Personal Insurance Account Manager

Job Summary

A dedicated and customer-focused Personal Insurance Account Manager is needed to join the team. This role serves as the primary point of contact for valued clients, managing personal insurance accounts while delivering exceptional service and advice. The ideal candidate will possess strong interpersonal skills and a solutions-oriented mindset.

Responsibilities

• Build, manage, and maintain relationships with a portfolio of clients, ensuring satisfaction and retention.
• Evaluate clients’ personal insurance needs and provide tailored recommendations for products and services.
• Act as a trusted advisor to clients, clearly explaining policies, coverage options, and pricing to ensure informed decision-making.
• Process new policies, policy renewals, amendments, and cancellations accurately and efficiently.
• Assist clients with claims filing and advocate on their behalf during the claims process.
• Stay informed of industry trends, products, and regulations to ensure compliance and provide up-to-date advice.
• Collaborate with internal teams to address client concerns and deliver seamless insurance solutions.
• Identify opportunities to upsell and cross-sell additional products, ensuring coverage meets clients' evolving needs.
• Maintain accurate records of client interactions, policy details, and transactions in company CRM systems.

Qualifications/Requirements

• Proven experience as an Account Manager, Customer Service Representative, or in a relevant insurance-related role.
• Knowledge of personal insurance products such as auto, homeowners, renters, and umbrella policies.
• Exceptional interpersonal, communication, and active listening skills, with the ability to explain complex insurance terms in a clear, accessible way.
• Detail-oriented mindset with strong organizational and time management skills.
• Proficiency in Microsoft Office Suite and familiarity with CRM/insurance software systems.
• Current insurance license or ability to obtain required licensing within the first 60 days of employment.
• Ability to work in a fast-paced team environment and independently manage multiple client accounts.

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-DD3

Quoting Specialist

Location: Mount Laurel, NJ
Schedule: Full-Time | Hybrid

About the Role

A well-established, growth-oriented insurance organization is seeking a Quoting Specialist to support its Personal Lines team. This role partners closely with Account Representatives to prepare accurate, timely insurance quotes and proposals for consumer clients across multiple lines of coverage. The ideal candidate is detail-oriented, collaborative, and thrives in a fast-paced, service-driven environment.

This position offers long-term stability, strong training support, and opportunities for continued professional development within a respected organization.

What You’ll Do

• Partner with Account Representatives to prepare quotes and proposals for personal lines clients

• Review completed fact-finders and accurately enter data into rating software

• Evaluate coverage options and recommend appropriate policy placement based on customer needs

• Respond to quote change requests and follow-up questions during the quoting process

• Assess risk across multiple carriers and products to determine best-fit solutions

• Quote auto, home, renters, condo, umbrella, motorcycle, boat, RV, and additional lines as needed

• Work in a time-sensitive environment with defined turnaround expectations

• Collaborate closely with internal teams to deliver accurate and efficient proposals

• Assist with special projects and additional responsibilities as assigned

What We’re Looking For

• Bachelor’s degree or relevant insurance industry experience preferred

• Property & Casualty personal lines quoting experience preferred

• Ability to obtain Property & Casualty license within 90 days of hire

• Strong math skills with excellent attention to detail

• Highly organized with strong follow-through and time management skills

• Comfortable working with multiple systems and learning new technology

• Adaptable, proactive, and motivated mindset

• Strong written and verbal communication skills

• Team-oriented with the ability to work independently and collaboratively

Technology & Systems

• Agency Management System experience preferred (AMS360)

• CRM / prospect management platform experience preferred

Schedule & Flexibility

• Full-time position with some flexibility in scheduling

Benefits

For Regular Full-Time Employees:

• Medical, dental, vision, life, and disability insurance

• 401(k) with company match

• Paid Time Off (PTO) and paid holidays

• Paid bereavement and jury duty leave

• Paid pregnancy and parental leave

• Supplemental paid military leave (eligible employees)

#LI-NK1

Position Summary

Seeking an experienced Insurance Auto Appraiser to handle physical damage claims for a growing insurance carrier in the greater Detroit area. This role is responsible for inspecting damaged vehicles, preparing accurate repair estimates, and ensuring fair, timely claim settlements in compliance with company guidelines and state regulations. The ideal candidate has strong technical auto repair knowledge, excellent negotiation skills, and experience working independently in a fast-paced claims environment.

COMPENSATION:

• $70,000 - $85,000/year (based on experience)
• Competitive salary based on experience
• Performance incentives
• Company vehicle
• Comprehensive benefits package (medical, dental, vision, 401(k), PTO)
• Career development and advancement opportunities
• Supportive team environment with modern tools and technology

REQUIREMENTS:

• 2+ years of auto physical damage appraisal experience from an insurance carrier
• Strong knowledge of vehicle construction, repair techniques, and parts sourcing
• Proficiency with auto estimating software (e.g., CCC, Mitchell, Audatex)
• Valid driver’s license and ability to travel within assigned territory
• Excellent written and verbal communication skills
• Strong organizational skills and attention to detail
• Ability to work independently with minimal supervision

JOB RESPONSIBILITIES:

• Inspect damaged vehicles (in person and/or via virtual platforms) and determine cause, severity, and extent of loss
• Prepare accurate repair estimates using industry-standard estimating software
• Evaluate repair methods, labor hours, and parts pricing for accuracy and compliance
• Negotiate estimates with repair facilities and vendors when appropriate
• Document all claim activity clearly and thoroughly within claim systems
• Ensure claims handling meets company standards, customer expectations, and regulatory requirements
• Provide professional, timely communication to policyholders, body shops, and internal partners
• Manage workload efficiently to meet productivity and cycle-time goals

#LI-MW1

Accounting Associate – Direct Bill Commission

Job Summary

An established and nationally recognized insurance brokerage is seeking an Accounting Associate – Direct Bill Commission to support accounting and operational functions. This role focuses on the accurate recording, reconciliation, and resolution of direct bill commissions across both Property & Casualty and Life & Health lines.

This position offers strong long-term growth potential and exposure to a specialized area of insurance accounting within a stable, growth-oriented environment.

Responsibilities

• Record and reconcile direct bill commission statements for Property & Casualty and Life & Health lines
• Match carrier commission statements to payments received and identify discrepancies
• Research and resolve commission-related issues in collaboration with internal departments and carriers
• Process commission return payments and adjustments
• Maintain and update carrier banking information related to commission activity
• Partner with internal accounting teams and external vendors to ensure accuracy and compliance
• Support ongoing process improvements within a fast-paced, growth-focused environment

Qualifications/Requirements

• 2+ years of accounting experience; accounts receivable or accounts payable experience preferred
• Strong proficiency in Excel, including reconciliations and data review
• Insurance agency experience preferred
• Experience with EPIC agency management system highly preferred
• Detail-oriented with strong organizational and analytical skills
• Comfortable handling sensitive financial information

Compensation Package

• Base salary: $55,000 – $65,000

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-JL2

Technical Underwriting Manager - Commercial Surety

Job Summary

Seeking a highly skilled and experienced Technical Underwriting Manager specializing in Commercial Surety to join a team. This role involves underwriting new and renewal accounts, building strong relationships with agents and reinsurers, and ensuring profitability through careful risk selection. The position offers the flexibility to work remotely.

Compensation Package

• Competitive salary range: $121,720.00 - $177,407.00
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage profit and loss responsibility for a book of business within the assigned territory.
• Develop and execute a marketing plan to generate new business by targeting key brokers, arranging meetings, and attending industry functions.
• Perform underwriting functions, including financial analysis, account analysis, industry analysis, and administrative tasks.
• Ensure adherence to underwriting guidelines and authority limits.
• Serve as a resource on underwriting and territory-related issues for the Commercial Surety team across the country.
• Lead special projects and perform other duties as required.

Qualifications/Requirements

• Bachelor’s degree (preferred).
• Proven management experience.
• Extensive experience in commercial surety underwriting.

#LI-BR1

Underwriter - Contract Surety

Job Summary

Seeking a highly skilled and motivated Underwriter specializing in Contract Surety to join a team. This role offers the opportunity to manage a book of business within a designated territory, with profit and loss responsibility. The ideal candidate will have a strong background in underwriting, financial analysis, and account management, as well as the ability to develop and execute strategic marketing plans.

Compensation Package

• Salary Range: $88,000 - $126,000 annually (depending on experience)
• Employment Type: Permanent, full-time position

Responsibilities

• Manage and maintain profit and loss responsibility for a book of business within the assigned territory.
• Develop and execute a marketing plan to generate new business by targeting key brokers, arranging meetings, and attending industry functions.
• Conduct underwriting functions, including financial analysis, account analysis, industry analysis, and administrative tasks.
• Adhere to underwriting guidelines and authority limits.
• Serve as a resource on underwriting and territory-related issues for team members across the country.
• Lead special projects and perform additional duties as required.

Qualifications/Requirements

• Bachelor’s degree in insurance, finance, risk management, business, or a related field.
• A minimum of 4 years of experience in Contract Surety underwriting.
• Strong analytical skills with the ability to apply strategic perspectives to underwriting processes.
• Excellent verbal and written communication skills.
• Proven ability to work independently and meet objectives.
• Willingness to travel within the assigned territory to meet with agents, contractors, and attend industry events.

#LI-BR1

Commercial Account Manager and Agent

Job Summary

Seeking a dedicated and experienced Commercial Account Manager and Agent to join a team. This role is a critical part of the commercial department, responsible for managing and servicing a book of business with a focus on small business unit (SBU) accounts. The ideal candidate will have a strong background in commercial insurance, excellent critical thinking skills, and a collaborative mindset to thrive in the inclusive and supportive work environment.

Compensation Package

• Base Salary: $55,000 - $65,000 annually (depending on experience) + commissions
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide A-Z servicing for a generalist book of business, including policy renewals and retention.
• Quote and process renewal business, with a primary focus on renewals.
• Manage multi-line existing books of business with accounts typically under $50,000 in size.
• Collaborate with the commercial department team to ensure exceptional client service.
• Utilize EZLynx software for account management and processing.
• Maintain compliance with industry regulations and company policies.

Qualifications/Requirements

• Active 2-20 insurance license (required).
• Minimum of 2 years of experience in commercial insurance account management.
• Proficiency in EZLynx software (preferred).
• Strong critical thinking and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work onsite in a collaborative and family-oriented environment.

#LI-ZS1

Middle Market Production Account Executive

Job Summary

Seeking a highly motivated and experienced Middle Market Production Account Executive to join a growing team. This is a high-impact production role focused on building, growing, and managing a Middle Market Commercial book of business. The ideal candidate will have a proven track record in commercial production, a strong focus on middle market accounts, and the ability to deliver value-based advisory services to clients. This role offers an exceptional opportunity to work within a national platform, supported by robust internal resources and infrastructure, while driving meaningful growth in your book of business.

Compensation Package

• Base Salary: $150,000 – $250,000 (commensurate with experience)
• Additional Earnings: Production-based earnings
• Compensation Structure: Designed favorably based on experience and book of business

Responsibilities

• Build, grow, and manage a Middle Market Commercial book of business.
• Drive new client acquisition and cross-sell a broad range of risk solutions.
• Lead renewal strategies and stewardship planning to ensure client satisfaction and retention.
• Maintain account profitability through a value-based advisory approach.
• Partner internally across solution lines to deliver comprehensive risk management solutions.
• Advise clients on market trends, benchmarking, claims strategy, and risk mitigation.
• Engage with executive-level decision-makers, including C-suite executives.

Qualifications/Requirements

• A minimum of 7–10 years of Commercial production experience with a strong focus on middle market accounts.
• Proven ability to manage a book of business with $2M+ in revenue.
• Experience with average account sizes of approximately $100K+ in revenue.
• Active Property & Casualty license.
• Demonstrated success in building and maintaining client relationships in the middle market segment.
• Strong communication, negotiation, and advisory skills.

#LI-ML1

Commercial Lines Producer

Job Summary

Seeking a motivated and professional Commercial Lines Producer to join a growing team. This role is an excellent opportunity for an experienced individual to contribute to the success of a dynamic and collaborative department. The ideal candidate will have a strong background in commercial insurance, a proven ability to manage small to mid-sized accounts, and a commitment to delivering exceptional service to clients.

Compensation Package

• Base Salary: $60,000 for the first six months, transitioning to commission-only thereafter.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and grow a portfolio of small to mid-sized commercial accounts.
• Develop and maintain strong relationships with clients, ensuring their insurance needs are met effectively.
• Collaborate with team members to achieve departmental goals and deliver outstanding service.
• Utilize Epic software to manage client accounts and documentation.
• Stay informed about industry trends and regulations to provide clients with the best possible solutions.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Previous experience in commercial insurance is essential.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills:
  • Professional demeanor and communication skills.
  • Accountability and a results-driven mindset.
  • Ability to work effectively as part of a team.

#LI-BC2

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. The ideal candidate will manage a book of business with a total premium of $4 million, including home, auto, umbrella, and some high-net-worth accounts. This role requires a proactive individual with strong technical skills, a customer-focused mindset, and the ability to handle renewals, quoting, marketing, and cross-selling.

This is a hybrid position, requiring 1-2 days in the office and the remainder of the week working remotely.

Compensation Package

• Salary Range: $60,000 - $75,000 annually
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business consisting of 800 client accounts with $4 million in premium
• Handle renewals, quoting, cross-selling, and upselling opportunities
• Process endorsements and provide exceptional customer service
• Collaborate with a virtual assistant for back-end support
• Work with standard lines accounts, including home, auto, and umbrella policies
• Utilize AMS360 software for account management and documentation

Qualifications/Requirements

• Active Property & Casualty (P&C) License
• Minimum of 3 years of experience in a similar role
• Proficiency in AMS360 or similar agency management software
• Strong technical skills and ability to adapt to new technologies
• Excellent communication and interpersonal skills
• A proactive, go-getter mentality with a focus on client satisfaction

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