Your OpportunityThe Corporate Insurance group purchases and oversees the insurance programs for The Charles Schwab Corporation, all subsidiaries, worldwide. An integral position of administrative and technical support to the insurance process. The position works closely with the Managing Director – Corporate Insurance in maintaining and utilizing the insurance programs that provide financial protection to the Charles Schwab Corporation.What you are good atThe Corporate Insurance Associate role provides important support to the insurance process and is integral to the continued success of the CI group in providing insurance protection to the Company and service/expertise to our internal customers. The position requires working with a variety of people and departments, both internal and external, to capture required information, prepare reports, and maintain files and records. Your responsibilities will include, but not be limited to, the following activities:Insurance renewals: Assist in the preparation of insurance renewal submissions/applications. This will include gathering of exposure information (property values, square footage, financial documentation) and complete draft submission summaries.
Independent Branch Franchise Program: Independently supervise and maintain the property/casualty insurance program for the franchisees
Notary Bond Program: Independently procure notary bonds for Schwab notaries.
Certificates of Insurance: Accurate and timely provision of certificates of insurance to various requestors. May require review of lease language. Preparation of renewal certificate list
Insurance Program Support: Provide overall support to the insurance purchase process including: process invoices for payment, maintain files of binders and policies, maintain policy invoice tracking report, coordinate loss control inspections with insurance companies and perform primary policy quality review
Management Reporting Support: Assist the MD with the collection of information required for the completion of monthly and quarterly reports to management
What you have2+ years of experience in an insurance or insurance support role.
Completed insurance classes a plus
Strong organizational skills and attention to detail in a constantly evolving environment.
Excellent verbal communication and strong professional maturity.
In addition to the above, highly qualified candidates will also have:Strong familiarity with commercial insurance policies.
Sharp problem-solving skills
Strong communication skills with the ability to successfully interact and connect with fellow employees and insurance brokers and companies on all levels
Proficient with Word, PowerPoint, Excel, Outlook
You demonstrate these behaviors:Curious: Constantly learns more about our processes as well as the processes of businesses we support.
Results Oriented: Delivers on individual goals and visibly participates in delivering on team goals.
Overcome barriers/Initiative: Proactively addresses obstacles and identifies creative solutions.
Interpersonal Effectiveness: Notices and accurately interprets what others are feeling, based on their choice of words, tone of voice, expressions, and other nonverbal behavior.
Relationship Oriented: Thrives in an environment of strong collaboration and partnership with business partners, coworkers and managers.
Apply for this jobRefer a friendWhy Schwab?At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.Hear from employees:: a package designed to empower your health, wealth, career and life.Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.Job Locations US-TX-WestlakeRequisition ID 2020-65813Posted Date 22 hours ago (11/1/2020 1:00 AM)Category Risk & RegulatoryPosition Type Full time