Senior Employee Benefits Analyst

Job Summary

Seeking a highly skilled and experienced Senior Employee Benefits Analyst to join a professional and business-focused team. This role is pivotal in supporting a growing agency, which specializes in employee benefits for large clientele across the country. The ideal candidate will bring extensive expertise in unbundled self-insured plans, stop-loss insurance, and advanced Excel proficiency. This is a remote position, with occasional travel required for onsite client visits.

Compensation Package

• Salary Range: $120,000 - $150,000 annually
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Environment: Fully remote (PST preferred) with company-provided equipment

Responsibilities

As a Senior Employee Benefits Analyst, your key responsibilities will include:

• Marketing stop-loss, administration, life, disability, and other employee benefit plans.
• Evaluating and negotiating offers with insurance carriers and vendors.
• Preparing pre-renewal, renewal, and post-renewal analyses, including benefit, contractual, and financial comparisons with executive summaries.
• Developing budget rates and contribution strategies.
• Preparing future cost projections and providing monthly experience reports.
• Utilizing actuarial tools to identify health plan cost drivers and model potential plan design changes.
• Managing compliance for clients and conducting audits and compliance reviews for prospects.
• Confirming final plan selections with insurance carriers.
• Supporting other analysts by peer-reviewing their work.
• Attending client or prospect meetings as needed.

Qualifications/Requirements

To be successful in this role, candidates must meet the following qualifications:

• Required Licenses/Designations: Life and Health Insurance License, CEBS certification preferred.
• Experience:
  • Minimum of 10 years of experience in employee benefits, with a focus on unbundled self-insured plans and stop-loss insurance.
  • Proven ability to work with large employee benefits accounts (averaging 4,000 employees) and self-funded plans.
• Technical Skills:
  • High proficiency in Microsoft Excel.
  • Familiarity with BenefitPoint software is a plus.
• Soft Skills:
  • Professional demeanor and strong communication skills.
  • Tactful and detail-oriented.
  • Ability to work collaboratively in a team environment.
• Other Requirements:
  • Willingness to travel for onsite client visits.
  • Ability to work effectively in a remote setting.

#LI-MB4

Personal Lines Customer Service Representative

Job Summary

Seeking a dedicated and experienced Personal Lines Customer Service Representative to join a growing team. This role is an integral part of a Personal Lines department. The ideal candidate will have a strong background in insurance servicing, a proactive approach to client management, and a passion for delivering exceptional customer service.

Compensation Package

• Salary Range: $50,000 - $65,000 annually
• Incentives: 20% commission on any account rounding and new business brought into the agency
• Benefits: Comprehensive medical, dental, and vision insurance
• Professional Development: Access to a dedicated Learning and Development department for career growth and advancement

Responsibilities

• Handle all aspects of policy servicing, including policy changes, endorsements, and renewals
• Provide exceptional customer service to a portfolio of approximately 6,000 clients with $20M in premiums
• Collaborate with the Sales and Quoting Specialist teams to ensure seamless client experiences
• Identify opportunities for account rounding and cross-selling to enhance client coverage
• Maintain accurate records and documentation in the agency management system

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required
• Experience: Minimum of 2 years in a similar role
• Technical Skills: Familiarity with Epic software is a significant advantage but not mandatory
• Soft Skills: Strong communication, organizational, and problem-solving abilities

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Personal Insurance Account Manager

Job Summary
An established insurance agency is seeking an outgoing and personable Personal Insurance Account Manager to provide timely quotes, identify cross-selling opportunities, and deliver exceptional customer service to personal lines clients. This individual will be responsible for managing all aspects of client relationships, from new business through renewals.

Responsibilities

• Manage day-to-day service and overall account management for personal lines clients.
• Quote, bind, and issue new and renewal policies accurately and efficiently.
• Negotiate with carrier underwriters to secure the most competitive rates and coverage.
• Identify opportunities to cross-sell and round out accounts.
• Maintain and strengthen client relationships through consistent, professional communication.
• Collaborate with multiple carriers and utilize various rating systems to support client needs.

Qualifications/Requirements

• Previous experience working with personal lines coverages in an agency or brokerage setting.
• Proven customer service and sales skills.
• Strong organizational skills with the ability to self-direct daily responsibilities.
• Proficient in working with multiple carrier systems and rating platforms.
• Active Property & Casualty license required.

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 is integral to supporting the higher-revenue clients, focusing on both retention and growth opportunities within the book of business. If you are passionate about delivering exceptional client service and thrive in a collaborative environment, encourage you to apply.

Compensation Package

• Salary Range: $45,000 - $65,000 per year
• Commission: Eligible to earn 10% on new business production (no sales mandate required)
• Benefits: Comprehensive benefits package offered
• Work Arrangement: Hybrid work model available after a 90-day onsite training period

Responsibilities

• Provide support for complex servicing tasks, including book rolls, renewals, remarketing, and assisting Account Executives with writing additional coverages on existing business.
• Engage with clients to gather necessary details, pull quotes, and collaborate with agents to pitch solutions.
• Focus on retention of the current book of business while identifying growth opportunities through cross-selling, recommending additional lines, and conducting client touch reviews.
• Proactively suggest policy enhancements, increased limits, or remarketing options as appropriate.
• Work with professional liability and employer practices liability accounts, primarily serving clients such as doctors, dentists, and other professionals.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required; Life & Health (L&H) license highly preferred or willingness to obtain.
• Experience: 2-5+ years of account management experience in an insurance agency setting.
• Skills: Strong client communication skills, ability to manage complex accounts, and proficiency in pulling quotes and supporting agents.
• Software: Familiarity with AMS360 is preferred.
• Work Ethic: Self-motivated, detail-oriented, and committed to delivering exceptional client service.

#LI-KD1

General Liability Claims Representative (Property Damage)

Job Summary

Seeking a dedicated and experienced General Liability Claims Representative (Property Damage) to join a team. This role involves managing a portfolio of low to moderately complex general liability claims, including property damage, bodily injury, and construction-related claims. The ideal candidate will have a strong understanding of commercial lines products, policy language, and effective claims handling practices. This is a fully remote position, offering the flexibility to work from anywhere while contributing to a dynamic and growing organization.

Compensation Package

• Salary Range: $80,000 - $95,000 per year + bonus opportunities
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Investigate, evaluate, and resolve low to moderately complex general liability claims, including property damage, bodily injury, and construction-related claims.
• Analyze and interpret commercial policy language to determine coverage and communicate decisions effectively through written correspondence, including reservation of rights and denial letters.
• Evaluate damages, establish reserves, and escalate cases with potential exposure above authority levels.
• Negotiate fair and accurate claim settlements in good faith.
• Manage litigated claim files, collaborating with defense counsel to execute appropriate plans of action and bring cases to resolution.
• Retain experts and vendors as needed to achieve optimal claim outcomes while controlling expenses.
• Maintain accurate and detailed documentation in a paperless claims system.
• Communicate with internal departments regarding claim developments and trends.
• Demonstrate an understanding of reserving requirements and philosophies, maintaining appropriate reserves on all assigned files.

Qualifications/Requirements

• Experience: 3-5 years of experience in adjusting commercial liability claims, with a proven track record of increasing responsibility and excellent customer service.
• Licenses: Must hold a public adjuster license in Florida and/or Texas, with the ability to obtain additional licenses as needed.
• Education: College degree preferred; high school diploma or equivalent required.
• Skills:
  • Strong understanding of commercial lines products, policy language, exclusions, and ISO forms.
  • Proficiency in claims handling and litigation management.
  • Excellent written and verbal communication skills.
  • Ability to manage workloads effectively and meet quality and quantity production goals.

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Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a dynamic and growing team. This is an exciting opportunity to work in a family-owned, entrepreneurial agency that values teamwork, problem-solving, and professional growth. With a strong focus on mid-to-large construction accounts, this role offers the chance to manage a diverse book of business while contributing to a collaborative and fun workplace culture.

Compensation Package

• Salary Range: $60,000 - $110,000 (depending on experience) + bonus opportunities
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business focused on mid-to-large construction accounts
• Handle all aspects of account management, including renewals, quoting new and renewal business, and providing exceptional client service
• Collaborate with the construction team to ensure seamless account handling
• Build and maintain strong client relationships
• Ensure accurate data entry and documentation in the agency management system (EPIC preferred)
• Mentor and support team members, with opportunities for leadership development

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required (agency will cover licensing costs within the first 2 months)
• Experience: Minimum of 3 years in commercial lines account management, with a focus on construction accounts preferred
• Preferred Designation: CRIS (Construction Risk and Insurance Specialist) is a plus
• Technical Skills: Familiarity with EPIC software is preferred but not required

#LI-DD4

Personal Lines Insurance Producer

Job Summary

Seeking a motivated and tech-savvy Personal Lines Insurance Producer to join a team. In this hybrid role, you will work closely with local dealerships to generate new business and provide exceptional service to clients. Reporting to the Insurance Management team, you will play a key role in driving growth and maintaining strong relationships within the community. This is an excellent opportunity to join a well-established organization with a strong culture and a commitment to professional development.

Compensation Package

• Base Salary: $40,000 - $50,000 annually
• Commission Structure:
  • 20% on revenue from new business
  • 5% on renewals
  • Lucrative bonus structure
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.
• Work Schedule: Hybrid

Responsibilities

• Proactively generate new business through cold-calling and leveraging warm leads from the dealership network.
• Build and maintain strong relationships with clients and dealership partners.
• Utilize multiple systems, including Salesforce, EPIC, and carrier portals, to manage accounts and process transactions.
• Quote and bind new business policies, including Home, Auto, Umbrella, and Recreational Lines.
• Meet or exceed sales targets while maintaining a high level of customer satisfaction.
• Participate in training and development programs to enhance skills and knowledge.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Open to varying levels of experience; coachability and a willingness to learn are key.
• Technical Skills: Must be tech-savvy and comfortable using multiple software systems, including EPIC and Salesforce.
• Sales Skills: Strong cold-calling and phone sales abilities; prior experience in a phone-sales environment is a plus.
• Personal Attributes: Self-motivated, adaptable, and able to multitask effectively in a fast-paced environment.

#LI-CS1