SENIOR Commercial Insurance Account Manager

Hybrid Role – Near Alpharetta, GA
Salary: $65-85K base + Bonus + 401k + Generous PTO & Benefits

Are you ready to take your insurance career to the next level? Join an established, highly reputable agency that offers not only growth potential but also a vibrant culture where you can thrive!

We’re seeking an experienced Senior Commercial Insurance Account Manager to help manage and expand our middle-market accounts. If you’re passionate about client relationships, providing strategic insurance solutions, and leading with confidence, this could be your perfect fit!

Why You'll Love Working With Us:

• Dynamic Team Environment – Be part of a supportive team that values your expertise and contributions.
• Career Growth Potential – We offer opportunities to grow within the company and take on new challenges.
• Work-Life Balance – Enjoy the flexibility of a hybrid work environment, along with generous vacation and PTO.

What You'll Do:

• Use your full knowledge of insurance products to advise and consult clients on their coverage needs.
• Take charge of your assigned book of business and ensure smooth workflow management.
• Build and maintain strong client relationships, working closely with our sales team to protect and grow clients' business.
• Review policies, endorsements, and proposals for accuracy and completeness, ensuring all processes meet our high standards.
• Oversee the marketing and quoting of new and renewal business, utilizing your industry knowledge to secure the best coverage.
• Handle special projects and collaborate directly with our VP of Commercial Lines to drive initiatives forward.
• Develop strong partnerships with carriers, vendors, and internal teams to ensure outstanding service.

What We're Looking For:

• 10+ years of experience working with middle-market accounts in an agency setting.
• A client-focused professional who excels in insurance mitigation strategies and policy accuracy.
• Organized and capable of delegating tasks effectively while juggling multiple priorities.
• Experience with EPIC or similar agency management systems.
• Strong math, technical, and communication skills to ensure smooth operations and client satisfaction.

Ready to Join Us? We’re looking for someone who is not only experienced but also excited about what the future holds. If you’re ready to make an impact and grow with a company that values its employees, we’d love to hear from you!

#hybrid

#LI-DT1

#INDTJG-ST

Job Summary

We are seeking an experienced Employee Benefits Account Manager to join our team. The Employee Benefits Account Manager will be responsible for maintaining and servicing a portfolio of employee benefits clients, providing exceptional customer service, and ensuring that client needs are met.

Responsibilities

• Act as the primary point of contact for clients
• Provide personalized service to clients, including plan design, consultation, and ongoing support
• Build and maintain strong relationships with clients to understand their needs and objectives
• Coordinate with internal teams to ensure client satisfaction and retention
• Communicate plan changes, updates, and compliance issues to clients
• Conduct periodic reviews and audits to assess the effectiveness of client benefit plans
• Research industry trends and best practices to recommend enhancements to client plans
• Participate in client presentations and meetings to review plan performance and discuss future strategies

Qualifications/Requirements

• Proven experience as an Employee Benefits Account Manager or in a similar role
• Strong understanding of employee benefits programs, regulations, and compliance requirements
• Knowledge of Affordable Care Act (ACA), ERISA, and HIPAA regulations
• Excellent interpersonal and communication skills
• Ability to build and maintain strong client relationships
• Proficiency in Microsoft Office and Applied EPIC
• Holds an active L&H (Life and Health) License

Compensation Package

• Compensation: Between $60k-$100k (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-DD4

Personal Insurance Account Manager

Job Summary

Ready for a rewarding career? A growing insurance agency is looking for a Personal Insurance Account Manager with the ability to foster strong client relationships, navigate insurance policies, and deliver top-notch service. If you're a dedicated professional with a passion for insurance and a commitment to excellence, this is your opportunity to excel.

Responsibilities

• Provide comprehensive servicing for a book of business, including handling new business, renewals, endorsements, and cancellations.
• Prequalify and analyze prospects' coverage needs to understand their insurance requirements.
• Gather necessary information to prepare accurate quotes and proposals for clients.
• Provide clients with clear and detailed information about available coverage options.
• Review and assess current coverages of existing clients, advising on necessary adjustments or additional coverage.
• Recommend updates and changes in coverage to ensure clients have high-quality insurance protection.
• Process policy renewals, ensuring clients are informed about upcoming renewals and options.
• Remarket policies when necessary to secure the best coverage and pricing for clients.
• Assist clients with coverage changes, endorsements, and policy updates.
• Handle all service requests promptly and efficiently, addressing client inquiries and concerns.
• Manage direct-billed payments and billing inquiries on behalf of clients, providing assistance and clarification regarding billing questions and issues.
• Serve as the primary point of contact for both English- and Spanish-speaking clients, ensuring excellent customer service and fostering long-term relationships.
• Manage a portfolio of client accounts, providing ongoing support, policy renewals, and addressing client inquiries.
• Collaborate with underwriters, claims adjusters, and other team members to ensure clients’ needs are met.
• Demonstrate adaptability and a willingness to take on other relevant duties to contribute to the agency's overall success.

Qualifications/Requirements

• Knowledge and understanding of various insurance coverages, policies, and terms.
• Excellent written and verbal communication skills.
• The ability to convey complex insurance information in a clear and understandable manner.
• Strong organizational and prioritization skills.
• Proven ability to build and maintain positive client relationships.
• Keen attention to detail when reviewing policies and documents.
• Ability to analyze complex insurance situations and propose effective solutions.

• Holds an active Property and Casualty (P&C) Insurance License.
• Bilingual fluency in English & Spanish - required.
• 3+ years of relevant insurance industry experience preferred.
• Previous experience in personal lines insurance and account management.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $37K-$60K (based on experience) + commission.
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Remote 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

Essential Duties and Responsibilities include, but are not limited to the following.

· Receive, document and process all insured’s requests for service, to the insurance company, the day the request is received, when possible, or by the next day. Every effort should be made to maintain a “0” backlog of work on hand.

· Maintain files in an organized and proper manner and as may be specified by management.

· Keep abreast of new policies, coverage’s, etc. available to our agency and insured’s in order to provide proper coverage’s at competitive prices.

· Keep abreast of procedures and updates on all company software, in order to process requested changes or new coverage.

· Assist claims department providing necessary information relative to an insured’s coverage’s.

· Keep other producers fully informed of all-important activities on their accounts.

· Perform other pertinent tasks, as requested by management.

· Attend all agency staff and/or management meetings, as requested by management.

#LI-DK1

Commercial Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

The ideal candidate will have the following qualifications:

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• 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.
• Responsible for retention of all accounts assigned to them.
• 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-BJ1

Overview: We are seeking a Senior Commercial Auto/General Liability Claims Adjuster. The ideal candidate will actively manage and effectively oversee assigned NAC business accounts for Auto and General Liability claims written on a guaranteed cost basis, high deductible, and self-insured retention basis handled by third party administrators.

Responsibilities:

• Actively manage and oversee assigned NAC business accounts for Auto and General Liability claims
• Ensure proper claims handling and service delivery by working with third party administrators
• Assist in the risk selection process by working with Underwriting and Risk Control
• Identify loss trends on an account or book of business level

Qualifications:

• Minimum of seven (7) years’ working experience overseeing and managing multi-line claims with auto/general liability; preferred 10+ years
• Proper Adjuster Licenses in all applicable states
• Ability to handle high severity claims
• Knowledge & expertise with multiple jurisdictions
• Previous experience working for a TPA or TPA oversight role is a plus
• Strong communication, problem-solving, and time management skills
• Willingness to travel 25% for mediations and meetings with brokers/underwriters

Day-to-day: The successful candidate will work with third party administrators, participate in client set-up meetings, attend mediations and trials, and assist in the risk selection process. They will also be responsible for identifying loss trends and resolving any claims or service issues that arise.

Benefits:

• Competitive salary
• Up to 10% target bonus based on company and personal performance
• Cell phone stipend $85/month
• Employee Stock Option Program
• 401(k) Plan and Pension Plan
• 12 Company Paid Holidays
• 25 PTO days (accrued throughout the year)

#LI-MW1

About the Role:

We are seeking a motivated and results-driven Insurance Sales Agent to join our dynamic call center team. In this role, you will engage with potential customers via inbound and outbound calls, providing them with tailored insurance solutions. If you thrive in a fast-paced environment, enjoy helping customers, and have a passion for sales, we want to hear from you!

COMPENSATION:

• $18.00/hr. plus uncapped commission (average Agent makes $70,000 - $80,000/year)
• Comprehensive training
• Health, dental, and vision insurance.
• 401(k) with company match.
• Paid time off and holiday pay.
• A supportive and team-oriented work environment.

REQUIREMENTS:

• Must have a Property & Casualty Insurance license
• 1+ years of sales experience, preferably in a call center or high-volume sales environment.
• Strong communication, negotiation, and customer service skills.
• Ability to work in a fast-paced, metrics-driven environment.
• Proficiency in CRM systems and sales technology.
• Bilingual (Spanish/English) a plus but not required.

RESPONSIBILITIES:

1. Handle inbound sales calls to prospective customers.
2. Assess customer needs and recommend appropriate auto insurance policies.
3. Explain coverage options, policy features, and benefits in a clear and compelling manner.
4. Overcome objections and close sales efficiently while maintaining compliance with state regulations.
5. Build rapport and maintain long-term client relationships.
6. Meet and exceed individual and team sales goals.
7. Process applications, verify customer information, and ensure accurate documentation.
8. Stay informed about industry trends, underwriting guidelines, and policy changes.

#LI-MW1

INDTJG-CTT

About the Role:

We are seeking an experienced Commercial Auto Underwriter to join a dynamic team in Atlanta, GA. This hybrid role offers the flexibility to work remotely while also collaborating in-office with a team dedicated to delivering best-in-class underwriting solutions. The ideal candidate will have a strong background in underwriting commercial auto risks, assessing profitability, and building relationships with agents and brokers.

COMPENSATION:

• $90,000 - $100,000/year
• Discretionary annual bonus based on personal and company performance
• Health, dental, and vision insurance.
• 401(k) with company match.
• Paid time off and holiday pay.
• A supportive and team-oriented work environment.

REQUIREMENTS:

1. 2+ years of commercial auto underwriting experience within an insurance carrier.
2. Strong knowledge of ISO rating principles, risk assessment, and underwriting best practices.
3. Familiarity with state-specific commercial auto regulations
4. Proven ability to analyze and interpret complex risk data to make sound underwriting decisions.
5. Excellent communication and negotiation skills to work effectively with brokers and insureds.
6. Proficiency in underwriting software and Microsoft Office Suite.
7. Bachelor’s degree in Business, Insurance, or a related field required; professional designations (e.g., CPCU, AU) are a plus.

RESPONSIBILITIES:

1. Evaluate, assess, and underwrite new and renewal commercial auto policies, ensuring adherence to company guidelines and risk appetite.
2. Analyze financial data, loss history, and risk exposures to determine appropriate pricing and coverage terms.
3. Develop and maintain relationships with agents, brokers, and internal teams to facilitate profitable growth.
4. Collaborate with claims and risk control teams to assess risk trends and implement underwriting strategies.
5. Stay updated on industry regulations, market conditions, and competitor trends to ensure competitive underwriting practices.
6. Utilize underwriting tools, rating models, and technology to streamline decision-making and improve efficiency.

#LI-MW1

INDTJG-CTT

Bookkeeper

Insurance agency is seeking a Bookkeeper to join their team. They are looking for someone with a strong commitment to excellence and precision, and someone who takes pride in maintaining accurate financial records and delivering reliable results.

Seeking someone who is detail-oriented and experienced in insurance bookkeeping. Must be familiar with agency operations and ideally come from an insurance agency. Primary focus of the role is client accounting / reconciliation.

Key Responsibilities:

• Manage day-to-day bookkeeping tasks, including accounts receivable

• Reconcile client invoices, and payments

• Prepare financial reports and assist with monthly/quarterly/annual closings

• Maintain accurate records of premiums, and policy-related transactions

• Collaborate with the insurance team to ensure accurate financial data tracking

• Assist with audits and compliance requirements specific to the insurance industry

• Utilize accounting software to manage and streamline bookkeeping tasks

Qualifications:

• Proven experience as a bookkeeper, preferably within the insurance or financial services industry

• Proficiency in Excel. Applied EPIC experience is a plus

• Strong understanding of accounting principles and insurance-related financial processes

• Excellent organizational skills and attention to detail

• Ability to handle confidential information with discretion

• Strong communication skills to work effectively with team members and external stakeholders

• Certification in bookkeeping or accounting is a plus
  
  

What We Offer:

• Competitive compensation with a great bonus plan. Salary range $55K-$65K+ DOE

• Opportunity to work in a supportive and collaborative environment

• Potential for growth within the company

#LI-ET1