Job Description: Commercial Lines Account Manager

Job Summary

Seeking a motivated and detail-oriented Commercial Lines Account Manager to join the team. This role involves building strong client relationships, serving as the primary contact for commercial clients, and ensuring their insurance needs are met with exceptional service and tailored solutions. The position requires collaboration with internal teams and insurance carriers to deliver optimal coverage options, along with the ability to handle client inquiries effectively. A strong commitment to client satisfaction, excellent organizational skills, and a proactive approach to problem-solving are critical for success.

Responsibilities

• Act as the primary advisor and point of contact for commercial clients, ensuring effective and timely communication.
• Manage a portfolio of commercial insurance accounts, focusing on client satisfaction and retention.
• Provide guidance and client education regarding coverage options, policy changes, and renewals.
• Identify cross-selling and upselling opportunities to align client needs with insurance products.
• Prepare and present quotes, proposals, and related documentation for new and existing clients.
• Collaborate with internal teams and insurance carriers to handle client inquiries and ensure efficient service delivery.
• Conduct policy audits and provide recommendations based on client goals and risk exposures.
• Stay informed on industry trends, regulations, and best practices to offer actionable advice to clients.
• Maintain accurate client records and ensure compliance with company policies and regulatory requirements.

Qualifications/Requirements

• Bachelor's degree in Business, Insurance, or a related field (or equivalent professional experience).
• 2-5 years of experience in commercial insurance or account management.
• Active state Property and Casualty Insurance license (or willingness to obtain one within 90 days).
• Strong client relationship and customer service skills.
• Outstanding organizational abilities with excellent attention to detail.
• Proficient written and verbal communication skills, capable of conveying complex insurance concepts.
• Familiarity with insurance brokerage management systems and Microsoft Office Suite.
• Ability to thrive in a fast-paced environment while managing multiple responsibilities.

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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High Net Worth Account Manager 

Job Summary

Seeking a highly skilled and experienced High Net Worth Account Manager to join a dynamic and diversified insurance brokerage team. This role is integral to operations, focusing on high-level servicing, client retention, and supporting producers. The ideal candidate will have a strong background in high net worth accounts, a proven track record of success, and a commitment to delivering exceptional service. This position offers the opportunity to work within a reputable and diversified organization with multiple divisions, including property management, leasing, hospitality, residential, insurance, and construction & development.

Compensation Package

• Salary Range: $70,000-90,000/year 
• Benefits: Comprehensive benefits package

Responsibilities

• Provide high-level servicing to high net worth clients, ensuring their needs are met with professionalism and efficiency
• Support producers in managing and retaining client accounts
• Market new and renewal business, ensuring competitive and comprehensive coverage options
• Collaborate with Account Managers to deliver exceptional client experiences
• Utilize AMS360 software to manage accounts and streamline processes
• Maintain strong relationships with key carriers, including Chubb, Cincinnati, Berkley One, and Pure

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required
• Experience: Minimum of 3 years of experience in high net worth account management
• Technical Skills: Proficiency in AMS360 software and familiarity with carriers such as Chubb, Cincinnati, Berkley One, and Pure
• Expertise: Strong knowledge of high net worth insurance products and services
• Location: Must be within a 3 hour drive of Bethesda and willing to attend monthly in-office meetings
• Other Skills: Exceptional client service skills, attention to detail, and the ability to work collaboratively in a team environment

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Temporary Administrative Assistant

About the Opportunity

A small, established insurance agency in Greenwood Village is seeking a Temporary Administrative Assistant to provide short-term administrative and office support. This is a great opportunity for an organized, detail-oriented professional who enjoys keeping an office running smoothly and is comfortable managing documents, scheduling meetings, communicating with clients, and supporting leadership.

Key Responsibilities

• Coordinate and schedule Board of Directors meetings with account managers, clients, and independent directors
• Prepare and assemble Board of Directors meeting packets using Microsoft Word and various PDF documents
• Generate and organize documents for annual Board meetings
• Send calendar invitations and coordinate meeting logistics primarily through Microsoft Outlook
• Follow up with clients regarding outstanding items, including obtaining required signatures and documentation
• Compare expiring policies with renewal policies and redline changes for submission to regulators using an established template
• Manage the company's M-Files document database/document vault
• Manage the main office phone and direct incoming calls appropriately
• Collect, sort, and distribute incoming mail
• Coordinate outgoing shipments through FedEx, UPS, and other shipping providers
• Order and maintain office supplies, including printer supplies, kitchen supplies, and general office materials
• Maintain the company's community calendar
• Provide general administrative and office support to the CFO and Compliance/Regulatory Manager
• Assist with additional administrative projects and duties as needed

What We're Looking For

• Previous administrative, office support, or coordinator experience
• Strong organizational skills and exceptional attention to detail
• Excellent written and verbal communication skills
• Professional and confident when communicating with clients and independent directors
• Ability to manage multiple priorities and meet deadlines in a short-term, fast-paced environment
• Strong proficiency with Microsoft Outlook and Microsoft Word
• Comfortable working with Adobe PDF documents and assembling information from multiple files
• Strong computer skills and ability to learn new systems quickly
• Experience with Microsoft Dynamics is a plus, but not required
• Insurance industry experience is not required
• Professionalism, reliability, and a willingness to take ownership of administrative responsibilities are essential

This is a fully onsite, short-term temporary opportunity (3-6 weeks) in Greenwood Village, CO paying $18–$25/hour.

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Premium Accounting Manager

A leading insurance organization is seeking an experienced Premium Accounting Manager to oversee the day-to-day operations of its Premium Accounting and Cash Applications functions. This individual will play a key leadership role in ensuring the accurate and timely processing of insurance premiums, carrier payments, cash applications, accounts receivable, and related financial activities. The ideal candidate will have strong insurance accounting experience, a solid understanding of agency billing and premium accounting, and proven experience managing an accounting team.

Key Responsibilities

• Oversee the daily operations of the Premium Accounting and Cash Applications teams, including carrier payables, cash receipts, and application of cash.

• Manage the timely and accurate payment of insurance carriers and brokers.

• Monitor accounts receivable, collections, and premium balances.

• Partner with Account Executives, Producers, and internal service teams regarding premium and payment inquiries.

• Distribute monthly client statements and follow up on outstanding balances.

• Monitor and manage premium advances, collection activity, and items referred for outside collections.

• Oversee legal collections processes related to outstanding premiums.

• Manage daily cash application activities, including direct and agency-billed premiums.

• Oversee premium finance processes and related accounting functions.

• Review AR/AP balances and ensure they reconcile appropriately to the general ledger.

• Assist with external and internal audit requests related to AR/AP and premium accounting.

• Monitor customer advances, payment plans, and high-volume client reconciliations.

• Provide reporting and analysis related to premium receivables, payables, and producer commissions.

• Identify opportunities to improve workflows, processes, and internal controls.

• Partner with senior finance leadership on special projects and process improvement initiatives.

• Assign workloads, establish priorities, coordinate vacation and backup coverage, and ensure financial deadlines are consistently met.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or a related field preferred.

• 7+ years of experience in AR/AP or accounting operations, including management experience.

• Insurance industry experience a plus.

• Strong understanding of insurance premiums, commissions, receivables, payables, and general ledger accounting.

• Experience with insurance agency billing strongly preferred.

• Experience with Applied Systems platforms such as EPIC or TAM is a plus.

• Strong proficiency with Microsoft Office, particularly Excel.

• Demonstrated ability to lead and develop an accounting team.

• Solid understanding of internal controls and accounting processes.

Compensation: $110,000–$120,000 base salary, plus benefits.
Location: Woodbury, NY

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Private Client Personal Insurance Account Manager

Job Summary

Seeking a highly skilled and experienced Private Client Personal Insurance Account Manager to join a fast growing brokerage. This role is ideal for a professional with a strong background in insurance. The successful candidate will manage VIP personal lines accounts, providing exceptional white glove service to valued clients.

Responsibilities

• Manage a portfolio of VIP personal lines accounts, including secondary and high-value homes, boats/yachts, antique/exotic cars, fine art/jewelry and more.
• Provide exceptional customer service, ensuring client satisfaction and retention.
• Manage and service a book of business, handling a diverse range of account sizes.
• Utilize agency management software to manage accounts efficiently.
• Collaborate with carriers such as Andover, Chubb, AIG, PURE, and others.
• Stay updated on industry trends and maintain strong knowledge of insurance coverages.

Qualifications/Requirements

• Active Property & Casualty (P&C) license is required.
• Strong knowledge of High-Net-Worth coverages.
• Proficiency in using Applied EPIC or similar agency management software is preferred.
• Proven experience managing mid-market and VIP personal lines accounts.
• Excellent communication and interpersonal skills.
• Ability to work independently in a fully remote/hybrid environment.
• Commitment to providing outstanding customer service and maintaining long-term client relationships.

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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Select Commercial Inside Sales and Marketing Specialist

Job Summary

Seeking a dedicated and experienced Select Commercial Inside Sales and Marketing Specialist to join a team. This full-time position offers a unique opportunity to serve as a trusted advisor between clients and insurance carriers, ensuring outstanding service and advisory support. The role focuses on building and maintaining client relationships, prospecting new business opportunities, and providing tailored insurance solutions. If you are motivated, detail-oriented, and passionate about delivering exceptional service, we encourage you to apply.

Compensation Package

• Salary: $50,000 - $70,000 annually, plus commission

Responsibilities

Prospecting

• Develop strategies to identify and secure new business opportunities.
• Generate B2B sales for accounts with premiums under $25,000 through referrals and cold calling.
• Handle incoming prospect inquiries via phone, walk-ins, and website leads.
• Analyze client insurance programs and recommend improvements.
• Build and maintain strong client relationships while achieving annual sales targets.

New Business Placement

• Maintain in-depth knowledge of current insurance products and market trends.
• Compile underwriting information and prepare applications for submission.
• Negotiate pricing, policy terms, and conditions with insurance carriers.
• Present quotes and recommendations to clients, ensuring all documentation is accurate.
• Issue binders, certificates, and other necessary documents for new accounts.

Additional Responsibilities

• Provide rating and quoting support for commercial client service teams.
• Adhere to agency processes, including documentation and compliance guidelines.
• Participate in internal and external educational programs to enhance skills and knowledge.
• Attend regular department and company meetings.

Qualifications/Requirements

Required:

• Valid Property, Casualty, Life, and Health Insurance Licenses.
• Proven experience managing small commercial insurance accounts.
• Strong organizational, analytical, and critical thinking skills.
• Ability to identify client risks and recommend appropriate solutions.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office and agency management software.
• Professional demeanor and positive attitude.

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Employment Law Claims Specialist

Job Summary

Seeking a highly skilled and experienced Employment Law Claims Specialist to join a team. This role involves managing complex liability claims with a focus on employers' liability claims under Part B of a standard Workers' Compensation Policy. The ideal candidate will possess strong analytical, communication, and interpersonal skills, as well as a deep understanding of standard industry liability forms.

Compensation Package

• Salary Range: $115,000 - $140,000 per year (based on qualifications and experience)

Responsibilities

• Manage an active desk of litigated and complex liability claims under business owner policies.
• Analyze coverage issues under Workers' Compensation and Business owners coverage forms, as well as other standard industry forms and endorsements.
• Investigate, evaluate, and process new loss notices and claim tenders.
• Strategize claims towards appropriate resolutions while maintaining regular communication with stakeholders, including attorneys.
• Draft coverage letters and evaluate claims with a focus on accuracy and timeliness.
• Collaborate on setting reserves at appropriate levels for claims.
• Ensure proper documentation of claim files in accordance with established guidelines.
• Obtain and maintain adjuster licenses as required.

Qualifications/Requirements

Performance Requirements:

• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills, including proper grammar usage and the ability to convey information clearly and concisely.
• Strong interpersonal skills and the ability to work collaboratively.
• Familiarity with complex medical injuries, records review, and treatment plans.
• Ability to work independently, meet deadlines, and manage multiple tasks effectively.
• Proficiency in MS Word, Excel, and other Microsoft and internet applications.
• High attention to detail and the ability to execute good judgment in sensitive situations.

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Commercial Lines Client Executive

Job Summary

Seeking a highly motivated and experienced Commercial Lines Client Executive to join a dynamic team. This role is ideal for a professional with a strong background in trucking/transportation insurance who thrives in a collaborative and flexible work environment. You will be responsible for managing a book of business, providing exceptional client service, and contributing to the growth of the agency through cross-selling and outbound production efforts.

Compensation Package

• Base Salary: $65,000 - $90,000 (Dependent on Experience)
• Incentives:
  • $25,000 in new production premium or referrals monthly
• Benefits:
  • Remote work capability with equipment provided

Responsibilities

• Manage a book of business with $5.5 million in premium and 550-600 policies, primarily focused on trucking/transportation accounts with less than 10 fleets.
• Handle both new and renewal business, with an 80/20 split in favor of renewals.
• Provide exceptional customer service and maintain high retention rates.
• Actively cross-sell and engage in outbound production to grow the agency’s portfolio.
• Collaborate with the team to ensure seamless service delivery and client satisfaction.
• Utilize EPIC software for account management and documentation.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) License is required.
• Experience:
  • 3-5 years of specialized experience in trucking/transportation insurance within an agency setting.
  • Proficiency in EPIC software is highly preferred.
• Skills:
  • Strong sales and cross-selling abilities.
  • Excellent communication and interpersonal skills.
  • Team-oriented mindset with a collaborative approach to problem-solving.
  • Ability to work independently in a remote setting while maintaining high productivity.
• Soft Skills: Team player, collaborative, proactive, and client-focused.

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Job Summary

Seeking a dedicated and motivated professional to join a team. This role offers an excellent opportunity to contribute to a dynamic and innovative organization. The ideal candidate will bring a strong work ethic, a passion for excellence, and the ability to thrive in a collaborative environment. If you are looking for a challenging and rewarding career, we encourage you to apply.

Compensation Package

• Competitive salary commensurate with experience.
• Competitive benefits package, paid time off, etc.
• Opportunities for professional development and career advancement.

Responsibilities

• Perform assigned tasks with a high level of accuracy and efficiency.
• Collaborate with team members to achieve organizational goals.
• Maintain compliance with company policies and industry regulations.
• Identify opportunities for process improvement and contribute to their implementation.
• Communicate effectively with internal and external stakeholders.
• Provide exceptional service and support to clients, customers, or partners.

Qualifications/Requirements

• Proven experience in a similar role or relevant field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Ability to work independently and as part of a team.
• Proficiency in relevant software and tools.
• A commitment to maintaining confidentiality and professionalism.

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Commercial Lines Client Executive

Job Summary

Seeking a highly motivated and experienced Commercial Lines Client Executive to join a dynamic team. This role is integral to managing and growing a book of business focused on habitational accounts. The ideal candidate will possess a strong background in commercial lines insurance, with a specialization in habitational risks, and a proven ability to deliver exceptional client service. This position offers the flexibility to work remotely, hybrid, or in-office, depending on your preference.

Compensation Package

• Base Salary: $65,000 - $90,000 (DOE)

Responsibilities

• Manage a book of business valued between $3.5 million and $5 million in premium, primarily focused on middle-market habitational accounts ($75k-$200k in premium).
• Handle both new and renewal business, with an approximate split of 80% renewals and 20% new business.
• Provide exceptional client service, ensuring high retention rates and client satisfaction.
• Collaborate with the team to cross-sell and identify new business opportunities.
• Utilize EPIC software to manage accounts and streamline processes.
• Participate in team activities and contribute to a collaborative, supportive work environment.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) License is required.
• Experience:
  • 3-5 years of specialized experience in habitational insurance within an agency setting.
  • Proficiency in EPIC software is highly preferred.
• Skills:
  • Strong sales acumen with a proven track record in cross-selling and business development.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively in a team-oriented environment.
  • Strong organizational and time-management skills.
• Soft Skills: Team player, collaborative mindset, proactive, customer-focused, and adaptable.

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