Employee Benefits Executive Team Lead

Job Summary

Seeking a highly skilled and experienced Employee Benefits Executive Team Lead to join a team. This is a hybrid role requiring three days in-office per week. The ideal candidate will possess a strong background in employee benefits, leadership, and client management. This position combines individual contributions with people leadership responsibilities, including managing a team, overseeing a book of business, handling escalations, and addressing complex client accounts. If you are a dynamic professional with a passion for delivering exceptional client service and leading high-performing teams, we encourage you to apply.

Compensation Package

• Total Compensation: $140,000 - $200,000 annually (includes base salary and variable compensation tied to the book of business).
• Comprehensive benefits package, including:
  • Health, dental, and vision insurance.
  • Generous paid time off (PTO).

Responsibilities

• Lead and manage a team of 3-4 professionals, providing guidance, mentorship, and performance management.
• Oversee and manage a substantial book of business, ensuring client satisfaction and retention.
• Serve as the primary point of contact for escalations and complex client inquiries.
• Maintain a client-facing role, building and nurturing strong relationships with clients.
• Provide strategic advice and solutions for clients with self-funded plans and groups of 500+ lives.
• Collaborate with internal teams to ensure seamless service delivery and operational efficiency.
• Support the transition to the Epic platform later this year, ensuring a smooth and effective implementation.

Qualifications/Requirements

• Licensure: Active Life and Health (L&H) license is required.
• Experience: Minimum of 8 years of experience in employee benefits, with a focus on self-funded plans and managing groups of 500+ lives.
• Proven experience in people management, including leading and developing teams.
• Strong client-facing skills with the ability to handle escalations and complex accounts effectively.
• Familiarity with BenefitPoint and/or Epic platforms is a plus.
• Exceptional communication, problem-solving, and organizational skills.
• Ability to thrive in a fast-paced, dynamic environment while maintaining a high level of professionalism.

#LI-EL1

Employee Benefits Account Executive

Job Summary

Seeking a highly skilled and experienced Employee Benefits Account Executive to join a growing team. This role is ideal for a professional with a strong background in self-funding and large group benefits, who thrives in a collaborative and dynamic environment. As part of a team, you will work with a diverse portfolio of clients across industries such as hospitality, real estate, non-profit, construction, and property. This is an exciting opportunity to contribute to a rapidly growing organization that values work-life balance, camaraderie, and professional development.

Compensation Package

• Salary Range: $120,000 - $150,000 annually, commensurate with experience.
• Work Schedule: Hybrid model with 3 days per week in-office.
• Additional Perks: Catered lunches, team-building activities, and opportunities for career advancement in a family-oriented environment.

Responsibilities

• Manage and service a portfolio of large group accounts, ranging from 100 to several thousand lives.
• Provide expert guidance on self-funded benefits plans, ensuring clients receive tailored solutions that meet their needs.
• Collaborate with internal teams to quote new and renewal business.
• Maintain strong relationships with clients across multiple industries, acting as a trusted advisor.
• Utilize EPIC software to manage client accounts and ensure seamless operations.
• Stay updated on industry trends and regulatory changes to provide proactive advice to clients.

Qualifications/Requirements

• Licenses/Certifications: Life & Health (L&H) license is required.
• Experience:
  • Extensive knowledge and hands-on experience with self-funded benefits plans is mandatory.
  • Proven track record of managing large group accounts (100+ lives).
  • Exposure to multiple industries, including hospitality, real estate, non-profit, construction, and property.
• Technical Skills: Proficiency in EPIC software is preferred.
• Soft Skills: Strong communication, problem-solving, and relationship-building skills. Ability to work collaboratively in a team-oriented environment.
• Work Environment: Must be able to work in-office 3 days per week.

#LI-AP1

Commercial Lines Producer – South Platform

Job Summary

Seeking dynamic and results-driven Commercial Lines Producers to join a growing team across the South Platform, covering states such as Texas, Florida, South Carolina, and Mississippi, with broader regional coverage extending from Arkansas to Tennessee. This is a unique opportunity to be part of a growth and retirement-driven hiring initiative, with a target of 6–7 hires by 2026. This role is open to remote candidates within the respective states, with a preference for individuals who can occasionally attend in-office meetings if located near one of our office locations. If you are a high-energy, sales-driven professional with a proven track record or emerging talent with a rising trajectory, we want to hear from you.---

Compensation Package

Offer a highly competitive and performance-driven compensation structure, tailored to experience levels:

• Entry–Junior Producers: $65,000–$110,000 base salary (no book required)
• Mid-Market Producers (3–7 years): $110,000–$180,000 base salary (book of $100,000–$500,000)
• Senior Producers (7+ years): $200,000–$250,000 base salary (book of $500,000+)

Additional Benefits:

• Transition to commission-only structure in Year 3
• Commission structure: ~40% new business / 30% renewals (flexible)
• One-time book bonuses available
• Year 3 revenue expectation: $500,000, with a $500,000 bonus paid out over the following 3 years for achieving this milestone
• Access to industry-leading tools and systems, including AMS360 and Salesforce

Responsibilities

• Develop and execute a clear "Day 1" plan to build a robust sales pipeline.
• Conduct effective first meetings with clients, demonstrating a structured and strategic sales approach.
• Prospect and secure new business opportunities across various industries, including construction, manufacturing, real estate, hospitality, energy, and transportation.
• Maintain and grow a book of business, with a goal of scaling to $500,000 in annual revenue within three years.
• Collaborate with leadership and sales managers to refine strategies and achieve sales targets.
• Stay informed about market trends, carrier options, and industry best practices.

Qualifications/Requirements

Core Traits:

• High-energy, authentic, and sales-driven with a hunger to succeed.
• Self-sufficient and able to ramp up quickly with minimal supervision.
• Strong first-meeting sales approach and a clear prospecting strategy.
• Coachable, adaptable, and open-minded with a willingness to learn.
• Demonstrates technical knowledge and a personal sales philosophy.

Experience Levels:

• Entry–Junior Producers: Emerging talent with no book required.
• Mid-Market Producers: 3–7 years of experience with a book of $100,000–$500,000.
• Senior Producers: 7+ years of experience with a book of $500,000+.

#LI-SL1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join our team at one of North Carolina's largest independently owned insurance agencies. With a strong presence in the industry since 1975, we pride ourselves on fostering a family-oriented, fun, and collaborative work environment. The ideal candidate will manage a book of business from A-Z, ensuring exceptional service to our valued clients.

Compensation Package

• Salary Range: $40,000 - $60,000 (commensurate with experience)
• Comprehensive benefits package (details available upon request)

Responsibilities

• Manage an assigned book of business, primarily consisting of standard middle-market personal lines accounts, with occasional high-net-worth accounts.
• Handle all aspects of account management, including policy changes, rewriting, marketing, billing, endorsements, and Certificates of Insurance (COIs).
• Quote new and renewal business as required.
• Provide exceptional customer service and maintain strong client relationships.
• Collaborate with internal teams to ensure seamless service delivery.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) License is required.
• Experience: Minimum of 2+ years of agency experience in personal lines insurance (captive experience will also be considered).
• Familiarity with insurance software systems is preferred.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to thrive in a fast-paced, team-oriented environment.

#LI-EM1

Senior Casualty Claims Examiner - Construction Defect

Job Summary

Seeking an experienced and dedicated Senior Casualty Claims Examiner - Construction Defect to join our growing team. This is a fully remote position, offering a unique opportunity to work in a collaborative and dynamic environment with a focus on construction defect claims. The ideal candidate will have a strong background in claims handling, particularly in construction defect cases, and a passion for delivering exceptional service.

Compensation Package

• Salary Range: $120,000 - $145,000 per year (up to $150,000 for highly qualified candidates)
• Benefits:
  • Flexible working hours
  • Unlimited Paid Time Off (PTO)
  • Half-day Fridays during the summer
  • Comprehensive medical, dental, and vision insurance (starting Day 1)
  • 401(k) with company match
  • Paid volunteer days
  • Professional development opportunities

Responsibilities

• Manage a caseload of approximately 120 claims, primarily focused on construction defect and third-party property damage.
• Conduct liability investigations and evaluate claims for resolution.
• Analyze coverage and draft coverage position letters as needed.
• Collaborate with co-carriers to determine time on risk, case values, and resolution strategies.
• Assign and work closely with defense counsel to develop litigation plans and budgets.
• Retain and coordinate experts within agreed-upon budgets.
• Establish and maintain timely indemnity and expense reserves, revisiting adequacy as needed.
• Prepare and submit authority requests for cases exceeding personal authority limits, including comprehensive reports and verbal presentations.
• Attend mediations, settlement conferences, and trials as necessary.
• Stay informed on changes in case law and industry trends.
• Provide support to underwriting and other business partners.

Qualifications/Requirements

• Education: Bachelor’s degree or equivalent experience required.
• Experience:
  • Minimum of 10 years of overall claims handling experience.
  • At least 5 years of experience specifically handling construction defect claims.
• Licensing:
  • Must hold or be able to obtain required state licenses (home state license required; licenses in TX, FL, and CA preferred).
  • Must obtain a California license within the first 90 days (company will provide support and cover costs).
• Skills:
  • Strong written and verbal communication skills.
  • Ability to analyze complex coverage issues and draft detailed reports.
  • Collaborative mindset with the ability to work in a less structured, start-up-like environment.
• Professional designations such as CPCU, AIC, or SCLA are a plus.
• Must have prior experience working with an insurance carrier (TPA candidates will not be considered).

#LI-BC1

Regional Underwriting Manager

Job Summary

Seeking a highly skilled and experienced Regional Underwriting Manager to lead and oversee underwriting operations. The ideal candidate will be responsible for maintaining a profitable book of business, supervising underwriting staff, and ensuring adherence to company policies and procedures. This role requires a strong technical background in property and casualty underwriting, excellent leadership skills, and a commitment to fostering productive relationships with internal teams and external partners.

Compensation Package

• A market-leading salary commensurate with experience.
• Comprehensive health, dental, and vision insurance.
• Paid time off and holidays.
• Opportunities for professional development and continuing education.

Responsibilities

• Develop, implement, monitor, and control individual risk underwriting programs to ensure profitable growth.
• Supervise the review and issuance of applications, renewals, and change requests, ensuring all necessary information is gathered and insurability decisions are made within prescribed authority limits.
• Provide guidance to underwriters on complex risks and make decisions on risks exceeding their authority.
• Train, supervise, and monitor underwriters, loss control, and premium audit staff to ensure adherence to company policies and technical standards.
• Communicate effectively with internal and external stakeholders regarding coverages, rates, risk selection, and applications.
• Coordinate departmental workflow with other divisions in alignment with corporate guidelines.
• Assist in agent education and training initiatives.
• Review agency performance in collaboration with marketing personnel.
• Conduct quality audits on branch underwriting personnel and serve as a member of the Corporate Quality Audit Team.
• Visit agencies periodically to stimulate profitable production and strengthen company/agency relationships.
• Monitor industry competition through associations, affiliations, and contracts.
• Enforce company policies and procedures.
• Perform other duties as assigned.

Qualifications/Requirements

Required Qualifications

• A minimum of four years of management experience.
• At least five years of commercial lines underwriting experience, preferably with ISO.
• Strong technical knowledge of property and casualty underwriting.
• Advanced understanding of ISO commercial class codes and Commercial Lines Manual underwriting requirements.
• Excellent communication and customer service skills.
• Bachelor’s degree is required.

#LI-BR1

Associate Account Executive

Job Summary

Seeking a dedicated and experienced Associate Account Executive to join a team. This role is ideal for a professional with a strong background in brokerage and benefits, who thrives in a hybrid work environment. The successful candidate will manage accounts from A-Z, working closely with carriers, handling RFPs, and engaging directly with clients. This position offers an exciting opportunity to work with a mix of self-funded, fully insured, and level-funded accounts.

Compensation Package

• Salary: Up to $75,000 annually (non-negotiable)
• Benefits: Comprehensive benefits package
• Paid Time Off (PTO): Generous PTO policy

Responsibilities

• Manage all aspects of account management, including client interaction and carrier relations.
• Handle Requests for Proposals (RFPs) and ensure timely and accurate submissions.
• Provide expert guidance on a variety of funding arrangements, including self-funded, fully insured, and level-funded plans.
• Collaborate with internal teams to ensure seamless client service and satisfaction.
• Transition from Benefits Pointe to EPIC system later this year.
• Maintain compliance with all relevant regulations and industry standards.

Qualifications/Requirements

• Licensing: Active Life & Health (L&H) license is required.
• Experience: 3-4 years of relevant experience in brokerage and benefits management is ideal.
• Technical Skills: Familiarity with Benefits Pointe and willingness to transition to EPIC system.
• Work Environment: Ability to work in a hybrid schedule (partially remote, partially in-office).
• Client Focus: Strong interpersonal and communication skills to effectively interact with clients and carriers.

#LI-EL1

Job Summary

As a Commercial Lines Account Manager, you will be responsible for managing a portfolio of commercial insurance accounts. You will be the main point of contact for clients, ensuring that their insurance needs are met and providing exceptional customer service.

Responsibilities

• Develop and maintain strong relationships with clients, understanding their insurance needs and providing appropriate solutions.
• Review and analyze policy documents and ensure accuracy and completeness.
• Collaborate with insurance carriers to negotiate terms, coverage, and pricing for clients.
• Track and manage policy renewal dates and provide proactive renewal strategies to clients.
• Handle client inquiries and claims, providing timely and effective solutions.
• Stay updated on industry trends, regulations, and market changes to provide informed advice to clients.
• Collaborate with internal teams to ensure smooth and efficient operations.

Qualifications/Requirements

• Proven experience as an Account Manager in the commercial insurance industry.
• In-depth knowledge of commercial insurance products, market trends, and underwriting procedures.
• Strong communication and negotiation skills.
• Ability to multitask, prioritize, and manage time effectively.
• Proficiency in agency agency management systems and Microsoft Office suite.
• Holds an active P&C (Property and Casualty) License.

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-RM9

Personal Lines Account Executive – High Net Worth

Job Summary
A growing, service-focused team is seeking a highly motivated and detail-oriented Personal Lines Account Executive specializing in High Net Worth accounts. This role involves managing complex personal insurance programs for clients across all 50 states. Ideal candidates are client-focused, collaborative, and experienced in delivering white-glove service to affluent clientele.

Compensation Package

• Salary Range: $80,000 – $125,000 annually
• 401(k) retirement plan
• Comprehensive benefits package
• Hybrid work arrangement

Responsibilities

• Manage day-to-day service for High Net Worth personal lines clients, including coverage reviews, renewals, endorsements, and claims support.
• Partner with producers to assist with new business opportunities and retention initiatives.
• Handle complex accounts with personal lines premiums typically ranging from $10,000 to $35,000+.
• Conduct in-depth coverage analysis to ensure client risk is appropriately addressed.
• Maintain high client satisfaction through proactive communication and responsive service.

Qualifications / Requirements

• Experience: 3–5+ years of experience servicing High Net Worth personal insurance accounts.
• License: Holds an active P&C (Property and Casualty) insurance license.
• Systems: Proficiency in agency management systems (experience with Epic is a plus).
• Skills:
  • Client-focused and service-driven
  • Highly organized and detail-oriented
  • Strong communication and interpersonal skills
  • Committed to team collaboration and high client retention

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-RM9

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a team. This role involves managing and growing a portfolio of commercial insurance accounts, providing exceptional service, and fostering strong client relationships. Acting as a trusted advisor, the position ensures clients receive tailored solutions that address their specific business needs. Ideal candidates will have a solid background in account management and excel in a dynamic, collaborative environment.

Responsibilities

• Build and maintain strong client relationships, delivering outstanding customer service and support.
• Assess client needs and design customized insurance programs and coverage options.
• Oversee renewal processes, ensuring smooth transitions and addressing any changes in client requirements.
• Act as the primary contact for client inquiries, claims, and resolution of policy-related issues.
• Collaborate with underwriters, carriers, and stakeholders to negotiate terms and provide competitive solutions.
• Monitor industry trends, market conditions, and new product offerings to educate clients and anticipate future needs.
• Maintain accurate records of policies, communications, and account activities in the CRM system.
• Identify opportunities to grow existing accounts and cross-sell additional products and services.
• Assist the sales team in onboarding new clients and effectively managing their accounts.
• Ensure adherence to all relevant regulations, guidelines, and company policies regarding insurance services.

Qualifications/Requirements

• Proven experience as an Account Manager, ideally in the commercial insurance or risk management sector.
• Comprehensive knowledge of commercial insurance products, policy coverages, and regulations.
• Strong interpersonal and communication skills for building lasting client relationships.
• Proficiency in CRM systems, Microsoft Office Suite, and related tools.
• Exceptional attention to detail and problem-solving abilities with a client-focused mindset.
• Skilled at managing multiple client accounts and prioritizing tasks efficiently in a fast-paced environment.
• Holds an active P&C (Property and Casualty) insurance license.

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-MS3