Commercial Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial insurance coverage.

Responsibilities include but are not limited to:

• Servicing a large, established book of business
• Preparing proposals, policy summaries and reviews
• Reviewing applications and contracts for accuracy
• Handling new and renewal business
• Working with multiple carriers, both admitted and non-admitted
• Retention for all accounts assigned

The ideal candidate will have the following qualifications:

• Deep understanding of multiple lines of commercial coverage
• Prior experience in a client facing role, building and maintaining relationships 
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues
• Experience working in an independent brokerage setting.
• Must carry an active P&C license.

Broker offers a competitive salary and additional incentives, a comprehensive benefits package, 401(k), and tuition and continuing ed reimbursement. Great potential for career growth.

#LI-IP1

Claims Adjuster – Insurance Agency

Location: Remote Limited NY and NJ experience required 
Salary: Open depending on experience 

Position Overview

Our client, an established insurance agency, is seeking an experienced Claims Adjuster / Claims Specialist to manage and advocate for clients throughout the claims process. This position will support claims across Commercial Lines, Personal Lines, and Employee Benefits and serve as a key liaison between clients, insurance carriers, adjusters, and internal account teams.

The ideal candidate will have direct insurance agency claims experience, strong knowledge of multiple lines of coverage, and hands-on experience working within Applied Epic.

Key Responsibilities

• Manage and coordinate claims across Commercial Lines, Personal Lines, and Employee Benefits accounts.

• Serve as the primary point of contact for clients throughout the claims process, providing proactive communication and guidance.

• Report claims to carriers and ensure all necessary documentation and supporting information is submitted accurately and promptly.

• Communicate directly with carrier claims adjusters, underwriters, account managers, producers, and other stakeholders.

• Advocate on behalf of agency clients to help facilitate timely and appropriate claim resolutions.

• Monitor open claims, maintain follow-up schedules, and proactively address delays or outstanding issues.

• Review claim activity and identify potential coverage concerns, trends, or issues requiring escalation.

• Maintain accurate and detailed claim documentation within Applied Epic.

• Assist Commercial Lines and Personal Lines clients with property, liability, auto, workers’ compensation, and other P&C-related claims.

• Support Employee Benefits claim issues and escalations involving medical, dental, disability, life, and other benefit programs.

• Partner with account management and production teams on complex or high-exposure claims.

• Participate in client claim reviews and provide updates on claim status, trends, and outstanding matters.

• Deliver a high level of client service while maintaining strong relationships with carrier claims teams.

Qualifications

• Prior claims experience within an insurance agency or brokerage environment required.

• Experience handling or coordinating claims across Commercial Lines and Personal Lines required.

• Experience with Employee Benefits claims and escalations strongly preferred.

• Applied Epic experience required.

• Strong understanding of insurance policies, coverage terminology, and the overall claims process.

• Experience communicating and negotiating with insurance carrier claims departments.

• Strong client advocacy, problem-solving, and relationship-management skills.

• Ability to manage multiple open claims and priorities simultaneously.

• Excellent written and verbal communication skills.

• Highly organized with strong attention to detail.

Ideal Background

The ideal candidate comes from an independent insurance agency or brokerage and has experience acting as the client's advocate rather than working solely from the carrier side. A well-rounded background supporting Commercial Lines, Personal Lines, and Employee Benefits clients, combined with strong Applied Epic knowledge, will be highly valued.

Personal Lines Account Manager - Hybrid

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role offers an exciting opportunity to manage a $2.6 million book of business, focusing on standard personal lines accounts. The ideal candidate will bring a customer-focused approach, strong organizational skills, and a passion for delivering exceptional service.

Compensation Package

• Salary Range: $55,000 - $75,000 (commensurate with experience)
• Incentives: Cross-sell and up-sell bonuses
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Arrangement: Hybrid (2 days work-from-home, 3 days in-office after 90 days)
• Additional Perks: Collaborative company culture, low turnover, and excellent benefits

Responsibilities

• Manage a $2.6 million book of business, with accounts averaging $4,000 in premium (up to $12,000).
• Provide end-to-end servicing of personal lines accounts, including renewals, policy changes, and client inquiries.
• Collaborate with the claims department and processors for administrative tasks such as certificates.
• Build and maintain strong relationships with clients, carriers, and internal teams.
• Utilize Applied EPIC software for account management and documentation.
• Identify opportunities for cross-selling and up-selling to enhance client portfolios.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license preferred; must obtain within six months if not currently licensed.
• Experience: Minimum of 2 years in personal lines insurance; candidates with captive experience are welcome to apply.
• Technical Skills: Proficiency in Applied EPIC software is a plus.
• Skills: Strong communication, organizational, and customer service skills.
• Work Ethic: Self-motivated, detail-oriented, and able to thrive in a collaborative team environment.

#LI-BH1

Personal Insurance Account Manager

Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service.

Qualifications:

• Previous experience working with personal lines coverage in a brokerage/agency setting.
• Experience maintaining client relationships.

• Negotiate with carrier underwriters on behalf of clients for best rates.

• Ability to handle new and renewal submission. 
• Prior experience quoting binding and issuing policies.
• Experience working with multiple carriers and rating systems.

• Overall account management.

Requirements:

• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold Property & Casualty License.

#LI-BJ1

E&S Underwriting Assistant (REMOTE)

Job Summary

A motivated and detail-oriented E&S Underwriting Assistant is needed to support underwriting operations for Excess & Surplus (E&S) lines. This remote position allows for flexible work from any location while being part of a dynamic organization.

The ideal candidate will have a strong background in underwriting support within commercial insurance, excellent organizational skills, and a commitment to collaboration.

Responsibilities

• Support E&S Underwriters in the review, analysis, and processing of submissions for new and renewal commercial insurance policies.
• Enter policy data accurately into underwriting systems, adhering to compliance guidelines and service standards.
• Prepare and compile underwriting information, policy documents, and endorsements.
• Communicate effectively with stakeholders, brokers, and agents to clarify application details or resolve inquiries.
• Monitor and manage the submission process, serving as the key point of contact for client account updates.
• Conduct market research and data collection to assist underwriters in pricing and risk analysis.
• Maintain records of underwriting decisions and documentation per company policies.
• Contribute to team projects aimed at improving workflows and underwriting processes.

Qualifications/Requirements

• Education and Experience:

  • High school diploma or equivalent required; Bachelor’s degree in business, finance, or a related field preferred.
  • Minimum 2 years of experience as an Underwriting Assistant or related role within commercial insurance, preferably within the E&S segment.

• Skills and Competencies:

  • Strong understanding of underwriting principles and processes in commercial insurance (E&S experience is highly desirable).
  • Proficient in Microsoft Office Suite (Excel, Word, Outlook); familiarity with underwriting or policy administration systems is a plus.
  • Exceptional attention to detail with the ability to handle multiple tasks and meet deadlines.
  • Strong written and verbal communication skills with experience engaging diverse stakeholders.
  • Self-motivated and able to work independently in a virtual 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-BR1

Senior Client Manager – Commercial Lines

Job Summary

Seeking experienced Commercial Lines professionals to join a team as Senior Client Managers. These positions will begin as temporary assignments with the potential to transition into permanent roles based on performance and business needs. This is an excellent opportunity for individuals with a strong commercial insurance background and a commitment to delivering exceptional client service.

Responsibilities

• Manage and maintain a portfolio of commercial lines clients, ensuring a high level of service and responsiveness.

• Provide guidance and support regarding commercial insurance products, coverages, and service needs.

• Build and maintain strong relationships with clients, carriers, and internal stakeholders.

• Handle policy renewals, endorsements, certificates, and other servicing requests accurately and efficiently.

• Assist clients with coverage questions and policy-related inquiries.

• Stay current on industry trends, carrier offerings, and regulatory changes impacting commercial insurance.

• Collaborate with team members to identify opportunities for process improvements and enhanced client satisfaction.

Qualifications/Requirements

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

• Commercial Lines insurance experience required.

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

• Excellent verbal and written communication skills.

• Strong attention to detail and commitment to accuracy.

• Ability to work effectively in a collaborative team environment.

• Proficiency with agency management software and standard business applications preferred.

Compensation Package

• Salary: $72,000 annually.

• Competitive benefits package, paid time off, professional development opportunities, etc.

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-CH3
#LI-NR1

Company Overview

Our client is a respected third-party administrator (TPA) providing comprehensive claims management solutions to commercial clients nationwide. They are seeking a Senior Commercial General Liability Claims Examiner to handle complex liability claims with a focus on habitational and commercial real estate exposures.

COMPENSATION:

• $80,000 - $92,000/year (based on experience)
• Comprehensive benefits package including medical, dental, vision, and 401(k)
• Paid time off and paid holidays
• Fully remote work environment with flexibility

JOB QUALIFICATIONS:

• 5+ years of Commercial General Liability claims handling experience
• Demonstrated experience handling habitational and/or commercial real estate liability claims
• Prior experience working for a TPA or in a high-volume commercial claims environment preferred
• Strong litigation management and settlement negotiation skills
• Ability to independently manage a full caseload with minimal supervision

JOB RESPONSIBILITIES:

• Independently manage complex Commercial General Liability (CGL) claims, including litigated matters
• Handle claims arising from habitational and commercial real estate exposures (e.g., apartments, condos, mixed-use properties, office buildings)
• Conduct thorough investigations including coverage analysis, liability evaluation, and damages assessment
• Establish and manage reserves in accordance with client guidelines and best practices
• Coordinate with defense counsel on litigated claims, including strategy, discovery, and settlement evaluation
• Evaluate and negotiate settlements within assigned authority
• Communicate effectively with insureds, claimants, attorneys, and clients
• Ensure compliance with applicable jurisdictional regulations and client-specific service instructions
• Document claim activity accurately and timely within the claims management system
• Identify subrogation opportunities and potential fraud indicators

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-MW1

Personal Lines Agent - New Business

Job Summary

Seeking a dedicated and experienced Personal Lines Agent to join a team. This role focuses on quoting, binding, and servicing personal insurance policies while providing exceptional customer service. The ideal candidate will have a strong background in Property & Casualty insurance, excellent communication skills, and a passion for helping clients secure the coverage they need. This is a hybrid position, requiring four days in-office and one day remote per week.

Compensation Package

• Salary: $60,000 - $65,000 annually
• Work Schedule: Hybrid (4 days in-office, 1 day remote)
• Benefits: Comprehensive benefits package available

Responsibilities

• Quote and bind personal insurance policies.
• Process endorsements and handle client coverage inquiries.
• Conduct account reviews to ensure clients have appropriate coverage.
• Provide exceptional customer service to retain and grow the personal lines book of business.
• Collaborate with team members to meet departmental goals and objectives.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years in a P&C insurance role.
• Skills:
  • Strong knowledge of personal lines insurance products.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with strong organizational abilities.
  • Proficient in insurance software and technology tools.
• Work Environment: Ability to work in a hybrid setting (4 days in-office, 1 day remote).

#LI-CS1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role is essential to managing and supporting a book of business that includes both personal and select commercial lines accounts. The ideal candidate will bring a strong background in insurance, exceptional organizational skills, and a proactive approach to client service. This position offers a hybrid work environment after a probationary period, with opportunities to contribute to a dynamic and growing team.

Compensation Package

• Salary Range: $60,000 – $75,000 annually, commensurate with experience.
• Work Schedule: Hybrid (4 days in-office, 1 day remote after probation).
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a book of business comprising 80% personal lines and 20% select commercial lines accounts.
• Handle back-end account management tasks, including quoting, renewals, and cross-selling/up-selling opportunities.
• Provide exceptional client service by addressing inbound inquiries and proactively managing client needs.
• Collaborate with team members to ensure seamless account transitions and workload balance.
• Utilize AMS software to maintain accurate records and streamline account management processes.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 2 years of insurance experience, preferably with a background in independent agencies or captive environments.
  • Familiarity with Travelers and Liberty Mutual products is a plus.
• Technical Skills: Proficiency in AMS software or similar account management systems.
• Soft Skills:
  • Strong organizational and time-management abilities.
  • Excellent communication and interpersonal skills.
  • Proactive problem-solving mindset.
  • Attention to detail and accuracy in managing accounts.
  • Ability to work collaboratively in a team-oriented environment.

#LI-AK3

Commercial Lines Technical Assistant

Job Summary

Seeking a detail-oriented and dependable Commercial Lines Technical Assistant to support a Commercial Lines team. This role is responsible for assisting with policy servicing, certificate processing, account documentation, and other administrative functions that help ensure accurate and efficient client service.

The ideal candidate will have prior Commercial Lines insurance experience, strong attention to detail, and the ability to manage multiple priorities in a collaborative environment. This is an onsite position with opportunities for continued professional development.

Responsibilities

• Issue standard certificates of insurance using approved templates and verify certificate holder information for accuracy.

• Handle custom certificate wording and time-sensitive certificate requests.

• Review certificates for accuracy and resolve discrepancies involving certificate holders, carriers, or policy information.

• Enter and maintain accurate policy and client data in AMS360.

• Process endorsements, cancellations, reinstatements, audits, and other policy servicing transactions.

• Review endorsements and policy documents for accuracy and completeness.

• Support Account Managers throughout renewal cycles, including obtaining loss runs and assisting with exposure information.

• Assist with preparation of quote summaries and other account documentation as needed.

• Complete assigned servicing and processing tasks within established turnaround expectations.

• Maintain accurate documentation and filing in accordance with agency procedures.

Qualifications/Requirements

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

• Prior experience in a Commercial Lines insurance support, servicing, or account management role.

• Experience with AMS360 required.

• High school diploma or equivalent required.

• Additional insurance education, certifications, or professional designations are a plus.

• Strong attention to detail and organizational skills.

• Ability to manage multiple priorities and meet deadlines.

• Effective written and verbal communication skills.

• Ability to work collaboratively in a team-oriented environment.

Compensation Package

• Salary Range: $45,000 – $70,000 annually, depending on experience

• Benefits: Comprehensive benefits package

• Profit-Sharing: Eligibility available after meeting applicable tenure requirements

• Work Arrangement: Onsite

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-ZS1