Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented professional to join a team as a Commercial Lines Account Manager. This role is an excellent opportunity for individuals with a strong background in insurance who are looking to grow their careers in a dynamic and collaborative environment. Reporting directly to the Team Lead, you will play a key role in managing medium to large accounts, with opportunities for professional development and career advancement within the organization.

Compensation Package

• Salary Range: $55,000–$75,000+ (depending on experience)
• Benefits: Comprehensive benefits package, including a 401(k) match.
• Work Arrangement: Onsite, with a team-oriented and fast-paced work environment.

Responsibilities

• Manage and oversee a portfolio of medium to large accounts, with occasional involvement in smaller accounts.
• Collaborate with team members to ensure seamless service delivery and client satisfaction.
• Utilize EPIC software to maintain accurate records and streamline processes.
• Contribute to the team’s success by participating in internal growth initiatives and professional development programs.
• Support the team in achieving departmental goals and maintaining a high standard of performance.

Qualifications/Requirements

• Experience:
  • Minimum of 1+ years of relevant experience (required).
  • 2–5 years of experience preferred.
• Technical Skills: Proficiency in EPIC software is highly desirable.
• Soft Skills:
  • Strong team-oriented mindset with a collaborative approach.
  • Ability to thrive in a fast-paced environment.
  • Excellent communication and organizational skills.
• Education: Commitment to continued education and professional development is highly valued.

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Commercial Lines Account Manager / Customer Service Representative

Job Summary

Seeking a highly skilled and experienced Commercial Lines Customer Service Representative to join a well-established and growing team. This is an exciting opportunity to work with a family-owned agency that has a reputation for excellence. The ideal candidate will play a key role in supporting producers, assisting clients, and maintaining strong relationships with carriers. This position is fully onsite and offers a supportive and collaborative work environment.

Compensation Package

• Base Salary: $60,000 - $75,000 (commensurate with experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Serve as the primary point of contact for clients, producers, and carriers, ensuring seamless communication and issue resolution.
• Assist in new business acquisition and remarketing efforts.
• Provide detailed and accurate answers to client inquiries regarding coverage and carrier processing.
• Support producers by gathering necessary information and facilitating efficient workflows.
• Maintain and grow a book of business, handling varying account sizes.
• Build and nurture strong relationships with clients, ensuring high levels of satisfaction and retention.
• Partner with the Account Executive to deliver exceptional service and achieve team goals.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license is required.
• Experience:
  • At least 3 years in an independent insurance agency (5+ years preferred).
  • Proven experience working with producers and carriers across various lines of business.
• Technical Skills: Familiarity with AMS360 software is a plus.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Ability to work independently and take initiative.
  • Team-oriented mindset with the ability to collaborate effectively with diverse personalities.
  • Professional demeanor and presentation.
  • Problem-solving skills and the ability to ask insightful questions.
  • Comfortable handling high-pressure situations and being put on the spot.

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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• $100K - $130K Annually (based on experience)
• Annual bonus potential
• Flex schedule and ability to work remotely

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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Associate Director, Tax Accounting

Our client, a well-established organization within the insurance and financial services industry, is seeking an Associate Director, Tax Accounting to join its growing tax function. This is a hands-on leadership opportunity for an experienced tax professional with a strong background in income tax provision, compliance, and tax reporting.

The Associate Director will play a key role in overseeing the company’s income tax provision and return-related activities, ensuring accurate financial reporting, timely federal, state, and local tax compliance, and strong internal controls. This position also offers the opportunity to expand technical tax expertise, lead and mentor team members, and contribute to tax planning, audit support, process improvements, and strategic projects.

Key Responsibilities

• Lead the income tax provision and financial reporting process in accordance with ASC 740 and SSAP 101, including tax entries, disclosures, reconciliations, and supporting documentation.
• Lead tax forecasting, effective tax rate analysis, and ad hoc tax reporting and modeling.
• Oversee federal, state, and local income tax compliance, including tax return preparation and review, filing coordination, and return-to-provision analysis.
• Review tax deliverables and identify opportunities to improve processes, enhance efficiency, and strengthen internal controls.
• Manage relationships with external tax advisors to ensure engagements are completed accurately, efficiently, and on schedule.
• Support tax planning initiatives by identifying opportunities to optimize the organization’s tax position and mitigate potential risks.
• Conduct technical tax research and provide guidance related to tax compliance, reporting requirements, and business initiatives.
• Support tax audits and regulatory inquiries while monitoring changes in tax laws, regulations, and industry-specific requirements.
• Partner cross-functionally with Accounting, Financial Reporting, Investments, Legal, Financial Planning & Analysis, and other internal stakeholders to provide tax guidance and insights.
• Mentor and develop tax team members while promoting accountability, technical growth, and achievement of departmental objectives.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field required.
• CPA or Enrolled Agent designation required.
• 5–10 years of U.S. federal income tax experience required.
• Strong experience with income tax provision and federal, state, and local tax compliance.
• Strong knowledge of ASC 740 and SSAP 101 tax accounting and disclosure requirements.
• Life and annuity insurance industry experience strongly preferred.
• Public accounting experience strongly preferred.
• Advanced Microsoft Excel skills required.
• Experience with tax provision and income tax software platforms preferred.
• Experience with enterprise financial or ERP systems is a plus.
• Demonstrated ability to lead, mentor, and develop tax professionals.
• Strong analytical, communication, organizational, and project management skills.

Compensation

• $125,000–$165,000 base salary, plus comprehensive benefits and potential incentive compensation.

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Senior Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Senior Commercial Lines Account Manager to join a team. This role is ideal for a professional with a strong background in managing commercial insurance accounts and a passion for delivering exceptional client service. The successful candidate will be responsible for servicing a diverse portfolio of accounts, including construction, technology, and non-profits, with premium sizes ranging from $50,000 to $500,000.

Compensation Package

• Salary Range: $100,000 - $150,000, commensurate with experience
• Benefits: Comprehensive benefits package

Responsibilities

• Manage and service a portfolio of commercial lines accounts, handling all aspects of account management, including certificates, binders, ID cards, endorsements, and renewals.
• Quote new and renewal business, ensuring accuracy and timeliness.
• Build and maintain strong relationships with clients, carriers, and internal teams.
• Utilize EPIC software to manage accounts and maintain accurate records.
• Provide expert advice and solutions to clients, ensuring their insurance needs are met effectively.
• Collaborate with team members to ensure seamless service delivery and client satisfaction.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required.
• Education: Bachelor’s degree required (will be verified).
• Certifications: CIC, CRM, or CPCU designation is a significant advantage (completed or near completion, must be verified).
• Experience: Minimum of 5 years of experience in a brokerage or carrier environment, with a proven track record of servicing accounts end-to-end.
• Technical Skills: Proficiency in EPIC software is required; Excel proficiency is a plus.
• Industry Knowledge: Experience with accounts in construction, technology, and non-profits is preferred.
• Attributes: Strong attention to detail, excellent communication skills, and the ability to work independently and collaboratively.

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Personal Lines Account Manager

Job Summary

Seeking a dedicated and client-focused Personal Lines Account Manager to join a team at a well-established, locally-owned independent insurance agency. If you are passionate about delivering exceptional customer service and building strong client relationships, we encourage you to apply.

Compensation Package

• Hourly Rate: $20/hour for candidates without insurance experience; up to $26/hour for licensed and experienced professionals.
• Commissions: Earn commissions on new business, with ample walk-in opportunities.
• Benefits: Comprehensive benefits package

Responsibilities

• Serve as the primary point of contact for Personal Lines clients, addressing their insurance needs and inquiries.
• Handle policy changes, billing questions, and customer service requests with accuracy and efficiency.
• Process policy documentation and maintain organized client records within the agency management system.
• Communicate directly with insurance carriers regarding coverages, policy updates, and underwriting guidelines.
• Retain and develop business through proactive customer service and relationship management.
• Support agency growth initiatives, including cross-selling opportunities across multiple lines of insurance.
• Ensure compliance with agency procedures and insurance regulations.
• Contribute to a positive and collaborative team culture.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) License preferred. Candidates without a license must be willing to obtain one within 90 days of hire.
• Experience:
  • Prior experience in Personal Lines insurance in a customer service or account management role is preferred.
  • Familiarity with insurance products, coverages, and underwriting guidelines.
  • Experience communicating directly with insurance carriers is a plus.
• Skills:
  • Strong communication, organizational, and problem-solving abilities.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Proficiency in Microsoft Office Suite and familiarity with agency management systems such as Applied EPIC or AMS360 is preferred.
• Education: High school diploma or equivalent required; additional education or certifications in insurance are a plus.

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Senior Employee Benefits Account Manager

Job Summary

Seeking a highly skilled and experienced Senior Employee Benefits Account Manager to join a growing team. This role is pivotal in managing mid-to-large group accounts, providing exceptional service, and delivering innovative benefits solutions. The ideal candidate will have a strong background in employee benefits, particularly with self-funded and level-funded accounts, and will thrive in a family-oriented, collaborative environment.

Compensation Package

• Salary Range: $100,000 - $150,000, commensurate with experience
• Benefits: Comprehensive benefits package

Responsibilities

• Manage and service mid-to-large group employee benefits accounts (50+ lives).
• Develop and maintain strong relationships with clients, ensuring their needs are met with tailored solutions.
• Handle self-funded and level-funded accounts, providing expert guidance and support.
• Prepare and present new and renewal business quotes.
• Collaborate with internal teams to deliver seamless client experiences.
• Stay updated on industry trends and regulatory changes to provide informed recommendations.

Qualifications/Requirements

• Licensure: Active Life & Health (L&H) license required.
• Education: Bachelor’s degree preferred; professional designations are a significant plus.
• Experience:
  • Minimum of 5+ years of experience in employee benefits account management.
  • Proven expertise in managing accounts with 50+ lives, including self-funded and level-funded plans.
  • Polished communication skills with the ability to present to large groups.
• Technical Skills: Proficiency in EPIC software is preferred.

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Commercial Lines Producer

Job Summary

Seeking a motivated and dynamic Commercial Lines Producer to join a growing team. This role is ideal for an individual with a passion for sales and a drive to build strong client relationships. As part of a large national agency with a strong local presence, you will have the opportunity to work in a collaborative and supportive environment while contributing to the growth of a business.

Compensation Package

• Base Salary: Up to $55,000 (ideally under $45,000)
• Commissions: 40% on new business, 30% on renewals
• Benefits: Comprehensive benefits package

Responsibilities

• Conduct outbound sales activities, including cold calling, networking, and emailing, to generate new business opportunities.
• Build and maintain strong relationships with clients across various industries, including construction, IT, and automotive.
• Develop tailored insurance solutions to meet client needs and ensure satisfaction.
• Quote and write new business policies, as well as manage renewals.
• Collaborate with internal teams to ensure seamless service delivery.
• Travel to meet with clients as required.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years preferred, but junior candidates with a strong sales drive and the right personality will be considered.
• Skills: Strong communication, networking, and relationship-building skills.
• Software Proficiency: Familiarity with EPIC software is a plus.
• Work Ethic: Self-motivated, goal-oriented, and eager to contribute to a growing organization.

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Senior Casualty Broker

Job Summary

Seeking an experienced and dynamic Senior Casualty Broker to join a growing team. This role is ideal for a seasoned professional with a strong background in large casualty accounts, particularly those with loss-sensitive structures. The successful candidate will be responsible for negotiating and placing coverage across multiple lines of business, working with accounts generating over $75K in commission.

Compensation Package

• Base Salary: $175,000 - $250,000 (commensurate with experience)
• Benefits: Comprehensive benefits package, details available upon request

Responsibilities

• Manage and negotiate large casualty accounts with a focus on loss-sensitive structures across multiple industries.
• Place coverage for accounts generating $75K+ in revenue, with a mix of 2/3 admitted and 1/3 non-admitted policies.
• Collaborate with account managers and support staff to ensure seamless client service and account management.
• Develop and maintain strong relationships with clients, carriers, and other stakeholders.
• Stay updated on industry trends, regulations, and market conditions to provide expert advice and innovative solutions.
• Utilize Epic software for account management and documentation.

Qualifications/Requirements

• Experience: Minimum of 10 years in large casualty accounts, with a proven track record in loss-sensitive programs.
• Licenses/Designations: Active Property & Casualty (P&C) license required.
• Technical Skills: Proficiency in Epic software or similar platforms.
• Education: Bachelor’s degree preferred but not required.
• Soft Skills:
  • Strong negotiation and communication skills.
  • Ability to build and maintain client relationships.
  • Detail-oriented with excellent organizational skills.
  • Strategic thinker with problem-solving abilities.
  • Team player with a collaborative mindset.

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Account Executive (Private Client Team)

Job Summary

Seeking a dynamic and experienced Account Executive to join a Private Client Team. This role is an exciting opportunity to manage a diverse portfolio of high-net-worth clients, providing exceptional service and tailored insurance solutions. You will collaborate with a dedicated team to support renewals, onboard new clients, and recommend coverage strategies.

Compensation Package

• Salary Range: $70,000 - $130,000 annually
• Bonus Potential: Up to 10% based on individual and company performance
• Benefits:
  • Comprehensive HSA and PPO plans (HSA includes $500 per quarter contribution)
  • Unlimited PTO (manager approval required)
  • Full benefits package including health, dental, and vision insurance
• Work Schedule: 37.5-hour workweek with every other Friday as a half-day during summer months

Responsibilities

• Manage a book of business generating $450,000–$500,000 in revenue, focusing on private client and high-net-worth accounts.
• Lead client onboarding processes and support policy renewals.
• Collaborate with advisors to recommend tailored coverage solutions and carrier strategies.
• Serve as a trusted resource for clients, assisting with claims and policy changes.
• Work closely with a team of Client Executives, Senior Client Managers, Client Managers, and Associate Client Managers to ensure seamless service delivery.

Qualifications/Requirements

• Experience: Minimum of 5+ years in a senior-level role, with a focus on high-net-worth clients.
• Licenses: Property & Casualty (P&C) license required (company will cover licensing costs within the first two months if needed).
• Technical Skills: Proficiency in EPIC software and general tech-savviness.
• Soft Skills:
  • Attention to detail
  • Strong relationship-building abilities
  • Leadership and team collaboration skills
  • High energy, friendly, and outgoing personality
• Education: Relevant educational background preferred.

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