Job Title: Insurance Accounting Specialist (Accounts Payable & Commissions)

Job Summary

An established and growing insurance organization is seeking an experienced Insurance Accounting Specialist to support core payable and commission accounting functions across one or more agency entities. This senior individual contributor role is responsible for vendor payables, producer commissions, and agency bill transactions while ensuring compliance with internal controls, carrier requirements, and audit standards. The position requires strong insurance agency accounting experience and hands-on proficiency with Applied Epic, with the ability to independently manage complex workflows across multiple entities.

Responsibilities

• Process and manage vendor invoices across multiple entities, ensuring accuracy, proper coding, and timely payment
• Reconcile vendor statements and independently resolve discrepancies
• Maintain vendor records, payment schedules, and supporting documentation
• Assist with month-end close activities, including payable accruals

• Prepare, calculate, and process producer and agency commission statements
• Ensure commission calculations align with producer agreements and applicable arrangements
• Investigate and resolve commission discrepancies in collaboration with internal teams
• Maintain accurate and auditable commission documentation

• Oversee outsourced agency bill service provider related to carrier and premium transactions
• Apply and reconcile agency bill activity within Applied Epic
• Support agency bill account reconciliations and variance resolution

• Utilize Applied Epic for agency bill and commission workflows
• Process payables using automation tools such as Ramp (or similar systems)
• Generate payable, commission, and agency bill reports as needed
• Maintain organized, audit-ready financial records
• Document procedures and ensure consistent execution across entities

Qualifications/Requirements

• 5+ years of accounting or accounts payable experience within an insurance agency or brokerage required
• Multi-entity or multi-office agency experience strongly preferred
• Hands-on Applied Epic experience required
• Associate’s degree in Accounting, Business, Finance, or related field preferred; equivalent insurance agency accounting experience may substitute
• Experience with AP automation platforms such as Ramp preferred
• Strong understanding of insurance commission structures and agency bill workflows
• High attention to detail and accuracy
• Ability to work independently and resolve issues with minimal oversight
• Advanced Excel and accounting system proficiency
• Strong documentation and process management skills

Compensation Package

• Base salary typically ranging from $65,000 – $85,000, commensurate with experience
• Discretionary bonus target of approximately 5% – 10% of base salary
• Comprehensive health benefits
• 401(k) with company match
• Flexible PTO
• Opportunities for growth and advancement

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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Commercial Lines Account Manager

Job Summary

Seeking a dedicated and motivated professional to join a team. This role offers an exciting opportunity to contribute to a dynamic and innovative organization. The ideal candidate will bring a strong work ethic, a commitment to excellence, and a passion for achieving results. If you are looking for a challenging and rewarding career, a encourage you to apply.

Compensation Package

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off, including vacation, sick leave, and holidays.
• Opportunities for professional development and career advancement.

Responsibilities

• Collaborate with team members to achieve organizational goals.
• Execute tasks and projects with precision and attention to detail.
• Maintain a high standard of professionalism and integrity in all interactions.
• Identify opportunities for process improvement and contribute to their implementation.
• Communicate effectively with colleagues, stakeholders, and clients.

Qualifications/Requirements

• Proven ability to work independently and as part of a team.
• Strong organizational and time-management skills.
• Excellent verbal and written communication abilities.
• Adaptability to changing priorities and a fast-paced environment.
• Relevant educational background or equivalent professional experience.

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Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Manager to join a team. This role is integral to a operations, providing exceptional customer service and managing a diverse portfolio of commercial insurance accounts. As a family-owned business with a rich history dating back to 1968, we pride ourselves on fostering a collaborative and supportive work environment. This position offers the opportunity to work with niche industries, including security guards, security alarms, and contractors, while contributing to the success of a well-established agency.

Compensation Package

• Salary Range: $75,000 - $85,000 annually (up to $95,000 for exceptional candidates who meet all qualifications)
• Work Arrangement: Hybrid
• Equipment Provided: Laptop for remote work

Responsibilities

• Manage a portfolio of small to middle-market commercial accounts with premiums ranging from $3,000 to $250,000.
• Provide A-Z account management, including renewals, applications, and marketing accounts to various carriers.
• Handle inbound calls from insured clients, addressing questions and providing exceptional customer service.
• Collaborate with the certificate department and backend processing team for efficient account handling.
• Work with carriers to quote new and renewal business (no in-house quoting required).
• Maintain accurate records and documentation using AMS360 software.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license in Texas.
• Experience: Minimum of 5 years in commercial lines insurance; experience with contractors and surplus lines is a plus.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Other Skills: Strong organizational, communication, and customer service skills.
• Background Check: Required prior to hire.

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Agency Operations Manager

Job Summary

Seeking a highly skilled and experienced Agency Operations Manager to lead and optimize a operational processes. This is a pivotal role that will focus on enhancing efficiency, standardizing procedures, and driving innovation within a agency. The ideal candidate will have a proven track record in operations management, a strategic mindset, and the ability to lead a team of account managers effectively.

Compensation Package

• Salary Range: $125,000 - $150,000
• Competitive benefits package, including health insurance

Responsibilities

As the Agency Operations Manager, you will:

• Lead and manage a team of account managers, ensuring adherence to standard operating procedures and best practices.
• Drive the automation of the renewal process to improve efficiency and accuracy.
• Oversee the implementation of an insured portal to enhance client experience and accessibility.
• Standardize insurance proposal formats to ensure consistency and professionalism.
• Develop and execute strategies to improve the agency’s social media presence and digital footprint.
• Collaborate with leadership to identify and implement process improvements across the organization.
• Monitor and evaluate operational performance, providing actionable insights and recommendations.

Qualifications/Requirements

To be successful in this role, you should possess:

• Proven experience in operations management, preferably within an agency or similar environment.
• Familiarity with agency management systems such as Sagitta is a plus but not required.
• Strong leadership and team management skills, with the ability to inspire and motivate others.
• Exceptional organizational and problem-solving abilities.
• A strategic mindset with a focus on process improvement and efficiency.
• Excellent communication and interpersonal skills.
• Proficiency in leveraging technology and tools to streamline operations.

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Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. As a family-run business with nearly 50 years of history, we pride ourselves on fostering a supportive and independent work environment. If you are passionate about providing exceptional service and thrive in a collaborative, non-micromanaged setting, a encourage you to apply.

Compensation Package

• Salary Range: $60,000 - $75,000 (flexible based on experience)
• Sign-On Bonus: $3,000 (payable after 90 days of employment)
• Benefits: Comprehensive health insurance (80% employer-paid)
• Work Environment: Onsite (Falmouth preferred, but Plymouth or Sandwich locations also available)

Responsibilities

• Manage a book of business valued at $1.2 million in premium.
• Provide full-service account management, including quoting new and renewal business.
• Handle all aspects of personal lines accounts, with a focus on delivering exceptional customer service.
• Collaborate with team members across multiple office locations to ensure seamless operations.
• Solicit and secure new business opportunities to grow the book of business.
• Utilize Applied EPIC software for account management and documentation.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license highly preferred; must be willing to obtain if not currently licensed.
• Experience: Minimum of 2 years of experience as a Personal Lines Account Manager (open to candidates with captive experience).
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Account Knowledge: Familiarity with standard personal lines accounts, with sizes ranging up to $10,000 (average $4,000).
• Interpersonal Skills: Strong communication and organizational skills, with the ability to work independently and collaboratively.
• Work Location: Must be able to work onsite; no remote work is available for this position.

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Commercial Lines Account Manager - Hybrid/ Remote

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team in a hybrid capacity. With a strong emphasis on culture, work-life balance, and employee satisfaction, this position is ideal for a professional looking to grow their career in a supportive and stable environment.

Compensation Package

• Salary Range: $60,000 - $70,000 (depending on experience)
• Incentives: Annual discretionary bonus and commissions on new business
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.
• Work Arrangement: Hybrid schedule

Responsibilities

• Provide full-service account management for a diverse portfolio of commercial lines accounts, including construction, manufacturing, real estate, and contractors
• Manage accounts ranging from $5,000 to $50,000 in size, with an average book of $1 million
• Handle all aspects of servicing accounts, including quoting new and renewal business (80% new, 20% renewal)
• Utilize AMS360 software for account management and documentation
• Collaborate with internal teams to ensure client satisfaction and retention
• Maintain strong relationships with clients, providing exceptional customer service and addressing their insurance needs

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is mandatory
• Experience: Minimum of 3 years of experience in commercial lines account management within an independent agency setting
• Technical Skills: Proficiency in AMS360 software is preferred
• Industry Knowledge: Familiarity with generalist accounts, including construction, manufacturing, real estate, and contractors
• Work Ethic: Ability to manage accounts independently, with a proactive and detail-oriented approach
  
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Commercial  Insurance Account Manager

Established agency seeking to add a personal insurance account manager.

Responsibilities include

• Account handling
• Client presentations and ability to resolve client concerns and issues
• Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
• Liaison between clients and carriers

• Ability to cross sell and help walk-in/phone- sales questions
• Quoting both new and renewal business
• Ability to handle all types of commercial insurance
• Order and process renewal & change requests
• Advise of coverage recommendations and assist clients with claims
• Assist in retaining accounts: follow up on cancelations & Broker of Record Letters
• Cross sell & round out accounts

Requirements

• Must have working knowledge of agency management software, insurance rating Software and Microsoft Office

• Must have excellent presentation and communication skills
• Ability to multi-task and work in fast paced environment
• Ability to work within a team environment
• Ability to self-direct the completion of job duties

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Employee Benefits Producer

Location: Greater Philadelphia Area, PA
Department: Employee Benefits / Group Insurance
Reports To: Sales Manager or Employee Benefits Practice Leader
Status: Full-Time

Position Summary

Our client is seeking a highly motivated Employee Benefits Producer to drive new business development and revenue growth throughout the Greater Philadelphia market. The ideal candidate is a consultative sales professional with experience in employee benefits, group health insurance, or insurance brokerage services. This role is responsible for identifying prospects, developing client relationships, presenting employee benefit solutions, and building a profitable book of business. The Producer will partner with internal service teams to deliver exceptional client experiences and long-term retention.

Key Responsibilities

• Develop and execute strategic sales plans to achieve annual production goals.
• Prospect and generate new business opportunities through networking, referrals, community involvement, cold outreach, and industry events.
• Conduct needs assessments with business owners, HR leaders, and executive teams.
• Design and present customized employee benefits programs, including medical, dental, vision, life, disability, voluntary benefits, and wellness solutions.
• Manage the full sales cycle from prospecting through proposal, negotiation, closing, and implementation.
• Build and maintain strong relationships with clients, carrier representatives, referral partners, and centers of influence.
• Collaborate with account management and service teams to ensure smooth onboarding and ongoing client satisfaction.
• Maintain an active sales pipeline and accurate CRM documentation.
• Stay current on market trends, carrier products, compliance requirements, and regulatory changes affecting employee benefits programs.
• Represent our client at networking events, trade associations, and professional organizations throughout the Philadelphia region.

Qualifications

Required

• Active Pennsylvania Life & Health Insurance License
• 3+ years of successful sales experience in employee benefits
• Proven track record of generating new business and meeting or exceeding sales goals.
• Strong communication, presentation, negotiation, and relationship-building skills.
• Ability to work independently while collaborating effectively with internal teams.
• Valid driver's license and willingness to travel throughout the Greater Philadelphia area.

Preferred

• Bachelor's degree in Business, Marketing, Risk Management, Insurance, or a related field.
• Experience selling group health and ancillary benefits products.
• Familiarity with CRM platforms such as Salesforce or similar systems.
• Established network of business relationships within the Philadelphia market.
• Knowledge of ACA, ERISA, COBRA, HIPAA, and other employee benefits regulations.

Core Competencies

• Business Development
• Consultative Selling
• Relationship Management
• Strategic Prospecting
• Negotiation & Closing
• Benefits Consulting
• Market Knowledge
• Presentation Skills
• Time Management
• Client Retention & Growth

Compensation & Benefits

Our client offers a competitive compensation package that may include:

• Base salary plus uncapped commission opportunities
• Performance-based incentives and bonuses
• Medical, dental, and vision coverage
• 401(k) with employer contribution
• Paid time off and company holidays
• Professional development and licensing support
• Flexible and hybrid work arrangements, where applicable

Success Metrics

• Achievement of annual sales and revenue goals
• New client acquisition
• Growth of book of business
• Client retention and satisfaction
• Pipeline development and activity
• Cross-selling and account expansion opportunities