Position Overview

Our client, a well-established Third-Party Administrator (TPA), is seeking an experienced Future Medical Claims Adjuster to join their growing team. This role is responsible for handling complex workers’ compensation claims involving future medical exposure, ensuring timely and cost-effective resolution while maintaining compliance with California regulations.

Compensation Package

• $60,000 - $90,000/year (based on experience)
• 100% remote work environment
• Comprehensive benefits package
• Supportive and collaborative team culture
• Long-term stability with a reputable TPA
  
  

Qualifications

• 3+ years of California workers’ compensation claims handling experience
• Specific experience handling future medical exposure required
• Strong understanding of California workers’ compensation laws and regulations
• Experience negotiating settlements and working with defense attorneys
• Self-insured or TPA background preferred
• Excellent communication, organizational, and negotiation skills
• Ability to manage a high-volume caseload independently

Key Responsibilities

• Manage a caseload of California workers’ compensation claims focused on future medical exposure
• Evaluate and determine appropriate reserves, including future medical projections
• Coordinate with medical providers, legal counsel, and vendors to facilitate claim resolution
• Review medical reports and treatment plans to assess ongoing exposure and settlement opportunities
• Negotiate settlements, including Compromise & Release (C&R) agreements
• Ensure compliance with California workers’ compensation laws and regulatory requirements
• Maintain detailed and accurate claim documentation
• Provide excellent customer service to clients, claimants, and internal stakeholders

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

#INDTJG-CTT

Claims Manager

Job Summary

An established insurance agency is seeking a Claims Manager to support personal lines operations and report to senior leadership. This role is responsible for overseeing the claims process from initial reporting through resolution, while also contributing to loss control and risk management initiatives. The position combines client advocacy, technical claims expertise, and collaboration with internal teams to ensure efficient claim outcomes and strong client relationships.

Responsibilities

• Guide clients through the claims process with professionalism, responsiveness, and technical expertise
• Advocate on behalf of clients regarding coverage determinations, reservation of rights, and complex claim settlements
• Build and maintain strong relationships with clients and insurance carriers to support retention and satisfaction
• Collaborate with internal stakeholders to develop and implement risk management strategies
• Maintain accurate and detailed client records within agency management software or claims systems
• Monitor legal, regulatory, and market developments impacting claims and risk exposure
• Provide insights on coverage enhancements based on claim trends and outcomes
• Conduct loss analysis and risk assessments to support client advisory efforts
• Assist with carrier communications related to claims and renewals

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license
• Preferred professional designations such as CIC, AIC, or CRM
• Demonstrated experience in claims handling or claims leadership within the insurance industry
• Strong knowledge of Property and Casualty coverage lines
• Excellent communication and negotiation skills
• Ability to manage multiple priorities in a fast-paced environment
• Strong organizational skills and attention to detail
• Self-motivated with effective problem-solving capabilities
• Ability to travel occasionally as needed

Compensation Package

• Base salary starting at $60,000+, depending on experience
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

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-BD1

Lift & Seed Market Leader – Senior Vice President

Job Summary

Seeking a dynamic and highly motivated Market/Producing Leader to drive a 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.

#LI-TM1

Lift & Seed Market Leader – Senior Vice President

Job Summary

Seeking a dynamic and highly driven Market/Producing Leader to spearhead a 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 a 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

Commercial Lines Producer

Job Summary

Seeking dynamic and results-driven Commercial Lines Producers to join a growing team. This role is ideal for individuals with a proven track record in sales or those with a strong drive to succeed in the insurance industry. Whether you are an experienced professional or new to the field, a provide the tools and support necessary to help you thrive. You will work on a diverse range of accounts, from small to large, and have the opportunity to build and manage your own book of business.

Compensation Package

• Base Salary + Commission:
  • Inexperienced Candidates: Starting base salary of $40,000 with commission. Base decreases over four years, transitioning to a commission-only structure
  • Experienced Candidates: Higher base salary or draw with commission, depending on qualifications and performance.
• Benefits: Comprehensive benefits package
• Equipment: Laptop and phone application provided for remote employees.

Responsibilities

• Develop and maintain a book of business, working with a variety of commercial lines accounts (small to large).
• Actively prospect, sell, and service new and renewal business.
• Collaborate with the marketing team to place business and secure competitive quotes.
• Build and maintain strong relationships with clients, providing exceptional service and support.
• Attend local or regional client meetings, with occasional opportunities for additional travel.

Qualifications/Requirements

• Experience:
  • Proven track record in sales, ideally generating $100,000 or more in annual revenue.
  • Open to candidates new to the industry with a strong sales aptitude and willingness to obtain necessary licensing.
• Licensing: Property & Casualty (P&C) license required. Assistance with licensing available for new candidates.
• Skills:
  • Tech-savvy with the ability to adapt to various software platforms.
  • Strong communication, negotiation, and relationship-building skills.
  • Self-motivated, goal-oriented, and hungry for success.
• Soft Skills:
  • Entrepreneurial mindset with a history of finding creative ways to sell (e.g., entrepreneurial ventures like a lemonade stand as a child).
  • Resilient, adaptable, and driven to exceed expectations.

#LI-CS1

Commercial Lines Producer

Job Summary

Seeking a motivated and experienced Commercial Lines Producer to join a dynamic team. The ideal candidate will have a proven track record in commercial lines insurance placement, strong marketing experience, and a hunger for success. If you are a licensed professional with a passion for delivering exceptional service and driving growth, we encourage you to apply.

Compensation Package

• Salary: $60,000 - $70,000+ (depending on experience)
• Benefits: Comprehensive benefits package

Responsibilities

• Quote and place new and renewal commercial lines insurance business.
• Collaborate with the marketing team to secure competitive quotes and ensure successful placement of accounts.
• Support producers by managing the marketing and placement process for various accounts.
• Handle a diverse portfolio of accounts, ranging from small to large, across multiple industries.
• Utilize technology effectively to streamline workflows and enhance client service.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience: Prior experience in commercial lines insurance placement is essential.
• Technical Skills: Tech-savvy with the ability to quickly adapt to new software and tools.
• Soft Skills:
  • Strong sales acumen and a demonstrated ability to identify and seize opportunities.
  • Self-motivated and driven to achieve results.
  • Excellent communication and interpersonal skills.
  • Ability to work independently in a remote environment while maintaining a high level of productivity.
  • Creative problem-solving skills and a proactive approach to challenges.

#LI-CS1

Commercial Lines Account Manager (Trucking/Transportation)

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager specializing in trucking and transportation accounts. This role involves servicing and marketing a diverse book of business, with a focus on providing exceptional client support and managing accounts ranging from $1,000 to $300,000 in size.

Compensation Package

• Salary Range: $60,000 - $82,000 annually
• Benefits: Comprehensive benefits package available

Responsibilities

• Manage a book of business generating $250,000 in revenue, consisting of trucking and transportation accounts.
• Service and market accounts, including quoting new and renewal business.
• Build and maintain strong client relationships by providing exceptional customer service.
• Collaborate with internal teams to ensure seamless account management.
• Utilize AMS360 software for account management and documentation.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years in a similar role, with a focus on trucking/transportation accounts.
• Technical Skills: Proficiency in AMS360 software is mandatory.
• Soft Skills: Self-driven, outgoing, trustworthy, and capable of working independently.
• Work Environment: Hybrid for the first 90 days, transitioning to remote work based on performance.

#LI-CD3

Large Group Account Executive

Job Summary

Seeking a highly motivated and experienced Large Group Account Executive to join a dynamic team. This role is pivotal in managing a portfolio of 15-20 clients, focusing on accounts with 100+ employees. The ideal candidate will have a strong background in self-funding, level funding, and fully insured plans, with the ability to independently manage client relationships and deliver exceptional service.

Compensation Package

• Salary Range: $100,000 - $125,000 annually
• Additional Benefits: Comprehensive benefits package, including health insurance and professional development opportunities

Responsibilities

• Independently manage a book of business consisting of 15-20 clients, ensuring high levels of client satisfaction and retention.
• Handle renewal projections, escalated claims issues, and marketing as needed.
• Serve as a project manager for client accounts, overseeing onboarding of new business and ensuring seamless transitions.
• Conduct in-person or virtual client meetings quarterly or as needed.
• Collaborate with internal teams to round out accounts with additional lines of coverage.
• Utilize proprietary systems and Microsoft Office Suite for account management and reporting.

Qualifications/Requirements

• Licenses/Designations: Active Life & Health (L&H) license required; additional designations are a plus.
• Experience: 3-5 years in a broker or carrier Account Manager (AM) or Account Executive (AE) role, with a focus on medical insurance (not just ancillary).
• Technical Skills: Proficiency in Microsoft Office Suite and familiarity with proprietary systems.
• Soft Skills:
  • Strong organizational and project management abilities.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and take initiative.
  • Problem-solving mindset with a focus on client satisfaction.
  • Adaptability and willingness to learn.
• Travel: Must be willing to travel to client meetings within driving distance of Seattle, at least quarterly.

#LI-KH1

Senior Commercial Insurance Account Manager

Job Summary

The position of Senior Commercial Insurance Account Manager involves providing exceptional client service, managing a diverse portfolio of commercial insurance accounts, and fostering strong client relationships. This role also includes mentoring junior staff and collaborating with cross-functional teams to ensure customer satisfaction and account success.

Responsibilities

• Manage a portfolio of complex commercial insurance accounts, ensuring clients’ needs are met with a high level of service and professionalism.
• Act as the primary point of contact for inquiries, policy renewals, and mid-term policy adjustments.
• Analyze clients’ insurance requirements and recommend coverage solutions tailored to their business needs.
• Prepare and present proposals, coverage options, and endorsements to new and existing clients.
• Collaborate with underwriters and carriers to negotiate pricing, terms, and conditions favorable to the client.
• Maintain accurate records of accounts, renewals, claims, and communications using the agency management system.
• Stay current on market trends, regulatory changes, and emerging risks relevant to clients' industries.
• Respond to client issues or concerns promptly, striving for rapid resolution and long-term satisfaction.
• Train and mentor account management staff, fostering professional growth and skill development.
• Contribute to the team’s success by participating in projects aimed at process improvement and operational efficiency.

Qualifications/Requirements

• Bachelor’s degree in Business, Finance, Insurance, or a related field is preferred.
• Minimum of 5–7 years of experience in commercial insurance account management or a similar role.
• Professional designations such as CPCU, CIC, or ARM are a plus.
• Strong knowledge of various lines of commercial insurance (e.g., property, liability, umbrella, workers' compensation).
• Excellent organizational and time-management skills, with the ability to manage multiple accounts and meet deadlines.
• Outstanding communication and interpersonal skills to build and maintain client relationships.
• Proficiency in Microsoft Office Suite and familiarity with industry-standard agency management systems (e.g., Applied Epic, AMS360).
• Analytical mindset with a focus on problem-solving and attention to detail.
• Ability to handle confidential information with integrity and discretion.
• Self-motivated with a proactive approach to workflow management.

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-CD3

Senior Commercial Insurance Account Manager

Job Summary

Seeking an experienced Senior Commercial Insurance Account Manager to maintain and grow a portfolio of commercial insurance accounts. The role involves collaborating with clients, carriers, and internal teams to deliver tailored insurance solutions that address complex business needs. This position is ideal for those who excel in a fast-paced environment and are dedicated to fostering client success.

Responsibilities

• Act as the primary contact for a portfolio of commercial insurance accounts, ensuring client requirements are met with precision.
• Build and maintain strong relationships with clients to deeply understand their businesses, goals, and risk exposures.
• Negotiate terms, coverage, and pricing with insurance carriers to align with client objectives.
• Provide expert guidance on insurance policies, renewals, claims processes, and risk management strategies.
• Process policy changes, endorsements, and updates accurately and promptly.
• Conduct account reviews to assess coverage adequacy and identify opportunities for additional solutions.
• Oversee a seamless renewal process, including proposal preparation and documentation for client review.
• Monitor market trends, carrier products, and emerging risks to inform clients about new solutions proactively.
• Assist with training and mentoring junior team members by sharing insights and best practices.
• Ensure compliance with all applicable insurance laws, regulations, and industry standards.

Qualifications/Requirements

• Minimum of 5-7 years of experience in commercial insurance account management or a related field.
• Knowledge of various commercial insurance products, including property, liability, and workers' compensation coverage.
• Valid insurance license(s) as required by state regulations (e.g., P&C license).
• Strong client-facing skills with the ability to build trust and rapport.
• Proven negotiation, problem-solving, and decision-making abilities.
• High attention to detail and strong organizational skills for managing multiple accounts and deadlines.
• Excellent verbal and written communication skills for conveying complex concepts effectively.
• Proficiency in insurance management systems and tools (e.g., AMS360, EPIC).
• Bachelor’s degree in business, finance, insurance, or a related field (preferred but not required).

Benefits

• Competitive compensation and benefits package.
• Opportunities for professional development and career growth.
• Supportive and collaborative work environment.
• Flexible resources to enable personal and professional success.

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-CD3