Senior Claims Compliance Analyst

Our client is seeking a Senior Claims Compliance Analyst to join their growing team. This high-impact role is responsible for helping mitigate regulatory risk and ensuring compliance across claims operations. The ideal candidate will be an experienced insurance claims compliance professional or attorney with a strong understanding of claims regulations, processes, and technology. Success in this position requires the ability to assess complex regulatory requirements, translate risk into practical business solutions, and develop sustainable compliance frameworks that support organizational objectives.

Key Responsibilities:

• Manage and maintain 50-state claims database
• Monitor legislation, DOI bulletins, court reporters/decisions, and statutory changes; manage backlog and implement targeted compliance training
• Develop and own controls related to Medicare, OFAC, Child Support Lien Network, and other federal protocols
• Partner with Claims Technical, US Legal, and IT to design controls and workflows aligned with regulatory requirements
• Lead US Claims response to regulatory inquiries and complaints
• Deliver training and legal support to internal teams and vendors
• Develop audit programs and dashboards to monitor compliance effectiveness
• Oversee/support technology-related compliance integrations
• Provide executive reporting, trends analysis, and regulatory insights

Qualifications:

• 10+ years of experience in claims compliance, insurance regulation, or legal operations
• J.D. highly desired
• Degree in law, risk management, or a related field; required
• Advanced insurance compliance certifications a plus (CPCU, CIPP, CAMS, CRCM, or similar) Scrum/PMP a plus but not required
• Deep understanding of claims handling regulations, Medicare protocols, and market conduct standards
• Experience with multiple lines of business in a 50-state claims environment
• Knowledge of Medicare Secondary Payer requirements and Section 111 reporting
• Strong research and policy writing skills
• Excellent collaboration, project management, and problem-solving skills
• Experience with regulatory audit preparation and response

Compensation: $90,000–$150,000 based on experience

• 401(k) with competitive company matching  
• Comprehensive health insurance, vision, dental and FSA plans (medical, limited purpose, and dependent care)   
• Company paid group term life, short- term disability and long-term disability coverage  
• 26 Paid time off days, 10 paid holidays plus 1 paid floating holiday, and ability to purchase up to 5 PTO days  
• Paid parental leave  

#LI-ET1

Microsoft Word - Job Description - Lift & Seed Market Leader

Contract Surety Underwriter

Job Summary

Seeking a skilled and motivated Contract Surety Underwriter to join a team. As a Contract Surety Underwriter, will play a pivotal role in underwriting surety bonds, analyzing financial data, and fostering strong relationships with brokers and clients. This position offers an exciting opportunity to contribute to the growth of a well-established and respected surety carrier with a long-standing market presence.

Compensation Package

We offer a competitive compensation package, including:

• A market-competitive salary
• Comprehensive health, dental, and vision insurance
• Paid time off and holidays
• Professional development opportunities
• Additional benefits to support your overall well-being

Responsibilities

As a Contract Surety Underwriter, your key responsibilities will include:

• Analyzing financial statements, job schedules, credit reports, and other underwriting documentation to assess risk and determine appropriate coverage terms.
• Maintaining and developing strong relationships with brokers, clients, and internal stakeholders.
• Making timely and informed underwriting decisions in alignment with company standards and guidelines.
• Delivering exceptional customer service to brokers and clients.
• Staying informed on market conditions, industry trends, and regulatory changes to support sound underwriting practices.
• Managing multiple priorities effectively while ensuring accuracy and compliance in all underwriting activities.

Qualifications/Requirements

To be successful in this role, you should possess the following qualifications and skills:

• Bachelor’s Degree in Finance, Accounting, or a related field (preferred).
• A minimum of 3 years of relevant underwriting or related experience.
• Strong financial analysis skills, including the ability to evaluate financial statements and credit reports.
• Proven ability to assess and price risk independently.
• Excellent communication and relationship-building skills.
• Highly organized with the ability to manage multiple responsibilities effectively.
• Knowledge of surety or bond underwriting is preferred.
• Willingness and ability to travel within the assigned territory.

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Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Manager to join a team. This role is pivotal in providing exceptional service to a commercial lines accounts, ensuring prompt, accurate, and professional customer support in alignment with a agency's procedures and standards. The ideal candidate will be detail-oriented, proactive, and capable of managing a full servicing workload independently.

Compensation Package

• Salary Range: $45,000 - $55,000 annually
• Opportunity for a hybrid work schedule after the first year, based on performance
• Comprehensive benefits package

Responsibilities

• Provide exceptional service to assigned accounts, minimizing errors and omissions
• Handle client communications, including resolving issues and addressing coverage-related inquiries
• Prepare submissions, proposals, statements of value, and renewal documents in collaboration with producers
• Accurately process new and renewal business, ensuring proper documentation and system records
• Issue certificates, binders, invoices, ID cards, and related correspondence
• Manage audits, claims reporting, premium finance agreements, and cancellations
• Maintain accurate and up-to-date documentation in the agency management system
• Monitor suspense items and prioritize daily workflow to meet deadlines
• Keep producers informed of account activity and address potential issues proactively

Qualifications/Requirements

• Minimum of 5 years of insurance agency experience, specifically in commercial lines
• Active insurance license or the ability to obtain/maintain one
• Strong knowledge of commercial coverages and policy servicing
• Advanced computer skills; experience with Epic software is preferred
• Excellent communication and customer service skills
• Proven ability to prioritize and manage tasks in a fast-paced environment
• Dependable, proactive, and eager to grow within the insurance industry

#LI-SL1

Employee Benefits Account Manager (AM) or Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and detail-oriented Employee Benefits Account Manager (AM) or Customer Service Representative (CSR) to join a boutique agency. This is an exciting opportunity to work in a dynamic and unique office environment, where innovation and employee satisfaction are at the forefront of our culture. The ideal candidate will either support a Account Managers (CSR role) or manage a portfolio of clients (AM role), depending on their experience and expertise.

Compensation Package

• Salary Range: $50,000 - $80,000 annually (commensurate with experience)
  • Entry-level candidates with no licenses may start at $42,000.
  • Highly skilled Account Managers with 2-5 years of experience can expect $55,000 - $75,000, with potential for upward movement and bonus commissions.
• Benefits: Comprehensive benefits package (details to be provided during the interview process).
• Additional Perks:
  • Work in a unique office environment located in a jet hangar.
  • Access to amenities such as ping pong tables and a full kitchen.
  • Opportunities to join client visits on the company plane.
  • A collaborative and non-corporate work culture focused on employee well-being.

Responsibilities

For Customer Service Representative (CSR):

• Provide support to Account Managers by handling client calls and inquiries.
• Process documents and assist with renewals.
• Deliver exceptional customer service to clients.

For Account Manager (AM):

• Manage a book of 30-50 group accounts (20-200 group lives).
• Serve as the primary point of contact for assigned clients.
• Handle renewals, service requests, and client communications.
• Collaborate with senior Account Managers on new business quotes.
• Potentially participate in client visits and meetings.
• Leverage self-funding experience to provide tailored solutions to clients.

Qualifications/Requirements

For Customer Service Representative (CSR):

• No specific experience required, but prior customer service experience is a plus.
• Willingness to learn and grow within the role.

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Job Title: Commercial Lines Account Manager

Job Summary

Seeking an experienced Commercial Lines Account Manager to manage a book of commercial insurance accounts, build client relationships, provide exceptional service, and ensure account retention and growth. The role requires a proactive problem-solver with strong communication and organizational skills, as well as a deep understanding of the commercial insurance industry.

Responsibilities

• Build and maintain long-term relationships with commercial clients.
• Manage a portfolio of commercial insurance accounts, addressing client needs effectively.
• Develop renewal strategies, prepare quotes, and negotiate terms with carriers.
• Respond promptly to inquiries and provide guidance on policy coverage, changes, and claims processes.
• Work collaboratively with internal teams and insurance carriers to deliver customized solutions.
• Identify and address potential gaps in clients’ coverage or areas for improvement.
• Ensure compliance with industry regulations and company policies.
• Maintain accurate and up-to-date client records using agency management systems.
• Stay updated on industry trends, new products, and risks affecting clients.

Qualifications/Requirements

• Proven experience in a similar role within the commercial insurance sector.
• Active Property & Casualty license required.
• Strong knowledge of commercial insurance products, coverages, and underwriting principles.
• Excellent interpersonal and communication skills with the ability to build trust and rapport.
• Proficiency in agency management systems and Microsoft Office Suite.
• Strong organizational skills and attention to detail, capable of managing multiple tasks and deadlines.
• Problem-solving abilities focused on delivering client-centric solutions.
• Bachelor's degree in business, finance, or a related field is preferred but not required.

Benefits & Perks

• Competitive salary and performance-based bonuses.
• 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.

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Commercial Lines Placement Manager 

NY P&C License required

Job Summary

Our client, a National top brokerage is seeking a highly motivated and experienced Commercial Lines Placement Manager to join a team. This role is pivotal in managing and growing a portfolio of mid-to-large commercial accounts, with a focus on construction contractors, property, and real estate. The ideal candidate will bring expertise in new and renewal marketing, a strong understanding of the insurance industry, and a passion for delivering exceptional client service.

Compensation Package

• Salary: Up to $170,000 annually, based on experience.
• 401(k): 4% company match.
• Benefits: Comprehensive benefits package provided.
• Hybrid/Remote out of Suffolk County

Responsibilities

• Manage and service a book of business with $25,000 in revenue and $250,000 in premium.
• Handle all aspects of new and renewal marketing for mid-to-large accounts.
• Collaborate with producers and assistants to ensure seamless account management.
• Provide exceptional service to clients in the construction, property, and real estate sectors.
• Utilize EPIC software to manage accounts and maintain accurate records.
• Work closely with the team to meet and exceed client expectations.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience:
  • Must have experience working with construction and real estate accounts.
  • Familiarity with mid-to-large accounts is essential.
• Software Proficiency: Experience with EPIC software preferred.
• Work Style:
  • Ability to thrive in a hybrid work environment.
  • Strong organizational and communication skills.
• Years of Experience: Open to candidates with varying levels of experience who meet the required qualifications.

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• Previous experience working with personal lines coverages in a brokerage/agency setting. 
• Experience maintaining client relationships.
• Negotiate with carrier underwriters on behalf of clients for best rates.
• Ability to handle new and renewal submission.  
• Prior experience quoting binding and issuing policies. 
• Experience working with multiple carriers and rating systems. 
• Overall account management.

• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold Property & Casualty License.

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