Employee Benefits Account Executive

Job Summary

Seeking an experienced, motivated, and customer-focused Employee Benefits Account Executive to join a growing team. This role involves acting as a strategic partner for clients by managing and servicing their employee benefits accounts. The ideal candidate possesses strong communication, account management, and problem-solving skills to provide tailored benefits solutions that address client needs.

Responsibilities

• Serve as the primary contact for clients, managing their employee benefits accounts, including renewals, modifications, and additions.
• Build and maintain strong client relationships to understand their needs, objectives, and challenges.
• Collaborate with internal teams to develop and implement customized benefit plans that align with client goals and budgets.
• Stay informed on industry trends, compliance regulations, and market solutions to provide strategic benefit options.
• Conduct plan reviews, cost analyses, and compliance evaluations to maintain high client satisfaction.
• Facilitate open enrollment meetings, deliver presentations, and educate employees on benefit plan options.
• Act as a liaison between clients and insurance carriers to negotiate the best plan options and rates.
• Address escalated client inquiries, resolve discrepancies, and handle service-related issues efficiently.
• Prepare and analyze reports, offering clients actionable insights and updates on their benefits programs.
• Contribute to the ongoing improvement of processes, tools, and workflows within the benefits department.

Qualifications/Requirements

• Proven experience as an Account Manager or Executive within employee benefits or a related area.
• Strong knowledge of employee benefits plans, including medical, dental, vision, retirement, life insurance, and disability offerings.
• Familiarity with applicable federal and state laws such as ACA, COBRA, HIPAA, ERISA, etc.
• Excellent interpersonal, relationship-building, and customer service skills across diverse industries.
• Strong analytical and problem-solving skills to design and propose cost-effective and compliant benefits solutions.
• Highly organized with the ability to handle multiple priorities in a fast-paced environment.
• Exceptional written and verbal communication skills, including group presentation abilities.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with benefits administration platforms or CRM systems.

Preferred Qualifications

• Professional certifications such as Certified Employee Benefits Specialist (CEBS) or Group Benefits Associate (GBA).
• Experience in a client-facing role within an insurance brokerage, agency, or consulting firm.

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-DH1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a team. This role is ideal for a professional with a strong background in personal lines insurance, who thrives in a team-oriented environment and is passionate about delivering exceptional service to clients. You will primarily handle standard accounts, with occasional exposure to high-net-worth (HNW) clients.

Compensation Package

• Salary Range: $55,000 - $60,000 annually
• Benefits: Comprehensive benefits package, including 401(k)
• Work Arrangement: In-office/hybrid
• Equipment: Provided for remote work, if applicable

Responsibilities

• Manage a portfolio of small to mid-market personal lines accounts, primarily standard accounts with some HNW clients.
• Handle renewals, marketing, and new business processes.
• Quote new and renewal business as required.
• Collaborate with assistants and account managers to ensure seamless service delivery.
• Maintain organized and accurate records in AMS360 software.
• Provide exceptional customer service and build strong client relationships.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: 2-3 years of experience in personal lines account management.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Soft Skills: Strong organizational skills, a proactive "go-getter" attitude, and the ability to work effectively as part of a team.

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Client Administrator

Job Summary

Seeking a highly organized and detail-oriented Client Administrator to join a team. This role involves managing new builds, handling wall notifications, addressing discrepancy reporting issues, and processing manual enrollments for small groups. The ideal candidate will thrive in a fast-paced environment, be comfortable with high-volume tasks, and demonstrate a quick response time. This is a permanent, full-time position operating on Eastern Standard Time (EST) with the flexibility of a hybrid or remote work arrangement.

Compensation Package

• Salary: $75,000 - $85,000 annually, based on experience.
• Benefits: Comprehensive medical, dental, and vision insurance; life insurance; short-term and long-term disability coverage. Paid time off. Professional development opportunities.

Responsibilities

• Manage and oversee new builds in the system.
• Monitor wall notifications and promptly address any issues or discrepancies.
• Handle manual enrollments for small groups (under 50 members, typically 2-3 groups total).
• Ensure timely and accurate responses to high-volume inquiries.
• Customize processes and workflows as needed to meet client requirements.
• Learn and manage the in-house ICHRA system (training will be provided).
• Utilize and understand the builds of Navigator software.

Qualifications/Requirements

• Proven experience in a similar administrative or client-facing role.
• Strong organizational skills with the ability to manage multiple tasks simultaneously.
• Exceptional attention to detail and problem-solving abilities.
• Comfortable working in a high-volume, fast-paced environment.
• Proficiency in using relevant software tools, with the ability to quickly learn new systems.
• Must be located in the EST time zone.

#LI-JS1

Senior Account Manager – Employee Benefits

Job Summary

Seeking a highly skilled and experienced Senior Account Manager – Employee Benefits to join a growing team. This role focuses on managing and renewing large group, self-funded employee benefits accounts while delivering exceptional client service. The ideal candidate will have a proven track record in employee benefits account management, particularly with self-funded accounts, and will thrive in a collaborative, team-oriented environment.

Compensation Package

• Salary: Commensurate with experience.
• Benefits: Comprehensive benefits package, including 401(k).
• Work Arrangement: Hybrid position based in Newtown Square, PA, with a preference for onsite presence during the initial 90 days (up to 6 months), transitioning to a hybrid schedule.

Responsibilities

• Manage and renew large self-funded employee benefits accounts, including groups with a minimum of 500 employee lives.
• Serve as the primary client contact, ensuring high-quality service and satisfaction.
• Collaborate with internal teams and carriers on renewals, marketing, enrollment, and compliance.
• Develop and implement strategic solutions that align with client goals to ensure strong retention.
• Provide support and training to junior account managers as needed.

Qualifications/Requirements

• Licenses/Certifications: Active Life & Health license required.
• Experience:
  • Minimum of 5+ years in employee benefits account management, with a strong focus on self-funded accounts.
  • Proven expertise in managing large, self-funded accounts.
  • In-depth knowledge of stop-loss, claims analysis, plan design, and funding arrangements.
• Technical Skills: Proficiency with major benefits administration and CRM software tools.
• Soft Skills:
  • Strong client relationship and communication skills.
  • Leadership and team collaboration abilities.
  • Strategic thinking and problem-solving capabilities.
  • Detail-oriented with exceptional organizational skills.
  • Professional demeanor with a proactive mindset.

#LI-JS1

Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager to join a team. The ideal candidate will have a strong background in construction/contractor accounts and experience with EPIC software. This role offers an exciting opportunity to work with a diverse portfolio of small to middle-market accounts, primarily in the construction and contractor sectors. If you are a detail-oriented professional with a passion for client service and account management, we encourage you to apply.

Compensation Package

• Salary Range: $60,000 - $80,000 annually (dependent on experience)
• Benefits Include: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a portfolio of small to middle-market commercial lines accounts, with a focus on construction and contractor clients.
• Quote new and renewal business, ensuring accuracy and timeliness.
• Provide exceptional customer service by addressing client inquiries, resolving issues, and maintaining strong relationships.
• Collaborate with internal teams to ensure seamless account management and client satisfaction.
• Utilize EPIC software to manage accounts and maintain accurate records.
• Support the team in achieving departmental goals and objectives.

Qualifications/Requirements

• Minimum of 4 years of experience in commercial lines account management, with a focus on construction/contractor accounts.
• Proficiency in EPIC software is required.
• Property & Casualty (P&C) license is required.
• Strong organizational and time-management skills.
• Excellent communication and interpersonal skills.
• Ability to work independently in a remote environment.
• Detail-oriented with a commitment to accuracy and quality service.

#LI-SS1

Garage Underwriter – Texas (In-Office)

Job Summary

Seeking a skilled and experienced Garage Underwriter to join a Commercial Lines team. This role involves evaluating, pricing, structuring, and placing garage-related risks while collaborating with carrier underwriters to negotiate competitive and compliant coverage solutions. As a Garage Underwriter, you will manage an existing portfolio of garage business while driving new production, ensuring revenue growth, profitability, and market development within this niche segment. This position offers significant autonomy, direct visibility to leadership, and the opportunity to make a measurable impact on the organization’s success.

Compensation Package

• Annual Salary: $53,000 – $63,000 (commensurate with experience and qualifications)
• Incentives: Performance-based incentives tied to production and portfolio growth
• Benefits: Eligible for company-sponsored benefits in accordance with company policy

Responsibilities

Production & Underwriting

• Evaluate, quote, and bind garage risks, including repair shops, dealerships, towing operations, body shops, and automotive service centers.
• Analyze exposures, financial indicators, operational controls, and loss history to determine eligibility, pricing, and coverage structure.
• Develop comprehensive coverage programs, including Garage Liability, Garagekeepers, Property, Inland Marine, and Umbrella policies.
• Serve as the primary production driver for the garage segment, maintaining a consistent monthly new business cadence.
• Balance competitiveness with underwriting discipline to ensure long-term portfolio profitability.
• Build and actively manage a specialized niche book of business within the Texas garage marketplace.

Carrier & Market Management

• Develop and maintain strong relationships with carrier underwriters.
• Negotiate pricing, coverage enhancements, deductibles, and policy terms to optimize placement outcomes.
• Identify optimal carrier markets and expand underwriting capacity.
• Stay informed on carrier appetite changes, underwriting guidelines, and emerging market opportunities.

Portfolio Management & Revenue Growth

• Manage renewal strategies to improve retention, pricing adequacy, and coverage alignment.
• Monitor book performance, including premium growth trends, retention metrics, and loss performance.
• Identify cross-sell opportunities to enhance account protection and revenue stability.
• Support the long-term profitability of the garage portfolio.

Operational Execution & Compliance

• Maintain accurate and timely documentation within agency management systems.
• Ensure compliance with underwriting guidelines, regulatory requirements, and internal procedures.
• Coordinate with service team members to ensure smooth onboarding and ongoing account servicing.
• Support reporting initiatives related to production, retention, and portfolio performance.

Qualifications/Requirements

Required:

• Active Texas Property & Casualty license or ability to obtain promptly.
• Minimum of 2 years’ experience in commercial lines insurance with a focus on garage, transportation, or automotive service risks.
• Experience working directly with carrier underwriters and navigating underwriting guidelines.
• Strong analytical, negotiation, and problem-solving skills.
• High School diploma or equivalent.

#LI-TM1

Commercial Lines Team Lead

Job Summary

Seeking a highly motivated and experienced Commercial Lines Team Lead to oversee and enhance the daily operations of the commercial lines department. This role is pivotal in ensuring the performance, efficiency, and profitability of the team while fostering a culture of collaboration and excellence. The ideal candidate will have a proven track record in team management, a deep understanding of account management, and a commitment to delivering exceptional client service.

Compensation Package

• Salary: $115,000 - $125,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide overall management and oversight of daily operations within the commercial lines department.
• Develop and implement strategies to improve performance, efficiency, and profitability.
• Enhance processes to support organizational goals and maximize productivity.
• Lead and mentor a team of service representatives, fostering knowledge sharing and collaboration.
• Ensure compliance with agency service standards, rules, regulations, and procedures.
• Design and implement systems and procedures to achieve financial and performance goals.
• Develop, document, and audit agency operating procedures and service expectations.
• Conduct interviews, hire personnel, and oversee team member training and performance evaluations.
• Monitor and evaluate the effectiveness of training programs, making adjustments as needed.
• Lead and direct the work activities of the team, ensuring alignment with organizational objectives.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 10+ years in account management.
  • At least 3 years of experience in a team lead or managerial role.
• Technical Skills: Proficiency in Epic software.
• Soft Skills:
  • Professional demeanor.
  • Strong sense of accountability.
  • Ability to work effectively with team members.
• Other Requirements:
  
  • Ability to quickly adapt and perform all required responsibilities with minimal training.

#LI-BC2

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 offers a unique opportunity to gain exposure to the full spectrum of the insurance process, from initial requests to policy summaries. As part of a close-knit and collaborative team, you will work alongside experienced professionals in a supportive environment that fosters growth and development. If you are looking to advance your career in the insurance industry and thrive in a team-oriented culture, we encourage you to apply.

Compensation Package

• Salary: $60,000 - $70,000 annually, commensurate with experience.
• Benefits: Comprehensive benefits package, including 401(k).
• Work Arrangement: Hybrid schedule. Onsite training may be required depending on experience.
• Equipment: Company-provided equipment for remote work.

Responsibilities

• Assist Account Managers and Account Executives with day-to-day administrative tasks.
• Handle data entry, Certificates of Insurance (COIs), auto ID cards, and other documentation.
• Support the team in managing commercial middle-market and large accounts, primarily in the energy sector (80%), as well as manufacturing, distribution, construction, and property.
• Collaborate with the team to address client requests, process endorsements, and manage policy-related tasks.
• Communicate with underwriters and assist in preparing marketing plans, proposals, and policy summaries.
• Ensure accurate invoicing, premium financing, and contract reviews.
• Provide support during audits and address client inquiries.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license preferred (must be obtained if not already held).
• Experience: Minimum of 2 years of experience in the insurance industry or a professional business setting.
• Technical Skills: Proficiency in Microsoft Excel and familiarity with insurance software such as ImageRight and AMS360.
• Attributes: Strong attention to detail, excellent organizational skills, and a team-oriented mindset. Must be eager to learn and grow within the organization.

#LI-EL1

The premier specialist in workers’ compensation and a leader in property and casualty insurance is seeking a Trial Attorney to join their growing team in Fresno, California! 

Essential Duties and Responsibilities: 

• Handle highly complex workers' compensation cases under the state administrative process (trial level).
• Take depositions, analyze testimony, prepare and file related reports.
• Represent the Company in appearances at hearings and conferences; prepare and file related reports.
• Research and prepare highly complex pleadings for cases under the, state administrative process (trial level).
• Provide advice, training, and recommendations on case handling strategies and tactics to representatives of the Claims department.
• Perform legal research at all levels, from advising clients through the appellate procedures.

Education and/or Experience: 

• Juris Doctorate Law school graduate and member in good standing of the State Bar required
• 2+ Years as a Trial Attorney for legal defense of workers' compensation claims preferred
• Ability to communicate both orally and in writing, in an articulate, persuasive, precise and professional manner.
• Must be willing and able to travel using all means of public transportation, as well as automobile driving, to various California venues when live appearances are requested or required
• Valid Driver License in good standing 

Salary/Benefits:

• $95K-$120K/year (based on experience) + discretionary  bonus
• PTO: 3 weeks/year Vacation, 2 weeks/year Sick Leave
• 10 paid Company Holidays, 2 Personal Days, 2 Floating Holidays
• Benefits- Medical, Dental, Vision, 401K
• Hybrid work schedule offered (1 day/week onsite) 
• Location: Roseville or Dublin, California 
• No billable hours

#LI-ET1

The premier specialist in workers’ compensation and a leader in property and casualty insurance is seeking a Senior Trial Attorney to join their growing team in Los Angeles, California! 

Essential Duties and Responsibilities: 

• Handle highly complex workers' compensation cases under the state administrative process (trial level).
• Take depositions, analyze testimony, prepare and file related reports.
• Represent the Company in appearances at hearings and conferences; prepare and file related reports.
• Research and prepare highly complex pleadings for cases under the, state administrative process (trial level).
• Provide advice, training, and recommendations on case handling strategies and tactics to representatives of the Claims department.
• Perform legal research at all levels, from advising clients through the appellate procedures.

Education and/or Experience: 

• Juris Doctorate Law school graduate and member in good standing of the State Bar required
• 7+ Years as a Trial Attorney for legal defense of workers' compensation claims required
• Ability to communicate both orally and in writing, in an articulate, persuasive, precise and professional manner.
• Experience with training small groups in current legal practices and procedures in the field of workers’ compensation defense and subrogation.
• Must be willing and able to travel using all means of public transportation, as well as automobile driving, to various California venues when live appearances are requested or required
• Valid Driver License in good standing 

Salary/Benefits:

• $180K-$200K/year (based on experience) + discretionary  bonus
• PTO: 3 weeks/year Vacation, 2 weeks/year Sick Leave
• 10 paid Company Holidays, 2 Personal Days, 2 Floating Holidays
• Benefits- Medical, Dental, Vision, 401K
• Hybrid work schedule offered (1 day/week onsite) 
• Location: Woodland Hills/Los Angeles, California 
• No billable hours

#LI-ET1