Trucking Insurance Producer – (Fully Remote)

Job Summary:
Seeking an experienced Commercial Lines Producer with a focus on trucking accounts. This individual will be responsible for developing new business, servicing existing clients, and ensuring the delivery of high-quality insurance solutions tailored to the transportation industry.

Compensation Package:

• Base salary plus commission ($200K-$500K+ total comp)
• Comprehensive benefits package

Responsibilities:

• Demonstrate full knowledge of insurance products and their applications.
• Advise and consult with clients on insurance coverage and risk mitigation strategies.
• Manage workflow for an assigned book of business and delegate tasks as needed.
• Maintain client accounts in accordance with agency guidelines.
• Service and monitor account activity, including renewals and policy changes.
• Conduct outreach to existing insureds to enhance or “round out” accounts.
• Collaborate strategically with sales staff to strengthen client relationships.
• Review policies and coverage for accuracy and rating calculations.
• Process endorsements, placement requests, and invoicing.
• Prepare certificates, proposals, policy summaries, and renewal reviews.
• Develop and maintain strong relationships with carriers, vendors, and business partners.
• Oversee marketing and quoting processes for new and renewal business.

Qualifications/Requirements:

• 2–5+ years of experience handling trucking or transportation-related commercial insurance accounts.
• Proven ability to meet with clients and provide consultative risk management guidance.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong organizational, communication, and customer service skills.
• Proficient in managing multiple priorities in a fast-paced 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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About the Opportunity

Our client, a well-established Third Party Administrator (TPA), is seeking an experienced Workers' Compensation Claims Adjuster to join their team on a temporary contract basis. This is an excellent opportunity for an adjuster who thrives in a fast-paced environment and enjoys managing claims from inception through resolution while delivering exceptional customer service.

Although this position is fully remote, candidates must currently reside in Montana.

What's in it for you:

• $35/hr. - $45/hr. based on experience
• Full benefits available

Key Responsibilities:

• Manage a full caseload of Workers' Compensation claims from assignment through closure.
• Conduct thorough investigations to determine compensability and liability.
• Analyze medical documentation and coordinate with medical providers, employers, injured workers, and legal counsel.
• Establish appropriate reserves and adjust reserves throughout the life of the claim.
• Authorize and monitor medical treatment and indemnity benefits in accordance with Montana Workers' Compensation statutes.
• Negotiate settlements when appropriate and prepare files for closure.
• Maintain accurate and timely claim documentation within the claims management system.
• Ensure compliance with all state regulations, client service standards, and internal best practices.
• Provide regular claim status updates to clients and management.

Qualifications:

• 3+ years of Montana Workers' Compensation claims handling experience.
• Active Montana Workers' Compensation Adjuster licensing.
• Previous experience working for a TPA or insurance carrier.
• Strong knowledge of Workers' Compensation laws, coverage analysis, and claims investigation.
• Excellent negotiation, communication, and organizational skills.
• Ability to independently manage a high-volume caseload.
• Proficiency with electronic claims management systems and Microsoft Office.

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Commercial Lines Support Specialist – Small Business Unit

Job Summary

Seeking a dedicated and client-focused Commercial Lines Support Specialist to support and retain a portfolio of small commercial insurance clients. This role is responsible for delivering proactive service, risk management support, and coverage guidance while building strong client relationships. The ideal candidate will thrive in a collaborative environment and bring strong communication, organizational, and problem-solving skills to support day-to-day commercial lines servicing activities.

Responsibilities

• Manage and service an assigned book of small commercial lines business, including renewals, policy changes, billing inquiries, and day-to-day account servicing.

• Build and maintain strong professional relationships with clients, carriers, and internal team members.

• Deliver proactive risk management guidance tailored to client operations and exposures.

• Review client insurance needs regularly to help ensure coverage remains aligned with changing business operations.

• Provide responsive, high-quality customer service and address client concerns in a timely manner.

• Support new business production efforts in collaboration with producers and account executives.

• Evaluate client risk exposures and recommend appropriate coverage solutions.

• Coordinate and process policy-related documents, including binders, ID cards, insurance summaries, and certificates.

• Assist with billing activities, including invoicing, reconciliation of account discrepancies, and tracking outstanding payments.

• Collaborate with internal teams to identify and support process improvement initiatives that enhance the client experience.

• Participate in client and carrier meetings as needed.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• 2+ years of commercial lines insurance experience preferred.

• Strong communication, customer service, and relationship management skills.

• Strong attention to detail with the ability to manage multiple priorities effectively.

• Excellent analytical, organizational, and problem-solving abilities.

• Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.

• Familiarity with agency management software, including Applied EPIC, preferred.

• Understanding of commercial insurance workflows and servicing procedures.

• Ability to work both independently and collaboratively within a team environment.

Compensation Package

• Salary range: $50,000 – $60,000 annually, with flexibility based on experience and qualifications.

• Competitive benefits package.

• 401(k) plan with company match.

• Paid time off.

• Professional development and career growth opportunities.

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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Position Overview

Our client, a well-established Third-Party Administrator (TPA), is seeking an experienced Future Medical Claims Adjuster to join their growing team. This role is responsible for handling complex workers’ compensation claims involving future medical exposure, ensuring timely and cost-effective resolution while maintaining compliance with California regulations.

Compensation Package

• $60,000 - $90,000/year (based on experience)
• 100% remote work environment
• Comprehensive benefits package
• Supportive and collaborative team culture
• Long-term stability with a reputable TPA
  
  

Qualifications

• 3+ years of California workers’ compensation claims handling experience
• Specific experience handling future medical exposure required
• Strong understanding of California workers’ compensation laws and regulations
• Experience negotiating settlements and working with defense attorneys
• Self-insured or TPA background preferred
• Excellent communication, organizational, and negotiation skills
• Ability to manage a high-volume caseload independently

Key Responsibilities

• Manage a caseload of California workers’ compensation claims focused on future medical exposure
• Evaluate and determine appropriate reserves, including future medical projections
• Coordinate with medical providers, legal counsel, and vendors to facilitate claim resolution
• Review medical reports and treatment plans to assess ongoing exposure and settlement opportunities
• Negotiate settlements, including Compromise & Release (C&R) agreements
• Ensure compliance with California workers’ compensation laws and regulatory requirements
• Maintain detailed and accurate claim documentation
• Provide excellent customer service to clients, claimants, and internal stakeholders

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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Claims Manager

Job Summary

An established insurance agency is seeking a Claims Manager to support personal lines operations and report to senior leadership. This role is responsible for overseeing the claims process from initial reporting through resolution, while also contributing to loss control and risk management initiatives. The position combines client advocacy, technical claims expertise, and collaboration with internal teams to ensure efficient claim outcomes and strong client relationships.

Responsibilities

• Guide clients through the claims process with professionalism, responsiveness, and technical expertise
• Advocate on behalf of clients regarding coverage determinations, reservation of rights, and complex claim settlements
• Build and maintain strong relationships with clients and insurance carriers to support retention and satisfaction
• Collaborate with internal stakeholders to develop and implement risk management strategies
• Maintain accurate and detailed client records within agency management software or claims systems
• Monitor legal, regulatory, and market developments impacting claims and risk exposure
• Provide insights on coverage enhancements based on claim trends and outcomes
• Conduct loss analysis and risk assessments to support client advisory efforts
• Assist with carrier communications related to claims and renewals

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license
• Preferred professional designations such as CIC, AIC, or CRM
• Demonstrated experience in claims handling or claims leadership within the insurance industry
• Strong knowledge of Property and Casualty coverage lines
• Excellent communication and negotiation skills
• Ability to manage multiple priorities in a fast-paced environment
• Strong organizational skills and attention to detail
• Self-motivated with effective problem-solving capabilities
• Ability to travel occasionally as needed

Compensation Package

• Base salary starting at $60,000+, depending on experience
• 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.

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Market Leader – Senior Vice President

Job Summary

Seeking a dynamic and highly motivated Market/Producing Leader to drive a expansion in key geographic areas. This senior executive role is ideal for an elite insurance professional who excels in personal production while building and leading high-performing teams. Reporting directly to the Chief Sales Officer, you will be responsible for driving aggressive revenue growth, managing local P&L, and leveraging innovative programs to scale operations.

Compensation Package

• Competitive base salary commensurate with experience.
• Performance-based incentives tied to personal production and team growth.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Opportunities for professional development and career advancement.

Responsibilities

• Elite Business Production: Build and maintain a high-value book of commercial risk or employee benefits business. Serve as a top-tier producer, consistently driving new revenue and modeling elite sales methodologies for your team.
• Strategic Team Leadership & Growth: Recruit, coach, and scale a local team of Account Managers and Producers. Mentor emerging sales talent through structured reward programs to achieve their full potential.
• P&L Management: Oversee the financial health of the local office, optimizing expenses and ensuring sustainable profitability. Balance growth investments with operational efficiency.
• Executive Communication: Act as the critical link between the local market and centralized support services. Ensure seamless operational alignment and swift resolution of client and team needs.
• Market Ambassadorship: Represent the company in the local community, cultivating relationships with key stakeholders, carrier partners, and business leaders to establish the firm as the premier brokerage in the region.

Qualifications/Requirements

• Proven track record of elite personal production within the insurance brokerage industry.
• Demonstrated experience in leadership or sales management, with a history of recruiting, training, and retaining top-tier producers.
• Strong financial acumen and experience managing departmental or regional P&L statements.
• Exceptional communication and presentation skills, with the ability to negotiate complex deals and inspire teams.
• Established professional network and deep relationships within the local market.

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Market Leader – Senior Vice President

Job Summary

Seeking a dynamic and highly driven Market/Producing Leader to spearhead an expansion in key geographic areas. This is a premier "player-coach" executive role designed for an elite insurance professional who thrives on personal production while simultaneously building and leading a high-performing local team. Reporting directly to the Chief Sales Officer, you will serve as the face of a organization in the market, driving aggressive revenue growth, managing local P&L

Compensation Package

• Competitive base salary with performance-based incentives.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Access to industry-leading reward and incentive programs.
• Professional development opportunities and career advancement pathways.

Responsibilities

• Elite Business Production: Build and maintain a high-value book of commercial risk or employee benefits business. Serve as a top-tier producer, consistently driving net-new revenue and demonstrating elite sales methodologies for the team to emulate.
• Strategic Team Leadership & Growth: Recruit, coach, and scale a local team of Account Managers and Year 1–3 Producers. Mentor emerging sales talent through structured reward programs, fostering their professional growth.
• P&L Management: Oversee the financial health of the local office, managing contribution margins, optimizing expenses, and ensuring sustainable profitability.
• Executive Communication & Alignment: Act as the critical bridge between the local market and centralized support services, ensuring operational alignment and swift service delivery.
• Market Ambassadorship: Represent the organization in the local community, cultivating relationships with key stakeholders, carrier partners, and business leaders to establish the company as the premier brokerage in the region.

Qualifications/Requirements

• Proven, verifiable track record of elite personal production within the insurance brokerage industry.
• Demonstrated experience in a leadership or sales management capacity, with a history of successfully recruiting, training, and retaining top-tier producers.
• Strong financial acumen with experience managing a departmental or regional Profit & Loss statement.
• Exceptional communication and presentation skills, capable of commanding a room and negotiating complex deals.
• Deep existing relationships and a strong professional network in the market.

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Commercial Lines Producer

Job Summary

Seeking dynamic and results-driven Commercial Lines Producers to join a growing team. This role is ideal for individuals with a proven track record in sales or those with a strong drive to succeed in the insurance industry. Whether you are an experienced professional or new to the field, a provide the tools and support necessary to help you thrive. You will work on a diverse range of accounts, from small to large, and have the opportunity to build and manage your own book of business.

Compensation Package

• Base Salary + Commission:
  • Inexperienced Candidates: Starting base salary of $40,000 with commission. Base decreases over four years, transitioning to a commission-only structure
  • Experienced Candidates: Higher base salary or draw with commission, depending on qualifications and performance.
• Benefits: Comprehensive benefits package
• Equipment: Laptop and phone application provided for remote employees.

Responsibilities

• Develop and maintain a book of business, working with a variety of commercial lines accounts (small to large).
• Actively prospect, sell, and service new and renewal business.
• Collaborate with the marketing team to place business and secure competitive quotes.
• Build and maintain strong relationships with clients, providing exceptional service and support.
• Attend local or regional client meetings, with occasional opportunities for additional travel.

Qualifications/Requirements

• Experience:
  • Proven track record in sales, ideally generating $100,000 or more in annual revenue.
  • Open to candidates new to the industry with a strong sales aptitude and willingness to obtain necessary licensing.
• Licensing: Property & Casualty (P&C) license required. Assistance with licensing available for new candidates.
• Skills:
  • Tech-savvy with the ability to adapt to various software platforms.
  • Strong communication, negotiation, and relationship-building skills.
  • Self-motivated, goal-oriented, and hungry for success.
• Soft Skills:
  • Entrepreneurial mindset with a history of finding creative ways to sell (e.g., entrepreneurial ventures like a lemonade stand as a child).
  • Resilient, adaptable, and driven to exceed expectations.

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Commercial Lines Producer

Job Summary

Seeking a motivated and experienced Commercial Lines Producer to join a dynamic team. The ideal candidate will have a proven track record in commercial lines insurance placement, strong marketing experience, and a hunger for success. If you are a licensed professional with a passion for delivering exceptional service and driving growth, we encourage you to apply.

Compensation Package

• Salary: $60,000 - $70,000+ (depending on experience)
• Benefits: Comprehensive benefits package

Responsibilities

• Quote and place new and renewal commercial lines insurance business.
• Collaborate with the marketing team to secure competitive quotes and ensure successful placement of accounts.
• Support producers by managing the marketing and placement process for various accounts.
• Handle a diverse portfolio of accounts, ranging from small to large, across multiple industries.
• Utilize technology effectively to streamline workflows and enhance client service.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience: Prior experience in commercial lines insurance placement is essential.
• Technical Skills: Tech-savvy with the ability to quickly adapt to new software and tools.
• Soft Skills:
  • Strong sales acumen and a demonstrated ability to identify and seize opportunities.
  • Self-motivated and driven to achieve results.
  • Excellent communication and interpersonal skills.
  • Ability to work independently in a remote environment while maintaining a high level of productivity.
  • Creative problem-solving skills and a proactive approach to challenges.

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Commercial Lines Account Manager (Trucking/Transportation)

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager specializing in trucking and transportation accounts. This role involves servicing and marketing a diverse book of business, with a focus on providing exceptional client support and managing accounts ranging from $1,000 to $300,000 in size.

Compensation Package

• Salary Range: $60,000 - $82,000 annually
• Benefits: Comprehensive benefits package available

Responsibilities

• Manage a book of business generating $250,000 in revenue, consisting of trucking and transportation accounts.
• Service and market accounts, including quoting new and renewal business.
• Build and maintain strong client relationships by providing exceptional customer service.
• Collaborate with internal teams to ensure seamless account management.
• Utilize AMS360 software for account management and documentation.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years in a similar role, with a focus on trucking/transportation accounts.
• Technical Skills: Proficiency in AMS360 software is mandatory.
• Soft Skills: Self-driven, outgoing, trustworthy, and capable of working independently.
• Work Environment: Hybrid for the first 90 days, transitioning to remote work based on performance.

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