Position: High Net Worth Leader Location: Open to fully remote; hybrid and local candidates preferred in Morris County, NJ

Salary: $90,000 - $170,000 (commensurate with experience)

About Us: We are a regional agency specializing in retail insurance and risk management, dedicated to providing tailored solutions for our clients. As we expand our personal lines department into the high net worth sector, we are seeking a dynamic and experienced leader to spearhead this initiative.

Key Responsibilities:

Qualifications:

Why Join Us?

If you are a motivated leader with a passion for high net worth insurance, we want to hear from you! Apply today to join our team and help us elevate our personal lines department to new heights.

#LI-JL1

Senior Private Client Advisor / Personal Lines Account Executive

Overview: We are seeking a licensed Advisor who is experienced in working with high net worth and ultra-high net worth individuals, providing consulting services, and maintaining strong client relationships.

Responsibilities:

• Meet with clients on a regular basis to understand and address their needs
• Maintain and grow client relationships to generate revenue for the office
• Work with HNW/Ultra HNW clients with assets such as multi-assets, planes, yachts, fine art, and jewelry
• Provide consulting services to clients in a client-facing role

Qualifications:

• Experience in a client-facing role with high-net-worth individuals
• 5-7 years of experience working with HNW clients
• 220 license required
• Strong understanding of HNW assets such as multi-assets, planes, yachts, fine art, and jewelry

Day-to-day: The role offers a hybrid remote schedule with 2 days in the office. The salary ranges from $85k-$120k with additional bonuses based on performance and growth targets.

Benefits:

• Quarterly bonus
• Annual bonus based on growth targets
• Annual team retention bonus
• 401(k) plan
• Flexible work schedule

#LI-KR1

Commercial Insurance Account Manager- Hybrid in JACKSONVILLE, FL 

Commercial Lines Manager

Job Summary

Seeking a dynamic and experienced Commercial Lines Manager to lead and oversee the commercial lines department. This role is pivotal in ensuring the smooth operation of the department, managing a team of 15 professionals, and driving strategic initiatives to enhance efficiency and growth. The ideal candidate will bring a wealth of industry knowledge, strong leadership skills, and a passion for fostering a collaborative and innovative work environment.

Compensation Package

• Salary Range: $100,000 - $150,000 annually, commensurate with experience.
• Benefits: Comprehensive medical, dental, and vision insurance.
• Work Schedule: Flexible working schedules, including the option for every other Friday as a half-day or day off.
• Work Environment: Family-oriented culture with regular team outings, happy hours, and an end-of-year holiday party.
• Work Arrangement: Primarily on-site, with potential for hybrid work (one day per week remote, subject to discussion).

Responsibilities

• Lead and manage the commercial lines department, overseeing a team of 15 professionals.
• Supervise daily operations, including renewals, PTO management, and team accountability.
• Develop and implement processes and procedures to improve efficiency and effectiveness.
• Provide mentorship and guidance to team members, fostering a collaborative and supportive work environment.
• Manage carrier relationships and appointments, ensuring strong partnerships.
• Oversee budgeting, forecasting, and staffing needs for the department.
• Drive strategic initiatives to align the department with the agency's long-term goals.
• Stay updated on industry trends and maintain broad knowledge of insurance coverage and operations.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 10 years in commercial insurance, with proven management experience.
• Industry Knowledge: Broad understanding of the insurance industry, including oil & gas, construction, hospitality, financial institutions, and more.
• Technical Skills: Proficiency in EPIC software is preferred.
• Leadership Skills: Strong character, empathy, and the ability to inspire and manage a diverse team.
• Strategic Thinking: Demonstrated ability to develop and execute strategic plans for departmental growth and improvement.
• Interpersonal Skills: Excellent communication and relationship-building abilities.

#LI-EL1

Personal Lines Rater

Job Summary

Seeking a detail-oriented and professional Personal Lines Rater to join a growing team. This is an exciting opportunity to work in a dynamic and professional environment with a company that values its employees and offers competitive compensation and benefits. The ideal candidate will have experience in marketing, rating, and negotiating personal lines insurance accounts. This is a fully onsite position where you will collaborate with a team of dedicated professionals.

Compensation Package

• Salary Range: $55,000 - $60,000 annually (commensurate with experience)
• Benefits Offered: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Environment: Fully onsite

Responsibilities

• Quote new and renewal business for standard personal lines insurance accounts.
• Perform rating, marketing, and negotiation tasks to ensure competitive and accurate pricing.
• Collaborate with carriers such as Chubb, Travelers, Hanover, Cincinnati, Safeco, and Berkley One to secure optimal coverage for clients.
• Utilize AMS360 software to manage accounts and streamline processes.
• Maintain a high level of professionalism and accuracy in all interactions with clients and carriers.
• Support the team in achieving departmental goals and contributing to the overall growth of the company.

Qualifications/Requirements

• Minimum of 3 years of experience in personal lines insurance, with a focus on rating and marketing.
• Property & Casualty (P&C) licensure or designation is required.
• Proficiency in AMS360 software is preferred.
• Strong negotiation and communication skills.
• Ability to work effectively in a professional, onsite office environment.
• Detail-oriented with excellent organizational and time-management skills.

#LI-JN4

Claims Examiner II - 1st Party Commercial Property

Job Summary

Seeking a highly skilled and experienced Claims Examiner II - 1st Party Commercial Property to join a team. This role involves managing both litigated and non-litigated 1st Party Commercial Property claims from inception to resolution. The ideal candidate will have a strong background in handling complex claims, including coverage analysis, claim investigation, loss assessment, and settlement.

Compensation Package

• Salary: $80,000 - $100,000 per year
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a caseload of 50-75 1st Party Commercial Property claims, including warehouses, commercial buildings, retail spaces, growing facilities, farm and ranch buildings, and more.
• Handle claims with coverage up to $1 million, including approximately 50% litigated files.
• Conduct thorough claim investigations, coverage analyses, loss assessments, and settlements.
• Collaborate with legal teams on litigated claims.
• Ensure compliance with company policies and industry regulations.
• Provide exceptional service to clients across the United States.

Qualifications/Requirements

• Minimum of 5+ years of experience handling complex 1st Party Commercial Property claims.
• Litigation experience is required.
• Bachelor's degree is required.
• Licensure in Texas or Florida is preferred; other state licenses will be considered.
• Experience in jurisdictions such as California, Texas, Florida, Georgia, and New York is highly desired.
• Strong carrier experience is highly preferred.
• Stable work history with demonstrated career progression.
• Expertise in claim investigation, coverage analysis, loss assessment, claim reserving, and settlement.

#LI-BC1

Senior Claims Examiner - 1st Party Commercial Property

Job Summary

Seeking a highly skilled and experienced Senior Claims Examiner to join a team. This role involves managing complex 1st Party Commercial Property claims, including both litigated and non-litigated cases, from inception to resolution. The ideal candidate will have a strong background in claim investigation, coverage analysis, loss assessment, and claim reserving and settlement.

Compensation Package

• Salary: $100,000 - $120,000/year
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Handle a caseload of 40-60 complex 1st Party Commercial Property claims, including warehouses, commercial buildings, retail spaces, farm/ranch buildings, and more
• Manage claims with coverage up to $2 million
• Conduct thorough claim investigations and perform detailed coverage analyses
• Assess losses, reserve claims, and negotiate settlements
• Handle litigated files (approximately 50% of caseload)
• Collaborate with legal teams and other stakeholders to ensure efficient claim resolution

Qualifications/Requirements

• Education: Bachelor’s Degree (required)
• Experience:
  • Minimum of 7 years handling complex 1st Party Commercial Property claims
  • Litigation experience is required
  • Carrier experience is highly desired
  • Experience in jurisdictions such as CA, TX, FL, GA, and NY is preferred
• Licenses:
  • Ideally licensed in TX or FL (other licenses will be considered)
• Skills:
  • Strong analytical and problem-solving abilities
  • Proficiency in claim investigation, coverage analysis, loss assessment, and settlement negotiation
• Work History:
  • A proven track record of consistent job tenure in previous roles is required

#LI-BC1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a team. In this role, you will independently manage an assigned book of personal lines insurance business, ensuring exceptional customer service and tailored solutions for clients. You will work closely with clients, insurance carriers, and agency partners to deliver professional and timely service while contributing to the growth and success of the agency.

Compensation Package

Offering a competitive annual salary that is reviewed periodically during performance evaluations. Additionally, you will be eligible for monthly commissions on new business generated, in accordance with agency guidelines. This compensation structure is designed to reward outstanding service, client retention, and contributions to the agency’s growth.

Responsibilities

• Handle new business marketing for qualified personal lines opportunities.
• Manage policy renewals and initiate re-marketing efforts to ensure competitive coverage and pricing.
• Issue and bind new and renewal policies in compliance with agency procedures.
• Perform detailed policy and endorsement checks to ensure accuracy and compliance.
• Provide comprehensive policy servicing for assigned clients, including processing changes, handling requests, and updating documentation.
• File auto claims for specific carriers and guide insured clients in filing claims directly with others.
• Maintain accurate documentation and communication logs within the agency management system (AMS360).
• Deliver timely, courteous, and professional service via phone, email, and written communication.

Key Performance Indicators (KPIs)

• Client Retention: Maintain an annual client retention rate of 90% by minimizing policy cancellations, non-renewals, and lapses (excluding uncontrollable factors such as relocation, death, or underwriting withdrawal).
• New Business Growth: Contribute to agency growth by achieving an annual increase of 5% in personal lines policies/accounts.

Qualifications/Requirements

• Proven experience in personal lines insurance account management or a related field.
• Strong knowledge of personal lines insurance products, policies, and procedures.
• Proficiency in using agency management systems (experience with AMS360 is a plus).
• Exceptional attention to detail and organizational skills.
• Excellent communication skills, both written and verbal, with a professional demeanor.
• Ability to work independently, prioritize tasks, and meet deadlines.
• A customer-focused mindset with a commitment to delivering outstanding service.
• Relevant insurance licenses as required by state regulations.

#LI-AH2

Personal Lines Team Lead

Job Summary

Seeking a dedicated and experienced Personal Lines Team Lead to join a team. This role is pivotal in managing and leading the Personal Lines Sales and Account Management teams, ensuring exceptional customer service, operational efficiency, and team performance. The ideal candidate will bring strong leadership skills, a customer-focused mindset, and the ability to foster a collaborative and high-performing team culture.

Compensation Package

• Salary Range: $62,500 - $80,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Directly manage the Personal Lines Sales and Account Management teams, including supervision, coaching, and professional development
• Set performance expectations and monitor key performance indicators to achieve sales, service, and retention goals
• Provide guidance and establish standards to maintain exceptional customer satisfaction
• Represent the agency at networking and community events
• Foster a high-performing, motivated, and accountable team culture
• Collaborate with staff to resolve client issues, improve processes, and drive revenue growth
• Audit workflows, policies, and procedures to ensure efficiency and regulatory compliance
• Support budget development and monitor departmental financial health
• Handle occasional confrontations with customers in a professional and effective manner
• Prioritize in-person interactions and ensure they are efficient and productive
• Perform other duties as assigned by management

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license and a valid driver’s license are required
• Experience: Minimum of 3 years of management experience; account management experience is preferred but can be taught
• Technical Skills: Experience with EPIC software is preferred, but training will be provided if necessary
• Soft Skills: Strong problem-solving abilities, excellent customer interaction skills, adaptability, and the ability to handle high-pressure situations with professionalism
• Education: Relevant educational background is preferred

#LI-AS3

Job Title: Office Administrator

Location: Houston, TX
Salary: $55,000 – $65,000 (based on experience)
Benefits: Healthcare coverage

Position Overview

The Office Administrator plays a key role in ensuring the office operates efficiently and effectively. This individual will manage administrative processes, support internal operations, and serve as a central point of coordination across the team. This is an excellent opportunity for someone who thrives in a fast-paced environment and enjoys taking ownership of their work.

Key Responsibilities

• Manage and process company bills accurately and on time

• Handle paperwork related to transactions for ownership deals

• Verify titles and ensure all documentation is complete and compliant

• Oversee and manage the titling process

• Serve as the first point of contact for incoming calls, visitors, and general inquiries

• Provide administrative and occasional personal support to leadership as needed

• Maintain organized records and ensure smooth day-to-day office operations

Qualifications

• Highly organized with strong attention to detail

• Self-starter with the ability to take initiative and ownership of responsibilities

• Strong problem-solving skills and the ability to think proactively

• Comfortable working in a dynamic, fast-paced environment

#LI-ET1