Commercial Client Executive

Responsibilities:

• Client Relationship Management:
  • Cultivate and manage relationships with key clients in the large market segment.
  • Serve as the primary point of contact for senior-level executives within client organizations.
  • Understand clients' business strategies and risk management needs.
• Strategic Planning:
  • Develop and implement strategic account plans to address clients' long-term insurance and risk management objectives.
  • Collaborate with clients to identify opportunities for expanding insurance coverage and services.
• Risk Analysis and Consultation:
  • Conduct in-depth risk assessments for large market clients, analyzing complex insurance needs.
  • Provide strategic risk management advice and consult on the development of comprehensive risk mitigation strategies.
• Policy Design and Negotiation:
  • Work closely with underwriters to design customized insurance programs tailored to meet clients' specific requirements.
  • Negotiate policy terms, conditions, and pricing to achieve optimal coverage for clients.
• Contract Reviews:
  • Review and analyze client contracts to identify potential insurance exposures.
  • Provide recommendations for contractual risk transfer and risk allocation strategies.
• Claims Advocacy:
  • Act as a dedicated advocate for clients during the claims process, ensuring timely and fair resolution.
  • Collaborate with claims specialists to manage complex and high-value claims.
• Financial Analysis:
  • Conduct financial analyses to assess the impact of insurance programs on clients' budgets and financial performance.
  • Provide financial reporting and analysis to clients on a regular basis.
• Cross-Functional Collaboration:
  • Collaborate with internal teams, including underwriting, risk engineering, and legal, to deliver comprehensive solutions to clients.
  • Work closely with the sales team to identify upselling and cross-selling opportunities.
• Market Knowledge:
  • Stay informed about market trends, insurance products, and emerging risks affecting the large market segment.
  • Provide market insights and updates to clients.
• Compliance and Regulatory Oversight:

• • Ensure compliance with industry regulations, company policies, and legal requirements.
  • Stay abreast of changes in legislation and regulatory frameworks impacting large market clients.

Qualifications:

• Education:
  • Bachelor's degree in Business, Finance, Insurance, or a related field. Advanced degrees or professional certifications are advantageous.
• Experience:
  • Extensive experience as a Commercial Account Manager, with a focus on serving large market clients.
  • Proven success in managing and growing client portfolios.
• Industry Knowledge:
  • In-depth knowledge of commercial insurance products, coverages, and risk management strategies, especially in the large market segment.
• Leadership Skills:
  • Strong leadership skills with the ability to guide and mentor junior team members.
  • Proven ability to lead complex client negotiations.
• Communication and Presentation Skills:
  • Exceptional communication skills, including the ability to present complex insurance concepts to senior-level executives.
  • Proficient in preparing and delivering impactful presentations.
• Analytical Skills:
  • Advanced analytical and problem-solving skills for assessing complex risk scenarios and designing tailored insurance solutions.
• Relationship Building:
  • Proven ability to build and maintain strong, long-term relationships with clients and internal stakeholders.
• Technology Proficiency:
  • Proficient in using insurance management software, data analytics tools, and Microsoft Office Suite.

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-RM10

Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager to join a growing team. This role offers the opportunity to work with a diverse portfolio of clients in the hospitality and retail sectors, supporting both large, complex accounts and smaller, emerging clients. The ideal candidate will bring a client-first approach, a passion for the insurance industry, and a strong background in commercial lines.

Compensation Package

• Salary Range: $80,000 - $100,000 (up to $105,000 for highly qualified candidates)
• 401(k): 5% total match with a 7% employee contribution
• Work Arrangement: Hybrid (3 days in-office for the first month, then 1 day per week in-office thereafter)
• Benefits: Comprehensive benefits package available upon request

Responsibilities

• Assist the Account Executive (AE) in managing the largest and most complex accounts, including renewal efforts, endorsements, and certificates.
• Partner directly with smaller and emerging clients to handle renewals, marketing, and day-to-day service needs.
• Quote new and renewal business as required.
• Provide exceptional service to clients in the hospitality and retail sectors, with account sizes ranging from $50,000 to $2 million in premium.
• Support a book of business generating $1.8 million in revenue.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 5+ years of experience in commercial lines account management.
  • Strong expertise in Workers’ Compensation, Property, and Inland Marine.
  • Experience with Ocean Marine and Commercial Auto is a plus.
  • Prior experience working with large restaurant chains and the retail sector is highly desirable.
• Technical Skills: Proficiency in AMS 360 software.
• Soft Skills:
  • Passionate about the insurance industry and eager to learn.
  • Client-focused with a commitment to delivering exceptional service.
  • Strong organizational and multitasking abilities.
  • Collaborative and professional demeanor.
  • Excellent communication and problem-solving skills.

#LI-DM2

Employee Benefits Producer

Job Summary

Seeking dynamic and motivated Employee Benefits Producers to join a growing team. This role is ideal for professionals with a strong background in employee benefits and sales who are eager to contribute to a close-knit, team-oriented environment. The position involves a mix of prospecting, networking, quoting, and selling employee benefits solutions to small and larger market accounts. With a focus on growth, this is an excellent opportunity for individuals looking to advance their careers while enjoying the support of a dedicated service staff and access to equity opportunities.

Compensation Package

• Base Salary: Draw-based salary up to $150,000, with a 2-3 year validation period.
• Commission Structure: 40% on new business and 25% on renewals.
• Additional Benefits:
  • Equity in the company.
  • Sign-on bonus.
  • Comprehensive benefits package, including 401(k).
• Work Environment: Hybrid or remote options available, with offices in San Ramon and Petaluma. Candidates in the Bay Area are preferred, but remote candidates from Southern California will also be considered.

Responsibilities

• Develop and maintain a book of business through prospecting, networking, and relationship building.
• Provide tailored employee benefits solutions to small and larger market accounts (2-1,000 employees).
• Collaborate with a dedicated service staff to ensure seamless client support and satisfaction.
• Conduct open enrollment meetings and provide ongoing client education.
• Utilize software tools such as Ease and Navigator for quoting and account management.
• Meet or exceed sales targets and contribute to the overall growth of the organization.

Qualifications/Requirements

• Licenses/Certifications: Active Life and Health license required.
• Experience: Minimum of 2 years in employee benefits and sales.
• Technical Skills: Proficiency in using Ease and Navigator software is preferred.
• Soft Skills:
  • Self-motivated and goal-oriented.
  • Strong interpersonal and communication skills.
  • Ability to work collaboratively in a team environment.
  • Timely and organized in managing tasks and client interactions.
  • A positive and professional demeanor.

#LI-CW5

CLAM Position

Job Summary

Seeking a dedicated and detail-oriented professional to join a team as a CLAM. This role is an excellent opportunity for individuals with a strong background in [industry/field] who are looking to grow their careers in a dynamic and collaborative environment. Reporting directly to the Team Lead, you will play a key role in managing medium to large accounts, with opportunities for professional development and career advancement within the organization.

Compensation Package

• Salary Range: $55,000–$75,000 annually, commensurate with experience (flexible for highly experienced candidates).
• Benefits: Comprehensive benefits package, including a 401(k) match.
• Work Arrangement: Hybrid/In-person, with a team-oriented and fast-paced work environment.

Responsibilities

• Manage and oversee a portfolio of medium to large accounts, with occasional involvement in smaller accounts.
• Collaborate with team members to ensure seamless service delivery and client satisfaction.
• Utilize EPIC software to maintain accurate records and streamline processes.
• Contribute to the team’s success by participating in internal growth initiatives and professional development programs.
• Support the team in achieving departmental goals and maintaining a high standard of performance.

Qualifications/Requirements

• Experience:
  • Minimum of 1+ years of relevant experience (required).
  • 2–5 years of experience preferred.
• Technical Skills: Proficiency in EPIC software is highly desirable.
• Soft Skills:
  • Strong team-oriented mindset with a collaborative approach.
  • Ability to thrive in a fast-paced environment.
  • Excellent communication and organizational skills.
• Education: Commitment to continued education and professional development is highly valued.

#LI-JS1

Commercial Lines Associate Account Manager (Remote in DMV)

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Associate Account Manager to join a team. As a part of the team, you will play a key role in supporting the commercial lines operations, ensuring exceptional service to the clients. This is an excellent opportunity to join a well-established, full-service independent insurance brokerage that has been serving clients since 1914.

Compensation Package

• Salary Range: $40,000 - $50,000 per year
• Benefits: Comprehensive benefits package offered
• Remote Work: Fully remote position (DMV or Pennsylvania)
• Travel: No travel required

Responsibilities

• Process change requests, endorsements, certificates of insurance, audits, auto ID cards, evidence of property insurance, and other insurance documents.
• Handle billing and invoicing tasks.
• Prepare premium finance agreements.
• Check and process renewal policies.
• Serve as a backup for the front desk, including answering phones and distributing mail/email.
• Quote new and renewal accounts online.
• Provide exceptional support for general business accounts with premiums under $25,000, specializing in janitorial risk on a nationwide basis.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 2 years of experience in an independent insurance agency, preferably in a Commercial Lines (CL) role. Candidates with prior experience as a Customer Service Representative (CSR) or Associate Account Manager (AAM) are highly preferred.
• Technical Skills: Proficiency in Applied EPIC software is required.
• Attention to Detail: Strong organizational skills and the ability to manage multiple tasks efficiently.
• Customer Service: Excellent communication and interpersonal skills to provide outstanding client support.

#LI-KD1

Paralegal

Job Summary

Our client is seeking a highly skilled and experienced Paralegal to join their team. Under the direction of the Chief Legal Officer, the Paralegal will provide specialized legal and administrative support across legal, claims, governance, and operational functions. This role plays a key part in managing legal and contractual matters, ensuring compliance, and supporting efficient day-to-day operations. The main responsibilities will be responding to requests under the Public Records Act and pursuant to subpoenas issued.  The position will also be responsible for maintaining all contracts entered.  This will include review and recommendations on contract language.  Assistance may be needed with the issuance of Certificates of Insurance.  

Compensation Package

• Salary Range: $100,000 - $150,000 per year
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Review, draft, revise, and help negotiate contracts, agreements, amendments, and other legal documents related to the JPA Property & Liability Program.
• Evaluate contract language for consistency, legal sufficiency, risk transfer, indemnification, insurance requirements, and compliance standards and public agency requirements.
• Conduct legal and regulatory research related to public entity liability, contract law, Education Code, Government Code, the California Public Records Act, records retention, and other matters.
• Assist with the coordination and response to California Public Records Act requests, including gathering records, tracking deadlines, and supporting compliant responses.
• Support claims and litigation activities by organizing files, tracking deadlines, preparing materials, and coordinating with outside counsel, third-party administrators, brokers, investigators, and consultants.
• Prepare legal correspondence, summaries, reports, and Board or committee materials for attorney review and organizational use.
• Monitor legal, contractual, litigation, and compliance deadlines and support timely follow-up and resolution.
• Serve as a liaison with internal departments and external partners on routine legal, contractual, claims, and compliance matters.

Qualifications/Requirements

• A bachelor’s degree in a related field (Paralegal Degree or Juris Doctorate preferred).
• Contract review and drafting experience
• Claim management or litigation experience with schools, colleges, or public entities preferred.
• Familiarity with California Government and Education codes preferred.
• Excellent oral and written communication skills
• Excellent organizational and recordkeeping skills.

#LI-ET1

Claims Manager

Reports to: Personal Lines Vice President

Location: Southern Maine

Why Us

We’re more than a workplace—we’re a third-generation, family-owned agency that believes in meaningful work, lasting client relationships, and a healthy work-life balance. If you thrive in a collaborative, supportive environment and enjoy helping people, we want to hear from you!

Why This Role

We are seeking a Claims Manager to report directly to the Personal Lines Vice President. In this full-time role, you will lead the charge in facilitating efficient claims resolutions (80%) while providing specialized loss control support to clients (20%). This role combines problem-solving, relationship management, and real impact.

In this role, you will:

· Guide clients through the claims process in a timely manner with empathy and expertise

· Advocate for clients on coverage denials, Reservation of Rights letters and high-exposure settlements

· Build relationships that foster client and carrier trust, loyalty, and long-term retention

· Partner with producers and the Commercial Lines Manager to develop tailored risk management strategies for clients

· Stay current on legal, regulatory and market changes that may impact claims and ability to mitigate risk

· Keep client records up to date in AMS360 or claims database with accurate notes and activity

· Provide input to the Partners on how to improve coverage language or limits based on claim outcome and emerging risks

· Conduct risk assessments and loss analyses

· Collaborate with insurance carriers on renewal negotiations

What We Offer

· Starting salary of $60,000+, depending on experience

· Medical, dental, and vision insurance

· Life and disability insurance

· 401(k) with employer contributions

· Generous PTO + paid holidays

· Paid volunteer time

· Paid continuing education & bonuses for earning designations

· A supportive team that celebrates your success and invests in your future

What You Need to Bring

• Active Property & Casualty Producer and/or Adjuster license (required)
• Preferred credentials: CIC, AIC, CRM
• Technical expertise in Property & Casualty coverage lines
• Experience as a Claims Manager 5+ years
• Strong communication skills and negotiation skills to achieve favorable claim outcomes and influence carrier decisions on behalf of clients
• Ability to thrive in a fast-paced team environment
• Self-motivated with a demonstrated ability to problem solve and manage time effectively
• Highly organized and detail-focused
• Professional, friendly, and patient demeanor
• Ability to travel occasionally for large claims and loss control meeting

Are You Ready?

If you're ready to grow your career in a place where you're supported, challenged, and appreciated—we’d want to hear from you.

Equal opportunity employer. Opportunities for employees and applicants for employment are made without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws.Insurance Equal opportunity employer. We welcome applicants from all backgrounds.

#LI-BD1

P&C Insurance Producer

An established insurance agency is seeking an experienced P&C Insurance Producer with a strong hunter mentality. The ideal candidate will have a comprehensive understanding of Property and Casualty (P&C) insurance, excel at networking, and possess a consultative approach to identifying and meeting client and broker needs.

Key Responsibilities

• Develop new business opportunities and maintain strong relationships within the assigned territory.
• Apply creative and strategic thinking to overcome obstacles and achieve sales goals.
• Provide consultative sales solutions tailored to client and broker requirements.
• Collaborate with internal teams while maintaining the ability to work independently.
• Partner with multiple carriers to market and grow the agency’s network.
• Utilize strong communication and problem-solving skills to ensure client satisfaction.

Qualifications

• Prior sales experience within the insurance industry.
• Excellent verbal and written communication skills, including professional telephone etiquette.
• Strong networking and relationship-building abilities.
• Willingness to travel within the assigned territory.
• Holds an active P&C (Property and Casualty) insurance license.

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-BJ1

Commercial Insurance Account Manager | Primarily Remote-Atlanta

Job Summary: A reputable agency is in search of a detail-oriented individual with a thorough understanding of commercial lines insurance coverages. The ideal candidate will be well-versed in both admitted and non-admitted carriers' coverage lines.

Description: The preferred candidate should possess the following qualifications:

• Demonstrated ability to manage a substantial, established book of business.
• Previous experience in client-facing roles.
• Proficiency in various insurance products and maintaining client relationships.
• Capability to handle new and renewal submissions efficiently.
• Competence in reviewing insurance contracts for inaccuracies.
• Proficient in processing endorsements, placement requests, and invoicing.
• Ability to complete and prepare certificates, proposals, policy summaries, and reviews.
• Thoroughly check policy coverage and endorsements on all new business and renewals.
• Can work independently or collaboratively as part of a team.
• Directly responsible for retaining all accounts assigned to the team.
• Apply problem-solving skills to address various issues such as cancellations, claims, renewal matters, audits, receivables, and carrier issues.

Requirements:

• Must hold an active P&C license.
• Minimum of 3 years of experience in account management.
• Above-average computer skills, with the ability to become proficient in various necessary programs.

#LI-DR1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a growing and dynamic team. This role is integral to providing exceptional service to clients, managing a diverse portfolio of accounts, and supporting producers. If you are a motivated professional looking to build a long-term career in a family-oriented, value-driven, and flexible agency, we encourage you to apply.

Compensation Package

• Salary: $75,000 - $85,000 annually + bonus opportunities
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide comprehensive service to clients, ensuring their needs are met with professionalism and efficiency
• Support producers by handling policy changes, issuing certificates of insurance, and reviewing policies
• Manage renewals, process client requests, and perform policy changes
• Work with a variety of industries, including contractors, landscapers, and sanitation, with account sizes up to $1 million
• Maintain and service a book of business totaling $4.3 million in premium
• Utilize EPIC software for daily operations

Qualifications/Requirements

• Minimum of 3 years of experience in a similar role (2-4 years preferred)
• Active Property & Casualty (P&C) and Life & Health (L&H) licenses
• Proficiency in EPIC software is preferred
• Strong organizational and communication skills
• Ability to work collaboratively in a team-oriented environment
• Commitment to professional growth and staying updated on industry trends

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-JS1