Commercial Lines Producer

Job Summary

Seeking a motivated, results-driven Commercial Lines Producer to join the team. This role involves leveraging expertise in insurance to build and maintain strong relationships with clients, providing customized commercial insurance solutions to meet their unique business needs. The position offers the opportunity to grow the organization's book of business while delivering exceptional service.

Responsibilities

• Develop new and existing commercial insurance accounts through prospecting, networking, and referrals.
• Identify the insurance needs of business clients and recommend tailored products and services that mitigate risk and safeguard their operations.
• Build and maintain long-term relationships with clients, carriers, and industry partners.
• Stay informed of changes in insurance regulations, industry trends, and emerging market opportunities.
• Collaborate with underwriters and other internal team members to deliver competitive and accurate coverage solutions.
• Maintain thorough knowledge of company offerings, compliance guidelines, and underwriting requirements.
• Meet or exceed sales production goals by managing a sales pipeline and closing deals efficiently.
• Provide excellent customer service by responding promptly to client inquiries, conducting ongoing risk assessments, and assisting with claims when necessary.

Qualifications/Requirements

• Required License: Active and current insurance producer license is required.
• Experience: Minimum of 2 years of experience in commercial lines insurance sales or a related field.
• Strong understanding of commercial policies and coverage options, such as liability, property, workers’ compensation, and professional liability.
• Proven ability to generate leads, secure new accounts, and retain existing clients.
• Exceptional interpersonal and communication skills, with a talent for building trust and rapport.
• Self-motivated and goal-oriented, with a track record of meeting or exceeding sales targets.
• Ability to work independently and as part of a collaborative team.
• Proficiency in CRM systems and other relevant technology tools to manage client interactions effectively.
• Bachelor’s degree in Business, Insurance, or a related field is preferred but not required.

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.

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Commercial Lines Placement Specialist

Job Summary

The role of Commercial Lines Placement Specialist focuses on leveraging marketing expertise to ensure effective placement of commercial lines accounts while maintaining and strengthening relationships with clients, carriers, and internal teams. This position requires strong insurance and marketing knowledge, with the ability to develop customized client solutions, negotiate with carriers, and facilitate seamless insurance placement.

Responsibilities

• Collaborate with producers and account managers to secure optimal placement of commercial lines insurance accounts.
• Evaluate client needs and develop comprehensive marketing strategies to address coverage gaps or challenges.
• Build and maintain strong carrier relationships; negotiate terms, conditions, and premiums for tailored coverage solutions.
• Create and present professional, detailed proposals to clients for their commercial coverage options.
• Monitor market trends to support clients in obtaining innovative insurance offerings.
• Partner with internal teams to ensure seamless onboarding and satisfaction of client accounts.
• Ensure compliance with company policies, industry standards, and regulatory requirements throughout the placement process.
• Maintain accurate records, documentation, and reporting on all placements.
• Develop and manage marketing initiatives, campaigns, and materials aimed at driving business growth.

Qualifications/Requirements

• Educational Background: Bachelor’s degree in Marketing, Business Administration, Insurance, or a related field preferred; equivalent experience will be considered.
• Professional Experience: Minimum of 3-5 years of experience in commercial lines insurance, placement, underwriting, or a related marketing role.
• Strong knowledge of insurance products, policies, and regulations related to commercial lines.
• Excellent interpersonal and communication skills with the ability to work effectively in a team-oriented and client-focused environment.
• Demonstrated ability to build partnerships and manage relationships with clients and insurance carriers.
• Solid negotiation skills with a proven track record of successfully advocating for client-centric solutions.
• Detail-oriented and committed to delivering high-quality outcomes in fast-paced environments.
• Proficiency in relevant software tools such as CRM platforms, Microsoft Office Suite, and carrier quoting systems.
• Innovative thinker with a customer-first philosophy and an aptitude for problem-solving.

Preferred Qualifications:

• Professional designation such as CPCU, CIC, or ARM.
• Experience developing and executing marketing campaigns within an insurance environment.

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.

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CA Workers’ Compensation Claims Supervisor

Summary

Seeking an experienced CA Workers’ Compensation Claims Supervisor with strong communication and organizational skills.

Responsibilities

• Supervise, mentor, and develop a team of California Workers' Compensation Claims Adjusters.
• Monitor individual and team performance, productivity, quality, and compliance with company standards.
• Conduct file reviews and provide technical guidance on complex claims handling.
• Assist adjusters with coverage analysis, compensability decisions, settlement authority, litigation strategy, and reserve accuracy.
• Ensure timely and accurate claim investigations, benefit administration, and claim resolution.
• Maintain compliance with California Workers' Compensation laws, regulations, and client service expectations.
• Coach team members through performance management, training, and professional development initiatives.
• Collaborate with management on staffing, workflow management, and operational improvements.
• Build and maintain strong relationships with clients, brokers, defense counsel, medical providers, and internal stakeholders.
• Participate in client meetings and provide claims updates as needed.

Qualifications

• 7+ years of California Workers' Compensation claims handling experience.
• 3+ years of supervisory or team lead experience overseeing Workers' Compensation Claims Adjusters.
• Active California Self-Insurance Plans (SIP) Certificate required or able to obtain one fairly quickly.
• Must reside in California.
• Strong knowledge of California Workers' Compensation statutes and regulations.
• Experience handling complex and litigated Workers' Compensation claims.
• Demonstrated leadership, coaching, and employee development skills.
• Excellent written and verbal communication abilities.
• Strong organizational, analytical, and decision-making skills.

Compensation Package

• Competitive salary range of $115K – $125K (depending on experience)
• Remote work available with company-provided equipment
• Growth opportunities within the organization and industry

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.

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Regulatory Compliance Analyst - Workers' Compensation

Job Summary

Seeking an experienced Workers’ Compensation Regulatory Compliance Analyst to centralize and oversee regulatory compliance processes within a growing insurance organization.

This individual will serve as a key liaison among underwriting, actuarial, operations, technology, policy services, rating bureaus, regulators, third-party administrators, and external business partners. The role will monitor regulatory developments, coordinate filing activity, resolve data and reporting issues, and ensure required changes are communicated and implemented across the organization.

The ideal candidate combines strong knowledge of workers’ compensation regulations with the communication, organization, and influence required to coordinate multiple departments, establish accountability, and move filings and regulatory initiatives through to completion.

The Role

• Monitor workers’ compensation laws, regulations, rating-bureau updates, circulars, forms, endorsements, rates, rules, and state filing requirements.
• Evaluate regulatory developments and determine their impact on policies, systems, procedures, and business operations.
• Prepare and review workers’ compensation form, rate, rule, and endorsement filing packages.
• Coordinate filing activity with external actuarial and regulatory partners.
• Manage Department of Insurance questions, objections, revisions, edits, and follow-up requests.
• Review filing materials and supporting data for accuracy, completeness, and regulatory compliance.
• Track filing deadlines, approvals, implementation requirements, and outstanding items.
• Serve as the central liaison among underwriting, actuarial, operations, technology, policy services, compliance, rating bureaus, and external partners.
• Translate regulatory requirements into clear departmental responsibilities, deliverables, and timelines.
• Coordinate the implementation of approved forms, endorsements, rates, rules, and other regulatory changes.
• Identify and resolve incomplete, conflicting, or inaccurate information that may affect filings or implementation.
• Develop and maintain standardized compliance procedures, tracking tools, documentation, and internal controls.
• Analyze policy, regulatory, filing, and operational data to identify discrepancies and required corrections.
• Work with external reporting partners to resolve questions and data issues.
• Support internal compliance reviews, audits, and quality-control activities.
• Maintain current knowledge of national and state-specific workers’ compensation requirements.

Required Experience / Qualifications / Education

• Bachelor’s degree in Business, Insurance, Risk Management, Finance, or a related field.
• 5+ years of workers’ compensation regulatory compliance, product compliance, filings, or related insurance experience.
• Strong knowledge of workers’ compensation forms, endorsements, rates, rules, classifications, and state filing requirements.
• Experience preparing and reviewing multi-state regulatory filing packages.
• Hands-on experience with workers’ compensation regulatory filing systems.
• Working knowledge of national rating-bureau requirements, manuals, circulars, forms, endorsements, rules, and state adoption requirements.
• Experience coordinating rate filings and working with actuarial partners.
• Experience responding to regulatory objections, revisions, and filing-related correspondence.
• Experience reviewing policy language and coordinating regulatory changes across departments.
• Strong data-analysis, research, problem-solving, and attention-to-detail skills.
• Demonstrated ability to centralize processes and coordinate cross-functional initiatives.
• Ability to communicate technical regulatory requirements clearly to technical and nontechnical stakeholders.
• Strong organizational skills with the ability to manage multiple filings, deadlines, and priorities.
• Ability to influence stakeholders and drive accountability without direct authority.
• Proficiency with secure file-transfer tools, Microsoft Windows, and Microsoft Office products.
• Workers’ compensation carrier, fund, rating bureau, consulting, or regulatory experience is strongly preferred.

Compensation Package

• Salary Range: $100,000 - $150,000 annually.
• Discretionary bonus opportunity.
• Comprehensive benefits package and paid time off.
• Hybrid or remote work arrangement.
• This is an individual-contributor position with the potential to support the future development of a broader internal compliance function.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role and is subject to modification at the employer’s discretion.

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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.

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#INDTJG-MWT

Claims Specialist

Job Summary

Seeking a highly skilled and experienced Claims Specialist to join a team. This role is pivotal in managing the claims process from initial notice to resolution, ensuring a seamless experience for our customers. The ideal candidate will have prior experience managing claims at an agency level, and will possess a strong understanding of commercial property and casualty insurance.

Compensation Package

• Salary: $80,000 - $100,000 annually, commensurate with experience.
• Benefits:
  • Comprehensive health, vision, dental, and life insurance.
  • Opportunities for professional growth in a collaborative and casual office environment.

Responsibilities

• Review and process incoming claims promptly and accurately, adhering to regulatory and company standards.
• Request and track necessary information from customers for accurate claim submissions.
• Investigate and resolve complex claim issues.
• Maintain detailed records of all claims activity, including correspondence and findings.
• Communicate regularly with customers and carriers to provide updates on claim status and next steps.
• Monitor and manage large claims, ensuring continuous communication with insured parties from notification to closure.
• Notify senior leadership of any large claim concerns or issues.
• Provide exceptional customer service by addressing customer concerns and complaints.
• Analyze and investigate claims to identify and prevent potential fraud.
• Generate monthly, quarterly, and annual loss run reports for internal and external stakeholders.
• Perform additional duties as assigned.

Qualifications/Requirements

Required Skills/Abilities:

• Valid resident Property & Casualty insurance license, or the ability to obtain and maintain one (assistance may be provided).
• Proficiency in Microsoft Office Suite.
• Familiarity with AMS360 and ImageRight, or the ability to quickly learn these systems.
• Strong analytical skills and attention to detail.
• Excellent communication skills, both written and verbal, with the ability to interact effectively with leadership, coworkers, insureds, and carriers.
• Ability to work independently with minimal supervision.
• Professional and tactful interpersonal skills to engage with diverse personalities.
• Strong organizational skills and the ability to manage multiple tasks efficiently.
• Team-oriented mindset with a willingness to seek and provide feedback.

#LI-CS1

Commercial Lines Account Executive / Support Leader for Large Commercial

Job Summary

Seeking an experienced and dynamic Commercial Lines Account Executive / Support Leader to join a team. This role is pivotal in leading and supporting a team of professionals managing a large commercial book of business. The ideal candidate will bring strong leadership skills, a proven ability to manage change, and expertise in large commercial property and casualty insurance. This is an excellent opportunity to make a significant impact within a growing organization.

Compensation Package

• Salary: Up to $125,000 annually (depending on experience)
• Remote Work: Fully remote option available

Responsibilities

• Lead and manage a team of 8 direct reports, including CSRs and account managers.
• Oversee workflows, develop and implement standard operating procedures (SOPs), and ensure operational efficiency.
• Train and onboard new team members, fostering a culture of continuous learning and development.
• Support producers by managing books of business as needed and addressing client issues.
• Drive team motivation and engagement, ensuring alignment with organizational goals.
• Collaborate with leadership to influence and implement change management initiatives.
• Provide quoting and inside sales support as required.

Qualifications/Requirements

• Experience: Extensive experience in large commercial property and casualty insurance, with a strong background in leadership and people management.
• Leadership Skills: Proven ability to lead teams, manage change, and rally team members toward common goals.
• Technical Expertise: Familiarity with Epic software; experience with Applied systems is a plus.
• Industry Knowledge: Experience with contractors, manufacturing, auto dealerships, and trucking accounts is highly desirable.
• Skills: Strong operational and workflow management skills, with the ability to develop and implement effective SOPs.
• Education/Certifications: Relevant licensure or designations are preferred but not required.
• Location: Open to candidates nationwide; preference for those with experience in Wisconsin, Minneapolis, or the broader Midwest markets.

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Claims & Risk Management Support Leader

Job Summary

Seeking an experienced Commercial Lines Claims Manager to lead a specialized support team within a growing Property & Casualty agency. This role is ideal for a claims professional who thrives on problem-solving, guiding clients through complex situations, and collaborating with carriers to achieve successful claim outcomes. As a key leader, you will oversee a small team, serve as a trusted resource for intricate claims advocacy, and contribute to the agency's operational excellence.

Compensation Package

• Base Salary: Up to $96,000, commensurate with experience.
• Benefits: Comprehensive benefits package.

Responsibilities

• Lead and develop a team comprising a Client Resource Coordinator and a Risk Management/OSHA Support Specialist.
• Act as the agency's primary internal expert on complex commercial claims matters.
• Advocate on behalf of clients and collaborate with carriers to resolve challenging claims issues.
• Provide guidance on large-loss, high-severity, and sensitive claims situations.
• Coordinate communication among clients, carriers, producers, and internal stakeholders.
• Oversee claims-related workflows, ensuring timely follow-up and resolution of issues.
• Maintain a high level of client satisfaction throughout the claims process.
• Support process improvement initiatives and contribute to the department's operational efficiency.

Qualifications/Requirements

• Extensive experience in Commercial Lines claims, either within an agency or on the carrier side.
• Proven expertise in handling or supporting large commercial accounts and complex claims scenarios.
• Strong understanding of commercial insurance coverages and claims processes.
• Prior leadership experience or a demonstrated interest in stepping into a leadership role.
• Excellent communication skills for engaging with clients, carriers, and internal teams.
• Industry experience in contractor, manufacturing, transportation, auto dealership, or similar sectors is highly valued.
• Familiarity with Applied Epic or other agency management systems is preferred.

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Commercial Lines Producer

Job Summary

Seeking a motivated and professional Commercial Lines Producer to join a growing team. This role is pivotal in assisting small business clients with their insurance needs by leveraging inbound leads from bank and loan officers. The ideal candidate will have a strong background in insurance sales, a proven ability to work collaboratively, and a commitment to delivering exceptional service.

Compensation Package

• Base Salary: $70,000 annually
• Commission: 30% on all new business (no commission on renewals)

Responsibilities

• Manage inbound leads from bank and loan officers, guiding small business clients through the insurance process.
• Build and maintain strong relationships with clients to ensure satisfaction and retention.
• Utilize the Epic software system to manage accounts and streamline workflows.
• Collaborate with team members to achieve departmental goals and contribute to a positive work environment.
• Take accountability for meeting sales targets and delivering high-quality service.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years in insurance sales, with a focus on small accounts preferred.
• Technical Skills: Proficiency in Epic software is highly desirable.
• Soft Skills:
  • Professional demeanor and communication skills.
  • Strong sense of accountability and reliability.
  • Ability to work effectively as part of a team.

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