Windward Risk Managers

Payroll

• Administering semi-monthly payroll processing and reporting using Paycom
• Benefits administration for the company and subsidiaries
• Producing reports, analyzing and reviewing data using Paycom for accurate payroll
• Updating and maintaining employee information, such as new hires, promotions, and terminations
• Assigning, monitoring, and tracking annual review and related processes
• Ensuring compliance with all applicable state and federal wage and hour laws
• Checking and verifying timesheets for hourly employees and ensuring correct overtime calculations
• Performing various journal entries, account reconciliations, and providing general ledger support
• Monitoring changes to benefits, deductions, and garnishments
• Reconciling and auditing benefit deductions and invoices provided by carriers
• Assisting in preparing and reconciling reports and resolving payroll discrepancies
• Interacting with Benefits broker to resolve any billing issues or discrepancies
• Managing and tracking FMLA and other leave requests
• Working with team members and managers on various projects
• Producing Ad-hoc reports as requested

Payroll and Benefits Specialist

Sales Development Rep

• Responsible for ongoing contact with agencies to assist agents
• Achieving superior customer service and increased sales
• Measure success against metrics of Quotes, Applications, Profitability and Retention
• Implement a consultative selling approach to understand agent needs
• Collect and track agency profile and contact information
• Document and report competitive intelligence on market changes
• Update weekly activity reports and conduct territory reviews
• Utilize the Inside Sales Rep Team

Sales Development Manager

Sales

• Responsible for hiring, training and managing the sales team for the assigned Region
• Developing strong relationships with agents
• Provide superior customer service and exceptional customer experience
• Implementing a consultative selling approach
• Collecting Agency Profile Information and managing contact with agencies
• Updating and documenting weekly activity reports
• Occasionally meeting with senior management to review regional goals per agent

Senior Sales Manager

Underwriter

• Ensures the profitability and growth of personal lines business
• Supervises the underwriting function to ensure timely processing, proper risk selection, and monitoring of renewal business
• Works with staff to build and maintain agency relationships
• Manages complex underwriting inquiries, and reviews and approves risks beyond the authority of staff
• Works collaboratively with the field marketing function to facilitate the resolution of service and other issues between the agency and the company
• Oversees the handling of customer inquiries and complaints
• Functions as a Supervisor of a business unit, either directly or through subordinate leaders
• Ensures adherence to underwriting policies, guidelines, and procedures
• Recommends and communicates goals
• Directs operations to ensure the achievement of required results
• Develops and recommends operational plans and procedures
• Responsible for training, coaching and leading staff
• Prepares performance appraisals and conducts performance review meetings
• May recommend and/or implement employment actions, including employment/termination, corrective action, promotions/demotions, salary changes, etc.
• May serve as a contributing member or leader of project team(s)

P&C Insurance Underwriting Supervisor

Customer Support

• Handle escalated phone calls referred by the front-line customer service team
• Research and make decisions on escalated endorsements
• Assess and determine reinstatement for policies canceled due to non-payment
• Respond to and triage emails from internal departments, making appropriate decisions
• Provide written responses to customer questions and concerns
• Assist in conducting quality reviews of customer service calls and related transactions
• Identify trends in customer service and processing issues, recommending procedural changes focused on retention and enhancing customer experience
• Identify opportunities for system improvements and provide actionable recommendations
• Offer support during catastrophic weather events as needed
• Perform other duties and projects as assigned

Customer Service Escalation Specialist

Business Analyst

• Collaborate with stakeholders to elicit, document, and prioritize business requirements
• Translate business needs into functional specifications for systems and processes
• Create and maintain detailed documentation, including workflows, use cases, and business rules
• Lead efforts to implement approved system changes, including documenting requirements and obtaining sign-off
• Troubleshoot and resolve system issues, digging into lower environments to identify root causes and drive solutions to completion
• Lead projects and provide regular, actionable status reports
• Facilitate meetings with stakeholders, developers, quality assurance analysts, and other team members
• Ensure an exceptional Customer Experience with clear, concise communication with stakeholders and continuous process improvements
• Write and execute detailed test plans, track technical issues, and coordinate necessary fixes.

Business Analyst I, II, III

• Complete daily assignments in a paperless environment.
• Refer policies needing underwriting action to underwriter for review/decision.
• Complete action on items referred by underwriter.
• Effectively manages work items in compliance: Time/service standards
• Within established efficiency and quality standards
• Provide exceptional customer service with agents and other company support positions via written correspondence.
• Develop expertise by building technical knowledge through learning and development activities.
• Implement underwriting decisions in compliance with state laws and company guidelines.
• Perform other duties as may be assigned.