Account Manager (80% Commercial, 20% Personal)

Job Summary

Seeking a dedicated and detail-oriented Account Manager to join a team. This role involves managing a diverse portfolio of accounts, with a focus on heavy habitational properties such as condo associations, HOAs, and townhomes. The ideal candidate will work closely with agents and virtual assistants to ensure seamless service delivery.

Compensation Package

• Salary Range: $45,000 - $62,000 annually (eligible for a raise after one year)
• Benefits:
  • Support from a team of virtual assistants
  • Positive and collaborative work environment

Responsibilities

• Manage a book of business, primarily consisting of commercial accounts (80%) and personal accounts (20%).
• Handle accounts with a focus on heavy habitational properties, including 3,900 condo associations, HOAs, and townhomes.
• Quote new and renewal business, with approximately 70% of the role involving brokerage.
• Collaborate closely with agents and virtual assistants to provide exceptional client service.
• Utilize Hawksoft software initially, transitioning to EPIC in October.

Qualifications/Requirements

• Experience: 2-3 years of relevant experience, preferably with familiarity in working with brokers and managing habitational accounts.
• Technical Skills: Proficiency in insurance management software (Hawksoft and EPIC preferred).
• Soft Skills:
  • Strong organizational and time-management abilities.
  • Excellent communication and interpersonal skills.
  • Attention to detail and problem-solving capabilities.
  • Ability to work collaboratively in a team-oriented environment.
  • Adaptability and a proactive approach to challenges.

#LI-ML2

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is pivotal in managing and servicing a book of business consisting of middle-market accounts ranging from $25,000 to $300,000 in premium size. The ideal candidate will bring a strong background in commercial insurance, exceptional organizational skills, and a client-focused mindset.

Compensation Package

• Salary Range: $60,000 - $80,000 annually, commensurate with experience.
• Benefits: Comprehensive benefits package available (details provided upon request).

Responsibilities

• Manage and service a book of business consisting of middle-market commercial accounts.
• Handle quoting for new and renewal business as needed.
• Collaborate with team members to ensure seamless client service and satisfaction.
• Maintain accurate and up-to-date records in the EPIC software system.
• Provide support for non-licensed administrative tasks as required.
• Build and maintain strong relationships with clients, carriers, and internal teams.

Qualifications/Requirements

• Licenses/Designations: Active insurance license required.
• Experience: Minimum of 2 years of experience in commercial lines insurance; 3-5 years preferred.
• Technical Skills: Proficiency in EPIC software is highly desirable.
• Education: High school diploma or equivalent required; additional certifications or training in insurance is a plus.
• Soft Skills:
  • Strong attention to detail and organizational skills.
  • Excellent communication and interpersonal abilities.
  • Ability to work independently and collaboratively in a team environment.
  • Problem-solving mindset with a proactive approach to client needs.
  • Adaptability to changing priorities and deadlines.

#LI-AK3

Commercial Insurance Producer

Job Summary

Seeking a highly motivated and experienced Commercial Insurance Producer to join a elite and fiercely independent team. This is an exceptional opportunity to work with a world-class firm that prides itself on a culture of excellence, hard work, and being the best in the industry. As a Commercial Insurance Producer, you will play a pivotal role in driving true growth by building and managing your own book of business, focusing on large market accounts and specialized industries such as real estate, hospitality, and healthcare.

Compensation Package

• Base Salary: $100,000 - $300,000, commensurate with experience and performance.
  Benefits: Comprehensive benefits package available (details provided upon request).
• Additional Perks: Elite company culture, opportunities for professional growth, and recognition for long-term service.

Responsibilities

• Develop and manage a book of business with a focus on large market accounts, generating revenue between $20,000 and $1 million+.
• Identify and pursue new business opportunities, leveraging your expertise in property and casualty (P&C) insurance.
• Build strong relationships with clients, providing advisory services and tailored insurance solutions.
• Collaborate with internal account managers and administrative support teams to ensure seamless client service.
• Stay informed on industry trends, market conditions, and competitor activities to maintain a competitive edge.
• Meet or exceed sales targets, with a minimum expectation of pacing for $500,000 in revenue over three years.

Qualifications/Requirements

• Licenses/Designations: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 3+ years in sales, with a proven track record of success in commercial insurance.
• Technical Skills: Proficiency in Epic software preferred.
• Soft Skills:
  • Hunter mentality with a strong drive to succeed.
  • Determined and disciplined approach to sales.
  • Coachable and open to feedback for continuous improvement.
  • Exceptional interpersonal and communication skills.
  • Expertise in advisory services and a deep understanding of the insurance industry.
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  • #LI-CH3

Senior General Liability Claims Examiner

Job Summary

Seeking a highly skilled and experienced Senior General Liability Claims Examiner to join a dynamic team. The ideal candidate will have a strong background in handling complex general liability claims, including both litigated and non-litigated files, and will play a pivotal role in ensuring the efficient and effective resolution of claims. If you are a detail-oriented professional with a passion for excellence in claims management, a encourage you to apply.

Compensation Package

• Salary: $90,000 - $100,000 per year (up to $105,000 for exceptional candidates).
• Bonus: Quarterly bonus payouts based on individual production and other performance factors.
• Growth Opportunities: High-growth environment with potential for advancement into leadership.
• Stability: Backed by a financially secure parent organization, ensuring long-term career stability.

Responsibilities

• Manage a caseload of 120-150 commercial general liability claims, including litigated files (50%-75%).
• Handle claims across various accounts, including trucking, crane & rigging, homeowners associations (HOAs), condominiums, and more.
• Investigate and resolve claims involving slip and fall incidents, bodily injury, third-party property damage, dog bites, premises liability, product liability, and other general liability exposures.
• Conduct thorough contract and coverage reviews, draft reservation of rights (RoR) letters, and manage tendering processes.
• Collaborate with legal teams and other stakeholders to ensure effective litigation management and resolution.
• Maintain accurate and detailed documentation of all claims activities in the claims management system.
• Provide exceptional customer service to clients and stakeholders, ensuring timely communication and resolution of claims.

Qualifications/Requirements

• Minimum of 5 years of experience handling complex general liability claims.
• Strong expertise in contract and coverage review, drafting RoR letters, and managing tendering processes.
• Proven experience in handling litigated claims and collaborating with legal teams.
• Demonstrated ability to manage a high-volume caseload while maintaining attention to detail and accuracy.
• Stable work history, with at least 4+ years of tenure at previous employers.
• Experience in a Third-Party Administrator (TPA) or insurance carrier environment is highly preferred.

#LI-MW1

Commercial Insurance Account Manager

Job Summary

Seeking a detail-oriented, results-driven Commercial Insurance Account Manager to manage and coordinate commercial insurance accounts while fostering strong client relationships. This position focuses on delivering superior service and tailored insurance solutions to meet the needs of clients.

Responsibilities

• Act as the primary contact for assigned commercial insurance accounts, ensuring consistent client satisfaction.
• Assess client business needs, present policy options, and recommend appropriate insurance solutions.
• Handle daily account operations, including policy changes, renewals, and claims management.
• Identify potential risks for clients and provide strategic recommendations for coverage.
• Partner with insurance carriers to negotiate terms and resolve underwriting concerns.
• Maintain precise and up-to-date records of all client interactions in the CRM system.
• Review insurance policies to ensure coverage aligns with client requirements and expectations.
• Build and strengthen relationships with clients, carriers, and internal teams.
• Stay informed on industry trends, regulatory developments, and compliance standards to optimize offerings for clients.

Qualifications/Requirements

• Proven experience as an Account Manager, ideally in the commercial insurance sector.
• Thorough understanding of commercial insurance practices, policies, and coverage options.
• Excellent interpersonal and communication skills, with the ability to develop and maintain strong client relationships.
• High level of organizational and time-management skills.
• Proficiency with CRM platforms and Microsoft Office tools (Word, Excel, PowerPoint, Outlook).
• Acumen for analyzing client needs and crafting tailored insurance solutions.
• Strong negotiation and problem-solving abilities.
• Detail-oriented and proactive, with a focus on accuracy and client satisfaction.
• Holds an active P&C (Property and Casualty) insurance license.
• Passionate about continuous skill development and industry knowledge.

Benefits

• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

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-CH2

Private Client Account Executive
Schedule: Hybrid - 3days in 2 days from home 
Salary: 100k-135k depending on overall qualifications 

Job Summary

Seeking an experienced and detail-oriented Premier Private Client Account Executive to join a growing team. This Hybrid position works closely with the agency principal and is responsible for quoting and binding new business, conducting renewal reviews to support client retention, and delivering exceptional service in a fast-paced environment. The ideal candidate will have a deep understanding of the unique needs of high-net-worth clientele and possess strong policy and product knowledge across high-net-worth carrier partners.

Compensation Package

• Competitive salary based on experience
• Company-paid Health, Dental, Vision & Life Insurance
• Quarterly & Annual Agency Growth Bonuses
• Company-paid AAA membership
• Optional in-house gym membership

Responsibilities

• Manage and service, with support, an assigned high-net-worth book of business for accounts over $50K in premium.
• Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications, and binder processes through policy issuance.
• Create applications, supplemental forms, binders, coverage summaries, Broker of Record forms, certificates, Evidence of Property, and Auto ID cards.
• Prepare and conduct high-level client renewal reviews.
• Stay current on industry trends, product developments, coverage updates, and emerging technologies.
• Meet agency-defined service and quality metrics.
• Ensure policy compliance and maintain confidentiality of company and client information.
• Assist with projects and other duties as assigned by management.
• Act as a team player by supporting colleagues and providing backup for other Account Managers as needed.

Qualifications/Requirements

• Experience:
  • 5+ years of high-net-worth personal lines experience with a minimum of 3 years working with accounts of $50K+ in total premium.
  • Experience and familiarity with leading high-net-worth carriers such as Chubb, AIG, PURE, Cincinnati, and Berkley One, as well as working with wholesale brokers on hard-to-place Excess & Surplus Lines business.
• Licensing:
  • Active Property & Casualty Insurance License in good standing.
• Skills:
  • Strong problem-solving abilities with the capacity to make independent decisions and develop solutions that support outstanding client experience and team objectives.
  • Effective listening and communication skills to identify needs, troubleshoot issues, and provide professional insurance guidance.
  • Exceptional verbal, written, and presentation skills.
  • Excellent organizational, planning, problem-solving, and multitasking abilities.
  • Proficiency in agency management systems, carrier portals, MS Office applications (Word, Excel, Outlook & Teams), and other essential technologies such as Scribe.
  • Ability to adapt to shifting priorities, be resourceful, and embrace change.
  • Strong people skills and the ability to build and maintain client relationships.
  • Commitment to continuous process improvement and team development.
• Additional Attributes:
  • Highly self-motivated with a strong work ethic and resilience to work through challenges.
  • Flexibility to take on additional responsibilities and projects as needed.

#LI-TM1

Commercial Lines Producer

Job Summary

Seeking experienced and driven Commercial Lines Producers to join a team in a fully remote capacity. This role is ideal for professionals with a proven track record of generating new business and producing at least $100,000 in annual revenue. If you excel in building client relationships, managing the sales cycle independently, and driving business growth, we encourage you to apply.

Compensation Package

• Base Salary: $100,000+
• Work Arrangement: Fully remote

Responsibilities

• Develop and execute strategies to generate new business in commercial lines insurance.
• Build and maintain strong relationships with clients and business partners.
• Independently manage the entire sales cycle, from prospecting to closing deals.
• Consistently achieve or exceed annual revenue targets of $100,000 or more.
• Provide exceptional customer service and maintain a high level of client satisfaction.
• Collaborate with internal teams to ensure seamless service delivery.

Qualifications/Requirements

• Proven experience as a Commercial Lines Producer with a history of generating $100,000+ in annual revenue.
• Strong skills in new-business development, prospecting, and relationship management.
• Established network of client and business-development relationships.
• Ability to work independently and manage the sales process effectively.
• Excellent communication and interpersonal skills.
• Comfortable working in a remote environment with minimal supervision.

#LI-DH1

Commercial Lines Producer

Job Summary

Seeking experienced and driven Commercial Lines Producers to join a team in a fully remote capacity. This role is ideal for professionals with a proven track record of generating new business and producing at least $100,000 in annual revenue. If you excel in building client relationships, managing the sales cycle independently, and driving business growth, we encourage you to apply.

Compensation Package

• Base Salary: $100,000+
• Work Arrangement: Fully remote

Responsibilities

• Develop and execute strategies to generate new business in commercial lines insurance.
• Build and maintain strong relationships with clients and business partners.
• Independently manage the entire sales cycle, from prospecting to closing deals.
• Consistently achieve or exceed annual revenue targets of $100,000 or more.
• Provide exceptional customer service and maintain a high level of client satisfaction.
• Collaborate with internal teams to ensure seamless service delivery.

Qualifications/Requirements

• Proven experience as a Commercial Lines Producer with a history of generating $100,000+ in annual revenue.
• Strong skills in new-business development, prospecting, and relationship management.
• Established network of client and business-development relationships.
• Ability to work independently and manage the sales process effectively.
• Excellent communication and interpersonal skills.
• Comfortable working in a remote environment with minimal supervision.

#LI-DH1

Controller

A well-established and growing independent insurance agency is seeking an experienced Controller to lead its accounting and financial operations. This is a hands-on leadership role with significant responsibility for financial reporting, commission revenue management, budgeting and forecasting, cash flow, and strategic financial support. The ideal candidate will have a strong accounting foundation, experience managing commission-based revenue, and the ability to partner closely with executive leadership in a high-volume, transaction-driven environment.

Key Responsibilities

Financial Strategy & Leadership

• Partner with executive leadership on financial strategy, profitability, and growth initiatives.
• Support strategic initiatives including organic growth, acquisitions, and new revenue opportunities.
• Provide financial insight and analysis to support business decisions.

Commission Revenue Management

• Oversee commission accounting for both agency bill and direct bill revenue.
• Reconcile carrier statements and internal records to ensure accuracy and completeness.
• Track and forecast contingent income.
• Oversee producer compensation and commission structures.
• Identify and improve processes related to billing and commission accuracy.

Financial Reporting & Analysis

• Oversee monthly, quarterly, and annual financial reporting.
• Analyze revenue and profitability across business lines, producers, and programs.
• Provide financial analysis, forecasts, and recommendations to senior leadership.

Accounting Operations & Controls

• Oversee general ledger, accounts receivable/payable, reconciliations, and payroll.
• Ensure compliance with GAAP and applicable regulatory requirements.
• Maintain and strengthen internal controls and accounting processes.
• Coordinate the annual external financial audit.

Budgeting, Forecasting & Cash Management

• Lead annual budgeting and ongoing forecasting with a focus on commission-based revenue variability.
• Monitor performance against budget and provide variance analysis.
• Manage cash flow, liquidity, banking relationships, and related financial risk.

Team Leadership

• Lead, develop, and mentor the accounting team.
• Establish clear roles, responsibilities, and performance expectations.
• Promote accountability, collaboration, and continuous process improvement.

Business & Operational Support

• Partner with department leaders to evaluate the financial impact of business initiatives.
• Support pricing, compensation, and profitability analysis.
• Identify opportunities to improve efficiency and automate financial processes.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field required.
• Experience with insurance agency accounting and commission revenue strongly preferred.
• CPA highly preferred.
• 10+ years of progressive accounting and finance experience.
• Strong knowledge of financial reporting, accounting principles, and financial management.
• Experience with budgeting, forecasting, financial analysis, and strategic planning.
• Proven leadership experience with the ability to manage and develop a team.

Compensation & Benefits

• $200,000–$250,000 base salary
• 10% year-end bonus
• Medical, dental, vision, and life insurance
• Employer-sponsored HSA
• 401(k) with employer match
• PTO and paid holidays
• Casual, collaborative office environment

Schedule

Hybrid – 2–3 days per week in the office

Mondays are required in-office; the remaining hybrid schedule is flexible.

#LI-ET1