Personal Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Personal Lines Account Manager to join a team. The ideal candidate will have a strong background in personal lines account management and a proven ability to manage a book of business independently. If you are a detail-oriented professional with excellent communication and client service skills, we encourage you to apply.

Compensation Package

• Salary: Up to $68,000 annually

Responsibilities

• Manage a portfolio of personal lines accounts with a high degree of independence and professionalism.
• Provide exceptional client service by addressing inquiries, resolving issues, and ensuring client satisfaction.
• Utilize EPIC software to maintain accurate and up-to-date client records.
• Collaborate with team members to ensure seamless service delivery and account management.
• Stay informed about industry trends and changes to provide clients with the best possible advice and solutions.

Qualifications/Requirements

• Experience: Minimum of 5 years in personal lines account management.
• Technical Skills: Proficiency in EPIC software is required.
• Soft Skills:
  • Strong communication skills.
  • Exceptional organizational skills and attention to detail.
  • Ability to work independently while managing a personal lines book of business.
  • Team-oriented mindset with a collaborative approach.
  • Strong client service and relationship-building skills.

#LI-AK2

Personal Lines Account Manager

Job Summary

Seeking a dedicated and professional Personal Lines Account Manager to join a team. This role is integral to maintaining and enhancing client relationships, ensuring seamless communication with insurance carriers, and delivering exceptional service. The ideal candidate will possess a strong background in personal lines insurance, a proactive attitude, and a commitment to excellence.

Compensation Package

• Salary Range: $45,000 - $55,000 annually
• Benefits: Comprehensive benefits package available

Responsibilities

• Build and maintain strong working relationships with clients, prospects, and insurance carriers through phone, email, and written communication.
• Provide support to teammates by following up with clients and prospects.
• Research and resolve coverage-related questions.
• Respond promptly to client needs via phone or electronic communication.
• Maintain accurate client files and process routine correspondence using various software programs.
• Prioritize and process client service requests, ensuring timely submission to insurance carriers.
• Handle financial transactions on the day they are received.
• Review and process policy renewals at least 60 days prior to expiration.
• Manage and process underwriting memos daily.
• Conduct account remarketing as needed.
• Perform data entry and other administrative tasks.
• Submit change requests, cancellation requests, and other transactions electronically or via the internet.
• Identify and cultivate new opportunities for additional lines of insurance through consultative selling.
• Foster positive working relationships with clients and team members, maintaining a professional and positive attitude.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of experience in personal lines insurance preferred.
• Software Proficiency: Familiarity with AMS 360 is highly desirable.
• Soft Skills:
  • Professional demeanor
  • Accountability and reliability
  • Strong teamwork and collaboration skills

#LI-BC2

Personal Lines Producer

Job Summary

Seeking a motivated and tech-savvy Personal Lines Producer to join a dynamic team. This role is ideal for individuals who thrive in a fast-paced, phone-sales environment and are passionate about providing exceptional service to clients. You will be responsible for generating new business through cold-calling, dealership leads, and leveraging warm leads from an extensive network.

Compensation Package

• Base Salary: $40,000 - 50,000 annually
• Commission:
  • commission on new business
  • commission on renewals
• Benefits:
  • Comprehensive Medical, Dental, and Vision plans available
  • 401(k) plan

Responsibilities

• Generate new business through cold-calling, dealership leads, and warm leads from our network.
• Provide quotes for new business across various personal lines, including Home, Auto, Umbrella, and Recreational Lines.
• Utilize multiple systems, including Salesforce, carrier portals, and EPIC, to manage client information and sales processes.
• Collaborate with the team to meet and exceed sales targets.
• Maintain a high level of professionalism and customer service in all interactions.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience: Open to varying levels of experience; coachability and a willingness to learn are key.
• Technical Skills: Must be tech-savvy and comfortable using multiple systems (Salesforce, EPIC, carrier portals).
• Sales Skills: Strong phone-sales skills with the ability to multitask and thrive in a fast-paced environment.
• Personal Attributes: Self-motivated, adaptable, and eager to contribute to a team-oriented culture.

#LI-CS1

Personal Lines Account Manager
Location | Morris County
Schedule | Hybrid

Successful independent insurance brokerage is seeking to add a Personal Lines Account Manager to an expanding, professional team.

Competitive base salary between $50k-$65k with the ability for commission and fast promotion based on performance and knowledge

Hybrid schedule 2 days in office after training

Duties:

• Help advise, analyze, retain, service, market and round-out coverage needs for assigned customers
• Handle new/renewal business

Qualifications:

• At least 2+ years’ experience with retail agency or similar personal lines business.
• Experience with a variety of major insurance carriers.
• Current Property & Casualty License
• Ability to work independently and as part of a team
• Customer service focused
• Ability to work in a fast paced environment
• Experienced with Applied Epic software

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.

Controller – P&C Insurance

Job Summary

A leading Property & Casualty insurance carrier is seeking an experienced Controller to oversee Corporate Accounting and Premium Accounting functions. This role will be responsible for the accurate and timely preparation of financial reporting, including statutory and GAAP financial statements, FP&A, budgeting, forecasting, tax, treasury, and audit activities. The Controller will also oversee premium accounting operations, including cash receipts, refunds, commissions, and related cash processing activities. This position will play a key role in partnering with senior leadership on financial strategy, operational performance, and business planning.

This role requires strong Property & Casualty insurance accounting experience and a deep understanding of statutory accounting.

Location: Onsite in either Orlando or Sarasota, Florida

Key Responsibilities

• Oversee the preparation, review, and timely submission of monthly, quarterly, and annual financial statements on both a statutory and GAAP basis.
• Prepare and/or review annual consolidated GAAP financial statements, statutory financial statements, and related footnote disclosures.
• Lead and serve as the primary accounting contact for annual external audits and examinations.
• Partner with internal audit and external auditors to support audit activities, reviews, and remediation efforts.
• Ensure proper accounting for reinsurance contracts and timely collection of reinsurance recoveries.
• Support the analysis and evaluation of reinsurance strategies.
• Ensure timely and accurate submission of regulatory and financial reports to applicable agencies and financial institutions.
• Prepare and review FP&A reporting to evaluate financial and operational performance and support strategic decision-making.
• Partner with Finance leadership and the executive team to analyze business performance and support long-term financial planning.
• Support the development, review, and compliance of Managing General Agency agreements and related financial requirements.
• Partner with department leaders to develop, implement, and maintain cost center budgets.
• Monitor actual results against budgets and forecasts and provide analysis of significant variances.
• Oversee accounting systems, processes, and internal controls to ensure the integrity and accuracy of financial data.
• Review monthly budget-to-actual reporting and provide meaningful financial analysis to leadership.
• Oversee cash processing, lockbox functions, and related treasury activities.
• Monitor and forecast cash activity to ensure appropriate liquidity and cash flow.
• Oversee the preparation and review of quarterly and annual tax provisions.
• Ensure accurate and timely federal and state income tax reporting.
• Identify opportunities for cost savings, efficiency improvements, and cost containment.
• Lead or participate in special projects, financial analyses, and other strategic initiatives as needed.
• Provide timely and accurate financial information and analysis to Finance leadership and executive management.

Qualifications & Requirements

• Bachelor’s degree in Accounting, Finance, or a related field required.
• CPA preferred.
• MBA or Master’s degree in Accounting or Finance is highly valued.
• 7+ years of progressive accounting experience.
• 5+ years of Property & Casualty insurance accounting experience required.
• 4+ years of management/supervisory experience.
• In-depth knowledge of statutory accounting principles and P&C insurance accounting practices required.
• Strong working knowledge of GAAP and regulatory accounting requirements.
• Demonstrated experience with statutory and GAAP financial reporting, including annual statutory filings and related disclosures.
• Strong knowledge of general ledger accounting, financial statements, FP&A, investments, income tax, treasury, and cash management.
• Strong understanding of insurance-specific accounting and financial reporting requirements.
• Advanced proficiency with Microsoft Excel, PowerPoint, and Word.
• Experience with financial reporting systems and accounting software.
• Crystal Reports experience is a plus.
• Strong analytical, problem-solving, organizational, and strategic thinking skills.
• Proven ability to lead, mentor, and develop accounting professionals.
• Ability to take ownership of projects and responsibilities while managing multiple priorities in a fast-paced environment.

Compensation

Base Salary: $150,000 – $170,000

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-ET1

Personal Insurance Account Manager 

Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross-selling opportunities, and provide exceptional customer service for personal lines customers.

Qualifications:

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

Requirements: 

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

#LI-IP1

Company Overview

Our client is a respected third-party administrator (TPA) providing comprehensive claims management solutions to commercial clients nationwide. They are seeking a Senior Commercial General Liability Claims Examiner to handle complex liability claims with a focus on habitational and commercial real estate exposures.

COMPENSATION:

• $82,000 - $92,000/year (based on experience)
• Comprehensive benefits package including medical, dental, vision, and 401(k)
• Paid time off and paid holidays
• Fully remote work environment with flexibility

JOB QUALIFICATIONS:

• 5+ years of Commercial General Liability claims handling experience
• Demonstrated experience handling habitational and/or commercial real estate liability claims
• Prior experience working for a TPA or in a high-volume commercial claims environment preferred
• Strong litigation management and settlement negotiation skills
• Ability to independently manage a full caseload with minimal supervision

JOB RESPONSIBILITIES:

• Independently manage complex Commercial General Liability (CGL) claims, including litigated matters
• Handle claims arising from habitational and commercial real estate exposures (e.g., apartments, condos, mixed-use properties, office buildings)
• Conduct thorough investigations including coverage analysis, liability evaluation, and damages assessment
• Establish and manage reserves in accordance with client guidelines and best practices
• Coordinate with defense counsel on litigated claims, including strategy, discovery, and settlement evaluation
• Evaluate and negotiate settlements within assigned authority
• Communicate effectively with insureds, claimants, attorneys, and clients
• Ensure compliance with applicable jurisdictional regulations and client-specific service instructions
• Document claim activity accurately and timely within the claims management system
• Identify subrogation opportunities and potential fraud indicators

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-MW1

Company Overview

Our client is a respected third-party administrator (TPA) providing comprehensive claims management solutions to commercial clients nationwide. They are seeking a Senior Commercial General Liability Claims Examiner to handle complex liability claims with a focus on habitational and commercial real estate exposures.

COMPENSATION:

• $82,000 - $92,000/year (based on experience)
• Comprehensive benefits package including medical, dental, vision, and 401(k)
• Paid time off and paid holidays
• Fully remote work environment with flexibility

JOB QUALIFICATIONS:

• 5+ years of Commercial General Liability claims handling experience
• Demonstrated experience handling habitational and/or commercial real estate liability claims
• Prior experience working for a TPA or in a high-volume commercial claims environment preferred
• Strong litigation management and settlement negotiation skills
• Ability to independently manage a full caseload with minimal supervision

JOB RESPONSIBILITIES:

• Independently manage complex Commercial General Liability (CGL) claims, including litigated matters
• Handle claims arising from habitational and commercial real estate exposures (e.g., apartments, condos, mixed-use properties, office buildings)
• Conduct thorough investigations including coverage analysis, liability evaluation, and damages assessment
• Establish and manage reserves in accordance with client guidelines and best practices
• Coordinate with defense counsel on litigated claims, including strategy, discovery, and settlement evaluation
• Evaluate and negotiate settlements within assigned authority
• Communicate effectively with insureds, claimants, attorneys, and clients
• Ensure compliance with applicable jurisdictional regulations and client-specific service instructions
• Document claim activity accurately and timely within the claims management system
• Identify subrogation opportunities and potential fraud indicators

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-MW1

Senior Complex Claims Specialist

Job Summary
Seeking an experienced Senior Complex Claims Specialist to oversee large exposure and complex general liability, auto liability, and trucking claims. This role focuses on managing claims handled by third-party administrators (TPAs) while supporting internal stakeholders and ensuring effective resolution strategies. The position does not include direct staff management but requires oversight of the claims process and TPA performance.

Responsibilities

• Provide technical oversight on high-exposure and complex claims, ensuring timely resolution and superior outcomes.
• Collaborate with TPA staff, Claim Account Managers, underwriters, legal teams, and internal stakeholders to execute claim strategies.
• Communicate effectively with insureds and brokers, delivering exceptional customer service.
• Conduct coverage analysis, investigations, liability and damage evaluations, and reserve setting within granted authority.
• Manage litigation, vendors, settlement negotiations (including structured settlements), and overall claim resolution.
• Maintain accurate claim file documentation, coding, and diary management.
• Partner with defense and coverage counsel to develop litigation strategies, manage budgets, and review legal invoices.
• Prepare timely claim reporting and updates for management and business stakeholders.
• Participate in mediations, trials, and related proceedings.
• Ensure compliance with state adjuster licensing requirements.
• Support TPA oversight, including staff training, best practice sharing, claim audits, file reviews, and regular meetings.

Qualifications/Requirements

• Juris Doctorate degree preferred.
• Minimum of 10 years of commercial general/auto liability claims experience, including complex and large-exposure files, or equivalent law firm insurance defense/coverage experience.
• Experience with trucking, construction, or emergency services/medical professional liability claims preferred.
• Prior TPA management or oversight experience preferred.
• Strong negotiation, analytical, and problem-solving skills.
• Excellent written and verbal communication, collaboration, and interpersonal abilities.
• Proven ability to manage complex information, distill key issues, and present concise recommendations.
• Skilled in leading strategic discussions and making cost-effective decisions.
• Highly adaptable, independent, and team-oriented.
• Proficiency with Microsoft Excel, PowerPoint, and Word.
• Willingness & ability to travel up to 10% of the time.

Compensation Package

• Compensation: Between $160K–$180K (based on experience).
• 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.

#LI-MW1