#LI-ET1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and proactive Personal Lines Account Manager to join a team. This role is integral to our agency, focusing on providing exceptional service to our personal lines clients. The ideal candidate will have a strong background in Property & Casualty insurance, excellent communication skills, and a passion for delivering outstanding customer experiences. This is a fully onsite position, offering the opportunity to work in a supportive and collaborative environment.

Compensation Package

• Salary: $45,000 - $55,000 annually (based on experience)
• Benefits (effective after 90 days):
  • 100% coverage for personal and family health insurance
  • 100% dental coverage
  • Life Insurance & Short-Term Disability (STD)
  • Simple IRA with up to 3% employer match
• PTO: Pro-rated after 90 days (dependent on experience)
• Bonus: End-of-year bonus based on company performance
• Work Hours:
  • Monday to Thursday: 8:15 AM - 5:00 PM
  • Friday: 8:15 AM - 4:00 PM
  • Paid for 40 hours per week
• Additional Perks:
  • Casual Fridays
  • Summer cookouts
  • End-of-year catered Christmas party
  • Support for professional designations and continuing education credits

Responsibilities

• Provide full-service account management for personal lines clients, handling all aspects of the client relationship from A to Z.
• Serve as the primary point of contact for walk-in clients, offering a professional and welcoming presence.
• Manage a book of business with account sizes ranging from $1,500 to $10,000 in premium, with an average size of $2,000 to $5,000.
• Work with top carriers, including Auto Owners, Citizens, Frankenmuth, and Pioneer.
• Utilize the EPIC Agency Management System to manage client accounts and documentation.
• Collaborate with team members to ensure seamless service delivery and client satisfaction.

Qualifications/Requirements

• Active Property & Casualty (P&C) license is required.
• Experience with personal lines insurance is preferred.
• Familiarity with top carriers such as Auto Owners, Citizens, Frankenmuth, and Pioneer is a plus.
• Proficiency in using the EPIC Agency Management System is preferred.
• Strong interpersonal and communication skills.
• Proactive, eager to learn, and able to ask insightful questions.
• Ability to work collaboratively in a supportive team environment.

#LI-DD3

Commercial Insurance Property Broker

Job Summary

Seeking a highly motivated and experienced Commercial Insurance Property Broker to join a dynamic team. This role is ideal for a professional with a strong background in property placements or an ambitious #2 inside/marketing broker ready to take the next step in their career. The successful candidate will have the opportunity to build and grow their own book of business while leveraging their market relationships, technical expertise, and entrepreneurial drive.

Compensation Package

We offer a competitive compensation package, including:

• A market-leading base salary
• Performance-based bonuses
• Comprehensive benefits, including health, dental, and vision insurance
• Opportunities for professional development and career advancement
• Paid time off and retirement savings plans

Responsibilities

As a Commercial Insurance Property Broker, your key responsibilities will include:

• Building and maintaining strong relationships with agents and brokers, identifying sources, and creatively placing risks while uncovering new product opportunities.
• Managing accounts of all sizes, with a focus on developing the skills to handle larger accounts independently.
• Identifying and cultivating new brokerage markets and products to expand business opportunities.
• Traveling and entertaining clients and prospects to strengthen relationships and foster business growth.
• Working independently while mentoring and training new brokers to enhance team capabilities.
• Developing and submitting underwriting referrals to company brokerage facilities and management as required.
• Monitoring key performance metrics, including new business hit ratio, renewal retention ratio, premium growth, and loss ratio, and implementing corrective actions when necessary.
• Providing guidance and mentorship to Associate Brokers to support their professional growth.

Qualifications/Requirements

To be successful in this role, candidates should meet the following qualifications:

• A bachelor’s degree or an equivalent combination of education and experience.
• A minimum of 5 years of professional lines experience, with a preference for candidates with property placement expertise.
• Strong sales and marketing skills, with a proven ability to build and maintain client relationships.
• A demonstrated interest in continued education and professional development.
• RPLU designation is preferred but not required.
• The ability to perform tasks in a stationary position throughout working hours.
• Willingness to travel as necessary to foster strong client relationships.

#LI-JB1

Technical Claim Director - Personal Umbrella (Bodily Injury Liability/Auto/Premises)

Job Summary

Seeking a highly skilled and experienced Technical Claim Director to lead and manage Personal Umbrella Liability claims, including auto, premises, and personal liability. This role requires a strategic thinker with a proven ability to handle complex claim investigations and evaluations while ensuring optimal outcomes for a clients. The position offers a hybrid work environment with office locations in multiple cities across the United States.

Compensation Package

• Base Salary: $140,000 - $200,000/year (up to $170,000)
• Bonus: 25% target bonus plan
  • 3% safe harbor contribution to 401(k)
  • Up to 15% profit sharing based on company performance (split between 401(k) and stock)
  • Up to 18% match on retirement contributions
• Comprehensive Benefits Package:
  • Medical, dental, and vision insurance
  • Paid time off (PTO) and holidays
  • Paid volunteer time off (VTO)
  • Parental and family care leave
  • Flexible and hybrid work arrangements
  • Employee stock ownership plan (ESOP)
  • Tuition reimbursement and education bonuses
  • Training and certification opportunities

Responsibilities

• Claims Management: Proactively handle Personal Umbrella Liability claims, emphasizing detailed investigation, evaluation, and monitoring of primary carrier activities to achieve optimal results.
• Coverage Analysis: Investigate and analyze complex coverage issues, providing clear and detailed coverage letters as necessary.
• Investigation & Evaluation: Conduct timely and comprehensive investigations into liability and damages to recognize exposures early.
• Claims Resolution: Develop and implement effective resolution strategies, including timely liability investigations, damage assessments, and reserve setting.
• Best Practices: Ensure adherence to company Best Practices in all claims handling activities.

Qualifications/Requirements

• Education: Bachelor’s degree required.
• Experience: Minimum of 8 years of relevant legal or technical claims experience, with a strong background in handling large exposure third-party liability claims on a primary/excess basis.
• State Knowledge: Significant experience with policy limit demands in Florida, Texas, and California.
• Independence: Ability to excel in a fast-paced environment with minimal supervision.
• Collaboration: Proven ability to work effectively with primary carriers and defense counsel, with in-depth knowledge of umbrella/excess handling and management of outside counsel.
• Legal Acumen: Extensive knowledge of case law, statutes, and procedures impacting liability claims in Florida, California, New York, and Texas.
• Skills & Competencies:
  • Strong analytical skills to navigate complex claim processes and develop effective solutions.
  • Innovative mindset with the ability to drive improvements within the claims department.
  • Excellent communication skills to convey findings and recommendations clearly to internal and external stakeholders.

#LI-BC1

Retail Insurance Producer

Northeast Region (New York, New Jersey, New England, Connecticut, Pennsylvania or Delaware)

About the Opportunity

Our client is a growing and highly entrepreneurial insurance organization seeking Retail Insurance Producers throughout the Northeast region. This opportunity is ideal for motivated sales professionals who are looking to expand their book of business, increase their earning potential, and leverage a platform that provides strong operational support, carrier relationships, and growth opportunities.

Whether your background is in Commercial Property & Casualty, Employee Benefits, Risk Management, or a combination of insurance disciplines, our client offers the resources and flexibility to help producers maximize their success.

Position Overview

The Retail Insurance Producer will be responsible for developing new business opportunities, cultivating client relationships, and growing a profitable book of business throughout New York, New Jersey, Connecticut, Pennsylvania, and Delaware. This individual will serve as a trusted advisor to clients, helping them identify and manage risk through customized insurance solutions.

The ideal candidate is entrepreneurial, relationship-driven, and motivated to build a long-term career with an organization that values growth, collaboration, and producer success.

Key Responsibilities

• Generate new business opportunities through networking, referrals, centers of influence, and direct prospecting efforts.
• Build and maintain strong relationships with business owners, executives, and key decision-makers.
• Develop and execute strategies to grow a profitable book of business.
• Identify client needs and recommend appropriate insurance and risk management solutions.
• Collaborate with internal teams and carrier partners to deliver exceptional service and support.
• Cross-sell additional products and services where appropriate.
• Maintain a strong pipeline of prospects and consistently achieve production goals.
• Stay informed on industry trends, market conditions, and carrier offerings.

Qualifications

• Minimum of 2 years of experience in insurance sales, brokerage, or business development.
• Experience in Commercial Insurance, Employee Benefits, Risk Management, or related insurance disciplines preferred.
• Demonstrated ability to develop and close new business opportunities.
• Strong communication, presentation, and relationship-building skills.
• Entrepreneurial mindset with a desire to grow and manage a personal book of business.
• Candidates with approximately 2–5 years of producer experience who are seeking greater support, broader market access, and enhanced growth opportunities are strongly encouraged to apply.
• Stable career history with a track record of professional growth. 
• Active insurance license in the applicable state preferred or ability to obtain required licensing.

Compensation

Our client offers a highly competitive compensation package designed to reward production and long-term growth.

Producer Compensation Structure

• 40% commission on the first $200,000 of annual revenue generated.
• 45% commission on the next $100,000 of annual revenue generated.
• 50% commission on annual revenue generated above $300,000.

Compensation may also include a draw or guaranteed income component based on experience, production history, and business plan. Draws and compensation structures are flexible and will be evaluated based on the candidate's experience and production capabilities.

What Our Client Offers

• Entrepreneurial and growth-focused culture.
• Strong operational, administrative, and marketing support.
• Access to broad carrier relationships and market resources.
• Opportunity to focus on business development while leveraging dedicated service support.
• Ability to expand into additional product lines and specialty practices.
• Clear path for career advancement and leadership opportunities.
• Long-term incentives tied to production and organizational growth.

#LI-TM1

Retail Insurance Producer

Northern California (Greater Sacramento Market)

About the Opportunity

Our client is a growing and highly entrepreneurial insurance organization seeking Retail Insurance Producers throughout the Greater Sacramento and Northern California markets. This opportunity is ideal for motivated sales professionals who are looking to expand their book of business, increase their earning potential, and leverage a platform that provides strong operational support, carrier relationships, and growth opportunities.

Whether your background is in Commercial Property & Casualty, Employee Benefits, Risk Management, or a combination of insurance disciplines, our client offers the resources and flexibility to help producers maximize their success.

Position Overview

The Retail Insurance Producer will be responsible for developing new business opportunities, cultivating client relationships, and growing a profitable book of business throughout the Greater Sacramento region and Northern California. This individual will serve as a trusted advisor to clients, helping them identify and manage risk through customized insurance solutions.

The ideal candidate is entrepreneurial, relationship-driven, and motivated to build a long-term career with an organization that values growth, collaboration, and producer success.

Key Responsibilities

• Generate new business opportunities through networking, referrals, centers of influence, and direct prospecting efforts.
• Build and maintain strong relationships with business owners, executives, and key decision-makers.
• Develop and execute strategies to grow a profitable book of business.
• Identify client needs and recommend appropriate insurance and risk management solutions.
• Collaborate with internal teams and carrier partners to deliver exceptional service and support.
• Cross-sell additional products and services where appropriate.
• Maintain a strong pipeline of prospects and consistently achieve production goals.
• Stay informed on industry trends, market conditions, and carrier offerings.

Qualifications

• Minimum of 2 years of experience in insurance sales, brokerage, or business development.
• Experience in Commercial Insurance, Employee Benefits, Risk Management, or related insurance disciplines preferred.
• Demonstrated ability to develop and close new business opportunities.
• Strong communication, presentation, and relationship-building skills.
• Entrepreneurial mindset with a desire to grow and manage a personal book of business.
• Candidates with approximately 2–5 years of producer experience who are seeking greater support, broader market access, and enhanced growth opportunities are strongly encouraged to apply.
• Stable career history with a track record of professional growth. 
• Active California insurance license preferred or ability to obtain required licensing.

Compensation

Our client offers a highly competitive compensation package designed to reward production and long-term growth.

Producer Compensation Structure

• 40% commission on the first $200,000 of annual revenue generated.
• 45% commission on the next $100,000 of annual revenue generated.
• 50% commission on annual revenue generated above $300,000.

Compensation may also include a draw or guaranteed income component based on experience, production history, and business plan. Draws and compensation structures are flexible and will be evaluated based on the candidate's experience and production capabilities.

What Our Client Offers

• Entrepreneurial and growth-focused culture.
• Strong operational, administrative, and marketing support.
• Access to broad carrier relationships and market resources.
• Opportunity to focus on business development while leveraging dedicated service support.
• Ability to expand into additional product lines and specialty practices.
• Clear path for career advancement and leadership opportunities.
• Long-term incentives tied to production and organizational growth.

#LI-TM1

Retail Insurance Producer

Florida

Salary Open based on track record and background 

About the Opportunity

Our client is a growing and highly entrepreneurial insurance organization seeking Retail Insurance Producers throughout Florida. This opportunity is ideal for motivated sales professionals who are looking to expand their book of business, increase their earning potential, and leverage a platform that provides strong operational support, carrier relationships, and growth opportunities.

Whether your background is in Commercial Property & Casualty, Employee Benefits, Risk Management, or a combination of insurance disciplines, our client offers the resources and flexibility to help producers maximize their success.

Position Overview

The Retail Insurance Producer will be responsible for developing new business opportunities, cultivating client relationships, and growing a profitable book of business within the Florida marketplace. This individual will serve as a trusted advisor to clients, helping them identify and manage risk through customized insurance solutions.

The ideal candidate is entrepreneurial, relationship-driven, and motivated to build a long-term career with an organization that values growth, collaboration, and producer success.

Key Responsibilities

• Generate new business opportunities through networking, referrals, centers of influence, and direct prospecting efforts.
• Build and maintain strong relationships with business owners, executives, and key decision-makers.
• Develop and execute strategies to grow a profitable book of business.
• Identify client needs and recommend appropriate insurance and risk management solutions.
• Collaborate with internal teams and carrier partners to deliver exceptional service and support.
• Cross-sell additional products and services where appropriate.
• Maintain a strong pipeline of prospects and consistently achieve production goals.
• Stay informed on industry trends, market conditions, and carrier offerings.

Qualifications

• Minimum of 2 years of experience in insurance sales, brokerage, or business development.
• Experience in Commercial Insurance, Employee Benefits, Risk Management, or related insurance disciplines preferred.
• Demonstrated ability to develop and close new business opportunities.
• Strong communication, presentation, and relationship-building skills.
• Entrepreneurial mindset with a desire to grow and manage a personal book of business.
• Stable career history with a track record of professional growth.
• Active Florida insurance license preferred or ability to obtain required licensing.

Compensation

Our client offers a highly competitive compensation package designed to reward production and long-term growth.

Producer Compensation Structure

• 40% commission on the first $200,000 of annual revenue generated.
• 45% commission on the next $100,000 of annual revenue generated.
• 50% commission on annual revenue generated above $300,000.

Compensation may also include a draw or guaranteed income component based on experience, production history, and business plan.

What Our Client Offers

• Entrepreneurial and growth-focused culture.
• Strong operational, administrative, and marketing support.
• Access to broad carrier relationships and market resources.
• Opportunity to focus on business development while leveraging dedicated service support.
• Clear path for career advancement and leadership opportunities.
• Long-term incentives tied to production and organizational growth.

P&C Insurance Producer

Established Agency seeking a producer with a hunter mentality. Must have comprehensive understanding of P&C Insurance, be a networking rock star, and demonstrate a clear ability to recognize broker needs.

The ideal candidate will have the following qualifications:

• Comfortable thinking outside the box and overcoming obstacles.
• Consultative sales.
• Prior sales experience.
• Must possess excellent communication skills, including telephone etiquette.
• Ability to travel within their assigned territory
• Work independently and as part of a team to drive agency revenue.
• Apply problem solving techniques to various issues.
• Ability to work with multiple carriers & grow broker network.

#LI-BJ1

Senior Client Manager – Commercial Lines

Job Summary

Seeking experienced Commercial Lines professionals to join a team as Senior Client Managers. These positions will begin as temporary assignments with the potential to transition into permanent roles based on performance and business needs. This is an excellent opportunity for individuals with a strong commercial insurance background and a commitment to delivering exceptional client service.

Responsibilities

• Manage and maintain a portfolio of commercial lines clients, ensuring a high level of service and responsiveness.

• Provide guidance and support regarding commercial insurance products, coverages, and service needs.

• Build and maintain strong relationships with clients, carriers, and internal stakeholders.

• Handle policy renewals, endorsements, certificates, and other servicing requests accurately and efficiently.

• Assist clients with coverage questions and policy-related inquiries.

• Stay current on industry trends, carrier offerings, and regulatory changes impacting commercial insurance.

• Collaborate with team members to identify opportunities for process improvements and enhanced client satisfaction.

Qualifications/Requirements

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

• Commercial Lines insurance experience required.

• Strong organizational and time management skills with the ability to manage multiple priorities.

• Excellent verbal and written communication skills.

• Strong attention to detail and commitment to accuracy.

• Ability to work effectively in a collaborative team environment.

• Proficiency with agency management software and standard business applications preferred.

Compensation Package

• Salary: $72,000 annually.

• Competitive benefits package, 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-NR1

Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager to join a growing team. This is an on-site position with a supportive and professional work environment. Join a company that values its employees, offers growth opportunities, and provides the resources needed to succeed.

Compensation Package

• Salary: $75,000 - $95,000 annually, based on experience.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a portfolio of mid-to-large market commercial lines accounts.
• Handle quoting for new and renewal business.
• Collaborate with carriers such as Penn National, Travelers, Encova, and Donegal to ensure optimal coverage for clients.
• Utilize EZLynx software for account management and processing.
• Provide exceptional customer service by addressing client inquiries, resolving issues, and maintaining strong relationships.
• Work closely with team members to ensure seamless account management and client satisfaction.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: 5+ years in commercial lines account management.
• Preferred Experience: Familiarity with mid-to-large market accounts and handling a book of business valued at $2M+.
• Technical Skills: Proficiency in EZLynx software and experience working with a variety of carriers.
• Soft Skills:
  • Strong interpersonal and communication skills.
  • Self-motivated with a drive to succeed.
  • Collaborative team player with a positive attitude.
  • Detail-oriented and organized.
  • Ability to work independently.