Microsoft Word - Job Description - Lift & Seed Market Leader

Commercial Lines E&S Underwriter- New Business.
Candidate must live in Tennessee, Texas, or New Mexico. 

Job Summary

An opportunity is available for an experienced Commercial Lines E&S Underwriter to contribute to the growth and success of a dynamic and expanding organization. This role focuses on underwriting small to mid-market commercial lines accounts, primarily in the Excess & Surplus (E&S) market. The position is remote, with occasional in-person meetings and events, and is open to candidates located in Arkansas or surrounding states, including Oklahoma, Texas, Louisiana, Mississippi, Tennessee, Missouri, and Kansas.

Compensation Package

• Salary Range: $85,000 - $100,000 (depending on experience)
• Bonus Structure: Profitability-based bonuses.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Underwrite and quote new and renewal business for small to mid-market commercial lines accounts in the E&S market.
• Focus on binding authority business across 48 states, with a strong emphasis on Oklahoma and neighboring states.
• Build and maintain agency relationships within the licensed states.
• Collaborate with team members during monthly department meetings and quarterly staff meetings.
• Utilize AIM and ImageRight software for underwriting processes.

Qualifications/Requirements

• Minimum of 5 years of experience in a frontline underwriting role, preferably within the E&S market.
• Property & Casualty license preferred but not required.
• Familiarity with AIM and ImageRight software is advantageous.
• Proven ability to adapt to technology and work efficiently in a fast-paced environment.
• Strong attention to detail and the ability to balance caution with timely decision-making.
• Excellent communication and relationship-building 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.

#LI-RM10

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-RP1

#INDTJG-MWT

Bilingual Employee Benefits Service Representative

Job Summary

Seeking a dedicated and detail-oriented Bilingual Employee Benefits Service Representative to join a Employee Benefits team. This role is pivotal in providing exceptional service to clients, employees, and internal team members. The ideal candidate will be fluent in Spanish, possess a strong understanding of employee benefits platforms, and have a passion for delivering outstanding client support. This is a hybrid position, offering the flexibility to work from home on Mondays and Fridays, with in-office collaboration on Tuesdays through Thursdays.

Compensation Package

• Salary Range: $62,000 - $80,000 annually, based on experience and qualifications.
• Benefits: Comprehensive benefits package.
• Work Arrangement: Hybrid schedule (Monday & Friday remote, Tuesday-Thursday in-office).

Responsibilities

• Serve as a frontline service resource for Employee Benefits clients, employees, and internal team members.
• Respond to routine service requests related to eligibility, ID cards, benefit portals, providers, and claims support.
• Process adds, terminations, and qualifying life events in carrier and benefits administration systems.
• Track service cases, maintain documentation, and follow through to resolution.
• Assist with billing discrepancies, eligibility updates, and carrier follow-up.
• Support open enrollment logistics, employee communications, and benefit-related inquiries.

Qualifications/Requirements

• Language Skills: Bilingual in Spanish (required).
• Experience: Minimum of 2 years of experience in employee benefits or a related field.
• Licenses/Certifications: Life & Health (L&H) license required.
• Technical Skills: Proficiency in one or more benefits platforms such as Ease, Employee Navigator, or Benefit Point.
• Soft Skills: Strong communication, problem-solving, organizational, and interpersonal skills.
• Education: Relevant educational background or equivalent professional experience.

Preferred Qualifications

• Experience working with small to mid-sized group accounts (2-500 lives).
• Familiarity with open enrollment processes and benefits administration systems.
• Proven ability to manage multiple tasks and prioritize effectively in a fast-paced environment.

#LI-DM2

Life Director

Job Summary

Seeking a highly motivated and experienced Life Director to lead and support life insurance and annuity sales initiatives. This role is responsible for driving business growth, developing sales strategies, and providing leadership and guidance to team members across multiple office locations.

The ideal candidate will have a proven background in life insurance and annuity sales, strong leadership capabilities, and the ability to motivate teams toward established production and growth objectives. This is an onsite role that requires travel to regional office locations.

Responsibilities

• Lead and support life insurance and annuity sales initiatives across the organization.

• Develop and implement strategies to increase new business production and support continued growth.

• Provide strategic direction, coaching, and guidance to sales professionals.

• Monitor sales activity and performance against established organizational goals.

• Support the management and development of life insurance and annuity business.

• Collaborate with leadership to develop and implement sales strategies and initiatives.

• Identify opportunities to improve sales processes, client engagement, and overall performance.

• Travel to regional office locations as needed to support teams and business operations.

Qualifications/Requirements

• Holds an active life insurance license and applicable annuity certification.

• Minimum of 5+ years of experience in life insurance and annuity sales.

• Familiarity with Applied EPIC.

• Demonstrated ability to lead, coach, and motivate sales professionals.

• Strong sales, communication, organizational, and interpersonal skills.

• Proven ability to develop and execute strategies supporting business growth.

• Ability and willingness to travel between regional office locations as needed.

• Willingness to relocate may be required depending on business needs.

• Ability to work in an onsite environment.

Compensation Package

• Salary: $100,000 - $125,000 annually, depending on experience, with flexibility for highly qualified candidates.

• Employer-provided health insurance.

• Relocation assistance may be available for qualified candidates.

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-MB4

Regional Director

Job Summary

Seeking a highly motivated and experienced Regional Director to oversee multiple insurance office locations and support continued business growth. This role is responsible for developing producers, driving new business, supporting account management, and helping ensure consistent operational performance across the region.

The ideal candidate will bring a strong background in Property & Casualty (P&C) and Life & Health (L&H) insurance sales, along with demonstrated leadership experience and the ability to develop and grow client relationships. This is an in-office role requiring regular travel between regional office locations.

Responsibilities

• Train, mentor, and develop insurance producers to support individual and organizational performance goals.

• Drive new business production across Personal Lines, Life and Health, and Medicare products.

• Oversee account management activities and support continued growth and retention.

• Quote and manage new and renewal business using Applied EPIC.

• Collaborate with leadership to implement strategies supporting growth, operational efficiency, and service quality.

• Monitor office performance and provide guidance to team members as needed.

• Support consistent processes and service standards across multiple locations.

• Travel between regional office locations as required to support team and business needs.

Qualifications/Requirements

• Holds active P&C (Property and Casualty) and L&H (Life and Health) insurance licenses.

• Minimum of 5+ years of insurance sales experience involving P&C and L&H products.

• Demonstrated leadership experience, including the ability to train, mentor, and develop team members.

• Proficiency with Applied EPIC.

• Strong sales, communication, organizational, and interpersonal skills.

• Demonstrated ability to manage client relationships and support business growth.

• Ability and willingness to travel regularly between regional office locations.

• Willingness to relocate may be required depending on business needs.

Compensation Package

• Salary: $100,000 - $125,000 annually, depending on experience, with flexibility for highly qualified candidates.

• Employer-paid healthcare benefits.

• Relocation assistance may be available depending on the candidate and circumstances.

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-MB4

Store Manager

Job Summary

Seeking a dynamic and experienced Store Manager to lead an insurance office and support continued business growth. This role is responsible for training and developing producers, managing client accounts, generating new business, and helping drive overall office performance.

The ideal candidate will have a strong background in Property & Casualty (P&C) and Life & Health (L&H) insurance sales, along with demonstrated leadership and business development experience. This is an in-office position, and relocation assistance may be available for qualified candidates.

Responsibilities

• Train, mentor, and support insurance producers in achieving individual and organizational performance goals.

• Drive new business production and support ongoing sales initiatives.

• Manage and grow a book of business across personal lines, life, health, and Medicare products.

• Quote and manage new and renewal business using Applied EPIC.

• Build and maintain strong client relationships through responsive and professional service.

• Monitor account activity and identify opportunities for additional coverage or business growth.

• Collaborate with leadership to support business objectives and office performance.

• Provide guidance and support to team members regarding sales, account management, and client service.

Qualifications/Requirements

• Holds active P&C (Property and Casualty) and L&H (Life and Health) insurance licenses.

• Minimum of 3+ years of insurance sales experience involving P&C and L&H products.

• Prior leadership, training, or team development experience preferred.

• Proficiency with Applied EPIC.

• Strong sales, leadership, interpersonal, and communication skills.

• Demonstrated ability to develop and maintain client relationships.

• Strong organizational and problem-solving abilities.

• Relevant insurance certifications or education in insurance, business, or a related field is a plus.

Compensation Package

• Salary Range: $75,000 - $100,000, depending on experience, with flexibility for highly qualified candidates.

• Employer-paid healthcare benefits.

• Relocation assistance may be available depending on the candidate and circumstances.

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-MB4

Personal Lines Insurance Producer

Job Summary

Seeking a motivated and detail-oriented Personal Lines Insurance Producer to join a collaborative insurance team. This role focuses on building and developing a book of personal lines business through relationship building, referrals, centers of influence, and lead generation support.

The ideal candidate will have strong sales aptitude, excellent communication skills, and a passion for helping clients identify appropriate insurance solutions. This is an onsite position offering opportunities for professional growth, training, and mentorship.

Responsibilities

• Build and manage a book of business focused on personal lines insurance, including home, auto, umbrella, and life products.

• Generate new business through referrals, centers of influence, personal prospecting, and company-provided leads.

• Develop and maintain strong relationships with clients, prospects, referral partners, and insurance carriers.

• Identify client insurance needs and recommend appropriate coverage solutions.

• Meet or exceed established sales and revenue goals.

• Follow up with prospective clients and maintain an active sales pipeline.

• Collaborate with team members and participate in ongoing training and mentorship opportunities.

• Utilize Applied EPIC to manage client and prospect information and maintain accurate documentation.

Qualifications/Requirements

• Prior insurance sales experience preferred.

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

• Life insurance licensing or experience is preferred for candidates selling life insurance products.

• Demonstrated sales ability and experience working toward production goals.

• Familiarity with standard personal lines insurance products.

• Experience with agency management software; Applied EPIC experience is a plus.

• Strong interpersonal and communication skills.

• Detail-oriented with strong organizational and follow-up abilities.

• Ability to work effectively in an onsite environment.

Compensation Package

• Base Salary: $40,000 - $55,000, depending on experience.

• Commission: 50% on new business.

• Performance-based bonus opportunities.

• Paid time off.

• Paid holidays.

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-BO1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and service-oriented Personal Lines Account Manager to join a growing independent insurance agency. This role is responsible for managing personal lines accounts, supporting clients throughout the policy lifecycle, and contributing to a collaborative team environment.

The ideal candidate is organized, adaptable, and committed to providing responsive and professional client service.

Responsibilities

• Manage a book of personal lines business, including quoting new and renewal policies.

• Provide responsive client service by addressing questions, processing requests, and resolving issues.

• Handle policy changes, endorsements, renewals, and other account servicing needs.

• Review coverage options and assist clients with understanding available insurance solutions.

• Maintain accurate account records and documentation within agency management software.

• Communicate with insurance carriers regarding policy servicing, underwriting requirements, and coverage needs.

• Collaborate with team members to support efficient and consistent account management.

• Build and maintain positive client relationships through proactive communication and follow-up.

Qualifications/Requirements

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

• Prior personal lines insurance experience preferred.

• Candidates with less experience may be considered based on relevant skills and demonstrated potential.

• Familiarity with Applied EPIC preferred but not required.

• Strong interpersonal and communication skills.

• Excellent attention to detail and organizational abilities.

• Adaptable, team-oriented, and proactive in resolving client needs.

• Ability to manage multiple priorities in a fast-paced environment.

Compensation Package

• Salary: $40,000 - $80,000, depending on experience.

• Employer-paid employee health insurance.

• Dental, vision, and life insurance.

• Paid time off and paid holidays.

• Additional employee incentives and team events may be available.

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-DD4

Commercial Lines Account Manager

Job Summary

Seeking a motivated Commercial Lines Account Manager to join a growing independent insurance agency. This role offers the opportunity to work with a variety of commercial accounts while contributing to a collaborative and supportive team environment. The ideal candidate is organized, service-oriented, and eager to develop professionally within the commercial insurance industry.

Responsibilities

• Manage and service a variety of commercial lines accounts across industries such as construction, hospitality, and general business.

• Support quoting, renewals, endorsements, and other account servicing activities.

• Communicate with clients and insurance carriers to address coverage needs and service requests.

• Maintain accurate and up-to-date account documentation.

• Collaborate with team members to ensure efficient and consistent account management.

• Assist with identifying appropriate coverage options and supporting ongoing client relationships.

Qualifications/Requirements

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

• Prior commercial lines insurance experience preferred.

• Candidates with less experience may be considered based on relevant skills and demonstrated potential.

• Familiarity with Applied EPIC preferred but not required.

• Strong interpersonal and communication skills.

• Team-oriented with a positive and collaborative approach.

• Adaptable, organized, and eager to learn.

• Strong attention to detail and ability to manage multiple priorities.

Compensation Package

• Salary: $40,000 - $80,000, depending on experience.

• Employer-paid employee health insurance.

• Dental, vision, and life insurance.

• Paid time off and paid holidays.

• Additional employee incentives and team events.

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-DD4