• Cross-Selling & Business Development: Identify and capitalize on employee benefits opportunities within the agency's established Commercial P&C client portfolio.
• Inside Sales: Proactively engage existing clients through phone calls, emails, virtual meetings, and relationship-building efforts to generate new employee benefits revenue.
• Employee Benefits Consulting: Evaluate client needs and recommend appropriate group health, dental, vision, life, disability, and voluntary benefits solutions.
• Small Business Solutions: Develop creative benefits strategies for small businesses, including traditional group plans, PEO arrangements, and alternative benefits structures.
• PEO Expertise: Educate clients on Professional Employer Organization (PEO) models, including advantages, limitations, cost structures, and suitability based on business size and needs.
• Carrier Relationships: Leverage knowledge of New York employee benefits carriers, products, underwriting guidelines, and market options to deliver competitive solutions.
• Client Presentations: Prepare proposals, conduct benefits reviews, explain plan comparisons, and present recommendations to business owners and decision-makers.
• CRM & Pipeline Management: Utilize Salesforce to manage prospects, track sales activities, maintain an organized pipeline, and monitor new business opportunities.
• Agency Management Systems: Work within Applied Epic to maintain accurate client information, document activities, and coordinate with internal account management teams.
• Internal Collaboration: Partner closely with Commercial P&C producers and account managers to identify cross-selling opportunities and maximize existing client relationships.
• Client Meetings: Conduct business primarily through inside sales channels while remaining available for in-person client meetings throughout the Tri-State Area when necessary.

• Proven experience in Employee Benefits sales, inside sales, business development, or benefits consulting within an insurance agency or brokerage environment.
• Experience with Salesforce and Applied Epic is required.
• Strong understanding of the New York employee benefits carrier marketplace, including available products and solutions for small and midsize employers.
• Working knowledge of PEO structures, benefits offerings, and alternative insurance arrangements for smaller businesses.
• Experience selling group medical, dental, vision, life, disability, and voluntary benefits products.
• Ability to identify and develop cross-selling opportunities within an existing Commercial P&C book of business.
• Strong communication, consultative selling, negotiation, and relationship-management skills.
• Comfortable conducting outbound sales activities, virtual presentations, and proactive client outreach.
• Highly organized, self-motivated, and capable of managing multiple opportunities throughout the sales cycle.
• Must reside in New York, New Jersey, or Connecticut and be willing to travel locally for client meetings as needed.
• Active Life & Health insurance license preferred, with appropriate licensing required to transact business.

• Established Client Base: Access to an existing portfolio of Commercial P&C clients, creating immediate cross-selling opportunities.
• Growth Opportunity: Play a key role in expanding the agency's Employee Benefits division and generating additional revenue.
• Relationship-Driven Sales: Focus on providing valuable solutions to established agency clients rather than relying exclusively on cold prospecting.
• Diverse Benefits Solutions: Opportunity to work with traditional group benefits, PEOs, and alternative options for small and midsize businesses.
• Collaborative Environment: Partner with established P&C producers and account management professionals to develop new business.
• Inside Sales Focus: Primarily phone- and technology-driven sales responsibilities, with in-person client visits when needed.

Standard/Private Client Personal Lines Insurance Producer

Established Agency seeking experienced 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.
• Must carry an active P&C license.

#LI-BJ1

Standard/Private Client Personal Lines Insurance Producer

Established Agency seeking experienced 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.
• Must carry an active P&C license.

#LI-BJ1

New Business Advisor

Job Summary

Seeking a motivated and sales-driven New Business Advisor to join a team. This role is focused on generating new business revenue through prospecting, lead follow-up, and relationship-building in a consultative sales environment. The ideal candidate will have a proven track record in Property & Casualty (P&C) insurance sales, a passion for networking, and a strong drive to succeed. This position offers hybrid flexibility after a comprehensive training period.

Compensation Package

• Base Salary: Competitive base with commission on new business premium (scales with production thresholds).
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Prospect and generate new business revenue through warm calling and networking.
• Analyze multiple carrier options and recommend the best-fit coverage for clients.
• Provide fast and consistent follow-up on warm leads.
• Identify upsell and cross-sell opportunities to maximize client value.
• Build and maintain a strong sales pipeline through networking and attending client-facing events (2 events per month).
• Deliver exceptional service to clients, fostering long-term relationships.

Primary Focus: Personal Lines clients, with a specialization in collector/exotic auto enthusiasts and high-net-worth households (target: $7K+ premium per account).

Qualifications/Requirements

Must-Haves:

• Active P&C license (general lines).
• Proven P&C insurance sales experience with a strong drive for results.
• Recent industry experience (post-COVID strongly preferred).
• Comfortable with warm outbound calling and networking.
• Stable tenure history.
• Local to Dallas, TX, with a sustainable commute to the office.

Nice-to-Haves:

• 2+ years of P&C sales experience.
• Experience with EZLynx software.
• Familiarity with high-value carriers such as Chubb or Pure.
• Interest in the collector/exotic auto niche.

Key Skills:

• Consultative selling approach.
• Strong communication and service orientation.
• Analytical thinking and attention to detail.
• Networking mindset with consistent follow-through.

#LI-AK2

High Net Worth Insurance Account Manager - Hybrid

Established agency seeking to add a personal lines account manager to their team.

Responsibilities include:

• Handling High-Net-Worth accounts
• Client presentations and ability to resolve client concerns and issues
• Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
• Liaison between clients and carriers

• Ability to cross sell and help walk-in/phone- sales questions

• Ability to handle all types of personal insurance
• Order and process renewal & change requests
• Advise of coverage recommendations and assist clients with Insurance claims
• Assist in retaining accounts: follow up on cancelations & Broker of Record Letters
• Cross sell & round out accounts

Requirements:

• Must have an active P&C license
• Must have working knowledge of agency management software *Applied Epic Required 

• Must have excellent presentation and communication skills
• Ability to multi-task and work in fast paced Insurance environment

• Ability to work within a team environment
• Ability to self-direct the completion of insurance related job duties

 #LI-KD1

Claims Manager

Job Summary

Seeking a dedicated and experienced Claims Manager to join a team. In this pivotal role, you will oversee the entire claims process, ensuring efficiency, accuracy, and a client-focused approach. You will evaluate, manage, and resolve insurance claims while collaborating with clients and carriers to deliver optimal outcomes. This position requires strong analytical skills, a deep understanding of insurance policies, and a proactive approach to problem-solving.

Compensation Package

• Competitive salary commensurate with experience
• Comprehensive benefits package, including health insurance, and paid time off

Responsibilities

• Manage the claims process autonomously from initiation to resolution, ensuring seamless operations.
• Conduct thorough assessments of claims, including property, commercial auto, general liability, and worker’s compensation, and provide strategic recommendations for resolution.
• Ensure accurate and comprehensive claim settlements, utilizing legal reviews and investigations as necessary.
• Facilitate client meetings, claim reviews, and vendor interactions to foster productive communication and swift resolutions.
• Monitor claim statuses, develop action plans, and establish reserves with a focus on minimizing client costs.
• Proactively analyze reserves and negotiate adjustments to optimize outcomes for clients.
• Provide expert claims support through detailed review, research, investigation, negotiation, and processing.
• Maintain accurate records by inputting claim data into the agency management system.
• Collaborate with the Risk Manager to identify trends and patterns, contributing to proactive risk mitigation strategies.
• Assist with additional projects as assigned, demonstrating flexibility and a team-oriented mindset.

Qualifications/Requirements

• Proven experience in claims management, preferably within the insurance industry.
• Strong knowledge of insurance policies and claims processes, including property, commercial auto, general liability, and worker’s compensation.
• Exceptional analytical and problem-solving skills with a proactive approach to resolving complex issues.
• Excellent communication and negotiation skills, with the ability to foster positive relationships with clients and carriers.
• Proficiency in using agency management systems and maintaining accurate records.
• Ability to work independently while collaborating effectively with team members and stakeholders.
• Strong organizational skills and attention to detail to ensure timely and accurate claim processing.

#LI-DD3

Employee Benefits Sales Producer

Job Summary

Seeking highly motivated and experienced Employee Benefits Sales Producers to join a leading national brokerage firm. This role offers an exciting opportunity to work with a top-tier organization that values expertise, fosters growth, and provides a platform for long-term career development. If you are a results-driven professional with a proven track record in sales and a passion for delivering exceptional client solutions, we want to hear from you.

Compensation Package

• Base Salary: $50,000 to $200,000+ (commensurate with experience) + commissions
• Additional Benefits: Comprehensive benefits package, professional development opportunities, and performance-based incentives.

Responsibilities

• Develop and manage a robust portfolio of clients within your designated territory, focusing on middle and large market segments.
• Drive sales growth by identifying and securing new business opportunities.
• Build and maintain strong relationships with clients, ensuring high levels of satisfaction and retention.
• Collaborate with local offices and recruiters to align strategies and achieve regional goals.
• Meet or exceed production targets, delivering measurable and impactful results.
• Stay informed about industry trends and market developments to provide clients with expert advice and tailored solutions.

Qualifications/Requirements

• Proven track record of success in sales, particularly within the middle or large market space.
• Minimum of 3-5 years of experience in a relevant industry.
• Demonstrated ability to achieve consistent production numbers.
• Exceptional communication, presentation, and negotiation skills.
• Self-motivated, results-driven, and capable of working independently.
• Willingness to travel within the assigned territory as needed.

#LI-CS1

Workers Compensation Claims Adjuster

Job Summary

Seeking a dedicated and experienced Workers Compensation Claims Adjuster to join a team. This is a fully remote position, with the option for a hybrid work arrangement.

Compensation Package

• Salary: $70,000 - $85,000+ (depending on experience) + bonus opportunities
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a caseload of up to 110 Nevada workers' compensation claims, including lost time and litigated files.
• Establish reserves and authorize payments within designated authority limits.
• Collaborate with clients to ensure claims are handled efficiently and in compliance with regulations.
• Utilize robust technology systems to document and process claims effectively.

Qualifications/Requirements

• Minimum of 3 years of experience handling Nevada workers' compensation/indemnity claims.
• Active Nevada Adjuster’s License is required.
• Must reside in the state of Nevada.
• Strong organizational and communication skills, with the ability to manage multiple priorities.

#LI-MW1

General Liability Claims Adjuster

Job Summary

Seeking a dedicated and experienced General Liability Claims Adjuster to join a team. This role involves managing a portfolio of low to moderately complex general liability claims, including some litigated cases. The ideal candidate will possess a strong understanding of commercial lines products, policy language, exclusions, ISO forms, and effective claim handling practices. This is a fully remote position, offering the flexibility to work from anywhere while contributing to a dynamic and growing organization.

Compensation Package

• Salary Range: $80,000 - $120,000 per year (based on experience and qualifications)
• Bonus Structure:
  • GL Claims Rep/Sr. GL Claims Rep: 5% bonus
  • CL Technical Claims Specialist/Sr. GL Tech Claims Specialist: 8% bonus
  • GL Litigation & Complex Claims Specialist: 10% bonus
  • Sr. GL Litigation & Complex Claims Specialist: 12% bonus
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Investigate, evaluate, and resolve low to moderately complex general liability claims, including litigated cases.
• Analyze and interpret commercial policy language to determine coverage and communicate coverage positions effectively.
• Draft professional and error-free written communications, including reservation of rights and denial of coverage letters.
• Evaluate damages, set reserves, and escalate cases with potential exposure above authority.
• Negotiate fair and accurate claim settlements in good faith.
• Manage litigated claim files, collaborating with defense counsel to develop and execute appropriate strategies.
• Retain experts and vendors to achieve optimal claim outcomes while controlling costs.
• Maintain accurate and detailed documentation in a paperless claim system.
• Communicate with other departments regarding claim developments and trends.
• Implement strategies to efficiently close files and manage claims to resolution.

Qualifications/Requirements

• Minimum of 5 years of experience in adjusting commercial liability claims, with a proven track record of increasing responsibility and successful claim outcomes.
• Strong knowledge of commercial lines products, policy language, exclusions, ISO forms, and litigation management.
• Ability to analyze and interpret construction contracts and apply risk transfer principles.
• Excellent written and verbal communication skills.
• Proficiency in managing workloads to meet quality and quantity production goals.
• College degree preferred; high school diploma or equivalent required.
• Must hold proper Public Adjuster licenses in Florida and/or Texas, with the ability to obtain additional licenses as needed.

#LI-BC1

Commercial Lines Assistant Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Assistant Account Manager to join a growing team. This role is integral to supporting Commercial Lines department, ensuring seamless service delivery to clients. The ideal candidate will thrive in a collaborative environment, possess strong organizational skills, and demonstrate a commitment to excellence in client service. This position offers a hybrid work model, with the flexibility to work remotely part of the week, while maintaining a close connection with the team in the office.

Compensation Package

• Salary Range: $50,000 - $70,000 (commensurate with experience)
• Comprehensive benefits package
• Hybrid work model: 2-3 days in-office, with flexibility for remote work

Responsibilities

• Process policy changes, endorsements, and certificates of insurance with accuracy and efficiency
• Handle evidences of insurance and other client documentation needs
• Provide administrative support to Account Managers and the Commercial Lines team
• Collaborate with team members to ensure timely and accurate service delivery
• Maintain and update client records in the Epic software system
• Assist with quoting new and renewal business as needed
• Communicate professionally with clients, carriers, and internal stakeholders

Qualifications/Requirements

• Experience: Minimum of 2 years in a similar role within an independent insurance agency, with a focus on Commercial Lines
• Technical Skills: Proficiency in Epic software or similar agency management systems preferred
• Soft Skills:
  • Strong written and verbal communication skills with attention to grammar and professionalism
  • Self-sufficient and proactive, with the ability to work independently while being a team player
  • Non-confrontational and approachable demeanor
  • Detail-oriented and highly organized
• Education: Relevant certifications or licenses in insurance are a plus
• Work Style: Hybrid work model; candidates must be within driving distance of the office and available for occasional in-office meetings

#LI-DD3