Directly from Client 

Sales Producer

Commercial lines producer with experience in the real estate industry. The ideal candidate would have worked on Commercial and Residential buildings in the 5 boroughs. They should have a minimum of 2 years of experience working at a brokerage.

• Brokerage experience 
• Real estate experience 
• Licensed with 2-3 years of experience 
• In office position
• Salary $50k with total compensation of $100-180k 

Directly from Client 

Commercial Lines Account Manager. 

This person would be working on our renewal team,  quoting in different portals and with wholesalers, then presenting and selling the renewal quotes to our clients over the phone and/or email. We would like someone who is confident and aggressive on the phones. 

• Work on our commercial book of renewals 
• Account sizes vary from $5k-$50k in premium 
• Be confident over the phone- Sales experience is preferred 
• This can be a hybrid or remote position 
• Must be PC licensed
• 3+ years of experience 
• Salary $70k- $95k depending on experience ( No commissions)

Directly from Client 

Account Executive/ Underwriting Assistant

• Works alongside producer
• Preferably with a real estate background
• Licensed
• Quoting in various carrier portals/ wholesalers
• Service Accounts
• In office position
• Salary $70-$90k depending on experience ( No commissions)

Job Summary
We are seeking an experienced Personal Insurance Sales Executive to join our team. The ideal candidate will be responsible for bringing in new business, maintaining existing accounts, and providing exceptional customer service. The role requires a strong focus on sales, with a preference for individuals with a proven track record in revenue production and leadership abilities.

Responsibilities
- Develop and execute a comprehensive business plan to bring in new business and expand the client base
- Proactively identify cross-selling and upselling opportunities to maximize revenue
- Establish and maintain strong relationships with clients, ensuring their insurance needs are met with the highest level of satisfaction
- Conduct thorough insurance policy reviews with clients to identify opportunities for coverage enhancements and additional insurance products
- Quote new and renewal business, with a focus on achieving and exceeding sales targets
- Identify market trends and competitive insights to inform sales strategies and product offerings
- Collaborate with clients, providing expert advice and guidance on insurance products and coverage options
- Attend industry events, networking functions, and client meetings as needed to support business development efforts

Qualifications/Requirements
- Active P&C (Property & Casualty) license
- Proven success in sales with a track record of revenue production and leadership abilities
- 5+ years of relevant insurance industry experience preferred
- Familiarity with EPIC software is preferred
- Ability to work in a hybrid remote and in-office environment, with travel as needed
- Excellent communication, negotiation, and relationship-building skills

Compensation Package
- Compensation: Between $60K-$110K (based on experience) + commission opportunities.
- Competitive benefits package, paid time off, profit sharing, professional development opportunities, etc.
- Hybrid work schedule available.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-CH2

Job Summary
We are seeking a driven and experienced Commercial Insurance Sales Executive to join our team. The ideal candidate will be responsible for bringing in new business and maintaining a book of business, with a focus on mid to large accounts. The role will involve field sales efforts and may require travel to meet with clients and attend work events. This is a great opportunity for individuals with a strong sales background and a proven track record of revenue production.

Responsibilities
- Develop and execute a business plan to bring in new business
- Quote new and renewal business, with a focus on transportation and agriculture accounts
- Maintain and grow a book of business, with a target revenue of $450k+
- Collaborate with leadership and other team members to achieve sales targets
- Adhere to company policies and procedures, including the use of EPIC software for sales activities

Qualifications/Requirements
- Must hold a P&C license for Commercial Lines and Personal Lines
- Minimum of 5 years of experience in commercial insurance sales, with a strong track record of revenue production
- Familiarity with insurance software, particularly EPIC
- Ability to work in a hybrid remote and in-office environment, with willingness to travel as needed

Compensation Package
- Compensation: Between $60K-$120K (based on experience) + commission opportunities.
- Competitive benefits package, paid time off, profit sharing, professional development opportunities, etc.
- Hybrid work schedule available.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-CH2

Job Summary
We are seeking an experienced Employee Benefits Sales Executive to join our team. The ideal candidate will be responsible for bringing in new business and maintaining existing accounts. This role requires a strong focus on sales, with a preference for individuals with a proven track record of revenue production.

Responsibilities
- Develop and execute a business plan to bring in new business
- Manage accounts and maintain strong client relationships
- Quote new and renewal business, with a focus on revenue generation
- Travel as needed for client meetings and work events

Qualifications/Requirements
- Active L&H (Life & Health) license
- 5+ years of sales experience, with a proven track record of revenue production
- Experience with EPIC software is preferred
- Ability to work in a hybrid remote and in-office setting

Compensation Package
- Compensation: Between $60K-$120K (based on experience) + commission opportunities.
- Competitive benefits package, paid time off, profit sharing, professional development opportunities, etc.
- Hybrid work schedule available.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-CH2

Employee Benefits Eligibility Specialist

Job Summary:

Are you interested in making a positive impact through benefits administration? Join a dynamic team as an Employee Benefits Eligibility Specialist, where your expertise will make a significant impact. This role offers the opportunity to work closely with various departments, providing essential support and ensuring seamless benefits administration.

Responsibilities:

• Manage consolidated billing and invoicing processes.
• Handle all aspects of eligibility, including reviewing applications for submission.
• Apply standards such as waiting periods, minimum hours, and required documentation.
• Make changes to healthcare plans and update carrier information.
• Conduct audits to ensure accuracy and compliance.
• Participate in training sessions to understand products and their implications.
• Communicate effectively with the CFO, office directors, and HR.

Qualifications/Requirements:

• Experience in a customer-facing role with strong communication skills.
• Proficiency with Microsoft Office.
• Above-average computer skills with the ability to master essential software programs.
• Ability to analyze data and make informed decisions.
• Strong focus on accuracy and thoroughness in all tasks.
• Strong problem-solving skills, with the ability to address and resolve issues.
• Highly organized, with the ability to manage multiple tasks and priorities efficiently.
• Strong interpersonal skills, with the ability to work collaboratively with various departments and stakeholders.

Compensation Package:

• Compensation: Between $56K-$70K (based on experience).
• Competitive benefits package, paid time off, professional development opportunities, etc.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-KH1

#LI-TM1

Personal Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of personal lines insurance coverage. 

The ideal candidate will have the following qualifications:

• Experience working with home, auto, and umbrella coverage.
• Prior experience in a client facing role, building and maintaining relationships.
• Ability to handle new and renewal business.
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

#LI-BD1