Stone Hendricks Group

Claims Specialist

• 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.

P&C Claims Representative

• The Workers’ Compensation Claims Representative serves as the primary connection between insured clients and workers’ compensation insurance carriers.
• The representative is committed to supporting and advocating for insureds as they navigate the complex and ever-evolving California workers’ compensation system.
• This position ensures that claims are handled efficiently, accurately, and in compliance with applicable laws and procedures.
• The representative acts as an advocate for insureds, facilitates effective communication, and provides technical support and education throughout the claims process.
• The goal of this role is to enhance client satisfaction, improve claim outcomes, and support the brokerage’s service and retention objectives.

Workers' Compensation Claims Representative

Producer

• 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

F&I Producer

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.

VP, Commercial Construction Business Development

• 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

Sales Engineer

• Serve as the primary technical point of contact for steel mills across the Midwest territory.
• Conduct site visits to 'hot end' environments to identify equipment wear, campaign life extensions, and safety improvement opportunities.
• Manage the full sales lifecycle, from identifying requirements to coordinating with internal fabrication and engineering teams.
• Stay embedded in the steel and power generation sectors to anticipate large-scale capital equipment replacement cycles.

Blast Furnace Equipment Sales Engineer

• Serve as the primary technical point of contact for steel mills across the Midwest territory.
• Conduct site visits to "hot end" environments to identify equipment wear, campaign life extensions, and safety improvement opportunities.
• Manage the full sales lifecycle, from identifying requirements to coordinating with internal fabrication and engineering teams.
• Stay embedded in the steel and power generation sectors to anticipate large-scale capital equipment replacement cycles.

Account Manager

• Serve as the primary point of contact for personal lines clients, handling all service requests including policy changes, billing inquiries, and claims assistance.
• Process endorsements, renewals, and other policy-related documentation with accuracy and efficiency.
• Proactively address and resolve client issues, ensuring a high level of customer satisfaction.
• Work closely with our sales team and carriers to provide seamless support and ensure client needs are met in a timely manner.

Personal Lines Account Manager – Insurance

Financial Planning and Analysis

• Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.
• Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals.
• Build and maintain strong client relationships, fostering trust and long-term partnerships.
• Acquire and manage a book of business, expanding the firm's client base.
• Conduct thorough financial analyses and market research to identify investment opportunities.
• Ensure compliance with all regulatory requirements and ethical standards.
• Participate in business development activities, including networking and client acquisition.
• Stay up-to-date on industry trends, regulations, and product offerings.

Stone Hendricks Group

P&C Claims Representative

Workers' Compensation Claims Representative

F&I Producer

VP, Commercial Construction Business Development

F&I Producer

Commercial Insurance Producer

F&I Producer

Blast Furnace Equipment Sales Engineer

Blast Furnace Equipment Sales Engineer

Blast Furnace Equipment Sales Engineer

Blast Furnace Equipment Sales Engineer

Personal Lines Account Manager – Insurance

Financial Advisor

Financial Advisor

F&I Producer