Insurance

• Identify client needs and recommend tailored insurance solutions
• Develop and maintain strong client relationships
• Generate leads through networking, referrals, and company-provided resources
• Educate clients on available policies and coverage options
• Follow up with prospects to close sales and maintain customer satisfaction
• Stay informed about industry trends and product offerings
• Work independently while collaborating with a supportive team

Market Insurance Agent – High Level Strategy

• Answer incoming communications from customers
• Conduct research to provide answers for customers to resolve their issues
• Some upselling of products or services to existing customers may be required

Licensed Property & Casualty Insurance Agent

Licensed Insurance Agent – Bilingual

Life Insurance Agent

• Support reinsurance processes for annuity and life insurance products, including processing death claims, administering reinsurance, performing account reconciliations, providing audit support and coordination, and generating reports and analyses
• Supporting the execution of reinsurance agreements and interpreting treaty terms to operationalize them
• Managing reinsurance risk, audit support, financial analysis, and producing reinsurance-related reports
• Participating in the orchestration of activities to develop and complete business deliverables, including developing and documenting project business requirements and translating those requirements into functional system specifications
• Administers complex reinsurance processes, validates data and files, identifies discrepancies and related audit support
• Prepares complex reinsurance financial, management and regulatory reports, and reviews the work of less experienced team members
• Interprets and validates applicability of reinsurance treaties
• Exhibits an understanding of key regulations impacting the reinsurance process
• Leads special projects related to reinsurance administration systems, legal contracts/treaties, new product launches and other initiatives
• Collaborates and maintains strong relationships with business partners
• Develops and maintains processes, procedures and tools
• Participates in risk management testing, helps to identify business risk, and may offer solutions to mitigate risks
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Reinsurance Analyst, Mid-Level

Insurance Agent – High Level Strategy

• Respond to inbound calls from prospective customers for personal line auto, home, motorcycle, and other specialty insurance policies
• Educate customers on insurance policy details such as coverage and pricing
• Prepare and bind quotes through our carriers
• Effectively problem solve and objection handle to remove barriers from the customer purchasing the policy with Jerry
• Provide attentive, high energy conversation with customers that show we are actively engaged in finding a policy that best fits each individual's needs

Licensed Insurance Sales Agent

Insurance Sales Agent

• Perform and supervise larger, more complex assurance projects, including audits, reviews, and compilations
• Address complex accounting issues such as consolidations, deferred tax calculations, and going concern assessments
• Apply thorough knowledge of GAAP, GAAS, and other financial reporting frameworks to audit procedures
• Train, supervise, and delegate work to associates and interns to foster efficiency and team growth
• Review workpapers prepared by associates/interns, provide constructive feedback, and ensure conclusions are appropriate
• Customize audit strategies based on identified risks and ensure audit issues are addressed during planning and performance
• Analyze financial statements and disclosures for errors or omissions
• Prepare client correspondence, perform internal control walkthroughs, and handle client inquiries
• Contribute to engagement budgets and monitor performance against budgets
• Communicate effectively with team members and clients to address audit-related issues and project statuses
• Participate in department-wide training and independent learning to maintain and expand technical knowledge
• Demonstrate strong time management skills to meet deadlines and prioritize multiple engagements
• Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity

Senior Assurance Associate

• Speak with clients over the phone or Zoom
• Help families choose life insurance coverage that fits their needs
• Work both warm inbound leads and Warm Lead leads - No Cold Calling
• Track activity and stay consistent with daily production
• Attend training and improve your sales skills

Insurance Advisor – Training Provided

• Meet with client members to assess their insurance needs and recommend appropriate coverage.
• Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
• Build and maintain a network of client members through referrals, networking events, and community engagement.
• Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
• Meet or exceed business development goals.

Insurance Agent, Trained

• Help families build wealth as an Infinite Banking Specialist
• Utilize training and mentorship to provide financial strategies
• Collaborate with clients to implement solutions for debt elimination and savings growth

Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist

• working within Special Access Programs (SAPs) supporting Department of Defense (DoD) agencies
• provide “day-to-day” support for Collateral, Sensitive Compartmented Information (SCI) and Special Access Program (SAP) activities
• establish complex operational software configuration controls and system interfaces for computer system(s) assigned
• maintain file servers, Firewalls, network access, Security Monitoring Systems and system documentation as required
• analyze and troubleshoot system anomalies to ensure optimum equipment performance
• prepare system for operational use and support operational tests
• review, prepare, and update authorization packages
• notify customer when changes occur that might affect authorization accreditation
• conduct cybersecurity portion of the self-inspection’s checklist
• review and provide technical and cyber security coordination on all Bodies of Evidence that makeup the authorization package
• identify any and all vulnerabilities and implement countermeasures
• ensure information systems and network appliances are operated, maintained, and disposed of in accordance with security policies and practices
• perform Video-Teleconferencing VTC System Administration, Scheduling, & Configuration
• provide External Information System(s) Client Support
• perform account creations, changes, & deletions on multiple authorization boundaries
• perform Help Desk & troubleshooting activities
• perform Hardware/Software System Configuration, upgrades and modifications
• perform system and network appliance patching activities
• provide Government-Issued Laptop Support
• assist in Media Control & Accountability activities
• perform COMSEC account/equipment management activities

Information Technology Assurance Specialist I

• Own Dutch’s pet insurance vertical end-to-end, including strategy, launch, growth, operations, and financial performance
• Develop the business plan for Dutch Insurance, including revenue model, margin profile, customer acquisition strategy, retention strategy, and long-term growth roadmap
• Lead the work required to make Dutch Insurance available nationally, including the path to launching in all 50 states
• Partner with legal, compliance, insurance carriers, brokers, TPAs, and other external partners to ensure Dutch’s insurance offering is compliant, scalable, and operationally sound
• Evaluate and manage insurance partnership structures, including carrier relationships, agency/broker models, underwriting partners, claims partners, and potential MGA-style opportunities
• Define the customer experience across quote, purchase, onboarding, claims education, renewal, and ongoing member engagement
• Work closely with product, engineering, marketing, lifecycle, CX, clinical, legal, and finance to integrate insurance into the Dutch member experience
• Build and optimize the insurance funnel, including pricing presentation, plan positioning, conversion, attach rate, and cross-sell opportunities
• Own the insurance P&L, including revenue, CAC, contribution margin, retention, partner economics, and operating costs
• Develop dashboards, reporting, and operating cadences to track the health of the business
• Identify new growth opportunities across Dutch’s existing member base, new member acquisition funnel, employer/affiliate channels, and strategic partnerships
• Build the team, processes, and vendor infrastructure required to scale the vertical over time
• Serve as the internal expert and executive owner for the insurance business

General Manager, Insurance

Licensed Insurance Agent – Bilingual, English & Spanish

Operations

• Provide on-site leadership and strategic direction in the event of staff vacancies together with the Regional Manager
• Train and manage the site staff including the Property Manager, Assistant Property Manager, Leasing & Marketing Manager, Maintenance Staff, and Community Assistants
• Monitor and regulate Accounts Payables, Accounts Receivable, Leasing and Marketing efforts and overall property operation
• Organize and accomplish successful resident move-out, property turn, and resident move-in in the event of a Property Manager vacancy while on-site
• Evaluate the financial budget and remain within the allotted budget
• Evaluate monthly income statements to determine accruals and reclasses
• Conduct resident mediation and conflict resolution to provide a harmonious community
• Monitor and advise rate and leasing specials based on tour velocity and conversion

National Operations Specialist

Life and Health Insurance Agent

• Consult with clients to assess their insurance needs & recommend suitable coverage
• Educate clients on policy options and help them make informed decisions
• Manage the full sales cycle from prospecting to closing deals
• Maintain relationships with clients and provide ongoing policy support
• Stay up to date with industry trends and product knowledge

Licensed Insurance Agent

• Lead the development of product and innovation strategies across the individual market and new solution spaces
• Translate enterprise and market priorities into relevant product strategies, value propositions, and expansion roadmaps
• Identify and scale new growth opportunities, including lifestyle-oriented products, population-specific solutions, and adjacent offerings
• Define market-specific right-to-win strategies, competitive positioning, and investment priorities
• Lead development of business cases, including return on investment, growth, and margin impact in partnership with actuarial and finance
• Promote optimization of product performance using member insights, behavioral data, and market intelligence
• Ensure new solutions integrate with existing product portfolio, benefit design standards, and member value propositions
• Improve modular product design to improve scalability, consistency, and speed to market across markets
• Manage product lifecycle performance, including launch readiness, post-launch optimization, and long-term sustainability
• Partner with product execution, compliance, and regulatory teams to ensure readiness and adherence to all requirements
• Build design and execution of the member incentives platform (rewards, engagement programs, and vendor partnerships)
• Define and innovate the program structure, eligibility, and value proposition in consideration of member engagement and retention goals
• Partner with other teams and external vendors to provide scalable, compliant incentive solutions
• Support ongoing refinement post-launch of incentive platform and partnership models, based on data-driven insights to promote membership engagement
• Be the senior connector across actuarial, network, market leadership, compliance, regulatory, finance, and growth teams
• Promote agreement, ensuring decision-making and execution
• Manage dependencies, timelines, and trade-offs alongside peers to ensure execution and delivery of results
• Influence strategic decisions across a matrixed organization without direct authority
• Lead complex programs spanning multiple markets, partners, and products
• Analyze results and provide recommendations to improve product performance or scaling of geographies, based on data-driven insights
• Provide leadership oversight for direct report(s), including coaching, conducting frequent meetings, direction.
• Compliance with all applicable laws and regulations
• Other duties as assigned

Insurance jobs in Colorado

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Market Insurance Agent – High Level Strategy

Licensed Property & Casualty Insurance Agent

Licensed Insurance Agent – Bilingual

Life Insurance Agent

Reinsurance Analyst, Mid-Level

Insurance Agent – High Level Strategy

Licensed Insurance Sales Agent

Insurance Sales Agent

Senior Assurance Associate

Licensed Property & Casualty Insurance Agent

Insurance Advisor – Training Provided

Insurance Agent, Trained

Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist

Information Technology Assurance Specialist I

General Manager, Insurance

Licensed Insurance Agent – Bilingual, English & Spanish

National Operations Specialist

Life and Health Insurance Agent

Licensed Insurance Agent

Associate Director, Insurance Product Innovation, Emerging Solutions