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-BH1

Commercial Insurance Marketing Specialist/Supervisor
 
Job Duties

• Prepare new submission prep documents.
• Market and quote new and renewal business.
• Prepare Certificates of Insurance and Evidences of Property.
• Maintain and update Agency Management System.
• Working closely with Production Team, Underwriters, and Insureds, for the placement of new and renewal business.

Qualifications

• P&C license required.
• Prior experience with insurance marketing on the independent agency level.
• Needs to have a Type A personality, works well under pressure, & meets established timeliness.

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Senior Workers’ Compensation Claims Adjuster

Job Summary

Seeking a highly skilled Senior Workers’ Compensation Claims Adjuster to join a team. This role involves managing workers’ compensation lost time claims, including litigated files, with a focus on jurisdictions such as Arizona, Utah, Texas, and Colorado. The ideal candidate will bring expertise in claims handling, strong customer service skills, and the ability to work collaboratively with internal and external stakeholders. This position offers the flexibility of a hybrid work schedule (onsite Tuesdays and Wednesdays) if located near one of our office locations, or the option to work 100% remotely.

Compensation Package

• Salary Range: $85,000 - $95,000 (with potential flexibility for highly qualified candidates)
• Employment Type: Full-time, Direct Hire
• Work Schedule: Hybrid (onsite Tuesdays and Wednesdays) or fully remote, depending on location

Responsibilities

• Investigate and analyze workers’ compensation claims of medium complexity/severity, including litigated files.
• Collaborate with agents, policyholders, and internal stakeholders to ensure effective claims management.
• Review and interpret commercial insurance policies to determine coverage and communicate findings.
• Develop action plans to resolve claims proactively, evaluate damages, and negotiate settlements.
• Establish and maintain accurate reserves to reflect financial exposure.
• Engage and manage external resources as needed to achieve proper claim resolutions while controlling costs.
• Work closely with legal counsel to manage litigated claims.
• Prepare and execute form filings with relevant commissions.
• Provide exceptional customer service to all stakeholders.

Qualifications/Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• Minimum of 3 years of experience handling workers’ compensation indemnity claims of medium complexity/severity.
• Active Arizona adjuster certification/licensure required; experience with Utah claims handling is a plus.
• Strong knowledge of Arizona workers’ compensation claims processes and regulations.
• Experience with litigated and non-litigated claims handling.
• Proficiency in Microsoft Office Suite and familiarity with Claims Center software is preferred.
• AIC or SLA certification is a plus.
• Demonstrated ability to build positive relationships with internal and external customers.
• Strong analytical skills, attention to detail, and excellent verbal and written communication skills.

#LI-BC1

Senior Claims Specialist

Job Summary

Seeking a highly skilled and experienced Senior Claims Specialist to join a team. This role is pivotal in managing complex, high-exposure liability claims with a focus on delivering exceptional service while maintaining cost efficiency. The ideal candidate will be a subject matter expert in claims handling, with a proven track record of managing litigated claims, resolving coverage issues, and negotiating settlements.

Compensation Package

Offer a competitive compensation plan and a robust benefits package, including:

• Base Salary Range: $77,000 - $144,000
• Annual Discretionary Bonus: Eligible to participate
• Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off and Profit-Sharing plans

The actual salary will be determined based on factors such as role complexity, location, candidate qualifications, and experience.

Responsibilities

As a Senior Claims Specialist, your key responsibilities will include:

• Managing litigated and complex claims through coverage analysis, investigation, damage evaluation, reserving, and resolution.
• Developing and maintaining positive relationships with panel counsel to ensure cost-efficient litigation strategies and early case resolution.
• Preparing and presenting large loss reports.
• Establishing timely and accurate claim and expense reserves.
• Negotiating and finalizing claim settlements within authority limits.
• Attending mediations and trials as required.
• Drafting complex correspondence, including denial letters and Reservation of Rights.
• Maintaining an effective diary system and documenting claim file activities in compliance with established procedures.
• Ensuring timely resolution of cases and compliance with state regulations.
• Providing excellent customer service to insureds, agents, and other stakeholders.
• Performing administrative functions such as document preparation, expense reporting, and other duties as assigned.

Qualifications/Requirements

To be successful in this role, you should meet the following qualifications:

• Experience: Minimum of 10 years of insurance carrier experience handling significant litigation claims with exposures of $500,000 or more.
• Skills:
  • Proven ability to identify and address coverage issues, conduct thorough investigations, set timely reserves, and develop detailed action plans.
  • Strong interpersonal, communication, and collaboration skills.
  • Excellent negotiation, time management, and organizational abilities.
  • Knowledge of tort and contract law.
  • Effective presentation skills.
  • Proficiency in legal billing software, claims systems, and standard office software applications.
• Licensing: Adjusters’ licenses for AL, GA, MS, NC, SC, and TN, or the ability to obtain them within 90 days of hire.
• Education: BA/BS degree preferred or equivalent work experience.
• Other: Self-directed with the ability to work independently under limited supervision.

#LI-RG1

Senior Claims Specialist

Job Summary

Seeking a highly skilled and experienced Senior Claims Specialist to join a team. This role is responsible for the comprehensive handling, investigation, evaluation, negotiation, and resolution of commercial general liability claims. The position involves managing claims ranging from fast-track to litigated matters, including those with coverage issues, minor to severe injuries, property damage, and contractual liability exposures. The ideal candidate will deliver exceptional customer service while ensuring timely resolution and effective expense management.

Compensation Package

• Base Salary Range: $65,000 - $120,000
• Annual Bonus: Eligible to participate in an annual discretionary bonus program.
• Benefits: Comprehensive package including Health, Dental, Vision, Life, Disability, Wellness programs, Paid Time Off and Profit-Sharing plans.

The actual salary will be determined based on factors such as the role's scope, complexity, location, and the candidate's skills, education, training, credentials, and experience.

Responsibilities

• Conduct thorough reviews of new losses and manage claims through coverage analysis, investigation, damages evaluation, reserving, and resolution of non-litigated casualty claims.
• Handle bodily injury claims, auto material damage claims, and total loss claims, including vehicle appraisal procedures, diminished value assessments, vendor networks, subrogation demands, salvage procedures, and heavy equipment appraisals.
• Establish timely and accurate claim and expense reserves.
• Negotiate and finalize claim settlements within authority limits.
• Participate in regional round table meetings as required.
• Draft complex correspondence, including Reservation of Rights and Coverage Denial letters.
• Maintain an effective diary system and document claim file activities in accordance with established procedures.
• Manage file inventory to ensure timely resolution of cases.
• Ensure compliance with state regulations in claim handling.
• Provide excellent customer service to insured parties, agents, and other internal and external stakeholders.
• Perform additional duties as assigned.

Qualifications/Requirements

• Minimum of 5 years of casualty claim experience preferred.
• Strong interpersonal, communication, organizational, and presentation skills.
• Proficiency in Microsoft Office products and general computer skills.
• Knowledge of tort and contract law, with experience in auditing and reviewing casualty claim files.
• Independent adjusters' licenses for the states of Alabama, Georgia, Mississippi, North Carolina, South Carolina, and Tennessee, or the ability to obtain licenses within 90 days of hire.
• Education: BA/BS degree preferred or equivalent work experience.

#LI-RG1

Commercial Lines Account Manager (CL AM)

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager (CL AM) to join a team. This role involves managing a $2.4 million book of business, consisting of approximately 240 accounts across industries such as contractors, construction, transportation, restaurants, and habitational. The ideal candidate will thrive in a customer-focused, laid-back environment that values work-life balance, family, and teamwork. This is an in-office position with flexibility for hybrid work arrangements after the training period.

Compensation Package

• Salary Range: $60,000 - $75,000 annually (up to $80,000 for exceptional candidates)
• Bonuses: Annual performance-based bonuses
• Health Benefits: 50% of employee premium covered, effective the 1st of the month after 30 days
• PTO: Unlimited time off policy, subject to prior approval and responsible usage
• Work Schedule: Flexible hours (e.g., 7-4, 8-5, 9-6); Summer Fridays with half-day or remote options

Responsibilities

• Manage the book of business from A-Z, including new and renewal business
• Collaborate with producers to bind accounts with carriers
• Issue certificates, process policy changes, and upload information into EPIC
• Handle renewal updates and remarket renewals as needed
• Build and maintain strong relationships with clients and carriers
• Ensure timely and accurate documentation of all account activities

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required; CISR or CIC designation is a strong plus
• Experience: Minimum of 2+ years in a similar role
• Software Proficiency: Experience with EPIC is required
• Soft Skills: Team player, strong relationship-building abilities, and excellent organizational skills
• Work Environment: Must be able to work in-office during the training period, with potential for hybrid arrangements thereafter

#LI-DD4

Commercial Lines Account Executive

Job Summary

Seeking an experienced and driven Commercial Lines Account Executive to join a team. This role is ideal for a professional with a background in Middle Market accounts who is looking to bring their expertise to a dynamic and growing organization. The successful candidate will play a key role in managing and servicing a portfolio of commercial clients, ensuring their insurance needs are met with the highest level of professionalism and care.

Compensation Package

• Salary Range: $90,000 - $110,000 annually
• Maximum Salary: Up to $125,000 annually for highly qualified candidates
• Comprehensive benefits package, including health insurance and paid time off
• Opportunities for professional development and career advancement

Responsibilities

• Manage and service a portfolio of Middle Market commercial accounts, ensuring client satisfaction and retention.
• Develop and maintain strong relationships with clients, carriers, and internal teams.
• Provide expert advice and tailored insurance solutions to meet the unique needs of each client.
• Handle policy renewals, endorsements, and claims management with accuracy and efficiency.
• Stay informed about industry trends, market conditions, and regulatory changes to provide clients with up-to-date information.
• Collaborate with sales and underwriting teams to identify opportunities for growth and cross-selling.

Qualifications/Requirements

• Proven experience in Commercial Lines insurance, with exposure to Middle Market accounts.
• Strong knowledge of insurance products, policies, and regulations.
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
• Detail-oriented with strong organizational and time-management abilities.
• Proficiency in insurance management systems and Microsoft Office Suite.
• Relevant insurance licenses or certifications are preferred.

#LI-NC1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join an established insurance agency with a long-standing history of success in the industry. This role is responsible for managing a portfolio of personal lines accounts while delivering exceptional service and fostering strong client relationships. The organization offers a supportive, growth-oriented environment with a focus on long-term stability and professional development.

Compensation Package

• Salary Range: $50,000 - $75,000 (commensurate with experience)
• Benefits: Comprehensive health benefits
• Remote Work: Hybrid 1 day in office every 7-8 days after a 90-day probationary period
• Other Perks: Modern office environment with ergonomic workstations

Responsibilities

• Provide full-service account management for personal lines clients, including quoting, binding, and servicing policies.
• Manage an alpha-split book of standard personal lines accounts, including home, auto, umbrella, and other policies, with premiums up to $15,000 (average account size: $4,000).
• Handle new business and renewal quoting, ensuring accuracy and timeliness.
• Build and maintain strong relationships with clients, carriers, and internal team members.
• Identify opportunities for account rounding and cross-selling to meet client needs.
• Utilize AMS360 software to manage accounts and maintain accurate records.

Qualifications/Requirements

• Experience: Minimum of 2 years of experience in an independent insurance agency (open to candidates with captive agency experience).
• Licensure: Property & Casualty (P&C) license preferred; must obtain within 90 days of hire if not already licensed.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Client Service Skills: Strong interpersonal and communication skills, with a client-focused approach.
• Organizational Skills: Ability to manage multiple accounts and prioritize tasks effectively.
• Work Ethic: Self-motivated, detail-oriented, and committed to delivering high-quality service.

#LI-BH1

Business Development Specialist (Private Equity) **LIMITED REMOTE, DO NOT APPLY IF YOU DON'T RESIDE ON THE EAST COAST of the U.S.**

Risk Management Firm seeking candidate with dual insurance/private equity experience, to develop new business.

Must be willing to travel as needed.

Qualifications:

• Risk Management experience required
• P&C license and/or L&H license required
• P&C sales experience and/or L&H sales experience required

Compensation Package:

• Competitive Base Salary
• Commission/Bonus Incentives
• Health Benefits Package
• 401k Program
• Fully Remote Work Format

#LI-BJ1

Personal Insurance Account Manager

Job Summary

Seeking a dedicated and experienced Personal Insurance Account Manager to manage and service an established book of personal insurance business, including standard and high-net-worth accounts. This role involves overseeing new and renewal business, maintaining strong client relationships, and ensuring exceptional service, retention, and account growth.

The ideal candidate will have a strong background in personal lines insurance, excellent organizational and communication skills, and the ability to manage a high-volume workload efficiently. This position offers a collaborative work environment with hybrid flexibility following an initial training period.

Responsibilities

• Manage an established book of personal insurance business, ensuring high levels of client satisfaction and retention.

• Handle new and renewal account activities, including gathering underwriting information, completing applications, and maintaining accurate account records.

• Review insurance quotes for accuracy, ensure compliance with agency standards, and prepare coverage proposals for clients.

• Coordinate policy binding, establish payment plans, and issue binders, identification cards, and other policy documents as needed.

• Process policy changes, endorsements, and coverage updates through carrier platforms.

• Assist clients with claims reporting, processing, and follow-up to ensure timely resolution.

• Process agency-billed policy invoices and refunds accurately and efficiently.

• Maintain accurate client records, policy information, and account documentation using Applied EPIC.

• Issue Certificates of Insurance and other required documentation upon request.

• Identify opportunities for account growth, cross-selling, and improved coverage solutions.

• Adhere to established service procedures, performance standards, and regulatory requirements.

• Collaborate with internal teams and carrier representatives to provide efficient and effective client service.

Qualifications/Requirements

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

• Minimum of 2 years of experience in Personal Lines account management or client servicing.

• Strong understanding of personal insurance products, underwriting processes, and policy administration.

• Experience with insurance marketing, quoting, and renewal processes.

• Familiarity with Applied EPIC or similar agency management software.

• Proficiency in Microsoft Office, including intermediate Excel skills.

• Excellent communication, organizational, and customer service skills.

• Strong problem-solving abilities with the capacity to resolve complex client issues effectively.

• Ability to manage multiple priorities while maintaining accuracy and attention to detail.

• Adaptable, proactive, and committed to continuous professional development.

• Ability to work independently and collaboratively within a team environment.

• Willingness to travel occasionally as needed.

Compensation Package

• Base Salary: $65,000 – $75,000 annually.

• Benefits: Comprehensive benefits package.

• Retirement: 401(k) plan.

• Work Arrangement: Hybrid flexibility available following an initial onsite training period.

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-DR1