Commercial Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial insurance coverage.

Responsibilities include but are not limited to:

• Servicing a large, established book of business
• Preparing proposals, policy summaries and reviews
• Reviewing applications and contracts for accuracy
• Handling new and renewal business
• Working with multiple carriers, both admitted and non-admitted
• Retention for all accounts assigned

The ideal candidate will have the following qualifications:

• Deep understanding of multiple lines of commercial coverage
• Prior experience in a client facing role, building and maintaining relationships 
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues
• Experience working in an independent brokerage setting.
• Must carry an active P&C license.

Broker offers a competitive salary and additional incentives, a comprehensive benefits package, 401(k), and tuition and continuing ed reimbursement. Great potential for career growth.

#LI-IP1

Personal Insurance Account Executive

Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities, and provide exceptional customer service for personal lines customers.

Qualifications:

• Previous experience working with standard and/or high net worth personal lines coverages in a brokerage/agency setting.
• Experience maintaining client relationships.
• Experience negotiating with carrier underwriters on behalf of clients for best rates.
• Ability to handle new and renewal submissions.
• Prior experience quoting, binding, and issuing policies.
• Experience working with multiple carriers and rating systems.
• Overall account management experience.

 Requirements: 

• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold Property & Casualty License.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $50K-$70K (depending on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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-BJ1

Commercial Producer – Trucking & Transportation

Job Summary

Seeking a motivated and experienced Commercial Producer specializing in the trucking and transportation industry. This role is well-suited for individuals who are driven, self-sufficient, and focused on growing a book of business. The position offers the opportunity to build and expand a portfolio while leveraging strong internal support and resources within a collaborative environment.

Responsibilities

• Develop and manage a book of business within the trucking and transportation sector
• Build and maintain strong relationships with clients, carriers, and internal partners
• Identify and pursue new business opportunities to support revenue growth
• Create and execute strategic sales and business development plans
• Collaborate with leadership to align production goals with broader business objectives
• Utilize agency management software and CRM tools to manage accounts and track activity
• Stay informed on industry trends, carrier appetites, and market conditions

Qualifications/Requirements

• Proven experience in commercial insurance sales, with a focus on trucking and transportation accounts preferred
• Experience level aligned with producer tier, ranging from early-career to highly experienced professionals
• Demonstrated ability to develop and grow a book of business
• Strong sales acumen and results-driven mindset
• Familiarity with agency management software and CRM platforms preferred
• Ability to work independently and manage priorities effectively
• Excellent communication, negotiation, and relationship-building skills
• Knowledge of trucking and transportation carriers is highly desirable
• Holds an active P&C (Property and Casualty) insurance license

Compensation Package

• Base salary aligned with experience and producer tier
• Structured commission plan with transition to full commission over time
• Performance-based bonus opportunities tied to production milestones
• Optional sign-on bonus based on experience level
• Comprehensive benefits package, including retirement plan options
• Flexible work environment

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-RC1

Commercial Account Manager/Producer/CSR/Operations

Job Summary

Seeking experienced and motivated professionals to join a growing team as Commercial Account Managers, Commercial Producers, Customer Service Representatives (CSR), or Operations Specialists. This is an exciting opportunity to be part of a dynamic and family-oriented organization that specializes in Property & Casualty (P&C) insurance with a focus on commercial lines, particularly in the hospitality and self-storage sectors. The ideal candidate will have a strong background in commercial insurance, a builder mentality, and the ability to thrive in a fast-paced, entrepreneurial environment.

Compensation Package

• Salary Range: $50,000 - $200,000 (commensurate with experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a growing book of business, focusing on hospitality and self-storage accounts ranging from $25,000 to $400,000 in size
• Provide end-to-end servicing of accounts, including quoting new and renewal business (approximately 40% new business, 20% renewals)
• Build and maintain strong client relationships, ensuring high levels of customer satisfaction
• Collaborate with internal teams to improve processes, increase efficiency, and scale operations
• Act as a critical thinker and problem solver, contributing to the growth and success of the organization
• Support the transition from offshore administrative resources and assist in building a robust back-office team

Qualifications/Requirements

• Minimum of 5 years of experience in commercial insurance, with a strong understanding of Property & Casualty lines
• Active 2-20 insurance license is required
• Proficiency in insurance software such as EZLynx; familiarity with AMS360 is a plus
• Proven ability to work independently and take initiative in a resource-limited environment
• Strong critical thinking, problem-solving, and organizational skills
• A builder mentality with a focus on improving processes and scaling operations for long-term success
• Excellent communication and interpersonal skills
• Ability to travel to client sites as needed (for producers only)

#LI-TS2

Position Overview:
Our insurance carrier client is seeking a Litigation Claims Assistant for a 3-month temporary assignment to support their claims department with file review and classification. This role is ideal for someone with a strong attention to detail and prior exposure to claims or legal documentation. The primary responsibility will be reviewing physical claims files and documents to accurately determine whether files are litigated or non-litigated and ensuring proper organization and tracking.

Responsibilities:

• Review and evaluate physical claims files and documentation to determine litigation status
• Identify and categorize litigated vs. non-litigated claims based on defined criteria
• Organize, label, and update files to ensure accurate record-keeping
• Assist with basic administrative support related to claims and litigation files
• Communicate findings to claims or legal team members as needed
• Maintain confidentiality and compliance with company and regulatory standards

Requirements:

• Prior experience in insurance claims, litigation support, legal assistant, or claims administration preferred
• Familiarity with litigation terminology and claims file documentation is a plus
• Strong attention to detail and ability to work through high volumes of physical files
• Organized, reliable, and able to work independently
• Proficiency with basic office tools (email, document tracking, spreadsheets)

Compensation & Benefits:

• $20 - $24/hr.
• Comprehensive benefits package including medical, dental, vision, 401(k) with company match, and generous PTO
• Opportunity to gain hands-on experience with an established insurance carrier
• Temporary assignment lasting approximately 3 months

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

#INDTJG-CTT

Personal Lines Insurance Specialist

Job Summary

Seeking a motivated and results-driven Personal Lines Insurance Specialist to join a team at one of the fastest-growing insurance companies in the nation.

Compensation Package

• Base Salary: $50,000 - $65,000 annually
• Commission:
  • New Business: 45% of revenue (55% if bundling home and auto on the same day)
  • Renewals: 20% of revenue
• Benefits:
  • Comprehensive benefits package

Responsibilities

• Manage a book of business valued at approximately $1.8 million, with account sizes ranging from $2,500 to $10,000 in average premiums.
• Combine account management and sales responsibilities, with a focus on generating new business.
• Achieve a monthly sales target of $30,000 in new business by month 4 or 5.
• Handle accounts from A-Z, including quoting new and renewal business.
• Leverage 50% inbound leads and generate 50% of your own leads through networking, referrals, and cross-selling opportunities.
• Build and maintain strong relationships with clients, ensuring excellent customer service and satisfaction.
• Utilize Applied and EZLynx software for account management and quoting.

Qualifications/Requirements

• Licenses: Active Texas Property & Casualty (P&C) license is required.
• Experience: Minimum of 1 year of strong experience in an independent or captive insurance agency.
• Proven ability to generate leads, network, and build relationships with outside sales partners.
• Strong sales acumen with a focus on achieving and exceeding targets.
• Proficiency in using Applied and EZLynx software is preferred.
• Excellent communication, organizational, and customer service skills.
• Ability to work independently and as part of a team in a fast-paced environment.

#LI-EL1

Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Manager to join a close-knit and dynamic team. This role involves managing a portfolio of mid-to-large-sized accounts, providing A-Z servicing, and cross-selling opportunities. The ideal candidate will bring a wealth of experience, a strong understanding of bonding, and a passion for delivering exceptional client service. This position offers the opportunity to work in a supportive, family-oriented environment backed by the stability of a bank-owned organization.

Compensation Package

• Salary: $70,000 - $80,000 annually + bonus opportunities
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a portfolio of mid-to-large-sized commercial accounts.
• Handle all aspects of account servicing, including quoting new and renewal business (25% new, 75% renewal).
• Identify and execute cross-selling opportunities to enhance client relationships.
• Collaborate with team members to ensure seamless service delivery.
• Maintain organized and accurate records using agency management software (EPIC experience preferred).
• Stay updated on industry trends and best practices to provide informed recommendations to clients.

Qualifications/Requirements

• Licenses/Designations: P&C license required; CISR, CIC, CLCS, and CPCU preferred.
• Experience: 8-10 years of experience managing mid-to-large-sized commercial accounts. Generalist experience is required; niche expertise is a plus.
• Skills:
  • Proficiency in EPIC software (preferred but not required).
  • Strong organizational skills and attention to detail.
  • Driven and self-motivated with a client-focused mindset.
  • Solid understanding of bonding and related processes.
• Education: Relevant certifications and training are highly valued.
  
  #LI-TS1
  

Employee Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a growing team. This role is pivotal in supporting a Benefits Department by managing client accounts, ensuring compliance, and delivering exceptional service. The ideal candidate will have a strong background in employee benefits sales and servicing, with a focus on providing tailored solutions to meet client needs. This is an excellent opportunity to join a well-established organization with a strong reputation in the insurance industry and a commitment to employee satisfaction and longevity.

Compensation Package

• Salary Range: $60,000 - $80,000 (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a portfolio of employee benefits accounts, primarily for groups ranging from 2-50 lives, with occasional mid-market accounts (50-99 lives).
• Handle both fully insured and level-funded accounts.
• Create and manage online client portals (e.g., Employee Navigator).
• Ensure client compliance management and provide annual compliance notices.
• Quote, prepare, and present proposals for new business and renewals across all lines of coverage, including medical, ancillary, contributory, company-paid, and voluntary lines.
• Prepare and host open enrollment meetings and educational sessions for employees as needed throughout the year.
• Update internal CRM systems and maintain accurate client records.
• Pull claims reporting for level-funded clients and review findings with clients.
• Assist with bill audits and provide day-to-day service for company and employee contacts.

Qualifications/Requirements

• Licensure: Active Life & Health (L&H) license is required.
• Experience: Minimum of 3 years of employee benefits sales/servicing experience is preferred. Candidates with experience in captives are welcome to apply.
• Technical Skills: Proficiency in Applied EPIC and EZ Lynx software is preferred.
• Knowledge: Familiarity with standard L&H products, including medical, ancillary, contributory, company-paid, and voluntary lines.
• Skills: Strong organizational, communication, and client relationship management skills.
• Education: Relevant educational background or equivalent professional experience in the insurance or employee benefits field.

#LI-BJ1

Job Title: Personal Lines Risk Advisor

Job Summary

Seeking a motivated and dedicated Personal Lines Risk Advisor to act as a trusted advisor to clients, assisting them in identifying, assessing, and managing personal lines insurance risks. This role involves leveraging expertise in insurance to provide tailored recommendations, ensuring comprehensive protection for homes, vehicles, and personal assets. Ideal for an individual who excels at building strong relationships, providing exceptional service, and staying proactive in a dynamic industry.

Responsibilities

• Develop and maintain long-term relationships with clients by understanding their unique insurance needs and offering comprehensive risk management solutions.
• Identify, assess, and evaluate personal risk factors to recommend appropriate personal lines insurance coverage.
• Educate clients on available insurance products, policy options, and coverage benefits.
• Collaborate with underwriters to prepare and present personalized insurance quotes.
• Manage the sales process from initial engagement to policy delivery, ensuring a seamless onboarding experience for new clients.
• Conduct annual insurance reviews to identify changes in circumstances and recommend coverage adjustments.
• Stay informed on market trends, insurance products, and regulatory requirements to provide up-to-date advice on risks and solutions.
• Maintain accurate records of correspondence, application documents, and client interactions as per company policies.
• Act as a liaison between clients, carriers, and internal teams to efficiently and accurately address inquiries, claims, or policy changes.

Qualifications/Requirements

• Required Skills: Proven experience as an Insurance Producer, Risk Advisor, or a similar role in the personal lines insurance industry.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong knowledge of personal lines products, underwriting guidelines, and risk management principles.
• Excellent communication and interpersonal skills with the ability to build trust and rapport with clients.
• Self-motivated with strong organizational and time management skills to prioritize tasks in a fast-paced environment.
• Ability to analyze complex information and offer sound recommendations to meet client needs.
• Proficient in using insurance CRM systems and tools, as well as basic computer applications such as Microsoft Office Suite.

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-EM1