Career Opportunities


Cavignac & Associates is committed to hiring and developing the best workforce in our industry. We are dedicated to providing a working environment that allows each employee to have job satisfaction while at the same time meeting agency goals to provide the best service available to our clients. We wish to develop employees known for their skills, character, commitment and confidence, and we recognize the importance of each individual to the success of the company.

Cavignac & Associates offers a highly competitive salary and benefits package including fully paid health and dental insurance, profit-sharing, and bonuses. We are conveniently located in downtown San Diego near the train and trolley stations, and close to most bus lines. We are always interested in speaking with people committed to an insurance career. See below for current openings. Other opportunities may include positions in the Claims, Sales, Risk Control, Employee Benefits, and Surety Departments.

Please forward resumes to support@cavignac.com.

 

CURRENT POSITIONS AVAILABLE

Account Manager – Surety Department

SUMMARY

The Surety Manager (AM) for the Surety department is the client’s main contact at the agency for servicing bond accounts. The AM must be familiar with all of his/her clients, assumes full responsibility for surety services on assigned surety client accounts, and is responsible for seeing that the clients’ bond needs are well served.

The following is illustrative of the general activities of this position and does not reflect each and every task this position may undertake. Training and resources will be provided to assure the employee is able to accomplish what is required.

ESSENTIAL DUTIES AND RESPONSIBILITIES

‘Essential duties’ are those that an individual must be able to perform with or without reasonable accommodation.

Surety Underwriting Services / Account Management – Assigned Accounts

  • Assists in the developing, marketing and supporting of new business
  • Directs written or oral answers to clients and sureties regarding account underwriting issues
  • Provides value added services
  • Maintain client and surety relationships
  • Maintain and manage surety bond program and ALOA
  • Back up Sureties
  • Coordinates and participates in all meetings with surety prospects, clients and meetings
  • Oversee financial files and specific surety requests
  • Request and analyze all financial information
  • Request and maintain current account underwriting information
  • Obtain approval (if outside ALOA) and communicate conditions of approval
  • Reconcile Work-On-Hands
  • Facilitates surety claim services and requirements
  • Facilitate all in-house surety inquiries and bond referrals
  • Serve as backup to the Account Executive

 Surety Team Management

  • Assists in developing and training on performance standards to increase servicing and processing efficiency
  • Oversees Account Administrator’s processing duties
  • Oversees Account Administrator’s tracking of agings and keeps current surety account receivables
  • Continue to develop detailed Standard Operating Procedures (SOPs) to create efficiencies
  • Conducts weekly High Performance Team (HPT) meetings and attends scheduled agency meetings (EPIC, Sitkins, etc.)
  • Act as Surety Systems Administrator responsible for maintaining and improving efficiency of Applied, SuretyPro, Intranet, PaperPort, and web site for the Surety Department
  • Oversee Maintenance of Surety Master Control sheets

ADDITIONAL DUTIES AND RESPONSIBILITIES

Problem solving and decision-making – identify problems early and find solutions

Proactively seeking out educational opportunities for growth and development

QUALIFICATIONS

Education / Certifications

  • College degree preferred
  • Current California insurance license preferred
  • Notary preferred

Experience

  • 3-5 years surety / banking / underwriting / lending industry experience

Knowledge, Skills, and Abilities

  • Surety, credit and/or construction accounting
  • Excellent written and verbal communication skills
  • Excellent computer skills and knowledge of MS Word and MS Excel
  • Strong attention to detail
  • Team player

Account Administrator – Commercial Department

SUMMARY

The Account Administrator provides support and assistance to their team, ensuring clients are well served. This position receives work directly from the SAM or AM.

The following is illustrative of the general activities of this position and does not reflect each and every task this position may undertake. Training and resources will be provided to assure the employee is able to accomplish what is required.

ESSENTIAL DUTIES AND RESPONSIBILITIES

‘Essential duties’ are those that an individual must be able to perform with or without reasonable accommodation.

With direct daily oversight:

Endorsement Processing

  • Submit endorsement requests to insurance company
  • Process endorsement transactions
  • Issue auto ID cards

Policy Processing

  • Process new and renewal policies (review policies to determine accuracy in issuance)
  • Final check of ReSource Pro’s processing

Process Certificates of Insurance

  • Process daily certificates
  • Backup for the Certificate Coordinator
  • Process renewal certificates

In addition to the above core responsibilities, this individual may be called upon to provide the following support:

Billing and Cancellation Issues

  • Follow up on cancellation notices issued by companies/finance companies
  • Answer insured’s agency billing questions
  • Answer direct billing questions
  • Issue invoices
  • Process premium finance agreements

Administrative Follow-up

  • Order loss runs and motor vehicle reports as needed or requested
  • Assist Account Manager with preparation of new business and renewal surveys as needed
    • Prepare vehicle schedules
    • Prepare driver and equipment schedules
    • Coordinate final product with word processing
    • Complete final assembly for presentation

Reconcile Audits

  • Process audits and review for accuracy

Contract Review

  • Compare the insurance requirements to the coverages on the existing program.
  • Obtain quotes on coverages needed to comply with contract insurance requirements.

Account Manager Tasks

  • Renewal and New Business Process
    • Prepare renewal surveys and send applications to clients
    • Complete applications and prepare quotations for new or renewal coverage
    • Request and process new, renewal and endorsement transactions
      • Binders
      • Letters
      • Automobile ID cards
      • Invoices
      • Finance Agreements
    • Market new business and renewals as requested by AM
    • Prepare proposals

Serve as backup for the Director of First Impressions

Serve as backup for AMs and/or AAs when they are out of the office

QUALIFICATIONS

Education / Certifications

  • High school degree
  • College degree desirable
  • Must hold current California Property & Casualty license

Experience

  • 3+ years of experience working in commercial insurance – agency setting preferred

Knowledge, Skills and Abilities

  • Excellent communication skills (both written and verbal)
  • Positive work ethic
  • Excellent interpersonal skills
  • Team player
  • Ability to focus on the task-at-hand and multi-task as needed
  • Ability to prioritize workload with rush requests
  • Ability to grasp complex issues and establish proactive solutions to assess those issues
  • Attention to detail and high quality work
  • MS Word and MS Excel program competency
  • Commercial insurance knowledge (construction industry knowledge a plus)
  • Knowledge of standard insurance industry procedures