Careers

Careers

Borden Perlman is a dynamic and unique customer service driven organization that represents the region’s finest Property and Casualty insurance operation. We are always interested in speaking with qualified candidates, and hire individuals who are intelligent, hardworking, and personable—in short, the kind of people we’d like to work with and who we feel confident will help us deliver the best to our clients. If that sounds like you, please contact us.

  • Account Executive, Property and Casualty Insurance

    Full/Part-Time: Full-Time

    Experience:
    Description:
    The opportunity:
    Borden Perlman seeks experienced Account Executives with a commitment to a client centric focus. The Account Executive is a client decision-maker facing position.  This position reports to the Executive Vice President.  The Account Executive ensures that the Borden Perlman value proposition is introduced to our accounts in a consistent, meaningful, accountable and professional manner. This position interacts with clients, insurance markets, outside relationships, accounting, marketing, claims, loss control and management as part of servicing function.  The Account Executive must develop strong relationships with our clients, insurance carrier markets, and Borden Perlman knowledge leaders.  This position must interact professionally with Borden Perlman producers and other Borden Perlman Commercial Lines staff and participate in revenue growth initiatives while retaining accounts in a proactive nature.  It is expected that the Account Executive has a very high degree of expertise and can work independently.  In addition, this position is expected to provide supervision, assistance, leadership and development of developing staff members.

     

    Primary responsibilities will include:
    Responsible for enhancing and delivering the Borden Perlman Value Proposition with the goal of exceeding our Retention Goals, and providing strategic support to our New Business efforts:
    • Proven track record of cultivating relationships with C-Suite Executives
    • Experience with large, complex accounts
    • Supporting producers with the design and execution of winning closing strategies
    • Mergers and Acquisition Due Diligence
    • Responsible for overall service and operational standards for team, including Renewal Calendar, Binding Checklist, and E&O prevention initiatives.
    • Prepare and maintain Service Calendar in collaboration with client and Producer
    • Fully utilize Borden Perlman resources and other Data Analytics tools
    • Conduct regularly scheduled and as-needed internal team meetings
    • Client interface at pre-renewal/stewardship meeting, renewal proposal presentation, claim review and loss control meetings
    • Direct the coordination of loss control, risk management, and exposure analysis services
    • Coordinate and implement special claims handling procedures/prior claims services (if applicable)
    • Responsible for coordinating Cross-Sell opportunities
    • Develop and maintain key carrier relationships
    • Manage ongoing client service functions, including, but not limited to:
      • Trending and loss development analysis
      • Contract review
      • Stewardship Presentations
      • Mod calculations
      • Borden Perlman coverage standards and identifying any coverage deficiencies
      • Proposals, charts and presentations
      • Service Quality Assurance Procedures
      • Policy Audits
      • WC Dividend calculations
      • WC Retro LOC Loss Fund Adjustments
      • Supervise billing and invoicing to include Bi monthly aging and discrepancy reports 
      • Endorsements
      • High level review of Certificates of Insurance issues
    •  Working as directed with outside vendor services
    • Other duties as assigned
    Required Qualifications and Experience:
    1. College degree preferred
    2. At least 10 years of experience in insurance as a technician
    3. Must possess strong technical skills
    4. Well organized with excellent math, written and oral communication skills
    5. Valid property and casualty insurance agent license
    6. Insurance designations preferred
    7. Strong proficiency with MS Office Suite (Outlook, Word, Excel and Power Point)
    8. Ability to work with a high degree of accuracy and strong attention to detail
    9. Ability to collaborate with other team members and co workers
    10. Project a polished and professional image as this is a client facing position
    Compensation:
  • Insurance Producer, Property and Casualty Insurance

    Full/Part-Time: Full-Time

    Experience:
    Description:
    Primary responsibilities will include:
    Responsible for enhancing and delivering the Borden Perlman Value Proposition with the goal of exceeding our Growth Goals.   Duties and responsibilities Include but are not limited to the following; other functions may be assigned as business conditions change.
    1. Assists in the development of sales objectives. Meets the forecasted qualified appointments and commission growth goals as established with VP of Sales and Marketing.
    2. Creates and maintains prospect and suspect lists within our pipeline management system.
    3.  Pre-qualifies insurance prospects for insurability and quality of risk.
    4.  Identifies the client’s insurance needs, gaps in coverage, and loss exposures (insurable and uninsurable).
    5.  Obtains accurate information from the prospects; including research notes, business objectives, completing applications, supplemental questionnaires, risk surveys, and other related documentation in order to provide complete, comprehensive submissions.
    6.  Designs insurance programs and recommends insurance coverage to clients.
    7.  Meets agency standards for account receivables.
    8.  Participates in community activities.
    9.  Reviews client’s insurance programs annually and makes recommendations.
    10.  Accurately documents client files and electronic files.
    11.  Maintain a concern for timeliness and completeness when interacting with clients, agency, and company personnel to minimize potentials for error or omission claims.
    12.  Follow agency Standard of Excellence and Best Practices.
    Qualifications:
    • A minimum of 4 years' experience in consultative business to business sales
    • Successful track record for results
    • Ability to work with Risk Managers and C Suite management
    • Bachelor's degree is highly preferred
    • Insurance designations such as ARM, CIC etc. are a plus
    • Competent user of Microsoft Office products
    • Leadership skills
    • Insurance experience preferred, but will train candidates with exceptional potential
    • Must secure proper licensing within 60 days of hire

     

    Compensation:
  • Commercial Lines Account Manager

    Full/Part-Time: Full-Time

    Experience:
    Description:

    SUMMARY

     

    The Account Manager is a client facing position.  This position reports to the Account Executive.  The Account Manager ensures that the Borden Perlman Service and Operational standards are carried out in a consistent, meaningful, accountable and professional manner. This position interacts with clients, insurance markets, outside relationships, accounting, marketing, claims, loss control and management as part of servicing function.  The Account Manager must maintain relationships with our clients.  This position must interact professionally with Borden Perlman producers and other Borden Perlman staff while servicing accounts in a proactive nature.  It is expected that the Account Manager has a very high degree of expertise and can work independently. 
     
    Assist with the Management of Accounts Responsible to Client Executive, interacts with management, claims, marketing and accounting departments as part of servicing function.
     
    ESSENTIAL DUTIES AND RESPONSIBILITIES
    Responsible for carrying out the Service and Operational standards with the goal of exceeding our Retention Goals and preventing E&O exposures
    • Carry out ongoing client service functions, including, but not limited to:
    • Renewal Checklist Procedures
    • Binder Checklist Procedures
    • Carry out Service Calendar tasks
    • Insurance Binders, Binder Letters
    • Data entry into EPIC
    • Draft client proposals, charts and presentations
    • Ensure coverage standards and identify coverage deficiencies
    • Track Stewardship Activities
    • Billing and Invoicing
    • Prepare Analytics Calculations
    • Maintain Exposure Schedules
    • Review for accuracy completed applications
    • Transmission of information to clients and insurance companies
    • Secure subjectivities and binding documents from Client
    • Bind with carriers, obtaining binding confirmation and policy details
    • Troubleshoot on accounting issues
    • Preparing pre-renewal information
    • Directly responsible for Certificates of Insurance, Auto ID Cards, Endorsements, and coordination of these tasks with outsourcing resources
    • Fully utilize Borden Perlman resources
    • Coordinating the serving of accounts with the Producer and Account Executive
    • Working as directed with outside vendor services
    • Other duties assigned
    Staff Supervision
    • Provide guidance and training for the following personnel, in accordance with Company standards and direction:
      • Agency Services
    QUALIFICATIONS
    Must be well organized with excellent math, written and oral communication skills.  Must possess strong technical skills.
     
    EDUCATION and/or EXPERIENCE
    High School Diploma or preferably, college degree
    At least 5 years of experience in insurance business as a technician
     
    CERTIFICATES, LICENSES, REGISTRATIONS:
    Must possess Property/Casualty Agent’s/Broker’s license
     
    OTHER SKILLS AND ABILITIES
    Must be proficient with Microsoft Office (Word, Excel, PowerPoint)
     
     

     

     

     

    Compensation:
  • Agency Services Representative, Commercial Insurance

    Full/Part-Time: Full-Time

    Experience:
    Description:
    Core Responsibilities
    Provide World Class Service to our Commercial Insurance Team
    •  Collaborate with team members during the insurance lifecycle
    • Initiate, process and confirm client and team member requests  
    • Acquire insurance knowledge and concepts
    Skills Required for Success
    • Superior client focus
    • Attention to detail with a goal of 100% compliance
    • Critical Thinking
    • Clear, concise written and verbal communication
    • Sense of urgency
    Preferred
    •  A valid New Jersey Insurance Agent license
    The best candidate for this role is someone who:
    • Is curious to learn the insurance industry
    • Wants to continuously learn new concepts
    • Wants to help people and businesses protect their assets
    • Enjoys working in a team role to meet the client’s expectations
    • Works well with deadlines and changing priorities  

     

      

     

     

    Compensation:
  • Agency Services Representative, Sports Accident Team

    Full/Part-Time: Full-Time

    Experience:

     

     

    Description:
    Skills Required
    1. Superior client focus
    2. Attention to detail with a goal of 100% compliance
    3. Critical Thinking
    4. Clear, concise written and verbal communication
    5. Sense of urgency, time sensitivity
    6. Sense of ownership
    7. Excellent Microsoft Excel skills
    Accountabilities
    1. Pre Renewal Tasks
    2. Post Renewal Tasks
    3. Daily Service Tasks
    4. Desk Management
    5. Continuing Education & Progressively Increased Insurance Knowledge
    6. Special Projects and other duties as assigned

    Primary Focus:       Provide insurance services support to a dedicated Team

    Key Interfaces – Internal  Account Managers and Account Executive on the Team; may also collaborate with business partner representatives

    Key Interfaces – External May have contact with clients and insurance carrier

     

    Responsibilities/Accountabilities
    Accountability 1: Pre Renewal Tasks: Assist the Account Executive and the Account Managers with proactive renewal tasks
    • Participate in Stewardship planning meetings
    • Research and gather information required for the renewal process
    Accountability 2: Post Renewal Tasks:  
    • Policy Checking
    • Billing
    • Audits
    • Reporting
    Accountability 3: Daily Service Tasks
    • Issue and follow up on Policy Change Requests
    • Follow up on Cancellations/Reinstatements
    • Claims liaison
    • Complete daily activities
    Accountability 4: Desk Management
    • Compliance with EPIC standards
    • Prioritize daily activities
    • Email management
    Accountability 5: Continuing Education & Progressively Increased Insurance Knowledge
    • Obtain or maintain insurance license when appropriate
    • Participate in CE offerings
     Accountability 6: Special Projects and other duties as assigned
    • As assigned
    Key Performance Indicators
    1. Pre renewal tasks – complete assigned tasks within defined timeframes per Borden Perlman’s renewal/Marketing timeline of 120 days.
    2. Post renewal tasks – complete assigned tasks within defined timeframes
    3. Daily Service Tasks – Activities tracked in EPIC aged no longer than 3 days overdue
    4. Desk Management – EPIC compliance, No Email backlog
    5. CE & Insurance Knowledge – complete a minimum of 12 CE credits per year
    6. Special Projects – TBD
    7. Client feedback
    8. Understanding of product line, processes and general knowledge of the Sports Accident Department.
    Compensation:

Career Submission Form

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