Grange Insurance

Financial Planning and Analysis

• Provide insight into operational and financial business performance through analysis of results vs budget
• Develop and drive annual and quarterly planning and forecasting process
• Collaborate with cross-functional teams and build relationships
• Lead the development of actionable reports
• Manage the inventory of reports using PeopleSoft/Hyperion
• Prepare and present complex financial data
• Identify trends, highlight variances, and recommend adjustments
• Recommend new financial analysis techniques
• Support finance business partners with data
• Design, maintain, and improve forecast models

Financial Planning & Budgeting Consultant

Inside Sales

• owning and managing an assigned territory
• driving profitable premium growth to achieve financial and operational goals
• managing broad and diverse agency partnerships
• handling 100+ agency storefronts and optimizing territory performance
• creating, implementing and executing territory and agency strategies utilizing all company programs
• conducting agency outreach primarily through audio or video conferences
• actively engaging with assigned agents and brokers to secure accounts and managing the pipeline from end-to-end

Inside Territory Sales Manager

Claims Specialist

• Investigates, evaluates, negotiates, and resolves assigned claims
• Handles the most complex claims with minimal manager oversight
• Establishes and maintains positive relationships with customers
• Assists in building business relationships with agents, insureds and partners
• Develops and mentors other associates
• Assists leadership in training and resources development
• Maintains proper reserving through proactive investigation
• Assists other departments with investigations as required

Claims Representative, Casualty Large Loss, Auto Injury

• Investigate, negotiate, and resolve/settle assigned claims
• Oversee vendor and legal activities
• Maintain file notes and action plans
• Manage loss severity through medical cost management

Claims Workers Compensation Loss Time Representative

Risk

• Provides efficient and effective risk evaluation services of a complex nature through timely and accurate site surveys to identify and evaluate loss exposure, hazards and controls for complex risks.
• Provides ongoing consultative risk improvement services to clients, with an emphasis on the Stewardship Program, through the analysis and evaluation of existing loss control measures, report preparation, safety consultations, and the development of recommendations and corrective action plans to reduce loss potential.
• Prepares high quality written risk control reports to communicate and document risk evaluation to internal staff.
• Prepares high quality written risk control business letters to communicate and document risk evaluation activities and results to external customers and agents.
• Conducts safety-training meetings for clients and staff to supplement safety programming.
• Promote marketing of Enterprise Risk Control services through professional surveys, inviting agents on surveys, accompanying field underwriters, attending and participating in meetings / presentations with agents, and identifying potential service opportunities.
• Achieves economic delivery of services through cost effective trip planning and territory management, which includes scheduling assigned work and maintaining a general service territory in a current condition.
• Contributes to overall Enterprise growth initiatives by identifying potential service opportunities.

Senior Risk Control Representative

• Provides efficient and effective risk evaluation services of a complex nature through timely and accurate site surveys to identify and evaluate loss exposure, hazards and controls for complex risks
• Provides ongoing consultative risk improvement services to clients, with an emphasis on the Stewardship Program, through the analysis and evaluation of existing loss control measures, report preparation, safety consultations, and the development of recommendations and corrective action plans to reduce loss potential
• Prepares high quality written risk control reports to communicate and document risk evaluation to internal staff
• Prepares high quality written risk control business letters to communicate and document risk evaluation activities and results to external customers and agents
• Provides consultative risk improvement services to clients through analysis and evaluation of existing risk control measures, safety consultations, and the development of recommendations and corrective action plans to reduce loss potential and build safety programs
• Conducts safety-training meetings for clients and staff to supplement safety programming
• In addition, may conduct safety meetings and/or safety presentations to professional groups and industry
• Promote marketing of Enterprise Risk Control services through professional surveys, inviting agents on surveys, accompanying field underwriters, attending and participating in meetings / presentations with agents, and identifying potential service opportunities
• Achieves economic delivery of services through cost effective trip planning and territory management, which includes scheduling assigned work and maintaining a general service territory in a current condition
• Contributes to overall Enterprise growth initiatives by identifying potential service opportunities