Commercial Lines Account Coordinator

Job Summary

Seeking a highly motivated Commercial Lines Account Coordinator to join a dynamic team. The successful candidate will support the Commercial Lines team by providing exceptional service and ensuring the efficient management of client accounts. Strong organizational, detail-oriented, and communication skills are essential for this role.

Responsibilities

• Provide day-to-day administrative support to the Commercial Lines account management team.
• Assist with managing a portfolio of commercial insurance accounts, ensuring accuracy and timeliness.
• Prepare proposals, certificates of insurance, and policy documents in coordination with Account Managers.
• Deliver outstanding customer service by responding to client inquiries, resolving issues, and maintaining strong relationships.
• Collaborate with insurance carriers and underwriters to obtain and review quotes, endorsements, and policy changes.
• Maintain accurate records of all client interactions, policy renewals, and updates using the agency’s management system.
• Identify potential opportunities to cross-sell or up-sell additional insurance products to clients.
• Stay informed about industry trends, policy changes, and emerging risks to better serve clients.
• Support compliance initiatives and adhere to company procedures, ensuring accuracy and regulatory compliance.

Qualifications/Requirements

• High school diploma or equivalent; Bachelor’s degree in business, finance, or a related field preferred.
• Minimum of 2 years’ experience in insurance, account management, or a related role, preferably in Commercial Lines.
• Property & Casualty insurance license (or ability to obtain within 3 months of hire).
• Exceptional organizational and time-management skills with high attention to detail.
• Strong written and verbal communication skills, with the ability to build positive client relationships.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with insurance agency management software (such as AMS360, Applied Epic, or similar).
• A proactive problem-solving attitude with the ability to manage multiple tasks and deadlines effectively.

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

Job Title: Personal Lines Account Manager

Position Overview:
Seeking an experienced Personal Lines Account Manager to join a growing team. This position is a key part of the Personal Lines department, which includes the Sales, Quoting Specialist, and CSR teams. Need a dedicated individual to manage a variety of account servicing tasks, including policy changes, endorsements, renewals, and more. The ideal candidate will have at least 2 years of experience in personal lines and is looking to bring their skills to a well-established agency.

Key Responsibilities:

• Account Servicing: Handle all servicing needs for personal lines accounts, including policy changes, endorsements, and general inquiries.
• Renewals: Manage account renewals and ensure that all necessary documentation is processed.
• Client Interaction: Communicate with clients to address their questions, needs, and concerns.
• Collaboration: Work closely with the Sales team and Quoting Specialists to ensure a seamless experience for clients and prospects.

Required Qualifications:

• License: Property & Casualty (P&C) insurance license is required.
• Experience: A minimum of 2 years of experience in personal lines account servicing. Looking for someone who can hit the ground running and doesn't require extensive training.
• Skills: Strong customer service skills, excellent attention to detail, and the ability to manage multiple accounts efficiently.

Preferred Qualifications:

• Software: Experience with Epic is a huge plus, but not mandatory.

Compensation & Benefits:

• Salary: Base + 20% commission on any account rounding and new business you bring into the agency.
• 401(k): Includes a 401(k) plan with a profit-sharing option.
• Health Benefits: Medical, dental, and vision insurance.
• Other Benefits: Enjoy excellent benefits offered by a large, well-established agency, including comprehensive health plans and work-life balance.

#LI-NK1

Position Overview

Our client, a nationally recognized insurance carrier, is seeking a Director, Professional Liability & Cyber Claims to serve as a senior individual contributor within their claims organization. You’ll be trusted with high-impact matters at the intersection of technology, risk, and insurance. This role calls for sharp judgment, clear communication, and the confidence to independently steer complex claims from intake through resolution. 

Salary

• $110,000 to $160,000+/year base salary (based on experience)
• Annual target bonus
• Comprehensive benefits package (health, dental, vision, 401k, etc.)
• Opportunities for professional development and advancement

Requirements

• 5+ years of experience in claims handling Professional Liability (D&O, E&O, EPL, Cyber, Fiduciary, etc.) or a closely related field
• Experience with cyber or technology-related claims is highly desirable
• Juris Doctor preferred but not mandatory
• Ability to obtain and maintain required adjuster licenses (resident/home state and additional states as needed)

Job Description

• Taking ownership of sophisticated cyber and technology-related claims, including both first-party and third-party matters
• Interpreting policy language and making well-reasoned coverage determinations with speed and precision
• Directing investigations by leveraging internal specialists and outside experts while aligning with established Financial Lines standards
• Developing the claim story as it unfolds—assessing responsibility, quantifying loss, and evaluating financial exposure
• Establishing and actively managing indemnity and expense reserves, supported by clear rationale and documentation
• Producing focused, high-quality reports that summarize risk, strategy, and status for stakeholders
• Managing external partners such as defense counsel, forensic vendors, and other service providers
• Representing the company at mediations, settlement discussions, hearings, or trials when required
• Building credibility and trust with insureds, brokers, attorneys, and internal business partners
• Maintaining a well-organized portfolio of active claims and proactively driving files toward resolution
• Ensuring all handling complies with regulatory requirements and fair claims practices standards

#LI-MW1

Benefits Analyst

Job Summary

Seeking a detail-oriented and organized Benefits Analyst to join a dynamic team. This role is integral to operations, focusing on the preparation and management of Requests for Proposals (RFPs), data analysis, and presentation creation. The successful candidate will initially join the Benefits Analyst team for a period of 3-6 months, with the opportunity to transition to a growing team within the organization. This position offers a unique opportunity to work with a wide range of benefit carriers and contribute to a high-volume, fast-paced environment.

Compensation Package

• Competitive salary based on experience
• Comprehensive benefits package
• Opportunities for professional growth and development

Responsibilities

• Develop and manage RFPs, including creating and collecting data, formatting templates, and attaching relevant documents.
• Monitor and manage deadlines and expectations for RFP submissions.
• Compile and analyze proposal data to create standardized presentations using Excel.
• Collaborate with a team to handle high volumes of groups during open enrollment and regular periods.
• Work with a variety of benefit carriers, including 30-40 ancillary benefit companies, 20 medical carriers, and over 20 PEO carriers.
• Utilize advanced Excel functions such as VLOOKUPs and XLOOKUPs for data analysis.
• Participate in in-person training sessions and occasional city-based meetings.

Qualifications/Requirements

• Minimum of 2 years of relevant experience preferred; candidates with less experience but strong potential will also be considered.
• Proficiency in Microsoft Excel, including advanced functions like VLOOKUPs and XLOOKUPs.
• Strong organizational skills and attention to detail.
• Ability to manage multiple tasks and meet deadlines in a high-volume environment.
• Goal-oriented mindset with a passion for working with data and numbers.
• Excellent communication and interpersonal skills.
• Flexibility to attend in-person training sessions and occasional city-based meetings.

#LI-AS3

Quoting Specialist

Job Summary

Seeking a motivated and detail-oriented Quoting Specialist to join a dynamic team. This role is ideal for a driven individual with a strong work ethic and a passion for delivering exceptional service. As a Quoting Specialist, you will be responsible for managing and quoting small business to mid-market accounts, working closely with underwriters when necessary, and contributing to the growth of the commercial lines portfolio. This is an exciting opportunity to join a collaborative and fast-paced environment where your skills and expertise will make a significant impact.

Compensation Package

• Competitive salary: $80,000 - $125,000 (commensurate with experience)
• Comprehensive benefits package
• Opportunities for professional growth and development

Responsibilities

• Manage a generalist book of business, including 450-500 accounts ranging from $150K to $30M.
• Handle quoting for new business, focusing on small business to mid-market accounts.
• Collaborate with underwriters to ensure accurate and competitive quotes.
• Work closely with two Account Executives and leadership to drive new business opportunities.
• Provide exceptional service to clients in Commercial Lines, Personal Lines, and Benefits.
• Act as a solution-oriented professional, addressing client needs and delivering tailored insurance solutions.
• Maintain accountability for achieving new business targets and contributing to the overall success of the team.

Qualifications/Requirements

• Previous experience in quoting for new business is required.
• Strong interpersonal skills with the ability to build and maintain relationships with clients and underwriters.
• A driven and motivated mindset, with a focus on achieving results.
• Excellent organizational and time management skills to handle a high volume of accounts effectively.
• Ability to work collaboratively in a team-oriented environment.
• Open to candidates with varying levels of experience, provided they demonstrate a strong work ethic and a solution-focused approach.

#LI-EZ1