Human Resources Generalist / Employee Benefits Account Manager

Our client is seeking an experienced Human Resources Generalist / Employee Benefits Account Manager to join their growing team. This unique role combines HR generalist responsibilities with employee benefits account management.

The ideal candidate will bring a strong background in employee benefits and HR, ideally from an insurance agency, benefits brokerage, or PEO environment. This is an excellent opportunity for someone who enjoys both client-facing benefits work and hands-on HR responsibilities and is looking for a role with variety, flexibility, and meaningful impact.

Key Responsibilities

Employee Benefits Account Management 

• Manage and maintain relationships with employee benefits clients
• Serve as a trusted resource and primary point of contact for client needs
• Support benefits administration, renewals, open enrollment, and employee communications
• Assist clients with benefit plan questions, issues, and ongoing service needs
• Coordinate with carriers, vendors, and internal teams to ensure a high level of client service
• Help educate employees and clients on benefit offerings and plan changes
• Review plan information and identify opportunities to improve client service and benefits programs
• Provide proactive communication and follow-up throughout the benefits lifecycle
• Maintain accurate client documentation and ensure timely completion of deliverables
• Serve as a team lead or senior resource for benefits-related activities as needed

Human Resources 

• Manage recruiting activities from job posting through offer stage, including proactive candidate sourcing
• Coordinate employee onboarding and offboarding
• Create and maintain job descriptions
• Support employee relations matters and advise managers on performance and workplace issues
• Assist with employee documentation, corrective actions, and policy-related matters
• Manage unemployment claims and related documentation
• Support HR compliance and policy administration
• Help ensure consistent employment practices and minimize organizational risk
• Provide day-to-day HR support to employees and managers
• Serve as a resource to leadership on HR-related questions and best practices
• Provide backup support for payroll and benefits administration when needed

Qualifications

• 5+ years of HR generalist and/or employee benefits experience
• Strong background in employee benefits account management
• Experience working in an insurance agency, benefits brokerage, PEO, or similar environment strongly preferred
• Experience managing client relationships and serving as a primary account contact
• Previous experience in a team lead, senior account manager, or similar benefits-focused role preferred
• Strong recruiting and employee relations experience
• Knowledge of employment law and HR compliance practices
• Strong understanding of employee benefits and benefits administration
• Excellent verbal, written, and interpersonal communication skills
• Highly organized with strong attention to detail and follow-through
• Ability to work independently, prioritize multiple responsibilities, and exercise sound judgment
• Strong client-service mindset with the ability to build trusted relationships
• SHRM or HRCI certification is a plus

Why This Opportunity?

• Competitive Compensation: $80,000–$85,000 base salary + company bonus
• Hybrid work environment. 
• Work from home Tuesdays and Fridays for most of the year
• During Q4, Fridays are remote
• Summer hours include an early Friday departure 

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Senior Commercial Insurance Account Manager

Job Summary

Seeking an experienced Senior Commercial Insurance Account Manager to manage and support a portfolio of middle-market commercial insurance accounts. This role is ideal for a client-focused insurance professional with strong coverage knowledge, relationship management skills, and the ability to provide strategic risk management and insurance solutions.

The position offers a hybrid work environment, opportunities for professional growth, and a comprehensive compensation and benefits package.

Responsibilities

• Advise and consult clients regarding commercial insurance coverage needs and risk management strategies.

• Manage an assigned portfolio of commercial insurance accounts and coordinate account servicing activities.

• Build and maintain strong client relationships while partnering with sales and service teams to support client retention and account growth.

• Review policies, endorsements, proposals, and other insurance documents for accuracy and completeness.

• Oversee the marketing and quoting of new and renewal business.

• Evaluate coverage options and work with insurance carriers to secure appropriate terms for clients.

• Coordinate account workflows and delegate responsibilities as appropriate.

• Develop and maintain productive relationships with carriers, vendors, and internal teams.

• Support special projects and collaborate with commercial lines leadership on departmental initiatives.

• Maintain accurate and complete client and policy information within agency management software.

Qualifications/Requirements

• 5+ years of commercial insurance account management experience within an agency environment, preferably supporting middle-market accounts.

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

• Strong knowledge of commercial insurance products, coverages, and risk mitigation strategies.

• Experience reviewing policies, endorsements, proposals, and related insurance documentation.

• Strong organizational and time-management skills with the ability to manage multiple priorities.

• Ability to effectively coordinate and delegate account servicing responsibilities.

• Experience with EPIC or similar agency management software.

• Strong mathematical, technical, verbal, and written communication skills.

• Demonstrated ability to develop strong client and carrier relationships.

Compensation Package

• Base Salary: $80,000 – $110,000 + bonus opportunities

• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

• Work Arrangement: Hybrid

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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#hybrid

#INDTJG-ST

• Running Quotes and Preparing Benefit and Cost Comparisons
• Database Management
• Processing eligibility changes online with the insurance companies.
• Preparing open enrollment kits for employee meetings.
• Day to day service issues (billing, eligibility and claim resolution) for middle market accounts

• 2-3 years in a brokerage or agency setting 

• College or Equivalent Independent Agency Experience
• Life and Health License 

Retirement Plan Account Manager

Our client is seeking an experienced Retirement Plan Account Manager to manage client relationships, support plan administration and compliance, and lead employee education initiatives. The ideal candidate will have a strong background in qualified retirement plans, client relationship management, and presentations, with the ability to clearly explain complex financial concepts. Experience with retirement plan platforms, recordkeepers, or financial services organizations is a plus. This is a great opportunity for a client-focused professional looking to grow their career in retirement plan services. 

Key Responsibilities

• Manage and develop relationships with retirement plan clients and plan sponsors
• Coordinate and prepare for annual client reviews and meetings
• Lead employee education meetings and provide one-on-one participant guidance
• Assist employees with questions regarding 401(k) loans, transfers, and retirement plan participation
• Support plan enrollments, compliance testing, and required government filings
• Set up and maintain retirement plans within vendor systems
• Review plan data and identify opportunities for plan improvements
• Conduct fund reviews and make recommendations based on client and participant needs
• Partner with leadership, internal teams, vendors, and external partners to support client service and business growth
• Prepare client presentations, reports, and educational materials
• Gather, audit, and maintain accurate client and plan documentation
• Ensure client communications and materials are clear, accurate, and compliant
• Assist with individual financial planning conversations, including areas such as life insurance, annuities, long-term care, and estate planning
• Participate in special projects and initiatives as needed

Qualifications

• 2+ years of experience in financial services and/or qualified retirement plans
• Experience working with retirement plan clients, plan sponsors, or participants preferred
• Strong experience conducting fund reviews and employee education meetings
• Experience with retirement plan administration and annual plan reviews is highly desirable
• Series 6 and Series 63 licenses, or willingness to obtain them within one year
• Strong client-facing and relationship management experience
• Excellent verbal, written, and interpersonal communication skills
• Strong presentation skills and the ability to explain complex financial information clearly
• Highly organized with strong attention to detail and the ability to prioritize multiple responsibilities
• Proficiency with Microsoft Word, Excel, and PowerPoint
• Ability to work independently while collaborating effectively with a team
• Proactive, solutions-oriented approach to client service
• High level of professionalism, confidentiality, and ethical standards

What the Company Offers

• Competitive base salary of $80,000–$85,000 + Company bonus 
• Hybrid work arrangement with designated work-from-home days; additional summer schedule flexibility
• Summer Friday schedule flexibility
• Support for continuing education and professional designations
• Collaborative team environment with strong employee tenure
• Opportunity for long-term career growth within retirement and financial services

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Commercial or Personal Insurance Agent

Job Summary

Seeking a dedicated and personable Commercial or Personal Insurance Agent to join a growing team. This role is integral to the agency's commitment to providing exceptional customer service and supporting a local community. The ideal candidate will be responsible for both sales and servicing of insurance policies, focusing on standard households and small commercial accounts. This is an onsite position located in Port Angeles, WA, with opportunities for professional growth within a friendly and supportive work environment.

Compensation Package

• Base Salary: $60,000 - $75,000 (commensurate with experience)
• Bonuses: Quarterly bonuses on new business

Responsibilities

• Sales & Service: Manage a mix of new and renewal business (approximately 75% renewal, 25% new).
• Account Management: Handle accounts ranging from $5,000 to $10,000 in premium.
• Quoting: Provide quotes for new and renewal business.
• Customer Interaction: Build and maintain strong relationships with clients, ensuring their insurance needs are met.
• Collaboration: Work closely with other team members to service a book of business valued at $14 million in premium.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license preferred.
• Experience: Open to candidates with varying levels of experience, including those from captive agencies.
• Software Proficiency: Familiarity with HawkSoft is a plus.
• Soft Skills:
  • Strong organizational skills
  • Excellent time management
  • Outstanding interpersonal and communication skills
  • Personable and friendly demeanor
  • Ability to fit seamlessly into a collaborative team environment
• Work Environment: Onsite role in Port Angeles, WA. Occasional travel between offices for training may be required.

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Commercial Lines Producer

Job Summary

Seeking a motivated and results-driven Commercial Lines Producer to join a team. This role is ideal for a professional with a strong sales aptitude and a passion for building client relationships in the commercial insurance sector. With access to a database of 8,000 leads and the flexibility to work remotely (for seasoned producers), this position offers an excellent opportunity to grow your career in a supportive and dynamic environment.

Compensation Package

• Base Salary: $60,000 (steps down annually over 5 years to allow time to build a book of business)
• Commission Structure: 60% on new business, 25% on renewals

Responsibilities

• Develop and maintain a book of business by prospecting and securing new commercial lines accounts.
• Handle incoming warm leads and actively pursue new leads through cold-calling and other outreach methods (50 calls per day expected).
• Utilize a database of 8,000 leads, sorted by renewal dates, to identify and target potential clients.
• Quote new and renewal business to meet client needs and achieve sales goals.
• Build and nurture strong relationships with clients, carriers, and internal teams.
• Travel as required to meet with clients and attend training sessions.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years in commercial lines sales. Candidates with personal lines experience and a strong sales aptitude will also be considered.
• Proven ability to generate leads, close sales, and build lasting client relationships.
• Strong communication, negotiation, and organizational skills.
• Self-motivated and goal-oriented with the ability to work independently.
• Willingness to travel as needed.

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Commercial Account Representative

Job Summary

Seeking a dedicated and experienced Commercial Account Representative to join a close-knit and communicative team. This role is integral to supporting our commercial lines of business, which include a diverse portfolio of accounts such as main street businesses, farms, apartments, and specialty risks. The ideal candidate will bring a collaborative spirit, strong customer service skills, and the ability to manage a book of business with professionalism and efficiency. This is a hybrid position, requiring the ability to commute to the office as needed.

Compensation Package

• $56,000 - $82,000 annually, based on experience
• 401K with company match
• Remote work equipment provided for hybrid work arrangements

Responsibilities

• Manage a book of business valued at $3.3M, with account sizes ranging from $1K to $150K.
• Handle daily tasks such as processing certificates, endorsements, and renewals.
• Provide exceptional client-facing service and maintain strong relationships with customers.
• Collaborate with the team to quote new and renewal business as needed.
• Utilize EzLynx software to manage accounts and ensure accuracy in all documentation.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience: 3-7 years of experience in a similar role preferred.
• Technical Skills: Proficiency in EzLynx software is highly desirable.
• Soft Skills:
  • Outgoing and personable demeanor.
  • Strong customer service orientation.
  • Team-oriented and collaborative mindset.
  • Excellent communication skills.
• Work Environment: Hybrid role; candidates must be able to commute to the office as needed.

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Transportation Production Underwriter

Job Summary

Seeking a highly motivated and experienced Transportation Production Underwriter to join a dynamic team. This role involves underwriting and managing a transportation-focused portfolio, fostering strong relationships with wholesale brokers, and driving profitable growth. The ideal candidate will have a solid background in commercial transportation underwriting, a collaborative mindset, and a passion for building long-term partnerships. This position offers a clear path for career advancement within a growing underwriting organization.

Compensation Package

• 3-5 years of transportation/business auto experience: $60,000 - $100,000 annually
• 10+ years of transportation/business auto experience: Up to $150,000 annually
• Competitive benefits package, including health insurance and professional development opportunities.

Responsibilities

Underwriting & Portfolio Management

• Underwrite and manage a transportation-focused portfolio, balancing profitability, retention, and service objectives.
• Evaluate renewals, endorsements, loss history, operational exposures, and account performance to determine appropriate coverage terms and pricing.
• Analyze commercial transportation risks, including trucking, fleet, and commercial auto exposures.
• Manage an assigned book of business while producing new business opportunities.
• Maintain underwriting discipline and adhere to carrier guidelines and authority levels.
• Identify opportunities to improve account profitability, retention, and premium growth.

Broker Relationship Management

• Develop and maintain strong relationships with wholesale broker partners and select retail agencies.
• Serve as a trusted underwriting resource by providing responsive service and coverage guidance.
• Negotiate renewal terms, conditions, and pricing while maintaining strong distribution partner relationships.
• Collaborate with brokers to retain profitable business and identify growth opportunities within existing accounts.

Team Collaboration

• Partner with Program Managers, senior underwriters, and cross-functional teams to support portfolio performance and client satisfaction.
• Contribute to a positive, team-oriented culture by sharing knowledge, market insights, and best practices.
• Support organizational growth initiatives and continuous improvement efforts.

Compliance & Operations

• Ensure compliance with underwriting guidelines, carrier requirements, regulatory standards, and company policies.
• Maintain accurate underwriting documentation, account records, and file management.
• Utilize underwriting systems and technology platforms to efficiently manage workflows and underwriting activity.
• Monitor portfolio trends and renewal performance to support business planning and decision-making.

Qualifications/Requirements

Required:

• 5+ years of commercial insurance underwriting experience, including at least 3 years focused on transportation, trucking, or commercial auto risks.
• Experience underwriting renewal business and managing broker relationships within wholesale distribution channels.
• Knowledge of commercial transportation risks, including non-admitted commercial auto, fleet, trucking, hazmat, and other specialized transportation exposures.
• Strong underwriting, risk assessment, analytical, and decision-making skills.
• Excellent communication, relationship management, and negotiation skills.
• Demonstrated ability to work independently while contributing to a collaborative team environment.
• Property & Casualty License required or ability to obtain within 45 days of hire.

#LI-JB1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a growing team. As a Personal Lines Account Manager, you will be responsible for providing comprehensive A-Z servicing of personal lines accounts, including quoting new and renewal business. This is an in-office position, offering the opportunity to work in a laid-back yet professional environment where results and dedication are highly valued.

Compensation Package

• Salary Range: $45,000 - $75,000 (commensurate with experience)
• Benefits: Comprehensive benefits package available

Responsibilities

• Manage a book of personal lines accounts, including standard personal lines and potentially some high-net-worth accounts (experience in high-net-worth accounts is not required).
• Handle all aspects of account servicing, including quoting, renewals, endorsements, and policy changes.
• Provide exceptional customer service to clients, ensuring their needs are met promptly and professionally.
• Collaborate with the Commercial Lines Department Manager and other team members to ensure seamless operations.
• Utilize AMS360 software to manage accounts and maintain accurate records.

Qualifications/Requirements

• Licenses: Active 2-20 or 20-44 license is required.
• Experience: Minimum of 3+ years of experience in personal lines account management.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Soft Skills:
  • Strong organizational and time-management skills.
  • Excellent communication and interpersonal abilities.
  • Detail-oriented with a commitment to accuracy.
  • Ability to work independently and as part of a team.
  • Adaptability and a proactive approach to problem-solving.

#LI-TS2

Commercial Lines Producer

Job Summary

Seeking a dynamic and results-driven Commercial Lines Producer to join a growing insurance team. The successful candidate will play a key role in building and maintaining relationships with clients, identifying commercial insurance needs, and developing customized insurance solutions. This role offers an excellent opportunity to thrive in a fast-paced environment while making a meaningful impact on businesses of all sizes. Adept communication, proactive problem-solving, and strong customer service skills are essential.

Responsibilities

• Generate and develop new business opportunities by actively seeking out prospective commercial clients and growing a book of business.
• Build and maintain strong relationships with clients by understanding their unique insurance needs and delivering tailored solutions.
• Collaborate with internal teams, including account managers and underwriters, to ensure efficient handling of client accounts.
• Act as a trusted advisor, educating clients on risk assessment, insurance products, and coverage options.
• Stay current with market trends, industry regulations, and underwriting guidelines to provide clients with accurate and up-to-date advice.
• Prepare and present insurance proposals and policy recommendations to clients, negotiating terms to meet client needs.
• Provide exceptional post-sale service, including policy renewals, changes, and claims management.
• Adhere to ethical standards and regulatory requirements while maintaining confidentiality and professionalism.
• Participate in networking and community events to build strong professional relationships and establish a presence in the market.

Qualifications/Requirements

• Education & Licensure:

  • High school diploma or equivalent required; Bachelor’s degree in Business, Finance, Insurance, or a related field preferred.
  • Must hold a valid state Property & Casualty Insurance Producer license or be able to obtain one within a designated timeframe.

• Experience:

  • Minimum of 2 years of experience in commercial insurance sales or as an insurance producer, with a proven track record of achieving sales goals.

• Skills & Competencies:

  • Strong knowledge of commercial lines insurance products and markets.
  • Excellent interpersonal, networking, and relationship-building skills.
  • Exceptional verbal and written communication abilities, with the proficiency to explain complex information clearly.
  • Self-motivated, goal-oriented, and able to manage multiple priorities effectively.
  • Proficient in CRM software and other insurance platforms/tools.
  • High attention to detail with strong problem-solving and organizational skills.

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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