Commercial Lines Assistant Account Manager (Hybrid)

Job Summary

Seeking a dedicated and professional Commercial Lines Assistant Account Manager to join a growing team. This role offers an exciting opportunity to work with mid-to-large market accounts in a boutique agency environment. The ideal candidate will have a strong background in insurance, a passion for client service, and the ambition to grow into an Account Manager role in the future.

Compensation Package

• Salary Range: Up to $65,000 annually, commensurate with experience
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide general servicing for a variety of accounts, including mid-to-large market accounts
• Handle Certificates of Insurance (COIs), endorsements, and other client-related tasks
• Quote new and renewal business
• Utilize EPIC software for account management and documentation
• Collaborate with team members to ensure client satisfaction and account growth
• Maintain a high level of professionalism and client-focused service

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required
• Experience: Minimum of 2 years of experience in a similar role, preferably within a larger agency
• Technical Skills: Proficiency in EPIC software is essential
• Account Experience: Familiarity with mid-to-large market accounts is preferred
• Attributes: Stable and steady professional background with a desire to grow into an Account Manager role
• Education: Relevant educational background in insurance or related fields is a plus

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. 

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Store Manager/Branch Manager

Job Summary

Seeking a dynamic and experienced Store Manager/Branch Manager to lead a team in a fast-growing and innovative insurance company. This role is ideal for a motivated individual with a strong background in sales and a passion for delivering exceptional customer service. The successful candidate will play a pivotal role in managing daily operations, driving sales, and mentoring a team of professionals.

Compensation Package

• Base Salary: $65,000 - $75,000 annually
• Personal Production Bonus: $8,000 - $15,000 annually
• Manager's Bonus: $8,000 - $15,000 annually
• Additional Benefits: Comprehensive benefits package, including 401(k)

Responsibilities

• Oversee daily operations of the branch, ensuring smooth and efficient functioning.
• Dedicate 75% of time to individual sales performance and 25% to management responsibilities.
• Drive sales efforts, focusing on personal lines, Medicare, life insurance, and individual benefits.
• Provide exceptional customer service, assisting walk-in clients and addressing their needs.
• Mentor and coach team members to achieve their sales and service goals.
• Manage and grow the branch's book of business, handling accounts ranging from $2,000 to $50,000 in premium.
• Utilize leads generated from web inquiries, mailers, and walk-in clients to achieve sales targets.

Qualifications/Requirements

• Minimum of 3+ years of sales experience, with a focus on personal lines insurance.
• Exposure to Medicare, life insurance, or individual benefits is highly desirable.
• Active P&C and L&H licenses are required.
• Strong leadership and mentorship skills, with the ability to inspire and motivate a team.
• Sales-driven mindset with a competitive and personable approach.
• Excellent networking and interpersonal skills.
• Ability to balance sales and service responsibilities effectively.
• Proficiency in relevant insurance software and tools is a plus.

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• Previous experience working with personal lines coverages in a brokerage/agency setting. 
• Experience maintaining client relationships.
• Negotiate with carrier underwriters on behalf of clients for best rates.
• Ability to handle new and renewal submission.  
• Prior experience quoting binding and issuing policies. 
• Experience working with multiple carriers and rating systems. 
• Overall account management.

• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold Property & Casualty License.

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Claims Attorney/Litigation Manager

Job Summary

Our client is seeking a highly skilled and experienced Claims Attorney/Litigation Manager specializing in Primary and Excess Directors & Officers, Fiduciary and Employment Practice Liability claims to join their team. This hybrid role offers the opportunity to work in a dynamic and collaborative environment, with a focus on proactive claim management, legal expertise, and delivering exceptional results.

Responsibilities:

• Handle claims proactively to achieve optimum payout results by resolving claims fairly, expeditiously and economically.
• Assess coverage issues on claims and issue appropriate coverage letters/documentation in required timeframe.
• Complete timely investigation of claim and post appropriate reserves.
• Proactively manage outside counsel on litigated claims.

Qualifications/Requirements:

• B.A. plus 6+ years of claim-handling and/or comparable legal experience with a concentration in the handling of Primary and Excess Directors & Officers, Fiduciary and Employment Practice Liability claims.
• J.D. strongly preferred.
• Be proactive in initial investigation, claim handling, attorney management, and resolution.
• Superior communication skills to work effectively with insureds, underwriters and claimants.

Compensation Package:

• Base Salary: $120,000 - $175,000 per year
• Annual bonus plans
• Comprehensive medical, dental and vision benefits
• Employee stock ownership plan (ESOP)
• 401(k)
• Flexible & hybrid work arrangements

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.

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Commercial Lines Account Manager – Transportation/Trucking

Job Summary

Seeking a seasoned and detail-oriented Commercial Lines Account Manager specializing in Transportation/Trucking. This role involves managing a book of business with a focus on small to mid-market trucking and transportation accounts. The ideal candidate will have extensive experience in account management, customer service, and marketing renewals, particularly with fleets ranging from 1-10 power units and 10+ power units.

Compensation Package

• Salary Range: $65,000 - $85,000 annually, based on experience and qualifications.
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business, focusing on trucking and transportation accounts.
• Handle daily customer service tasks, including responding to client inquiries and resolving issues.
• Market and process renewals for existing accounts.
• Quote new and renewal business as required.
• Collaborate with team members to ensure client satisfaction and retention.
• Maintain organized and accurate records of client interactions and account details.
• Provide expert advice and solutions tailored to the needs of clients with small and large fleets.

Qualifications/Requirements

• Minimum of 5 years of experience in account management, specifically within the trucking/transportation industry.
• Proven expertise in managing accounts with fleets of various sizes (1-10 power units and 10+ power units).
• Proficiency in AMS360 software is highly preferred.
• Active Property & Casualty (P&C) license is required.
• Strong organizational skills and attention to detail.
• Excellent communication and customer service skills.
• A proactive, team-oriented mindset with the ability to work independently.
• Flexibility to work remotely, in-office, or in a hybrid setup.

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. 

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Broker's Assistant

Job Summary

Seeking a dedicated and detail-oriented Broker's Assistant to join a team. This is a fully remote position, offering the opportunity to work in a collaborative and team-oriented environment. The ideal candidate will have experience in a wholesale brokerage setting, specifically in Property & Casualty (P&C) insurance, and will play a key role in supporting brokers with their daily operations.

Compensation Package

• Salary Range: $50,000 - $75,000 annually, based on experience and qualifications.
• Benefits: Comprehensive benefits package, including 401(k).
• Work Environment: Fully remote position with company-provided equipment.

Responsibilities

• Assist brokers with incoming submissions and gather supplemental information.
• Complete ACORD forms and other necessary documentation.
• Support brokers in managing binding business (approximately 70%) and brokerage business (approximately 30%).
• Handle accounts with premiums ranging from $1,000 to $50,000, with an average of $10,000 to $15,000.
• Collaborate with a team of professionals to ensure efficient and accurate processing of accounts.

Qualifications/Requirements

• Minimum of 2 years of experience in a wholesale brokerage setting, specifically in P&C insurance.
• Active Property & Casualty (P&C) license is required.
• Strong organizational and multitasking skills.
• Excellent communication and interpersonal skills.
• Ability to work independently in a remote environment while maintaining a high level of productivity.
• Proficiency in completing ACORD forms and managing insurance submissions.

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Senior Data Engineer

Job Summary

Seeking a highly skilled and experienced Senior Data Engineer to join a team. In this role, you will play a pivotal part in designing, building, and optimizing an enterprise data environment. You will work on transforming raw data into actionable insights, ensuring that internal teams have access to clean, scalable, and well-structured datasets. This is a hands-on position that requires technical expertise in data warehousing, pipeline development, and cloud-based data architectures.

Compensation Package

• A market-leading salary based on experience and expertise.
• Comprehensive health, dental, and vision insurance.
• Generous paid time off and holiday schedule.
• Professional development opportunities and training programs.

Responsibilities

As a Senior Data Engineer, your key responsibilities will include:

• Data Platform Development: Designing, implementing, and maintaining scalable data environments, including data warehouses, lakes, and marts, with robust governance and security controls.
• Pipeline Engineering: Building and managing automated data pipelines for efficient ingestion and transformation of large datasets.
• Data Quality & Monitoring: Establishing validation frameworks and monitoring systems to ensure data accuracy, consistency, and reliability.
• Architecture & Optimization: Modernizing existing data workflows, eliminating technical debt, and improving performance through systematic refactoring.
• Reporting & Analytics Support: Developing and maintaining dashboards and reports using modern BI tools such as Power BI or Metabase.
• Cross-Functional Collaboration: Partnering with business and technology teams to define data requirements and deliver impactful solutions in an agile environment.
• Automation & Efficiency: Streamlining recurring processes and identifying opportunities for automation across data workflows.
• Production Support: Monitoring and resolving data pipeline issues while continuously improving system stability and performance.

Qualifications/Requirements

To be successful in this role, you should possess the following qualifications:

Required Qualifications

• Experience: Minimum of 5 years in data engineering, with expertise in Snowflake, SQL, and modern ELT/ETL frameworks.
• Technical Expertise:
  • Advanced SQL development and query optimization.
  • Strong understanding of dimensional modeling and data architecture principles.
  • Familiarity with Azure or comparable cloud environments.
  • Experience with BI/reporting tools such as Power BI or Metabase.
  • Knowledge of Agile/Scrum methodologies.
• Soft Skills:
  • Excellent communication and documentation skills.
  • Strong analytical and troubleshooting abilities.
  • High attention to detail and commitment to data integrity.

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. 

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Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role offers an exciting opportunity to work with a diverse portfolio of accounts, ranging from small businesses to mid-sized organizations. The ideal candidate will have a strong background in managing commercial lines accounts and a passion for delivering exceptional client service.

Compensation Package

• Salary Range: $60,000 - $80,000+ annually (depending on experience)

Responsibilities

• Manage a portfolio of commercial lines accounts, including small businesses and mid-sized accounts
• Handle new business quotes, renewals, and some marketing for renewals
• Collaborate with the Commercial Lines Manager and other team members to ensure client satisfaction
• Utilize agency management software to maintain accurate records and streamline processes
• Build and maintain strong relationships with clients, carriers, and internal teams
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly
• Stay updated on industry trends and regulations to provide informed recommendations to clients

Qualifications/Requirements

• Proven experience managing small to mid-sized commercial lines accounts
• Property and Casualty (P&C) license required
• Familiarity with agency management software (Epic experience is a plus)
• Strong organizational and time-management skills
• Excellent communication and interpersonal skills
• Ability to work independently and collaboratively in a team environment

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-JS1

Sales Manager

Job Summary

Seeking a highly motivated and experienced Sales Manager to join a dynamic team. This is an onsite role, offering an exciting opportunity to lead and grow a team of sales professionals in a fast-paced, high-volume call center environment. The ideal candidate will have a strong background in personal lines insurance, hold a 220 license, and possess exceptional leadership and strategic management skills.

Compensation Package

• Competitive base salary
• Performance-based bonus structure
• Comprehensive benefits package

Responsibilities

• Oversee and manage a team of ~15 sales agents.
• Monitor and analyze key performance indicators (KPIs) to ensure team success and identify areas for improvement.
• Develop and implement effective sales strategies to drive performance and achieve business goals.
• Recruit, hire, and onboard new team members to support team growth.
• Provide ongoing training, coaching, and mentorship to enhance team performance and professional development.
• Collaborate with leadership to align sales strategies with overall company objectives.
• Ensure a high level of customer satisfaction by maintaining quality standards in all sales interactions.

Qualifications/Requirements

• Active 220 insurance license is required.
• Proven experience in personal lines insurance, with a strong understanding of the industry.
• Demonstrated success in a management role, preferably in a high-volume call center environment.
• Exceptional leadership and team-building skills, with the ability to inspire and motivate a sales team.
• Strong analytical skills to monitor KPIs and implement data-driven strategies.
• Excellent communication and interpersonal skills.

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. 

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Personal Lines Sales Agent

Job Summary

Seeking a motivated and results-driven Personal Lines Sales Agent to join a dynamic team. This role is ideal for individuals who are passionate about sales and thrive in a fast-paced environment. As a Personal Lines Sales Agent, you will play a key role in driving revenue by converting warm leads into closed sales. With a steady flow of pre-qualified leads and a supportive team, this position offers an excellent opportunity for growth and success in the insurance industry.

Compensation Package

• Base Salary: $38,000 - $48,000 annually + commissions
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Handle a consistent flow of warm, pre-qualified leads transferred directly to you.
• Provide quotes for new and renewal business.
• Engage with clients via phone to answer inquiries, negotiate terms, and close sales.
• Upsell additional products and services to meet client needs.
• Utilize Hawksoft software to manage client accounts and documentation.
• Collaborate with internal teams, including support staff, to ensure seamless service delivery.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required; Life & Health (L&H) license is a plus.
• Experience: Minimum of 1 year in sales, preferably in the insurance industry.
• Proven ability to meet and exceed sales targets.
• Strong communication and negotiation skills.
• Familiarity with Hawksoft software is preferred.
• Self-motivated, goal-oriented, and eager to earn commission.

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. 

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