Personal Lines Account Manager - Hybrid

Job Summary

Seeking a motivated and detail-oriented Personal Lines Account Manager to manage a portfolio of personal insurance clients in a hybrid work environment. Responsibilities include providing exceptional service, ensuring insurance needs are met, and fostering strong client relationships. The position offers a balance of remote and in-office work, encouraging high-quality client interactions.

Responsibilities

• Serve as the main contact for personal lines insurance clients, building and maintaining professional relationships.
• Manage renewals, amendments, and new policy acquisitions for personal lines clients.
• Provide personalized advice and solutions tailored to clients' insurance needs while ensuring compliance with all applicable regulations.
• Conduct proactive policy reviews, address client concerns, and identify cross-sell or upsell opportunities.
• Handle endorsements, renewals, and claims support efficiently and accurately.
• Work with underwriters and insurance carriers to meet client requirements and resolve any issues.
• Document all client interactions and policy details clearly in the agency management system.
• Stay informed on industry trends, policy updates, and product knowledge to better serve clients.

Qualifications/Requirements

• Proven experience in account management, with a focus on personal lines insurance.
• Possession of or willingness to obtain a state insurance license in personal lines within a designated timeframe.
• Strong communication and interpersonal skills to establish trust and rapport with clients.
• High level of organization and attention to detail, with the ability to multitask effectively.
• Proficiency in insurance agency management software and office tools such as Microsoft Office Suite.
• Problem-solving abilities with a commitment to excellent client service.
• Capability to work both independently in a remote setting and collaboratively in an office 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-JN4

Senior General Liability Claims Representative - Property Damage

Job Summary

Seeking a highly skilled and experienced Senior General Liability Claims Representative - Property Damage to join a team. This role involves managing general liability property damage claims under business owner policies, analyzing coverage issues, and collaborating with various stakeholders, including attorneys. The ideal candidate will possess strong analytical, communication, and interpersonal skills, with a proven ability to work independently and meet deadlines. This is a 100% remote position, offering flexibility and the opportunity to work from anywhere in the United States.

Compensation Package

• Salary Range: $90,000 - $120,000 per year (based on qualifications and experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, and more

Responsibilities

• Manage an active desk of general liability property damage claims under business owner policies.
• Analyze coverage issues under various standard industry forms, including Business Owners, Excess and Umbrella, Garagekeepers, Hired/Non-Owned Auto, and Auto Services.
• Investigate, evaluate, and position claims under applicable coverage.
• Handle litigated claims and collaborate with defense counsel to strategize effectively.
• Set reserves at appropriate levels and manage allocated loss adjustment expenses (ALAE).
• Draft coverage letters and maintain proper documentation in claim files.
• Respond promptly to inquiries with a sense of urgency.
• Obtain and maintain adjuster licenses as required.

Qualifications/Requirements

Performance Requirements:

• Strong analytical, verbal, and written communication skills, including proper grammar usage.
• Ability to work independently, meet deadlines, and manage multiple tasks effectively.
• Strong interpersonal skills and a collaborative approach to teamwork.
• Proficiency in MS Word, Excel, and internet applications.
• High attention to detail and sound judgment in sensitive situations.

Education and Experience:

• Required: BA/BS degree and 5+ years of general liability claims adjusting experience (or 10+ years of professional experience with 5+ years in GL claims as a substitute for a degree).
• Preferred: CPCU or other industry designations.
• Experience in litigated liability property damage/construction defects claims is essential.
• State adjuster license(s) required.

#LI-BC1

Commercial Lines Account Manager - Hybrid

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a well-established and growing team. This role offers a unique opportunity to work with a reputable agency that values its employees and clients alike. As a Commercial Lines Account Manager, you will play a pivotal role in managing small to mid-sized commercial accounts, including contractors and habitational clients, while balancing sales and service responsibilities. This hybrid position provides a supportive work environment with a forward-thinking approach.

Compensation Package

• Salary: Up to $65,000 annually, commensurate with experience.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a portfolio of small to mid-sized commercial accounts, including contractors and habitational clients.
• Handle quoting, rewriting, and renewing business to ensure client satisfaction and retention.
• Balance responsibilities with a 50/50 focus on sales and service, including sales on the existing book of business.
• Collaborate with team members to meet agency goals and deliver exceptional client experiences.
• Utilize Xanatek software to manage accounts and streamline processes.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years of experience in commercial lines, with a strong background in quoting, rewriting, and managing accounts.
• Technical Skills: Proficiency in using Xanatek software or similar platforms.
• Interpersonal Skills: Strong communication and relationship-building abilities to effectively serve clients and contribute to the team.
• Work Ethic: Self-motivated, detail-oriented, and capable of managing multiple priorities in a fast-paced environment.

#LI-JN4

Commercial Auto / Trucking Claims Adjuster

Job Summary

Seeking experienced and motivated Commercial Auto / Trucking Claims Adjusters to join a growing team. This is an exciting opportunity to work with a leading Third Party Administrator (TPA) specializing in Commercial Trucking Auto Liability Claims. The role offers the flexibility of a fully remote work environment, with a hybrid option. You will play a key role in investigating, evaluating, negotiating, and resolving commercial auto, trucking, and cargo claims while delivering exceptional service to the clients.

Compensation Package

• Property Damage / Cargo Adjusters: $67,000–$87,000 annually
• Bodily Injury Adjusters: $85,000–$120,000 annually
  Compensation is based on experience, claim complexity, and litigation exposure.

Additional benefits include:

• Competitive salary and benefits package
• 20 days of PTO per year
• Opportunities for professional development and career advancement
• A dynamic and supportive work environment

Responsibilities

• Investigate, evaluate, and resolve commercial auto, trucking, and cargo claims, including property damage, bodily injury, and cargo/freight claims.
• Handle complex and high-exposure claims, including attorney-represented and litigated cases.
• Conduct thorough investigations into coverage, liability, and damages, including directing on-site investigations when necessary.
• Develop and execute clear action plans for claim resolution, including negotiation and settlement.
• Prepare detailed reports and present summaries during client claim reviews.
• Identify subrogation or fraud potential and determine appropriate handling strategies.
• Maintain active adjuster licenses in relevant jurisdictions.
• Collaborate with insureds, brokers, carriers, attorneys, and other stakeholders to ensure timely and fair claim resolution.

Qualifications/Requirements

• Experience:
  • Minimum of 2–3 years of commercial claims experience in areas such as Commercial Auto, Commercial Trucking, Auto Liability, Property Damage, Bodily Injury, or Cargo.
  • Strong preference for candidates with attorney-represented BI and litigation experience.
  • Direct trucking experience is preferred but not required if the candidate has a strong Commercial Auto background.
• Licensing:
  • Active designated home-state adjuster license.
  • Ability to obtain reciprocal licenses as needed.
• Education:
  • Bachelor’s degree in a related field or equivalent work experience.
• Skills and Attributes:
  • Strong work ethic and ownership mentality.
  • Excellent communication, negotiation, and interpersonal skills.
  • Analytical mindset with strong claims judgment and problem-solving abilities.
  • Ability to work independently and manage a caseload of approximately 80–120 claims.
  • Proficiency in claims management software and Microsoft Office Suite.

#LI-CP1

Commercial Lines Account Executive

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive to join a dynamic team. This role is pivotal in managing a significant book of business, focusing on large accounts across various industries. The ideal candidate will work closely with the owner and a dedicated account coordinator to ensure exceptional client service and seamless account management. This is a hybrid position, requiring in-office presence on Tuesdays and Thursdays, with the flexibility to work remotely on other days.

Compensation Package

• Base Salary: $125,000 - $150,000 annually
• Commission: Full commission on Personal Lines and Commercial Lines (40% new business, 30% renewal)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a $1M revenue book of business, focusing on large, multi-state accounts in industries such as automotive dealerships and manufacturing.
• Handle renewals, remarketing, and occasional new business development.
• Conduct onsite presentations and local travel (10-15% of the time) alongside the owner.
• Collaborate with carriers such as Travelers, Cincinnati, Liberty Mutual, Selective, Auto Owners, and Nationwide.
• Utilize the Epic Agency Management System to maintain accurate records and streamline workflows.
• Provide exceptional client service, ensuring satisfaction and retention.

Qualifications/Requirements

• Licenses/Designations: Active Property & Casualty (P&C) license required.
• Experience: Proven track record as an Account Executive managing large commercial accounts.
• Technical Skills: Proficiency in the Epic Agency Management System is preferred.
• Industry Knowledge: Familiarity with top carriers and experience handling complex, multi-state accounts.
• Soft Skills: Strong attention to detail, excellent communication skills, and a collaborative mindset.
• Work Environment: Ability to thrive in a hybrid work setting, with in-office presence on Tuesdays and Thursdays.

#LI-TR2

Employee Benefits Client Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Client Manager to join a growing team. This role is responsible for managing a middle-market book of business, providing high-quality client service, supporting renewals and plan strategy, and maintaining strong client relationships. The ideal candidate will have a solid background in employee benefits, strong knowledge of compliance and plan design, and the ability to collaborate effectively in a team-oriented environment.

Responsibilities

• Serve as the primary point of contact for client questions, claims support, and compliance documentation

• Manage client engagement, renewals, and plan design for a middle-market book of business

• Collaborate with internal team members to ensure client satisfaction and effective service delivery

• Utilize Applied Epic and benefits administration platforms such as Employee Navigator, along with other HR and payroll tools

• Maintain strong relationships with insurance carriers and other partners

• Support account retention and growth through proactive client service and relationship management

• Assist clients with benefits-related questions and provide guidance regarding available plan options and resources

Qualifications/Requirements

• Proven experience in employee benefits account or client management, preferably with middle-market accounts

• Holds an active L&H (Life and Health) insurance license

• Familiarity with agency management software such as Applied Epic

• Experience with Employee Navigator or similar benefits administration platforms is preferred

• Strong knowledge of employee benefits compliance and plan design

• Excellent communication, organization, and client relationship management skills

• Ability to work collaboratively in a team-oriented environment

• Commitment to ongoing professional development and relevant industry designations

Compensation Package

• Salary Range: $65,000 - $85,000, with potential compensation up to $110,000 for highly qualified candidates

• Bonus: Company performance-based bonus with additional earning potential for professional designations

• Professional Development: Certification and continuing education costs covered

• Benefits: Comprehensive benefits package

• Work Arrangement: Hybrid opportunity available based on tenure and performance

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-TR2

Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a team. This role is ideal for a professional with a passion for delivering exceptional customer service and a strong background in personal lines insurance. As a Personal Lines Account Manager, you will manage a book of business valued at $1.5M–$2M in premium, working with standard households and some high-net-worth clients.

Compensation Package

• Salary: $50,000–$60,000 annually
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business with $1.5M–$2M in premium, focusing on standard households and some high-net-worth accounts.
• Utilize an automated system for quoting and re-quoting policies, ensuring accurate and timely client presentations.
• Handle new and renewal business quotes, with occasional cross-selling and new business opportunities.
• Collaborate with top carriers, including Nationwide, Safeco, Liberty, and Nat Gen.
• Maintain strong client relationships by providing exceptional service and addressing client needs promptly.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required; Life & Health (L&H) license preferred but not mandatory.
• Experience: 1–3 years of experience in personal lines insurance; independent agency experience preferred, but candidates with captive experience will also be considered.
• Software Proficiency: Familiarity with Applied EPIC is preferred.
• Soft Skills: Strong communication, organizational, and problem-solving skills; ability to work independently and as part of a team; customer-focused mindset.

#LI-KH1

Human Resources Generalist / Employee Benefits Account Manager

Our client is seeking an experienced Human Resources Generalist / Employee Benefits Account Manager to join their growing team. This unique role combines HR generalist responsibilities with employee benefits account management.

The ideal candidate will bring a strong background in employee benefits and HR, ideally from an insurance agency, benefits brokerage, or PEO environment. This is an excellent opportunity for someone who enjoys both client-facing benefits work and hands-on HR responsibilities and is looking for a role with variety, flexibility, and meaningful impact.

Key Responsibilities

Employee Benefits Account Management 

• Manage and maintain relationships with employee benefits clients
• Serve as a trusted resource and primary point of contact for client needs
• Support benefits administration, renewals, open enrollment, and employee communications
• Assist clients with benefit plan questions, issues, and ongoing service needs
• Coordinate with carriers, vendors, and internal teams to ensure a high level of client service
• Help educate employees and clients on benefit offerings and plan changes
• Review plan information and identify opportunities to improve client service and benefits programs
• Provide proactive communication and follow-up throughout the benefits lifecycle
• Maintain accurate client documentation and ensure timely completion of deliverables
• Serve as a team lead or senior resource for benefits-related activities as needed

Human Resources 

• Manage recruiting activities from job posting through offer stage, including proactive candidate sourcing
• Coordinate employee onboarding and offboarding
• Create and maintain job descriptions
• Support employee relations matters and advise managers on performance and workplace issues
• Assist with employee documentation, corrective actions, and policy-related matters
• Manage unemployment claims and related documentation
• Support HR compliance and policy administration
• Help ensure consistent employment practices and minimize organizational risk
• Provide day-to-day HR support to employees and managers
• Serve as a resource to leadership on HR-related questions and best practices
• Provide backup support for payroll and benefits administration when needed

Qualifications

• 5+ years of HR generalist and/or employee benefits experience
• Strong background in employee benefits account management
• Experience working in an insurance agency, benefits brokerage, PEO, or similar environment strongly preferred
• Experience managing client relationships and serving as a primary account contact
• Previous experience in a team lead, senior account manager, or similar benefits-focused role preferred
• Strong recruiting and employee relations experience
• Knowledge of employment law and HR compliance practices
• Strong understanding of employee benefits and benefits administration
• Excellent verbal, written, and interpersonal communication skills
• Highly organized with strong attention to detail and follow-through
• Ability to work independently, prioritize multiple responsibilities, and exercise sound judgment
• Strong client-service mindset with the ability to build trusted relationships
• SHRM or HRCI certification is a plus

Why This Opportunity?

• Competitive Compensation: $80,000–$85,000 base salary + company bonus
• Hybrid work environment. 
• Work from home Tuesdays and Fridays for most of the year
• During Q4, Fridays are remote
• Summer hours include an early Friday departure 

#LI-ET1

Senior Commercial Insurance Account Manager

Job Summary

Seeking an experienced Senior Commercial Insurance Account Manager to manage and support a portfolio of middle-market commercial insurance accounts. This role is ideal for a client-focused insurance professional with strong coverage knowledge, relationship management skills, and the ability to provide strategic risk management and insurance solutions.

The position offers a hybrid work environment, opportunities for professional growth, and a comprehensive compensation and benefits package.

Responsibilities

• Advise and consult clients regarding commercial insurance coverage needs and risk management strategies.

• Manage an assigned portfolio of commercial insurance accounts and coordinate account servicing activities.

• Build and maintain strong client relationships while partnering with sales and service teams to support client retention and account growth.

• Review policies, endorsements, proposals, and other insurance documents for accuracy and completeness.

• Oversee the marketing and quoting of new and renewal business.

• Evaluate coverage options and work with insurance carriers to secure appropriate terms for clients.

• Coordinate account workflows and delegate responsibilities as appropriate.

• Develop and maintain productive relationships with carriers, vendors, and internal teams.

• Support special projects and collaborate with commercial lines leadership on departmental initiatives.

• Maintain accurate and complete client and policy information within agency management software.

Qualifications/Requirements

• 5+ years of commercial insurance account management experience within an agency environment, preferably supporting middle-market accounts.

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

• Strong knowledge of commercial insurance products, coverages, and risk mitigation strategies.

• Experience reviewing policies, endorsements, proposals, and related insurance documentation.

• Strong organizational and time-management skills with the ability to manage multiple priorities.

• Ability to effectively coordinate and delegate account servicing responsibilities.

• Experience with EPIC or similar agency management software.

• Strong mathematical, technical, verbal, and written communication skills.

• Demonstrated ability to develop strong client and carrier relationships.

Compensation Package

• Base Salary: $80,000 – $110,000 + bonus opportunities

• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

• Work Arrangement: Hybrid

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

#hybrid

#INDTJG-ST

• Running Quotes and Preparing Benefit and Cost Comparisons
• Database Management
• Processing eligibility changes online with the insurance companies.
• Preparing open enrollment kits for employee meetings.
• Day to day service issues (billing, eligibility and claim resolution) for middle market accounts

• 2-3 years in a brokerage or agency setting 

• College or Equivalent Independent Agency Experience
• Life and Health License