Personal Insurance Account Manager 

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

Qualifications:

• Previous experience working with personal lines coverages 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-IP1

Commercial - Business Development Representative / Producer

Job Summary

Seeking motivated and driven individuals to join a growing Commercial Sales team as Business Development Representatives (with a path to becoming a Producer) or experienced Producers. This is an exciting opportunity to work in a dynamic environment, develop your skills, and contribute to the expansion of a commercial sales department. Whether you are new to the industry or bring a wealth of experience, committed to supporting your growth and success.

Compensation Package

• Starting Salary: $65,000 (during training, with limited commission opportunities). Compensation structure will evolve as you grow in the role.
• Experienced Candidates: Flexible compensation options, including a draw/declining base or other tailored arrangements. We are open to purchasing an existing book of business if applicable.
• Benefits: Comprehensive benefits package
• Work Environment: Onsite initially, with the potential for a hybrid schedule (Tuesday-Thursday onsite) once fully developed.

Responsibilities

• Collaborate with experienced producers to set appointments, shadow client interactions, and learn the art of closing deals.
• Engage in training programs to develop expertise in commercial sales and insurance products.
• For experienced candidates, manage and grow a book of business, providing exceptional service to clients.
• Utilize EPIC software to manage accounts and streamline processes.
• Contribute to the growth and success of the commercial sales team under the guidance of the Director of Commercial Sales.

Qualifications/Requirements

• Licensing: Property & Casualty (P&C) license preferred. If not currently licensed, we will provide support to obtain the necessary credentials.
• Experience: Open to candidates with varying levels of experience. Prior experience in sales, business development, or insurance is a plus.
• Technical Skills: Familiarity with EPIC software is preferred but not required.
• Soft Skills:
  • Coachable and eager to learn.
  • Driven and self-motivated, with a background in athletics or military service being a plus.
  • Strong interpersonal and communication skills.
  • Ability to work collaboratively in a team-oriented environment.
  • Goal-oriented with a focus on achieving results.

#LI-CS1

Senior Commercial Lines CSR

Job Summary

Seeking a highly skilled and experienced Senior Commercial Lines Customer Service Representative (CSR) to join a team. This role is ideal for a professional who thrives in a collaborative environment and is passionate about delivering exceptional service to clients. While this is not a leadership role, there is potential for growth into a Team Lead or Commercial Lines Service Manager position for candidates who demonstrate leadership capabilities and a desire to advance.

The ideal candidate will have a strong background in commercial insurance, particularly in servicing churches, non-profits, and faith-based organizations. Experience with Applied Epic is essential, and familiarity with Erie Insurance is a significant advantage. This position offers a hybrid work arrangement, with a preference for candidates located within 45 minutes of the Harrisburg/Mechanicsburg area.

Compensation Package

• Salary Range: $85,000 - $95,000 annually (flexible up to $100,000 - $105,000 for candidates with Team Lead or Service Manager experience).
• Benefits:
  • 100% employer-paid health insurance for employees (partial coverage for dependents).
  • 3% IRA match.
  • Paid Time Off (PTO): Starts at 10-11 days, with a maximum of 25 days (negotiable to start at 15-16 days).
• Additional Perks:
  • Commission opportunities for candidates with a sales component.
  • Hybrid work flexibility (2-3 days in-office preferred).
  • Fully remote option available for exceptional candidates.

Responsibilities

• Manage and service a book of commercial lines business, primarily focused on churches, non-profits, and faith-based organizations.
• Handle Certificates of Insurance (COIs), policy change requests, vehicle additions, account renewals, and Acord submissions as required.
• Collaborate with producers who handle on-the-ground client interactions, while managing back-office servicing tasks.
• Utilize Applied Epic to process and manage workflows efficiently.
• Provide occasional training and guidance to team members on Epic and best practices.
• Contribute to a team-oriented approach to servicing accounts, ensuring smooth workflow and communication.

Qualifications/Requirements

• Experience:
  • Extensive experience in commercial lines insurance, with a focus on servicing churches, non-profits, and faith-based organizations.
  • Applied Epic experience is mandatory.
  • Erie Insurance experience is a significant plus.
  • Non-profit insurance experience is highly desirable.
• Skills:
  • Strong organizational and multitasking abilities.
  • Excellent communication and interpersonal skills, with the ability to foster collaboration within the team.
  • Proficiency in handling COIs, policy changes, renewals, and Acord submissions.
• Location:
  • Preference for candidates within 45 minutes of Harrisburg/Mechanicsburg, PA.
  • Hybrid work arrangement (2-3 days in-office) preferred, but fully remote candidates will be considered if highly qualified.
• Other:
  • Comfortable working with faith-based organizations, though a personal faith background is not required.
  • Willingness to participate in a virtual interview followed by an in-person meeting.

#LI-CS1

Licensed Property & Casualty Insurance Specialist

Job Summary

Seeking a dedicated and experienced Licensed Property & Casualty Insurance Specialist to join a team. The ideal candidate will possess a valid 2-20 Property & Casualty General Lines License and demonstrate expertise in personal and commercial lines insurance. If you are passionate about delivering exceptional client service, have a strong understanding of insurance regulations, and thrive in a fast-paced environment, we encourage you to apply.

Compensation Package

• Competitive salary commensurate with experience
• Comprehensive benefits package, including health, dental, and vision insurance
• Paid time off and holidays
• Opportunities for professional development and career advancement

Responsibilities

• Utilize your valid 2-20 Property & Casualty General Lines License to provide expert guidance to clients on insurance policies.
• Leverage your knowledge of HOA/COA insurance (preferred) to address client needs effectively.
• Stay proficient in the rules and regulations governing personal and commercial lines insurance to ensure compliance and accuracy.
• Engage with clients in a friendly, professional, and empathetic manner, actively listening to their concerns and providing tailored solutions.
• Manage high-volume phone and email inquiries with efficiency and attention to detail, ensuring timely and accurate responses.

Qualifications/Requirements

• Valid 2-20 Property & Casualty General Lines License is required.
• Prior experience with HOA/COA insurance is preferred.
• Strong knowledge of personal and commercial lines insurance rules and regulations.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Proven ability to handle high-volume phone and email requests in a professional and organized manner.
• Detail-oriented with strong problem-solving skills and the ability to multitask effectively.

#LI-ZS1

CA Workers’ Compensation Claims Adjuster

Summary

Seeking an experienced CA Workers’ Compensation Claims Adjuster with strong communication and organizational skills. The ideal candidate brings extensive claims handling experience, holds (or is in the process of obtaining) a SIP license, and is comfortable supporting a varied caseload. Public entity experience is preferred.

Responsibilities

• Manage a diverse caseload of workers’ compensation claims, including varying levels of complexity
• Communicate effectively with clients, vendors, and internal stakeholders
• Support fellow adjusters and assist with complex client interactions
• Take on additional assignments as needed, with opportunities for supplemental compensation

Qualifications

• Minimum of 3 years of experience handling workers’ compensation claims
• Experience with working with carriers 
• Demonstrated ability to manage a high-volume caseload while maintaining accuracy and attention to detail
• Strong communication, problem-solving, and organizational skills

Day-to-Day
This role involves managing workers’ compensation claims, providing timely communication to all involved parties, coordinating with internal teams, and applying critical thinking to resolve issues efficiently. Adaptability and professionalism are essential in supporting both routine and complex claim activities.

Compensation Package

• Competitive salary range of $90K – $110K (depending on experience)
• Remote work available with company-provided equipment
• Growth opportunities within the organization and industry

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

Senior TX Workers’ Compensation Claims Adjuster

Summary
Our client is a growing Third-Party Administrator (TPA) dedicated to providing exceptional claims management services to self-insured employers, insurance carriers, and public entities. Our team is committed to delivering timely, accurate, and customer-focused claims handling while maintaining compliance with all applicable regulations. We are seeking an experienced Senior Texas Workers’ Compensation Claims Adjuster to manage a caseload of Texas workers’ compensation claims from inception through closure. The ideal candidate will possess strong technical expertise, excellent communication skills, and a thorough understanding of Texas workers’ compensation laws and regulations. 

Compensation Package

• $80,000 - $100,000/year
• Medical, dental, and vision insurance
• Remote work flexibility

Responsibilities

• Investigate, evaluate, negotiate, and resolve Texas workers’ compensation claims in accordance with state statutes, client guidelines, and company best practices.
• Manage a full caseload of indemnity and medical-only claims from assignment through closure.
• Conduct timely contacts with injured employees, employers, medical providers, attorneys, and other involved parties.
• Analyze compensability, liability, medical treatment plans, wage information, and disability status.
• Establish and maintain appropriate claim reserves based on exposure and claim development.
• Authorize and coordinate medical treatment within Texas workers’ compensation guidelines.
• Monitor claim progress and proactively identify opportunities for early resolution and cost containment.
• Prepare and file required documentation with the Texas Department of Insurance, Division of Workers’ Compensation (DWC).
• Negotiate settlements and participate in mediations, benefit review conferences, and other dispute resolution proceedings as needed.
• Collaborate with nurse case managers, defense counsel, vocational rehabilitation specialists, and other vendors.
• Maintain accurate and comprehensive claim documentation within the claims management system.
• Ensure compliance with all regulatory requirements, client service standards, and internal performance metrics.
• Provide exceptional customer service while maintaining positive relationships with clients and stakeholders.

Qualifications

• Minimum of 5 years of Texas workers’ compensation claims adjusting experience.
• Strong knowledge of Texas Workers’ Compensation statutes, regulations, and claims-handling procedures.
• Active TX Adjuster's License
• Experience handling indemnity claims with varying levels of complexity.
• Ability to independently manage a caseload while meeting productivity and quality standards.
• Excellent investigative, analytical, negotiation, and decision-making skills.
• Strong written and verbal communication abilities.
• Proficiency with claims management systems and Microsoft Office applications.
• Ability to prioritize competing demands and work effectively in a fast-paced 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-MW1

Senior TX Workers’ Compensation Claims Adjuster

Summary
Our client is a growing Third-Party Administrator (TPA) dedicated to providing exceptional claims management services to self-insured employers, insurance carriers, and public entities. Our team is committed to delivering timely, accurate, and customer-focused claims handling while maintaining compliance with all applicable regulations. We are seeking an experienced Senior Texas Workers’ Compensation Claims Adjuster to manage a caseload of Texas workers’ compensation claims from inception through closure. The ideal candidate will possess strong technical expertise, excellent communication skills, and a thorough understanding of Texas workers’ compensation laws and regulations. 

Compensation Package

• $80,000 - $100,000/year
• Medical, dental, and vision insurance
• Remote work flexibility

Responsibilities

• Investigate, evaluate, negotiate, and resolve Texas workers’ compensation claims in accordance with state statutes, client guidelines, and company best practices.
• Manage a full caseload of indemnity and medical-only claims from assignment through closure.
• Conduct timely contacts with injured employees, employers, medical providers, attorneys, and other involved parties.
• Analyze compensability, liability, medical treatment plans, wage information, and disability status.
• Establish and maintain appropriate claim reserves based on exposure and claim development.
• Authorize and coordinate medical treatment within Texas workers’ compensation guidelines.
• Monitor claim progress and proactively identify opportunities for early resolution and cost containment.
• Prepare and file required documentation with the Texas Department of Insurance, Division of Workers’ Compensation (DWC).
• Negotiate settlements and participate in mediations, benefit review conferences, and other dispute resolution proceedings as needed.
• Collaborate with nurse case managers, defense counsel, vocational rehabilitation specialists, and other vendors.
• Maintain accurate and comprehensive claim documentation within the claims management system.
• Ensure compliance with all regulatory requirements, client service standards, and internal performance metrics.
• Provide exceptional customer service while maintaining positive relationships with clients and stakeholders.

Qualifications

• Minimum of 5 years of Texas workers’ compensation claims adjusting experience.
• Strong knowledge of Texas Workers’ Compensation statutes, regulations, and claims-handling procedures.
• Active TX Adjuster's License
• Experience handling indemnity claims with varying levels of complexity.
• Ability to independently manage a caseload while meeting productivity and quality standards.
• Excellent investigative, analytical, negotiation, and decision-making skills.
• Strong written and verbal communication abilities.
• Proficiency with claims management systems and Microsoft Office applications.
• Ability to prioritize competing demands and work effectively in a fast-paced 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-MW1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join our growing team. This role is integral to a mission of building strong relationships with a clients and delivering exceptional service. The ideal candidate will have a passion for learning, a commitment to integrity, and a desire to contribute to a collaborative and flexible work environment. This is a hybrid position, requiring in-office presence on Mondays, Wednesdays, and Fridays, with remote work on Tuesdays and Thursdays.

Compensation Package

• Salary: $55,000 - $65,000 annually, based on experience.
• Benefits: Comprehensive package including medical, dental, long-term disability (LTD), short-term disability (STD), and a Health Savings Account (HSA) with a $5,000 deductible (agency covers $2,500).
• Paid Time Off (PTO): Approximately 15 days, plus 5 sick days and holidays.

Responsibilities

• Manage personal lines accounts, including quoting new and renewal business.
• Build and maintain strong relationships with clients, ensuring their insurance needs are met.
• Utilize Applied Systems software to manage client accounts and documentation.
• Collaborate with team members in a flexible and supportive environment.
• Uphold the company's commitment to integrity and exceptional customer service.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required; additional designations are a plus.
• Experience: Minimum of 1 year of experience in an independent insurance agency setting.
• Technical Skills: Proficiency in Applied Systems software is preferred.
• Soft Skills:
  • Eagerness to learn and grow within the role.
  • Strong sense of integrity and professionalism.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively in a team-oriented environment.
  • Detail-oriented with strong organizational skills.

#LI-MT1

Benefits Advocate

Job Summary

Seeking a dedicated and detail-oriented Benefits Advocate to join our growing team. In this role, you will play a vital part in supporting our clients by addressing their employee benefits needs, ensuring seamless plan administration, and delivering exceptional customer service. This is an excellent opportunity for a professional with a background in employee benefits, insurance, healthcare, or HR to contribute to a dynamic and growth-oriented organization.

Compensation Package

• Salary: $50,000 - $60,000+ (commensurate with experience)
• Benefits:
  • Medical, dental, and vision insurance (three plan options available)
• Additional Perks:
  • Dog-friendly workplace
  • Supportive, family-oriented culture
  • Opportunities for professional growth and development

Responsibilities

• Serve as a primary point of contact for clients, addressing employee questions regarding coverage, billing, and eligibility.
• Process enrollments, terminations, and benefit changes while collaborating with insurance carriers.
• Assist with claims management and ensure timely resolution of issues.
• Prepare and update employee benefit packets and compliance forms.
• Maintain accurate and up-to-date records in Salesforce and internal systems.
• Support renewal season by preparing necessary documents and assisting with plan administration.
• Answer phones and provide exceptional customer service to clients.
• Shadow seasoned team members during the training period to learn workflows and client support processes.

Qualifications/Requirements

• Required:
  • 1-2 years of experience in employee benefits, insurance, healthcare, or HR.
  • Proficiency in Microsoft Excel and Outlook.
  • Strong organizational and communication skills.
• Preferred:
  • Experience with Salesforce.
  • Life and Health (L&H) license (ideal but not required; willingness to obtain is necessary, and training costs will be reimbursed).
• Work Environment:
  • Full-time, in-office position (Monday to Friday, 8 AM - 5 PM).
  • Additional hours may be required during peak seasons.
  • Located in Fife, WA.

#LI-AB1

Farm/Commercial Account Manager

Job Summary

Seeking a dedicated and detail-oriented Farm/Commercial Account Manager to join a team. This role is pivotal in managing a portfolio of farm and commercial insurance clients, ensuring their needs are met with exceptional service and tailored insurance solutions. The ideal candidate will have a strong background in the agricultural industry and some experience in commercial lines insurance. If you are passionate about supporting farmers and small businesses, we encourage you to apply.

Compensation Package

• Salary: Competitive, starting at $50,000, with potential approval up to $60,000 based on experience.
• Benefits:
  • Health, dental, vision, and disability insurance.
  • Paid time off and holidays.
  • Opportunities for professional development and licensing support.
  • A supportive and collaborative team environment.

Responsibilities

• Build and maintain strong, long-term relationships with farm and commercial clients.
• Process policy changes, endorsements, certificates, and audits accurately and in a timely manner.
• Prepare renewal proposals and assist with remarketing efforts as needed.
• Collaborate with producers to identify coverage gaps and cross-sell opportunities.
• Provide guidance and support to clients throughout the claims process.
• Ensure compliance with underwriting guidelines and maintain accurate documentation.
• Utilize the agency management system (Applied Epic) to maintain client records and communications.
• Work closely with internal teams to achieve agency goals and deliver exceptional customer satisfaction.

Qualifications/Requirements

• Prior experience in farm insurance or commercial lines is highly preferred.
• Familiarity with the agricultural industry and farm operations is essential.
• Active Property & Casualty license, or willingness to obtain one within 60 days of hire.
• Strong attention to detail and organizational skills.
• Excellent communication and interpersonal abilities.
• Proficiency in Microsoft Office; experience with agency management systems (e.g., Applied Epic) is a plus.
• Ability to prioritize tasks and work independently in a fast-paced environment.

#LI-BO1