Responsibilities

• Build, manage, and strengthen relationships with clients by understanding and addressing their personal insurance needs.
• Provide advisory services and tailored solutions for both high-net-worth and standard personal lines clients.
• Market, quote, and place personal lines policies, ensuring recommendations align with each client’s goals and coverage requirements.
• Analyze insurance policies, endorsements, and renewals to ensure accuracy, adequate coverage, and compliance with company and industry standards.
• Act as a trusted advocate for clients during claims, providing support and working with adjusters, underwriters, and providers to ensure timely and satisfactory resolutions.
• Collaborate with insurance carriers to negotiate pricing, manage renewals, and design package solutions that best fit client needs.
• Stay up to date with market trends, insurance products, and regulatory requirements to ensure clients are offered the best options and remain well-informed.
• Proactively identify cross-selling and up-selling opportunities, contributing to team and organizational growth.
• Assist in mentoring junior staff and fostering a positive, collaborative workplace.

Qualifications

• Strong knowledge of personal lines insurance policies, underwriting guidelines, and compliance regulations.
• Exceptional interpersonal and communication skills with the ability to build meaningful client relationships.
• Detail-oriented with excellent organizational and analytical skills.
• Proficiency with insurance-related software, CRM tools, and Microsoft Office Suite.
• Valid 2-20 Insurance License
• Ability to thrive in a collaborative and fast-paced environment while managing multiple priorities.

Preferred Qualifications:

• Previous experience as an Account Executive or Account Manager
• Familiarity with high-net-worth clientele and premium coverage options.
• Professional insurance designations, such as CIC, CISR, or CPRIA, are highly desirable.

#LI-KR1

Territory Sales Manager

Job Summary

Seeking a dynamic and results-driven Territory Sales Manager to join a team. The ideal candidate will have a proven track record in sales, particularly in the commercial insurance industry, with a focus on Workers' Compensation. This is a remote position requiring extensive travel (80%) to build and maintain strong relationships with agency partners and clients. If you are a self-motivated professional who thrives on autonomy and excels at selling value over price, encourage you to apply.

Compensation Package

• Base Salary + Uncapped Commission: Compensation is negotiable and tailored to each individual's experience, tenure, and motivation.
• Benefits:
  • 75% of health insurance premiums covered.
  • 401(k) plan.
  • Dental, vision, and life insurance.
  • Flexible spending account.
  • Paid time off and parental leave.
  • Professional development assistance.
  • Referral program.
• Perks:
  • Company car.
  • Company credit card.
  • Cell phone stipend.
• Schedule: Monday to Friday with flexibility.

Responsibilities

• Cultivate and grow relationships with agency partners to increase submissions, quotes, and premium.
• Monitor customer web activity to identify trends and address them proactively.
• Build and maintain strong relationships with key contacts, including agency principals and brokers.
• Collaborate with underwriting teams to develop and execute strategic plans.
• Conduct systematic prospecting to identify new business opportunities and maximize potential with existing customers.
• Host client meetings, dinners, and events to strengthen partnerships and drive business growth.
• Utilize Salesforce CRM and internal tools to manage customer relationships and track progress.
• Represent the company with a "White Glove" service mentality, ensuring exceptional customer experiences.

Qualifications/Requirements

• Minimum of 3 years of experience in the insurance industry, preferably in a sales role such as Agency Producer, Production Underwriter, or Territory Sales Manager.
• Strong knowledge of commercial Property & Casualty insurance, with a focus on Workers' Compensation.
• Proven ability to sell value over price, with examples of successful strategies.
• Excellent interpersonal and communication skills, with a talent for building and maintaining relationships.
• Willingness to travel extensively (80% of the time) and stay overnight as needed.
• Self-motivated and comfortable working autonomously.
• Proficiency in Salesforce CRM is a plus.
• Enthusiasm for client engagement activities, such as hosting dinners and participating in golf outings, is highly desirable.

#LI-JF1

Senior Employee Benefits Analyst

Job Summary

Seeking a highly skilled and experienced Senior Employee Benefits Analyst to join a professional and business-focused team. This role is pivotal in supporting our growing agency, which specializes in employee benefits for large clientele across the country. The ideal candidate will bring extensive expertise in unbundled self-insured plans, stop-loss insurance, and advanced Excel proficiency. This is a remote position, with occasional travel required for onsite client visits.

Compensation Package

• Salary Range: $120,000 - $150,000 annually
• 401(k): Employer-matched 401(k) plan
• Benefits: Comprehensive benefits package, including medical, dental, vision, group life, long-term disability, and short-term disability insurance
• Work Environment: Fully remote (PST preferred) with company-provided equipment

Responsibilities

As a Senior Employee Benefits Analyst, your key responsibilities will include:

1. Marketing stop-loss, administration, life, disability, and other employee benefit plans.
2. Evaluating and negotiating offers with insurance carriers and vendors.
3. Preparing pre-renewal, renewal, and post-renewal analyses, including benefit, contractual, and financial comparisons with executive summaries.
4. Developing budget rates and contribution strategies.
5. Preparing future cost projections and providing monthly experience reports.
6. Utilizing actuarial tools to identify health plan cost drivers and model potential plan design changes.
7. Managing compliance for clients and conducting audits and compliance reviews for prospects.
8. Confirming final plan selections with insurance carriers.
9. Supporting other analysts by peer-reviewing their work.
10. Attending client or prospect meetings as needed.

Qualifications/Requirements

To be successful in this role, candidates must meet the following qualifications:

• Required Licenses/Designations: Life and Health Insurance License, CEBS certification preferred.
• Experience:
  • Minimum of 10 years of experience in employee benefits, with a focus on unbundled self-insured plans and stop-loss insurance.
  • Proven ability to work with large employee benefits accounts (averaging 4,000 employees) and self-funded plans.
• Technical Skills:
  • High proficiency in Microsoft Excel.
  • Familiarity with BenefitPoint software is a plus.
• Soft Skills:
  • Professional demeanor and strong communication skills.
  • Tactful and detail-oriented.
  • Ability to work collaboratively in a team environment.
• Other Requirements:
  • Willingness to travel for onsite client visits.
  • Ability to work effectively in a remote setting.

#LI-MB4

AI/ML Solutions Engineer

Job Summary

Seeking a talented and driven AI/ML Solutions Engineer to join a team and play a pivotal role in designing and deploying intelligent systems that enhance operational efficiency and automate workflows. This is a hands-on, high-impact position that involves collaboration across finance, operations, and leadership teams. The ideal candidate will have expertise in building machine learning pipelines and developing scalable AI-driven solutions, with a particular focus on Generative AI and LLM-based applications.

Compensation Package

• Competitive salary commensurate with experience
• Comprehensive health, dental, and vision insurance
• Generous paid time off and holidays
• Professional development opportunities
• Flexible work arrangements

Responsibilities

AI / Generative AI Development

• Design and deploy AI/ML solutions using Google Cloud tools such as Vertex AI and APIs.
• Identify and implement high-value use cases, including document processing, summarization, Q&A systems, and workflow automation.
• Develop and optimize prompt engineering, RAG pipelines, and model tuning strategies.
• Ensure AI solutions meet standards for accuracy, explainability, and compliance.
• Apply safeguards such as data redaction, access controls, and secure prompt handling.

ML Engineering & Infrastructure

• Build and maintain end-to-end ML pipelines, including data ingestion, deployment, and monitoring.
• Leverage tools such as BigQuery, Dataflow, and orchestration frameworks.
• Establish and implement MLOps best practices, including CI/CD, model versioning, and monitoring.
• Design and maintain security-focused architecture, including encryption, IAM/least-privilege access, secure APIs, and logging/auditability.

Collaboration & Stakeholder Engagement

• Partner with business teams to identify automation opportunities and translate business requirements into scalable AI/ML solutions.
• Communicate technical concepts effectively to non-technical stakeholders.
• Drive adoption of AI capabilities across the organization.

Qualifications/Requirements

Required Qualifications

• Bachelor’s degree in a related technical field.
• 3–5 years of experience in AI/ML, data science, or engineering roles.
• Hands-on experience with Google Cloud tools such as Vertex AI and BigQuery.
• Proficiency in working with LLMs, prompt engineering, and RAG frameworks.
• Strong programming skills in Python and familiarity with ML frameworks like TensorFlow, PyTorch, or scikit-learn.
• Knowledge of secure development practices and cloud security fundamentals.

#LI-MC1

IT Administrator

Job Summary

Seeking a highly skilled and motivated IT Administrator to oversee and enhance the reliability, security, and efficiency of the organization's IT environment. In this role, you will lead a small IT team, manage internal systems and infrastructure, and drive continuous improvement initiatives to support business operations. You will play a critical role in shaping an IT strategy, ensuring operational excellence, and fostering a secure and scalable technology environment.

Compensation Package

• Competitive salary commensurate with experience
• Comprehensive benefits package, including health, dental, and vision insurance
• Paid time off and holidays
• Professional development opportunities

Responsibilities

• Lead and support a small IT team, ensuring timely resolution of technical issues and fostering a collaborative work environment.
• Oversee the administration and maintenance of IT systems, including hardware, software, internal platforms, and network infrastructure.
• Design and implement technology solutions aligned with business needs and continuous improvement goals.
• Develop and enforce IT policies, procedures, and best practices to ensure operational consistency and compliance.
• Collaborate with internal stakeholders and cross-functional teams to support business operations and technology initiatives.
• Manage relationships with external vendors and service providers to ensure high-quality service delivery.
• Assist in budgeting and cost management for IT operations, optimizing resource allocation.
• Oversee user access and system security across internal and third-party platforms.
• Define and execute long-term IT strategies in collaboration with organizational leadership.
• Maintain comprehensive documentation of systems, processes, and policies.
• Lead cybersecurity initiatives, including risk assessments, audits, and compliance with applicable standards.
• Supervise IT staff, including hiring, training, performance management, and professional development.
• Stay informed about emerging technologies and recommend solutions to enhance system performance and scalability.
• Perform additional responsibilities as needed to support the organization.

Qualifications/Requirements

• Proven experience leading or supervising IT staff.
• Strong troubleshooting and problem-solving skills with a service-oriented approach.
• Excellent communication skills, with the ability to convey technical concepts to non-technical audiences.
• Strong customer service mindset with a focus on user support and satisfaction.
• Experience supporting Microsoft-based environments, including cloud platforms.
• Working knowledge of networking fundamentals (e.g., TCP/IP, DNS, DHCP, VPNs).
• Familiarity with IT service management and ticketing systems.
• Proficiency with standard business applications (e.g., Microsoft Office suite).
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and ability to work both independently and collaboratively.
• Demonstrated interest in continuous learning and staying current with technology trends.

Education & Experience

• Bachelor’s degree in a related field or equivalent professional experience.
• Several years of experience in IT infrastructure, systems administration, or a related function.
• Experience mentoring, coaching, or leading team members is preferred.

#LI-MC1

Personal Insurance Account Manager (Hybrid)

Job Summary

Seeking a dedicated and experienced Personal Insurance Account Manager to join a close-knit and family-oriented team. This is a hybrid role, offering a balance of in-office and remote work. The ideal candidate will have a strong background in personal insurance, excellent customer service skills, and the ability to manage a book of business effectively. If you are looking for a collaborative and supportive work environment, this opportunity is perfect for you.

Compensation Package

• Salary Range: $63,000 - $68,000 annually
• Benefits: Comprehensive benefits package, including health insurance
• Work Arrangement: Hybrid schedule (4 days remote, 5 days in-office on a rotating basis)

Responsibilities

• Manage a personal insurance book of business valued at $1.5 million, with account sizes ranging from $1,000 to $6,000.
• Handle daily tasks such as renewals, customer requests, issuing ID cards, adding vehicles and jewelry, endorsements, and rewrites.
• Quote new and renewal business to ensure client satisfaction and retention.
• Utilize Applied EPIC software and work with carriers such as Andover, ASI, Chubb, Fireman’s, FMI, Guard, Great Bay, Harleysville, Foremost, Mercury, NBIC, Nationwide, Plymouth Rock, Progressive, and UPCIC.
• Collaborate with team members to maintain a supportive and family-like work environment.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience: Minimum of 2-3 years of experience in personal insurance account management.
• Technical Skills: Proficiency in Applied EPIC software is highly recommended.
• Customer Service: Strong interpersonal and communication skills to effectively address client needs and build lasting relationships.
• Organizational Skills: Ability to manage multiple tasks and prioritize responsibilities in a fast-paced environment.

#LI-CS1

Commercial Lines Account Manager (Hybrid/Remote)

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Manager (CLAM) to join a growing team. This is an exciting opportunity to work with a top-rated mid-sized agency known for its excellent reputation and commitment to providing outstanding service. The ideal candidate will have a strong background in insurance, particularly in marketing, servicing, and managing a book of business. This hybrid/remote role offers flexibility while requiring occasional in-person attendance for meetings and training sessions.

Compensation Package

• Salary Range: $75,000 - $85,000 annually
• Benefits: Comprehensive benefits package, including health insurance
• 401(k): Employer-sponsored retirement plan
• Remote Work: Hybrid model with occasional in-office requirements (approximately twice a month)
• Travel: Minimal travel required within a 50-mile radius for carrier meetings, training, and internal meetings

Responsibilities

• Manage and service a book of business, ensuring client satisfaction and retention
• Handle marketing, quoting, and renewing both new and existing business
• Collaborate with producers to address client needs and provide tailored insurance solutions
• Conduct coverage analysis, carrier negotiations, and case scenario evaluations
• Utilize EPIC software for account management and documentation
• Stay updated on industry trends and maintain a strong understanding of real estate accounts (preferred but not required)

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required
• Experience: 7-10 years of relevant experience in insurance, including marketing, servicing, and managing accounts
• Technical Skills: Proficiency in EPIC software or similar platforms
• Knowledge: Familiarity with quoting and renewing business, as well as carrier and coverage-related processes
• Education: Relevant certifications or designations are a plus
• Soft Skills: Strong communication, organizational, and problem-solving abilities

#LI-JN4

Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager to join a dynamic and energetic team. This role is ideal for an insurance professional who thrives in a "work hard, play hard" environment and is passionate about managing and growing a book of business. You will work closely with a supportive team in a collaborative and fun office setting, complete with unique perks like a putt-putt course. This position offers a flexible hybrid schedule after an initial on-site training period.

Compensation Package

• Salary Range: $65,000 - $85,000 (up to $95,000 for candidates with exceptional experience and background).
• 401(k): 4% match after 1 year (eligibility begins after 90 days).
• Paid Time Off: 15 days PTO starting in Year 2, inclusive of sick time.
• Benefits: Comprehensive benefits package available (details provided upon request).
• Work Schedule: Flexible hybrid schedule after 90 days of on-site training.

Responsibilities

• Manage a generalist book of business, including contractors, construction, and workers' compensation accounts.
• Quote new and renewal business.
• Provide exceptional service to clients by addressing inquiries, resolving issues, and ensuring satisfaction.
• Assist in growing the business by identifying opportunities and building strong client relationships.
• Collaborate with team members to maintain a positive and energetic work environment.
• Utilize Epic software to manage accounts and maintain accurate records.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience: Minimum of 2-3 years of experience in a similar role; candidates with extensive experience are highly encouraged to apply.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills:
  • Positive attitude and strong interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong organizational and time-management skills.
  • Excellent communication and problem-solving abilities.
  • Adaptability and eagerness to learn.

#LI-TS1

Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager to join a growing team. This role involves managing a generalist book of business valued at approximately $4 million in premium, with a focus on cross-selling, upselling, and handling renewals. The ideal candidate will bring a strong background in commercial insurance, exceptional organizational skills, and a proactive, goal-oriented mindset. This is an excellent opportunity to join a fast-growing agency that combines the resources of a large organization with the personalized feel of a small agency.

Compensation Package

• Salary: $60,000 - $75,000 annually, based on experience
• 401(k): 4% company match
• Benefits: Comprehensive benefits package available (details provided upon request)
• Work Environment: Hybrid schedule (3 days in-office in Prescott Valley, AZ preferred; Tucson, AZ may be considered)
• Equipment Provided: Laptop, monitors, keyboard, phone, and mouse

Responsibilities

• Manage a generalist book of business with approximately $4 million in premium
• Handle small to medium-sized accounts, including renewals and policy servicing
• Cross-sell and upsell insurance products to existing clients
• Quote new and renewal business as needed
• Provide exceptional customer service and maintain strong client relationships
• Collaborate with team members to ensure seamless service delivery

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required
• Experience: Minimum of 5+ years of commercial insurance experience, including managing a book of business valued at $4 million or more
• Software Proficiency: Experience with EPIC software preferred
• Soft Skills:
  • Energetic and self-motivated
  • Detail-oriented with strong organizational skills
  • Goal-driven and results-oriented
  • Effective problem solver
  • Strong interpersonal and communication skills

#LI-TS1

P&C Producer

Job Summary

Seeking a motivated and dynamic P&C Producer to join a team. This role is ideal for an experienced professional who can handle both personal and commercial lines of insurance. As a P&C Producer, you will play a pivotal role in driving business growth by managing a mix of new business acquisition and renewals. This position offers a hybrid work model, providing flexibility while requiring a local presence. If you are a results-driven individual with a passion for sales and client service, encourage you to apply.

Compensation Package

• Base Salary: $40,000 - $45,000 annually
• Commission: 50% on new business and 50% on renewals
• Benefits:
  • Medical coverage up to $600 (includes vision)
  • 401(k) eligibility starting January 1st of the year following hire
  • Paid Time Off (PTO): 1-2 weeks
• Employment Type: W-2

Responsibilities

• Manage a portfolio of personal and commercial insurance accounts, including construction, restaurants, and auto industries.
• Handle accounts with an average size of $10,000-$30,000 for commercial and $2,500-$5,000 for personal lines.
• Allocate time effectively: 50% on new business development and 50% on renewals.
• Collaborate with a team of experienced Customer Service Representatives (CSRs) for both personal and commercial lines.
• Utilize carriers such as Erie, Travelers, Mutual Benefits, Progressive, Liberty, AIC, and Guard to quote and manage policies.
• Leverage IMS software for account management and documentation.
• Provide exceptional service to clients, ensuring their insurance needs are met with professionalism and efficiency.

Qualifications/Requirements

• Licenses/Designations: Active P&C license is required.
• Experience: Open to candidates with varying levels of experience in insurance sales and account management.
• Technical Skills: Familiarity with IMS software is preferred.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Self-motivated with a results-driven mindset.
  • Excellent organizational and time-management abilities.
  • Ability to build and maintain strong client relationships.
  • Adaptability to work in a hybrid environment.
• Background Requirements: Successful completion of a background and credit check is required prior to the start date.

#LI-DC2