Commercial Insurance Producer

Job Summary

Seeking a motivated and customer-focused Commercial Insurance Producer to join the team. This role involves assisting businesses by identifying their insurance needs and providing tailored solutions from a comprehensive range of commercial insurance products. The ideal candidate is goal-oriented, knowledgeable about insurance products, and excels at building long-term client relationships.

This position offers professional development opportunities, a supportive team environment, and the tools needed to succeed in a fast-paced and rewarding industry.

Responsibilities

• Build and manage a portfolio of commercial insurance clients, serving as the primary contact to address business insurance needs.
• Develop sales strategies and proactively seek out potential clients through networking, referrals, cold calling, and other lead-generation methods.
• Assess clients' business needs and risks to recommend suitable insurance coverage solutions, including property, liability, workers' compensation, professional liability, and more.
• Collaborate with underwriters to create customized insurance coverage options for clients.
• Maintain a deep understanding of insurance products, industry trends, and regulatory requirements.
• Regularly review and renew policies to ensure continued relevance and competitive pricing for clients.
• Educate clients on risk management practices, policy details, and claims processes.
• Achieve or exceed individual and team sales goals while ensuring the highest level of client satisfaction.
• Represent the company at industry events, networking opportunities, and trade shows to promote brand awareness.
• Maintain accurate records of client interactions, sales processes, and policy renewals in the CRM system.

Qualifications/Requirements

• Proven experience as an Insurance Producer, preferably with a focus on commercial lines.
• Hold a valid state insurance license for Property and Casualty (or ability to obtain one within the required timeframe).
• Strong sales, negotiation, and interpersonal skills, with the ability to build and maintain trust with clients and partners.
• Exceptional communication and presentation skills, both verbal and written.
• Ability to analyze risks and offer personalized and strategic insurance solutions.
• Knowledge of commercial insurance products, industry practices, and legal guidelines.
• Proficiency in using CRM software, Microsoft Office, and other sales tools.
• Self-motivated, detail-oriented, and capable of working independently while meeting deadlines.
• Bachelor's degree in business, finance, or a related field (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.

#LI-DD3

Employee Benefits Account Executive

Job Summary:
Seeking a dynamic and results-driven Employee Benefits Account Executive to join the team. The ideal candidate will serve as a strategic partner to clients, managing employee benefits programs and ensuring exceptional service delivery. This role requires excellent communication and organizational skills, as well as the ability to build and maintain strong relationships with both clients and internal teams.

Responsibilities:

• Serve as the primary point of contact for assigned clients, managing all aspects of their employee benefits programs.
• Develop and maintain strong relationships with clients to gain an in-depth understanding of their business needs and employee benefits goals.
• Collaborate with internal teams to design and propose tailored benefits solutions, ensuring compliance with regulations and alignment with client expectations.
• Provide expert guidance on benefit plan offerings, including health, dental, vision, retirement, and wellness programs.
• Conduct regular benefits reviews and provide recommendations for plan modifications, cost-saving strategies, and enhanced employee engagement.
• Facilitate benefits plan renewals, manage open enrollment processes, and oversee communication strategies to educate employees on available options.
• Negotiate with insurance carriers and vendors to secure competitive rates and services.
• Address client inquiries and resolve issues related to benefits programs efficiently and accurately.
• Stay up-to-date with industry trends, regulatory changes, and best practices to advise clients effectively.
• Prepare and deliver presentations, reports, and data analyses to support decision-making processes.

Qualifications/Requirements:

• Bachelor's degree in Business Administration, Human Resources, or a related field, or equivalent work experience.
• Holds an active L&H (Life and Health) insurance license.
• Proven experience as an Account Executive or in a similar role within the employee benefits or insurance industry.
• Strong knowledge of employee benefits programs and related regulatory requirements (e.g., ACA, HIPAA, ERISA).
• Exceptional interpersonal and communication skills, with the ability to present ideas effectively and build lasting relationships.
• Proficiency in client relationship management tools and relevant software applications.
• Strong analytical and problem-solving abilities, with keen attention to detail.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Certification in employee benefits or insurance (e.g., CEBS, PHR) is a plus 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.

#LI-PM1

Sr. Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a growing team. This role is integral to the operations, focusing on renewals and retention of the commercial lines accounts. The ideal candidate will have a strong background in small business insurance, excellent customer service skills, and the ability to work in a fast-paced environment.

Compensation Package

• Salary Range: $90,000 - $110,000 (commensurate with experience)
• Benefits: Comprehensive benefits package, including a 401(k) plan
• Profit Sharing Plan: Available
• Professional Growth: Personalized growth plans to support career development

Responsibilities

• Manage a book of business with a focus on mid market business accounts
• Handle renewals and retention of accounts, ensuring client satisfaction and long-term relationships
• Quote new and renewal business as required
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly
• Collaborate with producers and other account managers to support the commercial lines team
• Maintain accurate and up-to-date records in the agency management system (HawkSoft)

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required
• Experience: 5-10+ years of experience in commercial lines account management, preferably with mid-sized business accounts
• Technical Skills: Proficiency in HawkSoft or similar agency management software preferred
• Soft Skills: Strong communication, organizational, and problem-solving skills; ability to work independently and as part of a team; customer-focused mindset; adaptability and a proactive approach to challenges

#LI-AH2

Attorney (Workers' Compensation Defense)

Job Summary

Seeking a highly motivated and skilled Attorney specializing in Workers' Compensation Defense to join a dynamic and growing legal team. This role offers an exciting opportunity to represent clients in workers' compensation proceedings, collaborate with colleagues, and contribute to the success of a well-established law firm.

Compensation Package

• Salary Range: $100,000.00 - $220,000.00 per year
• Bonus Opportunities: Multiple bonus opportunities available
• Benefits Include: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Represent clients in workers' compensation proceedings
• Conduct legal research, analyze complex issues, and draft legal documents
• Attend hearings and depositions
• Negotiate settlements on behalf of clients
• Effectively manage time and adhere to firm procedures
• Collaborate with internal and external stakeholders at all levels
• Develop and maintain strong relationships with clients and colleagues

Qualifications/Requirements

• Juris Doctor (JD) degree from an accredited law school
• Active membership in the California State Bar (required)
• Proven ability to identify and analyze complex legal issues and devise effective solutions
• Proactive, client-centered, and tech-savvy approach to legal practice
• Strong analytical and problem-solving skills
• Superior organizational, multitasking, and prioritization abilities
• Excellent verbal and written communication skills

#LI-ET1

Employee Benefits Account Manager

Job Summary

Seeking a dedicated and detail-oriented Employee Benefits Account Manager to join a growing team. This is an exciting opportunity to be part of a dynamic and collaborative environment within a company that has experienced tremendous growth in recent years. The successful candidate will play a key role in managing small to mid-market group accounts, ensuring client satisfaction, and supporting the expansion of a benefits vertical.

Compensation Package

• Base Salary: Starting at $80,000 annually, with potential for growth based on experience and performance.
• Benefits: Comprehensive benefits package provided.

Responsibilities

• Manage all aspects of employee benefits accounts (A-Z account management).
• Serve as the primary point of contact for clients, ensuring clear and effective communication.
• Conduct open enrollment meetings and provide guidance to clients.
• Negotiate with carriers and handle marketing efforts for accounts.
• Quote new and renewal business, with mentorship available for candidates without prior marketing experience.
• Support a book of business consisting of 15 groups, with a focus on small to mid-market groups (4-250 lives).
• Collaborate with the producer targeting groups with 50-100 lives.

Qualifications/Requirements

• Licenses/Designations: Life & Health (L&H) license is required.
• Experience: Open to candidates with varying levels of experience. Experience with level-funded health plans is a plus.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Skills: Strong organizational, communication, and client relationship management skills.
• Work Style: Ability to thrive in a team-oriented environment.

#LI-EL1

Commercial Lines Account Executive

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive to join a dynamic team. This role involves managing a true middle-market book of business, with accounts ranging from $150K to $1M in premium. The ideal candidate will possess a strong ability to handle complex accounts, including layered E&S policies and loss-sensitive business. This position offers an exciting opportunity to work with a diverse portfolio of clients, including those in real estate, contracting, and manufacturing industries.

The role requires a proactive individual who can manage accounts from A to Z, including marketing, client presentations, upselling, and ensuring administrative tasks such as certificates and endorsements are completed. If you are a seasoned professional with a consultative approach, strong organizational skills, and a competitive edge, we encourage you to apply.

Compensation Package

• Base Salary: $100,000 - $120,000 annually
• Bonus: Performance-based bonus ranging from $5,000 to $20,000, dependent on team and company metrics

Responsibilities

• Manage a middle-market book of business with $800K-$1M in revenue.
• Handle accounts ranging from $150K to $1M in premium, including real estate, contractors, and manufacturing clients.
• Market accounts, present to clients, and upsell services.
• Oversee administrative tasks such as certificates and endorsements, ensuring completion.
• Quote new and renewal business as needed.
• Collaborate with team members to meet client needs and company objectives.

Qualifications/Requirements

• Licenses/Designations: Active Property & Casualty (P&C) license required; additional designations highly preferred.
• Experience:
  • Minimum of 10+ years in the insurance industry.
  • At least 2 years in an Account Executive role.
  • Proven ability to handle complex accounts, including layered E&S policies and loss-sensitive business.
• Technical Skills: Proficiency in AMS 360 software.
• Soft Skills:
  • Thick skin and resilience.
  • Consultative and client-focused approach.
  • Strong organizational skills.
  • Competitive and driven to succeed.

#LI-DM2

Job Summary

Seeking a dedicated and motivated professional to join a team. This role offers an exciting opportunity to contribute to a dynamic and growing organization. The ideal candidate will bring a strong work ethic, a commitment to excellence, and the ability to thrive in a collaborative environment. If you are passionate about making a meaningful impact and advancing your career, we encourage you to apply.

Compensation Package

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Opportunities for professional development and career growth.

Responsibilities

• Perform assigned duties with a high level of accuracy and professionalism.
• Collaborate with team members to achieve organizational goals.
• Maintain compliance with company policies and industry standards.
• Contribute to the development and implementation of innovative solutions.
• Communicate effectively with internal and external stakeholders.

Qualifications/Requirements

• Proven experience in a similar role or relevant field.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong organizational and time-management skills.
• Excellent communication and interpersonal abilities.
• Proficiency in relevant tools, software, or technologies.
• A proactive and adaptable approach to problem-solving.
• A commitment to upholding the values and mission of the organization.

#LI-RT1

Personal Lines Customer Service Representative (Entry-Level)

Job Summary

Seeking a motivated and detail-oriented Personal Lines Customer Service Representative to join a close-knit team. This entry-level role offers significant room for growth within a supportive and collaborative environment. As a key member of a Personal Lines department, you will assist with managing personal insurance accounts, providing exceptional customer service, and supporting various administrative tasks.

Compensation Package

• Salary Range: $45,000 - $63,000 annually (commensurate with experience; preference to stay under $60,000 but flexible for highly qualified candidates).
• Bonuses: Monthly growth bonuses based on team performance and annual holiday bonuses.

Responsibilities

• Manage personal lines insurance accounts, including auto, home, and recreational vehicles (boats, RVs, etc.).
• Process policy changes, cancellations, and payments.
• Assist with downloading reports and other administrative tasks as needed.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Support the quoting process for new and renewal business.
• Collaborate with team members to achieve monthly goals and contribute to the overall success of the agency.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 1 year of experience in personal lines insurance, preferably with an independent agency.
• Technical Skills: Familiarity with AMS360 software is preferred, but training will be provided for the right candidate.
• Key Attributes:
  • Dependable and reliable.
  • Strong attention to detail and organizational skills.
  • Excellent communication and customer service abilities.
  • Willingness to learn and adapt in a dynamic work environment.

#LI-CF1

Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and experienced Personal Lines Customer Service Representative (CSR) to join a team. As a Personal Lines CSR, you will play a vital role in servicing a book of business, ensuring client satisfaction, and maintaining strong relationships with our valued customers. This is an excellent opportunity to join a growing and dynamic team with a strong culture and a commitment to excellence.

Compensation Package

• Salary Range: $55,000 - $75,000 annually (commensurate with experience)

Responsibilities

• Manage all aspects of servicing a book of personal lines insurance business, with a focus on standard and some high-net-worth accounts.
• Handle policy renewals, endorsements, and changes, ensuring accuracy and timeliness.
• Provide exceptional customer service by addressing client inquiries, resolving issues, and maintaining strong relationships.
• Collaborate with team members to ensure efficient workflow and client satisfaction.
• Quote new and renewal business, with a primary focus on renewals.
• Work with multiple insurance carriers to meet client needs and provide tailored solutions.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years of experience in an independent insurance agency, with a proven track record of servicing a book of business and working with multiple carriers. Candidates with less experience may be considered but are not preferred.
• Technical Skills: Familiarity with HawkSoft software is a plus but not required.
• Skills: Strong organizational, communication, and customer service skills. Ability to manage multiple tasks and prioritize effectively.
• Work Environment: Must be comfortable working in a fully in-office setting with no remote or hybrid options.

#LI-CH2

Commercial Lines Account Executive/Placement Specialist (Remote)

Job Summary

Seeking a highly skilled and detail-oriented Commercial Lines Account Executive/Placement Specialist to join a dynamic team. The ideal candidate will have extensive experience in commercial lines, a strong understanding of insurance applications for both large and small businesses, and a proven ability to ensure accuracy and efficiency in the preparation and review of insurance documents.

Compensation Package

• Salary Range: $70,000 – $85,000 (commensurate with experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Prepare and review renewal applications for commercial lines accounts (approximately 80% of daily tasks).
• Send out quotes for new and renewal business (approximately 20% of daily tasks).
• Audit accounts to ensure accuracy and completeness before applications and quotes are finalized.
• Serve as the last line of defense to ensure all documentation meets company and carrier standards.
• Collaborate with carriers such as Hanover, Safety, CHUBB, Hagerty, Concord Group, Foremost, The Hartford, and Openly.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 5 years of commercial lines experience, including completing applications for both large and small businesses.
• Account Types: Experience with generalist commercial accounts such as real estate, contractors, and more.
• Account Size: Familiarity with accounts up to $1 million, with an average size of $50,000.
• Technical Skills: Proficiency in AMS360 software is required.
• Attention to Detail: Strong ability to audit and ensure the accuracy of applications and quotes.
• Work Ethic: Self-motivated, detail-oriented, and capable of working independently in a remote environment.

#LI-BH1