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. 


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. September 2019  

Event and Marketing Operations Specialist

The Event and Marketing Operations Specialist will maintain an annual events calendar, support social media postings, travel to and manage conference and exhibit opportunities for various life insurance industry marketing and media events. This position will serve as point of contact for managing projects for marketing operations, events, and third party advertising agencies and vendors/suppliers. Determine suitability for life insurance events/sponsorships, level of participation, and on-site requirements for securing the best possible return for each opportunity chosen.

This high visibility position will report to the head of marketing for a growing life insurer based in Arlington, Virginia. This growth should provide opportunity for your long term career growth as well. 7 years of marketing and event planning experience with at least some experience in  life insurance  is required. Starting salary will be $69-82K depending upon experience.For more details, call Jim 802-253-6304 or email: peterman@jrpeterman.com

September 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. September 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, September 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.  September 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. September 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. September 2019.

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

Track, calculate and pursue overpayments 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 overpayment 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. September 2019.

 Beneficiary Services and Life Claims Support- Arlington, Va. Insurer  

  Respond to queries from policyholders, members, insured, and annuitants about the claims process, basic IRS rules pertaining to life insurance and annuity death proceeds, and survivor benefits from Federal agencies (Defense, Veterans Affairs, or Social Security Administration) or any other claims-related concerns.   Provide high quality service and the necessary financial education on the options available to the beneficiaries to allow them to make an educated decision on the settlement of the benefits.

·       Appropriately manage members and/or beneficiaries who visit the office seeking claims-related assistance or retrieving documents held by company for safekeeping. Accurately record information related to the death of a Navy Mutual member, insured, or an annuitant on the Claims “Death Report” obtained from a telephone call, facsimile, emails, etc.; file for processing from notification to settlement. Process Change of Beneficiary forms within the policy admin system, archive the  documents in the imaging system, and return confirmations back to the policy owners.

Starting salary: $65-73K

Qualifications: Bachelor’s degree and at least 5 years of prior life insurance claims and benefits experience. Having a professional designation such as CLU, FLMI, ACS, etc. is a plus. Previous experience in a professional customer service environment is a must. Working knowledge of insurance policy administration system including reporting experience is essential. Working knowledge of claims operations, financial services, or financial/estate counseling and education is a plus.  Jim. September  2019