Casualty Senior Claims Specialist

Job Summary

Seeking a highly skilled and experienced Casualty Senior Claims Specialist to join a team. This role involves managing a portfolio of complex and high-exposure commercial casualty claims, including product liability and construction-related matters. The ideal candidate will have a strong background in claims handling, litigation management, and policy coverage analysis. This position offers the opportunity to work in a dynamic environment with a focus on delivering exceptional service to clients and stakeholders.

Compensation Package

• Base Salary: $110,000–$150,000 (depending on experience) + performance-based annual discretionary bonus
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a portfolio of high-value, complex casualty claims, including litigated matters.
• Investigate, evaluate, negotiate, and resolve complex commercial casualty claims, utilizing external service providers as needed.
• Represent the company and clients in complex claims, participating in or leading litigation teams when necessary.
• Independently resolve significant exposure claims within delegated authority levels.
• Effectively manage outside counsel and external vendors to ensure cost control and quality outcomes.
• Analyze policy coverage on standard and manuscript forms, identify coverage issues, and draft coverage position letters as required.
• Operate within designated monetary authority for reserves, settlements, and payments.
• Prepare timely and accurate large loss reports and keep management informed of developments on severe claims.
• Conduct mediations and informal negotiations to drive efficient claim resolution.
• Develop and maintain strong relationships with customers, brokers, and internal colleagues domestically and internationally.
• Identify and pursue subrogation recovery opportunities when applicable.
• Share claims insights and lessons learned across departments to improve organizational performance.

Qualifications/Requirements

• Education: Bachelor’s degree required.
• Experience: Minimum of 5 years of relevant casualty claims experience, with a focus on product liability and construction liability.
• Expertise in complex casualty claims handling, litigation management, coverage analysis, and negotiations.
• Strong analytical skills, including the ability to review medical records, expert reports, and investigative materials.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to manage multiple priorities effectively.
• Detail-oriented with strong policy interpretation capabilities.
• Adaptable and capable of thriving in a dynamic environment.
• Customer-focused mindset with a commitment to exceeding expectations of internal and external stakeholders.
• Proficiency in Microsoft Office applications and electronic claims management systems.
• Willingness to obtain and maintain appropriate state adjuster licenses and required continuing education credits.
• Minimal travel required on an as-needed basis.

#LI-JF1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and client-focused Personal Lines Account Manager to join a growing team. This role is an excellent opportunity for an experienced professional who is passionate about providing exceptional service and contributing to a collaborative and supportive work environment. The successful candidate will manage a fresh book of business, focusing on standard personal lines accounts such as home, auto, and umbrella policies. This position offers a chance to grow within a tight-knit team that values education, teamwork, and professional development.

Compensation Package

• Salary Range: $50,000 - $70,000 annually, based on experience and qualifications.
• Incentive Plan: Quarterly incentive plan based on new business and retention goals.
• Performance Reviews: Annual reviews for raises and performance evaluation.
• Work Schedule: Full-time, in-office for 5 days a week. Eligible for 1 work-from-home day per week after 90 days.
• Benefits: Comprehensive benefits package provided.

Responsibilities

• Manage a fresh book of business, focusing on standard personal lines accounts (home, auto, umbrella).
• Quote new and renewal business, ensuring accuracy and timeliness.
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly.
• Collaborate with team members to achieve office goals for new business and retention.
• Stay updated on industry trends and pursue professional development opportunities.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required. Additional designations are preferred.
• Experience: Minimum of 2+ years in sales or service; 5+ years preferred. Candidates with captive experience will also be considered.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Soft Skills: Passionate, team-oriented, client-focused, eager to learn and grow, and a positive attitude.
• Education: Commitment to ongoing education and professional development is highly valued.

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Senior Workers' Compensation Claims Representative

Job Summary

Seeking a highly skilled and experienced Senior Workers' Compensation Claims Representative to join a team. This role involves managing Workers’ Compensation claims from inception to resolution, ensuring compliance with company standards and regulatory requirements. The ideal candidate will have a strong background in claims investigation, litigation management, and customer service, with a focus on delivering exceptional results. This position offers a hybrid work schedule, with three days per week in the office.

Compensation Package

• Salary: $85,000 - $100,000 per year + bonus opportunities
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a caseload of 100-125 Workers’ Compensation claims, including litigated cases, from inception to resolution.
• Conduct thorough investigations, including obtaining statements, records, and other evidentiary materials.
• Evaluate and set accurate claim reserves to reflect potential exposure.
• Ensure compliance with regulatory and jurisdictional requirements.
• Provide clear and effective communication with customers, claimants, defense counsel, and other stakeholders.
• Oversee and manage defense counsel, independent adjusters, and other third parties involved in claims.
• Maintain detailed documentation and reporting of all claims handling activities.
• Stay updated on industry regulations and best practices.
• Perform other duties as assigned.

Qualifications/Requirements

• Minimum of 5 years of experience handling Workers’ Compensation Lost Time/Indemnity claims, including serious injury and litigated cases.
• Experience in claims investigation, administration, and litigation management.
• Knowledge of coverage, reserving principles, investigation, and negotiation techniques.
• Licensed to handle Texas Workers’ Compensation claims (additional licenses in other states, such as Mississippi, are a plus).
• Experience in the construction, forestry, logging, or oil and gas industries is a plus.
• Strong organizational skills with the ability to manage multiple tasks simultaneously.
• Excellent judgment, negotiation, and decision-making skills.
• Service-oriented with a commitment to providing prompt and effective customer service.
• Ability to travel as needed, including potential overnight stays.

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Director of Underwriting - Work Comp

Job Summary

Seeking a highly skilled and experienced Director of Underwriting to lead and shape an underwriting strategies and operations. In this role, you will play a pivotal part in driving profitability, ensuring compliance, and fostering a high-performing team. You will be responsible for developing and executing underwriting principles, managing risk selection, and maintaining strong relationships with distribution partners. This position offers a unique opportunity to contribute to the strategic planning and growth of the organization while mentoring and developing a talented underwriting team.

Compensation Package

• A market-leading salary commensurate with experience.
• Comprehensive health, dental, and vision insurance.
• Paid time off and holidays.
• Professional development opportunities.
• A supportive and collaborative work environment.

Responsibilities

• Oversee underwriting strategies to ensure profitability, appropriate pricing, risk selection, and renewal retention.
• Develop and monitor underwriting guidelines, ensuring compliance with regulatory requirements and internal standards.
• Conduct market analysis and trend evaluations to inform strategic planning and decision-making.
• Underwrite, maintain, and grow a profitable book of business, including setting and achieving pricing targets.
• Build and maintain strong relationships with distribution partners and internal stakeholders.
• Provide leadership and mentorship to the underwriting team, fostering a culture of accountability and professional growth.
• Collaborate with internal teams to deliver an exceptional customer experience.
• Analyze portfolio metrics and communicate results to executive teams, recommending adjustments as needed.
• Assist in the creation and execution of annual department budgets.
• Execute talent management strategies to enhance employee engagement, job satisfaction, and team performance.

Qualifications/Requirements

Skills/Experience

• A minimum of 7 years of experience underwriting workers' compensation risks up to $750,000.
• Proven experience in supervising, mentoring, and developing underwriting teams.
• Strong knowledge of workers' compensation ratemaking principles and the ability to effectively utilize actuarial resources.
• Exceptional analytical, communication, and negotiation skills.
• Proficiency in Microsoft Office, Power BI, and other data analytical tools.
• Strong active listening, problem-solving, and interpersonal skills for team and client relationship development.
• Demonstrated business acumen with the ability to understand performance metrics and implement profitable growth strategies.
• Independent thinker with a forward-thinking mindset and the ability to influence and collaborate effectively.

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Commercial Insurance Sales Executive

Job Summary

Seeking a dynamic and results-driven Commercial Insurance Sales Executive to join a growing team. This role offers an exciting opportunity to work with a variety of middle-market accounts, including Commercial Real Estate, Construction, Contractors, and Aviation. The ideal candidate will have a proven track record in commercial insurance sales, a strong understanding of the industry, and the ability to build and maintain lasting client relationships.

Compensation Package

• Base Salary: $100,000 - $125,000 annually, plus commission.
• Commission Structure:
  • Year 1: $100,000 base salary + 25% commission on all qualifying cases.
  • Year 2: $100,000 (75% salary, 25% draw) + commission if exceeding draw.
  • Year 3: $100,000 (50% salary, 50% draw) + commission if exceeding draw.
  • Year 4: Compensation based on book size (25% of book, 40% new business).
• Benefits: Comprehensive benefits package, including 401(k) with company match.

Responsibilities

• Develop and maintain a robust pipeline of middle-market commercial insurance clients.
• Focus on key industries such as Commercial Real Estate, Construction, Contractors, and Aviation.
• Build and nurture strong relationships with clients, providing tailored insurance solutions to meet their needs.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Utilize EPIC software to manage accounts and maintain accurate records.
• Stay informed about industry trends and market conditions to identify new business opportunities.
• Travel within the Nassau and Suffolk County territory as required.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) or Life & Health (L&H) license required.
• Experience: Minimum of 3 years of experience in commercial insurance sales, with expertise in one or more of the following areas: business, real estate, construction, contractors, aviation, or benefits.
• Technical Skills: Proficiency in EPIC software is preferred.
• Education: Bachelor’s degree or equivalent experience in a related field.
• Skills: Strong communication, negotiation, and relationship-building skills.
• Work Ethic: Self-motivated, results-oriented, and able to work independently in a hybrid environment.

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Commercial Lines Producer

Job Summary

Seeking a dynamic and driven Commercial Lines (CL) Producer to join a growing team. This role is ideal for a motivated professional with a passion for building relationships and driving new business. As a CL Producer, you will focus on hunting for new opportunities, managing a portfolio of accounts, and delivering exceptional service to the clients. This position offers a hybrid work environment with a strong emphasis on in-office collaboration and client engagement.

Compensation Package

• Salary Range: $60,000 - $120,000 (up to $135,000 for exceptional candidates)
• 401(k): 3% safe harbor contribution and 2-3% profit sharing (eligibility varies; some benefits available Day 1, others after 6 months)
• Additional Benefits: Comprehensive benefits package, professional development opportunities, and a supportive team culture

Responsibilities

• Actively prospect and generate new business opportunities within the commercial lines sector
• Build and maintain strong relationships with clients, focusing on accounts with $5,000 to $50,000 in revenue
• Develop expertise in a major and minor industry to better serve client needs
• Collaborate with the risk placement team to ensure seamless quoting and placement of new and renewal business
• Represent the company in a professional manner during client meetings, networking events, and industry functions
• Meet or exceed sales targets and contribute to the overall growth of the organization

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required
• Experience: Minimum of 1-2 years in a similar role; 5-10 years preferred
• Technical Skills: Proficiency in EPIC software is highly desirable
• Soft Skills:
  • Grit and determination to succeed in a competitive environment
  • Strong interpersonal and communication skills
  • Smart, strategic thinker with the ability to identify and capitalize on opportunities
  • Team-oriented mindset with the ability to work independently
  • Exceptional organizational and time-management skills
• Other Requirements:
  • Background and credit checks will be conducted prior to the start date
  • Willingness to participate in a 30-90 day training program, including in-depth process and general training with a consultant

#LI-AK3

Personal Lines Customer Service Representative (PL CSR)

Job Summary

Seeking a dedicated and professional Personal Lines Customer Service Representative (PL CSR) to join a team. This role is an excellent opportunity for an experienced insurance professional who thrives in a supportive, laid-back work environment that values work-life balance. As a PL CSR, you will focus exclusively on servicing existing clients, ensuring they receive the best possible coverage and support. This is a full-time position with the potential for a hybrid work schedule after an initial onboarding period.

Compensation Package

• Salary Range: $50,000 - $65,000 annually, based on experience and qualifications.
• Health Benefits: Major medical insurance with 50% of employee premiums covered.
• Additional Benefits: 100% employer-paid group life insurance and long-term disability coverage.
• Work-Life Balance: Flexible work-from-home options after the initial onboarding period.

Responsibilities

• Provide exceptional service to existing clients by addressing inquiries, resolving billing questions, and processing policy changes.
• Assist clients in selecting the best carrier options to meet their needs.
• Handle remarketing tasks as needed (most remarketing is managed by a Virtual Assistant).
• Maintain accurate records and documentation in the agency's systems, including QQ, PL Rater, and Agency Zoom.
• Collaborate with team members to ensure a seamless client experience.
• Uphold a professional and positive attitude while fostering a team-oriented work environment.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience: 1-3+ years of experience in a similar role; candidates with captive insurance experience will also be considered.
• Technical Skills: Familiarity with QQ, PL Rater, and Agency Zoom is preferred. Minimal training will be provided for these systems.
• Soft Skills: Strong communication skills, organizational abilities, a team-oriented mindset, and a positive attitude are essential.
• Work Environment: Initially, this role will require five days in the office. After approximately six months, a hybrid schedule of three days in the office and two days remote may be offered, depending on performance and experience.

#LI-TR2

Employee Benefits Advisor/Consultant

Job Summary

Seeking an experienced and motivated Employee Benefits Advisors/Consultants to join a team and help establish a new office, targeting west coast clients.

This role offers a unique opportunity to work in a dynamic, tech-savvy, and growth-oriented environment, where you will play a pivotal role in expanding the presence in the middle-market benefits space.

Compensation Package

• Compensation Structure: Competitive commission splits (approximately 40% for new business and 25% for renewals).
• Earning Potential: Based on book of business, with a minimum book of $300K in revenue.
• Benefits: Comprehensive benefits package, including 401(k).
• Work Environment: Fully remote position, with candidates required to be based in California.

Responsibilities

• Prospect and secure new business opportunities within the middle-market benefits space (25-500 lives).
• Advise clients on coverage options and assist with plan design tailored to their needs.
• Negotiate with carriers to secure optimal terms for clients.
• Leverage proprietary technology to provide clients with real-time insights into contribution models, client spend, and benefits reconciliation.
• Build and maintain strong client relationships to ensure long-term satisfaction and retention.

Qualifications/Requirements

• Licenses/Certifications: Active Life & Health (L&H) license required.
• Experience: Minimum of 5+ years in the employee benefits industry, with a proven track record of success.
• Book of Business: Established book of business with a minimum of $300K in revenue.
• Account Size Expertise: Experience working with accounts ranging from 25 to 500 lives.
• Technical Skills: Proficiency in EPIC, HubSpot, and Employee Navigator software.
• Soft Skills:
  • Tech-savvy and comfortable working with advanced systems.
  • Highly motivated and results-driven.
  • Consultative approach to client interactions.
  • Strong ability to build and grow business relationships.

#LI-DM2

Employee Benefits Account Manager - Small Group

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a small, tight-knit team of professionals specializing in Small Group Employee Benefits. This role is pivotal in supporting the growing portfolio of accounts, ranging from 2-100 lives, and ensuring exceptional service delivery to the clients. The ideal candidate will have a strong background in employee benefits, excellent communication skills, and a proactive approach to problem-solving.

Compensation Package

• Salary Range: $70,000 - $80,000 (up to $85,000 for highly qualified candidates)
• 401(k): 3% company match
• Work Environment: Fully remote with occasional travel to client sites
• Equipment: Provided for remote work
• Additional Benefits: Comprehensive benefits package, including medical, dental, vision, and ancillary products

Responsibilities

• Manage a book of business consisting of 15-20 small group accounts (2-100 lives).
• Prepare accounts for renewals, including benefit plan guides and enrollment presentations.
• Conduct enrollment meetings and provide exceptional client service.
• Quote new and renewal business as needed.
• Collaborate with the team to ensure seamless service delivery.
• Utilize EASE software for account management and client communication.
• Travel to client sites within Orange County as required.

Qualifications/Requirements

• Licenses/Certifications: Active Life & Health (L&H) license required.
• Experience: Minimum of 3 years in employee benefits account management, with enrollment experience being essential. Marketing experience is preferred but not required (training will be provided).
• Technical Skills: Proficiency in EASE software is preferred.
• Language Skills: Bilingual in Spanish is a plus but not required.
• Soft Skills:
  • Team player with a collaborative mindset.
  • Coachable and eager to learn.
  • Strong communicator with excellent interpersonal skills.
  • Proactive problem solver with attention to detail.

#LI-DM2

Senior Account Manager (Commercial Lines)

Job Summary

Seeking a highly motivated and experienced Senior Account Manager to join a dynamic and fast-growing team. This role involves managing a generalist book of mid to large commercial accounts, with a strong focus on renewals. The ideal candidate will bring energy, attention to detail, and a goal-oriented mindset to our professional yet fun work environment. This is a full-service role based in our Glendale office, offering significant opportunities for growth and community involvement.

Compensation Package

• Salary: $70,000 - $80,000 annually, commensurate with experience.
• 401(k): Company match of 4%.
• Additional Benefits: Comprehensive benefits package, professional development opportunities, and a supportive team culture.

Responsibilities

• Manage a generalist book of mid to large commercial accounts.
• Handle all aspects of account servicing, with a primary focus on renewals.
• Utilize Epic software to manage accounts and ensure accuracy in documentation.
• Collaborate with the Commercial Team Lead and other team members to meet client needs.
• Provide exceptional customer service and act as a problem solver for client inquiries.
• Maintain a detailed and organized workflow to ensure timely and efficient account management.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Proven experience in managing mid to large commercial accounts, with a strong emphasis on renewals.
• Technical Skills: Proficiency in Epic software is required.
• Soft Skills:
  • Energetic and self-motivated.
  • Detail-oriented with strong organizational skills.
  • Goal-oriented and results-driven.
  • Excellent problem-solving abilities.
  • Strong interpersonal and communication skills.

#LI-TS1