Employment Opportunities

Accounts Receivable Accountant (Main Office)

Summary

The Accounts Receivable Accountant is responsible for managing the accounts of our nonprofit insured members to ensure timely payment of insurance premiums. Maintaining integrity of data related to account information through internal systems is critical for proper review and action on accounts. The position requires an eye for detail and the ability to comfortably multi-task in a high-volume environment. Critical thinking and sound judgment are essential skills needed when reviewing member accounts as there is not always a “one size fits all” decision-making process. The individual must model respect and professionalism in all dealings with staff, members, and insurance brokers.

Accounts Receivable Accountant Duties and Responsibilities

Management of approximately 3000 -4000 customer accounts
Application of cash receipts, checks, and E-payments daily to insured member accounts along with processing payment reversals/corrections as needed
Manage credits, overpayments or return premiums through application to existing balance or return of funds to proper party through weekly check batch processing
Process broker commission batches monthly, check and Electronic Funds Transfer (EFT)
Coordinate preparation and review of the in-house deposit with the Finance Administrative Assistants
Contact members or brokers with regards to returned mail
Review account inquiries from members and brokers regarding billing statements, installment plans, payment arrangements, extensions.
Review and contact delinquent member and broker accounts using the finance software program
Coordinate payment courtesy notices to all past due accounts with the Finance Administrative Assistant
Generation and review of daily member billing statements for delivery via mail and email
Process Cancellation / Reinstatements of accounts
Review and follow up on accounts in a Cancellation status
Coordinate collection calls and collection letters
Process requests from members/brokers to change address/billing information, contact information, or billing type
Update member contact information
Web-enable members as needed
Serve as a backup for distribution of incoming Finance Mail and preparing member billing statements for mailing
Special projects as assigned

Required Skills

Proficient in Microsoft Word, Excel, and Outlook experience with Adobe Acrobat along with the aptitude to learn custom software
Ability to type 45-50 words per minute
Must be detail-oriented, including outstanding proofreading skills
Strong communication skills; verbal and written
Must be professional, friendly, and approachable
Must possess and maintain strong customer service orientation skills, both internally and externally
Team player with the ability to work positively with staff
Impeccable verbal and written communication skills
Must have a “hands-on, whatever it takes” approach to daily work
Ability to deliver results in a fast-paced environment
Demonstrate ability to independently manage multiple projects/tasks and prioritize with a high sense of urgency at times.
The duties of this job may require the employee to regularly bend, reach or sit for up to 3 hours at a time.

Education

2-year Accounting degree or 3 or more years of equivalent experience

Experience

3 years accounting experience
The insurance industry and nonprofit experience helpful

If you are interested in applying for a position, please submit your resume and a cover letter that tells us why you want to work for AMS, a member of the Nonprofits Insurance Alliance via our Career Page.

Associate Underwriter (Main Office or Remote)

Summary

Reporting to the Underwriting Manager and operating within guidelines established in the NIAC / ANI underwriting manual, performs risk selection and pricing on renewals, new business and endorsements. Reviews renewal and new business quotes prior to issuance. Makes marketing calls to members and brokers on an as needed basis. This position requires a great deal of creativity and latitude. Makes some marketing calls to members and brokers on an as needed basis. The requirements listed below are representative of the knowledge, skill, and/or ability required but are not all inclusive. Prior experience working remote out of a home office is required for remote positions.

Responsibilities

The Associate Underwriter responsibilities include but are not limited to:

Assess and price renewals, new business and endorsements according to guidelines outlined in the underwriting manual and within their authority level. Lines of business to underwrite include general liability, auto liability and physical damage, improper sexual conduct, liquor liability, employee benefits liability, umbrella, property and crime, social service professional liability, directors’ & officers, employment practices liability and accident.
Prepare the underwriting and rating work-up on renewal policies and new business as assigned. Such work-up to include but is not limited to:
Select and/or verify class code and premium base and rating exposure
Calculate final premium including specialty charges (special events and additional insureds)
Determine appropriate credits and/or debits to obtain a fair and sustained premium for risk
Determine coverage forms and necessary endorsements
Effectively communicate to broker quote conditions
Provide accurate documentation in the file and/or in electronic notes of underwriting thought process
Ability to think outside of the box and develop solutions for our members that address their specific insurance needs
A personal commitment to providing Inspired Service in every internal and external client engagement
Provide customer service by responding promptly and courteously to all requests for information
Ensure timely and accurate preparation for issuance of policies
Effectively communicate company standards, mission, underwriting guidelines, and requirements to brokers and/or members
Provide accurate documentation in the file and/or in electronic notes of underwriting thought process
Order/review inspection reports to assess risk quality and to confirm exposure base accuracy
Actively manage assigned book of business. Responsible for achieving company renewal retention ratio goal on a monthly basis in addition to company profitability goals
Accurate and timely processing of endorsements
Appropriately refer accounts exceeding authority level
Actively manage relationships with assigned brokers, customers and members.
Ensure that information available from internal and external resources is properly integrated into underwriting decision making
Ensure that referral guidelines are properly followed regarding all lines of business underwritten
Provides training and mentoring for other members of the Insurance Operations team when required
Miscellaneous tasks – Any and all assignments related to the insurance operations department as requested
Some travel required

Required Skills

Must possess a moderate understanding of property and casualty insurance coverages; familiarity with ISO commercial class codes is required
Knowledge of underwriting principles and processes is required
Solid mathematical aptitude
Proficient verbal and written communication skills
Ability to work independently with little direct supervision and within a team environment as needed
Basic to intermediate skills with Excel, Word, Outlook and Power Point
Candidate should be organized and able to multi-task, provide follow-up and manage a significant book of business
Strong customer service skills and a professional attitude are required
Candidate should posses excellent written and verbal communication skills, and sharp attention to detail.
Assist with training and development of less experienced staff.
While performing the duties of this job, the employee is required to bend and/or reach or sit for up to 3 hours at a time
Ability to deliver results in a fast-paced environment
The employee must occasionally lift/and or move up to 10-20lbs
Must have adequate vision (with corrective lenses if needed) to clearly view computer screen
Must have adequate hearing to perform job tasks

Experience

2-4 years related work experience as Associate Underwriter or Commercial CSR or 5 years as an Underwriting Assistant/Support Specialist or equivalent preferred
Experience in a multi-state and multi-line commercial insurance environment preferred
Prior experience working remotely from a home office 100% of the time is required for remote positions

Education

4-year degree (or directly-related equivalent experience) preferred
CIC, AINS or comparable designations preferred

Finance Administrative Assistant (Main Office)

Summary

Reporting to the Accounts Receivable Team Lead, the Finance Administrative Assistant is responsible for providing administrative and clerical support to the Finance department at Alliance Member Services. Specific job details and time allotments spent on various Finance tasks are subject to change at the discretion of the Accounts Receivable Team Lead but will include duties such as:

Finance Administrative Assistant Duties and Responsibilities

Review of past due accounts in Finance custom software program
Email payment courtesy notices to all past due accounts as set forth by AR Team Lead
Email “1 of 9” courtesy contacts as set forth by the AR Team Lead
Forward pertinent information to appropriate Accounts Receivable Accountants
Contact members or brokers with regards to returned mail
Coordinate Address updates with the Underwriting department
Update member contact information
Web enable members as needed
Preparation of the daily deposit
Distribution of incoming Finance Mail
Prepare member billing statements for mailing
Stuff statements
Bi -monthly Dividends
Perform additional general administrative department tasks and projects as assigned

Required Skills

Proficient in Microsoft Word, Excel, and Outlook experience with Adobe Acrobat along with aptitude to learn custom software
Must be detail-oriented, including outstanding proofreading skills
Must have a “hands on, whatever it takes” approach to daily work
Strong organization skills, high energy, and customer service attitude necessary
Ability to type 45-50 words per minute
Demonstrated excellent verbal and written communication skills
Must possess and maintain strong customer service orientation skills, both internally and externally
Demonstrated success using other general office data processing skills, i.e. data entry, mail merges, creating labels, bulk mailings, etc.
Ability to interact on a professional level with all of AMS personnel, as well as clients, vendors, insureds, brokers and all internal and external constituents
Abiilty to deliver results in a fast-paced environment
General office machine experience, familiarity with fax machines, copiers, printers, etc.
Must be extremely professional, friendly and approachable
Impeccable verbal and written communication skills
Demonstrated ability to independently manage multiple projects/tasks and to be able to prioritize with a high sense of urgency at times.
Multi-line phone reception experience is helpful
Must have adequate hearing to perform job tasks
While performing the duties of this job, the employee is regularly required to bend, reach or sit for up to 3 hours at a time.
Must have adequate vision (with corrective lenses if needed) to clearly view computer screen
The employee may occasionally life and/or move up to 10-20 pounds

Education

High school graduate, some college strongly preferred

Experience

One to three year related administrative work experience required
Finance or accounting background preferred but not required
Experience and interest working within the insurance industry or nonprofit a plus

Project Manager (Main Office)

Who We Are

Nonprofits Insurance Alliance (NIA) is the nation’s leading property and casualty (P&C) insurer exclusively serving nonprofit organizations. Founded in 1989 in Santa Cruz, CA, NIA is a social enterprise developing the long-term sustainability of the nonprofit sector. NIA has one of the best customer retention rates in the industry and has a well-established track record as an innovator in the areas of corporate social responsibility (CSR), specialized coverages, members services, and employee engagement.

Description

The Project Manager will report directly to the CEO with a dotted line reporting relationship to the Risk Council. The Project Manager provides the CEO and Risk Council with regular reports on the status of all projects companywide to insure they are delivered on-time, within scope and within budget. This position will provide one central hub for all project management functionality. All projects can and should be run through this office. The project manager assists all departments to make sure that project scope, goals, resource allocation, and timeframe are established and approved prior to the beginning of project and monitors all projects through completion, assisting departmental project leaders as necessary to make sure that projects stay on time and on budget and in accordance with company strategy and practices.

Responsibilities

The Project Manager is responsible for defining and managing the program-related governance process, procedures, templates, etc. supporting individual project teams and ensuring effective communications, planning, execution and governance. Specific responsibilities include:• Provide a structured governing project management body

Provide a structured governing project management body
Create a well-defined project management process or methodology, best practices and standards
Recommend project software and trains on the set up and use of project planning software companywide
Assist in the development of project scope, goals, resource allocation, and timeframe of projects companywide
Assist all departments in forecasting requirements, preparing project budgets, scheduling expenditures, analyzing variances, and initiating corrective actions
Resolve problems, completes audits, identifies trends, determines system improvements, and implements change to enhance projects companywide
Develop project scopes and objectives and make sure that all relevant stakeholders are involved and the appropriate people are assigned to the project
Provide coaching companywide on project planning and execution to help the employees best positioned to complete them
Create and maintain centralized comprehensive project documentation before, during and after projects
Identify and manage potential risks and liabilities of multiple projects
Provide CEO and Risk Council with regular progress updates on all projects companywide and offers options for improvement as necessary and escalates as needed at any time
Assure smooth communication across teams when multiple departments are assigned to the same project to ensure team actions remain in synergy
Communicate with CEO and Risk Council to keep all projects aligned with established organization goals
Perform quality control on projects throughout development to maintain the standards expected using appropriate verification techniques to manage changes in project scope, schedule and costs
As directed, work with organizational leaders to adjust schedules and targets on projects as needed
Motivate people throughout the organization to help the projects to be completed on time and in conformance with expectations.
Support the Risk Council by organizing and documenting the strategic planning process and annual establishing of objectives
Monitors and reports regularly to Risk Council on progress on annual objectives

Project Manager Qualifications / Skills

Strong written and verbal communication skills
Project and process management
Negotiation skills
Budget development and tracking and managing P and L’s
Mentoring and coaching
Critical thinking
Strong organizational and analytical skills
While performing the duties of this job, the employee is regularly required to bend, reach or sit for up to 3 hours at a time
Must have adequate vision (with corrective lenses, or other accommodative devices if needed) to clearly view computer screen

Education, Experience, and Licensing Requirements:

Eight to ten (8-10) years of experience as a project manager
Bachelor’s degree in project management, business administration, or related field or equivalent years of experience listed above
Insurance or Financial Services experience strongly preferred
PMP Certification preferred
Prior experience establishing a PMO preferred
Proficient with spreadsheet software and project management software

Senior Claims Examiner (Main Office or Remote)

Summary

Reporting to the Claims Manager or Chief Claims Officer, and working independently and with great latitude for independent action, the Senior Claims Examiner manages an inventory consisting primarily of claims with higher loss potential and complexity, and commensurate reserving, settlement authority, reinsurance reporting requirements, as well as claims of lesser exposure or severity as dictated by the needs of the department. Investigates, evaluates and settles claims within designated authority. Occasionally assigns and directs Independent Adjusters/Appraisers and regularly assigns and directs defense attorneys.

The ideal candidate would have 10+ years carrier experience and be capable of working independently as well as collaboratively and have prior experience working remotely from a home office.

Responsibilities

The Senior Claims Examiner responsibilities include but are not limited to:

Determines coverage(s) applicable to loss.
Investigates, manages and resolves claims in a timely, unbiased and informed manner in compliance with company policies, state laws and regulatory performance standards.
Sets and maintains adequate claim reserves based on facts of case and in accordance with company policy.
Conducts investigation, assigning fieldwork as necessary and appropriate, in accordance with company standards.
Determines liability.
Evaluates and pays claims within designated authority.
When requested, present coverage and claims analysis to management and make recommendations on resolution of disputed items.
Set reserves up to the positions level of authority.
Prepares and presents verbal and written claim status reports in accordance with company policy and pursuant to Reinsurance treaty requirements.
Recommends payment, evaluates and reserves claims and reports to manager cases in excess of designated authority, as well as to Reinsurers pursuant to treaty requirements.
Manages legal aspects through timely assignment of litigated cases to defense counsel, and on-going evaluation of legal process and expenses.
Maintain electronic files necessary for documentation of the claim file.
Analyzes and regularly reports to Claims Manager on the performance of defense counsel.
Represents the company at litigation related settlement conferences, mediation, and arbitration when needed.
Works closely with outside counsel to monitor claims and work with insureds to resolve underlying litigation
Participates in both internal and external audits as needed
Participates in weekly department meetings and Claims Committee Meetings as needed
Promote the team approach to case and account management.
Participates in marketing presentations and training programs as
Provide accurate, courteous and timely information to all external and internal customers concerning claims status and other inquiries.
Other duties as assigned

Required Competencies

Requires highly technical claim management skills, and significant knowledge of and experience with more than one of the following: Employment Practices Liability, Social Service Professional, Sexual Abuse, General Liability, and/ or Business Auto; or Commercial Property expertise .
Ability and willingness to obtain adjuster licenses as needed in various states.
The incumbent will demonstrate a thorough knowledge of current tort law and case law trends with respect to all casualty lines of business, civil procedure, insurance policy(s) and contract(s).
Must demonstrate good written and oral communication skills.
Must be organized and possess strong follow-up skills.
Requires the ability to analyze and apply creative solutions to claim issues.
Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to details
Strong negotiating skills, excellent telephone, written and verbal communication skills are essential.
Possesses and regularly demonstrates objectivity and pragmatism as well as strong conflict resolution skills
Ability to manage total loss cost outcomes including ALAE to achieve superior results for our members and the company
Incumbent must be aware of and follow guidelines concerning confidentiality.
The position communicates with legal and medical personnel, third party claimants, policyholders, producers, Reinsurers, and senior level staff throughout the company.
Demonstrated capability for working with a high level of independence
Ability to deliver results in a fast-paced environment
Positive approach, can-do attitude, flexibility and ability to operate with grace under pressure
Ability to model and uphold appropriate professional boundaries in work with member-insureds
Collaborate with other staff members and external partners
Interest and commitment to the mission of the organization
Commitment to inspired service
Communicate effectively orally and in writing
While performing the duties of this job, the employee is regularly required to bend, reach or sit for up to 3 hours at a time
Must have adequate vision (with corrective lenses, or other accommodative devices if needed) to clearly view computer screen
Must have adequate hearing to perform job tasks
PC literacy required; proficiency in Windows, Word, and Outlook preferr
Travel required as necessary and must be able to be productive while traveling on business, including the ability to utilize laptops and other business tools as provided, subject to reasonable accommodation, if needed.
Must have adequate hearing to perform job tasks
Ability to mentor peer groups or more junior claims staff, as requested.

Experience

The position generally requires a minimum of ten or more years of progressively more difficult claims handling experience.

Education

Four year college degree or equivalent business experience.

Underwriter (Main Office or Remote)

Summary

Reporting to the Underwriting Manager and operating within guidelines established in the NIAC / ANI underwriting manual, performs risk selection and pricing on new business, renewals and endorsements. Reviews new business and renewal quotes prior to issuance. Makes marketing calls to members and brokers on an as needed basis. This position requires a great deal of creativity and latitude. Makes some marketing calls to members and brokers on an as needed basis. The requirements listed below are representative of the knowledge, skill, and/or ability required but are not all inclusive. Prior experience working remote out of a home office is required for remote positions.

Responsibilities

The Underwriter I responsibilities include but are not limited to:

Assess and price new business, renewals and endorsements according to guidelines and authority as outlined in the underwriting manual. Lines of business to underwrite include general liability, auto liability and physical damage, improper sexual conduct, liquor liability, employee benefits liability, umbrella, property and crime, social service professional liability, directors’ & officers, employment practices liability and accident
Prepare the underwriting and rating work-up on all new business and renewal policies as assigned. Such work-up to include but is not limited to:
- Select and/or verify class code and premium base and rating exposure
- Calculate final premium including specialty charges (special events and additional insureds)
- Determine appropriate credits and/or debits to obtain a fair and sustained premium for risk
- Determine coverage forms and necessary endorsements
- Effectively communicate to broker quote conditions
- Provide accurate documentation in the file and/or in electronic notes of underwriting thought process
- Ability to think outside of the box and develop solutions for our members that address their specific insurance needs
A personal commitment to providing Inspired Service in every internal and external client engagement
Provide customer service by responding promptly and courteously to all requests for information
Ensure timely and accurate preparation for issuance of policies
Effectively communicate company standards, mission, underwriting guidelines, and requirements to brokers and/or members
Provide accurate documentation in the file and/or in electronic notes of underwriting thought process.
Order/review inspection reports to assess risk quality and to confirm exposure base accuracy
Actively manage assigned book of business. Responsible for achieving company renewal retention ratio goal and amount of new business written on a monthly basis in addition to company profitability goals
Actively manage relationships with assigned brokers, customers and members.
Ensure that information available from internal and external resources is properly integrated into underwriting decision making
Ensure that referral guidelines are properly followed regarding all lines of business underwritten
Provides training and mentoring for other members of the Insurance Operations team when required
Miscellaneous tasks – Any and all assignments related to the insurance operations department as requested
Some travel required

Required Skills

Strong technical P&C underwriting knowledge and skills
Intermediate knowledge of ISO commercial class codes and CLM rules, forms, rating and regulatory requirements
Strong knowledge of NIA polices and coverages and how they differ from competitor’s forms and coverages.
Strong knowledge of underwriting and pricing principles and the ability to use this knowledge to make underwriting and pricing decisions with little oversight
Results-oriented, self-motivated problem solver with excellent verbal and written communication skills
Consistent customer service focus for members and brokers
Ability to organize and prioritize workload with little supervision and efficiently make sound business decisions within level of authority
Capacity to manage multiple tasks in response to both written and verbal requests
PC literate. Basic to intermediate skills with Word, Outlook and Power Point. Intermediate skills in Excel
Should expect to assist with training and development of less experienced staff. This includes the ability to do formal and informal training sessions/classes
Candidate should possess excellent written and verbal communication skills, and sharp attention to detail. This includes strong documentation skills
Ability to collaborate with other staff members and external constituents
While performing the duties of this job, the employee is required to climb, stoop, bend, reach or sit for up to 3 hours at a time. The employee must occasionally lift/and or move up to 20lbs
Must have adequate vision (with corrective lenses if needed) to clearly view computer screen
Must have adequate hearing to perform job tasks

Experience

2-4 years working as an Underwriter I or have minimum 5 years as Commercial CSR or Associate Underwriter or equivalent preferred

Experience in a multi-state and multi-line commercial insurance environment preferred
Prior experience working remotely from a home office 100% of the time is required for remote positions

Education

4-year degree (or directly-related equivalent experience) preferred
CIC, AU, AINS or comparable designations preferred

Accounts Receivable Accountant (Main Office)

Associate Underwriter (Main Office or Remote)

Finance Administrative Assistant (Main Office)

Project Manager (Main Office)

Senior Claims Examiner (Main Office or Remote)

Underwriter (Main Office or Remote)

Learn More

Search