Controller

A well-established and growing independent insurance agency is seeking an experienced Controller to lead its accounting and financial operations. This is a hands-on leadership role with significant responsibility for financial reporting, commission revenue management, budgeting and forecasting, cash flow, and strategic financial support. The ideal candidate will have a strong accounting foundation, experience managing commission-based revenue, and the ability to partner closely with executive leadership in a high-volume, transaction-driven environment.

Key Responsibilities

Financial Strategy & Leadership

• Partner with executive leadership on financial strategy, profitability, and growth initiatives.
• Support strategic initiatives including organic growth, acquisitions, and new revenue opportunities.
• Provide financial insight and analysis to support business decisions.

Commission Revenue Management

• Oversee commission accounting for both agency bill and direct bill revenue.
• Reconcile carrier statements and internal records to ensure accuracy and completeness.
• Track and forecast contingent income.
• Oversee producer compensation and commission structures.
• Identify and improve processes related to billing and commission accuracy.

Financial Reporting & Analysis

• Oversee monthly, quarterly, and annual financial reporting.
• Analyze revenue and profitability across business lines, producers, and programs.
• Provide financial analysis, forecasts, and recommendations to senior leadership.

Accounting Operations & Controls

• Oversee general ledger, accounts receivable/payable, reconciliations, and payroll.
• Ensure compliance with GAAP and applicable regulatory requirements.
• Maintain and strengthen internal controls and accounting processes.
• Coordinate the annual external financial audit.

Budgeting, Forecasting & Cash Management

• Lead annual budgeting and ongoing forecasting with a focus on commission-based revenue variability.
• Monitor performance against budget and provide variance analysis.
• Manage cash flow, liquidity, banking relationships, and related financial risk.

Team Leadership

• Lead, develop, and mentor the accounting team.
• Establish clear roles, responsibilities, and performance expectations.
• Promote accountability, collaboration, and continuous process improvement.

Business & Operational Support

• Partner with department leaders to evaluate the financial impact of business initiatives.
• Support pricing, compensation, and profitability analysis.
• Identify opportunities to improve efficiency and automate financial processes.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field required.
• Experience with insurance agency accounting and commission revenue strongly preferred.
• CPA highly preferred.
• 10+ years of progressive accounting and finance experience.
• Strong knowledge of financial reporting, accounting principles, and financial management.
• Experience with budgeting, forecasting, financial analysis, and strategic planning.
• Proven leadership experience with the ability to manage and develop a team.

Compensation & Benefits

• $200,000–$250,000 base salary
• 10% year-end bonus
• Medical, dental, vision, and life insurance
• Employer-sponsored HSA
• 401(k) with employer match
• PTO and paid holidays
• Casual, collaborative office environment

Schedule

Hybrid – 2–3 days per week in the office

Mondays are required in-office; the remaining hybrid schedule is flexible.

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Commercial Lines Account Manager

Job Summary

Seeking experienced and dedicated Commercial Lines Account Managers to join a growing team. The ideal candidate will have a strong background in handling complex middle-market accounts, particularly those with significant construction and property exposure. This is a hybrid position, offering a balance of remote work and occasional in-office collaboration.

Compensation Package

• Base Salary: $90,000 - $120,000+ (negotiable based on experience and expertise)
• Benefits Include:
  • Comprehensive medical, dental, and vision coverage
  • Additional ancillary benefits
  • Company-issued laptop and monitor setup for hybrid employees

Responsibilities

• Manage and service assigned commercial accounts, including mid-sized to large accounts with premiums exceeding $200K annually.
• Handle quoting and remarketing for new and renewal business (approximately 80% renewal, 20% new business).
• Process certificates of insurance, endorsements, policy changes, invoicing, billing support, audits, and cancellations.
• Maintain carrier relationships and negotiate terms.
• Provide full-cycle account management support for producers and clients.
• Ensure timely and accurate delivery of ID cards, policy documentation, and other client needs.

Qualifications/Requirements

• Licenses/Designations:
  • Active Texas Property & Casualty License (required).
  • CISR, CIC, or other industry designations (preferred).
• Experience:
  • Minimum of 5+ years in Commercial Lines Account Management.
  • Proven ability to handle large, complex commercial accounts independently.
  • Strong carrier interaction experience.
  • Independent agency experience (preferred).
• Technical Skills:
  • Proficiency in Nexsure software (preferred).
• Soft Skills:
  • Excellent communication and client service skills.
  • Detail-oriented with strong organizational abilities.
  • Effective problem-solving and time management skills.
  • Ability to prioritize competing deadlines in a fast-paced environment.
  • Team-oriented mindset.

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 Senior Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Senior Commercial Lines Account Manager to join a dynamic team. This role is integral to our continued growth and success, offering an opportunity to work with a diverse portfolio of accounts in the construction and oil & gas industries. The ideal candidate will bring a strong background in commercial insurance, exceptional organizational skills, and a client-focused approach. This position offers a hybrid work environment following an initial training period.

Compensation Package

• Salary Range: $80,000 - $110,000 annually, commensurate with experience.

Responsibilities

• Manage a book of business with premiums ranging from $7MM to $8MM.
• Handle accounts with premiums between $150K and $1MM, primarily in the construction and oil & gas sectors.
• Oversee marketing efforts, client communications, and invoicing.
• Quote new and renewal business as needed.
• Collaborate with assistants who handle certificates, endorsements, and change requests.
• Ensure timely and accurate service delivery to clients.
• Maintain organized and detailed records of client interactions and account activities.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required; additional designations are a plus.
• Experience: Minimum of 5+ years in commercial insurance, with a focus on construction and oil & gas accounts.
• Technical Skills: Proficiency in Epic software is preferred, but training will be provided if necessary.
• Soft Skills: Strong organizational skills, attention to detail, and a driven, client-focused mindset.
• Work Schedule: Availability to work onsite during the training period (30-90 days) and transition to a hybrid schedule thereafter.

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Renewal Marketing Coordinator

Job Summary

Seeking a highly motivated and detail-oriented Renewal Marketing Coordinator to join a growing team. This role is pivotal in managing the renewal process for our commercial accounts, with a focus on oil & gas, construction, and manufacturing industries. The ideal candidate will have strong carrier relationships, exceptional organizational skills, and a proven track record in marketing or account management.

Compensation Package

• Salary Range: $90,000 - $130,000 annually, based on experience.

Responsibilities

• Manage the renewal process for commercial accounts, including carrier negotiations and policy renewals.
• Collaborate with account managers to transition renewal responsibilities and ensure seamless client service.
• Handle accounts with a revenue size of $25,000 and above.
• Focus exclusively on renewals, with no new business quoting required.
• Maintain strong communication and relationships with carriers to secure optimal terms for clients.
• Utilize EPIC software for account management and documentation.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required; additional designations are a plus.
• Experience: Minimum of 5+ years in a marketing or account management role, preferably with exposure to construction, oil & gas, and manufacturing industries.
• Technical Skills: Proficiency in EPIC software is preferred.
• Soft Skills: Highly organized, detail-oriented, and driven with excellent communication abilities.
• Work Environment: Must be available for onsite training (30-90 days) and comfortable transitioning to a hybrid work schedule.

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Personal Lines Producer

Job Summary

Seeking experienced and motivated Personal Lines Producers to join dynamic and growing team. The ideal candidate will have a strong background in Personal Lines insurance, a proven track record in sales and business development, and the ability to build and maintain a profitable book of business.

Compensation Package

• Base Salary: $70,000+

Responsibilities

• Develop and maintain a profitable book of Personal Lines insurance business
• Identify and pursue new business opportunities to drive growth
• Build and nurture strong relationships with clients to ensure long-term satisfaction and retention
• Manage the full sales cycle, from prospecting to closing deals
• Collaborate with internal teams to deliver exceptional service and support to clients

Qualifications/Requirements

• 3–5 years of experience in Personal Lines insurance (preferred)
• Background in either a captive or independent agency environment
• Proven ability to generate new business and meet sales targets
• Strong communication and relationship-building skills
• Self-motivated and comfortable working in a remote environment
• Demonstrated ability to manage time effectively and prioritize tasks

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Personal Lines Producer

Job Summary

Seeking experienced and driven Personal Lines Producers to join a dynamic and growing team. The ideal candidate will have a strong background in Personal Lines insurance, a proven track record in sales and business development, and the ability to build and maintain a profitable book of business.

Compensation Package

• Base Salary: $70,000+

Responsibilities

• Develop and maintain a profitable book of Personal Lines insurance business
• Identify and pursue new business opportunities to drive growth
• Build and nurture strong relationships with clients to ensure long-term satisfaction and retention
• Manage the full sales cycle, from prospecting to closing deals
• Stay informed about industry trends and product offerings to provide clients with the best solutions

Qualifications/Requirements

• 3–5 years of experience in Personal Lines insurance, preferably in a production role
• Background in either an independent agency or captive environment
• Proven ability to generate new business and meet or exceed sales targets
• Strong communication and relationship-building skills
• Self-motivated and comfortable working remotely with minimal supervision

#LI-DH1

Personal Lines Producer

Job Summary

Seeking experienced and motivated Personal Lines Producers to join a dynamic and growing team. . The ideal candidate will have a strong background in Personal Lines insurance, with a proven track record in sales and new-business development. If you are passionate about building and maintaining a profitable book of business, we encourage you to apply.

Compensation Package

• Base Salary: $70,000+
• Work Arrangement: Fully remote

Responsibilities

• Develop and maintain a profitable book of Personal Lines insurance business
• Identify and pursue new business opportunities to drive growth
• Build and nurture strong relationships with clients, carriers, and partners
• Manage the full sales cycle, from prospecting to closing deals
• Provide exceptional customer service and maintain client satisfaction
• Stay informed about industry trends and market conditions to better serve clients

Qualifications/Requirements

• 3–5 years of experience in Personal Lines insurance (preferred)
• Background in either an independent agency or captive environment
• Proven ability to generate new business and meet sales targets
• Strong communication, negotiation, and relationship-building skills
• Self-motivated and comfortable working in a remote environment
• Ability to manage time effectively and prioritize tasks

#LI-DH1

Personal Lines Producer

Job Summary

Seeking experienced and driven Personal Lines Producers to join a dynamic and growing teamThe ideal candidate will have a strong background in sales and new-business development, with 3–5 years of experience in Personal Lines insurance, either from an independent agency or captive environment.

Compensation Package

• Base Salary: $70,000+
• Work Arrangement: Fully remote

Responsibilities

• Develop and maintain a profitable book of Personal Lines insurance business
• Identify and pursue new business opportunities to drive growth
• Build and nurture strong relationships with clients and prospects
• Manage the full sales cycle, from prospecting to closing deals
• Provide exceptional customer service and maintain client satisfaction
• Stay informed about industry trends and product offerings

Qualifications/Requirements

• 3–5 years of experience in Personal Lines insurance (preferred)
• Proven track record in sales and new-business development
• Experience in both captive and independent agency environments is welcome
• Strong communication and relationship-building skills
• Self-motivated and comfortable working in a remote environment
• Ability to manage time effectively and meet production goals

#LI-DH1

Personal Lines Producer

Job Summary

Seking experienced and motivated Personal Lines Producers to join a dynamic and growing teamThe ideal candidate will have a strong background in Personal Lines insurance, a proven track record in sales and business development, and the ability to build and maintain a profitable book of business.

Compensation Package

• Base Salary: $70,000+
• Fully remote work arrangement

Responsibilities

• Develop and maintain a profitable book of Personal Lines insurance business
• Identify and pursue new business opportunities to drive growth
• Build and nurture strong relationships with clients to ensure long-term satisfaction and retention
• Manage the full sales cycle, from prospecting to closing deals
• Collaborate with internal teams to deliver exceptional service and support to clients

Qualifications/Requirements

• 3–5 years of experience in Personal Lines insurance, preferably in a production role
• Background in either an independent agency or captive environment
• Proven ability to generate new business and achieve sales targets
• Strong communication and relationship-building skills
• Self-motivated and comfortable working remotely with minimal supervision

#LI-DH1

Personal Lines Producer

Job Summary

Seeking experienced and motivated Personal Lines Producers to join a dynamic and growing team. The ideal candidate will have 3–5 years of experience in Personal Lines production, with a proven track record of building and maintaining a profitable book of business.

Compensation Package

• Base Salary: $70,000+
• Work Arrangement: Fully remote

Responsibilities

• Develop and maintain a profitable book of Personal Lines insurance business.
• Identify and pursue new business opportunities to drive growth.
• Build and nurture strong relationships with clients, carriers, and other stakeholders.
• Manage the full sales cycle, from prospecting to closing.
• Provide exceptional customer service and maintain a high level of client satisfaction.
• Stay informed about industry trends, products, and regulations to better serve clients.

Qualifications/Requirements

• 3–5 years of experience in Personal Lines insurance production, either in an independent agency or captive environment.
• Proven sales and new-business development skills.
• Strong communication and relationship-building abilities.
• Demonstrated ability to manage and grow a profitable book of business.
• Self-motivated and comfortable working in a remote environment.
• Ability to effectively manage time and prioritize tasks in a fast-paced setting.

#LI-DH1