Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. You will manage a $2.5 million premium book of business, primarily focusing on personal lines such as home, auto, umbrella, and fire insurance. If you are customer service-oriented, reliable, and thrive in a laid-back yet professional environment, we encourage you to apply.

Compensation Package

• Salary Range: $70,000 - $85,000 annually (based on experience)
• Work Schedule: 8:00 AM - 5:00 PM

Responsibilities

• Provide exceptional customer service to clients, ensuring their needs are met with professionalism and efficiency.
• Manage renewals, endorsements, certificates of insurance (COIs), and cross-selling opportunities.
• Handle a book of business consisting of standard market accounts, with some high-net-worth clients.
• Collaborate with the team to ensure seamless service delivery and client satisfaction.
• Assist with quoting new and renewal business, with a primary focus on renewals.
• Proactively identify opportunities to bring in new business.

Qualifications/Requirements

• Licensing: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 2 years in an independent brokerage setting.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills:
  • Strong customer service orientation with a warm and personable demeanor.
  • Reliable and dependable with excellent organizational skills.
  • Ability to work collaboratively in a team-oriented environment.
  • Strong communication skills and attention to detail.
  • A proactive approach to problem-solving and client engagement.

#LI-CW5

Administrative Support

Job Summary

Seeking a dedicated and detail-oriented Administrative Support professional to join a team. This role is ideal for someone who thrives in a collaborative environment and is passionate about providing exceptional support to producers. The position is based in-office and offers flexibility with part-time (20-25 hours per week). You will play a pivotal role in ensuring the smooth operation of our agency by handling administrative tasks, allowing our producers to focus on sales.

Compensation Package

• Salary Range: $45,000 - $55,000 annually (for full-time employment)

Responsibilities

• Provide comprehensive administrative support to two producers
• Manage certificates, payments, and other administrative tasks to streamline operations
• Ensure timely and accurate handling of client requests and documentation
• Maintain organized records and assist with day-to-day office operations
• Act as a reliable point of contact for internal and external communications

Qualifications/Requirements

• Must hold a valid insurance license
• Prior experience in personal lines and small commercial insurance is highly desirable
• Strong organizational and multitasking skills
• Excellent communication and interpersonal abilities
• Proficiency in office software and tools
• A proactive and self-motivated approach to work

#LI-TR2

CGL Senior Litigation Specialist (Remote)

Job Summary

Seeking a highly skilled and experienced CGL Senior Litigation Specialist to join a team. This is a fully remote position that offers an exciting opportunity to manage a 100% litigated desk, focusing on complex commercial general liability (CGL) claims. The ideal candidate will have a strong background in handling heavy construction claims, including bodily injury, product liability, and premises liability, with reserve authority in the $200K range. This role is perfect for a seasoned professional with a carrier background and nationwide exposure.

Compensation Package

• Salary: Up to $145,000+ annually (DOE)
• Profit Sharing: 5-11% in lieu of 401(k) match
• Discretionary Bonus: 10-15%
•  

Responsibilities

As a CGL Senior Litigation Specialist, you will:

• Manage a caseload of 100-125 primarily litigated commercial third-party general liability claims.
• Review and set up new loss assignments promptly, ensuring compliance with department guidelines and best practices.
• Establish and regularly evaluate loss and expense reserves for adequacy and accuracy.
• Analyze and interpret policy language to make appropriate coverage decisions.
• Draft complex coverage correspondence, including reservation of rights and coverage disclaimers, in compliance with state statutes and regulations.
• Proactively manage claim files from inception to closure, including investigation, evaluation, and resolution.
• Document all claim file activity, including strategies and plans of action.
• Direct and control activities and costs of external vendors, including defense counsel, coverage counsel, experts, and independent adjusters.
• Prepare and present detailed loss reports and participate in roundtable discussions with peers and management.
• Obtain and maintain required state adjuster licenses and comply with continuing education requirements.
• Serve as a technical resource within the department, mentoring and sharing knowledge with colleagues.
• Participate in cross-departmental projects, audits, workshops, and task forces as needed.

Qualifications/Requirements

• Extensive experience in handling complex claims and litigation, particularly in CGL (bodily injury, product liability, premises liability).
• Reserve authority experience in the $200K range.
• Strong carrier background; E&S experience is a significant plus.
• Licenses in at least Florida and Texas, with additional licenses and nationwide exposure preferred.
• Exceptional communication skills, both written and verbal.
• Ability to manage a high-volume caseload in a fast-paced, paperless environment.
• Strong analytical, negotiation, and decision-making skills.
• Proficiency in managing external vendors and legal counsel.
• Must not have a background primarily in personal lines, auto, property, or TPA-heavy roles.

#LI-RG1

Commercial Lines Assistant Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Assistant Account Manager to join a dynamic team. This role offers a unique opportunity to work in a collaborative and respectful environment where teamwork is highly valued. As part of a growing organization, you will play a key role in supporting various projects and teams, particularly in the contractors and construction niche.

Compensation Package

• Salary Range: $58,000 - $75,000 annually

Responsibilities

• Serve as a floater, assisting with various projects and teams as needed
• Provide support for medium to large construction accounts
• Collaborate with Account Managers and other team members to ensure client satisfaction
• Utilize EPIC software to manage accounts and maintain accurate records
• Assist in quoting new and renewal business as required

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required; additional designations are highly valued
• Experience: Minimum of 2 years of experience working on medium to large construction accounts
• Technical Skills: Proficiency in EPIC software is required
• Soft Skills:
  • Strong teamwork and collaboration abilities
  • Excellent attention to detail
  • Effective communication skills
  • Adaptability and flexibility in handling multiple tasks
  • Strong organizational skills

#LI-CD3

Employee Benefits Account Manager (Remote Opportunity)

Job Summary

Seeking a highly motivated and detail-oriented Employee Benefits Account Manager (EBAM) to join a well-respected employee benefits brokerage team. As part of a dynamic and collaborative team, you will manage a portfolio of small group accounts, ensuring exceptional client service and seamless account management. This is an excellent opportunity for a professional with a passion for employee benefits and a commitment to excellence.

Compensation Package

• Salary Range: $65,000 - $75,000 annually
• Benefits: Comprehensive benefits package, including health insurance

Responsibilities

• Manage a portfolio of small group accounts (primarily groups of 50-100 employees, with some smaller groups of 2-19 employees).
• Handle renewals, light open enrollment presentations, enrollments, and claims.
• Quote new and renewal business, ensuring accuracy and timeliness.
• Provide exceptional client service by addressing inquiries, resolving issues, and maintaining strong client relationships.
• Collaborate with internal teams to ensure seamless account management and client satisfaction.
• Utilize Zywave Brokerage Builder software (transitioning to BenefitPoint next year) to manage client accounts and documentation.
• Maintain responsiveness and professionalism in all client and team communications.

Qualifications/Requirements

• Licensure: Active Life & Health (L&H) license required.
• Experience: Minimum of 2 years of experience in employee benefits account management or a related field.
• Technical Skills: Proficiency in Zywave Brokerage Builder or similar software preferred; willingness to transition to BenefitPoint.
• Knowledge: Familiarity with fully insured and level-funded plans (95% of accounts are fully insured).
• Soft Skills: Strong organizational skills, attention to detail, and the ability to manage multiple priorities.
• Professionalism: Responsiveness, timely communication, and adherence to professional etiquette (e.g., sending thank-you notes, responding promptly to assessments).

#LI-JN4

Employee Benefits Account Manager (Remote - California)

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a team. This role focuses on managing small group, fully insured accounts, with a book of business consisting of 35 groups. The ideal candidate will have a strong background in employee benefits, excellent customer service skills, and the ability to handle renewals, marketing, benefit design, and open enrollment processes.

Compensation Package

• Salary Range: $65,000 - $75,000 annually

Responsibilities

• Manage a book of business consisting of 35 small group accounts (2-75 lives).
• Handle renewals, marketing, and benefit design for clients.
• Coordinate and conduct open enrollment meetings.
• Provide exceptional customer service and maintain strong client relationships.
• Collaborate with the team to ensure seamless service delivery.

Qualifications/Requirements

• Licenses/Certifications: Active Life and Health license is required.
• Experience:
  • Minimum of 2 years of experience in an independent brokerage setting.
  • Strong understanding of fully insured, small group employee benefits.
• Skills:
  • Reliable and customer service-focused.
  • Excellent communication and interpersonal skills.
  • Ability to work independently in a remote environment.
• Technical Proficiency: Familiarity with relevant software tools is a plus.

#LI-CW5

Account Managers, Senior Account Managers, and Account Executives

Job Summary

Seeking talented and motivated professionals to join a growing Employee Benefits Department. We are currently hiring for multiple roles, including Account Managers (AMs), Senior Account Managers (Senior AMs), and Account Executives (AEs). This is an exciting opportunity to work with a dynamic team in a fast-paced environment, managing a book of business with a revenue size of $500,000. Our department is expanding, and we are looking for individuals who are passionate about delivering exceptional service and contributing to our continued growth.

Compensation Package

• Account Manager (AM): $70,000 - $80,000
• Senior Account Manager (Senior AM) / Account Executive (AE): Up to $120,000
•  

Responsibilities

• Manage a book of business with a revenue size of $500,000, consisting of mid-market groups with a few hundred lives.
• Handle 10 groups, with the potential to grow to 12 during renewal season.
• Provide exceptional service to clients, ensuring their needs are met and expectations exceeded.
• Collaborate with the producer and servicing representatives to deliver tailored solutions for clients.
• Assist with presentations and client meetings, particularly for Senior AMs and AEs.
• Utilize EPIC (required) and Employee Navigator (preferred) systems to manage accounts and streamline processes.
• Focus on level-funded and fully insured lines, with limited self-funded lines.

Qualifications/Requirements

• Experience:
  • Proven experience in employee benefits, account management, or a related field.
  • For Senior AMs and AEs, demonstrated ability to handle larger accounts and lead client presentations.
• Technical Skills:
  • Proficiency in EPIC is required.
  • Familiarity with Employee Navigator is preferred.
• Skills and Attributes:
  • Strong organizational and communication skills.
  • Ability to build and maintain strong client relationships.
  • Detail-oriented with excellent problem-solving abilities.
  • Team player with a proactive and collaborative approach.
• Flexibility:
  • Willingness to travel locally with the main producer for client presentations (for candidates earning above $100,000).

#LI-ML1

Commercial Insurance Inside Sales/Placement Specialist

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

The ideal candidate will have the following qualifications:

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Responsible for retention of all accounts assigned to them.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

#LI-BJ1

Commercial Insurance Senior Account Manager

Job Summary

Seeking a highly skilled and motivated Commercial Insurance Senior Account Manager to join a team at an independent insurance agency. This is a full-time, in-office position requiring a dedicated professional with a proven track record in managing commercial lines accounts. The successful candidate will oversee a robust book of business, supported by a full-time assistant, and will play a key role in maintaining and growing client relationships.

Compensation Package

• Salary: $75,000 - $100,000 per year (commensurate with experience) + End-of-Year Bonus Potential, Commission, and performance bonuses
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a generalist commercial lines book of business, with a focus on transportation-heavy accounts.
• Handle daily account management tasks, including adding vehicles, locations, endorsements, and light certificate work.
• Review and check policies for accuracy and compliance.
• Quote new and renewal business as needed.
• Build and maintain strong client relationships, ensuring high levels of customer satisfaction.
• Collaborate with a full-time assistant to ensure efficient and effective account management.

Qualifications/Requirements

• Active Property & Casualty (P&C) License.
• Minimum of 5 years of experience in a similar role, with a strong background in commercial insurance account management.
• Proficiency in AMS360 software.
• Exceptional organizational and communication skills, with the ability to follow directions and manage multiple tasks effectively.
• A proven track record of successfully managing a book of business, ideally with accounts generating approximately $1 million in revenue.
• Strong attention to detail and a commitment to providing excellent customer service.

#LI-CS1