Job Title: Small Business Insurance Assistant Account Manager

Job Summary

Seeking a motivated and detail-oriented Small Business Insurance Assistant Account Manager to support the management of small business insurance accounts. This role involves providing exceptional customer service, administrative support, and maintaining strong client relationships. A proven ability to organize, multi-task, and work effectively in a fast-paced industry is essential. This position offers an excellent opportunity for career growth within a collaborative and supportive team environment.

Responsibilities

• Assist Account Managers with the daily servicing of small business insurance accounts.
• Respond to client inquiries, process policy renewals, and handle updates promptly.
• Prepare and manage documentation, including certificates of insurance, invoices, and policy summaries.
• Communicate with clients, insurance carriers, and internal teams to resolve issues and answer questions.
• Maintain accurate client files, documents, and records in the agency management system.
• Support the quoting process by coordinating and reviewing required information for new and renewal policies with carriers.
• Ensure compliance with industry standards, policies, and procedures.
• Identify and escalate potential client or account concerns to senior team members or leadership.
• Stay updated on industry trends, regulations, and insurance products to better assist clients and enhance team performance.

Qualifications/Requirements

• Associate’s or Bachelor’s degree in Business, Finance, Insurance, or a related field, or equivalent work experience.
• Minimum of 1-2 years of experience in insurance or customer service, preferably in small business insurance.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with insurance agency management systems (e.g., AMS360, Applied Epic) is a plus.
• Active Property & Casualty Insurance License or ability to obtain one within a specified timeframe.
• Strong communication and interpersonal skills to engage professionally with clients and team members.
• Excellent organizational skills and a keen attention to detail.
• Ability to prioritize and manage multiple tasks effectively in a fast-paced environment.
• Self-motivated with a proactive approach to problem-solving and continuous improvement.

Offered Benefits

• Competitive compensation and benefits, including health insurance, retirement plans, and opportunities for professional development.
• Supportive team environment focused on growth and career advancement.
• Opportunity to work directly with small business clients, helping safeguard their futures while fostering peace of mind.

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-CH3

Job Title: Small Business Insurance Account Manager

Job Summary

A dedicated and proactive Small Business Insurance Account Manager is needed to provide outstanding service to small business clients by managing their insurance needs and assisting with tailored risk management solutions. This role is ideal for individuals passionate about helping business owners safeguard their futures.

Responsibilities

• Develop and maintain strong relationships with small business clients to foster trust and loyalty.
• Manage insurance accounts, including policy renewals, amendments, and claims.
• Analyze client needs and recommend appropriate insurance products and solutions.
• Educate clients on coverage options and risk management strategies.
• Collaborate with underwriters, insurers, and other key stakeholders to secure optimal policies for clients.
• Ensure compliance with company policies, industry standards, and regulatory requirements.
• Clearly communicate policy changes, premiums, and guidelines to clients.
• Maintain detailed and accurate records of client interactions and policy transactions using a CRM system.
• Identify opportunities to cross-sell and upsell additional products or services to meet evolving client needs.
• Address and resolve insurance-related issues and inquiries professionally and promptly.
• Stay informed about industry practices, trends, and new insurance products.

Qualifications/Requirements

• Proven experience in insurance account management, preferably in a small business or commercial insurance environment.
• Relevant insurance licenses as required by state regulations (e.g., Property and Casualty License).
• Exceptional interpersonal and communication skills with a focus on providing excellent client service.
• Strong organizational and multitasking abilities with attention to detail.
• Proficient in using insurance management systems, CRM tools, and Microsoft Office Suite.
• Analytical problem-solving skills with the ability to assess and address client needs effectively.
• A team-oriented mindset with the ability to collaborate across teams.
• Bachelor’s degree in business, insurance, or a related field is preferred but not required; equivalent work experience will be considered.

Compensation and Benefits

• Competitive salary with performance-based incentives.
• Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
• Opportunities for professional development and continuing education.

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-CH3

Employee Benefits Account Manager

Job Summary

Seeking a highly motivated and detail-oriented Employee Benefits Account Manager to provide exceptional service by managing and optimizing employee benefits programs for a variety of clients. This position is ideal for candidates who excel in communication, thrive in collaborative environments, and are focused on delivering innovative solutions in a fast-paced, client-centered organization.

Responsibilities

• Serve as the primary contact for clients, maintaining strong and transparent relationships.
• Oversee the administration of employee benefits programs, including medical, dental, vision, life insurance, disability, and retirement plans.
• Collaborate with clients to understand their needs and recommend customized benefits plans, renewals, or modifications.
• Educate clients and their employees on benefits options, enrollment processes, and plan changes.
• Interact with insurance carriers, brokers, and third-party vendors to resolve issues and ensure seamless service delivery.
• Analyze market trends to identify opportunities for cost efficiency or plan improvements.
• Coordinate open enrollment processes, which include delivering presentations, preparing materials, and managing communications.
• Ensure compliance with laws and regulations, including ACA, COBRA, ERISA, HIPAA, and others.
• Maintain comprehensive and up-to-date client records, including benefits plans and regulatory documentation.
• Assist with resolving claims, eligibility, and billing issues to ensure exceptional client experiences.
• Contribute to the improvement of team processes and maintain a focus on enhancing the overall client experience.

Qualifications/Requirements

• At least 3 years of experience in employee benefits administration, account management, or a comparable role.
• Demonstrated success in managing client relationships and providing outstanding customer service.
• Comprehensive understanding of employee benefits, health insurance plans, and associated regulations (ACA, COBRA, ERISA, HIPAA, etc.).
• Holds an active L&H (Life and Health) insurance license.
• Strong organizational skills to manage multiple client accounts and tasks effectively.
• Excellent verbal and written communication abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with benefits administration software is advantageous.
• Analytical mindset with exceptional problem-solving skills and meticulous attention to detail.
• Ability to work independently and collaboratively in a dynamic team environment.
• Certification as a Certified Employee Benefits Specialist (CEBS) or similar is a plus 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-AB2

Position Summary

Commercial Insurance Marketing Manager, Hybrid, ATL, GA $100-$125K+

Responsible for developing and executing marketing strategies to effectively quote and place commercial insurance accounts.
This role involves collaborating with producers and account managers to assess client needs, negotiate with carriers, and ensure optimal coverage and pricing.
The Marketing Manager plays a pivotal role in enhancing client satisfaction and agency profitability through strategic market engagement and relationship management.

Key Responsibilities

• Market Analysis & Strategy Development

  • Conduct strategy meetings for prospect and renewal accounts requiring marketing efforts.

  • Develop individual account marketing strategies based on operational and relationship philosophies.

  • Provide up-to-date market intelligence on products, services, programs, and carrier appetites.

• Carrier & Broker Negotiations

  • Present client information to insurance carriers and brokers.

  • Negotiate terms and conditions of insurance quotations to fulfill client needs and exposure to risk.

  • Build and maintain strong relationships with carriers and brokers.

• Submission & Proposal Management

  • Create client proposals utilizing agency templates and management system data.

  • Ensure consistency, compliance, and quality in all submissions.

  • Oversee the submission process, including reviewing drafts and ensuring all corrections are addressed.

  • Prepare and present proposals to clients, ensuring all necessary documentation is included.

• Account Management & Client Liaison

  • Serve as a resource to the commercial lines department, continuously developing market and coverage knowledge.

  • Advise clients on coverage options and risk management strategies.

  • Assist in the resolution of complex account issues and concerns.

• Administrative & Compliance Oversight

  • Maintain agency systems, including document management, according to agency policies and procedures.

  • Ensure adherence to agency procedures that enforce E&O controls and data integrity.

  • Track new business and hit ratios to assess marketing effectiveness.

Qualifications

• Education & Experience

  • High School Diploma or GED equivalent required; Bachelor's degree preferred.

  • Minimum of 5 years of commercial lines account management experience, preferably with marketing experience.

  • Experience handling mid-large property and casualty accounts.

• Licensing & Certifications

  • Active General Lines Property and Casualty license required.

  • Insurance industry professional designations preferred (e.g., CIC, CPCU).

• Skills & Abilities

  • Strong interpersonal skills with the ability to build relationships with internal and external clients.

  • Exceptional attention to detail and organizational skills.

  • Intermediate or advanced proficiency in Microsoft Office programs.

  • Experience with agency management systems (e.g., Applied Epic, AMS360) preferred.

  • Ability to work effectively and efficiently independently and within a team environment.
    
    

#INDTJG-ST

#LI-RM10 

Commercial Lines Team Lead

Job Summary

Seeking a dynamic and experienced Commercial Lines Team Lead to join a growing team. This role is pivotal in managing a diversified book of business while leading and mentoring a team of professionals. The ideal candidate will be highly tech-savvy, passionate about the insurance industry, and possess strong leadership skills. This is an excellent opportunity for a motivated individual looking to build a long-term career in a high-growth, entrepreneurial environment.

Compensation Package

• Salary Range: $115,000 - $185,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Lead and manage a team of 8 employees, including Account Managers, Senior Client Managers, and Client Executives.
• Oversee a diversified book of business (~$500k in revenue) across industries such as healthcare, transportation, manufacturing, and life sciences.
• Provide direct client-facing services while coaching and mentoring team members to achieve their professional goals.
• Ensure team accountability and maintain a collaborative, problem-solving work environment.
• Utilize EPIC software to manage accounts and streamline processes.
• Actively contribute to the agency’s growth and success by fostering strong client relationships and delivering exceptional service.

Qualifications/Requirements

• Experience: Minimum of 5+ years in a similar role, with proven experience in people leadership and managing a team of comparable size.
• Licenses/Certifications: Property & Casualty (P&C) license required (will be provided within the first two months if not already obtained).
• Technical Skills: Proficiency in EPIC software is preferred. Must be highly tech-savvy and adaptable to new technologies.
• Soft Skills: Strong attention to detail, excellent relationship-building abilities, and a collaborative team-oriented mindset.
• Work Environment: Must be available to work in-office at least three days per week to provide stability and support to the team.
• Passion for Insurance: A genuine interest in the insurance industry and the value it provides to clients.

#LI-DD4

Contract Surety Underwriting Manager

Job Summary

Seeking a highly skilled and experienced Contract Surety Underwriting Manager to join a dynamic underwriting team. This role involves managing routine underwriting responsibilities, including financial and account analysis, bond renewal preparation, and maintaining strong agency relationships. The ideal candidate will have a deep understanding of the Contract Surety industry and possess exceptional analytical and communication skills.

Compensation Package

• Competitive salary (commensurate with experience).
• Comprehensive benefits package, including health, dental, and vision insurance.

Responsibilities

• Conduct financial and account analysis of pertinent data to evaluate new, existing, and renewal business.
• Request and gather financial information on assigned accounts.
• Prepare bond renewals and determine whether bonds should be canceled.
• Maintain and foster strong agency relationships, providing exceptional service and support.
• Underwrite low-value bonds and renewals within authority limits.
• Provide direction to Bond Underwriting Assistants for bond processing.
• Deliver quality recommendations to Branch and Home Office Reports on assigned accounts and agents.
• Rate and review bonds for premium and classification accuracy.
• Ensure accuracy and completeness of files, verifying all necessary documentation is included.
• Act as the primary service contact for assigned agents, including in-person visits to maintain ongoing relationships.
• Communicate knowledge of assigned accounts effectively to Branch and Home Office personnel through written and verbal means.
• Prioritize workflow to meet deadlines and ensure timely completion of tasks.
• Perform other job-related duties as required.

Qualifications/Requirements

• Bachelor’s degree in Risk Management, Finance, Mathematics, Business, or a related field with at least 7 years of experience in Surety, or equivalent experience (11 years of Surety experience).
• In-depth knowledge of the Contract Surety industry and advanced analytical skills, with a minimum of 5 years of industry experience.
• Ability to apply loss development and advanced loss analysis concepts to achieve optimal risk pricing.
• Creative problem-solving skills to utilize coverage features, deductibles, or reinsurance to meet company objectives.
• Strong communication and relationship-building skills to effectively interact with agents, underwriters, and internal teams.

#LI-JJ1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. You will manage a book of business totaling $2.5 million in premium, primarily consisting of standard market accounts. If you are a customer-focused professional with a strong background in personal lines insurance

Compensation Package

• Salary Range: $70,000 - $100,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a book of business, including home, auto, umbrella, and fire insurance policies.
• Handle renewals, endorsements, certificates of insurance (COI), and cross-selling opportunities.
• Provide exceptional customer service to clients, ensuring their needs are met promptly and professionally.
• Assist with quoting new and renewal business, with a primary focus on renewals.
• Collaborate with department managers and team members to ensure seamless service delivery.
• Proactively identify opportunities to bring in new business.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 2 years of experience in an independent insurance brokerage, with a focus on personal lines.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills:
  • Strong customer service orientation.
  • Reliable and dependable.
  • Warm, personable, and professional demeanor.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively in a team-oriented environment.

#LI-CW5

Personal Lines Agent

Job Summary

Seeking a motivated and experienced Personal Lines Agent to join a growing team. This is a full-time, onsite position that offers a dynamic work environment and the opportunity to contribute to the success of a well-established agency specializing in homeowners and other personal lines insurance.

Compensation Package

• Base Salary: $45,000 per year
• Commission Potential: Additional earning opportunities based on performance
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Engage with clients to provide exceptional customer service and address their insurance needs.
• Focus on selling homeowners and other personal lines insurance policies.
• Work with a quoting team to finalize quotes before presenting them to clients.
• Pass off sold accounts to the appropriate team for ongoing management.
• Maintain a professional and organized approach to daily tasks and client interactions.

Qualifications/Requirements

• Licenses: Must hold a valid 440, 2044, or 220 insurance license.
• Experience: Minimum of 1 year of experience in homeowners insurance.
• Technical Skills: Tech-savvy with the ability to quickly adapt to proprietary software systems.
• Work Environment: Fully onsite.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Customer-focused with a proactive attitude.
  • Ability to work effectively in a team-oriented environment.
  • Detail-oriented and organized.
  • Adaptable and able to thrive in a fast-paced setting.

#LI-DR1

High Net Worth Personal Lines Assistant Account Manager

Job Summary

Seeking a dedicated and experienced High Net Worth Personal Lines Assistant Account Manager to join a growing team. This is an exciting opportunity to work in a dynamic and supportive environment where exceptional customer service and professionalism are paramount. The ideal candidate will have a strong background in HNW account management, a passion for client satisfaction, and the ability to work collaboratively with a high-performing team.

Compensation Package

• Salary Range: $70,000 - $80,000 (with significant growth potential)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage renewals and policy changes for HNW clients with a focus on exceptional customer service.
• Assist on a book of business with accounts ranging from $20,000 to $50,000+ in premium volume.
• Collaborate with underwriters, producers, and claims teams to ensure seamless client support.
• Resolve complex issues between clients and carriers with professionalism and efficiency.
• Maintain strong relationships with HNW carriers such as Chubb, AIG, and BerkleyOne.
• Utilize Applied Epic software to manage accounts and ensure accuracy in all documentation.
• Attend client meetings as needed to provide personalized service and build trust.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 2-3 years in HNW account management.
• Technical Skills: Proficiency in Applied Epic software.
• Industry Knowledge: Familiarity with HNW carriers such as Chubb, AIG, and BerkleyOne.
• Customer Service: Strong commitment to providing "white glove" service to clients.
• Communication: Excellent verbal and written communication skills.
• Teamwork: Ability to work collaboratively with a team while managing individual responsibilities.

#LI-TM1