CA Workers’ Compensation Claims Adjuster

Summary

Seeking an experienced CA Workers’ Compensation Claims Adjuster with strong communication and organizational skills. The ideal candidate brings extensive claims handling experience, holds (or is in the process of obtaining) a SIP license, and is comfortable supporting a varied caseload. Public entity experience is preferred.

Responsibilities

• Manage a diverse caseload of workers’ compensation claims, including varying levels of complexity
• Communicate effectively with clients, vendors, and internal stakeholders
• Support fellow adjusters and assist with complex client interactions
• Take on additional assignments as needed, with opportunities for supplemental compensation

Qualifications

• Minimum of 3 years of experience handling workers’ compensation claims
• Experience with working with carriers 
• Demonstrated ability to manage a high-volume caseload while maintaining accuracy and attention to detail
• Strong communication, problem-solving, and organizational skills

Day-to-Day
This role involves managing workers’ compensation claims, providing timely communication to all involved parties, coordinating with internal teams, and applying critical thinking to resolve issues efficiently. Adaptability and professionalism are essential in supporting both routine and complex claim activities.

Compensation Package

• Competitive salary range of $90K – $110K (depending on experience)
• Remote work available with company-provided equipment
• Growth opportunities within the organization and industry

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-MW1

Sr. Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Sr. Commercial Lines Account Manager to join a dynamic team. The ideal candidate will have a strong background in commercial lines servicing, a passion for delivering exceptional client support, and the ability to manage a diverse portfolio of accounts. Join a company that values team culture, fosters professional growth, and offers a supportive work environment.

Responsibilities

• Provide end-to-end servicing for commercial lines accounts, including quoting, policy changes, risk assessments, and handling larger certificates.
• Work with accounts in industries such as manufacturing, construction, real estate development, and generalist sectors.
• Collaborate with the commercial lines support team for certificate issuance.
• Utilize Applied EPIC software for account management and documentation.
• Quote new and renewal business to ensure client satisfaction and retention.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 5+ years in commercial lines servicing.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Industry Knowledge: Familiarity with carriers such as Chubb, Dairyland, CNA, and Auto Owners is a plus.

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-BH1

Senior Workers’ Compensation Claims Adjuster

Job Summary

Seeking a highly skilled and experienced Senior Workers’ Compensation Claims Adjuster to join a team. The ideal candidate will possess strong litigation skills and the ability to manage claims of medium complexity and severity, including litigated files. This position offers the flexibility of a hybrid work environment (onsite Tuesdays and Wednesdays).

Compensation Package

• Salary Range: $90,000 - $100,000 annually
• Employment Type: Full-time, Direct Hire

Responsibilities

• Collaborate and communicate with agents, policyholders, and internal stakeholders on claims of medium complexity/severity.
• Investigate losses, identify coverage, determine compensability, and analyze documents and legal pleadings.
• Develop and execute action plans to proactively resolve claims, evaluate damages, negotiate settlements, and close claims in a timely manner.
• Establish and maintain accurate reserves for each claim to reflect financial exposure.
• Engage and manage external resources as needed to ensure proper claim resolution while controlling costs.
• Collaborate with legal counsel to manage litigated claims effectively.
• Review and interpret commercial insurance policies and communicate coverage issues clearly, both verbally and in writing.

Qualifications/Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• Minimum of 3 years of experience handling workers’ compensation indemnity claims of medium complexity/severity.
• Jurisdictional expertise and certification in Arizona claims is required.
• Licensing to cover Arizona, Utah, Texas, and Colorado is mandatory.
• Familiarity with Guidewire (Claims Center) is preferred.
• AIC or SLA certification is a plus.
• Proficient in Microsoft Office Suite and other relevant computer skills.
• Strong analytical skills with exceptional attention to detail.
• Excellent verbal and written communication skills for interaction with internal and external stakeholders.
• Demonstrated ability to build positive relationships and partnerships across departments and with external customers.

#LI-BC1

Senior Workers’ Compensation Claims Adjuster

Job Summary

Seeking a highly skilled and experienced Senior Workers’ Compensation Claims Adjuster to join a team. This role involves managing workers’ compensation claims of medium complexity and severity, This position offers the flexibility of a hybrid work environment (onsite Tuesdays and Wednesdays).

Compensation Package

• Hourly Rate: $40 - $44/hour
• Employment Type: Temp-to-Hire

Responsibilities

• Collaborate and communicate with agents, policyholders, and internal stakeholders to manage claims of medium complexity/severity.
• Investigate losses, identify coverage, determine compensability, and analyze documents and legal pleadings.
• Develop and execute action plans to resolve claims proactively, including evaluating damages, negotiating settlements, and concluding claims in a timely manner.
• Establish and maintain accurate reserves to reflect financial exposure.
• Engage and manage external resources as needed while monitoring and controlling associated costs.
• Collaborate with legal counsel to manage litigated claims effectively.
• Review and interpret commercial insurance policies and communicate coverage issues clearly, both verbally and in writing.

Qualifications/Requirements

• Education: Bachelor’s degree or equivalent combination of education and experience.
• Experience: Minimum of 3 years handling workers’ compensation indemnity claims of medium complexity/severity.
• Licensing: Must be licensed to handle claims in Arizona (certification required), as well as Utah, Texas, and Colorado.
• Technical Skills: Familiarity with Guidewire (Claims Center) is preferred. Proficiency in Microsoft Office Suite is required.
• Certifications: AIC or SLA certification is preferred.
• Personal Equipment: Must have access to a personal computer.
• Strong analytical skills, attention to detail, and the ability to build positive relationships with internal and external stakeholders.
• Excellent verbal and written communication skills.

#LI-BC1

Senior Claims Representative - Professional Liability

Job Summary

Seeking a highly skilled and experienced Senior Claims Representative to join a team. In this role, you will be responsible for managing a diverse portfolio of miscellaneous professional liability claims, including both litigated and non-litigated cases. This position requires a strong understanding of coverage analysis, claim resolution strategies, and litigation management.

Compensation Package

• Salary Range: $110,000 - $140,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage an active desk of litigated and non-litigated claims of varying complexity under miscellaneous professional liability coverages.
• Evaluate coverage issues, identify risk transfer opportunities, and draft detailed coverage letters.
• Recognize exposures and ensure reserves are adequate and timely.
• Proactively manage claim resolution, including forming and implementing resolution strategies, settlement valuation, and obtaining settlement authority.
• Manage litigation by selecting appropriate experts, planning, budgeting, and partnering with defense counsel.
• Actively participate in mediations, trials, and other related meetings as needed.
• Maintain adjuster licenses as required and ensure compliance with established guidelines.
• Document claim files thoroughly and accurately.
• Manage allocated loss adjustment expenses through strategic handling and bill review/payment processing.

Qualifications/Requirements

• Education:

  • Bachelor’s degree (BA/BS) required.
  • Industry designations such as AIC, SCLA, or CPCU are a plus.

• Experience:

  • Minimum of 3+ years of experience handling professional liability claims preferred.
  • At least 2 years of experience managing an active desk of litigated and non-litigated claims.
  • Experience with Errors & Omissions (E&O) claims is required.
  • Experience with Employment Practices Liability Insurance (EPLI) is highly desired.

• Licenses:

  • Active adjuster license in at least one state is required.

• Skills:

  • Strong analytical, organizational, and time management skills.
  • Excellent written and verbal communication skills.
  • Ability to work independently and meet deadlines in a fast-paced environment.
  • Proficiency in MS Word, Excel, and internet applications.
  • Strong negotiation skills and the ability to execute sound judgment in sensitive situations.
  • Highly attentive to detail and able to prioritize tasks effectively.

Preferred Knowledge

• Prior experience handling litigated claims.
• Familiarity with managing claims for a variety of professions, including real estate agents, insurance agents, lawyers, accountants, and more.
• Ability to work collaboratively in a virtual office environment.

#LI-BC1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and client-focused Personal Lines Account Manager to join a team. As a Personal Lines Account Manager, you will manage a fresh book of business, handle standard personal lines accounts, and work collaboratively with a supportive and tight-knit team. This is an excellent opportunity for an experienced professional who is passionate about client service and eager to grow within a dynamic and education-focused organization.

Compensation Package

• Salary Range: $50,000 - $70,000 annually
• Incentives: Quarterly incentive plan based on office goals (new business and retention)
• Performance Reviews: Annual reviews for raises and performance
• Benefits: Comprehensive benefits package provided

Responsibilities

• Manage a fresh book of business, focusing on standard personal lines accounts such as home, auto, and umbrella policies
• Provide exceptional service to clients, addressing their insurance needs and inquiries
• Quote new and renewal business, with a focus on new business acquisition
• Collaborate with team members and leadership to achieve office goals for new business and retention
• Maintain accurate and up-to-date records in the Applied EPIC system

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required; additional designations are highly preferred
• Experience: Minimum of 2+ years in sales or service; 5+ years preferred (candidates with captive experience will be considered)
• Technical Skills: Proficiency in Applied EPIC software is preferred
• Soft Skills:
  • Passionate about client service and team collaboration
  • Positive attitude and eagerness to learn and grow
  • Strong interpersonal and communication skills
  • Detail-oriented and organized
  • Client-focused with a commitment to delivering high-quality service

#LI-PM1

Commercial Account Administrator

REPORTS TO: Commercial Lines Service Manager

LICENSE REQUIRED: Yes (P&C)

STATUS: Non-Exempt

Position Summary:

The Commercial Account Administrator is responsible for servicing a designated group of customers, providing support to Sales Executive and/or Account Executive Commercial as applicable, processing work, receiving and making calls to customers or insurers, or by assisting in any other areas as required. The primary line of business is Property and Casualty.

PRIMARY RESPONSIBILITIES AND DUTIES:

Ø Service a designated group of customers, manage and process customer requests including changes to policies; review billings.

Ø Provides quotes, proposals, and bind coverage as needed according to insurer guidelines.

Ø Coordinates processing of the necessary documents with the Administrative Assistant.

Ø Provides support to Sales Executives and/or Account Executive Commercial: The Commercial Account Administrator should be responsive to customer inquiries and requests, in order to foster new-business opportunities (including by identifying cross-selling opportunities), maintaining customer relationships and building customer loyalty.

Ø Reviews assigned policies to determine if additional coverages should be solicited prior to renewal

Ø Conducts periodic service calls for designated customers.

Ø Documents all conversations with customers and/or insurers relative to exposures and coverages.

Ø In all processes, refers to the agency’s Policy and Procedures Manual as needed.

SECONDARY RESPONSIBILITIES AND DUTIES:

Ø Is diligent when interacting with customers, and in processing all coverage modifications in a timely manner to ensure customer satisfaction and prevent E&O exposure.

Ø Able to work independently with minimal supervision.

Ø May be expected to attend industry-specific seminars and training, as needed.

Ø Other duties, as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES:

Ø Excellent customer service skills.

Ø Performs duties by complying with agency’s established procedures.

Ø Good working knowledge of computer office software.

Ø Excellent oral and written communication skills.

Ø Excellent interpersonal and analytical skills.

QUALIFICATIONS:

Ø Education: Associate’s degree from a two-year college or technical school, or equivalent combination of education and relevant experience.

Ø Experience: 3 to 5 years insurance experience and/or training

Ø Specialized Skills, Knowledge or Licensure: Possess or pass the requirement to be a licensed Property & Casualty insurance producer.

Ø Continuing Education/Training: as required by applicable statutes and regulations.

#LI-JS1

Commercial Lines Insurance Producer

Job Summary

Seeking a highly motivated and experienced Commercial Lines Insurance Producer to join a dynamic team. The ideal candidate will have a proven track record of success in selling commercial insurance, with a minimum of 3 years of experience in the field. This role is designed for a driven professional who thrives on building relationships, educating clients, and delivering tailored insurance solutions.

Compensation Package

• Base Salary: $90,000 - $100,000
• Commission: Competitive commission structure to be negotiated
• Benefits: Comprehensive benefits package, including health insurance

Responsibilities

• Develop and maintain strong relationships with prospective and existing clients to drive new business opportunities.
• Attend networking events, industry functions, and other opportunities to build your professional network.
• Gather detailed client information and collaborate with account managers to ensure accurate quoting and policy preparation.
• Present insurance solutions to clients, educating them on policy details, coverage options, and potential risks.
• Stay informed about industry trends, policy changes, and carrier-specific guidelines to provide expert advice to clients.
• Communicate effectively via phone, email, and in-person meetings to build trust and rapport with clients.
• Maintain a high level of professionalism and integrity in all client interactions.

Qualifications/Requirements

• Minimum of 3 years of experience in selling commercial insurance.
• Proven ability to generate and close new business opportunities.
• Strong understanding of commercial insurance policies and the ability to educate clients on coverage details.
• Proficiency in Microsoft Outlook, Calendar, and Excel, with strong typing and computer skills.
• Excellent communication skills, both written and verbal, with the ability to build lasting client relationships.
• Self-motivated, results-driven, and comfortable attending events outside of standard work hours.
• Ability to work independently while collaborating effectively with account managers and other team members.
• Evidence of past production success is required to demonstrate your ability to deliver results.

#LI-MS3

Personal Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Personal Lines Account Manager to join a dynamic and collaborative team. This fully remote position is ideal for a professional with a strong background in personal lines insurance, including high-net-worth accounts, and a proven ability to deliver exceptional client service.

Compensation Package

• Salary: $60,000 - $70,000 annually
• Commissions: 20% on new business; 10% on renewals for accounts generating over $5,000 in revenue
• 401(k) Plan

Responsibilities

• Manage personal lines insurance policies, including standard and high-net-worth accounts.
• Handle inbound calls for new business inquiries and effectively close leads.
• Process policy renewals and ensure high client retention rates.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Collaborate with team members to meet organizational goals and maintain a positive work environment.
• Utilize EPIC and High Level software to manage accounts and streamline processes.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years in personal lines insurance with a strong track record of tenure (not job-hopping).
• Technical Skills: Proficiency in EPIC and High Level software preferred.
• Geographic Requirement: Must reside in the Midwest (OH, KY, PA).
• Soft Skills: Smart, enthusiastic, team-oriented, efficient, and able to act with urgency.

Preferred Experience

• Experience working with high-net-worth clients.
• Familiarity with carriers such as Travelers, Hartford, Safeco, AmTrust, Progressive, Liberty Mutual, Cincinnati, Auto-Owners, and Western Reserve.

#LI-TR2

Financial Planner

Position Overview

Our client is seeking a Financial Planner to join their growing team. You will provide comprehensive financial planning support to advisors and clients, playing a key role in the development, analysis, and implementation of financial strategies. This position partners closely with advisory teams to deliver high-quality financial plans, conduct in-depth analysis, and support strategic initiatives across the firm’s financial planning function. This role is not a sales position and focuses on delivering sophisticated planning support and enhancing the client planning experience. This is a hybrid position (at least 3 days in the office).

Key Responsibilities

Financial Planning & Client Support

• Prepare and develop comprehensive financial plans including retirement projections, cash flow analyses, education planning, insurance analyses, and estate planning scenarios.

• Conduct detailed financial modeling and scenario analysis to support client recommendations.

• Identify planning opportunities based on financial plan analysis and advisor discussions.

• Draft financial plans and supporting materials for advisor review and client presentations.

• Perform specialized analyses including Social Security, mortgage, tax planning, and other client-specific requests.

• Collaborate with clients’ external advisors (CPAs, attorneys, etc.) to gather relevant data and ensure accurate planning outcomes.

Financial Planning Department Leadership & Process Management

• Support and enhance the firm’s financial planning process, systems, and tools to ensure efficiency, scalability, and high-quality client outcomes.

• Oversee financial plan preparation across the planning team, ensuring consistency, quality, and timely delivery.

• Lead initiatives to improve and standardize financial planning workflows and client experience.

• Evaluate financial planning technologies and processes to ensure alignment with firm strategy and industry standards.

• Partner with advisors and leadership to support firm-wide financial planning initiatives and strategic projects.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.

• 5+ years of experience in financial planning, wealth management, or advisory services.

• Demonstrated experience developing and implementing comprehensive financial plans.

• CFP designation preferred (or progress toward certification).

• Series 65 license required.

Technical Skills

• Experience with financial planning software (eMoney preferred).

• CRM experience (Salesforce preferred).

• Portfolio management platform experience (Orion preferred).

• Experience with tax and estate planning tools such as Holistiplan or FP Alpha preferred.

• Knowledge of advanced tax planning concepts, including equity compensation (RSUs, ISOs, NQs) and international tax considerations, is a plus.

Professional Skills

• Strong understanding of the RIA and independent wealth management industry.

• Deep financial planning and wealth management expertise.

• Strategic thinker with strong analytical and problem-solving abilities.

• Excellent communication and interpersonal skills.

• Highly organized with strong attention to detail.

• Ability to manage multiple priorities in a fast-paced environment.

• Collaborative team player with a strong commitment to client service.

• Comfortable working in an entrepreneurial and growth-oriented firm environment.

• Demonstrates integrity, accountability, and professional initiative.

Compensation & Benefits

Base Salary: $100,000 – $125,000 depending on experience
Bonus: Up to 10% performance bonus
Benefits include:

• Retirement plan, including 401(k) and Roth 401(k), with employer contributions
• Medical, dental, vision, life, and disability insurance
• HSA, FSA, and commuter benefits
• Paid time off and holidays
• Continuing education opportunities and career advancement

#LI-ET1