Accounting Operations Associate

Location/Schedule: Cockeysville, MD (Full-time, in-office for the first 90 days, with potential to transition to a hybrid schedule afterward.)
Salary: $55,000–$75,000

A well-established, independent insurance brokerage is seeking an Accounting Operations Associate to support its accounting department and day-to-day financial operations. This individual will play an important role in managing payment communications, processing carrier and vendor payments, reconciling accounts, and ensuring accurate and timely financial transactions.

Key Responsibilities

• Manage the accounting department's shared inbox and respond to payment-related inquiries from insurance carriers and premium finance companies.

• Process daily carrier and vendor payments via checks, ACH transfers, and wire transfers.

• Review carrier statements, premiums, and commission calculations across multiple policies.

• Review and import positive pay files to support payment accuracy and fraud prevention.

• Reconcile accounts and ensure accurate, timely remittance to insurance carrier partners.

• Partner with account executives to research and resolve billing discrepancies.

• Provide guidance to service teams on billing procedures and payment resolutions.

• Verify the accurate handling and payment of taxes, including determining whether taxes are paid by the brokerage or the insurance carrier.

• Process premium refunds to insureds.

Qualifications

• Associate degree or equivalent combination of education, training, and relevant experience.

• Prior experience with an insurance brokerage or insurance company is preferred.

• Familiarity with insurance agency management systems, particularly Applied Epic, is a plus.

• Proficiency in Microsoft Office, especially Excel.

• Strong technical skills with the ability to analyze financial data, review system reports, and identify discrepancies.

Compensation & Benefits

• Salary: $55,000–$75,000, depending on experience.

• Medical, dental, and vision insurance.

• 401(k) plan with immediate vesting.

• Paid parental leave eligibility after one year of employment.

• Additional employee benefits and opportunities for professional growth.

#LI-ET1

Senior Commercial Lines Account Executive

Job Summary

Seeking a highly experienced and motivated Senior Commercial Lines Account Executive to join a dynamic team. This role is pivotal in managing a substantial book of business, focusing on large commercial accounts in industries such as real estate, construction, and hospitality. The ideal candidate will bring a "white glove" approach to client service, ensuring the highest level of professionalism and attention to detail. This is an excellent opportunity for a seasoned professional who thrives in a fast-paced, client-facing environment and is passionate about delivering exceptional service.

Compensation Package

• Salary Range: $140,000 - $175,000 annually (commensurate with experience)
• Benefits: Comprehensive benefits package provided
• Work Arrangement: Hybrid (minimum 2 days in-office per week; remote work considered for local candidates)

Responsibilities

• Manage a $7M revenue book of business with $70M in premiums, focusing on large commercial accounts in real estate, construction, and hospitality.
• Serve as the primary client contact, delivering a high-touch, client-centric service experience.
• Handle renewals for a well-established book of business spanning over 30 years.
• Collaborate with CSRs and the marketing team for backend support, stepping in to assist with renewals as needed.
• Provide expert advice on cross-selling opportunities for personal and life insurance coverages.
• Maintain a proactive approach to client needs, ensuring satisfaction and retention.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 10 years in large commercial lines, with expertise in real estate, construction, and hospitality accounts.
• Skills:
  • Exceptional client-facing and relationship management skills.
  • Strong attention to detail and organizational abilities.
  • Ability to thrive in a fast-paced, high-pressure environment.
  • Proactive, assertive, and results-driven mindset.
  • Adaptability to work with a strong, fast-moving leadership team.
• Education: Relevant educational background preferred but not required.

#LI-JL1

Customer Service Associate (CSA) / Commercial Lines Account Manager (CLAM)

Job Summary

Seeking a dedicated and detail-oriented Customer Service Associate (CSA) or Commercial Lines Account Manager (CLAM) to join a close-knit and family-oriented team. This is an exciting opportunity to work in a collaborative and supportive environment where your contributions will make a meaningful impact. The ideal candidate will play a key role in providing exceptional service to a clients, managing a generalist book of business, and ensuring the smooth handling of certificates, endorsements, and other service-related tasks.

Compensation Package

• Salary Range: $40,000–$50,000 for CSA; $60,000–$80,000 for CLAM, based on experience and qualifications.
• Benefits:
  • 70% employer-covered benefits.
• Work Schedule: Monday to Friday, 8:00 AM to 5:00 PM.

Responsibilities

• Provide exceptional customer service by assisting clients with certificates, endorsements, and other service-related tasks.
• Manage a generalist book of business with account sizes ranging from $10,000 to $1 million.
• Collaborate with team members to ensure timely and accurate handling of client needs.
• Support the team in a fast-paced environment by multitasking and adapting to changing priorities.
• For CLAM candidates: Quote new and renewal business as needed.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience:
  • For CSA: 2+ years of experience preferred, but open to candidates with some agency experience as a CSA/CSR.
  • For CLAM: 2+ years of experience in commercial lines account management preferred.
• Software Skills: Experience with Nexsure is a plus, but training will be provided if necessary.
• Soft Skills:
  • Strong team orientation.
  • Ability to multitask effectively in a fast-paced environment.
  • Adaptability and willingness to learn.

#LI-TS1

Major Case Consultant - Specialized Claims (CGL)

Job Summary

Seeking a highly skilled and experienced Major Case Consultant to join a Specialized Claims organization. This role involves managing the investigation, evaluation, negotiation, and resolution of complex, high-severity claims that represent significant exposures to the company. The ideal candidate will possess extensive technical expertise, a strong litigation management background, and the ability to collaborate effectively with professionals across various disciplines. This is a fully remote position, offering flexibility and the opportunity to work with a dynamic and innovative team.

Compensation Package

• Salary Range: $120,000 - $165,000 per year (targeting around $150,000)
• Benefits:
  • Medical, dental, vision, life, and disability insurance (effective Day 1)
  • Tuition reimbursement
  • 20 days of PTO
  • Company-paid holidays
  • Flexible work arrangements
  • Cultural Awareness Day in support of Inclusion, Diversity, and Equity (IDE)
  • On-site medical/wellness center (Worcester location only)

Responsibilities

• Lead complex case investigations and negotiate high-value claims independently.
• Analyze coverage, liability, and financial exposure, demonstrating mastery in reserving strategy and financial acumen.
• Manage litigation strategy and collaborate with defense counsel to develop tailored resolution strategies.
• Serve as a subject matter expert (SME) to mentor and support the development of other claim professionals.
• Evaluate and recommend improvements to training programs and claims handling standards.
• Provide relevant reporting to underwriting and reinsurance teams, and collaborate to refine policy language and underwriting risk selection.
• Streamline workflows and address inconsistencies in claims processes.
• Contribute to special projects and attend industry events to stay updated on best practices.
• Build and maintain strong relationships with internal and external business partners.

Qualifications/Requirements

• Education: Bachelor’s degree preferred; equivalent experience accepted. JD or equivalent legal/claims experience preferred. Industry designations (e.g., CPCU, AIC) strongly preferred.
• Experience:
  • Extensive experience handling highly complex, high-value claims with significant legal, financial, and reputational exposure.
  • Proven expertise in analyzing policy coverage, legal liability, and regulatory frameworks across jurisdictions.
  • Recognized authority in negotiation and resolution of complex claims.
  • Demonstrated ability to manage litigation strategy and direct counsel.
  • Experience mentoring others and contributing to the development of claims handling standards.
• Skills:
  • Strong written and verbal communication skills with the ability to simplify complex information.
  • Ability to draft clear, factual, and objective work products.
  • Skilled in selecting appropriate communication channels and demonstrating empathy across diverse stakeholder groups.
  • Highly organized with the ability to manage complex workflows and competing priorities.
  • Strategic thinker with sound judgment and the ability to make informed decisions independently.
• Technical Proficiency: Proficient in using a personal computer and standard office equipment.

#LI-BC1

Small Business Unit Commercial Lines Account Manager (SBU CLAM)

Job Summary

Seeking a dedicated and detail-oriented Small Business Unit Commercial Lines Account Manager (SBU CLAM) to join a growing team. This role is pivotal in providing A-Z servicing for small business commercial lines accounts, including new business, renewals, and inbound client inquiries. The ideal candidate will work closely with outside producers and the dedicated commercial department team to ensure exceptional service delivery. This position offers an exciting opportunity to contribute to a midsize agency specializing in commercial lines, with a focus on condo/HOA accounts.

Compensation Package

• Salary: $60,000 - $85,000 annually, plus a production bonus (approximately 1% of new/renewal premium brought in).
• Benefits:
  • 85% of the base plan paid for medical insurance.
  • 100% coverage for short-term disability (STD), long-term disability (LTD), and life insurance.
  • Three weeks of paid time off (PTO).
  • Remote work flexibility (up to five days per week for eligible candidates).
• Relocation Assistance: Open to considering relocation for the right candidate.

Responsibilities

• Provide comprehensive servicing for small business commercial lines accounts, including non-profits, lessor’s risk, and contractors.
• Handle accounts with premiums under $25,000.
• Manage inbound client calls, leads from the frontlines, and collaborate with outside producers.
• Quote and process new business and renewals.
• Utilize Epic software to manage accounts and ensure accurate documentation.
• Participate in a 30-60 day training period (onsite) to ensure a smooth onboarding process.

Qualifications/Requirements

• Licenses/Certifications: Active 2-20 license required.
• Experience: Minimum of 1 year of experience in commercial lines account management.
• Preferred Skills:
  • Proficiency in Epic software.
  • Familiarity with a variety of industries.
  • Strong technological aptitude.
• Soft Skills:
  • Ability to work efficiently in a fast-paced environment.
  • Strong organizational and multitasking abilities.
  • Excellent communication and interpersonal skills.
  • Team-oriented mindset with a proactive approach to problem-solving.

#LI-ZS1

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-RP1
#INDTJG-MWT

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-RP1
#INDTJG-MWT

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-RP1
#INDTJG-MWT

Job Title: Commercial Insurance Account Manager (Trucking/Transportation)

Job Summary

Seeking a detail-oriented and client-focused Commercial Insurance Account Manager specializing in Trucking and Transportation. This role is critical in maintaining and growing relationships with valued clients, ensuring their insurance needs are fully met with customized solutions tailored to the unique requirements of their trucking operations. The ideal candidate will have a deep understanding of the trucking and transportation industry, exceptional interpersonal skills, and the ability to manage complex insurance portfolios while delivering outstanding customer service.

Responsibilities

• Serve as the primary contact for assigned clients in the trucking and transportation industry, maintaining strong, long-term relationships and ensuring high client satisfaction.
• Manage insurance accounts by providing expert advice, addressing inquiries, processing renewals, and ensuring coverage aligns with client needs.
• Evaluate client operations to assess risks and recommend coverage options tailored to the trucking/transportation business.
• Collaborate with underwriters, carriers, and brokers to obtain quotes, negotiate terms, and bind coverage efficiently.
• Conduct regular policy reviews with clients to ensure coverage remains comprehensive and relevant as their business needs evolve.
• Handle Certificates of Insurance (COI) requests, endorsements, and claims inquiries in a prompt and professional manner.
• Keep current on industry regulations, trends, and policy changes specific to the trucking and transportation sector to provide up-to-date guidance to clients.
• Utilize internal systems effectively to document activities, maintain accurate records, and ensure client data confidentiality.
• Support new client acquisition efforts, including participating in presentations and providing onboarding assistance.

Qualifications/Requirements

Education and Experience

• Bachelor’s degree in Business Administration, Finance, Insurance, or a related field, or equivalent work experience.
• Minimum 3–5 years of experience in commercial insurance account management, preferably in the trucking/transportation industry.

Skills and Competencies

• Strong knowledge of commercial insurance products, including liability, cargo, worker's compensation, and physical damage coverage.
• Excellent communication and interpersonal skills for building trust and rapport with diverse clients and team members.
• Exceptional organizational and time-management skills with the ability to prioritize multiple tasks and meet deadlines.
• Analytical mindset with the ability to evaluate risks, interpret policy language, and recommend appropriate solutions.
• Strong computer skills, including proficiency in Microsoft Office Suite and familiarity with insurance management software.
• Proven ability to work collaboratively in a team-oriented, customer-focused environment.

Certifications and Licensing

• Active state Property & Casualty (P&C) insurance license is required.
• Professional designations such as CIC, CISR, or CRM are highly desirable but not mandatory.

Additional Requirements

• Familiarity with the unique regulatory and compliance aspects of the trucking/transportation industry is strongly preferred.

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-PM1

Sr. Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a growing team. This role is integral to operations, focusing on renewals and retention of the commercial lines accounts. The ideal candidate will have a strong background in small business insurance, excellent customer service skills, and the ability to work in a fast-paced environment.

Compensation Package

• Salary Range: $90,000 - $110,000 (commensurate with experience)
• Benefits: Comprehensive benefits package, including a 401(k) plan
• Profit Sharing Plan: Available
• Professional Growth: Personalized growth plans to support career development

Responsibilities

• Manage a book of business with a focus on mid market business accounts
• Handle renewals and retention of accounts, ensuring client satisfaction and long-term relationships
• Quote new and renewal business as required
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly
• Collaborate with producers and other account managers to support the commercial lines team
• Maintain accurate and up-to-date records in the agency management system (HawkSoft)

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required
• Experience: 5-10+ years of experience in commercial lines account management, preferably with mid-sized business accounts
• Technical Skills: Proficiency in HawkSoft or similar agency management software preferred
• Soft Skills: Strong communication, organizational, and problem-solving skills; ability to work independently and as part of a team; customer-focused mindset; adaptability and a proactive approach to challenges

#LI-AH2