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Commercial Lines Team Lead
Job Summary
A highly motivated and skilled Commercial Lines Team Lead is needed to oversee the success of commercial insurance operations. This role involves leading a team to deliver exceptional client service and achieve operational efficiency. The ideal candidate will possess strong leadership skills, comprehensive knowledge of commercial insurance products, and a proven ability to enhance team performance.
Responsibilities
- Team Leadership & Development: Lead, mentor, and manage a team in the Commercial Lines department. Foster a positive and collaborative work environment.
- Client Management: Serve as a trusted advisor for high-value clients, offering expert guidance on commercial lines products to maintain client retention and satisfaction.
- Operational Oversight: Oversee workflows and processes to ensure timely and accurate handling of policy renewals, endorsements, and new business activities in compliance with company standards.
- Performance Metrics: Monitor team performance, establish goals, and ensure accountability for meeting individual and team objectives.
- Collaboration: Coordinate with other team leads, account managers, underwriters, and relevant stakeholders to drive operational success.
- Problem-Solving: Proactively address and resolve escalated client issues to maintain strong business relationships.
- Training & Development: Provide professional development opportunities to keep the team current with industry trends, regulations, and best practices.
- Compliance: Stay updated on industry compliance standards and ensure team adherence to applicable laws and organizational guidelines.
Qualifications/Requirements
- Experience: Minimum of 5 years' experience in commercial insurance, including at least 2 years in a leadership or supervisory role. Account Executive experience is preferred.
- Education: Bachelor’s degree in Business Administration, Risk Management, or a related field (or equivalent experience).
- Licensing: Current valid commercial insurance license as required by state regulations.
- Technical Skills: Proficient in Microsoft Office Suite and experienced with agency management software or CRM tools.
- Leadership Skills: Proven ability to lead, develop, and inspire teams to achieve strategic objectives.
- Customer Service: Strong client relationship management skills with a proactive approach to meeting and exceeding client needs.
- Problem-Solving: Advanced critical thinking and decision-making capabilities to resolve challenges effectively.
- Communication: Excellent written and verbal communication skills to build strong relationships internally and externally.
- Organization: Exceptional time management and organizational skills, with the ability to handle multiple priorities 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-DM2
Job description
Seeking an experienced Insurance Account Representative to service and manage Commercial and/or Personal Lines accounts. This position is responsible for providing exceptional customer service, processing policy changes, handling renewals, preparing certificates of insurance, and maintaining accurate client records.
The ideal candidate will have prior insurance agency experience, strong organizational skills, and the ability to work efficiently in a fast-paced environment.
Key Responsibilities
Commercial and/or Personal Lines Account Management
- Service assigned accounts and respond promptly to client requests.
- Process endorsements, renewals, cancellations, reinstatements, and new business submissions.
- Prepare and issue certificates of insurance, evidence of insurance, and related documentation.
- Review policies for accuracy and coverage adequacy.
- Assist clients with billing questions, claims reporting, and policy inquiries.
- Market accounts to insurance carriers when needed.
- Follow up on pending underwriting requirements and loss control items.
- Maintain detailed and accurate client records in the agency management system.
Customer Service
- Build and maintain strong relationships with clients, carriers, and internal team members.
- Communicate professionally by phone, email, and in person.
- Provide timely and accurate insurance advice within licensing authority.
Administrative Duties
- Process carrier downloads and electronic correspondence.
- Maintain suspense and follow-up activities.
- Assist with special projects and other duties as assigned.
Qualifications
- Insurance experience in Commercial and/or Personal Lines.
- Strong knowledge of insurance coverages, endorsements, and policy servicing.
- Excellent written and verbal communication skills.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities and meet deadlines.
- Positive attitude and strong customer service skills.
Licensing Requirements
- Must possess a valid Georgia Property & Casualty insurance license or
- Be able to obtain the required license within 90 days of hire.
Preferred Qualifications
- Experience with Commercial Lines certificates of insurance and endorsements.
- Familiarity with carrier websites and policy management systems.
- CISR designation or other insurance-related certifications are a plus.
Company Description
We are a growing independent insurance agency dedicated to providing outstanding service to our clients. Our team values professionalism, teamwork, and continuous improvement. We offer a supportive environment where experienced insurance professionals can thrive and build long-term careers.
Commercial Insurance Account Manager
Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.
The ideal candidate will have the following qualifications:
- Experience working with multiple lines coverage.
- Ability to manage a large, established book of business.
- Prior experience in a client facing role, building and maintaining relationships
- Ability to handle new and renewal business, including coverage review and endorsements.
- Ability to review insurance contracts for accuracy.
- Complete and prepare certificates, proposals, policy summaries, and reviews.
- Ability to work independently or as part of a team to support sales and drive agency revenue.
- Responsible for retention of all accounts assigned to them.
- Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
- Experience in brokerage setting.
- Carry an active P&C license.
#LI-BH1
About the Company
Our client is a highly respected insurance organization dedicated to delivering exceptional claims handling and legal expertise across complex casualty and management liability lines. They are seeking an experienced Claims Attorney with Employment Practices Liability (EPL) expertise to join their growing claims team.
Position Summary
The Claims Attorney will be responsible for managing a caseload of Employment Practices Liability claims from inception through resolution. This individual will analyze coverage, evaluate liability and damages exposure, oversee litigation strategy, and work collaboratively with insureds, defense counsel, and internal stakeholders to drive efficient claim outcomes.
Compensation
- $140,000 - $170,000/year (based on experience)
- Annual bonus potential
- Comprehensive medical, dental, and vision benefits
- 401(k) with company match
- Paid time off and holidays
- Remote or hybrid flexibility depending on location
- Career growth opportunities within a collaborative organization
Requirements
- Juris Doctor (JD) degree from an accredited law school
- Active bar admission in at least one U.S. jurisdiction
- 3+ years of experience handling Employment Practices Liability claims and/or employment litigation
- Strong understanding of EPL coverage, litigation management, and employment law
- Excellent analytical, negotiation, and communication skills
- Ability to manage multiple complex claims in a fast-paced environment
- Strong organizational skills and attention to detail
Responsibilities
- Manage a pending of EPL claims involving allegations such as discrimination, harassment, wrongful termination, retaliation, wage and hour disputes, and related employment matters
- Analyze insurance coverage and evaluate liability and exposure
- Develop and execute claim resolution strategies
- Retain, manage, and provide direction to defense counsel throughout the litigation process
- Review pleadings, legal filings, settlement demands, and litigation budgets
- Participate in mediations, settlement negotiations, and claim resolution discussions
- Maintain timely and accurate claim file documentation
- Communicate effectively with insureds, brokers, underwriters, and internal leadership
- Ensure compliance with company guidelines and regulatory requirements
#LI-MW1
About the Company
Our client is a highly respected insurance organization dedicated to delivering exceptional claims handling and legal expertise across complex casualty and management liability lines. They are seeking an experienced Claims Attorney with Healthcare or Medical Professional Liability expertise to join their growing claims team.
Position Summary
The Claims Attorney will be responsible for managing a caseload of Medical Professional Liability claims from inception through resolution. This individual will analyze coverage, evaluate liability and damages exposure, oversee litigation strategy, and work collaboratively with insureds, defense counsel, and internal stakeholders to drive efficient claim outcomes.
Compensation
- $140,000 - $170,000/year (based on experience)
- Annual bonus potential
- Comprehensive medical, dental, and vision benefits
- 401(k) with company match
- Paid time off and holidays
- Remote or hybrid flexibility depending on location
- Career growth opportunities within a collaborative organization
Requirements
- Juris Doctor (JD) degree from an accredited law school
- Active bar admission in at least one U.S. jurisdiction
- 3+ years of experience handling medical professional liability claims
- Strong understanding of medical professional liability coverage and litigation management
- Excellent analytical, negotiation, and communication skills
- Ability to manage multiple complex claims in a fast-paced environment
- Strong organizational skills and attention to detail
Responsibilities
- Manage a pending of medical professional liability claims
- Analyze insurance coverage and evaluate liability and exposure
- Develop and execute claim resolution strategies
- Retain, manage, and provide direction to defense counsel throughout the litigation process
- Review pleadings, legal filings, settlement demands, and litigation budgets
- Participate in mediations, settlement negotiations, and claim resolution discussions
- Maintain timely and accurate claim file documentation
- Communicate effectively with insureds, brokers, underwriters, and internal leadership
- Ensure compliance with company guidelines and regulatory requirements
#LI-MW1
Private Client Account Manager
A leading national insurance brokerage is seeking an experienced Account Manager to join its Personal Lines – High Net Worth division. This position involves managing and servicing complex personal lines accounts for ultra high net worth clients, ensuring exceptional service, coverage accuracy, and retention.
Job Summary
The Senior Account Executive will handle all aspects of daily account servicing, renewals, and re-marketing across all lines of personal property and casualty insurance. This role requires deep expertise in high net worth client management, carrier relationships, and customized coverage solutions for unique exposures.
Responsibilities
- Manage day-to-day service for assigned high net worth personal lines accounts.
- Address client inquiries related to premiums, billing, and policy coverage.
- Provide claims counseling and assist clients through the claim settlement process.
- Conduct risk assessments and assist clients with applications and renewal questionnaires.
- Evaluate policy coverage terms and limits to ensure adequacy relative to each client’s risk profile.
- Re-market renewals as needed to secure optimal coverage and pricing.
- Negotiate renewal terms with carriers to deliver the most comprehensive solutions.
- Prepare and present renewal summaries and recommendations to clients.
- Implement new and renewal programs and issue evidence of coverage.
- Identify opportunities to cross-sell or enhance existing coverage.
Qualifications
- Minimum of 4 years of personal lines experience with a focus on high net worth accounts.
- Proven expertise working with family offices and complex personal insurance portfolios.
- Experience with premier carriers such as Chubb, AIG Private Client Group, and PURE required; Cincinnati, Nationwide Private Client Group, and NatGen Premier preferred.
- Required: Strong knowledge of specialized coverages, including coastal properties, earthquake and brush fire risks, fine arts and jewelry schedules, collector vehicles, yachts, and builder’s risk.
- Holds an active P&C (Property and Casualty) insurance license.
- Proficiency with agency management software (e.g., AMS360, WorkSmart).
- Exceptional communication, analytical, and organizational skills.
- Ability to thrive in a team-oriented, high-pressure environment.
Compensation & Benefits
- Base salary range: $105,000-$120,000
- Additional compensation opportunities available for new business production.
- Comprehensive benefits package including medical, dental, and vision coverage, 401(k) with company match, life insurance, short- and long-term disability, and generous paid time off.
#LI-JL1
Job Description: Employee Benefits Broker
Location: Nassau County, NY Salary: Up to $100,000-$125,000 Base Salary + Commission
Overview:
Join one of our longest standing and global clients as an Employee Benefits Broker! We are seeking a motivated and skilled professional to help our clients navigate the complex world of employee benefits. This is an exciting opportunity to work with a global brokerage and make a significant impact in the industry.
Key Responsibilities:
- Develop and maintain strong relationships with clients, providing expert guidance on employee benefits solutions.
- Conduct thorough needs assessments to tailor benefit packages that align with client goals and budgets.
- Stay informed about industry trends, regulations, and competitive offerings to provide strategic advice.
- Collaborate with internal teams to deliver exceptional service and support throughout the client lifecycle.
- Manage the open enrollment process and assist clients with employee communication and education.
- Identify opportunities for new business and actively pursue leads to expand your client portfolio.
Qualifications:
- Valid Life & Health (L&H) license in New York.
- Proven experience in employee benefits brokerage or a related field.
- Strong interpersonal skills with the ability to build rapport and trust with clients.
- Excellent communication and presentation abilities.
- Detail-oriented with strong organizational and time-management skills.
- Ability to work both independently and collaboratively in a team environment.
What We Offer:
- Competitive base salary of up to $125,000, plus commission.
- Comprehensive benefits package, including health, dental, and retirement plans.
- Opportunities for professional development and career growth within a global organization.
- A supportive and inclusive work environment that values diversity and teamwork.
If you are passionate about employee benefits and ready to take your career to the next level, we want to hear from you! Apply today to join our team.
#LI-JL1
Our National Client out of Nassau County is seeking a High Net Worth/Personal Lines Account Executive with a hybrid office schedule! Please see qualifications below:
- Experience working on a high-end book of business is a plus
- Experience working with a mix of high end and standard book of business
- Knowledge of Applied EPIC is a plus but will train/not required
- Adhering to an established simplified workflow through the management system (EPIC)
- Knowledge of major carrier underwriting and interface, such as the Travelers, Progressive, Safeco, Plymouth Rock, Safeco, Chubb, PURE, Cincinnati, Berkley One and others
- Able to handle a full book of business consisting of either standard, high-end business, or a mix.
- Responsibilities include speaking and emailing insureds as they contact you and reaching out proactively, reviewing the policy renewals and making changes as needed, a pl assistant will handle certain endorsement tasks from this point.
- Contacting the company underwriters to review/negotiate certain policy coverages and premiums as needed.
- Accustomed to regularly quoting and navigating the various company websites and transacting endorsements if needed.
- Reviewing the monthly expiration reports and communicating with the PL manager and assistant as needed.
- Able to transact policy endorsements, ID Cards, mortgage requests, and other tasks as needed. These transactions will primary be handled by a department assistant and outsourcing team but may be needed to be completed if needed.
- Communicate with the department assistant, outsourcing team claims department and co-workers regarding daily tasks need to be completed.
#LI-JL1
We are seeking an experienced High Net Worth or Middle Market Personal Lines Account Executive for one of our Regional Clients. Extremely flexible schedule with 4 days working from home and 1 day in office in NYC. Please see qualifications below:
Essential Duties and Responsibilities:
- Primary Role is to assist busy producer primarily with Personal lines.
- Prepare and send Broker of Record Authorization forms and process with the carriers.
- Responds to client request for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner.
- Maintains follow-up and suspense file on outstanding orders, correspondence, renewal expirations and follows up on overdue and suspense items.
- Checks new and renewal policies and endorsements for accuracy in coverage.
- Assists with marketing renewals and new lines of insurance for producer’s accounts.
- Manages billing issues, and tracks cancellations.
- Manage renewal reviews and remarketing when necessary.
Qualifications
- Prior experience with AMS360
- Excel and word proficient
- Current NYS Brokers License
- Extensive personal line underwriting/coverage knowledge, some knowledge of commercial lines, or willing to learn.
- Comprehensive knowledge of various insurance contracts and the coverage they provide, as well as an understanding of company underwriting guidelines.
- Knowledge of Chubb, ACE, Cincinnati, AIG, Travelers, PURE systems in order to secure quotes. The more carriers the better
- Knowledge of Flood Coverage and how to quote and secure policies.
- Ability to secure all required underwriting information from new clients and/or producers to market the account.
- Quote new business and renewals based on risk with one or more carriers.
- Knowledge of running underwriting reports and the ability to interpret the information provided.
- Have a knowledge of high-net-worth clients and their coverage needs.
- Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, self-motivated.
#LI-JL1