Commercial Insurance Producer - Hybrid/Remote

Job Summary

Seeking dynamic and results-driven Commercial Insurance Producers to join a growing team. This role offers an exciting opportunity to contribute to the expansion of an organization. The ideal candidate will have a proven track record in sales, a strong understanding of small business commercial insurance, and the ability to build and maintain client relationships. This position also includes a leadership opportunity for a qualified candidate to oversee sales performance across multiple local offices.

Compensation Package

• Base Salary: $50,000 - $65,000 annually, commensurate with experience.
• Additional Benefits: Comprehensive benefits package, including 401(k) plan.
• Growth Opportunities: Be part of a rapidly growing organization with significant career advancement potential.

Responsibilities

• Develop and execute sales strategies to achieve revenue goals, with a target of $30,000 in the first year and $50,000 in subsequent years.
• Build and maintain a robust pipeline of small business commercial accounts.
• Provide exceptional service to clients, ensuring their insurance needs are met.
• Collaborate with service teams to ensure seamless account management.
• For leadership candidates: Oversee sales performance across five local offices, track performance metrics, set goals, and provide mentorship to team members.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience:
  • 1-3+ years of experience in small business commercial insurance sales.
  • Successful captives or personal lines producers are encouraged to apply.
  • Leadership experience or readiness to step into a leadership role is a plus.
• Skills:
  • Strong sales acumen with a personable and likable demeanor.
  • Self-motivated, goal-oriented, and a "go-getter" attitude.
  • Excellent communication and interpersonal skills.
• Technical Proficiency: Familiarity with AMS 360 software is a plus but not required.
• Work Environment: Must be willing to work in-office at either the Raleigh or Kannapolis locations, with occasional travel to other local offices as needed.

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Employee Benefits Producer

Job Summary

Seeking a driven, dedicated, and client-focused Employee Benefits Producer to join a team. This role involves serving as a trusted advisor to clients, guiding them through employee benefits options and identifying comprehensive solutions tailored to their organization’s needs. The ideal candidate will possess a strong understanding of employee benefits, excellent sales capabilities, and a passion for fostering meaningful relationships with clients.

Responsibilities

• Develop and maintain strong relationships with prospective and existing clients to assess and address their employee benefits needs.
• Design, recommend, and implement customized employee benefit solutions, including healthcare plans, retirement strategies, and wellness programs.
• Monitor market trends and regulations impacting employee benefits to provide clients with accurate and actionable insights.
• Collaborate with internal teams, including underwriting, account management, and carriers, to ensure successful client outcomes.
• Lead new business initiatives, conducting assessments, delivering presentations, and preparing proposals to attract and retain clients.
• Provide consultative support during benefits renewal processes to ensure client satisfaction and retention.
• Stay current with compliance matters, including ACA, HIPAA, ERISA, and other relevant laws.

Qualifications/Requirements

• Proven experience as an Employee Benefits Producer or in a similar consultative sales role, including expertise in group benefits, health insurance plans, and ancillary products.
• Strong knowledge of employee benefits products, industry trends, and regulatory requirements.
• Exceptional communication, presentation, and interpersonal skills with a focus on building lasting client relationships.
• Results-oriented mindset with a consistent track record of meeting or exceeding sales targets.
• Proficiency in using CRM systems, Microsoft Office Suite, and virtual communication tools.
• Self-motivated, highly organized, and detail-oriented individual with strong time management skills.
• Holds an active L&H (Life and Health) insurance license.
• Bachelor’s degree in Business Administration, Human Resources, or a related field preferred, or equivalent experience.

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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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.

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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.

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Vice President, Captive Insurance Underwriting & Account Executive

Job Summary

Seeking a highly experienced and motivated professional to join a team as Vice President, Captive Insurance Underwriting & Account Executive. This role is a unique opportunity to combine expertise in commercial insurance underwriting, client relationship management, financial analysis, and business development within the growing captive insurance marketplace.

As a key member of a team, you will have the opportunity to influence the growth and profitability of captive insurance programs while working closely with brokers, clients, and strategic partners. This role offers significant autonomy, executive visibility, and the chance to make a meaningful impact on the success of the organization.

Compensation Package

• Performance-Based Bonus
• Comprehensive benefits package, including health, dental, and vision insurance

Responsibilities

• Build and maintain strong relationships with brokers, clients, and strategic partners.
• Identify and generate new business opportunities for captive insurance programs.
• Lead due diligence and feasibility analyses for prospective captive programs.
• Evaluate, select, classify, and price risks for captive insurance companies.
• Manage renewals, coverage recommendations, pricing strategies, and program profitability.
• Conduct financial and risk analyses, including capital and profitability evaluations.
• Present captive strategies and recommendations to clients and stakeholders.
• Participate in captive board meetings and serve as a subject matter expert.
• Travel to client meetings, board meetings, and business development events as required.
• Drive top-line growth and bottom-line profitability for assigned captive programs.

Qualifications/Requirements

• Minimum of 10 years of Commercial Property & Casualty (P&C) underwriting experience.
• Experience with large account, complex, specialty, or program business.
• Captive insurance or alternative risk financing experience is strongly preferred.
• Strong financial acumen and analytical capabilities.
• Active Property & Casualty license is required.
• Proven ability to develop business and build strong broker relationships.
• Experience presenting to executive-level clients and stakeholders.
• Exceptional communication, negotiation, and relationship management skills.
• Proficiency in Microsoft Excel, PowerPoint, Word, and CRM systems.
• Advanced designations or degrees such as CPCU, ARM, CPA, ACI, or MBA are preferred.

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Commercial Insurance Processor (Remote)

Job Summary

Seeking a detail-oriented and experienced Commercial Insurance Processor to join a team. This role involves managing a generalist book of commercial insurance accounts, handling end-to-end processing tasks, and ensuring exceptional service delivery. The position offers a laid-back work environment with no micromanagement, making it an ideal opportunity for professionals who thrive in a supportive and autonomous setting.

Compensation Package

• Salary Range: $50,000 - $60,000 (flexible based on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a generalist book of commercial insurance accounts with policy sizes up to $100,000.
• Perform comprehensive processing tasks, including Certificates of Insurance, billing, endorsements, and renewals.
• Quote new and renewal business as needed.
• Utilize Applied EPIC software for all processing and account management tasks.
• Collaborate with team members across two office locations to ensure seamless operations.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license preferred.
• Experience: Minimum of 1 year in Commercial Lines processing.
• Technical Skills: Proficiency in Applied EPIC software is required.
• Key Competencies:
  • Strong attention to detail and organizational skills.
  • Ability to work independently in a remote environment after onboarding.
  • Excellent communication and customer service skills.

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Commercial Lines Producer

Job Summary

Seeking an experienced Commercial Lines Producer to drive organic growth through new business development and relationship management. This role is ideal for a sales-focused insurance professional with a strong track record of developing commercial accounts, building client relationships, and generating new revenue.

The position offers the opportunity to work within a collaborative environment with access to strong carrier relationships and internal resources that support continued business development and client service.

Responsibilities

• Develop and close new Commercial Lines business opportunities.

• Build and maintain relationships with business owners, executives, centers of influence, and referral partners.

• Collaborate with internal service teams to support a positive client experience.

• Identify opportunities to provide risk management, claims consulting, and other value-added services.

• Generate cross-selling opportunities across complementary insurance and financial service offerings.

• Maintain strong carrier relationships and support marketing strategies for client accounts.

• Develop industry or niche expertise to support targeted business development efforts.

Qualifications/Requirements

• 3+ years of Commercial Insurance production experience.

• Proven track record of generating new business and growing commercial revenue.

• Existing commercial book of business preferred.

• Experience working with middle-market and/or large commercial accounts.

• Strong sales, networking, communication, and relationship-building skills.

• Holds an active P&C (Property and Casualty) insurance license.

Compensation Package

• Competitive base salary plus commission.

• 40% new business commission.

• 25% renewal commission.

• Comprehensive benefits package.

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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Commercial Lines Account Manager

Job Summary

Seeking a dedicated and enthusiastic Commercial Lines Account Manager to join a team. This role focuses on managing accounts within the Recreation Book of Business, which includes clients in the amusement and family entertainment industries. The ideal candidate will bring a positive, proactive attitude and a commitment to delivering exceptional service.

Compensation Package

• Salary Range: $65,000 - $75,000 annually
• Benefits: Comprehensive benefits package, including health insurance.

Responsibilities

• Manage and service accounts within the Recreation Book of Business, including amusement parks, family fun centers, fairs, festivals, and more.
• Quote new and renewal business.
• Collaborate with team members to ensure client satisfaction and retention.
• Utilize ImageRight and Sagitta software to manage client accounts and documentation.
• Maintain a positive and professional relationship with clients and colleagues.

Qualifications/Requirements

• Experience: Minimum of 2+ years of experience in an independent insurance agency.
• Licenses: Property & Casualty (P&C) license required.
• Technical Skills: Proficiency in ImageRight and Sagitta software preferred.
• Soft Skills:
  • Positive, "glass half full" attitude.
  • Strong interpersonal and communication skills.
  • Ability to see the positive in challenging situations.
• Work Environment: Hybrid schedule (3 days in-office, 2 days remote).

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Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager to join a team. This role involves managing a retail book of business, providing A-Z servicing, quoting new and renewal policies, conducting coverage gap analyses, and cross-selling/up-selling opportunities. The ideal candidate will have a strong background in commercial lines account management and a passion for delivering exceptional customer service.

Compensation Package

• Salary Range: $70,000 - $120,000 (based on experience)
• Incentives: Additional earnings through cross-selling and up-selling opportunities
• Benefits: Comprehensive benefits package

Responsibilities

• Manage a retail book of business valued between $4M-$6M, with accounts ranging from $15K-$25K per line and some accounts up to $150K.
• Provide end-to-end servicing for commercial lines accounts, including quoting new and renewal policies.
• Conduct coverage gap analyses to ensure clients have optimal insurance solutions.
• Identify and execute cross-selling and up-selling opportunities to enhance client portfolios.
• Utilize in-house CRM systems and Google Suite for efficient account management.
• Collaborate with a team of five customer success managers to ensure client satisfaction.

Qualifications/Requirements

• Licenses: Active 2-20 or 4-40 license is required.
• Experience: Minimum of 3-5 years in commercial lines account management.
• Technical Skills: Proficiency in using in-house CRM systems and Google Suite.
• Soft Skills: Strong communication, organizational, and analytical skills. Ability to work independently and as part of a team in a relaxed yet professional environment.
• Education: Relevant certifications or training in insurance or related fields are a plus.

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