JR Peterman Associates | Open Positions

This is only a partial list of the available positions.

There are many ways you can apply for consideration for one or more of these opportunities.

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Candidate Profile Form

Write to us:
Peterman Associates, Inc.
P. O. Box 3083
Stowe, Vermont 05672

Fax us:
(802)253-6314

Call us:
(802)253-6304

Once we review your info, we will call you to discuss your career goals and let you know of any opportunities we are aware of that may be a match.

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Career Opportunities

Group Health Underwriter New York, NY Our client, a large regional brokerage with offices up and down the East coast is looking for someone to perform the following functions in their Hartford, CT Office. Market analysis: evaluation of insurance carrier data and applicable industry information. Candidate will perform this quarterly task to assist the Director of Finance and Underwriting in developing this into a well thought out process; track pricing, product positioning and trends; accumulate information from staff members and other sources for use in periodic company newsletter. Candidate will support renewal evaluations and negotiations; manage data and documentation flow; input renewal data into management and quoting data base; forward information to carriers for quotes on lines of insurance such as health, life, dental and disability; manage the timeline of what is in and what is outstanding; compile info and compare to bid specifications; adjust pricing/plans with carriers as needed; input end result into excel templates to develop financial and benefit proposals; create executive summary of viable alternatives and recommendations; coordinate open enrollment "communications" to employees as needed; provide all required documentation to carriers on new sales. Technology requirements include: carrier web based services such as web enrollments, terminations, billing etc.; customized employee benefit websites; eBenefits Client Community websites; quoting systems (ex. BenefitCentral, HealtConnect Systems, carrier sites). $60-80K February 2012

Benefits Account Manager Long Island, NY Person will be responsible for providing a broad range of service support to group insurance clients ranging from sole proprietorships up to 50 employees. Job responsibilities will include: working directly with clients and their employees, significant personal interaction via phone, email and in-person; addressing claim, billing enrollment issues and problems involving group life and health programs; assisting with implementation of new group programs and transitions to new insurers; preparing and delivering renewal proposals; marketing inforce and proposed coverages and programs; and interfacing between clients and insurance companies and other benefits vendors. Key skills and abilities required: knowledge of group insurance is critical, applicable areas include group medical and prescription drug, group dental, life insurance, disability insurance and vision; strong general customer service skills; basic understanding of related insurance and benefits products - individual life and disability, 401(k), wellness programs (not required but would be a plus); ability to manage clients and basic projects independently; ability to recognize problems and client concerns and to work diligently to solve and/or address these effectively; and knowledge of HealthConnect quote system. Job requirements involve occasional local travel (NY, NJ). This is a salaried position with regular office hours, 9 AM-5 PM, with additional hours required as necessary to effectively service clients. Candidate should have a background with some aspect of group insurance or related field as well as computer/word processing/spreadsheet skills. Proficiency in Excel and Word.PowerPoiont, Publisher and MS Acess a plus. $55-70K February 2012

Group Health Contract Analyst East Position will file group insurance documents with state insurance departments using SERFF. Position will coordinate with internal business partners to respond to insurance department objections. Group products will include blanket accident, group accident, medical stop loss, student accident, and supplemental health plans marketed to association groups. This is a newly created position with a growing insurer. Position can be based in the company's New York City or Northern New Jersey office. Call today for details. Experience in state filings using SERFF is required. Group specialty health product experience is a plus. $60-70K February 2012

Individual and Small Group Health Underwriter Philadelphia area, PA The Medical Underwriter will be responsible for reviewing applications, gathering data and assessing risk against established underwriting guidelines and claims history. The qualified candidate will utilize rating tools, reference materials and resource systems to assess medical risk. The risk classification process will involve the evaluation of health questionnaires, the interpetation of medical history and telephone interviews with applicants. Decides whether to accept/deny applicants for health insurance coverage, and what rate level is required given the medical risk. Accountable for accurate case documentation, sound decisions, and clear written communications to the applicant and broker. Required Qualifications: Bachelor's degree in business, a degree in nursing, or equivalent work experience required. A minimum of 3 year's progressive proven work experience to be able to review medical applications, assess risk and make sound underwriting decisions based on estabished criteria and/or medical judgment. Strong clinical knowledge and understanding of clinical pathways. Demonstrated understanding of various medical underwriting systems that support underwriting for health insurance coverage. $65-80K February 2012

Stop Loss Underwriter Minneapolis, MN This position will be involved in the selection, evaluation, rating and sale of stop loss new business insurance for this company's Mid-Atlantic sales region. Candidate will have a broad knowledge of assigned lines of business with demonstrated proficiency. Underwriting larger, more complex, new policies and amendments, working with limited review of activities, undertaking assignments requiring a high level of technical expertise and in-depth knowlege of assigned lines of business is included in the job description. Requirements include: evaluate unique situations that potentially involve high risk; monitor trends and identify the need for new or revised procedures and practices; recommend improvements in underwriting and marketing strategies as well as placing reinsurance; and provide guidance to less experienced professionals; prepare analyses of underwriting performance. Candidate will have regular contact with the sales, marketing, claims and legal departments. A BA/BS degree or equivalent insurance industry experience is required. Three to five years underwriting team experience, as well as the ability to work independently is also required. Position requires strong communication skills, proficient PC skills, including spreadsheet applications and a demonstrated ability to select, price and grow selected lines of business. Relocation assistance is available for this position. $80-90K February 2012

Head of Group Life, Disability and Pension Operations New York City, NY Define and execute the detailed strategy for group servicing which will contribute to positioning company competitively in the group market and grow market share. Defining and executing the global industrialized manufacturing model for group products and services, including standards around product re-use. Support new business in the group pillar by playing a key role in defining, articulating, and managing the manufacturing and servicing solution for bids, particularly large and complex bids, where new and innovative solutions need to be developed and executed. This will involve writing RFP responses, developing and delivering client presentations and collating a repository of best practice template responses for future use. Position can also be located in Seattle or Kansas City, or work from home with 70% travel. Requirements: Bachelors degree; MBA preferred, or equivalent. A minimum of 15 years of successful Management experience, and significant and current Group Life Insurance background. Proven record of leading successful Group Life distribution or operations. A successful record of driving business change and building organizations. Change management expertise. Senior executive level of presence, with capability to project credibility, and gain trust, respect and results at all levels, both internally and externally. A broad overall understanding of the financial services industry. Open February 2012

Worksite Products Underwriting Executive Central, NJ Participate in generating new distribution and products, cultivating existing partnerships and underwriting and managing new and renewal opportunities in the Voluntary Benefits market. Products and services include Limited Medical, Prescription Drug, Dental, Vision, Critical Illness, Accident and Disability. Target markets include small and large employer groups and homogenous association groups. Job description: creation and management of distribution; conduct risk analysis, pricing and underwriting on new and renewal programs; conduct market/competitive analysis; manage administrators, MGAs, agents, consultants and reinsurers of programs; manage programs with coordination of internal support staff, including acturial, claims, compliance, licensing, legal and administration; track review and monitor experience, report findings to managment, and make recommendations as appropriate; and spearhead product developoment and/or enhancements to expand portfolio. Desired Qualifications: 7+ years experience in the Voluntary Worksite market as an underwriter or producer; experience as a project leader, including task management, delegating and ability to work autonomously; indepth knowledge of Critical Illness, Limited Medical, Accident, Disability, Dental, Vision and Prescription Drug; existing market relationships and the potential to move an existing portfolio of business; experience in developing employer group worksite distribution; knowledge of marketing conditions and competitors; experience in product developoment; experience in developing homogenous association group distribution; experience in manual and experience underwriting. $80-100K February 2012

Marketing Manager Long Island, NY Our client is seeking a talented Marketing Manager to support the needs of their sales production team. The position requires a team player to work collaboratively to achieve the marketing plan goals. The candidate will also work with sales and account management in a variety of activities including: identifying, verifying and nurturing new leads; creating compelling email campaigns to help build brand awareness; creating appropriate sales collateral support such as presentations, proposals, sales sheets, case studies, etc.; creating marketplace updates and distributing to clients and prospects; managing telemarketing campaigns; managing regional sales database and regional website and helping coordinate seminars and webinars. Ideal candidates will have solid employee benefits knowledge, have excellent writing skills as well as the ability to multi-task and priortize projects, and will have solid email and done direct mail marketing experience. $45-55K February 2012

Group Health Underwriter Central, NJ This stable and growing insurer has a need for an addition to their underwriting staff. Underwrite large, experience rated corporate sponsored group health plans for new business and renewals. Work closely with group field sales in plan design. Travel to clients/brokers to assist in the sales process. Five+ years of group health underwriting experience is required. Current underwriting experience with a group health insurer is also required. College degree preferred. Opportunity for long term career growth. Call today for details. Relocation assistance is available. $70-85K February 2012

Senior Underwriter Montpelier, VT Our client is seeking an experienced group health insurance underwriter who will be responsible for underwriting activities and decisions for complex group accounts. Responsibilities include contract development, rate setting, and financial settlement reporting for their experience rated large group and association accounts. Working with the underwriting team members, as well as with other departments within the company, this person will, for his/her assigned block of group accounts, be expected to make a positive contribution to the achievement of team objectives for financial results, production volume and timeliness, and customer satisfaction. Qualifications include: Bachelor's degree, preferably in math, statistics, or business, and 5+ years of health insurance underwriting experience, including the rating of PPO, POS and HMO plans, as well as experience in fully insured, retrospectively rated, and ASO financing options. Must be able to cummunicate well with group customers, brokers and consultants, and internally with all levels of manage.ent. $60-75K February 2012

Assistant Vice President Client Services/Senior Benefits Consultant New York, NY Candidate will be responsible for providing, and facilitating delivery of a broad range of group insurance and related products and services to clients, through the use and management of both external and internal resources within a mid-sized benefits brokerage/consulting organization. Focus is on clients from 100 to 1000+ employees. Job responsibilities will include: implementation of new group programs and transitions to new insurers; preparing and delivering program renewals; and marketing inforce and proposed coverages and programs. Local travel (NY & NJ) required. $90-100K February 2012

Group Sales Representative New York City, NY Ancillary products insurer is adding a sales representative with proven ability to sell ancillary employee benefits including DBL, STD, Group dental, vision, life, AD&D, and long term disability via brokers and agents in Manhattan and the New York City area. This insurer is under a new senior leadership team and is increasing its' product base and is poised for growth. Required Knowledge/Skills/Abilities: knowledge of principles and methods for showing, promoting and selling insurance products and services; ability to collaborate with the Vice President of Sales and the rest of the sales team to exchange information such as selling strategies and marketing information obtained from the field; knowledge of principles and processes for providing top notch producer and client customer service; a self-starter, with the ability to work independently; a stable and successful career background; a coachable, competitive spirit; and the ability to identify prospective producers. Open February 2012

Account Executive, Union Groups New York, NY Position will perform account management activities to maintain a block of Taft-Hartley, multi-employer union benefits, and corporate sponsored, employee benefit business. This position will implement new clients and recommend account retention strategies. Position will attend trustee meetings and review benefit financial exhibits for accuracy prior to meetings. A four year college degree and experience in account management, premium administration, or policyholder service is required. Significant experience with Taft-Hartley union groups is also required. Position is with a stable company with an excellent reputation in the labor union market. Call today for details. $75-95K February 2012

Regulatory Analyst Boston, MA The Regulatory Analyst will be responsible for tracking action on all non-Actuarial, all non-Financial related Worker's Compensation, General Liability and auto circulars in all states and jurisdictions countrywide. The esssential job functions are as follows: responsible for all aspects of circular review and implementation to assure company adheres to required action for NCCI, Independent Bureau and ISO circulars; review circulars and communicates impact to company profit center staffs and other effected departments including recommendation for independent company response where permitted; provide weekly status reports to all interested parties; work closely with the Underwriting Services Division to assure rating and policy issuance platforms are updated to incorporate changes required by circulars; and maintain a working knowledge of profit center products, company products and marketing strategies. Job requirements include a minimum of five years experience in this field, a Bachelor's degree, an understanding of casualty insurance products including WC, GL and Auto, knowledge of the insurance industry, excellent organization skills, advanced skill in Word and Excel, excellent written and verbal communication skills and the ability to handle large volumes of work accurately and in a timely manner. $60-70K February 2012

Sales Representative Long Island, NY This Third Party Administrator specializing in Self Funded Health Plans is seeking a Sales person. The candidate should have knowledge of Health Insurance Plans and/or the administration or service of Health Insurance Plans. Based on background, salary and commission is negotiable. Benefit package is offered with this full time position. Requirements include: must hold a valid NY Life & Health Insurance license; successful sales and marketing experience in healthcare or health insurance; excellent communication and interpersonal skills; strong consultative selling and presentation skills; ability to develop and manage relationships to reach business goals; ability to be compassionate while selling; experience in a business environment with the Independent Broker/Agent community and/or a background in business development; ability to plan, organize, and prioritize the actions required to accomplish day to day goals and objectives; and the ability to work effectively with fellow associates to further the goals of the business. Salary Open February 2012

Account Manager Work from home, VT The Account Manager is responsible for the successful renewal of company products to customers within an assigned Sales and Service team. Duties also include assisting with the implementation of new business and growing existing profitable accounts through account development. The Account Manager is responsible for successfully meeting assigned renewal quotas for the retention of current business and for selling new ancillary products to customers. The Account Manager's marketing efforts include maintaining a positive, supportive, and pro-active relationship with the brokers and customers. The Account Manager acts as the direct liaison between the company and the client. Additionally, this position may serve as "process owner" and is responsible for managing the corporate-wide performance of the Group Inquiry and Resolution key value creation process, including managing the process ownership team, communicating with the executive owner, and managing and coordinating the process improvement cycle. Candidates must possess excellent knowledge of group health insurance plans. $65-70K February 2012

Benefit Consultant - Senior Account Executive Long Island, NY The Benefit Consultant provides strategic advice while effectively and efficiently managing client activities. The Benefit Consultant reports to his/her assigned Team Leader (Vice President/Principal) as well as to the Partners of Health and Welfare Services. Client Renewal responsibilities are as follows: The assigned Benefits Consultant owns the renewal process and is responsible for all strategic planning and coordination of other health and welfare resources including providing direction to the Client Services Managers, as well as, administrative staff and the designated Partner. Candidate will prepare strategic planning calendar and deliver to the client; conduct strategic planning meeting with client to set proper expectations and discuss objectives for coming year; direct administrative support staff to secure census and current bills from client; request from administrative support that provider report be secured from current insurers; ensure administrative support staff conducts proper billing and census audits, as well as, census breakdown; request and negotiate incumbent renewals with in force insurers; and prepare and launch requests for proposals with alternative insurers and third party administrators. Candidate must have a valid NY Life & Health License as well as 7+ years employee benefits experience. $100-120K February 2012

Life Underwriter Southern Connecticut Well estabished and stable insurer has a need for an addition to staff in their home office life underwriting department. Position will underwrite applications for individual life up to $500,000. Higher amounts with second signature. College Degre required. Call for details. Great opportunity with potential for long term career growth. Relocation assistance is available. Company is located in a college town - plenty to do evenings and weekends. This position cannot work remotely. $55-65K February 2012

Benefits Consultant-Public Sector Business Washington, D.C. Position will provide benefit consulting services to municipalities, cities, state and federal governments, and their agencies. Emphasis on health benefits, providing advice regarding plan design, funding, administration and compliance matters. Position will manage complex projects and manage client relationships. Participate in business development to grow public sector revenue. Candidate will have a minimum of seven years of employee benefits, consulting experience. Strong knowledge of group health and managed care plans, and experience with public sector (city, state, municipal or federal) clients is required. Experience with retirement plans for public sector clients is a plus. Some travel required. High visibility position. Great place to work. Call today for details! Up to $150K February 2012

Benefits Account Executive Long Island A large regional brokerage is looking for a benefits account executive in their Long Island office. The candidate will interface with client companies relating to the analysis of plan design, cost and competitiveness; evaluate proposals, negotiate with carriers, prepare communications materials, conduct employee meetings; prepare, analyze and report on benefits utilization data; and review SPD's and prep 5500s. The right candidate should have 5+ years in the account management field on either the broker or carrier side. Knowledge of group medical a must. Salary $70-90K February 2012