Our client is seeking a P&C licensed, dedicated, and proactive Personal Lines CSA to join their team.

Employee Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a growing team. This role is pivotal in managing and growing the client portfolio, ensuring exceptional service delivery, and fostering strong client relationships. The ideal candidate will have a proven track record of independently managing a book of business and a passion for delivering tailored employee benefits solutions. This position offers a hybrid work environment with opportunities for professional growth and development.

Compensation Package

• Salary: $60,000 - $85,000+ (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Independently manage a book of business, ensuring client satisfaction and retention
• Develop and maintain strong relationships with clients, understanding their unique needs and providing tailored employee benefits solutions
• Collaborate with internal teams to quote new and renewal business
• Stay informed about industry trends and regulatory changes to provide expert guidance to clients
• Participate in client meetings, both virtually and in-person, to present solutions and address inquiries
• Contribute to the growth of the organization by identifying opportunities for cross-selling and upselling

Qualifications/Requirements

• Minimum of 2.5 years of experience managing a book of business independently
• Strong understanding of various funding models; specific account-based experience is not required
• Excellent communication and interpersonal skills
• Ability to work collaboratively with internal teams and external clients
• Proficiency in relevant software tools
• Self-motivated, detail-oriented, and capable of managing multiple priorities
• Willingness to travel occasionally to meet with local clients

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-RT1

Personal Lines Service Advisor

Job Summary

Seeking a dedicated, detail-oriented, and customer-focused Personal Lines Service Advisor to join a dynamic team. The ideal candidate will act as a trusted advocate for clients, ensuring exceptional service delivery while maintaining strong relationships. As an Account Manager, you will manage all aspects of personal insurance accounts, providing tailored solutions to meet varying client needs. This is an excellent opportunity to grow your career in a welcoming and fast-paced environment that values collaboration.

Responsibilities

• Build, maintain, and strengthen positive relationships with clients through proactive communication and exceptional customer service.
• Manage accounts for personal insurance lines, including home, auto, and umbrella policies, while addressing client inquiries, concerns, and coverage needs.
• Review and assess client insurance requirements to provide customized recommendations that align with their needs and risk exposures.
• Assist clients in policy renewals, endorsements, cancellations, and updates to ensure appropriate coverage is maintained.
• Cross-sell and upsell insurance products and services to expand coverage and enhance value for clients.
• Liaise between clients and insurance carriers to resolve any issues promptly and professionally.
• Conduct account reviews to identify opportunities for service improvement and potential product gaps.
• Maintain accurate client records and documentation in compliance with company policies and industry standards.
• Stay informed on the latest insurance products, services, and industry regulations to provide clients with up-to-date and informed advice.
• Collaborate with internal teams to ensure seamless service delivery, enhance workflows, and meet company goals.

Qualifications/Requirements

• 2+ years of experience in personal insurance, customer service, or account management.
• Strong understanding of personal lines insurance products, policies, and industry trends.
• Exceptional communication, interpersonal, and problem-solving skills.
• Outstanding organizational skills with the ability to prioritize and manage multiple accounts simultaneously.
• Sales aptitude with the ability to identify upselling and cross-selling opportunities.
• Proficiency in agency management software and Microsoft Office Suite.

#LI-MB6

L&H/Medicare Producer

Job Summary

Seeking a motivated and licensed L&H/Medicare Producer to join a growing team. This role involves managing a diverse portfolio of health insurance products, including Medicare and under-age-65 policies, while also focusing on life insurance sales during off-peak seasons. The ideal candidate will have a strong understanding of the health and Medicare insurance landscape, excellent client relationship skills, and the ability to work both independently and collaboratively.

Compensation Package

• Base Salary: $50,000 - $80,000 (commensurate with experience) + commissions
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage and grow an existing book of business including health, Medicare, and life insurance products.
• Represent multiple insurance companies to provide clients with tailored solutions.
• Focus on Medicare sales during the fall season and life insurance sales during off-peak periods.
• Assist clients turning 65 with Medicare enrollment and related services.
• Provide quotes for new and renewal business as needed.
• Maintain accurate records and utilize agency management software for account management.
• Collaborate with team members to achieve organizational goals.

Qualifications/Requirements

• Active L&H and Medicare licenses (required).
• Proven experience in health and Medicare insurance sales.
• Strong interpersonal and communication skills.
• Ability to work in-office during the initial training period and transition to a hybrid schedule thereafter.
• Self-motivated with excellent organizational and time-management abilities.

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-RM8

Commercial Lines Product Manager

Lead the development of new commercial lines programs in a highly technical, hands-on role, responsible for creating, enhancing, and implementing comprehensive insurance products that meet market needs and drive business growth. Identify target market segments and perform industry and competitor analysis, translating business objectives into product strategies and roadmaps from concept through program delivery for production. Oversee all aspects of multistate product development, including pricing, coverage, rules, and guidelines, ensuring compliance with state laws and regulations in each state where the programs are offered.

Salary:  $125K - $140K

Location:  Sarasota, FL

Schedule:  On-site

• Lead the product development process to create initial rate, rule, and form filings for new products as assigned by department leadership.
• Gather and incorporate input from Sales, Risk Management, Actuarial, Underwriting, Claims, and Systems. Ensure Legal and Regulatory Compliance throughout the product development process to properly address needs and concerns, resulting in comprehensive products that generate consistent profit while meeting market demands.
• Manage the filing processes for all new programs by coordinating, compiling, and submitting responses to regulator inquiries and requests for information on filings within established timeframes.
• Communicate details of new product filings to relevant internal departments as needed, including providing programming requirements for implementing new programs into the front- and back-end policy administration systems.
• Develop requirements for data reports needed to monitor program trends and key performance indicators, and collaborate with the Reporting team to collect data from all relevant systems. Ensure that the data remains accurate throughout the life of the reports.
• Use advanced data collection and analysis skills to assess how effectively program initiatives meet their stated goals.
• Responsible for validating system programming before and after promotion related to new product launches to ensure system processes match the programming requirements. This applies to all assigned programs across all Policy Administration Systems used to produce applications and policies in the designated states.
• Responsible for developing programming requirements with sufficient detail to efficiently generate the data elements needed for proper evaluation of pricing, segmentation, overall program results, financial reporting, statistical reporting, and to support regulatory data call requirements for assigned states.
• Assist with onboarding and technical development of department staff.
• Stay informed about emerging trends in P&C insurance and share knowledge with the wider product and business teams.
• Some travel might be needed.

 Education and Experience:

• Bachelor’s degree in business or related discipline.
• Five years of experience in commercial lines product management within the insurance industry required.
• Strong familiarity with ISO rules, forms, and regulatory filing processes, along with experience analyzing competitor filings and market data, is highly preferred.
• Deep understanding of the P&C insurance industry, especially commercial lines, along with recent and comprehensive product development experience, and a proven track record of delivering successful programs that meet or exceed ROI expectations.
• Strong ability to analyze data and identify trends. Experience with advanced data creation and analysis is highly preferred.
• Ability to create and implement product strategies.
• Excellent written and verbal communication skills, including the ability to convey complex information clearly.
• Ability to lead cross-functional teams and influence stakeholders.
• Understanding business principles and market dynamics.
• Experience with development and submission of filing via SERFF and IRFS.
• Experience and proficiency in working in a fast-paced environment, managing multiple projects simultaneously to deliver new programs accurately, on time, and within budget.
• Proficiency in Microsoft Suite, including but not limited to Excel, Word, Access, Outlook, and PowerPoint.

Licenses and/or Certifications:

• CPCU or similar insurance certification preferred

#LI-JW3

Commercial Lines Account Manager (Small Commercial / Select Business Unit)

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a growing team. This role is fully remote. As a key member of the team, you will manage a book of business, focusing on small commercial accounts with premiums of $50K or less. This position offers an excellent opportunity for a motivated individual to contribute to the success by providing exceptional client service and support.

Compensation Package

• Salary: $60,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business, focusing on small commercial accounts with premiums of $50K or less.
• Provide full A–Z account management, including service and retention.
• Handle certificates, endorsements, invoicing, and client communication.
• Perform marketing and remarketing activities.
• Quote new and renewal business, with a heavier focus on renewals.
• Ensure timely and responsive client service.
• Utilize EPIC software for account management and documentation.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) License is required.
• Experience: Minimum of 2+ years of experience in commercial lines account management.
• Technical Skills: Proficiency in EPIC software is preferred.
• Soft Skills:
  • Tech-savvy and adaptable to new tools and systems.
  • Eager to learn and grow within the role.
  • Highly organized with strong attention to detail.
  • Responsive and client-focused with excellent communication skills.

#LI-AK2

Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Customer Service Representative (CSR) to join a growing team. This is a fully remote position, offering an excellent opportunity for an individual with a passion for client service and a desire to grow within the insurance industry. The ideal candidate will be tech-savvy, eager to learn, and possess strong organizational and communication skills.

Compensation Package

• Hourly Rate: $18 - $22 per hour (commensurate with experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide exceptional customer service to clients, ensuring their needs are met promptly and professionally.
• Manage a book of business with accounts typically under $50,000 in premium, including a significant number of contractor accounts.
• Assist with quoting new and renewal business as needed.
• Maintain accurate and organized client records using EPIC software.
• Respond to client inquiries in a timely and professional manner.
• Collaborate with team members to ensure seamless service delivery.
• Stay updated on industry trends and company policies to provide informed support to clients.

Qualifications/Requirements

• Minimum of 1 year of experience in the insurance industry (preferred).
• Proficiency in using EPIC software or similar platforms is a plus.
• Strong technical skills and the ability to quickly learn new systems and processes.
• Excellent organizational skills with a keen attention to detail.
• Strong communication and interpersonal skills to effectively interact with clients and team members.
• A proactive and eager attitude with a willingness to be trained and grow within the role.
• Ability to work independently in a fully remote environment.
• Must be based in Texas.

#LI-AK2

Temporary Recruiter (Maternity Leave Coverage)

Job Summary

Seeking a highly motivated and experienced Temporary Recruiter to join a Human Resources team on a short-term basis to cover maternity leave. This role is ideal for a professional with a strong background in high-volume recruiting and sourcing, particularly within the call center or insurance industry. The successful candidate will play a critical role in managing the full-cycle recruitment process across multiple roles and departments, ensuring a seamless and efficient hiring experience.

Responsibilities

• Manage full-cycle recruiting for high-volume roles, including conducting intake meetings, sourcing, screening, interviewing, and coordinating offers
• Collaborate with hiring managers to understand staffing needs, timelines, and role requirements
• Proactively source candidates through job boards, applicant tracking systems (ATS), referrals, and other recruiting channels
• Screen and assess candidates for skills, experience, and cultural fit
• Maintain accurate and up-to-date candidate records in the ATS
• Track and report recruiting metrics, providing regular updates on hiring progress
• Conduct in-person and video interviews with candidates
• Coordinate interviews with hiring managers and follow up on the interview process status
• Perform additional duties as assigned

Qualifications/Requirements

• A minimum of 2 years of internal, high-volume recruiting experience is required
• Experience in the auto insurance and/or Property and Casualty (P&C) insurance industry is preferred
• Proven ability to manage multiple requisitions simultaneously in a fast-paced environment
• Familiarity with Predictive Index (PI) assessments is a plus
• Strong interviewing, candidate assessment, and stakeholder communication skills
• Proficiency in using an ATS and other recruiting tools
• Exceptional organizational skills and attention to detail
• Excellent written and verbal communication skills

#LI-JW3

Commercial Lines Account Executive

Job Summary

Seeking a highly experienced and seasoned Commercial Lines Account Executive to join a well-established, independent, full-service insurance agency. This role is ideal for a professional with extensive experience in commercial lines account management, a strong background in insurance, and a passion for mentoring and leadership.

Compensation Package

• Salary Range: $120,000 - $150,000 per year (commensurate with experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service large market commercial lines accounts with premiums exceeding $100,000.
• Oversee the renewal process, including claims reviews, policy reviews, and ensuring client satisfaction.
• Provide mentorship and training to account managers and other staff members.
• Lead staff training sessions and assist in interviewing and hiring future account managers and producers.
• Handle 80% service-related tasks and 20% new business sales from incoming opportunities.
• Introduce and implement loss control and risk management resources for clients.
• Utilize AMS360 software for account management and documentation.

Qualifications/Requirements

• Minimum of 8+ years of experience in Commercial Lines Account Management.
• Active Property & Casualty (P&C) license.
• At least one professional designation such as CIC (Certified Insurance Counselor) is required; CPCU (Chartered Property Casualty Underwriter) is strongly preferred. AU (Associate in Commercial Underwriting) designation is a plus.
• Proven ability to manage and service large market accounts with a deep understanding of insurance processes.
• Strong leadership skills with experience mentoring and training staff.
• Exceptional organizational and communication skills.
• Ability to work effectively in a collaborative, team-oriented environment.
• Proficiency in AMS360 software is preferred.

#LI-KD1

Senior Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Senior Commercial Lines Account Manager to join a dynamic and growing team. This role is integral to the operations, focusing on managing a diverse portfolio of commercial insurance accounts. The ideal candidate will possess a strong background in commercial lines insurance, exceptional client relationship management skills, and the ability to work collaboratively in a fast-paced environment.

Compensation Package

• Salary Range: $70,000 - $90,000 annually
• Competitive benefits package, 401(k), ESOP, paid time off, professional development opportunities, etc.

Responsibilities

• Collaborate with producers to develop marketing plans for accounts expiring within 120 days.
• Review expiring exposures and request updates from clients; complete applications for new business in EPIC.
• Prepare and send submissions to markets and/or quote products online in coordination with producers.
• Analyze clients' insurance needs, compare insurance packages, and provide recommendations based on risk and coverage costs.
• Execute and bind insurance and finance contracts on behalf of the agency and its clients.
• Review quotes, verify desired coverages, and prepare proposals for clients.
• Bind coverage with carriers prior to expiration and ensure timely invoicing of accounts.
• Issue Auto IDs and renewal certificates in advance of expiration.
• Process automatic renewals and ensure policies are prepared and checked for accuracy.
• Collaborate with processors/assistants to ensure policies are sent to clients in a timely and accurate manner.
• Prepare summaries and conduct thorough policy checks.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 3-5 years of experience in commercial lines insurance.
• Technical Skills: Proficiency in EPIC software is preferred.
• Expertise: Strong understanding of generalist commercial insurance accounts, including quoting new and renewal business.
• Skills: Excellent communication, organizational, and analytical skills with a client-focused approach.
• Education: Relevant certifications or designations in insurance are preferred but not required.

#LI-JN6