Chief Operating Officer (COO)

Job Summary

Seeking a dynamic Chief Operating Officer (COO) to lead and enhance the operational efficiency of the organization. The COO will work closely with the executive leadership team to drive strategic initiatives, streamline processes, and ensure operational alignment with the company’s mission, values, and goals. The ideal candidate is an innovative problem-solver who fosters a culture of collaboration and continuous improvement. This role is instrumental in scaling the organization to its next phase of growth and success.

Responsibilities

• Design and implement business strategies, plans, and procedures that translate the company’s vision into actionable outcomes.
• Oversee daily operational functions, ensuring efficiency and alignment with both short-term and long-term objectives.
• Develop, manage, and optimize operational budgets to ensure financial health and sustainability.
• Collaborate with the CEO and executive leadership to establish and monitor key performance indicators (KPIs) for organizational performance.
• Ensure compliance with all relevant regulatory, ethical, and business standards.
• Identify opportunities for innovation, growth, and process improvement, leveraging technology and analytics wherever possible.
• Build, mentor, and manage senior leadership teams to cultivate a cohesive, high-performing work environment.
• Act as a strategic partner to executives in identifying risks, addressing challenges, and capitalizing on opportunities.
• Represent the organization in industry-related events, conferences, and partner engagements to enhance reputation and external relationships.

Qualifications/Requirements

• Proven experience in a senior leadership role, preferably as a COO or in a similar capacity, with a strong operational and strategic background.
• Bachelor's degree in Business Administration, Operations Management, or a related field (Master’s degree or relevant certifications preferred).
• Strong financial acumen with experience in budget management and profitability analysis.
• Exceptional problem-solving, decision-making, and analytical skills.
• Proficiency in organizational tools, data analytics, and operational frameworks.
• Track record of driving growth, operational efficiency, and innovation in fast-paced and evolving markets.
• Strong interpersonal and communication skills, with the ability to build relationships across all levels of the organization.
• Commitment to ethical leadership and social responsibility.

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-KM1

Job Description: Commercial Lines Analyst, Account Manager

Job Summary

The Commercial Analyst, Account Manager role offers an exciting opportunity for a results-driven professional. This position is ideal for individuals who are strategic thinkers with strong analytical aptitude, capable of managing client accounts, fostering relationships, and driving business growth. This opportunity is tailored for those who excel in a fast-paced environment and are committed to delivering outstanding client experiences.

Responsibilities

• Client Account Management:

  • Act as support for assigned client accounts, ensuring consistent delivery of solutions and exceeding expectations.
  • Build and maintain long-term client relationships, identifying opportunities for growth and enhancing account performance.

• Data Analytics & Insight Development:

  • Analyze complex data sets to provide actionable insights and tailored recommendations aligned with client goals.
  • Track key performance indicators (KPIs) and generate regular reports for clients and internal teams.

• Collaboration:

  • Partner with internal teams, including sales, marketing, and operations, to address client needs with comprehensive solutions.
  • Communicate progress, insights, and updates to cross-functional teams for alignment and clarity.

• Strategic Planning:

  • Contribute to the creation of strategic plans and client-specific initiatives.
  • Monitor market trends and advise clients on opportunities and challenges.

• Problem Solving:

  • Address escalations and resolve client challenges in a timely and professional manner.
  • Present innovative solutions to complex issues, ensuring high levels of client satisfaction.

Qualifications/Requirements

• Education & Experience:

  • Bachelor’s degree in Business Administration, Finance, Marketing, Economics, or a related field. Advanced degrees or certifications (e.g., MBA, CFA) are a plus.
  • A minimum of 5 years of relevant experience in account management, consulting, or analytical roles.

• Skills & Competencies:

  • Proven expertise in account management and cultivating client relationships.
  • Strong analytical skills with the ability to extract and apply actionable insights from data.
  • Excellent communication, presentation, and interpersonal abilities.
  • Highly organized with the capacity to manage and prioritize multiple projects effectively.

• Core Qualities:

  • Demonstrates adaptability, resilience, and a proactive mindset.
  • Strong team collaboration skills with a focus on client outcomes.

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

Senior Commercial Insurance Account Manager

Job Summary

Seeking an experienced Senior Commercial Insurance Account Manager to manage and support a portfolio of middle-market commercial insurance accounts. This role is ideal for a client-focused insurance professional with strong coverage knowledge, relationship management skills, and the ability to provide strategic risk management and insurance solutions.

The position offers a hybrid work environment, opportunities for professional growth, and a comprehensive compensation and benefits package.

Responsibilities

• Advise and consult clients regarding commercial insurance coverage needs and risk management strategies.

• Manage an assigned portfolio of commercial insurance accounts and coordinate account servicing activities.

• Build and maintain strong client relationships while partnering with sales and service teams to support client retention and account growth.

• Review policies, endorsements, proposals, and other insurance documents for accuracy and completeness.

• Oversee the marketing and quoting of new and renewal business.

• Evaluate coverage options and work with insurance carriers to secure appropriate terms for clients.

• Coordinate account workflows and delegate responsibilities as appropriate.

• Develop and maintain productive relationships with carriers, vendors, and internal teams.

• Support special projects and collaborate with commercial lines leadership on departmental initiatives.

• Maintain accurate and complete client and policy information within agency management software.

Qualifications/Requirements

• 5+ years of commercial insurance account management experience within an agency environment, preferably supporting middle-market accounts.

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

• Strong knowledge of commercial insurance products, coverages, and risk mitigation strategies.

• Experience reviewing policies, endorsements, proposals, and related insurance documentation.

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

• Ability to effectively coordinate and delegate account servicing responsibilities.

• Experience with EPIC or similar agency management software.

• Strong mathematical, technical, verbal, and written communication skills.

• Demonstrated ability to develop strong client and carrier relationships.

Compensation Package

• Base Salary: $80,000 – $110,000 + bonus opportunities

• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

• Work Arrangement: Hybrid

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-DR1

#hybrid

#INDTJG-ST

Commercial Insurance Account Manager

Job Summary

Seeking an experienced Commercial Insurance Account Manager to manage a commercial lines book of business and provide high-quality service to clients. This role is responsible for supporting new and renewal business, maintaining strong client relationships, reviewing coverage, and handling day-to-day account servicing needs. The ideal candidate will be detail-oriented, knowledgeable in commercial insurance, and comfortable working both independently and collaboratively.

Responsibilities

• Manage new and renewal submissions accurately and efficiently.

• Build and maintain strong relationships with commercial insurance clients.

• Process endorsements, placement requests, invoicing, and other account servicing needs.

• Prepare certificates of insurance, proposals, policy summaries, and coverage reviews.

• Review new and renewal policies to verify coverage accuracy and identify potential issues.

• Collaborate with internal team members to support client and business needs.

• Take responsibility for account retention by proactively addressing client concerns and service needs.

• Assist with resolving issues related to cancellations, claims, renewals, and other account matters.

• Maintain accurate and organized account documentation.

Qualifications/Requirements

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

• 3–5 years of commercial insurance account management experience.

• Strong knowledge of commercial insurance products and account servicing processes.

• Strong organizational, communication, and problem-solving skills.

• Proficiency with computers and relevant business software.

• Ability to work independently while contributing effectively 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-RM10

Insurance Placement Specialist

Job Summary

Seeking a highly skilled and professional Insurance Placement Specialist to join a team. In this role, you will be responsible for marketing accounts, consulting with Producers and Account Executives, negotiating premiums and terms with insurance carrier underwriters, preparing proposals, and binding coverage. If you are a results-driven professional with excellent communication and technical skills, we encourage you to apply.

Compensation Package

• Salary Range: $110,000 - $120,000 annually
• Competitive benefits package
• Opportunities for professional growth and development

Responsibilities

• Collaborate with Producers and Account Executives to market accounts and respond to inquiries regarding new business.
• Manage and analyze insurance-related information to identify appropriate carriers for risks in a timely manner.
• Negotiate premiums, coverages, terms, and conditions with insurance carriers for prospective clients.
• Build and maintain strong relationships with insurance carrier underwriters and marketing personnel to identify business opportunities.
• Prepare and send new/remarket business submissions to insurance companies.
• Provide consultation to Producers on market risks, coverage structures, and pricing strategies.
• Prepare proposals, bind coverage, and deliver finalized documents to Producers.
• Utilize online carrier rating systems to quote submissions and maintain a marketing database.
• Assist in executing marketing strategies and objectives to drive business growth.
• Analyze lines of coverage and insurance company trends to maximize opportunities for new business placement and customer retention.
• Conduct market research to identify sales opportunities.
• Maintain and strengthen relationships with carrier partners.
• Perform other duties as assigned.

Qualifications/Requirements

• Proven experience in insurance placement, underwriting, or a related field.
• Strong technical skills and the ability to manage and analyze complex insurance-related information.
• Excellent communication skills, with the ability to collaborate effectively across teams and with external partners.
• Demonstrated ability to negotiate premiums, terms, and conditions with insurance carriers.
• Proficiency in using online carrier rating systems and maintaining marketing databases.
• Strong organizational skills and attention to detail.
• Ability to travel up to 10% of the time.
• A professional demeanor and a results-driven mindset.

#LI-CS1

No job description added

Client Manager (Hybrid Role)

Job Summary

Seeking a dedicated and experienced Client Manager to join a team in a hybrid capacity, working three days in-office and two days remotely. The Client Manager will play a pivotal role in managing the overall workflow for assigned books of business, handling all lines of commercial insurance, and serving as the primary point of contact for clients. This position requires a proactive individual with a strong background in commercial insurance and a commitment to delivering exceptional service.

Compensation Package

• Competitive salary commensurate with experience
• Comprehensive benefits package, including health, dental, and vision insurance
• Paid time off and holidays
• Professional development opportunities

Responsibilities

• Serve as the main point of contact for clients, addressing general inquiries, providing guidance on coverage changes, and educating clients on exclusions and exposures.
• Prepare binders prior to policy expiration dates and resolve accounting discrepancies.
• Maintain effective communication and collaboration with internal teams (Sales Executives, Marketing, Claims, Accounting, etc.) and external parties (clients and insurance carriers).
• Plan, prioritize, and manage day-to-day workload, ensuring timely completion of new business, renewals, and service responsibilities.
• Develop and coordinate marketing strategies for new and renewal business.
• Review and update applications and general information in the agency management system.
• Oversee audits, cancellation notices, endorsements, certificates, and policy checking.
• Conduct all activities in compliance with established policies and procedures.
• Occasionally attend client meetings on or off-site.
• Perform other duties as assigned.

Qualifications/Requirements

Required:

• Minimum of 3 years of experience in commercial lines insurance.
• Active Arizona Property/Casualty license (or ability to transfer an existing license).
• Strong written and verbal communication skills.
• Exceptional time management, organizational, and multitasking abilities with high attention to detail.
• Proven ability to build and maintain effective relationships with clients, carriers, and colleagues.
• Ability to work independently and collaboratively in cross-functional teams.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).

#LI-PM1

Personal Lines Account Manager (High-Net-Worth Insurance)

Job Summary

Seeking an experienced and dedicated Personal Lines Account Manager with a specialization in High-Net-Worth insurance programs. The ideal candidate will have a strong background in managing high-value insurance portfolios, exceptional client relationship management skills, and a commitment to delivering concierge-level service. If you are detail-oriented, possess excellent problem-solving abilities, and thrive in a fast-paced environment encourage you to apply.

Compensation Package

• Salary Range: $60,000 - $70,000 annually
• Competitive benefits package
• Opportunities for professional growth and development

Responsibilities

• Manage a high-volume book of business with accuracy and responsiveness.
• Build and maintain long-term client relationships by delivering high-touch, concierge-level service.
• Handle endorsements, renewals, remarketing opportunities, and coverage reviews.
• Collaborate effectively with insurance carriers, producers, and internal team members to ensure client satisfaction.
• Provide expert guidance on personal property and casualty coverages, underwriting guidelines, policy servicing, and renewal management.
• Utilize insurance carrier platforms and agency management systems (AMS360 preferred) to manage client accounts.

Qualifications/Requirements

• Proven experience as a Personal Lines Account Manager, with expertise in High-Net-Worth insurance programs and carriers such as PURE, Chubb, Cincinnati, AIG Private Client, Berkley One, etc.
• Active Property & Casualty license is required.
• Exceptional client relationship management skills with a focus on delivering personalized service.
• Strong attention to detail, critical-thinking abilities, and problem-solving skills.
• Proficiency in written and verbal communication, with the ability to build trust and rapport with clients.
• Knowledge of personal property and casualty insurance coverages, underwriting guidelines, and policy servicing.
• Experience with AMS360 and other insurance carrier platforms is preferred.

#LI-KD1

Property Damage / Cargo Claims Adjuster

Job Summary

Seeking a dedicated and experienced Property Damage / Cargo Claims Adjuster to join a growing team. This role involves investigating, evaluating, negotiating, and resolving commercial cargo and transportation claims in alignment with company policies, industry regulations, and applicable laws. The ideal candidate will have a strong background in commercial claims, excellent analytical skills, and a proactive approach to claims management.

Compensation Package

• Salary Range: $67,000–$87,000 annually
• Employment Type: Direct Hire and Temp-to-Hire opportunities available
• Benefits: Comprehensive benefits package, including all necessary equipment provided (laptop, monitors, keyboard, mouse, headset).

Responsibilities

• Investigate all aspects of loss, including coverage, liability, and damages.
• Evaluate and negotiate trucking claims, with a focus on cargo/freight claims and first-party physical damage claims.
• Handle complex and high-exposure claims, including directing on-site investigations when necessary.
• Prepare detailed reports and present claim summaries during client reviews.
• Identify subrogation or fraud potential and develop appropriate handling strategies.
• Maintain active state adjuster licensure in relevant jurisdictions.
• Collaborate effectively with insureds, brokers, carriers, surveyors, attorneys, and other stakeholders.
• Work independently while contributing to the broader claims team.

Qualifications/Requirements

• Education: Bachelor’s degree in a related field or equivalent work experience.
• Licensure: Active designated home-state adjuster license; ability to obtain reciprocal licenses as needed.
• Experience:
  • Minimum of 2–3 years of commercial claims experience.
  • Strong backgrounds in Commercial Auto, Commercial Trucking, Cargo, First-party Physical Damage, or Commercial Transportation Claims.
  • Direct trucking experience is preferred but not required.
• Skills:
  • Strong claims judgment and analytical ability.
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to work independently and manage a caseload of approximately 80–120 claims.
  • Proficiency with claims management software and Microsoft Office.
• Preferred: Willingness to work Mountain or Pacific Time business hours.

Note: Candidates with personal auto claims experience or primarily Uber/Lyft claims backgrounds are not a fit for this role.

#LI-CP1