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An environment that fosters growth.

At Harmon Dennis Bradshaw, Inc, our team enjoys an environment that fosters growth. We recognize that a company is only as good as the people behind it.  If you are a talented individual who wants to progress their career and make a difference, we are interested in hearing from you.

We are consistently seeking experienced sales and service personnel who are successful at developing and retaining business and seeking the opportunity to be part of a rapidly growing organization where they can excel.

If you are an individual with a desire to work in a dynamic sales and service organization, please apply below or send an email with a copy of your resume to recruiting@hdbinsurance.com or call 800-239-5512.

Harmon Dennis Bradshaw, Inc, is an equal opportunity employer.

Open Positions

Birmingham, AL

Account Service Representative

At Harmon Dennis Bradshaw, Inc, our team enjoys an environment that fosters growth. We recognize that a company is only as good as the people behind it. If you are a talented individual who wants to progress their career and make a difference, we are interested in hearing from you.

The ASR job description is:

Summary: Provide assistance to Account Manager(s) in servicing of new and renewal business. Effectively resolve client requests. Compiles data, performs routine tasks, and processes standard renewals and endorsements to support the insurance process by performing the following duties.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Account Service: Assist Account Manager(s) in overall account service related duties including, but not limited to policy changes, invoicing, certificate issuance for new and renewal business, audits, run MVR’s, evidence of property, updating Sagitta and ImageRight systems detail. Prepare policy binder book for submission to client after quality assurance review.

Client Information/Requests:  Receive and respond to client requests for information, policy changes, etc. Assist in obtaining coverage specifics, and other information necessary to prepare company applications/quotes for new and renewal business.

General Team Support: Keep Account Manager(s) and Producer(s) informed of major changes/problems. Answer telephone, maintain workflow within the team. Follow company procedures and provide general assistance to all team members.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Education/Experience: High school diploma or general education degree (GED); or one year related experience and/or training; or equivalent combination of education and experience.
  • Language Ability: Ability to read and interpret policy & contract documents.  Ability to speak effectively with customers or colleagues and type routine correspondence.
  • Math Ability: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, and area. Ability to apply concepts of basic algebra and geometry.
  • Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
  • Computer Skills: To perform this job successfully, an individual should have knowledge of Microsoft Word word processing software; Microsoft Excel spreadsheet software; Sagitta software and ImageRight software.
  • Certificates and Licenses:  Property & Casualty License required. If not upon hire, must attain within 6 months of hire. CISR Certificate should be sought within 18 months to 2 years of hire.
  • Seniority level: Entry level
  • Employment type: Full-time
  • Job function: Customer Service, Quality Assurance, Administrative
  • Industries: Insurance

HDB is an Equal Opportunity Employer.

Apply to this job position by emailing jhill@hdbinsurance.com or filling out the form below.

Email Resume

Commercial Lines Account Manager

Summary: Assist Producer in sales, marketing and servicing of renewal and/or some new business. Effectively manage a book of business containing selected accounts encompassing a high level of expertise and service to the clients. Serve as a back up to peer Account Managers during vacations, absences, etc. Mentor with ASR (when requested) and assist in procedural training of new employees. Supervises and coordinates activities engaged in compiling data on changes to insurance policies in force, changing provisions of policies to conform to insured’s specifications, and communication of premium rates to clients based on changes to policies by performing the following duties:

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Account Service: Receive all correspondence from clients and carriers for policy changes, preparing and issuing binders, certificates of insurance, invoicing, audits, run MVR’s, underwriting information, updating Sagitta and ImageRight systems with detail routinely.  Prepare policy binder book for submission to client after quality assurance review. Delegate requests as appropriate and monitor follow-up. Personally assist in the resolution of more complex requests in order to assure client that all tasks are handled at a managerial level. Have capabilities to establish/maintain a good business relationship with all clients and company personnel. At the discretion of the Producer, may be called upon to interact face to face with clients or company personnel. Make the Producer aware of any negative solutions. Keep a record of all expiration dates within the book of business and coordinate with the Producer the “plan of action”. Bring to the attention of the Producer any major changes to the account during the year.

Client Information/Requests:  Receive and respond to client requests for information, policy changes, etc. Assist in obtaining coverage specifics, loss history and other information necessary to prepare company applications/quotes for new and renewal business.

Administrative: Manage the preparation and delivery of all applications, policies, endorsements and invoices, correspondence, reports, and other miscellaneous transactions. Insure accuracy and completion of all documents pertaining to the accounts assigned. Assigns some duties to ASR, as needed. Interprets policy provisions to ASR, as needed, to assist ASR in effecting changes according to company regulations.

Financial: Prepares and sends out initial invoices. If requested from Producers, will re-bill clients as needed.

Marketing: Assist Producer in obtaining renewal information from the client and/or carriers. Assists in the preparation of submissions and applications. Prepares proposals, presentations and any necessary quote comparisons. Review applications for completeness and accuracy in preparation for submission to carriers.

General Team Support: Keep Producer(s) informed of major changes/problems. Answer telephone, maintain expiration lists and workflow within the team. Follow company procedures and provide general assistance to all team members.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Education/Experience: Associate’s degree (A. A.) or equivalent from two-year college or technical school; or five+ (5+) years related experience and/or training; or equivalent combination of education and experience.
  • Language Ability: Ability to read and interpret policy & contract documents. Ability to speak effectively with customers or colleagues and type routine correspondence.
  • Math Ability: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, and area. Ability to apply concepts of basic algebra and geometry.
  • Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
  • Computer Skills: To perform this job successfully, an individual should have knowledge of and the ability to use the following software products successfully:  Microsoft Word (word processing software); Microsoft Excel (spreadsheet software); Sagitta (accounting software) and ImageRight /WorkSmart (insurance content management &  workflow solution software).
  • Certificates and Licenses:  Property & Casualty License required; CIC Certificate and/or CISR Certificate required upon hire.
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Customer Service, Quality Assurance, General Business
  • Industries: Insurance

HDB is an Equal Opportunity Employer.

Apply to this job position by emailing jhill@hdbinsurance.com or filling out the form below.

Email Resume

Employee Benefits Manager

Summary: Responsible for the day-to-day management of the Benefits Department. Responsible for overseeing implementation, delivery, etc. of client-bound benefits accounts. Manages, improves, and implements processes to ensure that clients benefit from HDB’s programs. Administers training of Benefit AM’s, as needed. Directs planning and workflow within department assignments to current and prospective clients by performing the following duties. Responsible for a variety of activities related to the day-to-day marketing and enrollment of the Employee Benefits Department’s group benefit plans. In addition, this position must have a good understanding of Large and Small Group products and benefits, Self-Funded, Fully Insured, and level-funded concepts, ACA, COBRA, HIPAA laws, and other State and Federal regulations by performing the following duties.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Manage Benefits Department processes including, but not limited to, licenses, claims, commissions, billing, customer service, renewals, prospective client quoting process, open enrollments, and book of business assignment and delegating of same.
  • Develop workflows and processes for all aspects of client services at consistently high levels and in accordance with established HDB company-wide direction and software.
  • Establish and communicate service metrics, monitor, and analyze results and implement appropriate changes.
  • Identify any existing gaps in client service processes and procedures, recommend and document solutions to increase efficiency, and optimize delivery of client services.
  • Enhance the efficiency and quality of service delivery through effective coordination and communication across disciplines and departments.
  • Communicate the agency’s service offerings, value-added services, and values to prospective and existing clients, consultants, and future workforce.
  • Provide engagement oversight, including developing knowledge of client environment, providing a point of contact for both client and onsite team members, upholding an advisory role to clients, and ensuring client expectations are met, if not exceeded.
  • Act as the liaison between all carriers and vendors to coordinate and implement changes, renewals, and new group business.
  • Perform on-site enrollment meetings at the group location as requested.
  • Oftentimes accompany the Benefits Producer(s) to pre-sale meetings.
  • Must be able to interpret various contracts including excess loss contracts, administrative agreements, trusts’ documents, plan documents, certificates, and related documents.
  • Assist with details required to develop Plan Documents/Summary Plan Descriptions and/or amendments to Employee Benefit Plans at the request of a client group or based upon legislative changes and responsible for implementation and account assignment to a specific Employee Benefits Account Manager.
  • Assists with duties related to establishing the set-up of new groups and renewal of existing groups including data entry for eligibility changes directly into carrier/vendor portals or other benefits administration platforms prior to implementation.
  • Prepares and produces reports established or requested by Management.
  • Works collaboratively with Employee Benefits Risk Advisor(s) and Employee Benefits Account Managers to recommend coverages and strategy.
  • Assist with audits when requested.
  • Meet or exceed performance goals for client and employee satisfaction and retention, as well as revenue generation.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Education/Experience: Bachelor’s degree in business or related field preferred. Minimum 7+ years benefits related experience. Preferred 5+ years of management experience. License in Life & Health in Alabama.
  • Skills/Abilities: Working knowledge of medical terminology, group medical insurance terminology, and regulatory requirements/restrictions. Experience with self-funded and fully insured large and small group plans. Ability to self-start, self-motivate, and work independently. Ability to read and interpret contract documents and the ability to write routine reports and correspondence. Excellent oral and written communication skills as well as strong organizational and customer service skills and attention to detail. Superior PC and MS Office application skills along with mathematical aptitude. Strong professional acumen and communication skills, with experience interacting with clients and their executives/teams. Strong ability to multitask, follow-up, and prioritize workload.
  • Computer Skills: To perform this job successfully, an individual should have knowledge of Microsoft software, specifically Outlook Email, Microsoft Word; Microsoft Excel required; Sagitta/BenefitPoint, and ImageRight software a plus.
  • Certificates and Licenses: Life & Health License required.
  • Employment type: Full-time
  • Industries: Insurance

HDB is an Equal Opportunity Employer.

Apply to this job position by emailing jhill@hdbinsurance.com or filling out the form below.

Email Resume

Operations Director

Summary: Responsible for the overall management, supervision, and strategic direction of HDB’s Operations Department. The position will be responsible for working with the President and Board, Management Team, and other Producers and stakeholders to execute, demonstrate, implement, and accomplish the company’s strategic plan, mission, goals, and metrics. Directs planning and workflow within department assignments to current and prospective clients.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Supervise the daily activities of operational employees. Monitor and evaluate the productivity of staff.
  • Help develop workflow, procedures, and policies and monitor implementation within the office. Perform audits and address any problem areas with staff. Evaluate, update and report on office issues, such as workflow, personnel, etc.
  • Conduct meetings, as needed, to inform, obtain input, and train staff on procedures, current developments, etc.
  • Direct and lead company customer service strategy and operations to meet budget and other financial goals.
  • Implement competitive benchmarking standards.
  • Provide direction in evaluating and selecting the proper commercial companies for the Agency. Maintain relationships with appropriate company representatives through valuable contacts and effective communication. Stay informed about market availability, competitive markets and continuously expand knowledge of markets, sharing your expertise with the department and Agency staff.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor’s degree in business or related field (preferred); or combined related experience in a P&C insurance company
  • Property and Casualty license
  • CPCU or CIC designation
  • Minimum ten (10) years of experience in management, preferably in an executive position
  • 5-10 years of insurance experience, required
  • Minimum 5 years of experience in the Commercial Lines Account Management, required
  • 3-5 years managing an insurance service team, preferred
  • Knowledge of insurance underwriting procedures, required
  • Knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain, and write assigned client and prospect lists. Complete understanding of insurance markets and reference to markets.
  • Responsible for knowing and ensuring compliance with applicable laws, regulations, and guidelines, as detailed in company-specific policies.
  • Employment type: Full-time
  • Industries: Insurance

HDB is an Equal Opportunity Employer.

Apply to this job position by emailing jhill@hdbinsurance.com or filling out the form below.

Email Resume
Montgomery, AL

Commercial Lines Account Manager

Summary: Assist Producer in sales, marketing and servicing of renewal and/or some new business. Effectively manage a book of business containing selected accounts encompassing a high level of expertise and service to the clients. Serve as a back up to peer Account Managers during vacations, absences, etc. Mentor with ASR (when requested) and assist in procedural training of new employees. Supervises and coordinates activities engaged in compiling data on changes to insurance policies in force, changing provisions of policies to conform to insured’s specifications, and communication of premium rates to clients based on changes to policies by performing the following duties:

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Account Service: Receive all correspondence from clients and carriers for policy changes, preparing and issuing binders, certificates of insurance, invoicing, audits, run MVR’s, underwriting information, updating Sagitta and ImageRight systems with detail routinely.  Prepare policy binder book for submission to client after quality assurance review. Delegate requests as appropriate and monitor follow-up. Personally assist in the resolution of more complex requests in order to assure client that all tasks are handled at a managerial level. Have capabilities to establish/maintain a good business relationship with all clients and company personnel. At the discretion of the Producer, may be called upon to interact face to face with clients or company personnel. Make the Producer aware of any negative solutions. Keep a record of all expiration dates within the book of business and coordinate with the Producer the “plan of action”. Bring to the attention of the Producer any major changes to the account during the year.

Client Information/Requests:  Receive and respond to client requests for information, policy changes, etc. Assist in obtaining coverage specifics, loss history and other information necessary to prepare company applications/quotes for new and renewal business.

Administrative: Manage the preparation and delivery of all applications, policies, endorsements and invoices, correspondence, reports, and other miscellaneous transactions. Insure accuracy and completion of all documents pertaining to the accounts assigned. Assigns some duties to ASR, as needed. Interprets policy provisions to ASR, as needed, to assist ASR in effecting changes according to company regulations.

Financial: Prepares and sends out initial invoices. If requested from Producers, will re-bill clients as needed.

Marketing: Assist Producer in obtaining renewal information from the client and/or carriers. Assists in the preparation of submissions and applications. Prepares proposals, presentations and any necessary quote comparisons. Review applications for completeness and accuracy in preparation for submission to carriers.

General Team Support: Keep Producer(s) informed of major changes/problems. Answer telephone, maintain expiration lists and workflow within the team. Follow company procedures and provide general assistance to all team members.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Education/Experience: Associate’s degree (A. A.) or equivalent from two-year college or technical school; or five+ (5+) years related experience and/or training; or equivalent combination of education and experience.
  • Language Ability: Ability to read and interpret policy & contract documents. Ability to speak effectively with customers or colleagues and type routine correspondence.
  • Math Ability: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, and area. Ability to apply concepts of basic algebra and geometry.
  • Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
  • Computer Skills: To perform this job successfully, an individual should have knowledge of and the ability to use the following software products successfully:  Microsoft Word (word processing software); Microsoft Excel (spreadsheet software); Sagitta (accounting software) and ImageRight /WorkSmart (insurance content management &  workflow solution software).
  • Certificates and Licenses:  Property & Casualty License required; CIC Certificate and/or CISR Certificate required upon hire.
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Customer Service, General Business, Other
  • Industries: Insurance

HDB is an Equal Opportunity Employer.

Apply to this job position by emailing jhill@hdbinsurance.com or filling out the form below.

Email Resume

Account Services Representative

Summary: Provide assistance to Account Manager(s) in servicing of new and renewal business. Effectively resolve client requests. Compiles data, performs routine tasks, and processes standard renewals and endorsements to support the insurance process by performing the following duties.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Account Service: Assist Account Manager(s) in overall account service related duties including, but not limited to policy changes, invoicing, certificate issuance for new and renewal business, audits, run MVR’s, evidence of property, updating Sagitta and ImageRight systems detail. Prepare policy binder book for submission to client after quality assurance review.

Client Information/Requests: Receive and respond to client requests for information, policy changes, etc. Assist in obtaining coverage specifics, and other information necessary to prepare company applications/quotes for new and renewal business.

General Team Support: Keep Account Manager (s) and Producer(s) informed of major changes/problems. Answer telephone, maintain workflow within the team. Follow company procedures and provide general assistance to all team members.

Receptionist: Covers front desk for breaks as needed and when receptionist is out of the office.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Education/Experience: High school diploma or general education degree (GED); or one year related experience and/or training; or equivalent combination of education and experience.
  • Language Ability: Ability to read and interpret policy & contract documents. Ability to speak effectively with customers or colleagues and type routine correspondence.
  • Math Ability: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, and area. Ability to apply concepts of basic algebra and geometry.
  • Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
  • Computer Skills: To perform this job successfully, an individual should have knowledge of Microsoft Word word processing software; Microsoft Excel spreadsheet software; Sagitta software and ImageRight software.
  • Certificates and Licenses: Property & Casualty License required. If not upon hire, must attain within 6 months of hire. CISR Certificate should be sought within 18 months to 2 years of hire.

Seniority Level
Entry level

Industry
Insurance

Employment Type
Full-time

Job Functions
Customer Service Information Technology Administrative

HDB is an Equal Opportunity Employer.

Apply to this job position by emailing jhill@hdbinsurance.com or filling out the form below.

Email Resume

Producer

Summary: Responsible for selling new business to ensure continued profitable growth for the agency. Will prospect for new clients, sell additional coverages to existing clients, and retain existing accounts to achieve personal production goals by performing the following duties.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Call on clients/policyholders to deliver and explain policy, to analyze insurance program and suggest additions and/or changes
  • Customize insurance programs to suit individual clients, often covering a variety of risks
  • Contact prospects, schedule appointments, and make sales presentations
  • Develop prospecting programs and follow-up for maximum results
  • Maintain prospect list of clients for target business
  • Balance production to achieve desired mix of business. Promote products of carriers that the firm has identified as important
  • Coordinate production efforts with Operations Director, Marketing Director and account service personnel, as requested and needed
  • Interview prospects/clients to obtain data about their financial resources and needs in order to accurately and thoroughly complete survey and application forms before marketing or submitting to be marketed/re-marketed.
  • Conduct periodic meetings with Account Managers to provide updates and ensure policies and procedures are understood
  • Calculate premiums and establish payment methods. Arrange payment terms for all accounts in accordance with agency credit and collections policies. Responsible for collection of all outstanding premiums.
  • Deliver renewals and/or binders following agency guidelines
  • Perform administrative tasks, such as maintaining records
  • Keep abreast of trends and techniques to maintain a competitive status for the agency within the industry
  • Attend sales seminars, company sales meetings, or educational activities needed to improve sales techniques, stay up to date on the latest developments in the marketplace, and maintain required licenses
  • Review all agency activities relating to the public, customers and companies to avoid issues involving potential errors and omissions
  • Participate in industry meetings, providing subject matter expertise.
  • Meet or exceed performance goals for client and employee satisfaction and retention, as well as revenue generation.

Education/Experience:

  • Bachelor’s degree preferred
  • Must have or be willing to obtain all licenses as required by the State Department of Insurance
  • CPCU, CIC, and ARM designations (highly desirable)
  • P&C License required
  • Minimum 3-5 years sales experience with proven sales success demonstrated (highly desirable)
  • Ability to travel some

Knowledge/Skills/Abilities: 

  • Possess excellent communication skills, both verbal and written, and be able to make presentations to groups effectively
  • Ability to lead and influence others
  • A sense of urgency to respond quickly to client needs; demonstrated organizational skills and an attention to detail.
  • Ability to carry out detailed written or verbal instructions with multiple variables
  • Prior sales/production and marketing/underwriting experience in an insurance agency or brokerage firm
  • Possess Commercial Lines product knowledge
  • Knowledge of agency systems and company relationships
  • Team player and willing to find accommodating solutions for our customers, companies, and Agency
  • Experience scoping new engagements, networking and generating leads.
  • Demonstrated entrepreneurial attitude.
  • Ability to self-start, self-motivate and work independently.
  • Strong professional acumen and communication skills, with experience interacting with clients and their executives/teams.
  • Strong ability to multitask, follow-up and prioritize workload.
  • Ability to read and interpret policy & contract documents.
  • Demonstrated ability to build and sustain long-term relationships while engaging team.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

Computer Skills: To perform this job successfully, an individual should have knowledge of Microsoft Word word-processing software; Microsoft Excel spreadsheet software required; Sagitta and ImageRight software a plus.

The statements contained in this job description reflect the general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required, and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods or otherwise to balance the workload.

HDB, Inc. is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Sales, Business Development, Consulting
  • Industries: Marketing & Advertising, Financial Services

HDB is an Equal Opportunity Employer.

Apply to this job position by emailing jhill@hdbinsurance.com or filling out the form below.

Email Resume

Employee Benefits Manager

Summary: Responsible for the day-to-day management of the Benefits Department. Responsible for overseeing implementation, delivery, etc. of client-bound benefits accounts. Manages, improves, and implements processes to ensure that clients benefit from HDB’s programs. Administers training of Benefit AM’s, as needed. Directs planning and workflow within department assignments to current and prospective clients by performing the following duties. Responsible for a variety of activities related to the day-to-day marketing and enrollment of the Employee Benefits Department’s group benefit plans. In addition, this position must have a good understanding of Large and Small Group products and benefits, Self-Funded, Fully Insured, and level-funded concepts, ACA, COBRA, HIPAA laws, and other State and Federal regulations by performing the following duties.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Manage Benefits Department processes including, but not limited to, licenses, claims, commissions, billing, customer service, renewals, prospective client quoting process, open enrollments, and book of business assignment and delegating of same.
  • Develop workflows and processes for all aspects of client services at consistently high levels and in accordance with established HDB company-wide direction and software.
  • Establish and communicate service metrics, monitor, and analyze results and implement appropriate changes.
  • Identify any existing gaps in client service processes and procedures, recommend and document solutions to increase efficiency, and optimize delivery of client services.
  • Enhance the efficiency and quality of service delivery through effective coordination and communication across disciplines and departments.
  • Communicate the agency’s service offerings, value-added services, and values to prospective and existing clients, consultants, and future workforce.
  • Provide engagement oversight, including developing knowledge of client environment, providing a point of contact for both client and onsite team members, upholding an advisory role to clients, and ensuring client expectations are met, if not exceeded.
  • Act as the liaison between all carriers and vendors to coordinate and implement changes, renewals, and new group business.
  • Perform on-site enrollment meetings at the group location as requested.
  • Oftentimes accompany the Benefits Producer(s) to pre-sale meetings.
  • Must be able to interpret various contracts including excess loss contracts, administrative agreements, trusts’ documents, plan documents, certificates, and related documents.
  • Assist with details required to develop Plan Documents/Summary Plan Descriptions and/or amendments to Employee Benefit Plans at the request of a client group or based upon legislative changes and responsible for implementation and account assignment to a specific Employee Benefits Account Manager.
  • Assists with duties related to establishing the set-up of new groups and renewal of existing groups including data entry for eligibility changes directly into carrier/vendor portals or other benefits administration platforms prior to implementation.
  • Prepares and produces reports established or requested by Management.
  • Works collaboratively with Employee Benefits Risk Advisor(s) and Employee Benefits Account Managers to recommend coverages and strategy.
  • Assist with audits when requested.
  • Meet or exceed performance goals for client and employee satisfaction and retention, as well as revenue generation.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Education/Experience: Bachelor’s degree in business or related field preferred. Minimum 7+ years benefits related experience. Preferred 5+ years of management experience. License in Life & Health in Alabama.
  • Skills/Abilities: Working knowledge of medical terminology, group medical insurance terminology, and regulatory requirements/restrictions. Experience with self-funded and fully insured large and small group plans. Ability to self-start, self-motivate, and work independently. Ability to read and interpret contract documents and the ability to write routine reports and correspondence. Excellent oral and written communication skills as well as strong organizational and customer service skills and attention to detail. Superior PC and MS Office application skills along with mathematical aptitude. Strong professional acumen and communication skills, with experience interacting with clients and their executives/teams. Strong ability to multitask, follow-up, and prioritize workload.
  • Computer Skills: To perform this job successfully, an individual should have knowledge of Microsoft software, specifically Outlook Email, Microsoft Word; Microsoft Excel required; Sagitta/BenefitPoint, and ImageRight software a plus.
  • Certificates and Licenses: Life & Health License required.
  • Employment type: Full-time
  • Industries: Insurance

HDB is an Equal Opportunity Employer.

Apply to this job position by emailing jhill@hdbinsurance.com or filling out the form below.

Email Resume

Director Of Operations

Summary: Responsible for the overall management, supervision, and strategic direction of HDB’s Operations Department. The position will be responsible for working with the President and Board, Management Team, and other Producers and stakeholders to execute, demonstrate, implement, and accomplish the company’s strategic plan, mission, goals, and metrics. Directs planning and workflow within department assignments to current and prospective clients by performing the following duties.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Supervise the daily activities of operational employees. Monitor and evaluate the productivity of staff.
  • Work closely with Management Team and the P&C / PL team members to manage and grow business.
  • Works closely with President to develop long-term strategic planning.
  • Works closely with Controller to develop annual budgets and various other financial targets to drive expected growth and profitability.
  • Effectively communicates corporate strategy, oversees strategic initiatives’ execution, and aligns employees’ development plans with strategic objectives.
  • Continuous assessment of the performance of HDB’s strategy and adapting on-going continuous improvement in operations via audits/feedback, etc.
  • Prepare and deliver performance evaluations on a timely basis. With HR, develop formal training programs to increase knowledge, skills, and backup responsibilities.
  • Help develop workflow, procedures, and policies and monitor implementation within the office. Perform audits and address any problem areas with staff. Evaluate, update and report on office issues, such as workflow, personnel, etc.
  • Address and resolve personnel problems. Foster good morale within the office through a positive attitude and promoting a team concept environment, in addition to individual excellence and achievement
  • Conduct meetings, as needed, to inform, obtain input, and train staff on procedures, current developments, etc.
  • Respond to phone calls from clients and comply with requests and keep producers informed.
  • Handle demanding customer or claims situations with staff where warranted.
  • Direct and lead company customer service strategy and operations to meet budget and other financial goals.
  • Prepare reports for HDB’s Board of Directors quarterly. Such reports will present the operational condition of HDB’s P&C & PL business units in enough detail for the board and management to draw appropriate conclusions about the operating results, operational strengths or weaknesses, and the operations department’s overall success.
  • Oversee partnership of business lines to foster and grow referrals and cross-sells.
  • Work with managers throughout the company to provide information and reports that will help them perform their duties.
  • Oversee a high-level of quality and productivity within the organization.
  • Implement competitive benchmarking standards.
  • Market business, contact the client when needed, and handle all activities in conjunction with the producer to service clients assigned to the position. Keep producers informed of essential activities on their accounts.
  • Provide direction in evaluating and selecting the proper commercial companies for the Agency. Maintain relationships with appropriate company representatives through valuable contacts and effective communication. Stay informed about market availability, competitive markets and continuously expand knowledge of markets, sharing your expertise with the department and Agency staff.
  • Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.
  • Participate in seminars and other training to maintain required licenses and for knowledge and skill development.
  • Perform other duties as required by President.
  • Employment type: Full-time
  • Industries: Insurance

HDB is an Equal Opportunity Employer.

Apply to this job position by emailing jhill@hdbinsurance.com or filling out the form below.

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Company Benefits

Join our team and enjoy these benefits as you take your career to the next level!

  • Profit Sharing
  • 401(k)
  • Dental
  • Vision
  • Medical
  • Paid Vacation
  • Paid Holidays