Commercial Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

The ideal candidate will have the following qualifications:

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Responsible for retention of all accounts assigned to them.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

#LI-BH1

Vice President, Northeast – Employee Benefits Consulting (New York Metro / Long Island)

The Opportunity

An established employee benefits consulting practice is seeking a Northeast Vice President to assume stewardship of a mature, high-value portfolio of public sector and union clients throughout the New York Metro and Long Island markets.

This role offers a unique succession opportunity, working alongside a senior consultant during a structured transition period while inheriting responsibility for a significant book of business serving school districts, municipalities, and labor organizations.

The successful candidate will focus on client retention, strategic consulting, compliance leadership, business development, and regional market expansion while helping clients navigate an increasingly complex employee benefits landscape.

Why This Role Matters

The Northeast public sector and union benefits market is highly relationship-driven and compliance-intensive. This position will serve as a trusted advisor to long-standing clients while identifying opportunities to expand consulting services, strengthen client outcomes, and drive regional growth.

This is an opportunity to step into an established leadership role with significant visibility, strong client relationships, and a clear path for long-term impact.

Key Responsibilities

Client Relationship Management

• Assume responsibility for an established employee benefits consulting portfolio valued at more than $2 million in annual revenue.
• Maintain exceptional client satisfaction and retention through proactive relationship management.
• Serve as the primary strategic advisor for public sector, municipal, school district, and union clients.

Succession & Transition Leadership

• Partner closely with a senior consultant during a structured transition period.
• Facilitate relationship transfers, knowledge capture, and continuity planning.
• Ensure a seamless experience for clients throughout the transition process.

Compliance & Advisory Expertise

• Provide guidance on ACA reporting, ERISA, HIPAA, and other employee benefits compliance requirements.
• Advise clients on public sector and collectively bargained benefits environments.
• Monitor regulatory developments and communicate implications to clients.

Business Growth & Cross-Selling

• Identify opportunities to expand existing client relationships through additional consulting and advisory services.
• Promote solutions including self-funded plan consulting, analytics, benchmarking, pharmacy strategies, financial reporting, compliance support, and related offerings.
• Drive revenue growth through both client expansion and new business development.

Business Development

• Build and maintain a strong pipeline of prospective public sector and union clients throughout the New York Metro and Long Island region.
• Develop relationships with key market stakeholders and referral sources.
• Represent the organization within industry associations and professional networks.

Team Leadership

• Collaborate with account management and service teams to deliver exceptional client experiences.
• Mentor and support team members while promoting accountability, continuous improvement, and client-focused service standards.

Qualifications

Required

• 10+ years of employee benefits consulting, brokerage, or advisory experience.
• Minimum 5 years in a senior client-facing leadership role with direct account ownership.
• Strong expertise in ACA reporting and employee benefits compliance.
• Demonstrated responsibility for managing a book of business exceeding $1 million in annual revenue.
• Established presence and professional network within the New York region.
• Experience serving public sector, municipal, school district, union, or multiemployer clients.
• Active New York Life & Health Insurance License.

Preferred

• Existing relationships with Long Island school districts, public-sector organizations, or employee benefit trusts.
• Advanced expertise in ACA compliance and reporting strategies.
• Experience leading teams while maintaining direct client responsibilities.
• Background navigating organizational growth, acquisitions, integrations, or business transitions.

What Success Looks Like

Year 1

• Successfully transition and retain 95%+ of the inherited client portfolio.
• Establish trusted relationships across key accounts.
• Generate initial cross-selling and account expansion opportunities.

Year 2

• Deliver measurable revenue growth from existing and new client relationships.
• Become a recognized leader within the New York public sector benefits market.
• Expand regional influence and business development activity.

Year 3

• Drive sustained regional growth and profitability.
• Develop additional team capacity to support expansion.
• Establish a strong pipeline of public sector and union opportunities.

Position Details

• Location: Long Island or New York Metro area (hybrid work environment)
• Travel: Regional travel required throughout the New York market
• Compensation: Competitive base salary, performance incentives, and revenue-based compensation opportunities
• Benefits: Comprehensive benefits package, retirement plan, and long-term growth opportunities

About the Organization

Our client is a growing employee benefits consulting platform serving employers, public sector organizations, and labor groups across the United States. The firm combines deep industry expertise, advanced analytics, compliance resources, and consultative service to help clients design and manage effective employee benefits programs.

The organization is committed to building long-term client relationships through integrity, accountability, continuous improvement, and exceptional service.

Market Leader – Senior Vice President

Job Summary

Seeking a dynamic and highly motivated Market/Producing Leader to drive expansion in key geographic areas. This senior executive role is ideal for an elite insurance professional who excels in personal production while building and leading high-performing teams. Reporting directly to the Chief Sales Officer, you will be responsible for driving aggressive revenue growth, managing local P&L, and leveraging innovative programs to scale operations.

Compensation Package

• Competitive base salary commensurate with experience.
• Performance-based incentives tied to personal production and team growth.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Opportunities for professional development and career advancement.

Responsibilities

• Elite Business Production: Build and maintain a high-value book of commercial risk or employee benefits business. Serve as a top-tier producer, consistently driving new revenue and modeling elite sales methodologies for your team.
• Strategic Team Leadership & Growth: Recruit, coach, and scale a local team of Account Managers and Producers. Mentor emerging sales talent through structured reward programs to achieve their full potential.
• P&L Management: Oversee the financial health of the local office, optimizing expenses and ensuring sustainable profitability. Balance growth investments with operational efficiency.
• Executive Communication: Act as the critical link between the local market and centralized support services. Ensure seamless operational alignment and swift resolution of client and team needs.
• Market Ambassadorship: Represent the company in the local community, cultivating relationships with key stakeholders, carrier partners, and business leaders to establish the firm as the premier brokerage in the region.

Qualifications/Requirements

• Proven track record of elite personal production within the insurance brokerage industry.
• Demonstrated experience in leadership or sales management, with a history of recruiting, training, and retaining top-tier producers.
• Strong financial acumen and experience managing departmental or regional P&L statements.
• Exceptional communication and presentation skills, with the ability to negotiate complex deals and inspire teams.
• Established professional network and deep relationships within the local market.

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Market Leader – Senior Vice President

Job Summary

Seeking a dynamic and highly driven Market/Producing Leader to spearhead an expansion in key geographic areas. This is a premier "player-coach" executive role designed for an elite insurance professional who thrives on personal production while simultaneously building and leading a high-performing local team. Reporting directly to the Chief Sales Officer, you will serve as the face of the organization in the market, driving aggressive revenue growth, managing local P&L

Compensation Package

• Competitive base salary with performance-based incentives.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Access to industry-leading reward and incentive programs.
• Professional development opportunities and career advancement pathways.

Responsibilities

• Elite Business Production: Build and maintain a high-value book of commercial risk or employee benefits business. Serve as a top-tier producer, consistently driving net-new revenue and demonstrating elite sales methodologies for the team to emulate.
• Strategic Team Leadership & Growth: Recruit, coach, and scale a local team of Account Managers and Year 1–3 Producers. Mentor emerging sales talent through structured reward programs, fostering their professional growth.
• P&L Management: Oversee the financial health of the local office, managing contribution margins, optimizing expenses, and ensuring sustainable profitability.
• Executive Communication & Alignment: Act as the critical bridge between the local market and centralized support services, ensuring operational alignment and swift service delivery.
• Market Ambassadorship: Represent the organization in the local community, cultivating relationships with key stakeholders, carrier partners, and business leaders to establish the company as the premier brokerage in the region.

Qualifications/Requirements

• Proven, verifiable track record of elite personal production within the insurance brokerage industry.
• Demonstrated experience in a leadership or sales management capacity, with a history of successfully recruiting, training, and retaining top-tier producers.
• Strong financial acumen with experience managing a departmental or regional Profit & Loss statement.
• Exceptional communication and presentation skills, capable of commanding a room and negotiating complex deals.
• Deep existing relationships and a strong professional network in the market.

#LI-TM1

Los Angeles County Commercial and Benefits Insurance Producers

Job Summary

Seeking dynamic and entrepreneurial Commercial and Benefits Insurance Producers to join a growing team. This role is suited for individuals passionate about providing customized insurance solutions to businesses and individuals, building long-lasting relationships, and excelling in a supportive and collaborative environment. Individuals with a strong drive for success, a customer-focused mindset, and a track record of delivering results are encouraged to apply.

Responsibilities

• Business Development: Identify and pursue new business opportunities for commercial and benefits insurance, building a robust client portfolio.
• Client Relationships: Build and maintain trusted relationships with clients by understanding their needs, presenting tailored insurance solutions, and providing exceptional service.
• Market Analysis: Monitor market trends, competitor offerings, and industry developments to provide clients with innovative and comprehensive solutions.
• Sales Strategy: Create and execute strategic sales plans to achieve and exceed revenue and growth targets.
• Policy Management: Assist clients with policy changes, updates, and renewals while addressing their insurance inquiries promptly.
• Compliance: Ensure adherence to local, state, and federal insurance requirements while maintaining accurate records of all client transactions.
• Team Collaboration: Work closely with internal teams, including underwriters, claims professionals, and account managers, to deliver seamless client experiences.

Qualifications/Requirements

• Licenses & Certifications: Active insurance producer license for the state of California is required.
• Experience: 2+ years of experience in commercial and/or benefits insurance sales or related fields.
• Education: Bachelor’s degree in Business, Finance, Insurance, or a related field (preferred but not required).
• Skills:
  • Exceptional communication and interpersonal skills to build and maintain relationships with clients.
  • Strong sales and negotiation skills to successfully close deals and meet targets.
  • Analytical and problem-solving skills to evaluate client needs and recommend appropriate solutions.
  • Proficiency with insurance sales platforms, CRM software, and other relevant technologies.
• Self-Motivated: Results-driven with the ability to work independently and in a fast-paced, team-oriented environment.
• Knowledge: In-depth understanding of commercial lines and/or employee benefits insurance products, policies, and underwriting standards.

Work Environment & Benefits

• Competitive base salary plus a commission structure with no earning caps.
• Comprehensive benefits package, including health, dental, and vision insurance, 401(k) matching, and paid time off.
• Opportunities for learning and development to support career progression.
• Flexible work arrangements, including hybrid options.

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 and Benefits Insurance Producers

Job Summary

Seeking dynamic and entrepreneurial Commercial and Benefits Insurance Producers to join a growing team. This role is suited for individuals passionate about providing customized insurance solutions to businesses and individuals, building long-lasting relationships, and excelling in a supportive and collaborative environment. Individuals with a strong drive for success, a customer-focused mindset, and a track record of delivering results are encouraged to apply.

Responsibilities

• Business Development: Identify and pursue new business opportunities for commercial and benefits insurance, building a robust client portfolio.
• Client Relationships: Build and maintain trusted relationships with clients by understanding their needs, presenting tailored insurance solutions, and providing exceptional service.
• Market Analysis: Monitor market trends, competitor offerings, and industry developments to provide clients with innovative and comprehensive solutions.
• Sales Strategy: Create and execute strategic sales plans to achieve and exceed revenue and growth targets.
• Policy Management: Assist clients with policy changes, updates, and renewals while addressing their insurance inquiries promptly.
• Compliance: Ensure adherence to local, state, and federal insurance requirements while maintaining accurate records of all client transactions.
• Team Collaboration: Work closely with internal teams, including underwriters, claims professionals, and account managers, to deliver seamless client experiences.

Qualifications/Requirements

• Licenses & Certifications: Active insurance producer license for the state of California is required.
• Experience: 2+ years of experience in commercial and/or benefits insurance sales or related fields.
• Education: Bachelor’s degree in Business, Finance, Insurance, or a related field (preferred but not required).
• Skills:
  • Exceptional communication and interpersonal skills to build and maintain relationships with clients.
  • Strong sales and negotiation skills to successfully close deals and meet targets.
  • Analytical and problem-solving skills to evaluate client needs and recommend appropriate solutions.
  • Proficiency with insurance sales platforms, CRM software, and other relevant technologies.
• Self-Motivated: Results-driven with the ability to work independently and in a fast-paced, team-oriented environment.
• Knowledge: In-depth understanding of commercial lines and/or employee benefits insurance products, policies, and underwriting standards.

Work Environment & Benefits

• Competitive base salary plus a commission structure with no earning caps.
• Comprehensive benefits package, including health, dental, and vision insurance, 401(k) matching, and paid time off.
• Opportunities for learning and development to support career progression.
• Flexible work arrangements, including hybrid options.

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-TM1

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 - $92,000/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

Executive Cyber Underwriter

Job Summary

Seeking a highly skilled and experienced Executive Cyber Underwriter to lead underwriting efforts for cyber insurance products. This role involves assessing complex risks and developing innovative solutions tailored to client needs. Collaborate with brokers, clients, and internal teams to drive profitability while maintaining an emphasis on risk assessment and mitigation.

Responsibilities

• Evaluate and underwrite complex cyber insurance risks, ensuring alignment with company underwriting guidelines and objectives.
• Work closely with brokers and clients to tailor coverage solutions that address evolving cyber risk exposures.
• Stay updated on emerging cyber threats, trends, and technologies to enhance underwriting strategies.
• Collaborate with actuarial, claims, and legal teams to shape product offerings and ensure profitability.
• Lead and mentor junior underwriters to foster professional development.
• Support marketing efforts through client presentations, industry events, and training sessions.
• Review and enhance underwriting processes to ensure efficiency and effectiveness.
• Ensure compliance with regulatory requirements and internal policies.
• Contribute to the development of innovative insurance products that reflect market demands and cybersecurity trends.

Qualifications/Requirements

• Bachelor’s degree in a relevant field such as Business, Risk Management, or Cybersecurity, or equivalent experience.
• Proven experience in underwriting with a strong focus on cyber insurance.
• In-depth understanding of cybersecurity risks, data breaches, and technological trends across industries.
• Advanced analytical and decision-making skills for assessing large and complex risks.
• Strong interpersonal skills with the ability to build relationships with internal stakeholders, brokers, and clients.
• Excellent written and verbal communication skills.
• Professional designations or certifications in insurance (e.g., CPCU, AU) or cybersecurity (e.g., CISSP, CISM) are highly desirable.
• Proactive problem-solving skills and the ability to work under pressure in a fast-paced environment.

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-JJ1

Casualty Reverse Flow Underwriting Team Leader

Job Summary

Seeking a dynamic and experienced Casualty Reverse Flow Underwriting Team Leader to lead and mentor a team of underwriters specializing in casualty reverse flow. Responsibilities include overseeing underwriting processes, ensuring adherence to industry standards, and delivering high-quality solutions tailored to meet client needs.

Responsibilities

• Team Leadership: Develop, mentor, and inspire a team of underwriters to achieve organizational goals and support professional growth.
• Underwriting Expertise: Oversee and assess casualty reverse flow underwriting activities, ensuring compliance with company policies, underwriting guidelines, and risk management strategies.
• Client Engagement: Collaborate with clients, brokers, and key stakeholders to understand business needs and provide tailored underwriting solutions.
• Process Optimization: Continuously review business processes to ensure efficiency, accuracy, and adherence to regulatory requirements.
• Performance Metrics: Monitor team performance through key performance indicators (KPIs), address challenges, and celebrate successes.
• Cross-functional Collaboration: Work closely with other departments, including claims, legal, and actuarial teams, to ensure cohesive service delivery and successful outcomes.
• Innovation and Market Trends: Stay informed about trends in casualty underwriting and reverse flow to ensure the team’s competitive edge and implement innovative solutions.
• Risk Assessment: Develop risk profiles, evaluate exposures, and make informed underwriting decisions for complex accounts.
• Reporting & Analysis: Prepare periodic reports on team performance, market insights, and underwriting metrics to support strategic decision-making.

Qualifications/Requirements

• Experience: Minimum of 5 years of professional experience in casualty underwriting, including experience with reverse flow accounts.
• Leadership Skills: Proven experience in leading or managing a team, with strong coaching and interpersonal skills.
• Technical Skills: Solid knowledge of underwriting processes, risk evaluation, contract wording, and policy issuance.
• Education: Bachelor's degree in Business, Finance, Insurance, or a related field (or equivalent professional experience).
• Communication: Excellent verbal and written communication skills with the ability to build relationships and negotiate effectively.
• Analytical Thinking: Strong analytical and problem-solving skills with attention to detail.
• Technical Proficiency: Proficiency in underwriting software, Microsoft Office Suite, and other relevant tools.
• Certifications: Professional certifications in underwriting (e.g., CPCU, ARe) are a plus but not mandatory.

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-JJ1

• 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 submissions.  
• Prior experience quoting, binding, and issuing policies. 
• Experience working with multiple carriers and rating systems. 
• Overall account management.

• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold Property & Casualty 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-BJ1