Stone Hendricks Group

Field Engineer

• Perform on-site property risk inspections and surveys for commercial clients.
• Evaluate and report on fire protection systems, loss expectancy, and general property conditions.
• Use our proprietary technology to efficiently gather data and complete risk surveys.
• Collaborate directly with clients to help them understand risks and manage their insurance premiums effectively.
• Provide expert recommendations for improving property risk profiles and risk mitigation strategies.
• Work independently, managing your own schedule, while contributing to a remote team environment.
• Stay current with industry trends and standards in risk management and property engineering.

Risk Field Engineer

Account Manager

• Account Management from A-Z.
• Holistic and consultative approach to customer service.
• Working knowledge of Property and Casualty accounts
• Research and compile answers to client policy and coverage questions
• Ability to market/quote new business and account renewals obtaining competitive coverage/cost ratios for the client.
• Experience with multiple carrier underwriters and online rating portals
• Identify, compile and manage information regarding account renewals.

Commercial Lines Account Manager

• Build and maintain relationships with clients and insurance carriers
• Conduct coverage analysis for commercial prospects and clients, and gain a clear understanding of the scope of their business
• Coordinate efforts and introduce resources to control or mitigate risk exposures
• Deliver exceptional and timely service
• Consistently increase knowledge through research and trends in products, staying up-to-date on current topics in the insurance and risk management marketplace****

Producer

• Generating leads through the development of professional relationships, cold calling, community involvement, existing clients, and internal referrals.
• Developing new relationships with individuals responsible for insurance and risk management decisions at prospective clients.
• Maintaining a consistently strong and active new business pipeline.
• Aggressively identifying and pursuing cross-selling opportunities amongst existing clients.
• Participating and taking leadership roles in targeted civic and professional associations.
• Understanding our value proposition for each opportunity and aligning the firm’s resources and expertise with individual sales strategies.
• Developing targeted coverage programs and providing proactive risk management advice that solves unique client challenges.
• Maintaining consistent and high-quality touch points with clients and prospects.
• Championing the proper advocacy of claims.
• Contributing to the performance management and career development of teammates.

Commercial Insurance Producer

Claims Specialist

• Serve as the main liaison between insured clients and workers’ compensation insurance carriers.
• Facilitate timely communication regarding claim status, settlement decisions and action plans.
• Coordinate with adjusters, medical case managers, attorneys, agents, account manager and other involved parties to promote efficient claim resolution.
• Communicate carrier recommendations and decisions to clients in a clear, professional manner.
• Monitor open claims for assigned accounts to ensure proper handling, timely deadlines and compliance with applicable regulations.
• Review loss runs and document for accuracy and new claims; identify trends, anomalies, and opportunities for improvement.
• Advocate on behalf of insured clients to ensure appropriate medical management and expeditious claim resolution.
• Collaborate with clients to implement return-to-work programs and cost-containment strategies.
• Schedule and conduct Zoom, Teams, or telephonic meetings with carriers and other involved parties to advocate on behalf of insured clients and injured workers regarding claim status, legal issues, medical treatment concerns, and/or inefficiencies impacting timely resolution or closure of claims.
• Provide expert guidance to clients regarding workers’ compensation reporting, claim filing and documentation requirements.
• Assist clients with claim submissions and ensure all necessary information is provided to carriers.
• Participate in client claim review meetings, stewardship presentations, and renewal strategy sessions.
• Educate clients on workers’ compensation best practices, workplace safety, injury prevention and effective claims management.
• Collaborate with the company’s Safety Department to identify injury trends and develop strategies or training initiatives to reduce future workplace incidents.
• Maintain accurate and detailed claim documentation within the brokerage’s claims tracking system.
• Prepare customized reports summarizing claim performance, open claim counts and cost trends.
• Analyze loss data to identify recurring issues and recommend targeted interventions.
• Provide internal management with reports to assist in account servicing and retention efforts.
• Maintain workflow spreadsheets to track individual and departmental productivity, and to provide data insights for management reporting and performance analysis.
• Complete experience modification projections and analysis to provide clients with a prognosis of their potential premium for the upcoming policy period.
• Monitor WCIRB notice alerts for experience modification initial worksheets or revisions, and communicate relevant updates or impacts to clients and internal agents and account managers.
• Prepare and provide insured with quarterly reports including claim status reports, loss runs new claims, no claim notices and claim closure reports, to ensure clients remain informed of claim activity and closed claims.
• Conduct themselves in a professional and respectful manner at all times.
• Communicate appropriately and refrain from using offensive or disrespectful language.
• Comply with all assigned tasks and directives from management.
• Attend all mandatory meetings and participate actively in team and company activities.
• Demonstrate a positive, professional attitude and contribute constructively to the team environment.
• Practice strict confidentiality at all times regarding company information, client data, and sensitive claim information.

Insurance Claims Representative – Workers' Compensation

• Work with Agency Principal, Producers, and Team Members
• Order policies and issue documentation, certificates, and binders as needed
• Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
• Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
• Bind coverage for new clients

Personal Lines Account Manager

Vice President

• Devote 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;
• Comply with all state licensing and continuing education requirements necessary to perform your duties;
• Ability to work in a self-directed way;
• Take initiative and confidently direct customer interactions;
• 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 training and developmental work required;
• While prospecting and proposing, gather “Market Intelligence” of competitors and share with the EVP, Sales Operations;
• Work in unison with the P&C/EB producers to leverage relationships for potential opportunities;
• Ability to organize, break down, and clearly articulate thoughts, ideas, and instructions through verbal and written form;
• Strong organization and time management skills;
• Strong verbal and written English communication;
• Motivated by a fast-moving environment

VP – F&I Educator

Business Development Rep

• Drive Immediate Revenue: Personally generate a minimum of $10M in new deal volume annually.
• Strategic Execution: Develop and articulate a credible 30/60/90-day plan to secure "low-hanging fruit" and near-term wins.
• Build the Infrastructure: Following initial traction, recruit and lead a high-performing sales team to scale the organization.
• Partnership Management: Partner closely with owners, developers, architects, and engineers across the full project lifecycle.

Commercial Construction Business Development VP

F&I Producer

• Initial Intake: Receive all incoming claims-related phone calls and identify the appropriate carriers and adjusters.
• Reporting: Determine the applicable coverage, complete necessary Acord forms, and notify the designated Agent via email and the AMS activity file.
• Neutrality: Adhere strictly to the requirement to never imply or deny coverage or a claim.
• Client Liaison: Act as a coordinator between the carrier and the client; provide customers with claim numbers and adjuster contact details within 48 hours of receipt.
• Documentation: Maintain real-time updates in the AMS computer system, including scanning and logging all activity.
• Follow-Up: Conduct a satisfaction assessment with the customer within 15 days of the initial report.
• Support: Assist Account Managers and Agents with specific claim inquiries and maintain a suspense system for all pending items.
• Submissions: Process bills for glass damage and towing directly to the carrier.
• Policy Integrity: Identify and notify Account Managers of "Total Loss" vehicles for deletion or unlisted drivers involved in accidents.

Risk Field Engineer

Commercial Lines Account Manager

Commercial Lines Account Manager

Commercial Insurance Producer

Commercial Insurance Producer

Insurance Claims Representative – Workers' Compensation

Personal Lines Account Manager

VP – F&I Educator

Commercial Insurance Producer

VP – F&I Educator

Commercial Construction Business Development VP

F&I Producer

Commercial Insurance Producer

P&C Claims Representative