Position Overview

We are seeking an experienced Complex Aviation Claims Specialist to join a growing Claims organization. This individual will be responsible for investigating, evaluating, negotiating, and resolving complex aviation liability and property claims. The ideal candidate will possess a strong technical claims background, excellent coverage analysis skills, and experience managing high-exposure and litigated aviation losses.

This is an excellent opportunity for a claims professional who thrives in a collaborative environment and has the ability to independently manage a complex caseload while delivering exceptional service to insureds, brokers, attorneys, and other business partners.

Compensation:

• $120,000 - $170,000/year (based on experience) + bonus opportunities
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a portfolio of complex aviation claims from initial notice of loss through resolution.
• Investigate and evaluate aviation-related liability and property claims, including high-severity and catastrophic losses.
• Analyze insurance policies, coverage forms, endorsements, exclusions, and applicable regulations to determine coverage.
• Establish appropriate reserves and continuously evaluate exposure throughout the life of each claim.
• Coordinate and manage relationships with insureds, brokers, attorneys, adjusters, aviation experts, and other vendors.
• Direct defense counsel and actively manage litigated claims and related legal expenses.
• Evaluate liability, damages, and potential recovery opportunities.
• Negotiate settlements within assigned authority levels and recommend settlement strategies for larger or more complex matters.
• Prepare clear and comprehensive claim file documentation and communicate significant developments to management and stakeholders.
• Participate in mediations, settlement conferences, and other claim resolution activities as needed.
• Identify potential coverage, underwriting, reserving, and risk management trends based on claim activity.
• Ensure claims are handled in accordance with company guidelines, regulatory requirements, and best practices.

Requirements

• Bachelor's degree preferred or equivalent combination of education and relevant claims experience.
• 5+ years of commercial casualty, specialty, or aviation claims experience, with a strong preference for direct aviation claims experience.
• Demonstrated experience handling complex, high-exposure, and litigated claims.
• Strong knowledge of aviation liability and/or aviation property insurance coverage.
• Experience analyzing complex policy language and coverage issues.
• Proven ability to manage defense counsel, outside experts, and other third-party vendors.
• Strong negotiation, analytical, investigation, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to effectively manage multiple complex claims while maintaining strong attention to detail.
• Professional claims designations such as AIC, CPCU, ARM, or SCLA are a plus.

#LI-MW1

Underwriter - Contract Surety

Job Summary

Seeking a highly skilled and motivated Underwriter specializing in Contract Surety to join a team. This role offers the opportunity to manage a book of business within a designated territory, develop strategic marketing plans, and contribute to the growth of the organization.

Compensation Package

• Competitive salary ranging from $85,000 to $125,000 annually + bonus opportunities
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage profit and loss for a book of business within the assigned territory.
• Develop and execute marketing plans to attract new business by targeting key brokers, arranging meetings, and attending industry events.
• Perform underwriting functions, including financial analysis, account analysis, and industry analysis, while adhering to underwriting guidelines and authority limits.
• Serve as a resource on underwriting and territory-related issues for team members across the country.
• Travel as needed to meet with agents, contractors, and attend surety-related events within the assigned territory.
• Lead special projects and perform additional duties as required.

Qualifications/Requirements

• Bachelor’s degree in insurance, finance, risk management, business, or a related field.
• A minimum of 4 years of experience in Contract Surety underwriting.
• Strong analytical skills with the ability to apply strategic perspectives to underwriting processes.
• Excellent verbal and written communication skills.
• Proven ability to work independently and meet objectives.
• Experience in presenting findings and recommendations to management.

#LI-BR1

Regulatory Compliance Officer & Claims Manager

Our client is seeking an experienced Regulatory Compliance Officer & Claims Manager to support the regulatory compliance, corporate governance, and claims administration functions for their captive insurance operations.

This is a hands-on role within a small, specialized captive insurance environment. The individual will be responsible for ensuring the captive insurance companies remain compliant with applicable laws and regulations while also overseeing the day-to-day administration and coordination of claims.

The ideal candidate is an experienced insurance professional who is comfortable wearing multiple hats, managing competing priorities, and working directly with clients, regulators, actuaries, accountants, attorneys, and internal stakeholders. Strong judgment, attention to detail, communication skills, and the ability to independently manage deadlines are essential. Success in this role means ensuring the captive insurance companies remain well-governed, compliant, organized, and responsive, while providing consistent and effective administration of claims. The successful candidate will become a trusted resource for clients and professional partners and will be comfortable taking ownership of both regulatory and operational responsibilities in a collaborative, entrepreneurial environment.

Key Responsibilities

Regulatory Compliance & Corporate Governance

• Oversee regulatory compliance activities for the captive insurance companies and ensure adherence to applicable laws, regulations, policies, and ethical standards.
• Manage regulatory submissions and filings related to:
  • New corporate entity formations
  • New insurance company licensing
  • Corporate dissolutions
  • Shareholder changes and management
  • Other required regulatory and corporate filings
• Coordinate Board of Directors and shareholder meeting requirements, including preparation and maintenance of meeting documentation and minutes.
• Prepare and maintain corporate governance documentation, including Codes of Ethics and Conduct.
• Review and update contracts, feasibility studies, insurance policies, and other key documents on an annual basis.
• Prepare and issue insurance policies and reinsurance contracts.
• Develop, maintain, and improve compliance policies, procedures, and internal controls.
• Monitor changes in insurance regulations and regulatory requirements and evaluate their potential impact on the captive companies.
• Identify and investigate compliance issues and coordinate appropriate corrective actions and remediation.
• Maintain accurate and organized regulatory and corporate records.
• Serve as a key point of contact with regulators, actuaries, accountants, attorneys, clients, and other professional advisors.
• Develop strong working relationships with clients and internal and external stakeholders.
• Support regulatory examinations, audits, and other compliance-related reviews.
• Attend and participate in captive insurance conferences and other relevant industry events.

Claims Administration

• Manage the day-to-day administration of claims for the captive insurance companies.
• Receive, document, and track claims from initial notice through resolution.
• Review claims for completeness and accuracy and identify potential coverage or documentation issues.
• Coordinate the collection of supporting documentation, statements, reports, and other claim information.
• Work closely with policyholders, claims adjusters, attorneys, vendors, and other involved parties throughout the claims process.
• Coordinate investigations and follow up on outstanding information required to move claims forward.
• Monitor claim status, deadlines, and required actions to ensure timely and accurate handling.
• Maintain complete, accurate, and well-organized claim files and documentation.
• Assist with claim evaluations, reserve updates, settlements, and payment processing as appropriate.
• Escalate complex, disputed, or potentially significant claims to the appropriate internal or external resources.
• Prepare claims reports, summaries, and updates for management and other stakeholders.
• Support claims-related audits, reporting requirements, and process improvements.
• Ensure claims are administered consistently with policy terms, regulatory requirements, and established procedures.

Qualifications & Skills

• Bachelor’s degree in insurance, business, finance, law, risk management, or a related field preferred.
• 7+ years of experience in insurance, captive management, regulatory compliance, claims, risk management, legal, audit, or a related field.
• Captive insurance experience is strongly preferred.
• Working knowledge of insurance regulations, regulatory requirements, corporate governance, and compliance practices.
• Experience with insurance policies, reinsurance agreements, regulatory filings, or insurance operations.
• Experience with claims administration or claims coordination within an insurance environment.
• Strong understanding of insurance terminology and the insurance lifecycle.
• Excellent organizational and time-management skills with exceptional attention to detail.
• Strong written and verbal communication skills.
• Ability to work independently and take ownership of responsibilities in a small-team environment.
• Ability to manage multiple priorities, deadlines, and stakeholders simultaneously.
• Strong problem-solving and decision-making skills.
• Ability to build and maintain productive relationships with clients, regulators, actuaries, accountants, attorneys, and other professional partners.
• Proficiency with Microsoft Office and the ability to learn and utilize industry-specific systems and software.
• Professional designation or certification in insurance, compliance, risk management, or a related field is a plus.

Compensation: $150,000 – $180,000 base +  bonus 

#LI-ET1

Self-Funded Employee Benefits Account Executive

Job Summary

Seeking a highly skilled and detail-oriented Self-Funded Employee Benefits Account Executive to join a team. This role is pivotal in managing the full lifecycle of a self-funded book of business, serving as the primary point of contact for clients, and ensuring exceptional service delivery. The ideal candidate will have a strong background in self-funded employee benefits, a proven ability to manage complex accounts, and a passion for delivering tailored solutions to meet client needs.

Compensation Package

• Salary: Competitive, commensurate with experience.
• Bonus/Commission: Percentage of commission on the managed book of business.

Responsibilities

• Serve as the primary contact for a book of approximately 10 accounts, with an average size of 500 lives (ranging from 100 to 3,000 lives).
• Lead the lifecycle management of self-funded accounts, including renewals and service delivery.
• Conduct approximately five client meetings per year as part of the standard service model.
• Manage stop-loss, pharmacy benefits, captives, and point solutions for clients.
• Act as the "quarterback" of the account, coordinating with internal teams and external carriers to ensure seamless service.
• Utilize agency management systems, including Zywave and proprietary tools, to manage client accounts effectively.
• Collaborate with top carriers such as Blue Cross Blue Shield (various regions), United Healthcare, Cigna, and Highmark.
• Potentially travel for client presentations as needed.

Qualifications/Requirements

• Licenses/Designations: Active Life & Health (L&H) license and expertise in self-funded benefits.
• Experience: Proven track record in managing self-funded employee benefits accounts, including stop-loss and pharmacy benefits.
• Technical Skills: Proficiency in agency management systems (e.g., Zywave) and familiarity with industry-leading carriers.
• Soft Skills: Strong communication, presentation, and organizational skills. Ability to lead and coordinate across teams.

#LI-DD3

Commercial Auto Claims Examiner - Bodily Injury

Job Summary

Seeking a highly skilled and motivated Commercial Auto Claims Examiner - Bodily Injury to join a team. The ideal candidate will have extensive experience in handling commercial auto claims, including bodily injury and litigated claims, and will be adept at managing claims from start to finish.

Compensation Package

• Salary Range: $75,000 - $95,000 per year
• Comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities.

Responsibilities

As a Commercial Auto Claims Examiner, your primary responsibilities will include:

• Investigating and resolving first and third-party commercial auto claims, including bodily injury (BI) and uninsured/underinsured motorist bodily injury (UMBI/UIMBI) claims.
• Handling claims involving attorney representation, both non-litigated and litigated.
• Managing a caseload of approximately 150 features (100 claims) from across the United States.
• Conducting thorough investigations, including obtaining and reviewing estimates, evidence, reports, and medical records.
• Evaluating injury demands and negotiating settlements.
• Handling various types of claims, including total loss, fire, theft, glass, and cargo claims.
• Establishing damages and reserves, processing payments, and maintaining claim files in accordance with best practices.
• Taking recorded statements from insureds, claimants, and witnesses.
• Obtaining and maintaining all required state adjuster licenses.

Qualifications/Requirements

To be considered for this role, candidates must meet the following qualifications:

• Education: Bachelor’s degree required (J.D. preferred).
• Experience:
  • Minimum of 3 years of experience handling commercial auto claims.
  • At least 1 year of experience handling bodily injury and litigated claims.
  • Proven experience managing claims involving attorney representation.
  • Familiarity with first-party and third-party claims.
• Licensing:
  • Must possess a home state adjuster license.
  • Ability to obtain Texas and Florida adjuster licenses (costs covered by the company).
• Skills:
  • Strong written and verbal communication skills with attention to detail.
  • Proficiency in investigating coverage and drafting coverage letters.
  • Experience presenting files in roundtable discussions.
  • Excellent organizational, time management, and multitasking abilities.
  • Self-motivated and capable of working independently with minimal supervision.

#LI-BC1

Commercial Lines Account Manager/Account Executive

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager or Account Executive to join a team. This role is a true service-oriented position, responsible for managing a diverse portfolio of accounts, including construction, manufacturing, and real estate clients. The ideal candidate will have a strong background in commercial insurance, a proactive approach to client service, and the ability to work independently in a collaborative and supportive environment.

Compensation Package

• Salary Range:
  • Account Manager: $70,000 - $80,000 annually, plus quarterly retention bonuses and yearly bonuses on new business (total compensation potential: $90,000 - $100,000).
  • Account Executive: $90,000 - $100,000 annually, plus bonuses.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a portfolio of commercial accounts, ranging from $1.5 million in revenue to middle-market clients.
• Provide end-to-end service, including quoting new and renewal business, cross-selling, and ensuring client satisfaction.
• Collaborate with producers and team members to deliver exceptional service.
• Utilize AMS 360 software to manage accounts and streamline processes.
• Participate in quarterly team events to foster a collaborative and supportive work environment.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: 3-5 years of experience in commercial insurance, with a focus on generalist accounts.
• Technical Skills: Proficiency or working knowledge of AMS 360 software is preferred.
• Soft Skills:
  • Team-oriented mindset.
  • Humble and approachable demeanor.
  • Strong work ethic and ambition.
  • Ability to work independently without micromanagement.
• Education: Relevant educational background or equivalent work experience.

#LI-TS1

Commercial Lines CSR

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a team. This position has opened due to departmental restructuring and offers an exciting opportunity to work with contractors and small to middle-market accounts. The ideal candidate will support Account Managers by handling service-related tasks, assisting with renewals, and learning to market simple accounts. This role is essential in ensuring the smooth operation of the commercial lines department.

Compensation Package

• Salary Range: $50,000 - $68,000 annually, based on experience.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Process certificates, endorsements, and policy changes.
• Assist with renewals and obtain quotes for clients.
• Provide basic service-related support to clients.
• Support 3-4 Account Managers on the owner’s book of business, which includes accounts ranging from $5,000 to $500,000.
• Learn and assist in marketing simple accounts.
• Utilize AMS360 software for daily tasks and account management.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 3+ years of experience in a similar role.
• Technical Skills: Proficiency in AMS360 software is a must.
• Soft Skills:
  • Strong attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to multitask and prioritize effectively.
  • Team-oriented mindset with a proactive approach.
  • Strong problem-solving skills.

#LI-CD3

Commercial Auto Claims Examiner 

Job Summary

Seeking a highly skilled and motivated Commercial Auto Claims Examiner to join a team. This is a fully remote position, offering the opportunity to work from the comfort of your home while contributing to a dynamic and collaborative organization. The ideal candidate will have a strong background in handling commercial auto claims, particularly property damage (PD) and limited low-level bodily injury (BI) claims. If you are detail-oriented, possess excellent communication skills, and have a passion for delivering exceptional customer service, we encourage you to apply.

Compensation Package

• Salary Range: $75,000 - $90,000 per year (based on experience and qualifications)
• Comprehensive benefits package, including:
  • Enhanced dental plan with orthodontia coverage
  • Service Recognition Program with monetary awards for vacations every 5 years
  • Wellness initiatives, including fitness center and Weight Watchers reimbursement
  • Voluntary benefits (accident, critical illness, and hospital indemnity)
  • Employee discount and rewards program for travel, tickets, electronics, and more

Responsibilities

• Investigate and resolve first and third-party commercial auto claims, including property damage and limited low-level bodily injury.
• Handle claims involving total loss, fire, theft, glass, and cargo.
• Evaluate injury demands and manage both represented and non-represented claims.
• Obtain and review estimates, evidence, reports, and medical records.
• Establish damages and reserves, process payments, and maintain claim files in accordance with best practices.
• Take recorded statements from insureds, claimants, and witnesses.
• Investigate coverage issues and draft coverage letters.
• Present files in roundtable discussions.
• Obtain and maintain all required state adjuster licenses.

Qualifications/Requirements

• Bachelor’s degree or higher (required).
• Active adjuster license (required).
• Minimum of 3 years of experience handling commercial auto claims.
• Experience with property damage claims, including total loss and cargo claims.
• Familiarity with salvage platforms and vehicle damage appraisal (preferred).
• Strong written and verbal communication skills with exceptional attention to detail.
• Proficiency in organizational and computer skills.
• Ability to manage time effectively, prioritize tasks, and adapt to changing priorities.
• Self-motivated and capable of working independently with minimal supervision.
• Flexibility to travel for conferences and meetings, if required.

#LI-BC1

Personal Lines Agent

Job Summary

Seeking a motivated and detail-oriented Personal Lines Agent to join a growing team. This role involves providing exceptional service and insurance expertise to clients by assisting individuals and families in identifying and securing personal insurance coverage tailored to their unique needs. The ideal candidate will possess strong communication skills, a commitment to client satisfaction, and a proven ability to thrive in a fast-paced, team-oriented environment.

Responsibilities

• Assist clients in understanding and selecting appropriate personal insurance products, including auto, home, and umbrella insurance.
• Build strong, lasting relationships with clients by providing outstanding customer service and timely responses to inquiries or claims.
• Conduct needs assessments and advise clients on personal lines coverage options based on their individual circumstances.
• Sell and renew personal lines insurance policies while ensuring compliance with state and company guidelines.
• Demonstrate expert knowledge of insurance products and maintain compliance with regulatory updates.
• Analyze existing client portfolios to identify potential coverage gaps or additional insurance solutions.
• Proactively follow up on leads and referrals while fostering long-term client loyalty.
• Participate in ongoing training and professional development to remain fully informed on personal lines insurance practices and products.
• Maintain accurate records of client interactions, policy information, and recommendations using the company’s CRM system.
• Collaborate with internal teams to promote a culture of shared expertise and continuous improvement.

Qualifications/Requirements

• Licensure: Holds an active P&C (Property and Casualty) insurance license.
• Experience: Minimum of 1-3 years of experience as a Personal Lines Agent or in a similar insurance sales/service role.
• Skills:
  • Strong knowledge of personal insurance products and policy structures.
  • Excellent written and verbal communication skills.
  • Superior customer service and relationship-building abilities.
  • Strong analytical and problem-solving skills with meticulous attention to detail.
• Technology: Proficiency in insurance management software and CRM systems; good command of Microsoft Office Suite (Word, Excel, Outlook).
• Demonstrated ability to work independently and within a team.
• Passionate about delivering client-centered solutions while achieving sales goals.

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-MB4

Life & Health Agent

Job Summary

A highly motivated and passionate Life & Health Agent is sought to join a dynamic team. This role focuses on helping clients find suitable insurance solutions tailored to their unique needs. The position involves providing expert advice on life and health insurance products, building long-term relationships, and delivering exceptional customer service. This opportunity is ideal for skilled Insurance Producers looking to make a meaningful impact.

Responsibilities

• Assess client needs and recommend appropriate life and health insurance products.
• Build and maintain strong relationships with clients by offering reliable guidance and support.
• Educate customers on the features and benefits of various insurance plans.
• Develop and implement strategies to grow the client base through networking, referrals, and professional development.
• Maintain accurate records of client information, sales activities, and interactions in compliance with company and regulatory standards.
• Stay updated on industry trends, products, and regulations.
• Ensure clients have a thorough understanding of their policy options and coverage details.
• Collaborate with team members to identify and address organizational sales goals and objectives.
• Provide exceptional customer service to ensure a seamless client experience during claims or policy updates.

Qualifications/Requirements

• Active Life and Health Insurance Producer license required.
• Proven experience as an insurance agent, preferably in life and health insurance.
• Demonstrated ability to build and maintain client relationships.
• Excellent communication, negotiation, and interpersonal skills.
• Highly motivated self-starter with strong organizational and time-management capabilities.
• Proficient in using CRM tools and basic office software.
• Ability to analyze client needs and recommend tailored insurance solutions.
• Strong attention to detail with a focus on compliance and ethical standards.
• Proven track record of exceeding sales goals.

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-MB4