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 fill out the Employment Application and forward resumes and completed application to to support@cavignac.com.

 

CURRENT POSITIONS AVAILABLE

Account Administrator – Employee Benefits Department

The Account Administrator (AA) position in the Employee Benefits Department assists the Account Manager (AM) with daily service activities for each client’s benefit offerings. The AA will be familiar with all of the AM’s clients and is responsible for seeing that the client is well served. It is mandatory that AA have solid knowledge of and adhere to the agency Standard Operating Procedures (SOP) manual. This individual must also hold a current California Life & Health License.

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.

  • Assume full responsibility for services of assigned customer accounts, including:
  • Assist with completion of RFP’s and prepare quotations for new or renewal coverage
  • Prepare open enrollment material and order supplies form carriers
  • Preparation of spreadsheets, presentations and proposals for new and renewal business
  • Prepare packages of material for open enrollment meetings and assist with meetings when requested
  • Handle open enrollment meetings as requested

Daily Duties

  • Process BOR letters
  • Follow up on BOR, get rates, plan summaries and renewal dates
  • Update EPIC and create new customer file
  • Process and follow up on new hire enrollment forms, request for coverage change and terminations
  • Assist AM on renewal and new business process taking responsibility for finalizing applicant information; transmit to carrier and attach in EPIC
  • Order supplies from carriers
  • Manage all claims
  • Manage billing discrepancies and delinquent premiums
  • Manage COBRA Administration questions and forms
  • Update client files in the paperless system
  • Respond to calls within 24 hours
  • Inform or involve the AM with “in-flight emergencies” as necessary, as they occur

QUALIFICATIONS
Education / Certifications

  • High school diploma or equivalent required
  • California Life/Health insurance license

Experience

  • 2+ years employee benefits insurance experience

Knowledge, Skills, and Abilities

  • Excellent computer skills and knowledge of MS Word and Excel
  •  Must be able to create and troubleshoot basic formulas in Excel
  •  COBRA knowledge
  • HIPAA knowledge
  • Public speaking ability
  • Strong attention to detail
  • Team player

 

Account Manager – Personal Lines Department

The Personal Lines Account Manager (AM) is the customer’s main contact person in the agency. The AM must become familiar with all of his/her clients and is responsible for service provided to the assigned customer accounts, ensuring that the client is well served.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Daily servicing of clients will include addressing various coverage issues and working with a personal lines producer(s) in handling all the inside service work associated with the client’s program, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies.

  • Process new and renewal policies (review policies to determine accuracy in issuance)
  • Perform quoting for all lines
  • Submit endorsement requests to insurance company
  • Process endorsement transactions
  • Issue auto ID cards
  • Process daily certificates
  • Process renewal certificates

QUALIFICATIONS

Minimum Experience Required

  • 3 or more years of experience in Personal Lines client management
  • CA Property and Casualty License

Knowledge, Skills and Abilities

  • In depth knowledge of insurance coverages and an ability to communicate this clearly to clients and underwriters
  • Must understand marketplace trends and best practices to meet clients’ needs
  • Strong written and verbal communication skills
  • Ability to prioritize and self-manage work load
  • Good mathematical skills
  • Strong negotiating skills
  • Proficiency in Word, Excel, PowerPoint, and Applied (preferred)