Finance & Insurance Manager jobs in York, PA
Finance & Insurance Manager offers finance or insurance options to clients through established relationships with lenders/providers. Explains offerings and recommends products to meet the needs of the client. Being a Finance & Insurance Manager negotiates contract terms and rates to meet the goals of the organization. Ensures applications and paperwork are completed correctly and in a timely manner. Additionally, Finance & Insurance Manager may Require a bachelor's degree. Typically reports to a head of a unit/department. The Finance & Insurance Manager supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Finance & Insurance Manager typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
Recently Added Finance & Insurance Manager jobs
- McConkey Insurance & Benefits
-
York, PA
FULL_TIME
-
McConkey Insurance & Benefits, a ten-time Best Places to Work in PA recipient and a nationally recognized Best Places to Work in Insurance, is experiencing growth within our Business Insurance division. The Client Service Manager position offers an excellent opportunity for a motivated and experienced client service professional to join our team.
The Client Service Manager manages an existing book of business providing exceptional service to our clients. This role works closely with the Business Insurance Executive to assure all clients’ insurance needs are met.
McConkey’s comprehensive training program is designed for that right individual that is eager to learn and grow their insurance career within the Business Insurance field. The McConkey employee experience is our best benefit but in addition, we offer a hybrid work environment (both an in-office presence and ability to work remotely), excellent employee benefits, paid time off and so much more!
The Client Service Manager will be responsible for:
- Develop and maintain effective working relationships with Business Insurance Executives, Business Insurance Consultants, clients, and insurance carriers
- Input and maintain all electronic files/client information in the client management system while following established workflows and procedures
- Respond timely to all incoming telephone calls and emails including questions from clients, carriers and co-workers
- Prepare Renewal Strategy Review and Proposals for each client annually
- Prepare all binders, Certificates of Insurance, Evidence of Property, auto ID cards, E&S affidavits and other items related to the binding of new and renewal business
- Manage the marketing process at renewal as directed by the Business Insurance Executive/Consultants which includes negotiating with underwriters, follow up, review and comparison of quotes
- Maintain integrity of the client management system by monitoring reports on a consistent basis
- Review and process open activities daily
- Request endorsements as needed
- Review endorsements, audits and policies for accuracy and prepare for client delivery using standardized wording
- Utilize Client Service Associates for specific workflows when directed by management
- Issue Certificates of Insurance, including reviewing contractual insurance requirements for compliance
- Rate with various carriers as needed
- Attend and participate in all department and company meetings
- Demonstrate teamwork by assisting co-workers when directed by management
- Ensure that the professional standards of McConkey are being met
- Perform other duties as assigned by management
The best candidate for this position will have:
- College degree or advanced education preferred
- Current Property & Casualty insurance (or must obtain within three months of hire)
- At least two years of Business Insurance service experience preferred
- Excellent communication skills, both written and verbal
- Organizational skills with great attention to detail
- Ability to work both independently and in a team environment
- Ability to work at fast-pace, meet deadlines, and multi-task
- Proficiency in Microsoft Office Suite
The McConkey employee experience is very important to us! We are a team-based organization, offering a hybrid work environment (both an in-office presence and ability to work remotely), excellent employee benefits, paid time off and so much more! Submit your resume to jbernstein@ekmcconkey.com to apply and learn more about how you could join our award-winning team!
- 30 Days Ago
- McConkey Insurance & Benefits
-
York, PA
FULL_TIME
- Commercial Lines Insurance - Account Manager - Hybrid Position / RemoteMcConkey Insurance & Benefits, a ten-time Best Places to Work in PA recipient and nationally recognized as a Best Place to Work i...
- 29 Days Ago
- Adams County Historical Society
-
Gettysburg, PA
PART_TIME
- Position Title: Finance Manager Status: Part-Time, Non-Exempt Reports to: Director of Operations and Executive Director Summary: The Adams County Historical Society (ACHS), a nonprofit Museum, Archive...
- 12 Days Ago
- Glatfelter Insurance Group.
-
York, PA
FULL_TIME
- Who We AreFor over 70 years, Glatfelter Insurance Group has believed in doing the right thing for our clients, agents, communities and associates. This founding principle has enabled Glatfelter to gro...
- 20 Days Ago
- Glatfelter Insurance Group.
-
York, PA
FULL_TIME
- Who We Are For over 70 years, Glatfelter Insurance Group has believed in doing the right thing for our clients, agents, communities and associates. This founding principle has enabled Glatfelter to gr...
- 21 Days Ago
- McConkey Insurance & Benefits
-
York, PA
FULL_TIME
- The Client Service Manager – Construction Will be Responsible For: Develop and maintain effective working relationships with Business Insurance Executives, Business Insurance Consultants, clients, and...
- 20 Days Ago
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0 Finance & Insurance Manager jobs found in York, PA area
- Lennar Homes
-
York, PA
- Overview Welcome Home! Build your career with Lennar! As one of the nation’s largest builders, Lennar has built over one...
- 4/23/2024 12:00:00 AM
- AutoNation, Inc.
-
Baltimore, MD
- Mini of Towson At AutoNation, doing whats right by the customer comes standard at 300 locations coast to coast, so its n...
- 4/23/2024 12:00:00 AM
- MANCHESTER SUBARU
-
Lancaster, PA
- ** Sales Associate** **Job Category****:** Sales **Requisition Number****:** SALES001189 Showing 1 location **Job Detail...
- 4/23/2024 12:00:00 AM
- Everence
-
Mount Joy, PA
- POSITION SUMMARY Provide service, basic planning, and product sales for an assigned group of clients in the Central Penn...
- 4/23/2024 12:00:00 AM
- Everence
-
Mount Joy, PA
- POSITION SUMMARY Provide service, basic planning, and product sales for an assigned group of clients in the Central Penn...
- 4/23/2024 12:00:00 AM
- Modern Woodmen of America
-
York, PA
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/22/2024 12:00:00 AM
- Modern Woodmen of America
-
York, PA
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/20/2024 12:00:00 AM
- Modern Woodmen Of America
-
York, PA
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/20/2024 12:00:00 AM
About York, Pennsylvania
were up 1.5% from a year ago