Personal Lines Producer

Job Summary

Seeking a motivated and entrepreneurial Personal Lines Producer to join a growing team. This role offers the opportunity to operate with a high degree of autonomy, essentially running your own business within an established framework.This position is ideal for a self-driven professional who thrives in a flexible, client-focused environment.

Compensation Package

• Commission Structure:
  • New Business: 80% commission
  • Renewals:
    • 20% for accounts under $100k
    • 30% for accounts between $100k-$500k
    • 40% for accounts over $500k
  • Enhanced Commission Option: Once renewals exceed new business, the structure shifts to 70% for new business and 50% for renewals.

Responsibilities

• Develop and execute lead generation strategies to build a robust pipeline of prospective clients.
• Quote, sell, and bind personal lines insurance policies.
• Collaborate with the service team to transition bound policies for ongoing account management.
• Maintain strong client relationships by providing honest, client-focused advice and solutions.
• Stay informed about industry trends and carrier offerings to provide the best options for clients.
• Participate in networking opportunities to expand your client base.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) or Personal Lines License.
• Experience: Open to candidates with varying levels of experience; entrepreneurial mindset is key.
• Software Proficiency: Familiarity with EzLynx is preferred.
• Soft Skills:
  • Quick learner
  • Strong communication skills
  • Excellent client relationship management
  • Honesty and integrity
  • Self-motivated and results-driven

#LI-ID1

Senior Claims Representative

Job Summary

Seeking a highly skilled and experienced Senior Claims Representative to join a growing team. This role involves the investigation, evaluation, negotiation, and resolution of property claims with moderate to high complexity and value. The ideal candidate will possess a strong understanding of residential property claims, demonstrate excellent customer service skills, and thrive in a collaborative, team-oriented environment.

Compensation Package

• Salary Range: $65,000 - $80,000 per year
• Bonus: Discretionary annual bonus
• Benefits: Comprehensive benefits package provided

Responsibilities

• Investigate, evaluate, negotiate, and resolve assigned property claims of moderate to high complexity.
• Determine the facts of the loss, coverage applicability, and degree of exposure by unit of coverage.
• Review, analyze, and apply policy conditions, provisions, exclusions, and endorsements pertinent to a variety of losses.
• Establish timely and accurate property claim and expense reserves.
• Communicate professionally with customers, agents, and other stakeholders regarding all aspects of the claims process.
• Serve as a trainer and participate in special projects as assigned.
• Determine settlement amounts based on independent judgment, contractor estimate validation, appraisals, and policy application.
• Negotiate and convey property claim settlements within authority limits.
• Maintain an effective diary system to ensure timely resolution and document claim file activities in compliance with established procedures and state regulations.
• Provide exceptional customer service to meet the needs of insureds, agents, and other internal and external customers.
• Perform other duties as required.

Qualifications/Requirements

• Education: Bachelor’s Degree or equivalent business experience.
• Experience: Minimum of 5 years of progressive experience in adjusting residential and commercial property claims.
• Strong verbal and written communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Demonstrated ability to work collaboratively in a team-oriented environment.
• Customer service orientation with a focus on empathy and ownership.
• Solid analytical and decision-making skills.
• Preferred Qualifications:
  • Bilingual proficiency.
  • AIC designation or other professional certifications specific to claims.

#LI-BC1

Property Unit Manager (Property Claims Manager)

Job Summary

Seeking a highly skilled and experienced Property Unit Manager to join a team. This is an on-site position requiring presence in the office five days a week. The Property Unit Manager will oversee claim representatives handling both outside and inside claim processes in a multi-state and multi-line environment. This role involves granting authority, performing audits, monitoring benchmarks, and ensuring compliance with company policies and state regulations. The ideal candidate will have a strong background in claims management, excellent leadership skills, and a customer-centric approach.

Compensation Package

• Salary Range: $95,000 - $105,000 per year
• Discretionary Annual Bonus
• Comprehensive Benefits Package

Responsibilities

• Attract, retain, and develop talent within the claims department.
• Oversee the orientation and onboarding process for new team members.
• Manage staff performance, provide frequent feedback, and address training needs.
• Develop and execute strategic file management plans to achieve optimal resolution and business results.
• Conduct quality file reviews and implement strategies to improve file quality, customer service, and cost management.
• Leverage data, management information, and technology to support business strategies and improve outcomes.
• Ensure compliance with all state regulations and company policies.
• Develop and maintain effective relationships with colleagues, business partners, customers, agents, and regulatory agencies.
• Participate in business meetings and agency visits as required.
• Overnight travel may be required.
• Perform other duties as assigned.

Qualifications/Requirements

• Education: Bachelor’s Degree or equivalent business experience.
• Experience: Minimum of five (5) years of progressive experience in claims management, with multi-state experience preferred.
• Extensive knowledge of the claims process, including the ability to evaluate large and complex claims.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Strong analytical, decision-making, and negotiation skills.
• Excellent written and verbal communication skills at all levels.
• Ability to work collaboratively with vendors and team members.
• Valid driver’s license and satisfactory Motor Vehicle Driving Record.
• Spanish-speaking ability is a plus.

#LI-BC1

Commercial and Benefits Insurance Producers

Job Summary

Seeking dynamic and entrepreneurial Commercial and Benefits Insurance Producers to join a growing team. This role is suited for individuals passionate about providing customized insurance solutions to businesses and individuals, building long-lasting relationships, and excelling in a supportive and collaborative environment. Individuals with a strong drive for success, a customer-focused mindset, and a track record of delivering results are encouraged to apply.

Responsibilities

• Business Development: Identify and pursue new business opportunities for commercial and benefits insurance, building a robust client portfolio.
• Client Relationships: Build and maintain trusted relationships with clients by understanding their needs, presenting tailored insurance solutions, and providing exceptional service.
• Market Analysis: Monitor market trends, competitor offerings, and industry developments to provide clients with innovative and comprehensive solutions.
• Sales Strategy: Create and execute strategic sales plans to achieve and exceed revenue and growth targets.
• Policy Management: Assist clients with policy changes, updates, and renewals while addressing their insurance inquiries promptly.
• Compliance: Ensure adherence to local, state, and federal insurance requirements while maintaining accurate records of all client transactions.
• Team Collaboration: Work closely with internal teams, including underwriters, claims professionals, and account managers, to deliver seamless client experiences.

Qualifications/Requirements

• Licenses & Certifications: Active insurance producer license for the state of California is required.
• Experience: 2+ years of experience in commercial and/or benefits insurance sales or related fields.
• Education: Bachelor’s degree in Business, Finance, Insurance, or a related field (preferred but not required).
• Skills:
  • Exceptional communication and interpersonal skills to build and maintain relationships with clients.
  • Strong sales and negotiation skills to successfully close deals and meet targets.
  • Analytical and problem-solving skills to evaluate client needs and recommend appropriate solutions.
  • Proficiency with insurance sales platforms, CRM software, and other relevant technologies.
• Self-Motivated: Results-driven with the ability to work independently and in a fast-paced, team-oriented environment.
• Knowledge: In-depth understanding of commercial lines and/or employee benefits insurance products, policies, and underwriting standards.

Work Environment & Benefits

• Competitive base salary plus a commission structure with no earning caps.
• Comprehensive benefits package, including health, dental, and vision insurance, 401(k) matching, and paid time off.
• Opportunities for learning and development to support career progression.
• Flexible work arrangements, including hybrid options.

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-TM1

Los Angeles County Commercial and Benefits Insurance Producers

Job Summary

Seeking dynamic and entrepreneurial Commercial and Benefits Insurance Producers to join a growing team. This role is suited for individuals passionate about providing customized insurance solutions to businesses and individuals, building long-lasting relationships, and excelling in a supportive and collaborative environment. Individuals with a strong drive for success, a customer-focused mindset, and a track record of delivering results are encouraged to apply.

Responsibilities

• Business Development: Identify and pursue new business opportunities for commercial and benefits insurance, building a robust client portfolio.
• Client Relationships: Build and maintain trusted relationships with clients by understanding their needs, presenting tailored insurance solutions, and providing exceptional service.
• Market Analysis: Monitor market trends, competitor offerings, and industry developments to provide clients with innovative and comprehensive solutions.
• Sales Strategy: Create and execute strategic sales plans to achieve and exceed revenue and growth targets.
• Policy Management: Assist clients with policy changes, updates, and renewals while addressing their insurance inquiries promptly.
• Compliance: Ensure adherence to local, state, and federal insurance requirements while maintaining accurate records of all client transactions.
• Team Collaboration: Work closely with internal teams, including underwriters, claims professionals, and account managers, to deliver seamless client experiences.

Qualifications/Requirements

• Licenses & Certifications: Active insurance producer license for the state of California is required.
• Experience: 2+ years of experience in commercial and/or benefits insurance sales or related fields.
• Education: Bachelor’s degree in Business, Finance, Insurance, or a related field (preferred but not required).
• Skills:
  • Exceptional communication and interpersonal skills to build and maintain relationships with clients.
  • Strong sales and negotiation skills to successfully close deals and meet targets.
  • Analytical and problem-solving skills to evaluate client needs and recommend appropriate solutions.
  • Proficiency with insurance sales platforms, CRM software, and other relevant technologies.
• Self-Motivated: Results-driven with the ability to work independently and in a fast-paced, team-oriented environment.
• Knowledge: In-depth understanding of commercial lines and/or employee benefits insurance products, policies, and underwriting standards.

Work Environment & Benefits

• Competitive base salary plus a commission structure with no earning caps.
• Comprehensive benefits package, including health, dental, and vision insurance, 401(k) matching, and paid time off.
• Opportunities for learning and development to support career progression.
• Flexible work arrangements, including hybrid options.

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-TM1

Personal Lines Producer

Job Summary

Seeking a motivated and professional Personal Lines Producer to join a growing team. This role offers a unique opportunity to work in a dynamic environment with access to a steady stream of leads from a thriving real estate market. The ideal candidate will have a proven track record in insurance sales, excellent interpersonal skills, and the ability to build strong relationships with real estate professionals.

Compensation Package

• Base Salary: $40,000 - $50,000 annually
• Commission: 55% on new business, 2.5% minimum renewal commission after the first year (with potential for increases based on performance)
• Benefits: Comprehensive benefits package
• Training: Minimum two weeks of training at the corporate office
• Work Schedule: Primarily in-office (3 days per week minimum), with flexibility after initial relationship-building phase

Responsibilities

• Build and maintain relationships with real estate agents to generate leads
• Manage and prioritize inbound leads, with a focus on high-priority referrals
• Conduct networking activities, including presentations and meetings with real estate offices
• Achieve a quota of $250,000 in written premium during the first year
• Utilize tools such as Salesforce, Applied EPIC, and DocuSign to manage accounts and streamline processes
• Transition accounts to the service team after the first renewal period

Qualifications/Requirements

• Licenses: Active Texas Property & Casualty (P&C) License
• Experience: Minimum of 2 years in insurance sales, preferably within an independent agency or with experience managing multiple carriers
• Technical Skills: Proficiency in Salesforce, Applied EPIC, and DocuSign
• Soft Skills:
  • Strong presentation and public speaking abilities
  • Personable and professional demeanor
  • Ability to adapt communication style to different audiences
  • Strong conversational and relationship-building skills
  • Ability to read the room and engage effectively with diverse real estate professionals

#LI-EL1

• 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 submissions.  
• Prior experience quoting, binding, and issuing policies. 
• Experience working with multiple carriers and rating systems. 
• Overall account management.

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

Job Title: Manager of Corporate Risk

Job Summary

Dynamic, forward-thinking Manager of Corporate Risk sought to oversee and enhance an organization's risk management framework. Responsible for identifying, assessing, and mitigating risks that could impact business performance. Requires strong analytical skills, sound judgment, and the ability to foster a culture of risk awareness across the organization. This leadership role involves collaboration with cross-functional teams to ensure organizational objectives are met while adhering to compliance and corporate governance standards.

Responsibilities

• Develop and implement comprehensive corporate risk management frameworks, strategies, and policies.
• Identify, assess, and prioritize risks across various business units, including operational, financial, strategic, and compliance risks.
• Collaborate with senior leadership to establish risk tolerance levels and ensure alignment with organizational goals.
• Conduct risk assessments, evaluations, and scenario analyses to identify vulnerabilities and opportunities for improvement.
• Monitor and report on key risk indicators (KRIs) and emerging risks to relevant stakeholders, including the executive team and the board of directors.
• Provide training and guidance to employees to foster a culture of risk awareness and accountability across all departments.
• Liaise with external auditors, regulatory bodies, and other third parties involved in corporate risk oversight.
• Develop and maintain business continuity and crisis management plans to minimize disruption during adverse events.
• Manage the Corporate Risk team, fostering their professional development and ensuring high performance.
• Stay up-to-date on industry trends, regulatory changes, and best practices to keep the organization proactive in its risk management approach.

Qualifications/Requirements

• Bachelor’s degree in Risk Management, Finance, Business Administration, or a related field; advanced degree or professional certification (e.g., CRM, CIA, CPA, CFA) preferred.
• Proven experience (5+ years) in corporate risk management, compliance, or a related discipline, with at least 2 years in a leadership role.
• Strong understanding of risk management principles, frameworks, and regulatory requirements.
• Exceptional analytical, leadership, and strategic thinking skills with the ability to drive decision-making processes.
• Excellent written and verbal communication skills; ability to communicate complex information clearly to diverse audiences.
• Proficiency in relevant risk assessment and reporting tools/software.
• Demonstrated ability to build strong relationships with stakeholders at all levels of the organization.

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-MB6

Our insurance carrier client is currently seeking a skilled and experienced Personal Auto Insurance Claims Adjuster to join their Claims Department. This will be a Remote position.

Position Overview:

As a Personal Auto Insurance Claims Adjuster, you will be responsible for investigating, evaluating, and settling personal auto insurance claims. You will work closely with policyholders, third-party claimants, and internal teams to assess liability, determine coverage, and negotiate settlements in accordance with company policies and regulatory requirements.

Key Responsibilities:

• Conduct thorough investigations to determine coverage, liability, and damages related to personal auto insurance claims.
• Gather and analyze relevant information, including accident reports, witness statements, and vehicle inspections.
• Evaluate vehicle damage and injuries to determine the extent of damages and the appropriate settlement amount.
• Collaborate with repair shops, medical professionals, and other experts to assess damages accurately.
• Interpret insurance policies to determine coverage and liability.
• Communicate coverage decisions clearly and effectively to policyholders and claimants.

Qualifications:

• Bachelor's degree in a related field or equivalent work experience.
• 5+ years of experience as a Personal Auto Insurance Claims Adjuster
• Strong knowledge of auto insurance policies, coverage, and regulations.
• Excellent communication and negotiation skills.
• Detail-oriented with strong analytical and problem-solving abilities.

Compensation:

• $60,000 - $85,000/year
• Comprehensive health, dental, and vision insurance

Benefits for Permanent Hires:

• Annual bonus between 5% - 10% based on company and personal performance
• 20 days of PTO
• 100% Company paid medical benefits to employee AND family
• 401k company matches 100% up to the first 3%

#LI-MW1

Associate Managing Director

Job Summary

Seeking a dynamic and forward-thinking leader to drive strong and sustainable growth. As the Associate Managing Director, you will lead, develop, and oversee the overall performance. This role is pivotal in shaping the strategic direction and profitability of multiple underwriting books while managing a personal binding production portfolio. With a balanced focus on leadership and production underwriting, you will dedicate approximately 50% of your time to management responsibilities and 50% to production.

Compensation Package

• Competitive Compensation: Base salary with bonus earning potential.
• Work-Life Balance: Flexible and hybrid work options.
• Professional Development: Employer-paid continuing education, certifications, designations, and licenses.
• Health & Welfare Benefits: Comprehensive medical, vision, and dental coverage.

Responsibilities

• Lead and manage the Charleston office team, including underwriters, broker producers, and support staff.
• Drive the dynamic growth of a highly successful and consistently profitable company.
• Oversee team performance management, including training, mentoring, and talent retention.
• Attract and retain top talent through effective hiring and promotion strategies.
• Define and implement successful sales and marketing strategies.
• Build and maintain strong relationships with retail agents and underwriter/broker producers.
• Manage the office's Profit & Loss and ensure alignment with corporate goals.
• Partner with corporate headquarters to ensure seamless operations and support.
• Supervise adherence to underwriting guidelines, corporate policies, and compliance standards.
• Oversee office operations, ensuring consistency and quality in processes such as new business opportunities, renewals, marketing, training, and staffing.
• Build, maintain, and grow a book of business in either Commercial or Personal Lines.
• Rate, quote, and bind risks to determine acceptability, coverage, and pricing for large or complex renewals and new business.

Qualifications/Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• Minimum of 3 years of experience as a sales team leader, including direct management experience.
• At least 5 years of multi-line underwriting/production experience, with excess & surplus experience preferred.
• Demonstrated ability to lead, influence, and motivate a team.
• Proven ability to develop and manage strong relationships with clients, carriers, and third parties.
• Proficiency in sales and marketing strategies.
• Strong organizational skills with exceptional attention to detail.
• Insurance license, CPCU, CIC, or comparable designations preferred.

#LI-JB1