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Company Overview
Our client is a respected third-party administrator (TPA) providing comprehensive claims management solutions to commercial clients nationwide. They are seeking a Senior Commercial General Liability Claims Examiner to handle complex liability claims with a focus on habitational and commercial real estate exposures.
COMPENSATION:
- $80,000 - $95,000/year (based on experience)
- Comprehensive benefits package including medical, dental, vision, and 401(k)
- Paid time off and paid holidays
- Fully remote work environment with flexibility
JOB QUALIFICATIONS:
- 5+ years of Commercial General Liability claims handling experience
- Demonstrated experience handling habitational and/or commercial real estate liability claims
- Prior experience working for a TPA or in a high-volume commercial claims environment preferred
- Strong litigation management and settlement negotiation skills
- Ability to independently manage a full caseload with minimal supervision
JOB RESPONSIBILITIES:
- Independently manage complex Commercial General Liability (CGL) claims, including litigated matters
- Handle claims arising from habitational and commercial real estate exposures (e.g., apartments, condos, mixed-use properties, office buildings)
- Conduct thorough investigations including coverage analysis, liability evaluation, and damages assessment
- Establish and manage reserves in accordance with client guidelines and best practices
- Coordinate with defense counsel on litigated claims, including strategy, discovery, and settlement evaluation
- Evaluate and negotiate settlements within assigned authority
- Communicate effectively with insureds, claimants, attorneys, and clients
- Ensure compliance with applicable jurisdictional regulations and client-specific service instructions
- Document claim activity accurately and timely within the claims management system
- Identify subrogation opportunities and potential fraud indicators
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
Medicare Account Manager
Job Summary
Seeking a dedicated and experienced Medicare Account Manager to join an insurance agency renowned for its exceptional client service, collaborative culture, and flexibility. This full-time, year-round position offers long-term growth potential, with opportunities to advance into leadership or operations for the right candidate.
Compensation Package
- Base Salary: Starting at $60,000+, with flexibility for the right candidate.
- Bonuses: Quarterly bonus opportunities tied to retention and growth.
- Certifications: CMS and Humana certifications covered by the agency.
- Additional Perks: Flexible scheduling outside of the Annual Enrollment Period (AEP).
Responsibilities
- Provide exceptional, white-glove service to Medicare clients.
- Act as the primary liaison between clients and carriers.
- Handle approximately 3–5 client service calls daily.
- Support a high-energy producer by maintaining organization and workflow.
- Assist with client retention and account management.
- Perform data cleanup and ensure accurate record-keeping.
- Collaborate with operations and internal support staff.
- Support Medicare and ACA business as needed.
- Maintain up-to-date knowledge of Wisconsin Medicare and healthcare systems.
Qualifications/Requirements
- Proven experience in Medicare insurance is required.
- Strong understanding of Medicare plans, processes, and regulations.
- Ability to thrive in a fast-paced, sales-driven environment.
- Highly organized, detail-oriented, and proactive.
- Excellent client service and communication skills.
- Ability to work independently in a remote setting, if applicable.
- ACA experience is a plus.
#LI-DH1
Sales Director
Job Summary
Seeking a dynamic and results-driven Sales Director to join a growing team. This is an exciting opportunity to lead and shape a new department focused on retention and sales excellence.
Compensation Package
- Base Salary: $125,000+ (depending on experience)
- Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
Responsibilities
- Oversee and manage the agency's entire book of business, including personal, life, Medicare, and individual health insurance accounts.
- Train and mentor producers across multiple locations to enhance sales performance.
- Supervise Life, Medicare, and Commercial Directors, ensuring alignment with company goals and objectives.
- Develop and implement strategic sales plans to drive growth and retention.
- Collaborate with the executive team to establish and execute a roadmap for success.
Qualifications/Requirements
- Licenses: Active Life & Health (L&H) and Property & Casualty (P&C) licenses are required.
- Experience: Minimum of 5 years in a sales leadership role, preferably within the insurance industry.
- Technical Skills: Proficiency in Applied EPIC software.
- Soft Skills:
- Strong leadership and mentoring abilities.
- Excellent communication and interpersonal skills.
- Self-motivated and results-oriented.
- Strategic thinker with the ability to execute plans effectively.
- A "go-getter" attitude with a focus on customer connection and service excellence.
Additional Information
- Travel: Minimal travel required to train producers at various locations.
- Onboarding: Includes a two-week initial training period working directly with the Chief Experience Officer, followed by weekly check-ins.
#LI-MB4
Life Director
Job Summary
Seeking a dynamic and experienced Life Director to join a growing team. This is an exciting opportunity to lead and shape a new department focused on retention and life insurance sales.
Compensation Package
- Salary: $125,000+ (depending on experience)
- Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
Responsibilities
- Oversee and manage the agency's entire book of life insurance accounts, focusing on policies with premiums under $10,000.
- Travel to various locations to train producers on life insurance sales strategies and best practices.
- Develop and implement a roadmap for understanding and executing life insurance sales goals.
- Foster strong relationships with clients by prioritizing phone communication over email correspondence.
- Collaborate closely with the Chief Experience Officer and executive team to align departmental goals with the agency's overall objectives.
- Participate in a two-week onboarding process and engage in weekly check-ins to ensure alignment and progress.
Qualifications/Requirements
- Licenses/Certifications: Active Life and Health (L&H) license is required.
- Experience: Minimum of 5 years in life insurance sales or a related field.
- Technical Skills: Proficiency in Applied EPIC software is preferred.
- Soft Skills:
- Self-motivated and results-driven
- Strong interpersonal and communication skills
- Ability to work independently and as part of a team
- Strategic thinker with a proactive approach
- Commitment to delivering exceptional customer experiences
Additional Information
- Travel: No regular travel is required beyond training producers at various locations.
#LI-MB4
Medicare Director
Job Summary
Seeking a dynamic and experienced Medicare Director to join a growing team. This role is pivotal in supporting the retention and growth of Medicare accounts. The ideal candidate will be a self-starter with a passion for building strong client relationships and a proven ability to lead and train producers on Medicare sales.
Compensation Package
- Salary: $125,000+ (depending on experience)
- Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
Responsibilities
- Oversee and manage the agency's entire book of Medicare accounts, focusing on premiums under $10,000.
- Travel to various locations to train producers on Medicare sales strategies and best practices.
- Develop and execute a roadmap for understanding and improving Medicare account retention and growth.
- Collaborate with the executive team to align departmental goals with the agency's overall objectives.
- Utilize Applied EPIC software to manage accounts and ensure seamless operations.
Qualifications/Requirements
- Licenses/Designations: Active Life & Health (L&H) license required.
- Experience: Minimum of 5 years in a Medicare-related role, with a proven track record of success.
- Technical Skills: Proficiency in Applied EPIC software is preferred.
- Soft Skills:
- Self-starter with a "go-getter" attitude.
- Strong leadership and training abilities.
- Excellent communication and interpersonal skills.
- Strategic thinker with the ability to execute plans effectively.
- Commitment to fostering strong client relationships.
Additional Information
- Travel: Minimal travel required for training purposes.
- Onboarding: Includes a two-week initial onboarding period with weekly check-ins. Direct mentorship provided by the Chief Experience Officer.
#LI-MB4
Regional Director
Job Summary
Seeking a dynamic and experienced Regional Director to lead and support a growing operations team.
Compensation Package
- Base Salary: $125,000+ (depending on experience)
- Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
Responsibilities
- Train and mentor managers and producers to ensure they meet performance goals.
- Manage entire books of business, focusing on accounts with premiums under $10,000.
- Travel between locations to provide hands-on training and support.
- Develop and execute strategies to enhance customer retention and satisfaction.
- Utilize Applied EPIC software for account management and operational tasks.
Qualifications/Requirements
- Licenses/Designations: Active Life & Health (L&H) and Property & Casualty (P&C) licenses are required.
- Experience: Minimum of 5 years in the insurance industry, with a focus on leadership and operational management.
- Technical Skills: Proficiency in Applied EPIC software.
- Soft Skills:
- Self-motivated and results-driven.
- Strong leadership and mentoring abilities.
- Excellent communication and interpersonal skills.
- Strategic thinker with the ability to execute plans effectively.
- Commitment to fostering strong client relationships.
#LI-MB4
Customer Support Team Manager
Job Summary
Seeking a dynamic and experienced Customer Support Team Manager to lead and oversee servicing department. This is a unique opportunity to join a growing agency that values customer connection and emphasizes proactive communication with clients. The ideal candidate will be a self-starter with a proven track record in managing customer support teams and a strong understanding of insurance lines.
Compensation Package
- Salary: $125,000+ (depending on experience)
- Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
Responsibilities
- Oversee the entire servicing department and ensure the delivery of exceptional customer support.
- Collaborate directly with the Retention Director to develop and implement strategies for client retention.
- Manage the agency's book of business, which includes accounts with premiums under $10,000.
- Ensure fluency and expertise in all lines of insurance, including Life & Health (L&H) and Property & Casualty (P&C).
- Utilize Applied EPIC software to manage accounts and streamline operations.
- Develop and execute a comprehensive plan/roadmap for understanding and improving department processes.
- Conduct regular team check-ins and provide ongoing training and support to team members.
Qualifications/Requirements
- Licenses/Certifications: Active Life & Health (L&H) and Property & Casualty (P&C) licenses are required.
- Experience: Minimum of 5 years of experience in a similar role, with a strong background in customer support and insurance services.
- Technical Skills: Proficiency in Applied EPIC software is required.
- Soft Skills:
- Strong leadership and team management abilities.
- Excellent communication and interpersonal skills.
- Proactive and self-motivated with a "go-getter" attitude.
- Strategic thinker with the ability to develop and execute plans effectively.
- Strong problem-solving and decision-making skills.
#LI-MB4
Employee Benefits Licensed Account Manager
Job Summary
Seeking a dedicated and experienced Employee Benefits Licensed Account Manager to join a team. This full-time hybrid role (3 days per week in-office) is ideal for a professional with a strong background in employee benefits account management, who thrives in a fast-paced environment and is passionate about delivering exceptional client service. The successful candidate will serve as the primary point of contact for a portfolio of clients, managing the full account lifecycle, including renewals, compliance, and benefits administration.
Compensation Package
- Salary Range: $70,000 - $80,000 annually
- Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
Responsibilities
- Act as the primary contact for assigned employee benefits clients, fostering strong, long-term relationships.
- Manage complex service issues related to claims, eligibility, coverage, billing, and plan changes, escalating as needed.
- Oversee the renewal process, including gathering census data, coordinating marketing strategies, obtaining quotes, and managing timelines.
- Market new and renewal business to carriers, analyze proposals, and prepare benchmarking reports and plan comparisons.
- Negotiate with carriers and vendors to secure competitive rates and plan designs aligned with client needs.
- Prepare client-ready proposals, quote comparisons, and renewal presentations.
- Coordinate open enrollment meetings, employee communication materials, and implementation checklists.
- Update and maintain benefits administration platforms, including plan setup, employee enrollment, and eligibility updates.
- Provide compliance support for ACA, ERISA, HIPAA, and other employee benefits requirements.
- Maintain accurate documentation of client interactions, policy changes, and service activities in agency management systems.
- Collaborate with producers, carriers, and internal teams to ensure client satisfaction and retention.
- Identify opportunities for workflow improvements and operational efficiencies.
Qualifications/Requirements
Required:
- Current Life and Health Producer License in good standing.
- Minimum of 3 years of experience in employee benefits, group health, or insurance agency account management.
- Strong knowledge of employee benefits plan structures, renewal workflows, and carrier marketing practices.
- Familiarity with claims, billing, eligibility, open enrollment, and benefits administration processes.
- Working knowledge of ACA, ERISA, HIPAA, and related compliance requirements.
- Excellent organizational skills with the ability to manage multiple accounts and deadlines.
- Strong written and verbal communication skills, with the ability to explain benefit options and service issues clearly.
- High attention to detail and commitment to compliance and documentation.
Preferred:
- Experience with Applied Epic and Employee Navigator software.
- Familiarity with carrier portals, census collection, and benefits administration platforms.
#LI-BO1
Commercial Lines Producer
A growing, dynamic insurance agency is seeking experienced Commercial Lines Producers to join the team. The agency manages a significant book of business across commercial and personal lines in multiple states and has strong plans for continued growth. This is a unique opportunity to join a collaborative, professional environment with full support and long-term growth potential.
About the Opportunity:
This role is ideal for producers with a proven track record of success who are confident in their ability to build and grow a profitable book of business. The agency provides strong back-office support, a flexible remote work environment, and a competitive, uncapped commission structure.
Ideal Candidate Profile:
- Current or former agency owner who would like to remain active in the industry.
- Experienced producer with several years of experience and an existing book of business.
- Sales professional seeking a fresh opportunity or transition following industry changes.
- Holds an active P&C (Property and Casualty) insurance license.
- Independent, motivated, and sales-driven with strong interpersonal skills.
- Brings a clear plan for business development and growth.
Types of Accounts:
- Middle-market commercial lines accounts across a variety of industries.
- Focused territories include the Mid-Atlantic region.
Responsibilities:
- Drive new business production through prospecting and leveraging existing relationships.
- Develop and execute a personal sales and business development strategy.
- Partner with account managers and internal support teams to ensure high client satisfaction.
- Maintain long-term client relationships and provide ongoing service.
What Is Offered:
- Base salary available during the initial transition period.
- Competitive, uncapped commission structure.
- Comprehensive benefits package, including medical, dental, vision, and retirement plan with match.
- Fully remote—work from anywhere.
- Administrative and service support provided.
- Autonomy with the tools and flexibility to succeed.
Licensing Requirements:
- Must hold an active P&C (Property and Casualty) insurance license.
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-CS1
#LI-remote