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

Commercial Lines Risk Consultant

Job Summary

Seeking a highly motivated and experienced Commercial Lines Risk Consultant to join a growing team. This role is pivotal in driving new business development, building strong relationships with C-suite executives and privately held companies, and delivering tailored risk management solutions. The ideal candidate will have a proven track record in middle-market commercial insurance, a polished professional demeanor, and the ability to prospect and close accounts effectively.

Compensation Package

• Base Salary: Competitive and negotiable based on experience and performance.
• Commission Structure:
  • First-year new business commission at 90%.
  • Renewal business commission at 25%.
  • Additional incentives for referrals to the banking division. -

Responsibilities

• Business Development:
  • Prospect, solicit, and close middle-market commercial accounts with a focus on accounts generating $20,000+ in revenue.
  • Build and maintain strong relationships with C-suite executives and privately held companies.
  • Leverage banking and wealth advisory partnerships to generate referrals.
• Risk Management:
  • Analyze client needs and design tailored risk management programs.
  • Collaborate with senior account executives and service teams to deliver strategic consulting and exceptional client service.
• Account Growth:
  • Expand into targeted industries such as private equity, real estate, manufacturing, transportation, hospitality, and municipalities.
  • Develop and grow the surety book of business.
• Collaboration:
  • Work closely with inside sales teams and other departments to maximize opportunities.
  • Foster long-term relationships with internal and external stakeholders.

Qualifications/Requirements

• Experience:
  • 5-10 years of experience in commercial insurance, with a focus on middle-market accounts.
  • Proven ability to prospect and close accounts effectively.
  • Familiarity with industries such as private equity, real estate, manufacturing, and transportation is a plus.
• Skills:
  • Strong relationship-building and communication skills.
  • Polished professional demeanor with the ability to engage with C-suite executives.
  • Self-motivated, results-driven, and eager to perfect their craft.
• Technical Proficiency:
  • Experience with Applied EPIC or similar insurance software.
• Licenses/Certifications:
  • Relevant insurance licenses and designations preferred.
• Work Environment:
  • On-site role with a focus on relationship building and collaboration.
  • Willingness to travel locally as needed to meet clients and partners.

#LI-PM1

Commercial Lines Risk Consultant

Job Summary

Seeking a highly motivated and experienced Commercial Lines Risk Consultant to join a growing team. This role is ideal for a professional who thrives on building relationships, analyzing risk, and closing business in the middle market sector. The successful candidate will work closely with banking and wealth advisory partners to develop and manage a portfolio of accounts, focusing on industries such as private equity, real estate, manufacturing, transportation, and more. This is a unique opportunity to work in a collaborative environment with significant growth potential.

Compensation Package

• Base Salary: Competitive and negotiable based on experience and performance.
• Commission Structure:
  • First-year new business commission at 90%.
  • Renewal business commission at 25%.
  • Additional incentives for referrals to the banking division.
• Benefits: Comprehensive benefits package
• Growth Potential: Structured compensation adjustments over the first three years to support long-term success.

Responsibilities

• Develop and maintain relationships with C-suite executives and privately held companies.
• Prospect and close middle-market accounts with a focus on accounts generating $20,000+ in revenue.
• Collaborate with banking partners to identify and pursue referral opportunities.
• Analyze client risk profiles and design tailored risk management programs.
• Work closely with the internal service team, including Account Managers and Senior Account Executives, to ensure seamless client support.
• Expand and grow the surety team and other targeted sectors such as hospitality and large general contractors.
• Meet or exceed annual new business revenue targets of $150,000–$200,000.

Qualifications/Requirements

• Experience: 5–10 years of experience in commercial insurance, with a proven track record of prospecting and closing middle-market accounts.
• Licenses: Relevant insurance licenses are required.
• Technical Skills: Proficiency in Applied EPIC or similar CRM software.
• Soft Skills:
  • Strong relationship-building and networking abilities.
  • Polished and professional demeanor.
  • Self-motivated and goal-oriented.
  • Excellent communication and negotiation skills.
  • Ability to work collaboratively in a team-oriented environment.
• Education: Bachelor’s degree preferred but not required.

#LI-PM1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and professional Commercial Lines Account Manager to join a growing team. This role involves managing a generalist book of mid-to-large market accounts, providing exceptional service to clients, and ensuring smooth account operations from start to finish. If you have a strong background in commercial lines and are looking for an opportunity to grow within a supportive and professional environment, a encourage you to apply.

Compensation Package

• Salary Range: $60,000 - $80,000 annually, commensurate with experience.
• Comprehensive benefits package available (details provided upon request).

Responsibilities

• Manage a generalist book of mid-to-large market accounts, with premiums ranging from $50,000 to $500,000.
• Handle all aspects of account management, including quoting new and renewal business.
• Collaborate with the marketing team for support on quoting and renewals.
• Provide professional and knowledgeable service to clients, ensuring their needs are met promptly and effectively.
• Maintain accurate records and utilize Applied EPIC software for account management.
• Uphold the company’s professional and flexible culture while delivering exceptional client service.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 3-5 years of commercial lines agency experience.
• Proficiency in Applied EPIC software is preferred.
• Strong communication skills; must be professional, well-spoken, and client-focused.
• Ability to work independently and manage multiple accounts effectively.
• A caring and knowledgeable approach to client interactions.

#LI-PM1

Commercial Lines Account Executive (CLAE)

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive (CLAE) to join a dynamic and professional team. This role is pivotal in managing the strategic execution of insurance programs, maintaining strong client relationships, and ensuring seamless renewal timelines. The ideal candidate will have a proven track record of working with middle to large market accounts, a client-focused approach, and the ability to thrive in a collaborative team environment.

Compensation Package

• Salary Range: $80,000 - $110,000 (commensurate with experience)
• Benefits: Comprehensive package including health insurance, professional development opportunities, and a supportive work environment
• Work Environment: Flexible scheduling for personal needs, fostering a healthy work-life balance

Responsibilities

• Manage the strategic execution of insurance programs for a sophisticated client base, including construction, manufacturing, and agriculture businesses.
• Serve as the primary point of contact for clients, ensuring exceptional service and maintaining strong relationships.
• Collaborate with producers, claims teams, and marketing teams to deliver tailored insurance solutions.
• Oversee both new and renewal business processes, leveraging support from carrier marketing teams and producers.
• Conduct client-facing meetings, including renewal discussions and strategic planning sessions.
• Handle a book of business valued between $750,000 and $1.2 million, with accounts ranging from $100,000 to over $500,000.

Qualifications/Requirements

• Experience: Minimum of 5 years in a similar role, with a preference for candidates with 5-10 years of experience.
• Licenses/Designations: Property & Casualty (P&C) license required; additional designations are a plus.
• Technical Skills: Proficiency in Applied Epic software.
• Client Expertise: Experience managing middle to large market accounts, including those exceeding $500,000 in value.
• Soft Skills: Strong client-focused mindset, excellent communication skills, ability to work collaboratively in a team environment, and a proactive approach to problem-solving.
• Travel: Willingness to travel within North Carolina for client meetings (approximately a two-hour radius).

#LI-PM1

Account Manager - Self-Funding/Large Group

Job Summary

Seeking a highly skilled and experienced Account Manager with expertise in self-funding and large group accounts to join a team. This role requires a dedicated professional who can manage accounts from A-Z, including servicing and marketing, while providing exceptional client support. The position is based onsite and offers the opportunity to work in a dynamic and growth-oriented environment.

Compensation Package

• Salary Range: $50,000 - $90,000 (commensurate with experience)
• Benefits: Comprehensive benefits package offered
• Work Environment: Onsite, full-time
• Travel: No travel required

Responsibilities

• Manage all aspects of account servicing and marketing for self-funded and large group accounts, ranging from 100 to 500 lives.
• Handle new and renewal business quotes, ensuring accuracy and timeliness.
• Provide exceptional client support and maintain strong relationships with clients and internal teams.
• Utilize Applied Epic software to manage accounts and ensure seamless operations.
• Collaborate with producers and other team members to achieve departmental goals.
• Stay updated on industry trends and regulations to provide informed guidance to clients.

Qualifications/Requirements

• Licensure/Designations: Active Life & Health (L&H) license required.
• Experience: Minimum of 5+ years of experience in account management, with a proven track record of handling self-funded and large group accounts.
• Technical Skills: Proficiency in Applied Epic software is preferred.
• Expertise: Strong understanding of self-funding and large group insurance processes, including quoting, servicing, and marketing.
• Attributes: Highly organized, detail-oriented, and capable of managing multiple priorities effectively.
• Work Ethic: A tenured professional with a "rockstar" attitude, ready to contribute to a growing and supportive team environment.

#LI-PM1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role involves managing a book of Personal Lines business, providing exceptional client service, and ensuring seamless policy administration. If you are a professional with a strong background in Personal Lines insurance and are looking for a stable, long-term opportunity in a collaborative and family-oriented environment, a encourage you to apply.

Compensation Package

• Salary: $44,000 - $60,000 (commensurate with experience)
• Benefits:
  • 100% employer-paid employee health insurance
  • Short & Long-Term Disability
  • Life Insurance
  • 3-4 weeks PTO to start
  • Flexible scheduling (up to 2-hour flex without using PTO)
  • Paid volunteer/community service hours

Responsibilities

• Provide A-Z servicing of a Personal Lines book of business.
• Handle policy changes, endorsements, and renewals.
• Conduct coverage reviews and ensure client satisfaction.
• Work directly with carriers to address client needs.
• Support producers as needed.
• Learn and manage Farm insurance (training provided).

Qualifications/Requirements

• Must Have:
  • Minimum of 3 years of Personal Lines insurance experience.
  • Strong customer service and relationship management skills.
• Preferred:
  • Experience in an independent agency setting.
  • Willingness to learn Farm insurance if not already experienced.
• Soft Skills:
  • Team player with a positive attitude.
  • Highly organized and dependable.
  • Strong interpersonal and communication skills.

#LI-MT1

Principal for New Insurance Agency

Job Summary

Seeking a highly talented, entrepreneurial, and experienced professional to lead the establishment and growth of a new insurance agency. This is a unique ground-floor opportunity to build and shape an agency from the ground up, leveraging an existing portfolio of 3,000 units and $2.5 million in premium. This role offers significant autonomy, equity opportunities, and the chance to align interests with a highly experienced and successful leadership team.

Compensation Package

• Competitive base salary
• Equity opportunities to align interests
• Performance-based commissions and incentives
• Generous and fair compensation structure designed to reward success and growth

Responsibilities

• Lead the establishment and growth of a new insurance agency, leveraging an existing portfolio
• Develop and maintain strong carrier relationships to ensure the agency's success
• Oversee all aspects of agency operations, including management, development, and finance
• Build and foster a culture that aligns with the values of the leadership team
• Drive organic growth by identifying and pursuing new business opportunities
• Collaborate with a highly experienced team of principals to align interests and achieve shared goals
• Ensure the agency operates with financial prudence and strategic foresight

Qualifications/Requirements

• Proven experience in the insurance industry, with a strong understanding of carrier relationships and business operations
• Entrepreneurial mindset with a track record of building or growing successful ventures
• Strong leadership and management skills, with the ability to inspire and align a team
• Familiarity with the Southeast culture and business environment is highly preferred
• Ability to work independently while maintaining alignment with the leadership team's vision
• Exceptional communication and interpersonal skills
• Willingness to be based in Birmingham, AL, or open to candidates outside the area who can integrate seamlessly into the team and culture

#LI-RM10

Agency Claims Consultant

Job Summary

Seeking a dedicated and detail-oriented Agency Claims Consultant to join a team. As a leading full-service insurance broker and risk management consulting firm, a pride ourselves on a reputation for honesty, integrity, and exceptional service. In this role, you will play a critical part in managing the claims process, ensuring timely and accurate communication with clients and carriers, and providing empathetic support to a valued clients.

Compensation Package

• Salary Range: $50,000 - $80,000 (commensurate with experience)
• Benefits: Comprehensive benefits package
• Work Schedule: Hybrid (3 days in-office, 2 days remote)

Responsibilities

• Manage claim intake and reporting processes from initial notice through carrier submission.
• Maintain accurate claim documentation, agency management system notes, and carrier communications.
• Utilize proper activity logging, suspense tracking, and documentation procedures within the agency management system.
• Assist with loss run requests, data validation, and preparation of basic loss summaries.
• Monitor claim status and follow up with adjusters to ensure timely assignments and updates.
• Coordinate claim-related information with Account Management and Risk Control teams.
• Provide empathetic and professional client service by explaining claims processes and setting expectations.
• Assist with scheduling claim reviews and client meetings.
• Maintain strong organization and time management while handling multiple projects and priorities.

Qualifications/Requirements

• Associate’s or Bachelor’s Degree (preferred).
• Interest in obtaining insurance licensing (preferred).
• Desire to pursue the Associate in Claims (AIC) designation within 2–3 years (preferred).
• Experience with Microsoft Office applications, including Outlook, Excel, Word, and PowerPoint (preferred).
• Experience working with an Agency Management System such as EPIC or AMS360 (preferred).
• Strong organizational skills and attention to detail.
• Ability to manage multiple tasks and priorities effectively.
• Strong communication and client service skills.
• Minimum of 2+ years of relevant experience preferred.

#LI-MB6

Employee Benefits Account Manager/Account Executive

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager or Account Executive to join a team. This role offers an exciting opportunity to manage and grow a portfolio of employee benefits accounts, primarily focusing on fully insured smaller groups. The ideal candidate will be a self-starter with a strong background in employee benefits, excellent client management skills, and the ability to thrive in a environment.

Compensation Package

• Account Manager Salary Range: $70,000 - $85,000
• Account Executive Salary Range: $100,000 - $120,000
• Comprehensive benefits package including:
  • Medical, Dental, and Vision Insurance
  • Flexible Spending Account (FSA) / Health Savings Account (HSA)
  • Short-Term and Long-Term Disability Insurance
  • Life Insurance

Responsibilities

• Serve as the primary point of contact for clients, managing a portfolio of approximately 110 groups.
• Provide strategic account management for fully insured and level-funded accounts, primarily under 50 lives.
• Oversee the end-to-end account management process, ensuring client satisfaction and retention.
• Collaborate with internal teams to address client needs and resolve issues efficiently.
• Actively contribute to the growth and development of the employee benefits market in the region.
• Utilize software tools such as EPIC, Employee Navigator, and BenefitPoint to manage accounts effectively.
• Maintain compliance with industry regulations and company policies.

Qualifications/Requirements

• Licenses/Certifications: Active Texas Life & Health (L&H) License required. Property & Casualty (P&C) License preferred.
• Experience:
  • Account Manager: 2-3 years of experience in employee benefits or a related field.
  • Account Executive: 5+ years of experience in employee benefits, with a proven track record of managing small group accounts.
• Familiarity with fully insured, level-funded, and self-funded plans is a plus.
• Strong technical aptitude and proficiency in industry software (EPIC, Employee Navigator, BenefitPoint). Training available for the right candidate.
• Exceptional organizational, communication, and client relationship management skills.
• Ability to work independently, take initiative, and contribute to team success.
• Hybrid work flexibility: 3-4 days in-office during the initial weeks, transitioning to 2 days in-office weekly.

#LI-EL1