Job Title: Personal Lines Producer

Job Summary

Seeking a motivated and customer-focused Personal Lines Producer to join a dynamic team. In this role, you will play a pivotal part in growing the personal insurance portfolio by identifying prospects, building strong client relationships, and tailoring insurance coverage solutions to meet the unique needs of individuals and families. This is an excellent opportunity for an enthusiastic professional looking to make an impact in a supportive, inclusive, and collaborative environment.

Responsibilities

• Build and maintain strong relationships with prospective and existing clients to understand their insurance needs.
• Identify and actively pursue new business opportunities to expand the company's personal lines portfolio.
• Provide personalized insurance consultations and recommend suitable policies for homeowners, auto, renters, and other personal lines.
• Prepare accurate insurance quotes and explain policy options, terms, and coverage details to clients transparently.
• Collaborate with underwriters to ensure proper policy placement and binding.
• Maintain up-to-date knowledge of industry trends, product offerings, and relevant regulations.
• Consistently achieve or exceed sales and retention targets while delivering exceptional service.
• Conduct periodic reviews of clients’ insurance plans to ensure coverage adequacy and offer adjustments based on changes in needs or lifestyle.
• Represent the company in a professional and ethical manner in all client and community interactions.
• Ensure compliance with all local, state, and federal insurance regulations.

Qualifications/Requirements

• Active P&C insurance producer license (required).
• Proven sales experience, preferably in personal lines insurance.
• Strong communication and interpersonal skills with the ability to build trust and rapport with diverse clients.
• Customer-focused with a consultative sales approach.
• Ability to work independently and manage multiple tasks or priorities with attention to detail.
• Technologically proficient; experience working with insurance software systems is a plus.
• Self-starter with a track record of meeting or exceeding sales goals.
• Commitment to continuous learning and professional development.

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-PM1

Commercial Lines Account Manager

Job Summary

Seeking a motivated and experienced Commercial Lines Account Manager to join a dynamic and ambitious team. This is a fully remote position, offering work-life balance and the opportunity to work with a forward-thinking organization that values initiative and innovation. If you are confident on the phone, thrive in a fast-paced environment, and have a passion for leveraging technology to improve processes, we encourage you to apply.

Compensation Package

• Salary Range: $55,000 - $70,000 (depending on experience)
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage the full lifecycle of commercial insurance policies, including billing, payments, and servicing.
• Handle Certificates of Insurance (COIs) with accuracy and efficiency.
• Provide exceptional customer service by confidently addressing client inquiries and concerns over the phone.
• Collaborate with internal teams to ensure seamless policy management and client satisfaction.
• Utilize technology to streamline processes and improve efficiency.
• Stay informed about industry trends and explore ways to integrate AI and other technological advancements into daily operations.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: 2-3 years of experience in commercial lines account management or personal lines account management.
• Technical Skills: Proficiency in Excel is highly valued. Experience with EZLynx is a plus but not mandatory.
• Soft Skills:
  • Strong initiative and ability to work independently without constant supervision.
  • Tech-savvy with an interest in AI and innovative solutions.
  • Detail-oriented with excellent organizational and communication skills.
  • A collaborative mindset and a passion for delivering outstanding client service.

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-RC1

Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines Account Manager to join their team.

Our client, a boutique wealth management firm in The Woodlands, TX, is seeking a highly organized and detail-oriented Client Administrative Assistant  to join their team.  This role is integral to enhancing the client experience by providing exceptional operational and administrative support to the Financial Advisors. You will work in a dynamic environment where precision, professionalism, and client satisfaction are paramount. 

JOB RESPONSIBILITIES:

• Support Advisors and Relationship Managers with daily operations, tasks, and projects
• Schedule and coordinate in-person meetings and virtual conferences
• Manage tasks within client relationship management software
• Document and execute workflows, including meeting notes and database updates
• Process fund requests, account applications, transfers, and other client/account-related needs
• Address client inquiries with professionalism and efficiency

QUALIFICATIONS AND EXPERIENCE:

• Bachelor's degree preferred, or equivalent experience in a professional services or financial setting
• Minimum 3 years in an administrative support role, preferably in financial services or wealth management
• Familiarity with client relationship management (CRM) software
• Proven experience managing client-facing tasks with a high level of accuracy and professionalism
• Experience working with high-net-worth or luxury clientele preferred
• Strong organizational and time management abilities
• Exceptional written and verbal communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Ability to learn and follow established systems, processes, and workflows
• Perpetual positivity and a can-do attitude
• High attention to detail and commitment to excellence
• Strong problem-solving skills and resourcefulness
• Dependability and a team-first mindset

COMPENSATION AND BENEFITS:

• Salary: $55,000 $70,000 
• Comprehensive benefits package: health insurance, 401(k) with employer contribution, profit sharing, and performance-based bonuses
• Work-Life Balance: Generous PTO, supportive leadership, and a people-first culture
• Schedule: Fully in office first 90 days for training. Then hybrid 2 days per week remote. 

#LI-ET1

Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines Account Manager to join their team.

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-PR1

Software Support Specialist

Job Summary

Seeking a detail-oriented Software Support Specialist to join a team. This role will focus on the technical setup, configuration, and support of Employee Navigator and related benefits platforms. The ideal candidate will have a strong background in system administration, data integration, and troubleshooting, with the ability to deliver a seamless experience for both internal stakeholders and external clients.

The Systems Specialist will be responsible for managing technical onboarding processes, resolving complex system issues, and ensuring accurate configuration of benefits systems. This individual will also provide ongoing client support, document processes, and contribute to the continuous improvement of technical workflows. Success in this role requires a proactive approach to problem-solving, excellent communication skills, and the ability to adapt in a fast-paced environment.

Responsibilities

• Configure and maintain Employee Navigator and other benefits administration platforms, including initial setup and ongoing updates.

• Provide hands-on technical support and troubleshooting for system issues, ensuring timely resolution for clients and internal teams.

• Manage data integrations, file feeds, and system connections between Employee Navigator and carrier/HRIS platforms.

• Conduct system testing and quality assurance to verify accurate functionality and data flow.

• Collaborate with cross-functional teams to understand requirements and implement technical solutions.

• Maintain detailed documentation of system setups, processes, and troubleshooting steps.

• Support training initiatives by guiding team members and clients on platform functionality and best practices.

Requirements

• Proven experience with Employee Navigator or similar benefits administration/onboarding platforms.

• Strong technical background in system setup, configuration, and support.

• Familiarity with data integration, file feeds, and database management concepts.

• Excellent problem-solving and analytical skills to resolve complex technical issues.

• Strong interpersonal and communication skills for effective collaboration with clients and colleagues.

• Experience in the insurance or benefits administration space preferred.

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. 

Client Services Representative (Customer Service)

Job Summary

Seeking a dedicated and customer-focused Client Services Representative to join a growing team. This role offers a unique opportunity to work in a hybrid environment, combining in-office collaboration with the flexibility of remote work. As a Client Services Representative, you will play a pivotal role in maintaining industry-leading service standards, managing inbound calls and emails, and contributing to a highly collaborative team environment. If you are passionate about delivering exceptional customer service and are eager to grow within a dynamic organization, we encourage you to apply.

Compensation Package

• Hourly Rate: $19.00+/hour (depending on experience & qualifications) plus commissions

Responsibilities

• Deliver exceptional customer service by maintaining industry-leading service standards.
• Manage and respond to inbound calls and emails daily in a timely and professional manner.
• Demonstrate availability, dependability, and a strong commitment to teamwork.
• Effectively prioritize and manage multiple tasks in a fast-paced environment.

Qualifications/Requirements

• Minimum of 1 year of customer service experience.
• Strong communication, decision-making, time management, and critical thinking skills.
• Ability to manage multiple tasks and prioritize effectively.
• Willingness to obtain a Property and Casualty (P&C) insurance license (support provided).
• Current P&C license or experience in the insurance industry is a plus but not required.

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-BC1

Commercial Lines Producer

Job Summary

Seeking a motivated and results-driven Commercial Lines Producer to join a growing team. This role is pivotal in driving new business opportunities and maintaining strong relationships with existing clients. As part of a mid-sized agency with a flexible work schedule and a collaborative company culture, you will have the opportunity to work on a large market generalist book of business. This position offers a hybrid work environment, allowing for a balance between in-office and remote work.

Compensation Package

• Salary Range: $45,000 - $55,000 (flexible based on experience) + commissions
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Identify, pursue, and close new business opportunities.
• Manage and grow a book of business with a focus on both renewals and new business opportunities.
• Build and maintain strong relationships with clients, ensuring their insurance needs are met.
• Collaborate with internal teams to provide exceptional service and support.
• Utilize Applied Epic software to manage accounts and streamline processes.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience: Minimum of 1+ years in a similar role preferred.
• Technical Skills: Proficiency in Applied Epic software is a plus.
• Soft Skills: Strong communication, organizational, and problem-solving skills. Ability to work independently and as part of a team.

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-JN6

Personal Lines Producer

Job Summary

Seeking a motivated and results-driven Personal Lines Producer to join a dynamic team. This role is ideal for individuals who excel at building relationships and closing sales through warm leads. This position offers an excellent opportunity to focus on sales and grow within a fast-paced, supportive environment. The role operates on a hybrid schedule, providing flexibility while maintaining a collaborative team culture.

Compensation Package

• Base Salary: $50,000 annually + commissions & bonus opportunities
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Cross-sell personal lines insurance products to existing and prospective clients.
• Leverage warm leads provided by the service staff.
• Actively pursue house accounts and maintain a proactive approach to sales.
• Collaborate with the service team to ensure seamless client interactions.
• Utilize agency management software to manage accounts and track performance.

Qualifications/Requirements

• Licenses: Active NY/NJ Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years in personal lines insurance sales.
• Proven ability to close business and achieve sales targets.
• Familiarity with Applied Epic software is preferred.
• Strong interpersonal and communication skills.
• Self-motivated with a focus on relationship-building and client satisfaction.

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-TM1