Insurance

• Meet with client members to assess their insurance needs and recommend appropriate coverage
• Provide exceptional customer service, address client inquiries, and resolve issues promptly
• Build and maintain a network of client members through referrals, networking events, and community engagement
• Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills
• Meet or exceed business development goals
• Guide members through financial milestones and create financial plans
• Build relationships rooted in trust, service, and shared values
• Participate in community service and local volunteering

Insurance Agent

• Meet with client members to assess their insurance needs and recommend appropriate coverage
• Provide exceptional customer service, address client inquiries, and resolve issues promptly
• Build and maintain a network of client members through referrals, networking events, and community engagement
• Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills
• Meet or exceed business development goals
• Build relationships rooted in trust, service, and shared values
• Guide members through financial milestones and support community engagement

• Meet with client members to assess their insurance needs and recommend appropriate coverage
• Provide exceptional customer service, addressing client inquiries and resolving issues promptly
• Build and maintain a network of client members through referrals, networking events, and community engagement
• Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills
• Meet or exceed business development goals

• Administer the company’s construction-related insurance and risk management programs supporting new construction, acquisition-rehabilitation, and other development activities
• Support placement, administration, and renewal of builder’s risk insurance programs
• Administer project-specific and master builder’s risk programs throughout the development and construction lifecycle
• Assist with builder’s risk claims from initial notice through investigation, documentation, adjustment, resolution, and recovery
• Support placement, renewal, and administration of construction liability insurance programs
• Manage or monitor construction liability claims through settlement and release
• Administer the subcontractor default insurance program, including prequalification, enrollment, financial review, default administration, claims coordination, and loss-reserving input
• Review loan, construction, design, consulting, and project-related documents for insurance, indemnification, risk allocation, and bonding provisions
• Identify and communicate contractual insurance or risk-transfer concerns and help implement solutions
• Coordinate responses to insurance questions and requirements from lenders, investors, joint-venture partners, contractors, consultants, and other stakeholders
• Analyze coverage, premiums, claims, retained losses, deductibles, self-insured retentions, and other program costs
• Track and report construction insurance costs, claims activity, loss trends, program performance, and emerging risks to senior Finance and Risk leadership
• Develop loss-control and risk-mitigation strategies
• Maintain project, exposure, insurance, and claims information in risk management systems and reporting tools
• Build partnerships with internal teams and external insurance and construction stakeholders
• Perform additional projects and duties as assigned

Risk & Insurance Manager – Development & Construction

• Obtain and manage insurance authorizations for medical services, complex procedures and treatments, and complex insurance plans
• Obtain insurance verification as needed
• Serve as a liaison among patients, facilities, physicians, and departments for timely and accurate authorization
• Collaborate with internal and external stakeholders to resolve authorization challenges
• Provide timely authorization-status updates
• Initiate and manage authorization processes for medical services and simple procedures and treatments
• Maintain accurate records of authorization requests and approvals
• Document communications with insurers, healthcare professionals, and internal stakeholders
• Gather documentation from healthcare providers for authorization requests
• Respond to requests and maintain communication regarding authorization status and resolution
• Follow documentation standards and make timely, accurate account notations
• Maintain knowledge of insurance regulations, policies, and procedures
• Verify proper insurance authorization before scheduled appointments
• Organize workload, prioritize tasks, minimize incidental overtime, and support team members
• Suggest process improvements and adapt to changing demands

Senior Insurance Verifier

• Support the Multi-Peril Crop Insurance, Private Products, and Named Peril claims group
• Build and maintain professional relationships with Area Claim Supervisor, policyholders, agents, and other adjusters
• Record and transmit loss information to determine potential damages according to FCIC, NCIS, and company procedures
• Complete field inspections, read maps and aerial imagery, measure fields, and measure storage bins
• Use company software proficiently and monitor company communications daily
• Follow FCIS, state, and company rules, regulations, policies, and procedures for MPCI and private products
• Complete initial and ongoing training and certifications required by FCIC and state regulations
• Explain adjusting procedures and findings to policyholders and agents
• Conduct fact-finding and investigate crop damage to determine potential indemnities
• Train field claims staff on claim procedures, best practices, and compliance standards
• Travel locally and occasionally out of town for training and meetings

Senior Crop Insurance Adjuster

• Complete paid pre-licensing training for a Property & Casualty insurance license
• Support customers by phone and email with new policy quotes and billing inquiries
• Process endorsements, cancellations, and coverage updates
• Navigate underwriting questions and explain insurance protection to clients
• Ensure transactions comply with industry regulations and internal quality standards
• Transition from trainee to licensed P&C insurance professional

Property & Casualty Insurance Licensing Program

• Serve as a trusted advisor to clients navigating final expense life insurance options
• Conduct thorough needs assessments via phone to understand coverage goals, budget, and health profile
• Educate clients on final expense whole life products, policy features, underwriting tiers, and coverage amounts
• Match clients with the most suitable carrier and product
• Guide clients through the application and underwriting process
• Build meaningful relationships with seniors and their families
• Work a pipeline of company-provided leads
• Meet or exceed individual sales goals while tracking activity and pipeline in the CRM
• Stay current on state insurance regulations, carrier guidelines, and compliance requirements
• Document sales and service activities in the CRM system
• Collaborate with managers, trainers, and team members
• Support additional duties and special projects as needed

Life Insurance Sales Representative

• Provide expert support to existing clients
• Identify opportunities to offer additional products or services
• Deliver professional and courteous service via phone, email, or web inquiries
• Resolve client requests and maintain relationships supporting retention
• Identify upselling and cross-selling opportunities
• Collaborate with team members and leadership throughout the policy cycle
• Troubleshoot escalated service, billing, and claims issues
• Document interactions and maintain accurate records in internal systems
• Stay informed on industry trends and recommend solutions based on client needs
• Support and mentor junior colleagues when needed

Property & Casualty Insurance Agent

• Support the Multi-Peril Crop Insurance, Private Products, and Named Peril claims group
• Build and maintain professional relationships with Area Claim Supervisor, policyholders, agents, and other adjusters
• Record and transmit loss information to determine potential damages according to FCIC, NCIS, and company procedures
• Complete field inspections, read maps and aerial imagery, measure fields, and measure storage bins
• Utilize company software and monitor company communications daily
• Follow FCIS, state, and company rules, regulations, policies, and procedures
• Complete initial and ongoing training and certifications required by FCIC and state regulations
• Explain adjusting procedures and findings to policyholders and agents
• Investigate crop damage, perform fact-finding, record information, and determine potential indemnities
• Train field claims staff on claim procedures, best practices, and compliance standards
• Learn new crops as needed
• Travel up to 50%, primarily within a two-hour driving distance from the assigned home office
• Attend occasional out-of-town trainings and meetings