Commercial Lines CSR

Established insurance agency seeking for a commercial lines CSR to join our commercial department.  Candidates will have the following qualifications:

Responsibilities:

The Commercial Insurance Assistant is expected to contribute to the commercial department by assisting the Account Executives through customer service, account retention, general back-office support, independent thinking and problem solving. 

Qualifications:

• Ability to work with clients, answer their questions pertaining to their policies, solve any current or outstanding issues and recommend applicable coverage as needed.
• Perform policy quoting, binding, issuing, new & renewal marketing
• Experience identifying account rounding opportunities and suggesting applicable coverage
• Assist multiple producers while working hand in hand with an experienced service team.
• Developing professional customer service skills

Requirements: 

• 3  yr.’s experience working with an independent brokerage or agency
• Active P&C license
• College degree preferred, not required
• Experience working in a team environment
• Experience working face to face with customers
• Data Entry and Online quoting experience
• Provides administrative support and other related services as needed (e.g., input account information into system). 
• Participates in projects/assignments as needed.
• Salary $85,000-$95,000 plus commission and bonus
• Hybrid/Remote Schedule 3 days in office 2 days from home

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Commercial Lines Account Manager

Job Summary

A nationally recognized insurance organization is seeking a Commercial Lines Account Manager to serve as a trusted advisor to small business clients. This role provides consultative guidance and best-in-class service while partnering closely with specialty practices and Producers in a high-volume environment. The Account Manager will also provide mentorship and support to Assistant Account Managers.

Responsibilities

• Build and maintain strong relationships with internal stakeholders, carriers, and clients by consistently meeting and exceeding service expectations
• Service a high-volume book of small commercial accounts, providing proactive consultative support
• Maintain accurate and timely documentation of service activity, marketing efforts, and policy communications within agency management software
• Support renewal retention efforts by collaborating with Producers to prepare applications, specifications, underwriting data, and related marketing materials
• Ensure continuous and appropriate coverage for clients, providing recommendations within established timelines
• Review current policies and present coverage placement options using established workflows and carrier partnerships
• Assist with implementation of new lines of coverage, including account setup, documentation collection, and review of plan details with clients and carriers
• Perform coverage analysis and provide accurate quotations for additional or expanded coverages
• Mentor and support Assistant Account Managers in daily servicing functions

Qualifications/Requirements

• 3 – 5 years of Commercial Lines account management experience
• Holds an active P&C (Property and Casualty) insurance license.
• Strong knowledge of Commercial Lines underwriting, coverage analysis, and rating procedures
• Proficiency in agency management software, including AMS360 and WorkSmart preferred
• Industry designations such as CISR, ARM, or similar preferred
• College degree preferred
• Ability to manage multiple priorities effectively in a fast-paced environment
• Salary commensurate with experience in the $90,000 range
• Great benefits mostly covered by employer

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High Net Worth Personal Insurance Account Executive

Established agency seeking an experienced, detail-oriented Account Executive who demonstrates clear knowledge and understanding of High Net Worth Personal Lines Insurance coverages to join our Private Client Team.

The ideal candidate will have the following qualifications:

• Experience working with home, auto, and umbrella coverage.
• Comfortable working with policies of $20,000 and higher.
• Works with carriers such as AIG, Pure, Cincinnati, and Chubb.
• Prior experience in a client facing role, building and maintaining relationships.
• Ability to handle new and renewal business.
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

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Territory Sales Manager

Job Summary

Seeking a dynamic and results-driven Territory Sales Manager to join a team. This is an exciting opportunity for a motivated individual with a proven track record in sales, particularly within the property and casualty insurance industry. The ideal candidate will possess excellent communication and organizational skills, thrive in a fast-paced environment, and demonstrate the ability to work independently while fostering strong relationships with clients and team members.

Compensation Package

• Salary: $75,000 - $100,000 annually
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, tuition reimbursement, company vehicle, etc.

Responsibilities

• Develop and maintain strong relationships with clients and agency partners within the assigned territory.
• Drive sales growth by identifying new business opportunities and implementing effective sales strategies.
• Provide exceptional customer service and support to ensure client satisfaction and retention.
• Conduct regular visits to agency partners to deliver training, share updates, and address any concerns.
• Collaborate with internal teams to align sales efforts with company goals and objectives.
• Prepare and deliver presentations to promote products and services.
• Monitor market trends and competitor activities to identify opportunities for growth.
• Maintain accurate records of sales activities and client interactions.
• Travel within the assigned territory, including occasional overnight stays.

Qualifications/Requirements

• Proven track record of success in a sales organization.
• Minimum of 2 years of sales experience in the property and casualty insurance industry.
• Professional and positive attitude with excellent communication, organizational, and interpersonal skills.
• Ability to work independently without daily supervision.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Valid driver’s license with an acceptable driving history.
• College degree preferred.
• Ability to interact effectively with a diverse group of individuals.

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Personal Lines Account Manager or Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager or Commercial Lines Account Manager to join a growing team. This is an excellent opportunity for an experienced insurance professional who values a client-focused approach and thrives in a no-nonsense, drama-free work environment. The organization is committed to providing exceptional service to clients, ensuring their needs are met with care and precision. If you are a self-motivated individual with a strong work ethic and a passion for maintaining and growing client relationships, we encourage you to apply.

Compensation Package

• Salary Range:
  • Personal Lines Account Manager: $55,000 - $70,000
  • Commercial Lines Account Manager: $65,000 - $80,000
• Benefits:
  • Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and maintain a portfolio of personal or commercial insurance accounts.
• Provide exceptional customer service by educating clients on their insurance options and ensuring their coverage meets their needs.
• Review policy renewals and proactively retain current customers.
• Process quotes and policy changes with accuracy and efficiency.
• Collaborate with team members to ensure a seamless client experience.
• Utilize EZLynx software for account management and documentation.

Qualifications/Requirements

• Minimum of 2 years of experience in the insurance industry (5+ years preferred for Personal Lines candidates).
• Active Property & Casualty (P&C) license required.
• Strong knowledge of general insurance practices; experience with captives is a plus for Personal Lines candidates.
• Proficiency in EZLynx software is preferred.
• Excellent organizational and time-management skills.
• Professional demeanor, with the ability to thrive in a focused, no-drama work environment.

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Commercial Lines Account Manager

Job Summary

Seeking a dedicated and professional Commercial Lines Account Manager to join a growing team. This role is pivotal in managing a portfolio of small to mid-sized accounts, ensuring exceptional client service and operational efficiency. The ideal candidate will have a proven track record in account management, strong organizational skills, and the ability to work collaboratively within a team. This position offers an excellent opportunity for career growth and development in a supportive and dynamic environment.

Compensation Package

• Salary Range: $65,000 - $80,000 annually, based on experience and qualifications
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a portfolio of 35-40 accounts, with a total book of business ranging from $500,000 to $700,000 in revenue.
• Oversee policy expirations, coordinate renewals, and maintain control logs.
• Request and verify carrier bids to ensure compliance with specifications.
• Assist in marketing efforts, premium determination, and preparation of presentation packets.
• Review policies for accuracy, process transactions, and generate invoices.
• Address client and carrier inquiries, documenting service issues and meetings.
• Maintain organized electronic and paper files, ensuring compliance with E&O guidelines.
• Support management with special projects and ongoing administrative tasks.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of experience managing at least 20+ accounts.
• Software Proficiency: Experience with Epic software preferred.
• Soft Skills:
  • Professional demeanor
  • Accountability and reliability
  • Strong teamwork and collaboration skills

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P&C Agent

Job Summary

Seeking a dedicated and experienced Property & Casualty (P&C) Agent to join a growing team. This role involves managing accounts from start to finish, including quoting new and renewal business, up-selling, cross-selling, and working with leads. The ideal candidate will have a strong background in both personal and commercial lines, with a proven track record of success in a captive or independent insurance setting.

Compensation Package

• Salary: $40,000 - $60,000 annually (depending on experience) + commissions
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage accounts from A-Z, including quoting, servicing, and renewing policies
• Handle both personal and commercial lines accounts, ranging from $10,000 to $100,000 in size
• Actively up-sell and cross-sell insurance products to meet client needs
• Work collaboratively with team members to manage the office’s book of business
• Utilize AMS360 software for account management and documentation
• Provide exceptional customer service and maintain strong client relationships

Qualifications/Requirements

• Licenses: Active P&C license required; Life & Health (L&H) license is a plus
• Experience: Minimum of 2+ years in a captive or independent insurance setting
• Skills:
  • Strong communication and interpersonal skills
  • Flexible and eager to learn
  • Outgoing and conversational demeanor
  • Sales-driven with a proactive approach to achieving goals
  • Professional and family-oriented attitude
• Technical Proficiency: Familiarity with AMS360 software is preferred
• Work History: A proven track record of consistent job tenure in previous roles is required.

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P&C Agent

Job Summary

Seeking a dedicated and experienced P&C Agent to join a team at a well-established and rapidly growing insurance agency. This role offers an exciting opportunity to work in a family-oriented environment with a strong focus on professional growth and client satisfaction. The successful candidate will manage a diverse portfolio of personal and commercial insurance accounts, providing exceptional service and leveraging their expertise to drive sales and retention.

Compensation Package

• Salary: $40,000 - $60,000 annually (depending on experience) plus commission
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage insurance accounts from start to finish, including quoting, renewing, and servicing policies.
• Upsell and cross-sell insurance products to meet client needs and maximize revenue.
• Handle both personal and commercial lines accounts, ranging in size from $10,000 to $100,000.
• Collaborate with team members to ensure seamless account management and client satisfaction.
• Utilize AMS360 software to manage client information and policy details.
• Generate and follow up on leads to grow the book of business.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required; Life & Health (L&H) license is a plus.
• Experience: Minimum of 2 years in a captive or independent insurance setting.
• Skills:
  • Proficiency in AMS360 software is preferred.
  • Strong sales acumen with a proven ability to meet and exceed targets.
  • Excellent communication and interpersonal skills.
  • Flexible, outgoing, and family-oriented with a professional demeanor.
• Other Requirements: A proven track record of consistent job tenure in previous roles is required.

#LI-AM2

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a mid-sized independent agency. This role is pivotal in managing a diverse portfolio of accounts, with a focus on E&S (Excess & Surplus) lines. The ideal candidate will have a strong background in client-facing roles, quoting, remarketing, upselling, and handling endorsements. If you are eager to grow, learn, and contribute to a dynamic team, we encourage you to apply.

Compensation Package

• Salary Range: $55,000 - $70,000 (commensurate with experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a $1 million premium book of business, primarily consisting of E&S accounts such as marine, contractors, and non-profits.
• Provide exceptional client service, including quoting, remarketing, upselling, and handling Certificates of Insurance (COIs) and endorsements.
• Collaborate with clients to understand their needs and provide tailored insurance solutions.
• Utilize Applied EPIC software for account management and documentation.
• Support new and renewal business quoting processes.

Qualifications/Requirements

• Active Property & Casualty (P&C) license.
• Minimum of 4 years of experience in commercial lines insurance, with a strong preference for E&S experience.
• Proficiency in Applied EPIC software is highly desirable.
• Strong client-facing skills with the ability to build and maintain relationships.
• Self-motivated, eager to learn, and committed to professional growth.

#LI-JN4

Commercial Lines Account Manager

Job Summary

A nationally recognized insurance organization is seeking a Commercial Lines Account Manager to serve as a trusted advisor to small business clients. This role provides consultative guidance and best-in-class service while partnering closely with specialty practices and Producers in a high-volume environment. The Account Manager will also provide mentorship and support to Assistant Account Managers.

Responsibilities

• Build and maintain strong relationships with internal stakeholders, carriers, and clients by consistently meeting and exceeding service expectations
• Service a high-volume book of small commercial accounts, providing proactive consultative support
• Maintain accurate and timely documentation of service activity, marketing efforts, and policy communications within agency management software
• Support renewal retention efforts by collaborating with Producers to prepare applications, specifications, underwriting data, and related marketing materials
• Ensure continuous and appropriate coverage for clients, providing recommendations within established timelines
• Review current policies and present coverage placement options using established workflows and carrier partnerships
• Assist with implementation of new lines of coverage, including account setup, documentation collection, and review of plan details with clients and carriers
• Perform coverage analysis and provide accurate quotations for additional or expanded coverages
• Mentor and support Assistant Account Managers in daily servicing functions

Qualifications/Requirements

• 3 – 5 years of Commercial Lines account management experience
• Holds an active P&C (Property and Casualty) insurance license.
• Strong knowledge of Commercial Lines underwriting, coverage analysis, and rating procedures
• Proficiency in agency management software, including AMS360 and WorkSmart preferred
• Industry designations such as CISR, ARM, or similar preferred
• College degree preferred
• Ability to manage multiple priorities effectively 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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