Job Title: Commercial Lines Account Manager

Job Summary

Seeking a motivated and detail-oriented Commercial Lines Account Manager to manage a portfolio of commercial insurance accounts, build strong client relationships, and ensure optimal customer service. This role requires a proactive problem-solver with excellent organizational skills and a demonstrated ability to deliver outstanding client experiences.

Responsibilities

• Manage and nurture a portfolio of commercial insurance clients, ensuring all needs are met promptly and professionally.
• Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and providing ongoing policy support.
• Develop and maintain strong relationships with clients, insurance carriers, and internal stakeholders to ensure business retention and growth.
• Assist clients in understanding and selecting appropriate commercial insurance products and services.
• Prepare, review, and deliver insurance proposals, binders, and endorsements to clients.
• Proactively monitor policy renewals and ensure timely completion of renewal processes.
• Collaborate with underwriters to negotiate policy terms and conditions in alignment with client needs.
• Maintain accurate records of correspondence, transactions, and policy details in the company’s database.
• Stay up-to-date on industry trends, regulations, and policy changes to provide informed recommendations to clients.
• Drive cross-functional collaboration with various departments to identify opportunities for enhanced client service and streamlined processes.

Qualifications/Requirements

• Proven experience as an Account Manager in the commercial insurance industry or related field.
• In-depth knowledge of commercial insurance products, coverages, and policies.
• Exceptional interpersonal and communication skills, with a keen ability to build long-lasting client relationships.
• Strong attention to detail combined with excellent organizational and time-management skills.
• Ability to analyze client needs and recommend suitable insurance solutions.
• Proficiency in insurance management systems and tools; experience with CRM platforms is a plus.
• Holds an active P&C (Property and Casualty) insurance license.
• Self-motivated, proactive, and capable of working both independently and collaboratively.

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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Insurance Admin Assistant

Job Summary

The position of Insurance Admin Assistant involves providing essential administrative and account support to ensure the effective operation of insurance-related processes and financial activities. The role includes managing documentation, coordinating with internal and external stakeholders, and maintaining the accuracy of financial and insurance records.

Responsibilities

• Provide administrative support to the insurance and finance departments, including preparation, organization, and maintenance of records and documents.
• Assist in processing insurance claims, renewals, and updates while ensuring compliance with policies and relevant regulations.
• Reconcile insurance accounts, prepare invoices, and monitor payments for accuracy and timely resolution of discrepancies.
• Liaise with insurance companies, brokers, and internal departments to resolve inquiries and issues professionally.
• Safeguard sensitive client and organizational data by maintaining confidentiality.
• Support account reconciliation and generate financial reports for internal reviews.
• Collaborate with team members to identify and implement process improvements and cost-efficiency measures.
• Perform additional administrative duties, such as scheduling meetings, drafting correspondence, and maintaining records.
• Stay informed on insurance policies, legislative changes, and industry standards to ensure compliance.

Qualifications/Requirements

• Experience: Minimum of 1-2 years in an administrative or account support role, preferably in the insurance or finance sector.
• Technical Skills: Proficiency in accounting software such as QuickBooks, Xero, and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Analytical Ability: Strong numerical skills and attention to detail, with the ability to identify and correct errors in data processing.
• Communication Skills: Exceptional verbal and written communication skills, with the ability to interact effectively with a variety of stakeholders.
• Organizational Skills: Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines.
• Problem-Solving Skills: Solution-oriented with the capability to work independently and collaboratively within a team 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-RT1

Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines Account Manager to join their team. This agency has a great reputation in Louisville and offers a lot of room for growth!

Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines Account Manager to join their team. This agency has a great reputation in Louisville and offers a lot of room for growth!

Job Title: Commercial Lines Account Manager

Job Summary

Seeking a detail-oriented, customer-focused Commercial Lines Account Manager to manage client relationships and support a commercial lines insurance portfolio. This position will involve serving as the primary point of contact for clients, addressing coverage needs, resolving inquiries, and guiding clients through the insurance process. The role is ideal for a proactive problem solver who excels in a fast-paced environment and is committed to delivering exceptional service.

Responsibilities

• Act as the primary liaison between clients, insurance carriers, and internal teams to manage and maintain a portfolio of commercial insurance accounts.
• Provide support to clients by addressing coverage inquiries, processing policy changes, and resolving service issues accurately and efficiently.
• Assist clients in identifying and evaluating insurance needs while offering tailored coverage solutions to mitigate risk.
• Collaborate with producers and underwriters in the preparation of insurance proposals, quotations, and renewal packages.
• Maintain up-to-date client records and ensure accuracy in management systems.
• Conduct periodic account reviews to address changes in clients' risk profiles and ensure proper coverage is in place.
• Educate clients on insurance products, coverage options, and industry trends to help them make informed decisions.
• Contribute to departmental goals by collaborating on initiatives and mentoring junior team members as necessary.
• Stay updated on industry trends, regulatory changes, and carrier programs to provide expert guidance to clients.

Qualifications/Requirements

• Proven experience as an Account Manager, preferably in Commercial Lines Insurance, or experience in a related client-service-oriented role.
• Active insurance license (Property & Casualty) or willingness to obtain one within an established timeframe.
• Strong knowledge of insurance coverage options, endorsements, and the underwriting process.
• Excellent communication, negotiation, and interpersonal skills, both verbal and written.
• Strong organizational skills with the ability to multitask, prioritize, and meet deadlines in a fast-paced environment.
• Proficiency in insurance management systems (e.g., AMS360, Applied Epic) and Microsoft Office Suite.
• A customer-focused mindset with the ability to deliver exceptional service.
• Problem-solving skills and the ability to work independently and collaboratively within a team.
• Bachelor's degree in business, finance, or a related field is preferred but not required.

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-MB4

Wholesale Production Underwriter – Commercial Insurance

Job Summary

A Commercial Insurance Underwriting Division is seeking a Wholesale Production Underwriter to drive new business production and manage the underwriting lifecycle for commercial risks. This role is responsible for quoting, binding, and managing profitable business while developing and maintaining strong retail agency relationships throughout the region. The ideal candidate brings an existing agency following, strong technical underwriting expertise, and an entrepreneurial, start-up mindset.

Responsibilities

• Quote and bind new and renewal commercial risks in accordance with underwriting guidelines
• Develop and maintain strong relationships with retail agency partners
• Evaluate submissions to determine degree of risk based on financial standing, property condition, exposure, and other underwriting factors
• Analyze data to assess catastrophe exposure and potential loss scenarios
• Apply appropriate rating, endorsements, and coverage modifications to ensure profitable risk distribution
• Decline risks that fall outside underwriting appetite or profitability standards
• Review company records to determine insurance in force on single or related risks
• Verify accuracy and completeness of underwriting documentation
• Authorize reinsurance placements when risk exposure warrants
• Communicate underwriting decisions, rate quotes, and policy guidelines to agents and internal stakeholders
• Maintain accurate documentation and audit-ready underwriting files
• Ensure compliance with regulatory and internal underwriting standards
• Stay current on market conditions, underwriting trends, and regulatory changes

Qualifications/Requirements

• Demonstrated experience in commercial insurance underwriting
• Existing retail agency relationships and ability to generate new production
• Strong analytical and risk assessment skills
• Ability to evaluate financial information and determine appropriate underwriting actions
• Knowledge of underwriting guidelines, rating methodologies, and reinsurance principles
• Strong communication and relationship-building skills
• Ability to work independently in a production-focused environment
• Holds an active P&C (Property and Casualty) insurance license.

Compensation Package

• Salary range: $50,000 – $90,000
• Competitive incentive opportunities based on production and performance

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 Insurance Account Manager

Established agency seeking to hire a Commercial Insurance Account Manager to join a commercial team. Ideal candidate will have a Commercial Lines background in the property & casualty industry.

Responsibilities:

The account manager is responsible for day-to-day account management for clients with complex coverage needs including coverage/policy questions, claims handling, and providing high customer service satisfaction. The ideal Commercial Insurance Account Manager candidate will possess a wide range of commercial lines account management skills, including but not limited to; customer service, administration and remarketing accounts. Experience with middle market accounts in a face paced environment is highly valued.

Qualifications:

• Minimum 3+/- plus years of experience in Property & Casualty Insurance
• Full Knowledge of insurance products and usages
• Manage workflow of assigned book of business and delegate workflow
• Strong Verbal and written communication skills
• Must have excellent technical/analytical skills
• Detail oriented as must.
• Agency Management Systems proficiency, such as EPIC
• Georgia state P&C license REQUIRED

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#Hybrid 

Job Title: New Business Underwriter / Account Executive - MGA

Job Summary

Seeking a dynamic and results-driven New Business Underwriter / Account Executive to join a fast-paced and growing MGA team. This hybrid role is critical in driving new business growth by underwriting risks and fostering relationships with clients and brokers. The ideal candidate possesses expertise in both underwriting and account management, as well as strong customer service and problem-solving skills.

Responsibilities

• New Business Development: Proactively generate and manage new business opportunities by partnering with brokers, agents, and clients. Cultivate strong relationships to support long-term growth.
• Underwriting: Assess and evaluate risks to provide accurate and competitive underwriting decisions that align with company policies and objectives.
• Client Management: Serve as a key point of contact for assigned brokers and clients, nurturing relationships and ensuring their ongoing satisfaction.
• Market Research: Stay informed about market trends, competitor offerings, and regulatory changes to identify opportunities for growth.
• Cross-Functional Collaboration: Partner with internal teams (such as claims, operations, and marketing) to ensure seamless service delivery and client satisfaction.
• Report and Analysis: Prepare and present reports on new clients, policy performance, and market developments to senior management.
• Compliance: Ensure all underwriting practices comply with relevant regulatory standards and company guidelines.

Qualifications/Requirements

• Experience: Proven experience in underwriting and/or account management, preferably 3+ years in the insurance or MGA industry.
• Education: Bachelor's degree in business, finance, insurance, or a related field (or equivalent experience).
• Technical Skills: Strong understanding of underwriting processes, principles, and risk analysis. Proficiency in insurance software and systems.
• Communication Skills: Excellent verbal and written communication, along with strong interpersonal skills.
• Analytical Skills: High attention to detail with the ability to assess complex information to make sound, data-driven decisions.
• Problem Solving: Demonstrated ability to think critically and develop creative solutions in a fast-paced environment.
• Team Player: Ability to collaborate effectively with cross-functional teams.
• Certifications (Preferred): Relevant designations are a plus but not mandatory.

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

Employee Benefits Account Executive

Job Summary

Seeking a highly motivated and experienced Employee Benefits Account Executive to join a growing team. This role is ideal for a professional with a strong background in client-facing employee benefits, who thrives in a collaborative and dynamic environment. The successful candidate will manage a book of business, lead client service initiatives, oversee renewals, and coordinate marketing and open enrollment activities. This position offers a hybrid work model with light travel required.

Compensation Package

• Salary Range: $70,000 - $90,000 annually, plus bonus potential
• Benefits: Comprehensive benefits package
• Work Arrangement: Hybrid work flexibility
• Additional Perks: Supportive company culture and opportunities for professional growth

Responsibilities

• Manage a portfolio of employee benefits accounts, ranging from 50 to 300 lives
• Serve as the primary point of contact for clients, ensuring exceptional service delivery
• Lead the renewal process, including quoting new and renewal business
• Oversee marketing efforts and open enrollment activities
• Collaborate with internal teams to ensure seamless execution of client needs
• Utilize EPIC and Employee Navigator software to manage accounts and workflows
• Maintain compliance with industry standards and regulations

Qualifications/Requirements

• Licensure: Active Life & Health (L&H) license required
• Experience: Minimum of 4 years in a client-facing employee benefits role; 5+ years preferred
• Technical Skills: Proficiency in EPIC and Employee Navigator software
• Industry Knowledge: Strong understanding of group benefits for accounts ranging from 50 to 300 lives
• Interpersonal Skills: Excellent communication, organizational, and problem-solving abilities
• Work Ethic: Self-motivated, detail-oriented, and capable of managing multiple priorities

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