Executive Vice President, National Employee Benefits Practice Leader

Job Summary

Seeking a dynamic and experienced Executive Vice President to lead the National Employee Benefits (EB) Practice. This is a high-impact, strategic leadership role responsible for driving growth, innovation, and operational excellence across the Employee Benefits division. The ideal candidate will possess a strong background in employee benefits, a proven track record of building and scaling successful practices, and the ability to inspire and align regional leaders toward a common vision. This is a national role with significant influence and visibility, reporting directly to the President.

Compensation Package

• Base Salary: $300,000 - $350,000 + bonus opportunities
• Benefits: Comprehensive benefits package provided
• Travel Requirements: 25-30% travel required (initially up to 40%)
• Work Arrangement: Flexible, with options for remote, hybrid, or in-office work.

Responsibilities

• Lead and oversee the National Employee Benefits Practice, ensuring alignment with organizational goals and growth strategies.
• Develop and implement innovative tools, strategies, and processes to drive business growth and operational efficiency.
• Build and enhance the intellectual capital of the Employee Benefits division to strengthen the organization’s competitive edge.
• Collaborate with regional leaders to ensure alignment and buy-in for strategic initiatives.
• Provide hands-on leadership, including direct involvement in closing key deals and fostering a high-performance culture.
• Manage P&L responsibilities for the Employee Benefits division, ensuring financial targets are met or exceeded.
• Oversee a team of 4-5 direct reports, with additional indirect reporting relationships across regional Employee Benefits leaders.
• Foster a collaborative and innovative culture, encouraging cross-functional teamwork and knowledge sharing.
• Represent the organization in industry forums and with key stakeholders to enhance brand reputation and market presence.

Qualifications/Requirements

• Minimum of 15 years of experience in employee benefits, with a strong background in both sales and operations.
• Proven track record of leading and scaling large, complex practices or regions within the employee benefits industry.
• Demonstrated ability to develop and execute growth strategies, including building intellectual capital and operational frameworks.
• Strong leadership skills with the ability to inspire, align, and develop high-performing teams.
• Experience managing P&L responsibilities and driving financial performance.
• Exceptional communication and interpersonal skills, with the ability to collaborate effectively across diverse teams and stakeholders.
• Strategic thinker with a hands-on approach to problem-solving and decision-making.
• Familiarity with industry-standard software such as Workday and Applied EPIC is preferred.
• Willingness to travel up to 40% initially, with a reduction to 25-30% over time.

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Insurance Certificate and Claims Coordinator

Job Summary

Seeking a dedicated and detail-oriented Insurance Certificate and Claims Coordinator to join a team. This role is critical to ensuring the seamless handling of insurance claims and certificates, requiring a professional with a strong background in property and casualty (P&C) insurance. The ideal candidate will have a proven ability to manage claims processes, interpret policies, and maintain high standards of accuracy and efficiency.

This position is a unique opportunity to step into a well-established role and make an immediate impact. If you are a motivated individual with a passion for insurance and a commitment to excellence, we encourage you to apply.

Compensation Package

• Salary Range: $65,000 annually
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage and process insurance claims with precision and efficiency.
• Review and interpret property and casualty (P&C) insurance policies to ensure compliance and accuracy.
• Handle insurance certificates and related documentation.
• Collaborate with internal and external stakeholders to resolve claims-related issues.
• Maintain accurate records and ensure all documentation is up to date.
• Utilize AMS360 software to manage claims and policy information.

Qualifications/Requirements

• Experience: 3-5 years of experience in claims adjusting or a role requiring in-depth policy analysis.
• Licensure/Designations: Property and Casualty (P&C) license required.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Education: Relevant educational background or equivalent professional experience.
• Attributes: Strong attention to detail, excellent organizational skills, and the ability to work independently.

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Commercial Lines Producer

Job Summary

Seeking a highly motivated and experienced Commercial Lines Producer to join a growing team. This role is pivotal in driving new business growth while maintaining and expanding an existing book of business. The ideal candidate will have a proven track record in building a book of business, strong expertise in commercial insurance, and the ability to foster long-term client relationships. This is a hybrid position, offering a mix of in-office, field, and work-from-home flexibility.

Compensation Package

• Base Salary: Competitive and commensurate with experience.
• Commission Structure: 40% on new business, 25% on renewals.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Drive new business growth while maintaining and expanding your book of business.
• Proactively build and manage a pipeline of prospects to achieve sales and retention goals.
• Develop and present customized insurance solutions tailored to client needs.
• Gather and analyze detailed risk and underwriting information to craft compelling value propositions.
• Utilize advanced online systems to create professional insurance proposals.
• Follow structured renewal workflows to ensure strong client retention and long-term partnerships.
• Identify opportunities to refer clients and prospects to other divisions to meet broader needs.
• Partner with internal teams, delegating client service tasks effectively for seamless support.
• Foster strong, professional relationships with colleagues, contributing to a collaborative and positive work environment.

Qualifications/Requirements

• Licenses/Certifications: Active 2-20 license required.
• Experience:
  • 8-10 years of experience in commercial insurance.
  • Proven ability to build a book of business up to $500k in revenue or experience in leadership roles.
  • Expertise in handling accounts such as Condo, Property, and Restaurant/Hospitality (excluding Construction/Transportation).
• Technical Skills: Proficiency in Salesforce and AMS360 software.

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Employee Benefits Producer

Job Summary

Seeking a dynamic and results-driven Employee Benefits Producer to join a growing team. This role is pivotal in expanding the presence in the benefits space within the Piedmont market. As a producer, you will play a key role in building a referral network, developing centers of influence, and driving new business opportunities. This position offers the flexibility to work remotely, in-office, or in a hybrid capacity, depending on the candidate's preferences and qualifications.

If you are a motivated professional with a proven track record in benefits sales and a passion for making a difference in a small-to-mid-sized agency environment, we encourage you to apply.

Compensation Package

• Base Salary: $50,000 - $100,000 (commensurate with experience)
• Commission Structure: 40/30 commission split, with commissions paid immediately
• Validation Period: Receding base over 3 years

Responsibilities

• Act as a hunter-producer, identifying and securing new business opportunities in the employee benefits space.
• Build and maintain a robust referral network and centers of influence to drive business growth.
• Collaborate with account managers and servicing teams across markets to ensure seamless client support.
• Develop and execute strategies to tap into untapped potential within the benefits space, particularly with existing commercial lines customers.
• Maintain a strong understanding of small-to-mid-sized group accounts and provide tailored solutions to meet client needs.

Qualifications/Requirements

• Licenses: Life & Health (L&H) license required; additional designations are a plus.
• Experience:
  • Minimum of 2+ years of benefits sales experience on the agency side.
  • Preferred 5+ years of agency benefits production experience with a proven track record of success.
• Technical Skills: Proficiency in Applied EPIC software.
• Soft Skills:
  • Strong interpersonal and communication skills.
  • Self-motivated and goal-oriented.
  • Ability to build and nurture professional relationships.
  • Strategic thinker with a proactive approach to problem-solving.
  • Adaptability to work in a flexible and dynamic environment.

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Personal Lines Producer

Job Summary

Seeking a highly motivated and experienced Personal Lines Producer to join a growing team. This role offers a unique opportunity to work in a supportive and flexible environment while contributing to the growth of the personal lines business.

Compensation Package

• Compensation Structure: Draw commission structure (flexible based on candidate experience).
• Benefits: Comprehensive benefits package
• Work Environment: Flexible work arrangements, with in-office training and the potential for hybrid or remote work once established.

Responsibilities

• Client Acquisition: Prospect and secure new clients through networking, referrals, and other sales strategies.
• Client Meetings: Conduct meetings to assess client needs and provide tailored insurance solutions.
• Proposals: Prepare and present insurance proposals to prospective clients.
• Account Management: Work on standard and high-net-worth personal lines accounts, ensuring client satisfaction and retention.
• Collaboration: Partner with internal teams to ensure seamless service delivery and account management.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) License is required.
• Experience:
  • Minimum of 2+ years of personal lines sales experience (agency or captive).
  • Preferred: 5+ years of personal lines sales experience in an agency setting.
• Technical Skills: Proficiency in EPIC software is preferred.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Self-motivated and goal-oriented.
  • Excellent organizational and time-management abilities.
  • Ability to build and maintain strong client relationships.
  • Professional demeanor and polished presentation skills.
• Flexibility: Willingness to work in-office during the training period, with potential for hybrid or remote work based on performance.

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Commercial and Personal Lines CSR

Job Summary

Seeking a dedicated and detail-oriented Commercial and Personal Lines Customer Service Representative (CSR) to join a growing team. This role offers an exciting opportunity to work with a large, well-established brokerage firm, with ample room for professional growth. The ideal candidate will have experience in insurance, a strong customer service mindset, and the ability to manage accounts from start to finish.

Compensation Package

• Salary Range: $40,000 - $54,000 annually ($20 - $26/hour), overtime eligible
• Benefits: Comprehensive benefits package offered

Responsibilities

• Provide A-Z servicing for commercial and personal lines accounts, supporting account managers in daily operations
• Handle small to mid-market accounts, acting as a generalist across various industries
• Assist with quoting new and renewal business for both commercial and personal lines
• Maintain strong relationships with clients, ensuring their needs are met with professionalism and efficiency
• Utilize Epic software to manage accounts and ensure accurate documentation
• Collaborate with team members to deliver exceptional service and meet organizational goals

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license preferred; open to candidates with relevant experience willing to obtain licensure
• Experience: Minimum of 1 year in the insurance industry, with a focus on customer service or account management
• Skills: Strong organizational skills, attention to detail, and the ability to manage multiple tasks effectively
• Software Proficiency: Experience with Epic software is a plus
• Work Ethic: Demonstrated good tenure in previous roles and a commitment to professional growth

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Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a growing team. This role offers an exciting opportunity to work with a large, well-established brokerage firm that values professional growth and development. As a Personal Lines Account Manager, you will be responsible for providing comprehensive A-Z servicing for standard personal lines accounts, ensuring client satisfaction and retention.

Compensation Package

• Salary Range: $45,000 - $55,000 annually
• Benefits: Comprehensive benefits package offered

Responsibilities

• Manage and service a portfolio of standard personal lines accounts from start to finish (A-Z servicing).
• Handle both new and renewal business quotes, ensuring accuracy and timeliness.
• Build and maintain strong relationships with clients, providing exceptional customer service.
• Utilize Epic software to manage accounts and streamline processes.
• Collaborate with internal teams to ensure seamless account management and client satisfaction.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 3 years of experience in personal lines insurance.
• Technical Skills: Proficiency in Epic software is preferred.
• Strong organizational and communication skills, with the ability to manage multiple accounts effectively.
• A proactive and client-focused mindset, with a commitment to delivering high-quality service.

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