Overview

We are seeking a highly skilled and experienced Senior AZ Workers Compensation Claims Adjuster to join a team on a remote basis. The successful candidate will be responsible for managing a caseload of complex workers' compensation claims in the state of Arizona.

• Compensation

  • $80,000 to $90,000 Annual base salary (based on experience)
  • Flex schedule and ability to work remotely
  • Competitive benefits

  Responsibilities

  • Manage a caseload of complex AZ workers' compensation claims, including indemnity/lost time and litigation cases
  • Conduct thorough investigations to determine claim validity and accurately assess damages
  • Collaborate with legal and medical professionals, as well as other stakeholders, to ensure effective claims resolution
  • Provide exceptional customer service to claimants, employers, and other involved parties
  • Comply with all state regulations and company policies while adhering to best practices in claims management
  • Act as a subject matter expert, providing guidance and mentorship to junior adjusters as needed

  Qualifications

  • Proven experience as a Workers Compensation Claims Adjuster, with a focus on AZ claims
  • In-depth knowledge of Arizona workers' compensation laws and regulations
  • Strong analytical and decision-making skills with the ability to manage complex and litigated claims
  • Excellent communication and negotiation abilities
  • Proficiency in claims management software and related tools
  • AZ Adjuster license is required

  Day-to-day

  • Reviewing new claim assignments and establishing appropriate action plans
  • Conducting interviews with claimants, employers, and witnesses
  • Evaluating medical and vocational reports to make informed decisions
  • Engaging in ongoing communication with all involved parties to provide updates and gather necessary information
  • Documenting all activities and decisions in the claims management system
  • Participating in regular team meetings and training sessions to stay updated on industry developments and best practices

#LI-MW1

#LI-PR1

Overview

We are seeking a highly skilled and experienced AZ Medical Only Workers Compensation Claims Adjuster to join a team on a remote basis. The successful candidate will be responsible for managing a caseload of Medical Only workers' compensation claims in the state of Arizona.

• Compensation

  • $55,000 to $65,000 Annual base salary (based on experience)
  • Flex schedule and ability to work remotely
  • Competitive benefits

  Responsibilities

  • Manage a caseload of Medical Only AZ workers' compensation claims
  • Conduct thorough investigations to determine claim validity and accurately assess damages
  • Collaborate with legal and medical professionals, as well as other stakeholders, to ensure effective claims resolution
  • Provide exceptional customer service to claimants, employers, and other involved parties
  • Comply with all state regulations and company policies while adhering to best practices in claims management
  • Act as a subject matter expert, providing guidance and mentorship to junior adjusters as needed

  Qualifications

  • Proven experience as a Workers Compensation Claims Adjuster, with a focus on AZ claims
  • In-depth knowledge of Arizona workers' compensation laws and regulations
  • Strong analytical and decision-making skills with the ability to manage complex and litigated claims
  • Excellent communication and negotiation abilities
  • Proficiency in claims management software and related tools
  • AZ Adjuster license is required

  Day-to-day

  • Reviewing new claim assignments and establishing appropriate action plans
  • Conducting interviews with claimants, employers, and witnesses
  • Evaluating medical and vocational reports to make informed decisions
  • Engaging in ongoing communication with all involved parties to provide updates and gather necessary information
  • Documenting all activities and decisions in the claims management system
  • Participating in regular team meetings and training sessions to stay updated on industry developments and best practices

#LI-MW1

#LI-PR1

Personal Insurance Account Manager 

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 personal lines coverages in a brokerage/agency setting. 
• Experience maintaining client relationships.
• Negotiate 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.

Requirements: 

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

#LI-IP1

Commercial Lines Account Manager

Job Summary

Seeking a seasoned and detail-oriented Commercial Lines Account Manager to join a growing team. This role is pivotal in supporting producers by managing a portfolio of commercial accounts ranging from $500K to $1M in premium across various industries and lines of coverage. As an employee-owned company, pride ourselves on fostering a collaborative, team-centric culture and providing exceptional benefits, including an Employee Stock Ownership Plan (ESOP). If you are a dedicated professional with strong commercial insurance knowledge and a passion for excellence.

Compensation Package

• Salary Range: $55,000 - $110,000+ (commensurate with experience; senior-level candidates considered above $110K)
• Benefits: Comprehensive health, dental, and vision insurance, along with additional perks
• Work Arrangement: Hybrid schedule (3 days in-office, 2 days remote)

Responsibilities

• Manage a portfolio of commercial accounts, ensuring high-quality service and client satisfaction.
• Handle both new and renewal business, including quoting and policy management.
• Collaborate with producers to support their business development efforts while focusing solely on service responsibilities.
• Work with a variety of carriers, including Hartford, Travelers, and Cincinnati, to meet client needs.
• Utilize and adapt to software systems such as Applied Epic and Zywave (training provided if necessary).
• Conduct detailed commercial coverage assessments to identify client needs and recommend appropriate solutions.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required; professional designations preferred but not mandatory.
• Experience: Minimum of 5+ years of commercial insurance experience managing large accounts; candidates must demonstrate strong technical and analytical skills.
• Account Knowledge: Proven ability to manage accounts with premiums ranging from $500K to $1M across various industries and coverage lines.
• Software Proficiency: Familiarity with Applied Epic and Zywave preferred; willingness to learn is essential.
• Personality Traits: Detail-oriented, professional, and team-focused with excellent communication and interpersonal skills.
• Work History: A proven track record of consistent job tenure in previous roles is required.

#LI-EM1

Direct Bill Triage Accountant

Job Summary

Seeking a highly skilled and detail-oriented Direct Bill Triage Accountant to support insurance agencies during their transition to standardized direct bill accounting processes. This role is pivotal in ensuring a smooth post-conversion experience by resolving accounting and operational issues, reinforcing new workflows, and ensuring the accurate posting, reconciliation, and reporting of direct bill commissions.

As a key resource for agency teams, you will collaborate with Direct Bill Operations leadership, regional accounting teams, insurance carriers, and other internal business partners. This position is project-based and will conclude upon the successful completion of assigned agency conversion activities.

The ideal candidate is a proactive and adaptable professional with a strong background in insurance accounting, excellent communication skills, and the ability to thrive in a fast-paced, dynamic environment.

Compensation / Benefits

• Target Base Salary: $70,000 - $75,000
• Work Arrangement: Remote, regionally based
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Guide agencies through the post-conversion period, ensuring smooth adoption of standardized direct-billing processes and procedures.
• Lead recurring meetings with agency staff to address outstanding items, resolve questions, and support process adoption.
• Identify and resolve accounting gaps, errors, and workflow issues related to conversions.
• Monitor and reconcile direct-bill transactions to ensure commissions are accurately posted to client accounts and the general ledger.
• Research discrepancies in carrier statements, commissions, banking activity, and account balances.
• Collaborate with Direct Bill leadership and regional accounting teams to resolve reconciliation issues.
• Deliver training and create job aids for commission-processing software, agency management systems, and direct-billing procedures.
• Support agency staff in learning new accounting systems, workflows, and reporting requirements.
• Coordinate with carrier relations and other internal teams to ensure effective post-conversion processes.
• Communicate conversion progress, risks, outstanding issues, and recommended next steps to leadership.
• Manage multiple agency transitions and competing priorities concurrently.
• Contribute to continuous improvement by enhancing conversion playbooks, training materials, workflows, and implementation processes.

Qualifications / Requirements

• Education: Bachelor’s degree in Accounting, Finance, or a related field.
• Experience:
  • Knowledge of insurance brokerage accounting and billing processes.
  • Experience with insurance agency management systems, preferably Applied Epic and/or BenefitPoint systems.
  • Advanced Microsoft Excel skills, including formulas, filtering, PivotTables, and analysis of large-volume data.
  • Strong skills in reconciliation, analysis, organization, and problem-solving.
• Skills:
  • Excellent written and verbal communication skills.
  • Ability to clearly explain accounting and operational processes to non-accounting audiences.
  • Strong attention to detail and a commitment to accuracy and process integrity.
  • Ability to build relationships quickly and work effectively with agency staff during periods of operational change.
  • Ability to maintain confidentiality and handle sensitive client, employee, and company information appropriately.

#LI-JW3

Employee Benefits Account Manager

Job Summary

Seeking a highly motivated and experienced Employee Benefits Account Manager to join a dynamic team. This role is integral to a organization, focusing on providing exceptional service to clients by managing a portfolio of employee benefits accounts. The ideal candidate will have a strong background in employee benefits, excellent relationship management skills, and the ability to handle a wide range of responsibilities from quoting new and renewal business to maintaining client relationships. This position offers the flexibility of being remote, hybrid, or fully in-office, depending on the candidate's preference.

Compensation Package

• Salary Range: $70,000 - $90,000+ annually, with a discretionary bonus.
• Benefits: Comprehensive benefits package.
• Work Environment: Open to remote, hybrid, or in-office arrangements. Equipment provided for remote employees.

Responsibilities

• Manage a portfolio of employee benefits accounts, including groups with 25-100+ lives and at least 10% exposure to self-funded groups.
• Provide A-Z servicing, including quoting new and renewal business, marketing groups, and maintaining strong client relationships.
• Collaborate with the service team to ensure seamless account management and client satisfaction.
• Utilize Employee Navigator software to manage accounts and streamline processes.
• Support the VP of Employee Benefits and contribute to the growth and success of the department.

Qualifications/Requirements

• Licenses/Designations: Active 2-15 license required.
• Experience: Minimum of 3+ years in employee benefits account management.
• Technical Skills: Proficiency in Employee Navigator software preferred.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Excellent organizational and time management abilities.
  • Problem-solving mindset with attention to detail.
  • Ability to work independently and collaboratively in a team environment.
  • Client-focused approach with a commitment to delivering exceptional service.
• Education: Relevant educational background or equivalent experience in the insurance or employee benefits field.

#LI-ZS1

Agency Manager / Office Manager

Job Summary

Seeking a dynamic and professional Agency Manager / Office Manager to join a team. This is a hands-on leadership role that supports agency operations, fosters agent relationships, drives business development, and contributes to company growth. This is not a traditional office manager or personal assistant role; looking for someone who can take ownership, solve problems, and build trust across the organization. If you are proactive, organized, and business-minded with a strong background in commercial lines insurance, we encourage you to apply.

Compensation Package

• Salary: $125,000–$135,000 annually, plus performance-based bonus.
• Schedule: Full-time, in-office, five days per week.

Responsibilities

• Operations & Technology: Evaluate and implement software systems, train employees, and enhance operational processes.
• Agent Relations: Build and maintain relationships with independent agents, provide support, and gather feedback to improve services.
• Problem-Solving: Address customer complaints and operational challenges, ensuring issues are resolved efficiently.
• Business Development: Pursue new carrier contracts, recruit additional agencies, and support the company’s growth initiatives.
• Insurance Expertise: Leverage commercial lines experience to assist agents in placing accounts and understanding carrier appetites.
• Meetings & Culture: Lead monthly agency meetings, communicate updates, and organize team-building events such as lunches and golf tournaments.
• Financial Support: Collaborate with the accounting team on budgets and operational improvements.

Qualifications/Requirements

• Proven experience in commercial lines insurance.
• Tech-savvy with the ability to evaluate and implement new software systems.
• Strong interpersonal, leadership, and problem-solving skills.
• Ability to influence and build trust with independent contractors.
• Proactive, organized, and business-oriented mindset.
• Exceptional communication skills and a collaborative approach to leadership.

#LI-DD3

Inside Sales Employee Benefits Producer

Location: New York / New Jersey / Connecticut (Tri-State Area)
Position Type: Full-Time | Inside Sales / Business Development

Job Summary

An established insurance agency is seeking an experienced and motivated Inside Sales Employee Benefits Producer to support the growth of its Employee Benefits division. This role focuses on cross-selling employee benefits solutions to an existing portfolio of Commercial Property & Casualty (P&C) clients, identifying new business opportunities, and developing long-term client relationships.

The ideal candidate will have a strong understanding of the regional employee benefits marketplace, carrier relationships, Professional Employer Organization (PEO) structures, and alternative benefits solutions for small and midsize businesses. This position offers an opportunity for a sales-driven professional to leverage established client relationships, identify coverage gaps, and deliver creative, cost-effective employee benefits solutions.

Candidates must reside within the New York, New Jersey, or Connecticut Tri-State Area and be available for occasional in-person client meetings.

Responsibilities

• Identify and develop employee benefits cross-selling opportunities within an established Commercial P&C client portfolio.

• Proactively engage existing clients through phone calls, emails, virtual meetings, and relationship-building activities to generate new business.

• Evaluate client needs and recommend appropriate group health, dental, vision, life, disability, and voluntary benefits solutions.

• Develop customized benefits strategies for small and midsize businesses, including traditional group plans, PEO arrangements, and alternative benefits structures.

• Educate clients on PEO models, including advantages, limitations, cost structures, and suitability based on business needs.

• Leverage knowledge of regional employee benefits carriers, products, underwriting guidelines, and market options to deliver competitive solutions.

• Prepare proposals, conduct benefits reviews, explain plan comparisons, and present recommendations to business owners and key decision-makers.

• Utilize Salesforce to manage prospects, track sales activities, maintain an organized pipeline, and monitor new business opportunities.

• Maintain accurate client information, document activities, and coordinate with internal account management teams using Applied Epic.

• Collaborate with Commercial P&C producers and account managers to identify cross-selling opportunities and strengthen existing client relationships.

• Build and maintain strong relationships with clients, carrier representatives, and internal stakeholders.

• Conduct business primarily through inside sales channels while participating in in-person client meetings as needed.

• Stay informed about employee benefits industry trends, regulatory changes, and emerging market solutions.

Qualifications/Requirements

• Proven experience in employee benefits sales, inside sales, business development, or benefits consulting within an insurance agency or brokerage environment.

• Experience with Salesforce and Applied Epic required.

• Strong understanding of the regional employee benefits carrier marketplace, including products and solutions for small and midsize employers.

• Working knowledge of PEO structures, benefits offerings, and alternative insurance arrangements.

• Experience selling group medical, dental, vision, life, disability, and voluntary benefits products.

• Demonstrated ability to identify and develop cross-selling opportunities within an existing Commercial P&C client portfolio.

• Strong consultative selling, negotiation, communication, and relationship-management skills.

• Comfortable conducting outbound sales activities, virtual presentations, and proactive client outreach.

• Excellent organizational and time-management skills with the ability to manage multiple opportunities throughout the sales cycle.

• Self-motivated, results-oriented professional with a proactive approach to business development.

• Ability to collaborate effectively with producers, account managers, and other internal teams.

• Must reside in New York, New Jersey, or Connecticut and be willing to travel locally for client meetings as needed.

• Holds an active L&H (Life and Health) 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-TM1

Standard/Private Client Personal Lines Insurance Producer

Established Agency seeking experienced producer with a hunter mentality. Must have comprehensive understanding of P&C Insurance, be a networking rock star, and demonstrate a clear ability to recognize broker needs.
 
The ideal candidate will have the following qualifications:

• Comfortable thinking outside the box and overcoming obstacles.
• Consultative sales.
• Prior sales experience.
• Must possess excellent communication skills, including telephone etiquette. 
• Ability to travel within their assigned territory
• Work independently and as part of a team to drive agency revenue.
• Apply problem solving techniques to various issues.
• Ability to work with multiple carriers & grow broker network.
• Must carry an active P&C license.

#LI-BJ1

Standard/Private Client Personal Lines Insurance Producer

Established Agency seeking experienced producer with a hunter mentality. Must have comprehensive understanding of P&C Insurance, be a networking rock star, and demonstrate a clear ability to recognize broker needs.
 
The ideal candidate will have the following qualifications:

• Comfortable thinking outside the box and overcoming obstacles.
• Consultative sales.
• Prior sales experience.
• Must possess excellent communication skills, including telephone etiquette. 
• Ability to travel within their assigned territory
• Work independently and as part of a team to drive agency revenue.
• Apply problem solving techniques to various issues.
• Ability to work with multiple carriers & grow broker network.
• Must carry an active P&C license.

#LI-BJ1