Employee Benefits Account Administrator

Job Summary

Seeking a detail-oriented and customer-focused Employee Benefits Account Administrator to manage and coordinate employee benefits accounts. This role involves serving as a liaison between clients, providers, and internal teams to ensure the efficient delivery of services. Expertise in benefits administration, strong attention to detail, and effective problem-solving skills are critical for success in this position.

Responsibilities

• Serve as the primary contact for clients regarding their employee benefits accounts, providing support and guidance in the implementation and administration of plans.
• Manage plan renewals, updates, and compliance with applicable regulations, ensuring smooth account maintenance and adherence to deadlines.
• Process employee enrollment, termination, and changes within benefit plans, maintaining an organized and accurate database.
• Work collaboratively with insurance carriers and benefits providers to resolve billing, claims, and eligibility issues effectively.
• Conduct periodic reviews of client benefits plans to ensure ongoing relevance, competitiveness, and compliance.
• Provide training and educational sessions to clients and their employees on benefits offerings, options, and processes.
• Identify opportunities for service improvements and innovation to deliver exceptional client experiences.
• Stay informed about industry trends, regulatory updates, and market developments related to employee benefits and use this knowledge to guide clients effectively.
• Maintain accurate and detailed records of client interactions, transactions, and changes to comply with company policies and best practices.
• Support team members in cross-functional projects and operational initiatives as needed.

Qualifications/Requirements

• Previous experience in employee benefits administration, account management, or a similar role.
• Strong organizational and analytical skills with a demonstrated ability to manage multiple accounts or projects simultaneously.
• Excellent verbal and written communication skills with a focus on building positive client relationships.
• Proficiency with benefits management software, Microsoft Office Suite (Excel, Word, Outlook), and familiarity with HRIS systems is a plus.
• Sound understanding of employee benefits programs, including health, dental, vision, life insurance, retirement plans, and compliance requirements.
• Proven problem-solving skills and the ability to work independently as well as within a team environment.
• Commitment to professional growth and staying updated on trends in employee benefits administration.

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 Producer

Job Summary

Seeking a motivated and experienced Commercial Lines Producer to join a dynamic and growing team.

Responsibilities

• Prospect and identify potential clients through various channels, including cold calling, networking, and referrals.
• Educate clients on insurance options, assess their unique needs, and recommend tailored coverage solutions.
• Consistently meet or exceed sales targets, including sales revenue, conversion rates, and policy renewals.
• Build and maintain strong client relationships to ensure satisfaction and loyalty.
• Collaborate with underwriters, claims processors, and customer support teams to provide a seamless customer experience.
• Stay informed about industry trends and regulations to offer clients the most up-to-date advice and solutions.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of experience in commercial insurance sales or a related field.
• Knowledge: Strong understanding of commercial insurance products, including real estate, manufacturing, technology, and construction sectors.
• Skills: Excellent communication, negotiation, and relationship-building skills.
• Soft Skills: Family-oriented, go-getter, self-starter, team player.
• Technical Proficiency: Familiarity with insurance software and tools is a plus.

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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#LI-PR1

Position Summary

The Workers’ Compensation EDI Specialist will partner with Claims Operations and Adjusters to identify, research, and resolve Electronic Data Interchange (EDI) and CMS Section 111 reporting errors across workers’ compensation claims. This role is fully focused on data accuracy, error resolution, and compliance support and does not carry an active claims caseload.

The ideal candidate will bring strong workers’ compensation knowledge, exceptional attention to detail, and the ability to independently investigate and correct data issues across multiple systems and external reporting platforms.

Compensation:

• $45.00 - $65.00/year(based on experience)
• Opportunity to work with a reputable insurance carrier known for a collaborative and supportive culture
• Comprehensive benefits package including medical, dental, and vision
• Opportunities for career growth within a stable and respected insurance organization.
• 100% remote work environment

Responsibilities

• Partner with Claims Operations and Adjusters to identify and resolve EDI and CMS Section 111 reporting errors.
• Research missing or inaccurate claim data fields across multiple claims systems and external reporting portals.
• Communicate with Adjusters, claimants, insureds, or other stakeholders to obtain required information for correction and compliance.
• Accurately update, correct, and validate claim data within internal systems and state or federal reporting platforms.
• Ensure all corrections align with regulatory requirements, reporting standards, and internal data integrity guidelines.
• Review and validate error corrections for completeness and accuracy prior to submission or closure.
• Maintain organized documentation of findings, corrections, and resolution steps.
• Support Claims Operations in improving overall data quality and reporting accuracy.

Requirements

• 5+ years of workers’ compensation claims handling experience and EDI/CMS Section 111 reporting experience.
• Strong understanding of workers’ compensation claim structure and data elements.
• Excellent attention to detail with a high degree of accuracy in data entry and validation.
• Strong investigative and problem-solving skills with a tenacious approach to resolving data gaps.
• Ability to work independently in a remote, fast-paced environment.
• Strong communication skills, including the ability to interact with internal teams and external stakeholders.
• Demonstrated accountability, reliability, and commitment to high-quality work output.

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 and Personal Lines Producer

Job Summary

Seeking a motivated and results-driven Commercial and Personal Lines Producer to join a growing team. This role is ideal for a self-starter with a passion for sales and a proven ability to build and maintain client relationships. You will have the opportunity to work with a diverse portfolio of accounts, leveraging your expertise to drive new business and cross-sell opportunities.

Compensation Package

• Base Salary: $36,000 - $38,000 annually

Responsibilities

• Develop and maintain a pipeline of new business opportunities in both commercial and personal lines
• Leverage referrals and cross-sell opportunities within the existing book of business
• Actively participate in networking groups, chambers of commerce, and other business development activities
• Provide feedback and collaborate on strategies to explore new sales avenues, including purchasing leads
• Work with over 30 different carriers to provide tailored insurance solutions to clients
• Utilize software tools such as Epic, InsureMind, and EZLynx to manage accounts and streamline processes

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required
• Experience: 1-5+ years of experience in insurance sales, with some commercial lines experience preferred
• Technical Skills: Proficiency in office suite software and familiarity with insurance management systems (Epic, InsureMind, EZLynx)
• Soft Skills:
  • Strong time management and organizational skills
  • Excellent work ethic and self-motivation
  • Quick decision-making and critical thinking abilities
  • Adaptability and a proactive approach to challenges

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Commercial and Personal Lines Producer

Job Summary

Seeking a motivated and results-driven Commercial and Personal Lines Producer to join a growing team. This role is ideal for a self-starter with a passion for building relationships and driving new business. You will have the opportunity to work with a diverse portfolio of carriers and leverage existing referral networks to grow your book of business.

Compensation Package

• Base Salary: $36,000 - $38,000 annually

Responsibilities

• Develop and maintain a book of business in both commercial and personal lines insurance
• Identify and pursue new business opportunities through networking, referrals, and other lead-generation strategies
• Cross-sell insurance products to existing clients
• Provide feedback on lead generation strategies and explore new avenues for business development
• Collaborate with a team of professionals to deliver exceptional service to clients
• Utilize software tools such as Epic, InsureMind, and EZ Lynx to manage accounts and streamline processes

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required
• Experience: 1-5+ years of experience in insurance sales, with some commercial lines experience preferred
• Skills:
  • Strong time management and organizational abilities
  • Excellent work ethic and self-motivation
  • Quick decision-making and critical thinking skills
  • Adaptability to changing circumstances and client needs
• Technical Proficiency: Familiarity with Epic, InsureMind, EZ Lynx, and Microsoft Office Suite
• Work Environment: Initial training on-site, with the option to transition to fully remote or hybrid work depending on the role

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Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role involves managing a book of small commercial lines accounts, providing exceptional service to clients, and ensuring their insurance needs are met. The ideal candidate will have a strong background in commercial lines.

Compensation Package

• Salary: $65,000 - $90,000 annually (commensurate with experience)
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage an assigned book of business, primarily small commercial lines accounts under $100,000 in premium.
• Provide A-Z account management, including policy renewals, endorsements, and client inquiries.
• Work with a variety of accounts, including contractors, produce haulers, buildings, and other generalist agency clients.
• Collaborate with producers and other account managers to ensure seamless client service.
• Utilize Applied Epic software for account management and documentation.
• Maintain strong relationships with clients and carriers to ensure satisfaction and retention.

Qualifications/Requirements

• Licenses: Active Texas Property & Casualty (P&C) license is required.
• Experience:
  • Minimum of 3 years of experience in commercial lines insurance (5+ years preferred).
  • Proven ability to manage a book of business independently.
• Technical Skills: Proficiency in Applied Epic software is preferred.
• Strong organizational, communication, and customer service skills.
• Ability to work onsite during the training period and transition to a hybrid schedule thereafter.

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Assistant Account Manager

Job Summary

Seeking a dedicated and detail-oriented Assistant Account Manager to join a team. This role is integral to supporting our account management team and ensuring the smooth operation of an agency. The ideal candidate will have an active Property & Casualty (P&C) license in Texas and experience in an independent insurance agency.

Compensation Package

• Salary: $40,000 - $50,000 annually

Responsibilities

• Serve as the first point of contact by answering phones and acting as a receptionist.
• Assist account managers with clerical and administrative tasks.
• Support the management of small commercial lines accounts under $100k in premium.
• Utilize Applied Epic software to manage client information and accounts.
• Provide exceptional customer service to clients and maintain professional communication.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license in Texas is required.
• Experience:
  • Prior experience in an independent insurance agency is required.
  • Familiarity with small commercial lines accounts is preferred but not mandatory; training will be provided.
• Technical Skills: Proficiency in Applied Epic software is preferred.
• Work Environment: This is a fully onsite position, requiring attendance at the office five days per week.

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Personal Lines Account Executive

Job Summary

Seeking a dedicated and experienced Personal Lines Account Executive to join a team in a 100% onsite role. This position is responsible for handling A-Z servicing of a middle-market book of business, excluding new business and claims. The book of business is approximately $2 million in premium and includes a significant amount of Excess & Surplus (E&S) lines. The ideal candidate will have a strong understanding of the E&S process, including specific forms, applications, and renewal tracking. This role requires exceptional organizational skills and the ability to multitask effectively in a fast-paced environment.

Compensation Package

• Salary: Up to $75,000 annually, based on experience and qualifications.

Responsibilities

• Manage the full servicing lifecycle of a middle-market book of business, approximately $2 million in premium.
• Handle all aspects of E&S lines, including completing specific forms, applications, and tracking renewals.
• Maintain accurate and up-to-date records in AMS360 and other relevant systems.
• Collaborate with internal teams to ensure seamless client service and satisfaction.
• Monitor and manage deadlines to ensure timely renewals and compliance with industry standards.
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly.

Qualifications/Requirements

• Active Property & Casualty (P&C) license is required.
• Proven experience in managing middle-market accounts, with a strong focus on E&S lines.
• Proficiency in AMS360 and Microsoft Excel is highly preferred.
• Exceptional organizational skills and the ability to manage multiple tasks simultaneously.
• Strong attention to detail and a proactive approach to problem-solving.
• Excellent communication and interpersonal skills.

#LI-KR1

Personal Lines Insurance Specialist

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Insurance Specialist to join a team. In this role, you will be responsible for managing a variety of personal lines insurance accounts, ensuring exceptional service delivery, and maintaining accurate policy documentation.

Compensation Package

• Base Salary: $55,000–$70,000 (commensurate with experience)
• Comprehensive benefits package, including health, dental, and vision insurance

Responsibilities

• Process policy changes, endorsements, cancellations, and reinstatements with accuracy and efficiency.
• Issue certificates, ID cards, binders, and other policy-related documents.
• Assist clients with billing inquiries, payments, and past-due notices.
• Gather necessary information to prepare quotes for home, auto, renters, umbrella, recreational vehicle, and other personal lines insurance products.
• Support the renewal process by updating client information and preparing renewal documentation.
• Utilize EZLynx software to manage and maintain client records and policy details.

Qualifications/Requirements

• Prior experience in the insurance industry is required; this position is not open to entry-level candidates.
• Familiarity with personal lines insurance products, including home, auto, renters, umbrella, and recreational vehicles.
• Proficiency in using EZLynx software or similar insurance management platforms.
• Strong organizational skills and attention to detail.
• Excellent communication and customer service skills.
• Ability to work effectively in a hybrid work environment, rotating between in-office and remote work.

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