Private Client Personal Insurance Account Manager 

Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service for personal lines customers.

Qualifications:

• 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.

Requirements: 

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

#LI-IP1

Company Overview

Our client is a respected third-party administrator (TPA) providing comprehensive claims management solutions to commercial clients nationwide. They are seeking a Senior Commercial General Liability Claims Examiner to handle complex liability claims with a focus on habitational and commercial real estate exposures.

COMPENSATION:

• $80,000 - $95,000/year (based on experience)
• Comprehensive benefits package including medical, dental, vision, and 401(k)
• Paid time off and paid holidays
• Fully remote work environment with flexibility

JOB QUALIFICATIONS:

• 5+ years of Commercial General Liability claims handling experience
• Demonstrated experience handling habitational and/or commercial real estate liability claims
• Prior experience working for a TPA or in a high-volume commercial claims environment preferred
• Strong litigation management and settlement negotiation skills
• Ability to independently manage a full caseload with minimal supervision

JOB RESPONSIBILITIES:

• Independently manage complex Commercial General Liability (CGL) claims, including litigated matters
• Handle claims arising from habitational and commercial real estate exposures (e.g., apartments, condos, mixed-use properties, office buildings)
• Conduct thorough investigations including coverage analysis, liability evaluation, and damages assessment
• Establish and manage reserves in accordance with client guidelines and best practices
• Coordinate with defense counsel on litigated claims, including strategy, discovery, and settlement evaluation
• Evaluate and negotiate settlements within assigned authority
• Communicate effectively with insureds, claimants, attorneys, and clients
• Ensure compliance with applicable jurisdictional regulations and client-specific service instructions
• Document claim activity accurately and timely within the claims management system
• Identify subrogation opportunities and potential fraud indicators

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-MW1

Medicare Account Manager

Job Summary

Seeking a dedicated and experienced Medicare Account Manager to join an insurance agency renowned for its exceptional client service, collaborative culture, and flexibility. This full-time, year-round position offers long-term growth potential, with opportunities to advance into leadership or operations for the right candidate.

Compensation Package

• Base Salary: Starting at $60,000+, with flexibility for the right candidate.
• Bonuses: Quarterly bonus opportunities tied to retention and growth.
• Certifications: CMS and Humana certifications covered by the agency.
• Additional Perks: Flexible scheduling outside of the Annual Enrollment Period (AEP).

Responsibilities

• Provide exceptional, white-glove service to Medicare clients.
• Act as the primary liaison between clients and carriers.
• Handle approximately 3–5 client service calls daily.
• Support a high-energy producer by maintaining organization and workflow.
• Assist with client retention and account management.
• Perform data cleanup and ensure accurate record-keeping.
• Collaborate with operations and internal support staff.
• Support Medicare and ACA business as needed.
• Maintain up-to-date knowledge of Wisconsin Medicare and healthcare systems.

Qualifications/Requirements

• Proven experience in Medicare insurance is required.
• Strong understanding of Medicare plans, processes, and regulations.
• Ability to thrive in a fast-paced, sales-driven environment.
• Highly organized, detail-oriented, and proactive.
• Excellent client service and communication skills.
• Ability to work independently in a remote setting, if applicable.
• ACA experience is a plus.

#LI-DH1

Sales Director

Job Summary

Seeking a dynamic and results-driven Sales Director to join a growing team. This is an exciting opportunity to lead and shape a new department focused on retention and sales excellence.

Compensation Package

• Base Salary: $125,000+ (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Oversee and manage the agency's entire book of business, including personal, life, Medicare, and individual health insurance accounts.
• Train and mentor producers across multiple locations to enhance sales performance.
• Supervise Life, Medicare, and Commercial Directors, ensuring alignment with company goals and objectives.
• Develop and implement strategic sales plans to drive growth and retention.
• Collaborate with the executive team to establish and execute a roadmap for success.

Qualifications/Requirements

• Licenses: Active Life & Health (L&H) and Property & Casualty (P&C) licenses are required.
• Experience: Minimum of 5 years in a sales leadership role, preferably within the insurance industry.
• Technical Skills: Proficiency in Applied EPIC software.
• Soft Skills:
  • Strong leadership and mentoring abilities.
  • Excellent communication and interpersonal skills.
  • Self-motivated and results-oriented.
  • Strategic thinker with the ability to execute plans effectively.
  • A "go-getter" attitude with a focus on customer connection and service excellence.

Additional Information

• Travel: Minimal travel required to train producers at various locations.
• Onboarding: Includes a two-week initial training period working directly with the Chief Experience Officer, followed by weekly check-ins.

#LI-MB4

Life Director

Job Summary

Seeking a dynamic and experienced Life Director to join a growing team. This is an exciting opportunity to lead and shape a new department focused on retention and life insurance sales.

Compensation Package

• Salary: $125,000+ (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Oversee and manage the agency's entire book of life insurance accounts, focusing on policies with premiums under $10,000.
• Travel to various locations to train producers on life insurance sales strategies and best practices.
• Develop and implement a roadmap for understanding and executing life insurance sales goals.
• Foster strong relationships with clients by prioritizing phone communication over email correspondence.
• Collaborate closely with the Chief Experience Officer and executive team to align departmental goals with the agency's overall objectives.
• Participate in a two-week onboarding process and engage in weekly check-ins to ensure alignment and progress.

Qualifications/Requirements

• Licenses/Certifications: Active Life and Health (L&H) license is required.
• Experience: Minimum of 5 years in life insurance sales or a related field.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Soft Skills:
  • Self-motivated and results-driven
  • Strong interpersonal and communication skills
  • Ability to work independently and as part of a team
  • Strategic thinker with a proactive approach
  • Commitment to delivering exceptional customer experiences

Additional Information

• Travel: No regular travel is required beyond training producers at various locations.

#LI-MB4

Medicare Director

Job Summary

Seeking a dynamic and experienced Medicare Director to join a growing team. This role is pivotal in supporting the retention and growth of Medicare accounts. The ideal candidate will be a self-starter with a passion for building strong client relationships and a proven ability to lead and train producers on Medicare sales.

Compensation Package

• Salary: $125,000+ (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Oversee and manage the agency's entire book of Medicare accounts, focusing on premiums under $10,000.
• Travel to various locations to train producers on Medicare sales strategies and best practices.
• Develop and execute a roadmap for understanding and improving Medicare account retention and growth.
• Collaborate with the executive team to align departmental goals with the agency's overall objectives.
• Utilize Applied EPIC software to manage accounts and ensure seamless operations.

Qualifications/Requirements

• Licenses/Designations: Active Life & Health (L&H) license required.
• Experience: Minimum of 5 years in a Medicare-related role, with a proven track record of success.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Soft Skills:
  • Self-starter with a "go-getter" attitude.
  • Strong leadership and training abilities.
  • Excellent communication and interpersonal skills.
  • Strategic thinker with the ability to execute plans effectively.
  • Commitment to fostering strong client relationships.

Additional Information

• Travel: Minimal travel required for training purposes.
• Onboarding: Includes a two-week initial onboarding period with weekly check-ins. Direct mentorship provided by the Chief Experience Officer.

#LI-MB4

Regional Director

Job Summary

Seeking a dynamic and experienced Regional Director to lead and support a growing operations team.

Compensation Package

• Base Salary: $125,000+ (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Train and mentor managers and producers to ensure they meet performance goals.
• Manage entire books of business, focusing on accounts with premiums under $10,000.
• Travel between locations to provide hands-on training and support.
• Develop and execute strategies to enhance customer retention and satisfaction.
• Utilize Applied EPIC software for account management and operational tasks.

Qualifications/Requirements

• Licenses/Designations: Active Life & Health (L&H) and Property & Casualty (P&C) licenses are required.
• Experience: Minimum of 5 years in the insurance industry, with a focus on leadership and operational management.
• Technical Skills: Proficiency in Applied EPIC software.
• Soft Skills:
  • Self-motivated and results-driven.
  • Strong leadership and mentoring abilities.
  • Excellent communication and interpersonal skills.
  • Strategic thinker with the ability to execute plans effectively.
  • Commitment to fostering strong client relationships.

#LI-MB4

Customer Support Team Manager

Job Summary

Seeking a dynamic and experienced Customer Support Team Manager to lead and oversee servicing department. This is a unique opportunity to join a growing agency that values customer connection and emphasizes proactive communication with clients. The ideal candidate will be a self-starter with a proven track record in managing customer support teams and a strong understanding of insurance lines.

Compensation Package

• Salary: $125,000+ (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Oversee the entire servicing department and ensure the delivery of exceptional customer support.
• Collaborate directly with the Retention Director to develop and implement strategies for client retention.
• Manage the agency's book of business, which includes accounts with premiums under $10,000.
• Ensure fluency and expertise in all lines of insurance, including Life & Health (L&H) and Property & Casualty (P&C).
• Utilize Applied EPIC software to manage accounts and streamline operations.
• Develop and execute a comprehensive plan/roadmap for understanding and improving department processes.
• Conduct regular team check-ins and provide ongoing training and support to team members.

Qualifications/Requirements

• Licenses/Certifications: Active Life & Health (L&H) and Property & Casualty (P&C) licenses are required.
• Experience: Minimum of 5 years of experience in a similar role, with a strong background in customer support and insurance services.
• Technical Skills: Proficiency in Applied EPIC software is required.
• Soft Skills:
  • Strong leadership and team management abilities.
  • Excellent communication and interpersonal skills.
  • Proactive and self-motivated with a "go-getter" attitude.
  • Strategic thinker with the ability to develop and execute plans effectively.
  • Strong problem-solving and decision-making skills.

#LI-MB4

Employee Benefits Licensed Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Licensed Account Manager to join a team. This full-time hybrid role (3 days per week in-office) is ideal for a professional with a strong background in employee benefits account management, who thrives in a fast-paced environment and is passionate about delivering exceptional client service. The successful candidate will serve as the primary point of contact for a portfolio of clients, managing the full account lifecycle, including renewals, compliance, and benefits administration.

Compensation Package

• Salary Range: $70,000 - $80,000 annually
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Act as the primary contact for assigned employee benefits clients, fostering strong, long-term relationships.
• Manage complex service issues related to claims, eligibility, coverage, billing, and plan changes, escalating as needed.
• Oversee the renewal process, including gathering census data, coordinating marketing strategies, obtaining quotes, and managing timelines.
• Market new and renewal business to carriers, analyze proposals, and prepare benchmarking reports and plan comparisons.
• Negotiate with carriers and vendors to secure competitive rates and plan designs aligned with client needs.
• Prepare client-ready proposals, quote comparisons, and renewal presentations.
• Coordinate open enrollment meetings, employee communication materials, and implementation checklists.
• Update and maintain benefits administration platforms, including plan setup, employee enrollment, and eligibility updates.
• Provide compliance support for ACA, ERISA, HIPAA, and other employee benefits requirements.
• Maintain accurate documentation of client interactions, policy changes, and service activities in agency management systems.
• Collaborate with producers, carriers, and internal teams to ensure client satisfaction and retention.
• Identify opportunities for workflow improvements and operational efficiencies.

Qualifications/Requirements

Required:

• Current Life and Health Producer License in good standing.
• Minimum of 3 years of experience in employee benefits, group health, or insurance agency account management.
• Strong knowledge of employee benefits plan structures, renewal workflows, and carrier marketing practices.
• Familiarity with claims, billing, eligibility, open enrollment, and benefits administration processes.
• Working knowledge of ACA, ERISA, HIPAA, and related compliance requirements.
• Excellent organizational skills with the ability to manage multiple accounts and deadlines.
• Strong written and verbal communication skills, with the ability to explain benefit options and service issues clearly.
• High attention to detail and commitment to compliance and documentation.

Preferred:

• Experience with Applied Epic and Employee Navigator software.
• Familiarity with carrier portals, census collection, and benefits administration platforms.

#LI-BO1

Commercial Lines Producer
A growing, dynamic insurance agency is seeking experienced Commercial Lines Producers to join the team. The agency manages a significant book of business across commercial and personal lines in multiple states and has strong plans for continued growth. This is a unique opportunity to join a collaborative, professional environment with full support and long-term growth potential.

About the Opportunity:
This role is ideal for producers with a proven track record of success who are confident in their ability to build and grow a profitable book of business. The agency provides strong back-office support, a flexible remote work environment, and a competitive, uncapped commission structure.

Ideal Candidate Profile:

• Current or former agency owner who would like to remain active in the industry.
• Experienced producer with several years of experience and an existing book of business.
• Sales professional seeking a fresh opportunity or transition following industry changes.
• Holds an active P&C (Property and Casualty) insurance license.
• Independent, motivated, and sales-driven with strong interpersonal skills.
• Brings a clear plan for business development and growth.

Types of Accounts:

• Middle-market commercial lines accounts across a variety of industries.
• Focused territories include the Mid-Atlantic region.

Responsibilities:

• Drive new business production through prospecting and leveraging existing relationships.
• Develop and execute a personal sales and business development strategy.
• Partner with account managers and internal support teams to ensure high client satisfaction.
• Maintain long-term client relationships and provide ongoing service.

What Is Offered:

• Base salary available during the initial transition period.
• Competitive, uncapped commission structure.
• Comprehensive benefits package, including medical, dental, vision, and retirement plan with match.
• Fully remote—work from anywhere.
• Administrative and service support provided.
• Autonomy with the tools and flexibility to succeed.

Licensing Requirements:

• Must hold an active P&C (Property and Casualty) insurance license.

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-CS1
#LI-remote