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

Director of First Impressions

SUMMARY

The Director of First Impressions (Administrative Assistant / Receptionist) position is critical to the success of Cavignac & Associates. The Director of First Impressions is responsible for the first impression we make upon our clients, prospects or anyone else who calls or visits our agency.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Front Desk

  • Answer incoming telephone calls
  • Greet all visitors to the Agency
  • Contact Custodian of Records in event of Process of Service
  • Check master calendar and keep welcome sign current and up to date (new employee, visitor, carrier, client, prospect, etc.)
  • Daily make sure the Xerox machines are stocked with paper and have no errors or messages on the machine

Scanning

  • Open, identify correct recipient, scan and distribute incoming mail each day
  • Scan outgoing company checks to ResoursePro
  • Train back-ups in these tasks
  • Ensure the scanner is working smoothly – primary contact for Canon technical support

Mail

  • Distribute incoming fax messages
  • Order express mail or messenger as needed
  • Run postage machine and order postage for meter
  • See that all mail reaches postal service on time each day

Supplies

  • Track inventory of stationery and office supplies
  • Order supplies
  • Coordinate maintenance of office equipment (copier, fax, phones, etc.)

Clerical

  • Assist with administrative projects (as needed for all departments)
  • Prepare 3-ring binders and comb-bind projects for all departments as requested
  • Copy jobs as requested
  • Library filing as needed
  • Enter data into Excel spreadsheets for AMs, AAs as needed

Renewal Tasks

  • Request loss runs from insurance companies / TPAs / wholesale brokers
  • Type up renewal surveys as needed

Kitchen

  • Load / unload dishwasher
  • Restock beverage refrigerator
  • Restock supplies as needed
  • Make sure no food, containers or magazines are left on tables overnight

Company Events

  • Follow Up on RSVPs for the events
  • Coordinate all events at direction of events committee

Support Functions

  • Coordinate and order in-house office lunches
  • Fold and stuff for various mailings
  • Assist in data entry for accounting
  • Assist Employee Benefits with folder stuffing

QUALIFICATIONS

Education

  • High school or equivalent

Experience

  • 2+ years of work experience

Knowledge, Skills, and Abilities

  • Excellent computer skills and knowledge of MS Word and MS Excel
  • Attention to detail
  • Team player

Account Administrator – Employee Benefits

SUMMARY

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.

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