and distribution to clients
• Assure that files are properly organized, recorded, and filed
• Assists with internal policies and procedure, efficiencies and implementing new processes and procedures
• Works with Accounting Department on all aspects of billing

Experience And Skills

• P & C insurance license preferred
• Will need to have and demonstrate very strong follow up, written and verbal communication skills and problem-solving skills
• Working knowledge of insurance agency operations
• Understanding of insurance coverages and policy language
• College degree and insurance designation(s)
• Commitment to highest level of customer service
• Ability to organize, multitask and prioritize tasks and activities and have excellent time management skills
• Ability to resolve challenges for the Company producer as well as for the client
• Ability to demonstrate a high level of interpersonal skills
• Ability to use automated systems and Microsoft Office products- in particular Excel

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

Claim Adjuster (Commercial Auto, PD & BI)

Position Overview:

Risk Point is an MGA which is responsible for underwriting franchised and non-franchised dealer open lot insurance. Our Dallas based, national program, is fast paced and growing.  This position will assure a best in class level of claims and loss prevention service by overseeing the activities of the claims third party administrator, assure that claims are handled within the program’s expectations, evaluate loss activity, and provide proactive loss prevention support to the program’s insured dealers.

We are looking for a decisive person who can represent the program professionally, with excellent communication skills and potential to grow with us.

Responsibilities:

• Provide quality customer service and ensure timely coverage analysis and communication with insured(s) and carrier.
• Directly handle assigned auto first and third party claims of entry to mid-level complexity (Collision, Comp, Cargo, Auto Property Damage, PIP, Med Pay, Bodily Injury, UM/Underinsured Motorist).
• Proactively investigate each claim with expedited and appropriate contact with relevant parties such as insureds, carrier, claimants, law enforcement agencies, witnesses, agents,  medical providers and experts to determine the extent of liability, damages, and negligence apportionment. Interview and take statements to support the investigation.
• Identify, select, and direct appropriate internal and/or external resources for specific activities required to effectively evaluate claims, such as appraisers, subrogation, counsel,  and experts.
• Verify the nature and extent of injury or damage by obtaining and reviewing appropriate records and damages documentation.
• Maintain and document claim file activities in accordance with established guidelines.
• Utilize diary management system to ensure all claims are handled timely. At required   time intervals, evaluate liability & damages exposure.
• Establish and maintain proper indemnity & expense reserves.
• Develop and employ creative resolution strategies.
• Promptly negotiate proper disposition of claims with insureds and claimants or their  legal representative.
• Appropriately manage expenses for cost-effective resolution.
• Update appropriate parties as needed, providing new facts as they become available, and their impact upon the liability analysis and settlement options.
• Appropriately handle information that is considered personal and confidential.
• Fulfill specific service commitments with the carrier and always operate within            specified authority.
• Actively provide mentoring and coaching to less experienced claim professionals to  increase technical expertise.
• Share accountability with business partners to achieve and sustain quality results.
• Evaluate all claims for recovery potential; directly handle recovery efforts and/or engage and direct resources for recovery efforts.

Minimum Qualifications

• High School Degree or GED required with a minimum of 2 years claim handling  experience.
• Experience utilizing computer technology, such as Microsoft Office, e-mail, Web-enabled applications, and database software. Ability to accurately compute a variety of numerical calculations required.
• Licensing Required: In order to perform the essential job functions of this job, acquisition and maintenance of Insurance License(s) is required to comply with provincial and  Company requirements.

Preferred Skills & Experience

• University/College degree or equivalent in business experience preferred.
• Entry to Moderate level of knowledge and skill in claim and litigation.
• Basic working level knowledge and skill in various business line products.
• Strong negotiation and customer service skills.
• Able to make independent decisions on most assigned cases without involvement of supervisor.
• Openness to the ideas and expertise of others and willingness to solicit input and share ideas.
• Entry to mid-level understanding of commercial lines products, policy language, exclusions, ISO forms, and effective claim handling practices.
• Demonstrated coaching, influence and persuasion skills.
• Advanced written and verbal communication skills.
• Ability to adapt to and support cultural change.
• Strong technology aptitude; ability to use business technology tools to effectively  research, track, and communicate information.
• Excellent reading, speaking, and writing of the English language.

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 Julie Watson

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

Commercial Auto Underwriter 

Are you the right candidate for this role?  Striker Insurance Services is growing and seeking Commercial Auto Underwriters to join our team. You will effectively underwrite and manage a book of Commercial Auto and accounts for a leader in Commercial Auto insurance.

Primary Duties

• Provide underwriting proposals and rate recommendations in a timely manner
• Utilize company underwriting models and prior experience to evaluate risk
• Carefully evaluate loss control, financial and other underwriting data to determine if a risk is acceptable
• Provide rate recommendations that are competitive and ensure long-term profitability for the company
• Ensure accuracy of policy documents and assist in drafting manuscript endorsements for assigned accounts
• Support recommendations with industry data, thoroughly document underwriting files, calculate collateral requirements and lead account review meetings
• Maintain positive relationships with internal departments and external customers
• Assist the internal sales force with marketing and networking efforts through customer and agency visits, seminars, conferences, etc.
• Monitor a book of accounts to ensure profitability and make recommendations regarding any action needed
• Conduct industry and competitor research to identify new opportunities and provide direction on business to target
• Mentor Associate Underwriters and provide interdepartmental and external training
• Review and approve Associate Underwriter quote recommendations for accuracy, completeness of analysis and compliance with pricing guidelines
• Assist in identifying improvements to the company’s underwriting processes that will lead to profitability and growth

Skills/Requirements

Required:

• Minimum 3-5 years of commercial auto underwriting experience
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Detail-oriented with effective time management skills
• Proficient with Microsoft Office, Excel and Word

Preferred:

• Bachelor’s degree in insurance, finance, business, mathematics, or related field
• 5+ years of commercial auto underwriting experience for an insurance company or MGA
• Progression toward certifications i.e. AU, CPCU, CIC, INS or ARM.
• Prior mentoring or supervisory experience

Who we are:

Striker Insurance Services provides customized Monoline Commercial Auto coverage to over 80 classes of Residential & Commercial Artisan Contractors nationwide.

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 Julie Watson

Claims Representative Dealer Open Lot

Position Overview:

Mobility Claims Group, LLC, a Risk Point company, is an industry claims services leader, providing custom tailored Third-Party Administration (TPA) programs to clients. Our Dallas based, national program is fast paced and growing.  Under moderate supervision, this position typically handles 1st party Damages to Auto Dealer’s Inventory as well as other first party auto damage claims, from the first notice of loss through resolution/settlement and payment process. Provides quality claim handling throughout the claim life cycle while maintaining compliance with internal and external quality standards and state specific regulations.

Primary Job Duties & Responsibilities:

• Directly handle assigned claims.
• Provide quality customer service and ensure file quality, timely coverage analysis and communication with insured based on application of policy information to facts or allegations of each case.
• Consult with Manager on use of Claim Coverage Counsel as needed.
• Directly investigate each claim through prompt contact with appropriate parties such as policyholders, accounts, law enforcement agencies, witnesses, agents, and technical experts to determine the extent of damages, and contribution potential.
• Interview witnesses, and take necessary statements, as appropriate.
• Oversee outside investigation as needed per case specifics.
• Actively engage in the identification, selection and direction of appropriate resources for specific activities required to effectively evaluate claims, such as subrogation, risk management, and fire or fraud investigators, and other experts.
• Verify the nature and extent of property damage by obtaining and reviewing appropriate records and damages documentation.
• Maintain claim files and document claim file activities in accordance with established
• Utilize evaluation documentation tools in accordance with department guidelines.
• Utilize diary management system to ensure that all claims are handled timely.
• At required time intervals, evaluate damage exposure.
• Establish and maintain proper indemnity & expense reserves.
• Share experience and knowledge of creative resolution techniques to improve the claim results of others.
• Apply established file management protocols and metrics to all claims, document the rationale for any departure from applicable protocols and metrics
• Develop and employ creative resolution strategies.
• Responsible for prompt and proper disposition of all claims within delegated authority.
• Negotiate disposition of claims with insureds or their legal representatives.
• Recognize and implement alternate means of resolution.
• Track and control legal expenses to assure cost-effective resolution.
• Effectively and efficiently manage loss adjustment expenses.
• Update appropriate parties as needed, providing new facts as they become available, and their impact upon the claim settlement options.
• Appropriately deal with information that is considered personal and confidential.
• Represent the company as a technical resource, act within established professional guidelines as well as applicable state laws.
• Actively provide mentoring and coaching to less experienced claim professionals to increase the technical expertise and improve bench strength.
• Share accountability with business partners to achieve and sustain quality results.
• Evaluate all claims for recovery potential; directly handle recovery efforts and/or engage and direct resources for recovery efforts.

Required Skills & Experience:

• 5 plus years of Auto Physical Damage claims experience
• Commercial auto experience
• Understanding of franchised auto dealer operations
• 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 Excel and Word

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 Julie Watson

Underwriting Assistant

We are looking for an organized, diligent, and decisive person who will represent the program professionally in our Dallas, TX office. The candidate must have excellent interpersonal and communication skills and have the potential and desire to grow with us.

Responsibilities

• Manage incoming submissions through our clearance process
• Communicate with producers to gather additional information as needed
• Work files up for Underwriting
• Data Entry
• Assist Underwriters with production of quotes as directed
• Produce binders, policies, cancellations, renewals, changes, and endorsements as directed
• Provide support duties as assigned by Underwriting
• Assure accurate filing of documents as directed
• Assist in development and implementation of processes and procedures
• Assist with special projects

Experience

• Minimum of two (2) years of experience as an underwriting assistant or customer service representative in the insurance industry. Will consider recent college graduates with 3+ years of CSR experience.
• Commercial insurance experience is preferred.

Skills

• Ability to type 40 words per minute
• High level of organizational skills
• Ability to demonstrate high level of customer service to our distribution partners
• Effective verbal and written communication skills
• Ability to work closely with others
• Requires high level of detail
• Must be proficient in Excel and Word
• Demonstrate a technical proficiency with all computer systems necessary for the efficient management of daily tasks

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 Rachel Sneed

Associate Broker, Wholesale Insurance

Risk Transfer Partners is a wholesale casualty broker specializing in placement of a wide range of business within the Energy, Construction, Environmental and Manufacturing industries. As an Associate Broker you will partner with the Broker providing superior support regarding all policies and key accounts. In addition, the Associate Broker is expected to provide high quality service to agents and companies.

Essential Duties and Responsibilities:

• Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing
• Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution
• Accurately explain coverages and liabilities to agents and/or clients
• Assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner
• Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships
• Manage all account documentation
• Initiate and coordinate renewal activity on assigned accounts
• Initiate cancellation and non-renewal notices according to statutory and contractual requirements
• Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of all pertinent data
• Facilitate the flow of information from agents and underwriters
• Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources
• Process binders, invoices, and tax filings forwarding the binder and invoice to the agent
• Monitor accounting (payment, collections, taxes, etc.) anticipating and preventing problems when possible

Competencies and Qualifications

• Must be able to understand and analyze necessary components of insurance policies
• Ability to make independent decisions following Company guidelines with minimal or no supervision
• Good organizational, time management, and detail skills
• Ability to maintain a high level of tact and professionalism
• Good leadership skills to influence other assistants in a positive manner
• Possess strong interpersonal skills
• Strong verbal and written communication skills
• Strong computer and office skills
• College degree with a concentration in business or equivalent work experience is strongly preferred

In addition to your annual base salary, you will be eligible to participate in a comprehensive and competitive benefits package.

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 Rachel Sneed or Julie Wilson

Commercial Property Claims Professional

Are you the right candidate for this role?  We are searching for someone who will be responsible for the investigation, valuation, establishment of reserves, and settlement of first party property claims within a predetermined settlement authority. Ensures that all assigned claims are concluded promptly and accurately within the provisions of the policy contract and in accordance with the damages presented.

Essential Functions

• Investigate, evaluate, and negotiate claims to reach a fair settlement
• Negotiate settlement of claims with insured while following claim best practices and within authorized settlement authority
• Handle questions on coverage with a reservation of rights letter and/or non-waiver agreement.
• Maintain a complete and thoroughly detailed claim file ensuring files are accurately detailed and all supporting documents are memorialized
• Uses proactive communication and persuasive negotiation to ensure a positive customer experience
• Treat customers in a courteous and professional manner providing timely, thorough, accurate information and assistance
• Work closely with the field appraisers to ensure accurate and timely damage evaluations.
• Adjust reserves to accurately reflect the exposure and issue payments timely to the appropriate parties
• Identify subrogation and/or salvage situations in a timely manner to protect the interests of the Corporation and request documents needed to process salvage
• Handles all claims within the guidelines of the state’s Fair Claims Practices Acts and other regulations while ensuring timeliness and KPIs are being met
• Maintain an up-to-date diary
• Maintain vital licensing and continuing education

Competencies and Qualifications

• The Ideal candidate will be detail oriented and organized, have a sense of urgency, be a problem solver, servant leader, and good communicator along with being a team player with demonstrated ability to build rapport, confidence, and trust externally and internally
• Inside or Outside Commercial Lines claim handling experience required
• Minimum 2 years of experience as an inside or outside claims professional with commercial claims as the primary focus
• Have a dedicated work from home space free of distractions as this role will allow for some remote work
• Bachelor’s Degree preferred
• Live in the DFW area or relocating to the DFW area (no relocation assistance available)

In addition to your annual base salary, you will be eligible to participate in a comprehensive and competitive benefits package.

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 Julie Watson

Commercial Lines Insurance Producer – Transportation/Commercial Auto

Description

Welling Young, LLC has been retained by a rapidly growing independent insurance agency seeking to expand its Transportation/Trucking Practice. Our client has established a top tier team of producers and back-office professionals focused solely on Transportation and Commercial Auto Accounts.

Our client offers a full three year guaranteed salary, a $1000/month car allowance and excellent splits. They pay 70% year one, 50% on all business written year 2 and 35% new and renewal from year three on. More importantly your accounts would be serviced by an account management team who specializes in trucking/commercial auto only. Our client also possesses access to top standard markets as well as some special MGUs that are specific to Commercial Auto.

Our client is headquartered in Dallas with a satellite office in Houston but has producers working remotely throughout the United States. This role could be fully remote.

Ideal candidate will possess the following:
– 3 plus years of Insurance Sales Experience preferably in the retail agency space.
– Excellent communication skills both verbally and written
– Excellent follow up skills
– The ability to self-manage as this role will be remote
– A track record of success and attaining production goals.

In addition to your annual base salary, you will be eligible to participate in a comprehensive and competitive benefits package.

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.

If you are interested in learning more about this agency and the opportunity, please contact Ethan Schwartz 

Commercial Lines Insurance Producer, California based

Description
Welling Young, LLC has been retained by a rapidly growing independent insurance agency seeking to expand its physical presence into the California marketplace. Our client is headquartered in Dallas, with a satellite office in Houston and remote sales professionals in many states across the United States. They strongly desire to enter the California market and as such are seeking to attract experienced Commercial Lines producers to join their team.

Our client offers a full three year guaranteed salary, a $1000/month car allowance and excellent splits. They pay 70% year one, 50% on all business written year 2 and 35% new and renewal from year three on and an excellent Health Benefits Plan. Our client writes and services accounts across many verticals, however they have excellent service teams with experience in Trucking, Construction, Manufacturing, Real Estate, et al.

Ideal candidate will possess the following:
3 plus years of Insurance Sales Experience preferably in the retail agency space.
Excellent communication skills both verbally and written
Excellent follow up skills
The ability to self-manage as this role will be remote
A track record of success and attaining production goals.

In addition to your annual base salary, you will be eligible to participate in a comprehensive and competitive benefits package.

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.

If you are interested in learning more about this agency and the opportunity, please contact Ethan Schwartz 

VP of Sales F&I, North/South Carolina

Welling Young, LLC has been retained by a rapidly growing full-service insurance company catering to franchised auto, truck, and RV dealerships. They sell and service P&C, F&I, and Employee Benefits. They are seeking a sales professional to sell and service F&I products to dealerships in the North and South Carolina marketplace.

This role will strategically partner with an established P&C producer. You will cross sell and account round with this individual to increase opportunities. There is an existing account base that needs to be serviced in addition to having someone add additional rooftops.
Our client offers a salary, aggressive monthly commissions, $1200/month car allowance, and an excellent benefits package.

The management team is excellent with over 100 years of industry experience. They provide best in-class training to their internal staff as well as their clients.

Qualifications:
10 years+ in automotive dealership experience preferably in the F&I department
Ideal candidate would possess experience reinsurance products
Experience and/or ability to train dealership staff on F&I products

In addition to your annual base salary, you will be eligible to participate in a comprehensive and competitive benefits package.

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.

If you are interested in learning more about this agency and the opportunity, please contact Ethan Schwartz