J. R. Peterman Associates, Inc .

Partial List of Current Searches

  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.
J. R. Peterman Associates, Inc.
P. O. Box 3083
Stowe, Vermont 05672

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Once we review your information/resume, 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.We will always advise you of a potential opportunity prior to discussing your name, background, or credentials with a client.We look forward to working with you. 

Regional Group Disability Sales Manager -NYC Area  

We are working with the growing U.S. accident & health division of a global insurer in identifying sales staff in the greater NYC marketplace. Successful candidates will be responsible for marketing their statutory disability, short-term disability, and paid family leave products through the employee benefit brokerage community. The role will work closely with underwriting and marketing to execute their business development strategy and help ensure products are competitive, profitable, and compliant. Candidates should have 5+ years selling employee benefits (disability) through NJ/NY brokers, be comfortable in a public speaking environment, and possess consultative selling skills. Jersey City, NJ or New York City. Salary $90k-$125k, plus small bonus. Call Jeremy. October 2019

Inside Life Insurance Sales Opportunity  

We are looking for a strong business development rep or sales development rep to be responsible for the following duties:

Support and promote the sale of life insurance and annuity plans to existing and prospective members who are requesting information by phone, e-mail, regular mail, in person, or by Marketing leads .Oversee the entire sales process from proposal to close; reach or exceed monthly sales goals Exercise discretion and independent judgement with respect to insurance policy counseling to best serve our members and potential members

Develop and maintain strong business relationships with current and prospective members

Track, prepare and maintain records of sales leads and account status. Make outbound sales calls to actively make sales & schedule appointments with prospective members Write sales proposals with immediate follow-up with prospective members
Effectively communicate insurance products and services to our prospective members

Initiate follow-up contact with prospective policy holders who have not provided an application since their most recent request.Educate military personnel and their families on military benefits, as well as the benefits of membership and products.

Starting salary will be around $60K and will increase to $67K and eligible for monthly bonuses after three months. Call Jeremy. or Email: jeremy@jrpeterman.com October 2019


Compliance Associate-New York City   

A growing L&H department of a large, multi-line insurer has a need for an addition to their compliance staff. Working with the General Counsel and Compliance Manager, the position will perform diverse compliance functions. Responsibilities include the set-up and maintenance of a significant volume of authorizations required for the company to conduct business in the US. Utilizing excellent communication and organization skills, the candidate will prepare and file quarterly and annual reporting prepared by accounting or actuarial (assessments, statutory financial statements, premium tax returns). Perform legal research and special project work regarding corporate compliance matters, as required. This position will not draft policy forms. Starting salary will be in the $85-110K range depending upon experience. 

QUALIFICATIONS: Minimum of an Associate Degree. Bachelor's or J.D. degree preferred. Minimum of 3 - 5 years of relevant compliance experience; prior experience in an A&H insurance company preferred. P&C experience is also a match.                                      Contact Jim: 802-253-6304 / peterman@jrpeterman.com October 2019  

Group Health Underwriting Opportunity-Princeton, N.J.

The Group Insurance Underwriter will  prepare new business experience rated proposals and oversee proposals generated by other members of the Underwriting team. This position will prepare complex and customized quotes for new and renewing group insurance plans in accordance with designated authority levels.  Other duties include: Using assigned rate models, prepares proposal requests for large sized medical, life, and disability risks. Focuses on complicated RFP’s. Records and maintains all prospects in CRM on a daily basis. Drafts policies and final documents for sold cases. Provides oversight and training to the Underwriting Coordinators and Underwriting Analysts

Candidates will have 5+ years of experience in group health underwriting, International underwriting experience is a plus. College Degree strongly preferred. Starting salary in the $100-130K range, plus bonus. Call Jeremy for details. October 2019  

Stop Loss Sales Representative – North Boston, MA

We are seeking a medical stop loss professional to market products throughout the Northeast brokerage community. Candidates must have solid technical knowledge of stop loss/self-funded coverage and the ability to travel as needed on sales appointments within the territory. Candidates can come from an underwriting, sales, or inside sales background as long as they have 3+ years of stop loss experience. First year target compensation is $125k+, which can be easily exceeded. Long term potential $225k+. Call Jeremy. 

October 2019

Western Region Sales Director-Work From Home 

The regional sales director for a growing leisure travel insurer to cover a multi-state territory in the Western States. The position will sell trip cancellation, lost baggage, short term /long term international medical, evacuation and security products to travel agents, airlines, cruise lines, tour operators, associations, school/college groups, and travel aggregators (Travelocity, etc.). The company is expanding its distribution and this is a new position , open as a result of the expansion plans. Renewal incentive compensation make this opportunity an income builder as years go by. The position can work remotely from home in any of the western U.S. states. Company can be flexible regarding states in sales territory. Starting salary and first year incentive guarantee will be around $110-120K.

Experience in selling travel insurance or assistance benefits is required. Experience selling to travel agents or cruise lines is a plus. Call or email Jim  Peterman for more details. 802-253-6304, or peterman@jrpeterman.com  October 2019

Global Claims Leader (SVP)  

I am presently searching for and experienced claims and management professional with international medical experience for an SVP level, Global Claims Leader position, with a global benefits and travel insurance provider. The company serves mostly the corporate sponsored and study abroad markets, but also markets to leisure travelers. Based in Miami, or Princeton, the position will take a strategic role with claims and provider contracting topics including, setting policy and procedure, global provider networks, analysis of patient treatment outcomes and costs. Lots of corporate growth is forecast and this position will be part of the senior management team driving that growth.

Company has three claims offices globally Serbia, India, and the U.S. Position will also oversee the general management of the offices. with staff approaching 200 employees. Position will manage international group medical, expat benefit plans, group disability and life, group dental, BTA, short term medical (business travelers and college study abroad), and travel insurance claims staff and processes. Starting salary to $200K+ plus bonus. Relocation assistance is available. October 2019

Training and Development Specialist-Arlington, Va. 

 This is a high visibility position with a growing niche insurer, based in Alexandria, Virginia. The position will partner with internal departments and subject matter experts and leadership on design, development and evaluation on training and development programs, course content and instructional materials. Facilitate needs analysis with leadership, operations and human resources to define desired skills/performance standards, current gaps, and success measures. Responsible for design, development and delivery of multimedia and interactive media in support of learning by utilizing a variety of multimedia development tools and scripting language; develop multimedia to be used in face-to-face online and blended learning environments. Establish training and development performance metrics; track and record the effectiveness of training programs, and report performance metrics to Acting Director of HR/Director of Administration & Facilities, Starting salary will be in the $75-90K+ range.

Candidates will have strong multimedia development skills, with graphic, video production software, and experience with Shared Content Object Reference Model (SCORM). Minimum of three years in multimedia design and application development is preferred. Must have experience utilizing LMS platforms as well as developing education or training content for adult learners; experience with video production equipment and workflow preferred. Four year College Degree is also required. Jim peterman@jrpeterman.com  October 2019

Health Insurance Attorney Opportunity

 We are presently searching for an attorney with life and health compliance experience for a large insurance group, with offices in New York City (Mid-town) and Phoenix. The position can be based in either location. This is a highly visible position, which should provide long term opportunity for career growth.

The position will be involved in managing a range of compliance, regulatory and legal services for the insurer and its affiliates. Primary duties will include legal research, insurance policy research and development, monitoring regulatory changes and directing the compliance process.

Candidates will have a minimum of two years of life and/or health regulatory experience, a law degree, and be admitted to the State Bar or be able to qualify for in-house counsel admission. Starting salary is open depending upon experience, in the $70-90K range. 

Jim, October 2019

Sales Operations Analyst, Arlington, Va.   

This is a great opportunity to coordinate insurance sales leads efforts within the various home office departments. Company sells life and annuity products to retired and active military members and their families. Position will identify potential sources of sales leads and provide input on strategies to turn the leads into sales opportunities. Position will contract and manage third party vendors. Assist in the development of sales processes, especially how they relate to the client relations management software -SalesForce.com.

Candidates will have 5+ years of insurance experience with recent experience focused in a sales support or telemarketing support role. Proficiency in Excel, and in handling large amounts of data.  Starting salary will be in the $76 - 93K range. Local candidates only. Jim.  October 2019

Stop Loss Claims Manager – multiple locations (Northeast) - $80k-$90k.   

Plans and directs the work of Claims unit personnel, including directing work assignments, scheduling and reviewing work-in-progress.  Monitors work flow to ensure continued prompt and accurate claims service.  Supervises staff, with responsibility for hiring, performance management, and coordinating training and development. Reviews and handles all problem, complex, or special claims cases and settles or initiates further action within approved authority limits, ensuring that policyholders are treated fairly and equitably and that the terms and policies are in compliance with state and federal laws. Represents carrier to outside agencies, such as third party administrators, brokers/agents, policyholders vendors, and outside counsel to ensure continued good relations and company image. Demonstrated ability to effectively communicate and negotiate to  achieve results through influencing others within the department/ organization, both bottom up and top down. Superior knowledge of Stop Loss and associated computer systems.  Eight to ten years experience in claims with four to five years of management experience. Jeremy. October 2019

Individual Life Underwriter-International Risks:  

This newly created position-open as a result of growth- will underwrite life and disability insurance risks for individuals who reside outside of the U.S. The position will participate in foreign market analysis, product development to satisfy market demand in specific countries world-wide, as well as underwrite. Life and disability products are underwritten on a stand alone basis or ancillary to IPMI products sold by the company.

Significant life underwriting experience plus experience in underwriting individuals who reside out side the U.S. is required. Disability underwriting experience is a plus. Starting salary will be in the $125K+ range. Position must be based in Princeton, N.J.  Jim.          October 2019.

Stop Loss Over payment Recovery Specialist – multiple locations (Northeast) $55k-$65k.  

Track, calculate and pursue over payments identified within Stop Loss department.  This includes (1) research of files, having full understanding of claims, type of over payment, over payment resolution options and total knowledge of systems used by claims department; (2) follow up of over payment requests which may include discussions with TPA, BA, Broker both internal and external customers via conversation and/or letters, ability to provide detailed descriptions of circumstances around over payment and provide specific details from claim, conduct discussions with internal claims analysts; (3) provide monthly current recovery reports (analysis, trending, actions, status), contacting external customers (TPA/Broker/outside collection agency) as warranted. 

Receive escheatment report, investigate customer data and provide data to banking for potential stop pay/re-issue of checks. 

Refunds due – work with QA Analysts to investigate potential refunds due to customers and set up system accordingly.

Process deposits for AS checks Additional responsibilities as determined by management and business need. Highly skilled verbal and written communication skills. 5+ years understanding of first dollar medical claims or stop loss claims. Negotiation skills. Jeremy. Octoberr 2019.