Commercial Lines Account Manager

Job Summary

Seeking a motivated and experienced Commercial Lines Account Manager to join a dynamic and ambitious team. As a top agency specializing in insuring Homeowners Associations (HOAs), have carved out a unique niche in the market and pride ourselves on delivering exceptional service to a clients. If you are a self-starter who thrives in a fast-paced environment and has a passion for client service, a encourage you to apply.

Compensation Package

• Salary Range: $60,000 - $80,000 annually (based on experience).
• Benefits:
  • Unlimited PTO.
  • Comprehensive health insurance.
  • Profit-sharing opportunities.
• Work Environment: 100% remote role with no office requirement.

Responsibilities

• Manage the full lifecycle of commercial insurance policies, including billing, payments, and servicing.
• Handle Certificates of Insurance (COIs) with accuracy and efficiency, ensuring compliance with client needs.
• Provide exceptional customer service by confidently addressing client inquiries and resolving issues over the phone.
• Collaborate with internal teams to ensure seamless policy management and client satisfaction.
• Utilize technology, including tools like Excel and pivot tables, to streamline processes and improve efficiency.
• Stay informed about advancements in AI and technology to enhance service delivery.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: 2-3 years of experience in commercial lines account management or a related field.
• Technical Skills:
  • Familiarity with EZLynx software is a plus but not required.
  • Proficiency in Excel and a strong interest in leveraging technology and AI for process improvement.
• Soft Skills:
  • Self-motivated with the ability to take initiative and work independently.
  • Strong communication skills and confidence in phone-based client interactions.
  • Detail-oriented with excellent organizational skills.

#LI-RC1

Personal Lines Production Binding Underwriter

Job Summary

Seeking experienced and driven Personal Lines Production Binding Underwriters to join a growing team. This role is focused on new business production and offers the opportunity to build and grow a book of business from the ground up. Ideal candidates will have strong marketing capabilities, proven sales ability, and a passion for developing relationships.

Compensation Package

• Base Salary: $80,000 – $105,000 (up to $115,000+ for candidates with a significant book of business and strong relationships in Seattle)
• Bonus Structure: Commission eligibility begins once revenue generated is 2x the base salary and covers support staff costs.
• Equity Participation: Opportunity for future equity participation in a privately held company.
• Benefits:
  • Flexible and hybrid work arrangements
  • Employer-paid continuing education and professional designation support
  • Clear opportunities for career growth and advancement

Responsibilities

• Develop and execute marketing strategies to drive new business and renewals, including in-person visits, telemarketing, and targeted campaigns.
• Evaluate, classify, and rate risks to determine acceptability, coverage terms, and pricing.
• Submit underwriting referrals to brokerage facilities and internal leadership as needed.
• Monitor key performance metrics (hit ratio, retention, premium growth, loss ratio) and implement corrective actions when necessary.
• Mentor and train Assistant Underwriters to support team development.

Qualifications/Requirements

• Bachelor’s degree or equivalent professional experience.
• Minimum of 3 years of multi-line underwriting experience (E&S experience preferred).
• Strong sales, marketing, and overall business acumen.
• Demonstrated commitment to ongoing professional development.
• Active insurance license required; CPCU, CIC, or similar designations preferred.

#LI-JB1

Personal Lines Account Manager Team Lead

Job Summary

Seeking a highly motivated and experienced Personal Lines Account Manager Team Lead to join a growing team. This role has been created to support our recent acquisition and the expansion of our personal lines book of business. The ideal candidate will bring a strong background in personal lines insurance, leadership skills, and a passion for delivering exceptional client service. This is an in-office position, offering the opportunity to lead a dedicated team in a laid-back, results-driven environment.

Compensation Package

• Salary: $70,000 - $90,000 annually, based on experience
• Bonus: Performance-based bonus opportunities
• Work Environment: Fully in-office role with a supportive and collaborative culture

Responsibilities

• Lead and manage the personal lines team, ensuring efficient and effective operations
• Oversee the servicing of personal lines accounts, including quoting, renewals, and policy changes
• Handle a range of accounts, primarily standard personal lines, with some exposure to high-net-worth clients
• Provide mentorship and guidance to team members, fostering professional growth and development
• Collaborate with the Commercial Lines Department Manager to align team goals with overall agency objectives
• Utilize AMS360 software to manage accounts and maintain accurate records
• Ensure compliance with industry regulations and company policies
• Deliver exceptional customer service to clients, addressing inquiries and resolving issues promptly

Qualifications/Requirements

• Licenses: Active 2-20 or 20-44 license required
• Experience: Minimum of 3+ years in personal lines insurance, with a proven track record of success
• Technical Skills: Proficiency in AMS360 software preferred
• Leadership Skills: Demonstrated ability to lead and manage a team effectively
• Soft Skills: Strong communication, problem-solving, organizational, and interpersonal skills
• Education: High school diploma or equivalent required; additional certifications or training in insurance is a plus
• Work Environment: Must be able to work in-office; relocation assistance may be considered for the right candidate

#LI-TS2

Personal Lines Insurance Agent

Job Summary

Seeking a dedicated and customer-focused Personal Lines Insurance Agent to join a team. This role involves selling and servicing personal lines insurance policies, including Home, Auto, Renters, Umbrella, and Life. The ideal candidate will have a passion for building relationships, providing exceptional customer service, and achieving sales goals. This is a fully onsite position, offering an opportunity to work in a collaborative and supportive environment where your contributions are valued.

Compensation Package

• Competitive Salary: Based on experience and qualifications.
• Comprehensive Benefits: Health, Vision, Dental, Life, and Disability Insurance.
• Training and Development: Ongoing professional growth opportunities.

Responsibilities

• Sell and service personal lines insurance policies, including Home, Auto, Renters, Umbrella, and Life.
• Identify client needs and recommend appropriate coverage solutions.
• Cross-sell and up-sell insurance products to existing clients.
• Generate new business through referrals, networking, and proactive outreach.
• Respond promptly and professionally to client inquiries via phone, email, and text.
• Maintain accurate documentation and policy records.
• Follow up on leads and ensure a high level of customer satisfaction.
• Meet or exceed sales and retention goals.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) License and Active Life Insurance License (required).
• Experience: Proven experience in personal lines insurance sales and service.
• Soft Skills:
  • Customer Service Excellence.
  • Strong Communication Skills.
  • Relationship Building.
  • Sales and Persuasion.
  • Organization and Attention to Detail.
• Work Environment: Fully onsite position.

#LI-PL1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and personable Commercial Lines Account Manager to join a dynamic team. This role is pivotal in managing and nurturing client relationships, ensuring exceptional customer service, and contributing to the growth of a commercial insurance portfolio. With a strong emphasis on culture and collaboration, are committed to creating a supportive and engaging work environment. If you are passionate about commercial insurance and thrive in a fast-paced, goal-oriented setting, a encourage you to apply.

Compensation Package

• Salary Range: $75,000 - $105,000 (with potential earnings up to $200,000 for exceptional candidates).
• Benefits: Comprehensive benefits package, including health insurance
• Work Arrangement: Flexible hybrid model with in-office presence required on Tuesdays. Remote candidates are welcome, with the expectation of attending the office four times a year.

Responsibilities

• Manage a portfolio of commercial insurance accounts, ensuring client satisfaction and retention.
• Provide exceptional customer service by addressing client inquiries, resolving issues, and offering tailored insurance solutions.
• Collaborate with sales and underwriting teams to support business growth and achieve revenue goals.
• Utilize industry software, including Epic and EZLynks, to manage accounts and streamline processes.
• Participate in team initiatives, including monthly fun events, to foster a positive and engaging workplace culture.
• Stay informed about industry trends and regulations to provide clients with up-to-date advice and recommendations.

Qualifications/Requirements

• Minimum of 3 years of experience in commercial insurance account management.
• Proficiency in industry software such as Epic and EZLynks.
• Strong interpersonal and communication skills, with the ability to build and maintain client relationships.
• A personable and customer-focused approach, with the ability to make complex insurance topics accessible and engaging.
• Self-motivated and goal-oriented, with a commitment to professional growth and excellence.
• Licensure or designations in commercial insurance are preferred but not required.

#LI-RC1

Licensed Professional with Potential for Office Manager Role

Job Summary

Seeking a licensed and motivated individual to join a team as an Office Manager for a well-established $7M insurance agency. This is a unique opportunity for a professional with a Property & Casualty (P&C) license to take on a leadership role, manage daily operations, and contribute to the growth of the business. The ideal candidate will be a dynamic individual who thrives in a fast-paced environment, is capable of wearing multiple hats, and has a passion for delivering exceptional service to clients.

Compensation Package

• Base Salary: $52,000 annually
• Commission: 50% on new business, 20% on renewals
• Paid Time Off (PTO): 2 weeks to start

Responsibilities

• Oversee and manage daily office operations to ensure efficiency and effectiveness.
• Quote new and renewal business as needed, with a focus on both personal and commercial lines (65% commercial, 35% personal).
• Work with carriers such as Safeco, Travelers, USLI, Philadelphia, Ohio Mutual, Grange, Liberty Mutual, and Progressive.
• Handle incoming client inquiries and provide exceptional customer service.
• Identify opportunities to sell and grow the business.
• Collaborate with the team to maintain a positive and productive work environment.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience: Previous experience in insurance, with a preference for candidates who have worked with both personal and commercial lines.
• Technical Skills: Familiarity with proprietary software systems is preferred.
• Background Check: Successful completion of a background check is required (note: no testing for cannabis).

#LI-DC2

Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Customer Service Representative (CSR) to join a growing team. This role is pivotal in providing exceptional service to a clients, managing personal lines accounts, and supporting the agency's growth initiatives. The ideal candidate will have a strong background in personal lines insurance, excellent customer service skills, and a commitment to delivering high-quality results.

This is an on-site position offering a collaborative work environment with a strong emphasis on work-life balance. If you are a dependable professional with a passion for client service, we encourage you to apply.

Compensation Package

• Salary Range: $50,000 - $70,000 annually, plus commission opportunities (details to be discussed during the interview process).
• Benefits: Comprehensive benefits package available (details provided upon request).
• Work Environment: On-site position with no travel required.

Responsibilities

• Manage a book of standard personal lines accounts, including some high-net-worth accounts.
• Quote and process new business and renewals.
• Provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring client satisfaction.
• Collaborate with team members to support the agency's growth and operational goals.
• Utilize SIS/PartnerXE software to manage accounts and maintain accurate records.

Qualifications/Requirements

• Experience: Minimum of 3+ years as a Personal Lines Account Manager (AM); 5+ years preferred. Candidates with captive insurance experience will also be considered.
• Licenses: Active insurance license required.
• Technical Skills: Proficiency in SIS/PartnerXE software is preferred. Familiarity with carriers such as Erie and Westfield is a plus.
• Soft Skills: Dependable, detail-oriented, and strong customer service skills.
• Background Check: Successful completion of a background check is required prior to the start date.
• Training: A 2-3 week training period will be provided to ensure a smooth onboarding process.

#LI-MT1

Commercial Lines Account Manager (CLAM)

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager (CLAM) to join a collaborative and family-oriented team. This role is integral to supporting our growth and maintaining a commitment to providing exceptional service to a clients, which include religious organizations, non-profits, schools, and churches. The ideal candidate will bring expertise in commercial lines insurance, a passion for client service, and a proactive approach to managing accounts.

Compensation Package

• Salary Range: $60,000 - $83,000 annually, based on experience.
• Benefits:
  • 100% employer-paid health insurance for employees.
  • 30% employer contribution for dependents on high-deductible health plans.
  • Profit-sharing plan.
• Work Schedule: In-office with one day of work-from-home flexibility after one year.
• Start Date: July.

Responsibilities

• Manage a portfolio of accounts, including religious organizations, non-profits, schools, and churches, with account sizes ranging from $500,000 to $200,000.
• Handle certificate-heavy tasks related to events hosted by clients.
• Process endorsements, conduct renewal marketing, and present renewal proposals to clients.
• Recommend additional lines of coverage to meet client needs.
• Quote new and renewal business as required.
• Utilize a Salesforce-based system with AI capabilities to manage accounts efficiently.
• Collaborate with team members to ensure seamless service delivery.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years in a commercial lines insurance setting. Experience with non-profits, schools, or religious institutions is preferred but not required.
• Technical Skills: Familiarity with EPIC or similar insurance management software. Experience with Salesforce-based systems is a plus.
• Soft Skills:
  • Collaborative and team-oriented.
  • Personable with strong interpersonal skills.
  • Detail-oriented and organized.
  • Proactive and able to manage multiple priorities effectively.
• Education: High school diploma or equivalent required; additional education or certifications in insurance are a plus.

#LI-DM2

Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Benefits Account Manager to join a growing team. This role is pivotal in ensuring seamless benefits administration and exceptional client service. The ideal candidate will have a strong background in enrollment and processing, with a passion for delivering outstanding support to clients. This is an exciting opportunity to work with a dynamic team and contribute to the success of a thriving organization.

Compensation Package

• Salary Range: $60,000 - $83,000 annually
• Work Arrangement: Onsite with the opportunity for 1 day of remote work per week after 1 year of employment
• Comprehensive Benefits Package: Details to be provided during the interview process

Responsibilities

• Serve as the primary point of contact for employee-level benefits inquiries
• Conduct enrollment meetings and prepare enrollment documentation
• Interface with benefits administration systems such as Employee Navigator and Ease
• Manage accounts ranging from 2 to 125 lives, with a focus on small groups (most under 50 lives)
• Support the quoting of new and renewal business as needed
• Ensure accurate and timely processing of enrollments and renewals
• Collaborate with internal teams to deliver exceptional client service

Qualifications/Requirements

• Licenses/Designations: Life & Health (L&H) license required
• Experience: Minimum of 2+ years in benefits administration, with solid experience in enrollment and processing; renewal/market experience is a plus
• Technical Skills: Proficiency in Employee Navigator and Ease software preferred
• Education: Relevant educational background or equivalent work experience
• Soft Skills:
  • Strong communication and interpersonal skills
  • Exceptional organizational and time-management abilities
  • Detail-oriented with a commitment to accuracy
  • Problem-solving mindset and ability to work independently
  • Team player with a collaborative approach

#LI-DM2