Employee Benefits Account Manager

Job Summary:

Seeking an experienced and detail-oriented Employee Benefits Account Manager to serve as a primary point of contact for clients, offering strategic support in managing employee benefits programs. The role requires a passion for relationship management, expertise in employee benefits, and the ability to deliver tailored solutions to meet the needs of a diverse client base.

Responsibilities:

• Act as the primary account manager for assigned client accounts, understanding business needs and delivering comprehensive employee benefit strategies.
• Build and maintain strong, long-term client relationships by providing exceptional customer service and support.
• Consult with clients to assess employee benefits needs, recommend solutions, and assist with program implementation.
• Serve as a liaison between clients, insurance carriers, and internal teams to ensure seamless communication and resolution of inquiries.
• Prepare and present proposals, policy renewals, and enrollment materials with attention to accuracy and timeliness.
• Stay informed on trends, marketplace changes, and regulatory requirements related to employee benefits to provide clients with expert guidance.
• Conduct open enrollment meetings and provide training for employees on available benefit options.
• Proactively identify opportunities to improve processes, enhance client satisfaction, and contribute to team success.
• Collaborate with cross-functional teams to align organizational goals and ensure consistent service delivery to clients.
• Manage account renewals, provide claims support, and oversee benefit plan administration throughout the lifecycle of each client partnership.

Qualifications/Requirements:

• Education & Experience:
  • Bachelor’s degree in Business Administration, Human Resources, or a related field preferred. Equivalent work experience will be considered.
  • Proven experience as an account manager or equivalent role in the employee benefits or insurance industry.
• Skills:
  • Strong knowledge of employee benefits programs, including medical, dental, vision, life insurance, disability, and retirement plans.
  • Excellent verbal and written communication skills, with the ability to explain complex information clearly and concisely.
  • Strong organizational and time management skills, with the ability to handle multiple accounts and deadlines simultaneously.
  • Attention to detail and commitment to providing quality service and solutions.
  • Proficiency in Microsoft Office Suite and familiarity with CRM systems.
  • Problem-solving and critical-thinking abilities to effectively address client concerns.
• Certifications/Licenses:
  • Life and Health Insurance License strongly preferred or willingness to obtain within a specified timeframe.
  • CEBS (Certified Employee Benefits Specialist) designation is a plus.
• Other:
  • Ability to maintain confidentiality and uphold ethical standards in dealing with sensitive information.

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.

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Employee Benefits Insurance Producer- Hybrid 
 
Summary:
Established Insurance agency seeking a detailed-oriented person who demonstrates clear knowledge and understanding of Employee Benefits/Group Health insurance coverages.
 
Job Description:

• Full knowledge of insurance products and usages
• Ability to advise and consult with clients
• Manage workflow of assigned book of business and delegate workflow
• Maintain accounts in accordance with organizational guidelines
• Service and monitor account activity.
• Call existing insured to compliment or “round out” supplemental accounts.
• Work strategically with sales staff to optimize relationships and protect client’s business.
• Perform special projects as directed by the VP, Employee Benefits.
• Review policies and coverage for accuracy and rating calculations.
• Process endorsements, placement requests and invoicing.
• Complete and prepare certificates, proposals, policy summaries and reviews.
• Develop and maintain excellent relationships with our partners, carriers, and vendors.
• Responsible for marketing process & quoting new and renewal business

 
 Requirements:

• 2+ years of experience handling Employee Benefits Insurance Accounts
• Ability to meet/w clients and discuss insurance mitigation strategies
• Must hold an active state P&C License.
• Excellent Customer Service and Organizational skills.
• Strong written and verbal communication skills.
• High School Diploma: Bachelor's Degree preferred but not required.

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Bonds Specialist

Job Summary

Seeking a highly motivated and experienced Bonds Specialist to join a growing team. This role is pivotal in expanding a Construction and Bonds book of business while providing exceptional service to clients. The ideal candidate will have a strong background in bond insurance, a proven track record in production, and a hunter mentality to drive new business opportunities. This position offers flexibility with a hybrid work environment and the potential for remote work for the right candidate.

Compensation Package

• Salary Range: $70,000 - $100,000 annually (commensurate with experience)
• Benefits: Comprehensive benefits package provided
• Work Environment: Hybrid or remote for highly qualified candidates

Responsibilities

• Develop and grow the Construction and Bonds book of business.
• Identify and secure new business opportunities in the bonds insurance sector.
• Assist clients in navigating bond insurance policies and requirements.
• Collaborate with internal teams to ensure seamless service delivery.
• Maintain and strengthen relationships with existing clients while pursuing new leads.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of production experience with expertise in bonds.
• Soft Skills:
  • Hunter mentality with a drive to win new business.
  • Teachable and open to learning new strategies and approaches.
  • Ambitious with a strong desire to excel in the role.
• Technical Skills: Familiarity with relevant software tools.
• Work Arrangement: Hybrid or remote work options available for the ideal candidate.

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Personal Lines Client Executive

Job Summary

Seeking a dynamic and results-driven Personal Lines Client Executive to join a team. This role is designed for individuals who thrive on building relationships, driving new business, and delivering exceptional client experiences. As a Client Executive, you will focus on cultivating referral partnerships, managing a robust sales pipeline, and securing new business opportunities. Supported by a dedicated VIP Client Manager Team, you will have the freedom to focus on growth while ensuring clients receive top-tier service.

Compensation Package

• Competitive base salary with performance-based incentives.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holidays.
• Professional development opportunities and ongoing training.

Responsibilities

• New Business Development: Generate new business by building and nurturing relationships with referral partners, including realtors, lenders, and community influencers.
• Sales Execution: Prepare, present, and close quotes while advising clients on coverage strategies.
• Pipeline Management: Maintain an active and organized sales pipeline using the Pipeline Management tool.
• Client Onboarding: Secure signed applications and required documentation to finalize sales.
• Retention Accountability: Ensure the retention of clients you bring on board, contributing to overall business growth.
• Referral Network Growth: Expand and strengthen your network of referral partners to drive consistent business opportunities.

Qualifications/Requirements

• Proven track record in sales, business development, or a related field, preferably within the insurance or financial services industry.
• Strong interpersonal and relationship-building skills.
• Ability to work independently and manage multiple priorities effectively.
• Excellent communication and presentation skills.
• Proficiency in using CRM or pipeline management tools.
• A results-oriented mindset with a passion for achieving and exceeding targets.
• Relevant licensing or willingness to obtain required certifications.

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Professional Liability Claims Manager

Job Summary

Seeking an experienced and highly skilled Professional Liability Claims Manager to oversee the investigation, evaluation, negotiation, and resolution of complex professional liability claims, with a primary focus on Errors & Omissions (E&O) exposures. This role provides technical leadership to claims professionals, ensures adherence to claim handling standards, and collaborates with internal and external stakeholders to manage risk effectively. This is a 100% remote position.

Responsibilities

• Direct the handling of complex and high-exposure professional liability claims, including E&O and miscellaneous professional liability matters.

• Evaluate coverage, liability, damages, and exposure in accordance with policy terms and applicable law.

• Establish and maintain appropriate claim reserves based on evolving claim facts and exposure analysis.

• Oversee investigation strategies and support timely and effective claim resolution.

• Manage litigated claims involving insured professionals, including oversight of defense counsel and legal expenses.

• Participate in mediations, settlement conferences, and other dispute resolution proceedings as needed.

• Lead, mentor, and develop claims professionals handling professional liability matters.

• Conduct claim file reviews to support technical quality and adherence to established claims practices.

• Establish performance expectations and support employee development through coaching and training.

• Manage claims inventory and support operational performance objectives.

• Monitor reserve adequacy and contribute to financial forecasting activities.

• Analyze claim trends and recommend process improvements.

• Build productive relationships with insureds, brokers, defense counsel, and internal business partners.

• Provide reporting to senior leadership regarding significant claim activity.

• Partner with underwriting and other stakeholders to identify emerging claim trends and loss drivers.

Qualifications/Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.

• Minimum of 10 years of commercial insurance claims experience.

• Minimum of 5 years of direct experience handling Professional Liability and/or Errors & Omissions (E&O) claims.

• Demonstrated experience managing complex, litigated, and high-severity claims.

• Strong understanding of insurance coverage analysis and policy interpretation.

• Proven leadership experience, including supervision, mentoring, or management of claims professionals.

• Excellent written and verbal communication skills.

• Strong negotiation, analytical, and decision-making abilities.

• Extensive claims experience and prior management of a professional liability claims team preferred.

• Experience with specialty professional liability programs such as Architects & Engineers, Insurance Agents E&O, Lawyers Professional Liability, Accountants Professional Liability, Technology E&O, or Miscellaneous Professional Liability preferred.

• Professional designations such as CPCU, RPLU, AIC, ARM, SCLA, or equivalent preferred.

• Juris Doctor (J.D.) degree preferred.

Compensation Package

• Salary Range: $175,000 – $185,000 annually.

• Comprehensive medical, dental, vision, disability, and life insurance benefits.

• Paid Time Off (PTO) and paid holidays.

• Paid parental leave.

• Education assistance and professional development opportunities.

• Wellness and employee discount programs.

• Employer-supported health savings benefits where applicable.

• Remote work arrangement.

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.

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Senior Technical Claim Specialist - Aerospace

Job Summary

Seeking a highly skilled and experienced Senior Technical Claim Specialist - Aerospace to join a dynamic team. This is a fully remote position, but candidates must reside west of the Mississippi. The ideal candidate will bring a strong background in aviation and insurance, coupled with a proven ability to manage complex claims efficiently. If you are a detail-oriented professional with a passion for delivering exceptional service, we encourage you to apply.

Compensation Package

• Salary Range: $90,000 - $130,000 per year
• Bonus Potential: Up to 10% (prorated in the first year)
• Employment Type: Permanent, full-time

Responsibilities

• Manage a caseload of less than 100 claims, with seasonal variations.
• Handle first-party hull claims with average exposure sizes under $100,000 and liability claims ranging from $25,000 to $1M.
• Maintain a litigation rate of less than 10%, with a target closer to 5%.
• Exercise authority limits based on experience and company guidelines.
• Obtain and maintain adjuster licenses for the home state and additional jurisdictions as required.
• Collaborate with internal and external stakeholders to ensure timely and accurate claim resolution.
• Provide expert analysis and recommendations on complex aerospace claims.
• Stay updated on industry trends, regulations, and best practices.

Qualifications/Requirements

• Education: Bachelor’s degree required.
• Licensing: Active adjuster license, with home state license mandatory (Texas and Florida preferred).
• Experience: 5-12+ years of experience in aviation and insurance claims.
• Technical Skills: Strong understanding of aerospace claims, including first-party hull and liability claims.
• Location: Must reside west of the Mississippi.
• Other: Ability to manage claims across multiple states/jurisdictions, primarily on the East Coast.

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Commercial Auto Claims Examiner - Pre-Suit - Bodily Injury

Job Summary

Seeking a highly skilled and experienced Commercial Auto Claims Examiner to join a team on a temporary, remote basis. This role involves handling non-litigated and litigated bodily injury (BI) commercial auto claims from across the United States. The ideal candidate will possess a strong background in commercial auto claims adjusting, including experience with attorney-represented cases and first- and third-party claims. This is a temp-to-hire opportunity, with the potential for full-time employment based on performance and business needs.

Compensation Package

• Hourly Rate: $36 - $42 per hour
• Employment Type: Temporary (with potential for permanent hire)
• Remote Work: 100% remote

Final compensation will be determined based on qualifications, geographic location, and other considerations permitted by law.

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 (UM/UIM) claims.
• Managing a caseload of approximately 150 features (100 claims).
• Conducting coverage analysis and identifying coverage issues.
• Evaluating and valuing injuries and damages, including moderate to severe injury claims (e.g., soft-tissue injuries, fractures, surgeries, etc.).
• Handling attorney-represented claims and responding to time-limited policy demands.
• Collaborating with experts such as physicians, attorneys, medical billing auditors, and accident reconstructionists.
• Maintaining claim files in accordance with established best practices.
• 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 (mandatory for candidates with less than 5 years of relevant adjusting experience).
• Experience:
  • Minimum of 3 years handling commercial auto claims.
  • At least 1 year of experience managing bodily injury claims involving attorney representation.
  • Experience handling claims from start to finish.
• Licensing:
  • Must possess a home state adjuster license and be eligible to obtain licenses in Texas and Florida (licensing costs covered by the company).
• Skills:
  • Strong written and verbal communication skills.
  • Excellent organizational and time management abilities.
  • Proficiency in policy documentation review and coverage analysis.
  • Ability to formulate action plans and effectively present claim files.
  • Self-motivated and capable of working independently with minimal supervision.
  • Flexibility to adapt to changing priorities and multitask effectively.

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Market Vice President, Property & Casualty

Job Summary

Seeking an experienced and dynamic Market Vice President to lead the Property & Casualty division of an organization. This senior leadership role is pivotal in driving operational strategy, team performance, profitability, and client-service delivery. The division comprises approximately 65% Commercial Lines and 35% Personal Lines, with a strong focus on service operations. This position does not include responsibility for the sales department. The ideal candidate will bring a wealth of experience in insurance agency operations, a proven track record of leadership, and a deep understanding of both Commercial and Personal Lines.

Compensation Package

• Base Salary: $175,000–$200,000

Responsibilities

Leadership and Team Development

• Lead and support the Commercial Lines and Personal Lines Team Leads.
• Establish clear expectations and drive performance accountability.
• Develop high-performing, collaborative service teams.
• Build leadership capabilities within the division.
• Support hiring, employee development, retention, and HR-related responsibilities.
• Maintain visibility into team workflows and day-to-day operations.

P&C Operations

• Oversee the service operations of the Property & Casualty division.
• Monitor workflows, expirations, service standards, and operational performance.
• Run and analyze reports to identify trends, issues, and improvement opportunities.
• Establish and manage team metrics to improve efficiency, client service, retention, and scalability.
• Ensure the division adapts effectively to changing market conditions.

Financial Performance

• Monitor the division’s profit-and-loss performance.
• Support budgeting, profitability, and revenue forecasting.
• Identify opportunities to optimize income while balancing client-service quality with operational and financial performance.

Carrier and Client Strategy

• Strengthen and optimize carrier relationships.
• Understand carrier appetite, market developments, and placement challenges.
• Shape strategies to serve clients effectively.
• Provide executive support for complex client or renewal situations.

Qualifications/Requirements

Required Background

• Minimum of 10 years of insurance-industry experience.
• At least 5 years of leadership experience.
• Property & Casualty agency or brokerage experience.
• Strong understanding of both Commercial Lines and Personal Lines operations, with a preference for a Commercial Lines background.
• Experience managing profit-and-loss performance.
• Active Texas Property & Casualty license.
• Strong knowledge of insurance carriers and market relationships.
• Proven ability to lead through Team Leads and influence a larger indirect reporting structure.
• Strong analytical, operational, and performance-management skills.

Preferred Qualifications

• Experience with Applied Epic.
• Familiarity with business intelligence tools for operational performance analysis.
• Professional insurance designations.
• Bachelor’s degree in Business Administration, Human Resources, or a related field.
• Life and Health license.

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Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a growing team. This role is pivotal in ensuring the seamless management of client accounts, providing exceptional service, and supporting the producers in delivering tailored insurance solutions. With a strong emphasis on teamwork, flexibility, and a people-first culture, this position offers an excellent opportunity to thrive in a supportive and dynamic environment.

Compensation Package

• Salary: Competitive, based on experience.
• Profit Sharing: 10% of salary.
• PTO: Up to 4 weeks, based on experience.
• Bonuses: Annual Christmas bonus and performance-based rewards.
• Work Hours: 35 hours per week (paid lunch included).
• Work Environment: Onsite with potential for limited hybrid flexibility.

Responsibilities

• Provide accurate quotes by inputting data into carrier websites.
• Format summaries, draft renewal letters, and update coverage details.
• Assist with claims and manage house accounts.
• Handle a book of business with premiums ranging from $200 to $12,000.
• Collaborate with producers and CSAs to ensure client satisfaction.
• Maintain a high retention rate.
• Utilize AMS 360 for account management.
• Participate in team-building activities and contribute to a positive workplace culture.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience:
  • 3-5 years preferred, but open to candidates with varying levels of experience.
  • Candidates with strong energy and a willingness to learn are encouraged to apply.
• Technical Skills: Proficiency in AMS 360 and familiarity with top carriers such as Westfield, Auto-Owners, Hanover, Liberty Mutual/Safeco, and Progressive.

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