Job Title:  Subrogation Coverage Attorney

Location: Stevens Point, WI. Hybrid Tues-Thurs in office. 
Salary: $135,000 – $200,000 + 12.5% bonus target + 401K matching + Generous PTO

Overview:
Our client is seeking an experienced Subrogation Coverage Attorney to support subrogation and insurance-related matters. This role will focus on analyzing coverage issues, advising claims teams, and handling complex legal matters to support effective claims resolution.

Key Responsibilities:

• Provide legal analysis and develop coverage opinions to guide claims professionals and leadership
• Analyze, research, and support subrogation matters, including asserting legal positions
• Evaluate complex insurance coverage issues and applicable laws across multiple jurisdictions
• Manage a caseload of litigated matters, including high-exposure and multi-party claims
• Support resolution strategies through mediation, arbitration, settlement, and litigation
• Collaborate with and oversee outside counsel to ensure consistent and high-quality case handling
• Partner with internal stakeholders to address legal risks and drive effective outcomes

Qualifications:

• Juris Doctor (JD) required
• 5+ years of relevant legal experience, preferably within insurance coverage or subrogation
• Experience handling litigation, including depositions, court appearances, and dispositive motions
• Trial and/or federal court experience preferred
• Active license to practice law in good standing
• Strong analytical, research, and problem-solving skills
• Ability to manage a diverse caseload independently
• Strong interpersonal skills with the ability to navigate complex or high-conflict situations

#LI-ET1

Personal Lines Sales Agent

Job Summary

Seeking a motivated and professional Personal Lines Sales Agent to join a growing team. This role is ideal for a driven individual with a passion for providing exceptional customer service and a consultative approach to sales. As a Personal Lines Sales Agent, you will play a key role in converting inbound leads, generating new business, and building strong relationships with clients. This is a hybrid position, requiring occasional in-office presence.

Compensation Package

• Base Salary: $40,000 - $55,000 (commensurate with experience)
• Commissions: Competitive commission structure
• Comprehensive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Convert inbound leads and generate new business through outbound outreach and networking.
• Utilize a consultative sales approach to identify client needs and recommend appropriate insurance coverage.
• Prepare quotes, proposals, and presentations for personal insurance products, including home, auto, umbrella, and more.
• Collaborate with underwriters and the Personal Lines Manager to ensure proper account placement.
• Attend local networking events, chamber of commerce meetings, and community activities to build relationships and identify new business opportunities (may include events outside normal business hours).
• Maintain detailed and accurate records in Applied Epic and related systems.
• Participate in departmental meetings and contribute to sales initiatives.

Qualifications/Requirements

• Current Property & Casualty license (or ability to obtain within 60 days).
• 1–3 years of experience in personal lines or a related sales role.
• Proficiency with Microsoft Office (Word, Excel, Outlook), Applied Epic, and comparative rater systems.
• Strong written and verbal communication skills.
• Professional, driven, and goal-oriented mindset.
• Highly organized with the ability to multitask and maintain attention to detail.
• Adaptable and confident in managing both inbound and outbound sales opportunities.

Desired Soft Skills

• Family-oriented and team player.
• Friendly and approachable demeanor.
• Self-motivated and proactive.
• Strong interpersonal skills and ability to build relationships.

#LI-MB6

Job Description: Personal Insurance Client Service Manager

Job Summary

Seeking a highly motivated and customer-centric Personal Insurance Client Service Manager to join a dedicated team. The ideal candidate will act as a primary point of contact for personal insurance clients, ensuring exceptional service by addressing inquiries, managing policy changes, and maintaining strong relationships.

Responsibilities

• Serve as a trusted advisor to clients, addressing their personal insurance needs and concerns with professionalism and efficiency.
• Manage and maintain client accounts, ensuring policies are accurately updated and renewed in a timely manner.
• Provide detailed explanations of insurance policies, coverage options, and premiums to support informed decision-making by clients.
• Handle client inquiries, endorsements, and claims with a sense of urgency and care, providing resolution and follow-up as needed.
• Develop and strengthen relationships with clients to foster trust, satisfaction, and long-term retention.
• Collaborate with insurance carriers and internal teams to ensure policies align with client expectations and organizational standards.
• Identify cross-sell and upsell opportunities based on client needs.
• Ensure compliance with industry regulations and company policies while maintaining the highest standards of ethical conduct.
• Continuously seek opportunities to enhance processes and improve customer experiences.
• Proactively maintain a comprehensive knowledge of personal insurance products, industry trends, and market developments.

Qualifications/Requirements

Experience:

• Minimum of 3-5 years of experience in a similar client service or account management role within the insurance industry.

Skills and Competencies:

• Proven expertise in managing personal insurance accounts, including homeowners, auto, and umbrella insurance policies.
• Strong interpersonal and communication skills, with the ability to convey technical insurance information in a customer-friendly manner.
• Exceptional organizational abilities, with a keen attention to detail in managing multiple client accounts simultaneously.
• Ability to work independently and collaboratively within a team environment.
• Proficiency in insurance agency management systems and MS Office Suite.
• Holds 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-MB6

Personal Insurance Account Manager

Seeking an experienced and personable insurance professional to join an established agency. The ideal candidate will provide timely quotes, identify cross-selling opportunities, and deliver exceptional service to personal lines clients.

Qualifications/Requirements

• Previous experience working with personal lines coverages in an agency or brokerage setting.
• Strong client relationship management skills.
• Ability to negotiate with carrier underwriters to secure competitive rates.
• Experience handling new and renewal submissions.
• Proven ability to quote, bind, and issue policies accurately.
• Skilled in working with multiple carriers and rating systems.
• Excellent organizational skills and attention to detail.
• Demonstrated customer service and sales abilities.
• Ability to self-direct and manage competing priorities effectively.
• Active Property & Casualty (P&C) 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.

#LI-IP1

Personal/Commercial Lines Customer Service Representative 

Job Summary

Seeking a dedicated and experienced Personal Lines/Commercial Lines Customer Service Representative (CSR) to join a growing team. This role is essential in supporting the service team by managing a variety of accounts, including small commercial, home, and auto insurance policies. The ideal candidate will have a strong background in insurance, excellent customer service skills, and the ability to work efficiently in a fast-paced environment.

Compensation Package

• Salary: 50,000-80,000 annually, commensurate with experience.
• Competitive benefits package 100% employer paid, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Account Management:
  • Handle a book of business valued at $8M+ with approximately 1,400 policies.
  • Service accounts ranging in size from $500 to $50,000.
• Policy Servicing:
  • Manage 90% renewal servicing, including rounding accounts.
  • Handle 10% new business quoting.
• Client Interaction:
  • Provide exceptional customer service to clients by addressing inquiries, resolving issues, and ensuring satisfaction.
• Administrative Tasks:
  • Utilize software tools such as EZ Lynx, Microsoft Outlook, Word, and Excel to manage accounts and documentation.

Qualifications/Requirements

• Licenses: Active New York State insurance license is required.
• Experience: Minimum of 3 years of experience in a similar role.
• Technical Skills: Proficiency in EZ Lynx, Microsoft Outlook, Word, and Excel.
• Work Ethic: Strong organizational skills, attention to detail, and the ability to work both independently and as part of a team.

Responsibilities

• Oversee and manage a portfolio of commercial lines accounts, ensuring a high standard of client satisfaction and retention.
• Build strong relationships with clients by understanding their insurance needs and providing tailored recommendations.
• Ensure timely handling of renewals, endorsements, and policy changes while maintaining compliance with industry regulations and company standards.
• Act as a key point of contact for clients, responding promptly to inquiries, resolving issues, and ensuring that client expectations are consistently met or exceeded.
• Collaborate with internal teams, including sales, underwriters, and claims representatives, to maintain seamless communication and workflows.
• Analyze client coverage needs, identify gaps, and suggest additional products where applicable.
• Review and verify policy documentation for accuracy, and process necessary updates with carriers.
• Stay informed of industry trends, policy changes, and product developments to provide clients with informed advice and options.
• Attend training, networking events, or community outreach initiatives to promote the organization and enhance personal development.

Qualifications

• Experience: Minimum of 2-4 years of experience in commercial account management or a related role.
• Licensing: Active Property and Casualty Insurance license
• Skills:
  • Strong communication, negotiation, and interpersonal abilities.
  • Exceptional time management and organizational skills, with attention to detail.
  • Proficiency in using insurance management systems, CRM software, and Microsoft Office Suite (Word, Excel, Outlook).
  • Analytical mindset with problem-solving abilities to provide creative solutions for clients.
• Education: High school diploma or equivalent required; bachelor’s degree preferred.
• Demonstrated commitment to diversity, equity, and inclusion in the workplace.

#LI-KR1

Employee Benefits Account Manager

Job Summary

Seeking a highly motivated and experienced Employee Benefits Account Manager to join a team. This role is pivotal in managing small to medium-sized accounts, including one large account with approximately 300 lives. The ideal candidate will have a strong background in producing and rounding out accounts, excellent interpersonal skills, and a commitment to delivering exceptional client service. This is a hybrid position requiring at least three days in the office, with occasional local travel to meet with clients.

Compensation Package

• Salary Range: $80,000 - $100,000 annually, plus commissions
• Benefits: Comprehensive benefits package, including 401(k)
• Work Arrangement: Hybrid (minimum three days in-office per week)

Responsibilities

• Manage and service a portfolio of small to medium-sized employee benefits accounts, including one large account with approximately 300 lives.
• Build and maintain strong relationships with clients, ensuring their needs are met and exceeded.
• Produce and round out accounts to maximize client satisfaction and business growth.
• Collaborate with team members to deliver seamless and professional service.
• Travel locally to meet with clients as needed (travel is limited to within an hour of the DFW area).

Qualifications/Requirements

• Licenses/Designations: Active Life & Health (L&H) license required.
• Experience: Minimum of 5+ years of experience in employee benefits account management.
• Skills:
  • Proven ability to produce and round out accounts.
  • Strong professional demeanor and accountability.
  • Excellent teamwork and collaboration skills.
• Technical Proficiency: Familiarity with relevant software tools is preferred.

#LI-BC2

Employee Benefits Account Manager

Job Summary

Seeking a highly motivated and experienced Employee Benefits Account Manager to join a growing team. As a key member of the team, you will manage a book of business, support larger accounts, and build strong client relationships. This is an excellent opportunity to join a company with a great culture and a focus on growth.

Compensation Package

• Salary Range: $85,000 - $90,000 per year
• Bonuses: Performance-based bonuses tied to company success
• Benefits: Comprehensive group health, dental, vision, and HSA options
• Work Environment: Fully remote for candidates in PA, MD, VA, or WV. Candidates near the office may be asked to work onsite two days a week.

Responsibilities

• Manage a book of business, focusing on small group accounts (40-80 lives).
• Serve as back-end support for larger accounts, ensuring seamless client service.
• Build and maintain strong client relationships, acting as a polished and professional representative of the company.
• Utilize software tools, such as Employee Navigator (preferred but not required), to manage accounts effectively.
• Collaborate with internal teams to ensure client satisfaction and account success.

Qualifications/Requirements

• Licensure: Active Life & Health (L&H) license is required.
• Experience: Minimum of 3 years of relevant experience in employee benefits account management.
• Skills:
  • Strong interpersonal and communication skills, with the ability to "smile through the phone."
  • Polished and professional demeanor suitable for client-facing interactions.
  • Familiarity with self-funded accounts is a plus but not required.
  • Experience with Employee Navigator software is a significant advantage.
• Work History: Stable employment history with minimal job-hopping.

#LI-KD1

Liability Claims Adjuster

Job Summary

Seeking a skilled and experienced Liability Claims Adjuster to join a team. In this role, you will be responsible for analyzing and processing insurance claims to determine the extent of the insurance carrier’s liability. You will handle claims of moderate to severe complexity, including third-party bodily injury and property damage claims, while ensuring compliance with all state Department of Insurance regulations.

Compensation Package

• Salary: Up to $90,000 per year (depending on experience) + bonus opportunities
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Investigate and resolve litigated and non-litigated claims of moderate to severe complexity.
• Evaluate liability, negotiate settlements, and document claims files with findings.
• Prepare releases, reservation of rights letters, and denials of liability.
• Handle premises liability claims and injury evaluations.
• Prepare large loss reports for claims involving severe injuries.
• Maintain open communication with clients, insureds, claimants, attorneys, and medical facilities.
• Ensure compliance with state Department of Insurance regulations.
• Provide coaching and mentoring to less experienced team members.

Qualifications/Requirements

Required Experience:

• 5+ years of multi-line claims handling at an insurer or TPA.
• 5+ years of experience in liability claims, including handling complex bodily injury claims.
• Experience with premises liability claims and injury evaluation.
• Familiarity with litigated claims and effective communication in such cases.

#LI-RG1