Team Focus Insurance Group

Consultant

• Provides service to internal and external customers via written and verbal communication on policy coverage risk and/or structure approvals or denials that meet client and company standards.
• Reviews P&C applications for insurance coverage, property inspections, and other information to determine if application is acceptable for the available client program(s).
• Evaluates and determines policy cancellation or reinstatement, modification of coverage form or limit within client and company guidelines.
• Evaluates the risk of a risk against the class of business under review.
• Evaluates the loss potential due to catastrophe, severity, and/or frequency.
• Processes transactions and adjusts records as necessary and within company policy and procedure guidelines while utilizing company resources.
• Reports on all unusual conditions affecting client satisfaction.

Customer Consultant – Personal Lines

Executive Assistant

• Manage complex and dynamic calendars, scheduling meetings, travel, and events with minimal conflicts
• Prepare follow-up notes and support documentation ahead of critical meetings
• Ability to work on presentations and prep for internal and client meetings
• Maintain strict confidentiality of sensitive organizational and personal information
• Assist with project tracking, status updates, and operational initiatives as directed by leadership
• Support invoice processing, and vendor coordination if applicable
• Serve as a professional, polished representative of executive leadership with internal and external stakeholders
• Liaise between executives, leadership teams, and departmental contacts to ensure alignment and timely follow-through
• Build strong relationships across the organization to anticipate needs and streamline communication flow
• Assist with planning and execution of strategic initiatives, leadership meetings, and special projects as needed
• Coordinate with HR, Finance, Operations, and other departments as needed

Customer Support

• Develop, support and maintain relationships with Insureds and Agents to provide concierge service.
• Answers and responds to incoming calls from policyholders and agents inquiring about small to mid-size commercial policy coverage accounts on behalf of our client, the carrier.
• Receive incoming phone calls and tasks regarding a policy document request, billing inquiry or renewal review.
• Locate new or renewal policies in the system, review for accuracy and set up for delivery to the policyholder.
• Communicate with insureds, agents and underwriters to ensure policy renewals are bound, provide task and billing updates, cancellation review, policy status when necessary.
• Set up accounts in system and process FNOS (First Notice Of service) and FNOS Renewal tasks.
• Process insured request cancellations and White Glove pre-cancellation communication.
• Take ownership.
• Maintain adequate suspense on outstanding items and follow up in a timely manner until its conclusion. Please note other duties may be assigned.

Senior Customer Service Representative

Marketing Operations

• Develop and execute marketing campaigns to increase brand awareness and client engagement
• Manage content across digital platforms, including website, blog, and social media (LinkedIn, Facebook, Instagram)
• Collaborate with the recruitment department for employment branding
• Support SEO initiatives and website optimization using tools such as SEMrush and Google Analytics
• Coordinate and execute email campaigns, including drafting and performance tracking
• Maintain brand consistency and ensure all messaging reflects our friendly, client-focused culture
• Manage the President’s calendar, including scheduling meetings, calls, and travel arrangements
• Handle expense reporting, meeting preparation, and follow-up tasks
• Coordinate logistics for internal and external meetings
• Assist in building and maintaining sales and management decks
• Assist in planning and executing company events and executive off-site meetings
• Support sales processes in HubSpot CRM, including pipeline management, reporting, and campaign tracking
• Contribute to sales and marketing performance reports and dashboards
• Assist with data management and enrichment using tools such as ZoomInfo

Marketing Operations Associate – Executive Support

Business Analyst

• Leads, develops and documents business requirements that assist others in the development of quality based solutions and provides for intermediate business analysis functions for product development and implementation of an enterprise web based insurance processing application.
• Plans and executes multiple technology-related projects to ensure deliverables are completed as scheduled and consistent with business requirements.
• Supervises, coordinates and supports activities of other business analysts and execution team members.
• Manages multiple projects in an agile environment; facilitates cross-functional teams in all areas of the application; Oversees the development of business requirements documents that meet our customer’s insurance business needs.
• Manages cross-departmental and cross-functional teams; Coordinates with the technical team during architecture design, development and delivery of product changes and enhancements.
• Develops and documents business solutions for business problems and translates those solutions to technical personnel and sees those solutions through the delivery process.
• Conducts business and technical requirements reviews and makes recommendations to improve the BA process.
• Participates in the continuous development of the BA Teams standard practices and procedures.
• Maintains current knowledge of relevant technology and processes used in the environment.

Customer Consultant – Personal Lines

Executive Assistant

Senior Customer Service Representative

Marketing Operations Associate – Executive Support

Business Analyst III, Jr. PM