Personal & Business Insurance Specialist Job at Alera Group (Platteville)

Insurance specialist

Location

Australia , Sydney

Salary:

Not provided

Global Trade Holding

Expiration Date

Until further notice

Requirements

Wealth of insurance-related business experience and knowledge
Relevant university degree, with related service certificate
Excellent communication skills, with good interpersonal skills
The sense of team work spirit, willing to contribute to the company

Job Responsibility

Responsible for selling insurance products on behalf of insurance companies, assisting insurance companies in the investigation and settlement of claims
To educate consumers about insurance, explain insurance terms, comment on products and analyze personal financial needs
Design insurance plans for consumers and develop insurance plans
Assist clients in selecting the superior product of insurance company
Assist the customer to handle the relevant insurance formalities (signing the policy, delivering the policy, maintaining the policy and charging the premium)
According to the needs of customers, provide high-quality after-sales service
Regularly visit past clients and maintain potential customers
After the insured applicant, assist the insurance company to make claims

Insurance specialist

Location

Australia , Sydney

Salary:

Not provided

Global Trade Holding

Expiration Date

Until further notice

Requirements

Wealth of insurance-related business experience and knowledge
Relevant university degree, with related service certificate
Excellent communication skills, with good interpersonal skills
The sense of team work spirit, willing to contribute to the company.

Job Responsibility

Responsible for selling insurance products on behalf of insurance companies, assisting insurance companies in the investigation and settlement of claims
To educate consumers about insurance, explain insurance terms, comment on products and analyze personal financial needs
Design insurance plans for consumers and develop insurance plans
Assist clients in selecting the superior product of insurance company
Assist the customer to handle the relevant insurance formalities (signing the policy, delivering the policy, maintaining the policy and charging the premium)
According to the needs of customers, provide high-quality after-sales service
Regularly visit past clients and maintain potential customers
After the insured applicant, assist the insurance company to make claims.

New

Social Media Manager - Insurance & Business Services Specialist

As a Social Media Manager - Insurance & Business Services Specialist at 321, you...

Location

United States , Orlando

Salary:

60000.00 - 75000.00 USD / Year

321 Brand + Social House

Expiration Date

Until further notice

Requirements

5+ years of experience in social media management, preferably in an agency environment managing multiple client accounts simultaneously
2+ years of direct experience managing social media for insurance brands (home insurance, auto insurance, personal lines) or financial services organizations required
Proven track record developing and executing successful social media strategies for insurance, business services, professional services, or B2B brands
Experience managing social media for insurance companies, insurance agencies, roofing companies, legal firms, real estate professionals, healthcare providers, or similar business services industries is highly valued
Deep understanding of insurance consumer behavior, purchase considerations, and content that drives trust and engagement in the insurance category
Knowledge of insurance industry regulations and advertising compliance requirements across multiple states/jurisdictions
Familiarity with insurance products, coverage types, claims processes, and industry terminology
Strong writing skills with ability to craft platform-appropriate content that resonates with insurance consumers and professional audiences while maintaining regulatory compliance
Expertise across major social media platforms including Facebook, Instagram, LinkedIn, TikTok, and YouTube, with deep understanding of platform-specific best practices
Proficiency with AI-powered content creation tools (ChatGPT, Claude, Jasper, Copy.ai, or similar) with demonstrated ability to produce high-quality, on-brand content efficiently

Job Responsibility

Develop comprehensive social media strategies for multiple insurance and business services client accounts that align with business objectives, target audiences, and brand positioning
Create insurance-specific content strategies that address the full customer lifecycle: awareness, quote consideration, policy purchase, claims experience, and renewal/retention
Understand and optimize for insurance consumer behavior including comparison shopping, life event triggers (home purchase, vehicle purchase, marriage, relocation), and seasonal patterns
Conduct competitive analysis, audience research, and platform audits to identify opportunities in insurance and business services verticals
Define content pillars, messaging frameworks, and brand voice guidelines tailored to insurance audiences and professional service consumers
Develop strategies that build trust and credibility for insurance brands while addressing common concerns (price transparency, claims reputation, coverage clarity, customer service quality)
Establish KPIs and success metrics for each client account, tracking performance against goals for reach, engagement, quote generation, and business impact
Leverage AI tools to analyze audience insights, predict content performance, and optimize strategy based on data-driven insights
Stay current on platform algorithm changes, emerging features, and social media trends in insurance marketing, adapting strategies to maximize organic reach
Monitor insurance industry trends, regulatory changes, and competitive landscape to inform content strategy

What we offer

Health, dental, and vision insurance
401K after one year of employment
2 Weeks (80 Hrs) Paid Time Off [Additional 40Hrs at 3 Years]
3 Sick/Mental Health Days
8 Hours Volunteer Time
Additional PTO at holiday and management discretion
Paid parental leave
Professional development opportunities
Leadership training opportunities and career advancement pathways
A collaborative, creative, and ambitious team environment

Fulltime

Life Product Specialist Senior

At Allianz Life, we are guided by our mission – we secure your future – and by o...

Location

United States , Minneapolis

Salary:

67000.00 - 112000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

5+ years of experience required: Minimum 5 years of related experience in the life insurance industry, brokerage or previous financial services sales experience
Advanced skills in Excel required
Four – year degree required: or equivalent work experience
Must have basic to high proficiency with AI and/or business intelligence
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship

Job Responsibility

Take incoming consultative phone calls from our financial professionals, and clients for Allianz life insurance inforce business
Assist in leadership responsibilities designated from the Director, Advanced Design, life operations
Make outbound calls for follow up requests to our clients
Provide technical explanations of life insurance illustrations and review advanced case design strategies
Build and maintain business relationships through effective communication by email, phone and in person with internal/external partners
Identify, recommend, and champion process improvements and organizational plans to positively influence the team and quality
Identify training opportunities, and train/mentor the life teams onshore/offshore teams on trends that will benefit the customer experience
Assists teammates in escalated requests that require a senior representative to speak to clients/financial professionals
Uses innovation and transformation to find efficiencies in the work we do in the life insurance space
Work with senior leadership, and main business partners to ensure this team is providing a high standard of service, provide feedback to senior manager on pain points, and opportunities to allow this team to continue its success

What we offer

Choice of comprehensive medical, dental and vision plan options
Health savings account
Tuition reimbursement
Student loan retirement plan
Annual paid leave
Outstanding 401(k) company match
Life insurance
Award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias
Employee Resource Groups

Fulltime

Senior Wordings Specialist

This is a dynamic opportunity that will place the candidate in a leading positio...

Location

United Kingdom , London

Salary:

100000.00 - 110000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

A proven track record as a senior wordings specialist with contract drafting experience and attention to detail
A “commercial” view of insurance products and their value to customers
Confidence to make decisions on coverage and the ability to advocate the reasoning and logic involved and to evaluate the materiality of technical points
Advanced MS Word and document formatting skills
An ability to lead and facilitate complex discussions while interacting effectively with all types of people, including more and less technically-focused colleagues, brokers, and customers
An inquisitive mind who is a proven problem-solver, capable of adapting and working on wordings in a range of jurisdictions and lines of business
The ability to work well both individually and in teams
A minimum of five years’ wordings or technical underwriting experience gained in the Lloyd’s Market
Excellent contract drafting skills, including sound knowledge of English grammar and sentence construction

Job Responsibility

Leading wordings and coverage discussions on existing and new products, developed by the organisation and in tandem with business partners
Extensive liaison with underwriters on a day-to-day basis to provide guidance on technical issues and assistance with legal risk management
Attending broker and client meetings with underwriters to provide guidance and expertise on specific coverage elements of our products
Researching and reporting on potential coverage issues and approaches to emerging risk
Providing technical guidance notes and in-person training for colleagues across the business
Representing the organisation in external knowledge-sharing forums and developing your profile across the Lloyd’s market

Fulltime

New

Senior Paid Digital Media Manager

As a Senior Paid Digital Media Manager at 321, you will lead the strategic devel...

Location

United States , Orlando

Salary:

80000.00 - 90000.00 USD / Year

321 Brand + Social House

Expiration Date

Until further notice

Requirements

7+ years of experience in strategic digital media planning and hands-on paid advertising execution, preferably in an agency environment
3+ years of direct experience managing paid media campaigns for insurance products (home insurance, auto insurance, personal lines) or financial services required
Proven track record of successful lead generation and customer acquisition campaigns for insurance brands
Deep understanding of insurance sales funnels, quote generation optimization, and policy conversion strategies
Experience managing paid media for business services industries including roofing, legal services, real estate, healthcare, or home services highly valued
Demonstrated success managing substantial monthly media budgets ($50K+ per month across multiple clients)
Expert-level proficiency in Google Ads with proven success across Search, Display, Performance Max, and YouTube campaigns
Advanced Meta advertising expertise with demonstrated results across Facebook and Instagram
Strong experience with LinkedIn Campaign Manager, programmatic display, and emerging paid channels
Hands-on experience with landing page optimization, conversion rate optimization (CRO), and funnel testing

Job Responsibility

Lead the development and execution of comprehensive paid digital media strategies for insurance and business services clients across Google Ads, Meta, LinkedIn, YouTube, programmatic display, and emerging platforms
Design full-funnel media strategies that align with insurance customer journeys
Develop insurance-specific campaign architectures
Create media strategies for business services clients
Establish performance benchmarks, KPIs, and success metrics
Assume responsibility for the paid digital philosophy and standard of campaign execution across the agency
Stay current on platform updates, algorithm changes, privacy regulations, and advertising best practices
Develop thought leadership around omni-channel, consumer-centric performance marketing
Maintain deep understanding of home and auto insurance products, coverage types, pricing strategies, and competitive landscape
Navigate insurance advertising compliance requirements

What we offer

Health, dental, and vision insurance
401K after one year of employment
2 Weeks (80 Hrs) Paid Time Off [Additional 40Hrs at 3 Years]
3 Sick/Mental Health Days
8 Hours Volunteer Time
Additional PTO at holiday and management discretion
Paid parental leave
Professional development opportunities
Leadership training opportunities and career advancement pathways
A collaborative, creative, and ambitious team environment

Fulltime

Operations Manager

As an Operations Manager at Tradewind Finance, you ensure smooth, compliant, and...

Location

Pakistan , Karachi; Lahore

Salary:

Not provided

Tradewind

Expiration Date

Until further notice

Requirements

Strong understanding of financial processes and regulatory requirements
Excellent leadership and interpersonal skills
Analytical mindset with the ability to identify and solve operational challenges
Proficiency in project management and process optimization
Effective communication skills, both written and verbal
Minimum 5-7 years of working experience in a reputable bank or a corporation
Proven experience in operations management within the finance industry
Experience of Trade Finance would be preferred
A person who is handling LC, Export Transaction etc would be considered
Bachelor’s degree in finance, business administration, or a related field (Master’s degree preferred)

Job Responsibility

Identify and implement streamlined processes to improve operational efficiency
Develop, document, and update standard operating procedures for various operational functions
Monitor and analyze existing processes to identify areas for improvement and optimization
Supervise and provide guidance to operational teams, including but not limited to customer service, data processing, and compliance
Foster a collaborative and productive work environment, encouraging teamwork and communication
Identify potential operational risks and implement measures to mitigate them
Ensure compliance with industry regulations and company policies to minimize legal and financial risks
Generate regular reports to provide insights into operational efficiency and identify areas needing improvement
Collaborate with senior management to develop and execute operational strategies aligned with the company’s goals
Participate in strategic decision-making processes to drive growth and profitability

What we offer

competitive and supportive work environment
opportunities for growth, flexibility, and professional development

Fulltime

Personal Lines Insurance Advisor

The Personal Lines Insurance Advisor is central to the local region and alongsid...

Location

United Kingdom , Plymouth

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Preferable experience of General Insurance or Financial Services
Insurance broking of handling new enquiries, renewals and mid-term adjustments
Ability to identify the best policy to meet clients’ needs
Ability to take responsibility for own performance
Strong verbal and written communication

Job Responsibility

Meet and deliver against agreed Renewal Retention or New Business Targets , contributing towards the teams overall targets & KPI’s
Ensure you carry out thorough pre renewal reviews and with your clients annually
Conduct a full market review for your client and offer the most suitable policy and product
Invite all Personal Lines polices within good time, in line with our operational guidance of 21 days prior to the renewal date
Ensure polices are renewed, on or before the renewal date
Complete all roles and tasks as required by your line manager, ensuring all operational priorities and rules, procedures and policies for risk and compliance are adhered to
Manage and prioritise your Tasks are kept up to date and not overdue
Identify and discuss with your clients cross sell opportunities
Complete any training that is deemed necessary for your role and fully prepare for your regular one-to-ones and annual year-end review, ensuring that you discuss activity around your agreed development plan and that all training is completed on time
Adherence to our Training & Competency scheme and pass audits

What we offer

25 days holiday + Bank Holidays
Pension
Death in Service
Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation)
Full support for your professional development (including fully funded qualifications)

Fulltime

Personal & Business Insurance Specialist

Alera Group

Location:
United States , Platteville

Category:
Insurance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 17, 2025

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Personal & Business Insurance Specialist

Alera Group

Location:United States , Platteville

Category:Insurance

Contract Type:Not provided

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Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:December 17, 2025

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Contract Type:
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Job Posted:
December 17, 2025