Associate Actuary/Actuary, Capital Management

Position Summary

Our client is seeking an Associate Actuary or Actuary to join its Capital Management team. This role will support strategic financial initiatives by evaluating reinsurance transactions, capital deployment opportunities, and other corporate financing strategies. The successful candidate will develop and interpret actuarial models, assess the financial impact of transactions, and collaborate with Finance, Pricing, and senior leadership to optimize capital efficiency and support key business decisions.

Key Responsibilities

• Support and lead reinsurance and capital management transactions from analysis through execution.
• Evaluate the impact of transactions across statutory, GAAP, economic capital, and other financial frameworks.
• Develop pricing analyses, financial projections, scenario testing, and stress testing for strategic initiatives.
• Build and enhance actuarial models supporting capital management, reinsurance, and risk transfer strategies.
• Partner with cross-functional teams to align modeling assumptions and transaction structures.
• Present findings and recommendations to senior leadership and support strategic decision-making.
• Identify opportunities to improve capital efficiency and enhance actuarial modeling processes.

Qualifications

• ASA or FSA designation required.
• 6+ years of actuarial experience within life insurance, reinsurance, or a related field.
• Experience with actuarial modeling, capital management, reinsurance, or corporate development.
• Strong analytical, modeling, and communication skills.
• Experience with actuarial projection software and advanced Excel skills; familiarity with modern data and automation tools is preferred.
• Ability to manage multiple priorities and communicate complex concepts to both technical and non-technical audiences.

Compensation

• $125,000–$180,000 base salary, plus comprehensive benefits and potential incentive compensation.

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Actuary – Inforce Management

Position Summary

Our client is seeking an experienced Actuary – Inforce Management to support the profitability and long-term performance of its life and annuity business. This individual will lead inforce management initiatives, perform actuarial analysis, and partner with cross-functional teams to drive strategic business decisions.

Key Responsibilities

• Lead experience studies, assumption development, and rate recommendations.
• Analyze inforce business performance and provide actionable business insights.
• Support profitability initiatives, reinsurance analyses, and strategic projects.
• Collaborate with Product, Finance, Investments, and other business partners.
• Provide actuarial support for regulatory filings and compliance.
• Manage and mentor actuarial team members while driving process improvements.

Qualifications

• Bachelor's degree in Actuarial Science, Mathematics, Statistics, Finance, or a related field.
• ASA or FSA with a minimum of 7 years of actuarial experience.
• Strong analytical, communication, and leadership skills.
• Experience with actuarial modeling, pricing, assumption development, and financial reporting.
• Working knowledge of statutory, GAAP, tax, and regulatory requirements.

Compensation

• $140,000–$210,000 base salary, plus comprehensive benefits and potential incentive compensation.

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Our client is seeking a P&C licensed, dedicated, and proactive Commercial Insurance Account Executive to join their team.

Job Summary

We are seeking a dynamic and experienced Commercial Lines Producer to join our growing team. The ideal candidate will have a strong background in insurance sales and a passion for building client relationships. As a Commercial Lines Producer, you will be responsible for generating new business opportunities, cultivating leads, and delivering exceptional service to commercial clients.

Responsibilities

• Identify and pursue new business opportunities in the commercial insurance market.
• Build and maintain strong relationships with clients, understanding their unique needs and delivering tailored insurance solutions.
• Collaborate with underwriters to negotiate terms and coverage options for clients.
• Stay informed about industry trends, regulatory changes, and market conditions to provide clients with up-to-date advice.
• Actively participate in networking events and industry conferences to expand your professional connections and generate leads.
• Prepare and present proposals, explaining coverage details and terms to potential clients.
• Ensure compliance with all applicable regulations and internal policies.

Qualifications/Requirements

• Proven experience as an Insurance Producer or similar role, with a strong track record of successful sales in the commercial insurance industry.
• Deep understanding of commercial insurance products, policies, and regulations.
• Excellent communication and negotiation skills, with the ability to build rapport and trust with clients.
• Strong business acumen and a results-driven mindset, with the ability to meet and exceed sales targets.
• 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.

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Personal Lines Producer

Job Summary

Seeking a motivated and results-driven Personal Lines Producer to join a growing team. This role is ideal for a sales professional who is eager to build a rewarding career in the insurance industry. As a Personal Lines Producer, will focus on selling standard personal lines insurance accounts, leveraging your sales expertise to develop new business opportunities.

Compensation Package

• Base Salary: $65,000 - $75,000 annually
• Commission: 40% on new business only
• Benefits: Comprehensive benefits package

Responsibilities

• Develop and grow a book of business from scratch, focusing on personal lines insurance accounts ranging from $1,000 to $15,000 in size.
• Actively engage in referral calls, networking events, and business/chamber meetings to generate leads and build relationships.
• Collaborate with internal teams to ensure seamless quoting and onboarding of new clients.
• Maintain a high level of professionalism and customer service to foster long-term client relationships.
• Utilize EPIC software to manage accounts and streamline processes.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years of sales experience preferred; prior insurance experience is not required as training will be provided.
• Skills: Strong networking, relationship-building, and communication skills. A self-starter with a hunter mentality who thrives in a sales-driven environment.
• Technical Proficiency: Familiarity with EPIC software is a plus.
• Work Environment: Hybrid schedule (3 days in-office, 2 days remote). Must be available for networking and business meetings as required.

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Commercial Lines Service Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Service Manager to join a team. This role involves managing a portfolio primarily consisting of churches, non-profits, and faith-based organizations such as schools. While a background in church or faith-based organizations is not required, candidates should be comfortable working with clients in this sector.

Compensation Package

• Salary Range: $105,000 - $130,000 annually
• Benefits:
  • 100% employer-paid health insurance for employees (partial coverage for dependents)
  • 3% IRA match
• Additional Perks:
  • Commission opportunities for candidates with a sales component

Responsibilities

• Manage and service a portfolio of commercial lines clients, with a focus on churches, non-profits, and faith-based organizations.
• Utilize Applied Epic software to handle client accounts efficiently.
• Build and maintain strong relationships with clients, ensuring their insurance needs are met with professionalism and care.
• Collaborate with internal teams to provide exceptional service and resolve client inquiries.
• Stay updated on industry trends and regulations to provide informed advice to clients.
• Participate in virtual and in-person meetings as required.

Qualifications/Requirements

• Required: Proficiency in Applied Epic software.
• Preferred: Experience with Erie Insurance.
• Minimum of 3-5 years of experience in commercial lines insurance.
• Strong organizational and communication skills.
• Ability to work independently and collaboratively in a hybrid or remote environment.
• Comfortable working with clients in the faith-based sector.
• Reside within 45 minutes of the Harrisburg/Mechanicsburg area (preferred).

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Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Manager to join a dynamic and growing team. This is an exciting opportunity to work with a well-established agency looking for a professional who thrives in a collaborative environment and is passionate about delivering outstanding service to clients.

Compensation Package

• Salary Range: $85,000 - $100,000 annually, commensurate with experience
• Benefits: Comprehensive benefits package, including health, dental, and vision insurance

Responsibilities

• Manage a generalist book of middle-market accounts, focusing on Executive Risk lines (D&O, EPLI, Cyber, Crime, etc.)
• Quote and process new and renewal business, ensuring accuracy and timeliness
• Collaborate with Account Executives, Assistants, and Producers to deliver exceptional client service
• Utilize EPIC software to manage client accounts and documentation
• Provide expert guidance and support to clients on their insurance needs, ensuring comprehensive coverage and risk management solutions
• Stay updated on industry trends and regulatory changes to better serve clients

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required
• Experience: Minimum of 5 years of experience in Professional Lines (D&O, EPLI, Cyber, Crime, etc.)
• Technical Skills: Proficiency in EPIC software preferred
• Education: Bachelor’s degree or equivalent experience in insurance or a related field
• Soft Skills:
  • Strong communication and interpersonal skills
  • Detail-oriented with excellent organizational abilities
  • Ability to work collaboratively in a team environment
  • Problem-solving mindset with a proactive approach
  • Commitment to delivering exceptional client service

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Commercial Lines Producer – Small Market (Generalist)

Job Summary

Seeking a motivated and experienced Commercial Lines Producer to join a team. This role is ideal for a professional with a strong background in commercial insurance, a proven track record in sales. If you are a self-starter who thrives in a dynamic environment and values mentorship without micromanagement, we encourage you to apply.

Compensation Package

• Base Salary: $65,000 - $120,000 (dependent on experience and performance)
• Commission Structure:
  • Year 1: Base salary + percentage on new business
  • Year 2: Reduced base salary with increased focus on new business and renewals
  • Year 3: Further reduced base salary with higher emphasis on new business and renewals
• Comprehensive benefits package and opportunities for professional growth.

Responsibilities

• Develop and maintain a book of business by identifying and pursuing new commercial insurance opportunities.
• Build and nurture strong relationships with clients, prospects, and industry connections within the San Antonio area.
• Provide exceptional service to clients, ensuring their needs are met and their expectations exceeded.
• Collaborate with service teams to manage and grow your book of business effectively.
• Meet or exceed sales goals and contribute to the overall success of the team.

Qualifications/Requirements

• Minimum of 4 years of experience in commercial insurance sales or a related field.
• Proven track record of achieving sales targets, with documentation of sales performance over the past three years (e.g., pay stubs or other proof of sales).
• Familiarity with the San Antonio market and the ability to leverage local connections to drive business growth.
• Strong interpersonal and communication skills, with the ability to build trust and rapport with clients and colleagues.
• Self-motivated and capable of working independently without the need for micromanagement.
• Resides within a 20-30 minute commute of the office to accommodate potential future hybrid work arrangements.

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Personal Lines Producer

Job Summary

Seeking a motivated and experienced Personal Lines Producer to join a dynamic team. The ideal candidate will have a proven track record in personal lines insurance sales, ability to work independently without micromanagement. If you are a self-starter with a passion for building client relationships and driving results, we encourage you to apply.

Compensation Package

• Base Salary + Commission Structure: $50,000 - $100,000 annually
  • Year 1: Base salary plus a percentage on new business.
  • Year 2: Reduced base salary with increased earnings from new business and renewals.
  • Year 3: Further reduced base salary with a focus on new business and renewal commissions.

Responsibilities

• Drive sales of personal lines insurance products, including standard and high-value policies.
• Build and maintain strong client relationships within the San Antonio area.
• Manage and grow a book of business, with the option to service your accounts or focus solely on sales.
• Collaborate with internal teams to ensure seamless client service and satisfaction.
• Meet or exceed sales targets and contribute to the overall success of the team.

Qualifications/Requirements

• Minimum of 4 years of experience in personal lines insurance sales.
• Proven sales performance with documentation of results from the past three years (e.g., pay stubs).
• Strong knowledge of the San Antonio market and ability to leverage local connections.
• Stable employment history with demonstrated tenure in previous roles.
• Self-motivated and capable of working independently without the need for micromanagement.
• Resides within a 20-30 minute commute of the office for potential future hybrid work arrangements.

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Commercial Insurance Producer

Job Summary

Seeking a motivated and experienced Commercial Insurance Producer to join a growing team. This role is pivotal in driving new business opportunities and maintaining strong relationships with clients. The ideal candidate will have a proven track record in selling property and casualty insurance, with a focus on accounts generating $15,000 or more in revenue.

Compensation Package

• Base Salary: $65,000 - $95,000 annually
• Commission Structure:
  • 40% commission on revenue up to $100,000
  • 50% commission on revenue between $100,000 and $125,000
  • 60% commission on revenue exceeding $125,000
• Comprehensive benefits package
• Opportunities for professional growth and development

Responsibilities

• Generate new business through referrals, cold calling, networking, and attending business and chamber meetings.
• Build and maintain strong relationships with clients to ensure long-term partnerships.
• Identify and pursue property and casualty accounts with a focus on accounts generating $15,000+ in revenue.
• Collaborate with the team to meet sales targets and contribute to the company’s growth.
• Utilize EPIC software to manage accounts and streamline processes.

Qualifications/Requirements

• Licenses/Designations: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 3 years of experience in commercial insurance sales.
• Proficiency in EPIC software is preferred.
• Strong communication, networking, and relationship-building skills.
• Self-motivated, goal-oriented, and able to work independently.
• Flexibility to attend occasional in-person meetings or events as needed.

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