Commercial Lines Producer

Job Summary

Seeking a dynamic and results-driven Commercial Lines Producer to join a growing team. This role is responsible for generating new business opportunities, building lasting client relationships, and providing tailored insurance solutions to meet the needs of businesses. If you are a self-motivated professional with a passion for delivering exceptional customer service and achieving outstanding results, consider applying.

Responsibilities

• Develop and maintain a strong pipeline of prospective and current accounts, identifying and pursuing new business opportunities.
• Build and nurture relationships with clients to understand their specific commercial insurance needs and provide customizable insurance solutions.
• Collaborate with internal teams to develop proposals and ensure a seamless onboarding experience for new clients.
• Stay up to date with current industry trends, products, and regulations to provide expert guidance and advice to clients.
• Negotiate terms, pricing, and coverage options with underwriters on behalf of clients.
• Conduct regular reviews of clients' insurance policies, ensuring appropriate coverage and recommending modifications as necessary.
• Maintain accurate records of client interactions, sales, and policy documentation in compliance with company policies and regulatory requirements.
• Actively represent the company at networking events, trade shows, and other professional forums to expand your professional network and enhance organizational visibility.
• Collaborate with team members to achieve individual and team sales goals.
• Participate in training sessions to develop product knowledge and enhance professional skills.

Qualifications/Requirements

• Proven experience as a Commercial Lines Insurance Producer or in a similar sales-driven role (insurance licensure is required).
• Strong understanding of commercial insurance products, policies, and industry-related regulations.
• Exceptional interpersonal, communication, and negotiation skills with the ability to build trust and rapport with diverse clients.
• Demonstrated ability to meet and exceed sales targets, manage multiple clients, and prioritize competing needs effectively.
• Proficiency with CRM software and insurance-specific sales management tools.
• Ability to work independently with minimal supervision, as well as collaboratively in a team-oriented environment.
• Commitment to continuing education and staying informed about changes in the insurance industry.
• Bachelor’s degree in a related field is preferred but not required, equivalent relevant experience will be considered.

Why Join Us?

• Competitive compensation, including base salary and commission.
• Competitive benefits package, paid time off, professional development opportunities, etc.
• A chance to make a meaningful impact through helping businesses safeguard their future.

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

Employee Benefits Producer

Job Summary

Seeking a motivated and experienced Employee Benefits Producer to join a growing team. This role involves developing strong relationships with clients and guiding them through their employee benefits options. The position focuses on providing comprehensive, personalized insurance solutions that address the unique needs of diverse client organizations. This opportunity is ideal for an enthusiastic, results-driven individual looking to make a significant impact and grow their career in the insurance and benefits industry.

Responsibilities

• Develop and manage a robust pipeline of prospective clients, cultivating strong relationships to build and maintain a loyal client base.
• Conduct in-depth needs analysis to identify client challenges and design tailored employee benefits solutions that meet organizational goals.
• Provide clear guidance and education to clients on insurance policies, employee benefits packages, compliance requirements, and policy options.
• Collaborate with internal teams, including marketing, underwriting, and account management, to ensure that client expectations are exceeded.
• Regularly review and adjust benefits programs to align with changing laws, market conditions, and client needs.
• Stay current on industry trends, regulatory updates, and market innovations related to employee benefits and insurance solutions.
• Achieve individual sales objectives and contribute to the growth of the organization by meeting or exceeding goals.
• Participate in community and networking events to enhance recognition of the company and generate leads.
• Maintain accurate and organized records using CRM and ensure compliance with company guidelines and legal standards.

Qualifications/Requirements

• Licensure: Must hold or be willing to obtain the necessary state insurance producer license(s) for employee benefits.
• Experience: Proven experience as an insurance or employee benefits producer, with a strong track record of meeting or exceeding sales quotas in a fast-paced environment.
• Knowledge: In-depth knowledge of group health insurance, voluntary benefits, compliance regulations (like ACA, COBRA, etc.), and other associated employee benefit plans.
• Communication Skills: Exceptional verbal and written communication skills with the ability to explain complex concepts in a simple, engaging way for diverse audiences.
• Customer-Centric Approach: A passion for building long-term client relationships through transparency, trust-building, and proactive client service.
• Problem-Solving Skills: Strong analytical and problem-solving abilities to customize benefit solutions and address client issues.
• Organization: Strong organizational and time management skills with the ability to prioritize varied tasks and meet deadlines.
• Technical Proficiency: Comfortable using CRM software, Microsoft Office, and various digital tools; familiarity with online benefits platforms is a plus.
• Bachelor's degree in business, finance, insurance, or a related field is preferred but not required. Equivalent experience will also be considered.

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-MS3

Commercial Insurance Account Manager - REMOTE in GA, TX, FL, NC, MO, VA, AL, SC, TN, MS, LA, AR, KY, OK, or MI

Well known agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverages.  Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

Description:

The ideal candidate will have the following qualifications:

• Ability to manage a large, established book of business.
• Prior experience in a client facing role.
• Experience working with Mid and Large Market Accounts.
• Experience with various insurance products and maintaining client relationships.
• Ability to handle new and renewal submission. 
• Ability to review insurance contracts for inaccuracies.
• Process endorsements, placement requests, and invoicing.
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Check policy coverage and endorsements on all new business and renewals.
• Ability to work independently or as part of a team.
• Directly responsible for retention of all accounts assigned to the team.
• Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues.

Requirements:

• Must have an active P&C license
• Has at least 3 years of account management experience
• Possess above average computer skills, become proficient in various needed programs
• Hold at least one professional designation, such as CIC or CPCU or have comparable job experience
• Salary Range- 70-80

#LI-RM10
#Remote 

About the Opportunity

Our client, a respected Property & Casualty insurance organization, is seeking an experienced Senior General Liability Claims Examiner to join its growing Claims team. This position is ideal for a seasoned claims professional with extensive coverage knowledge and experience handling complex commercial general liability claims from inception through resolution.

The ideal candidate will have a strong background in drafting Reservation of Rights (ROR) letters, conducting detailed coverage analysis, and managing high-exposure liability claims involving premises liability, construction, products liability, and liquor liability exposures.

Benefits:

• $110,000 - $140,000/year
• Target bonus based on company and personal performance
• Remote work-from-home flexibility

Qualifications:

• Bachelor's degree preferred or equivalent claims experience.
• 7+ years of commercial General Liability claims handling experience.
• Extensive experience handling complex casualty claims involving:
  • Premises Liability
  • Slip & Fall
  • Construction Defect / Construction Liability
  • Product Liability
  • Dram Shop / Liquor Liability
• Strong coverage analysis experience with the ability to interpret complex commercial insurance policies.
• Demonstrated experience drafting Reservation of Rights letters, coverage position letters, and denial letters.
• Experience managing litigated claims from assignment through resolution.
• Excellent negotiation, analytical, and investigative skills.
• Ability to evaluate liability and damages while making sound coverage decisions.
• Strong written and verbal communication skills.
• Proficiency using electronic claims management systems.

Responsibilities:

• Investigate, evaluate, negotiate, and resolve complex General Liability claims in accordance with policy provisions and applicable laws.
• Analyze insurance policies to determine coverage, identify potential coverage issues, and communicate claim decisions effectively.
• Draft and issue Reservation of Rights letters, coverage position letters, denial letters, and other coverage-related correspondence.
• Manage claims involving:
  • Slip & Fall
  • Premises Liability
  • Construction Liability
  • Product Liability
  • Dram Shop / Liquor Liability
• Conduct detailed liability investigations, including witness interviews, evidence review, and analysis of medical records and legal documentation.
• Establish appropriate reserves and maintain accurate claim documentation throughout the life of each claim.
• Negotiate settlements within authority and collaborate with management on high-exposure matters.
• Retain and manage defense counsel, coverage counsel, independent adjusters, and subject matter experts as needed.
• Develop litigation strategies in partnership with defense counsel while monitoring legal expenses and case progression.
• Ensure compliance with state regulations, company guidelines, and best claims handling practices.
• Maintain exceptional customer service while balancing the interests of policyholders, claimants, and business partners.

#LI-MW1

Position Overview

Our client is seeking an experienced AVP, Claims Relationship Manager to join its National Accounts Casualty team. This is a highly visible, client-facing leadership role responsible for serving as the strategic claims partner for a portfolio of large commercial accounts.

The ideal candidate will possess deep expertise in Workers' Compensation, Auto Liability, and General Liability claims, along with experience managing claims handled by Third-Party Administrators (TPAs). This individual will oversee claim performance, provide technical guidance, collaborate with internal business partners, and build strong relationships with insureds, brokers, reinsurers, and TPAs to ensure exceptional claims service and optimal claim outcomes.

This opportunity is ideal for an experienced claims leader who enjoys combining technical claims expertise, client relationship management, operational oversight, and people leadership.

Benefits:

• $130,000 - $190,000/year (based on experience and location)
• Target bonus based on company and personal performance
• Remote work-from-home flexibility

Qualifications:

• Bachelor's degree preferred or equivalent industry experience.
• 10-15 years of commercial casualty claims experience with significant exposure to:
  • Workers' Compensation
  • Auto Liability
  • General Liability
  • Product Liability
  • Professional Liability
• Extensive experience managing claims for high deductible and self-insured retention (SIR) programs.
• Strong understanding of Third-Party Administrator (TPA) oversight and performance management.
• Minimum seven (7) years of leadership experience managing claims professionals.
• Demonstrated ability to manage high-severity and complex casualty claims.
• Strong knowledge of multiple state jurisdictions and applicable claim regulations.
• Excellent analytical, negotiation, communication, and relationship management skills.
• Experience collaborating with executive leadership, brokers, reinsurers, and large commercial insureds.
• Advanced proficiency with Microsoft Excel, PowerPoint, and Word.
• Ability to travel approximately 25%.

Responsibilities:

1. Serve as the primary claims contact and trusted advisor for assigned National Accounts.
2. Build and maintain strong relationships with insureds, brokers, TPAs, underwriting, risk management, and other key stakeholders.
3. Provide technical oversight for Workers' Compensation, Auto Liability, and General Liability claims administered by Third-Party Administrators.
4. Monitor claim handling quality, reserving practices, litigation management, and overall claim performance.
5. Lead, mentor, and develop Claims professionals while fostering a collaborative, high-performing culture.
6. Manage employee performance, coaching, succession planning, and professional development.
7. Partner closely with Underwriting, Actuarial, Risk Management, Legal, Finance, and Executive Leadership.
8. Analyze portfolio performance, emerging claim trends, and legal developments affecting National Accounts.
9. Support strategic initiatives designed to strengthen the overall claims operation.

#LI-MW1

High Net Worth (HNW) Producer

Job Summary

Seeking to expand and invest in a High Net Worth (HNW) division. This is an exciting opportunity for experienced professionals with a strong background in private client services, particularly those familiar with family office environments. As an HNW Producer, you will play a pivotal role in targeting and serving true HNW clients, offering tailored insurance solutions to meet their unique needs. This position is ideal for individuals with a proven ability to build and maintain relationships with high-value clients while driving business growth.

Compensation Package

• Competitive base salary with a performance-based commission structure.
• Two-year validation period (extendable to three years for exceptional candidates).
• Comprehensive benefits package, including health, dental, and vision insurance.
• Opportunities for professional development and career advancement.

Responsibilities

• Develop and execute strategies to target and acquire true HNW clients, with a focus on private client business.
• Build and maintain strong relationships with clients, providing exceptional service and tailored insurance solutions.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Manage a portfolio of accounts with average revenue ranging from $1,000 to $10,000+.
• Stay informed about industry trends and market developments to identify new business opportunities.
• Represent the agency at industry events and networking opportunities to enhance brand visibility and attract new clients.

Qualifications/Requirements

• Active CPRIA and P&C licenses are required.
• Proven experience in private client services, with a strong understanding of the needs of HNW individuals and families.
• Familiarity with family office environments is highly preferred.
• Demonstrated ability to generate and close new business opportunities.
• Strong interpersonal and communication skills, with the ability to build trust and rapport with clients.
• Self-motivated and results-driven, with a track record of meeting or exceeding sales targets.
• Proficiency in relevant software and tools.
• Open to remote work for highly qualified candidates, with a preference for hybrid arrangements in proximity to one of our offices.

#LI-NR1

High Net Worth (HNW) Producer

Job Summary

Seeking experienced and driven HNW Producers to join a team. This role focuses on targeting true HNW individuals, ideally with a background in family office environments, to deliver tailored insurance solutions. The position offers a unique opportunity to work with a dedicated team and contribute to the growth of a specialized division.

Compensation Package

• Base Salary: Competitive, commensurate with experience.
• Commission Structure: Similar to Commercial Lines producers, with a typical two-year validation period (extendable to three years for exceptional candidates).
• Benefits: Comprehensive benefits package, including health insurance

Responsibilities

• Develop and maintain relationships with High Net Worth individuals and families, with a focus on true private client business.
• Identify and target potential clients, leveraging expertise in family office environments and HNW markets.
• Collaborate with internal teams to design and deliver customized insurance solutions tailored to client needs.
• Manage a portfolio of accounts, with average revenue ranging from $1,000 to $10,000 per account.
• Drive new business growth while maintaining and expanding existing client relationships.
• Stay informed about industry trends and market developments to provide clients with the best possible advice and solutions.

Qualifications/Requirements

• Licenses/Certifications: CPRIA and P&C licenses are required.
• Experience: Proven track record in HNW insurance sales, with a strong understanding of private client business and family office dynamics.
• Soft Skills:
  • Exceptional interpersonal and communication skills.
  • Strong negotiation and relationship-building abilities.
  • High level of professionalism and discretion.
  • Self-motivated with a results-driven mindset.
  • Ability to work collaboratively in a team-oriented environment.
• Technical Skills: Proficiency in relevant insurance software and tools.
• Work Arrangement: Open to remote work for strong candidates, with a preference for hybrid arrangements in a nearby office.

#LI-NR1

High Net Worth (HNW) Producer

Job Summary

Looking for experienced and driven HNW Producers to join a team and contribute to the growth of a private client division. The ideal candidate will have a strong background in working with true HNW clients, preferably with experience in family office environments, and a proven ability to sell tailored insurance products. This is an exciting opportunity to join a dynamic and growing team dedicated to providing exceptional service to a private client base.

Compensation Package

• Competitive salary with a performance-based commission structure.
• Two-year validation period (extendable to three years for the right candidate).
• Comprehensive benefits package, including health, dental, and vision insurance.
• Opportunities for professional development and career advancement.

Responsibilities

• Develop and maintain relationships with High Net Worth individuals, families, and family offices.
• Identify and target prospective clients to grow the private client division.
• Provide tailored insurance solutions to meet the unique needs of HNW clients.
• Collaborate with account managers and support staff to ensure seamless client service.
• Stay informed about industry trends and market developments to offer innovative solutions.
• Meet and exceed sales targets and revenue goals.
• Represent the agency professionally in client meetings, industry events, and networking opportunities.

Qualifications/Requirements

• Active CPRIA and P&C licenses are required.
• Proven experience working with High Net Worth clients, preferably with a background in family office environments.
• Strong sales and business development skills with a track record of meeting or exceeding targets.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to manage complex accounts with revenue ranging from $1,000 to $10,000+.
• Familiarity with private client insurance products and services.
• Self-motivated, goal-oriented, and able to work independently or as part of a team.
• Proficiency in relevant software tools and CRM systems.

#LI-NR1

Personal Lines Account Manager/Account Executive

Job Summary

Seeking a highly motivated and experienced Personal Lines Account Manager or Account Executive to join a team. This role involves managing a book of business with $300k+ in revenue, focusing on High Net Worth (HNW) and Standard Personal Lines accounts. The ideal candidate will have a proven track record of delivering exceptional client service, cross-selling, and upselling.

Compensation Package

• Salary Range: $50,000 - $65,000 for Account Manager; up to $75,000 for Account Executive (based on experience and book size).
• Benefits: Comprehensive Medical, Dental, and Vision insurance.
• Additional Perks: Opportunity for professional growth within a supportive team culture.

Responsibilities

• Manage and service a book of business with $300k+ in revenue.
• Provide exceptional service to High Net Worth (HNW) clients and carriers.
• Handle quoting for new and renewal business (20% new, 80% renewal).
• Cross-sell and upsell Personal Lines products to existing and new clients.
• Build and maintain strong relationships with clients and carriers.
• Communicate effectively with team members and clients, both professionally and personally.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 2+ years in a similar role, with a focus on High Net Worth clients and carriers. Longevity in previous roles is preferred.
• Technical Skills: Proficiency in Epic software is required.
• Soft Skills:
  • Strong written communication skills, particularly in email correspondence.
  • Ability to build rapport and maintain professional relationships.
  • Effective verbal communication skills with team members and clients.
• Education: Not seeking recent graduates; prior industry experience is essential.

#LI-TS1