Position Overview

Our client, a rapidly growing insurance agency is seeking a strategic Chief Financial Officer to join its executive leadership team. Reporting directly to the President, the CFO will play a critical role in driving financial strategy, operational scalability, long-term growth initiatives, and overall organizational performance. This individual will help guide the company through its next phase of expansion, including both organic growth and acquisition activity, while enhancing financial infrastructure, operational efficiency, and enterprise value.

Key Responsibilities

•25% Strategic Financial Leadership: Partner with executive leadership to develop and execute financial strategies that support profitability, operational scalability, and long-term organizational growth. Provide insight into revenue performance, operational metrics, margin trends, compensation structures, and overall business performance across the organization.
•20% Growth & Capital Strategy: Support and help execute strategic growth initiatives, including acquisition activity, financial analysis, valuation modeling, capital planning, and post-transaction integration efforts. Manage relationships with banking and financial partners while helping maintain appropriate •liquidity, leverage, and capital allocation strategies.
•15% Operational Scaling & Infrastructure: Build and enhance financial processes, reporting capabilities, systems, and internal controls to support a rapidly evolving and growth-oriented organization. Help mature the finance function through improved analytics, standardized reporting, and scalable operational infrastructure.
•15% Ownership & Long-Term Planning: Support ownership planning, succession-related initiatives, valuation processes, and long-term equity/value realization strategies. Help create sustainable frameworks that support employee retention, leadership continuity, and long-term organizational independence.
•15% Reporting & Compliance: Oversee financial reporting, audit coordination, and compliance efforts to ensure accuracy, transparency, and adherence to applicable financial and regulatory standards. Maintain strong relationships with external partners, advisors, and stakeholders.
•10% Financial Planning & Analysis: Lead budgeting, forecasting, and long-term financial modeling processes to support strategic decision-making. Develop scenario planning and performance analysis tied to growth initiatives, investments, operational priorities, and organizational planning efforts.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field required; CPA and/or MBA preferred
• 10+ years of progressive finance leadership experience within a growth-oriented organization
• Strong experience with financial operations, strategic planning, and organizational scaling initiatives
• Demonstrated exposure to M&A activity, including financial diligence, valuation, integration, and post-acquisition reporting
• Experience managing lender, investor, or capital partner relationships preferred
• Strong analytical, operational, and strategic leadership capabilities
• Excellent communication and executive-level stakeholder management skills
• Hands-on leadership style with the ability to balance high-level strategy and operational execution

Ideal Profile

•The ideal candidate is a forward-thinking and highly analytical finance leader with a strong operational mindset and a collaborative leadership approach. This person thrives in dynamic, evolving environments and enjoys building scalable processes, improving infrastructure, and helping organizations grow strategically.
•The successful candidate will combine strong business acumen with exceptional attention to detail, while also bringing the communication and leadership skills necessary to influence executives, mentor teams, and drive organizational alignment. A strong sense of integrity, accountability, and long-term relationship orientation is essential.
•As a key member of the executive leadership team, the Chief Financial Officer will report to the President and assume a strategic role in the overall management of the Agency. The CFO will lead financial strategy, planning, and execution across the organization, with a particular focus on scaling this high-growth insurance broker, executing M&A, and optimizing capital structure to support long-term value creation for shareholders, partners, and employees.

Salary/Compensation

•Salary: $275-$300K base with 20% bonus  
•Comprehensive benefits package 
•401(k) retirement plan
•Hybrid remote work option 

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

Small Business Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Small Business Commercial Lines Account Manager to join a team. This role is ideal for a professional with a strong background in commercial insurance who is passionate about delivering exceptional service to small business clients. The successful candidate will play a key role in servicing and marketing small business commercial accounts, ensuring efficiency and client satisfaction.

Compensation Package

• Salary: Up to $65,000+ (depending on experience)
• Benefits: Comprehensive benefits package, including 401(k)

Responsibilities

• Service and manage small business commercial accounts.
• Quote new and renewal business using online portals.
• Handle a small volume of inbound client calls and assist with rounding out accounts.
• Collaborate with the team to centralize processes and improve efficiency.
• Maintain a high level of professionalism and client satisfaction.

Qualifications/Requirements

• Experience: Minimum of 5 years in commercial insurance account management (candidates with slightly less experience may be considered at a lower salary).
• Licenses/Designations: Relevant insurance licenses are required.
• Technical Skills: Proficiency in Epic software is preferred.
• Location: Must be based in Alabama, with a preference for Birmingham, Troy, or Gulf Shores. Candidates in other locations must be able to travel to an office periodically.
• Soft Skills: Strong organizational skills, attention to detail, excellent communication abilities, and a client-focused mindset.

#LI-SL1

Workers’ Compensation Claims Adjuster – Nevada (Remote)

Job Summary
Seeking an experienced Workers’ Compensation Claims Adjuster to manage a diverse caseload for multiple accounts, including both insurance and self-insured employers. This position requires strong knowledge of Nevada Workers’ Compensation law, as well as experience handling litigated claims. The ideal candidate will possess excellent communication, analytical, and organizational skills, with the ability to manage claims efficiently and deliver superior customer service.

Responsibilities

• Receive and review claim assignments, confirming policy coverage and directing timely acknowledgments of claims.
• Manage a caseload of approximately 100 lost time claims, including 15%–20% litigated files.
• Oversee claims through the full life cycle, ensuring timely and accurate handling in accordance with jurisdictional regulations.
• Investigate claims, gather supporting documentation, and determine compensability.
• Communicate effectively with claimants, employers, medical providers, attorneys, and other stakeholders.
• Develop and execute strategies to resolve claims promptly and within authority levels.
• Maintain detailed and accurate documentation within the claims management system.
• Ensure compliance with all applicable state laws and internal procedures.

Qualifications/Requirements

• Minimum of 3 years of Workers’ Compensation lost time claims handling experience.
• Active Nevada Adjuster License required.
• Must reside in the state of Nevada.
• Strong knowledge of Nevada Workers’ Compensation laws and regulations.
• Proven experience managing litigated claims.
• Excellent customer service and organizational skills.
• High school diploma required; bachelor’s degree preferred.

Compensation Package

• Compensation: $80K - $93K (depending on experience) + bonus opportunities
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, and more.

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-PR1

#LI-MW1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is integral to maintaining and growing commercial insurance accounts, with a focus on providing exceptional customer service and ensuring the accuracy and efficiency of policy management. The ideal candidate will have a strong background in commercial insurance, excellent communication skills, and a team-oriented mindset. This position offers a hybrid work environment, with the flexibility to work from home three days a week.

Compensation Package

• Salary: $65,000 - $80,000 annually, based on experience
• Bonus: Annual performance-based bonus tied to agency success
• Benefits:
  • Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
  • Coverage for continuing education expenses
• Work Environment: Hybrid (3 days remote, 2 days in-office)

Responsibilities

• Maintain accurate records within the agency management system and electronic files.
• Provide exceptional customer service to build and maintain positive client relationships.
• Communicate professionally and effectively with clients and insurance carrier representatives.
• Prepare and maintain client-facing presentation documents.
• Participate in and/or lead in-person and virtual client and carrier meetings as needed.
• Review all renewal and new business policies for accuracy and request corrections as necessary.
• Handle billing, premium financing, and non-payment processing and follow-up.
• Process policy change requests and audits, ensuring timely endorsement follow-up and billing.
• Oversee the issuance of new and renewal Certificates of Insurance and Automobile ID Cards as needed.
• Utilize insurance carrier online systems efficiently.
• Market new and renewal business, including market selection, online rating, submissions, and coverage analysis.
• Field calls regarding claims, direct clients to the appropriate carrier for submitting claims, and assist clients with claim-related questions (50-60% of the role).

Qualifications/Requirements

• Active Property & Casualty (P&C) insurance license.
• 3-5+ years of demonstrated knowledge and experience in commercial insurance, including claims exposure.
• Proficiency in Microsoft Office Suite.
• Familiarity with agency management software is preferred.
• Strong interpersonal and communication skills (both oral and written).
• Ability to establish and maintain effective working relationships with peers and clients.
• A positive, team-oriented attitude with a willingness to grow and contribute to the company’s success.

#LI-MB6

Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines Producer.

Job Description: Personal Lines Producer

Job Summary

This position seeks a dynamic and goal-driven Personal Lines Producer to join the team. The role involves building and maintaining relationships with clients, providing personalized insurance solutions, and driving growth in the personal lines insurance portfolio. This position is suited for individuals who excel in client-facing environments and are passionate about helping individuals and families protect their assets.

Responsibilities

• Develop and maintain a strong pipeline of prospective clients for personal insurance lines, including auto, homeowners, renters, and other personal policies.
• Build and nurture relationships with existing and prospective clients to understand their insurance needs and recommend appropriate coverage solutions.
• Assess and analyze clients' insurance requirements with a focus on providing tailored solutions to protect their personal assets.
• Handle policy inquiries, renewals, endorsements, claim-related questions, and customer concerns promptly and professionally.
• Cross-sell and up-sell additional coverage options to enhance revenue growth, ensuring the best interests of clients are prioritized.
• Collaborate with underwriting teams to ensure alignment of insurance solutions with company policies and guidelines.
• Stay informed on industry trends, insurance products, and compliance requirements.
• Meet individual and team sales targets, contributing to the company’s goal of providing exceptional service and solutions.
• Participate in networking events, community engagements, and outreach efforts to build relationships and increase brand awareness.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• Proven track record in sales, customer service, or similar client-facing roles, preferably within the insurance industry.
• Strong communication, negotiation, and interpersonal skills to build genuine client relationships.
• Excellent organizational and time-management skills to prioritize tasks and meet deadlines.
• Proficiency in using insurance software tools and basic office applications, including Word, Excel, and Outlook.
• Entrepreneurial mindset with a results-driven attitude and a dedication to continuous professional development.
• Ability to work effectively in a team-oriented environment.
• High level of resilience and adaptability to thrive in a fast-paced industry.

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-ID1

Our client, a well-established and growing independent insurance agency, is seeking a Training & Business Technology Leader to join their team. This individual will play a key role in building and delivering training programs that drive consistency, technology adoption, operational efficiency, and employee effectiveness across the organization.

This position will partner closely with department leadership to ensure employees understand the systems, tools, workflows, and processes necessary to succeed in their roles. The ideal candidate will bring a strong blend of insurance operations knowledge, training experience, and process improvement expertise.

Key Responsibilities

• Lead the development and delivery of training initiatives across core systems, tools, and operational processes
• Partner with department leaders to create role-based onboarding, training paths, and process documentation
• Support adoption of technology platforms and operational best practices across teams
• Reinforce training standards and identify recurring process gaps, inefficiencies, or workflow inconsistencies
• Assist in onboarding and foundational insurance education for new employees
• Develop and maintain SOPs, process guides, checklists, and training materials
• Help implement quality assurance initiatives and partner with leadership on targeted development opportunities
• Participate in workflow improvement initiatives that enhance client experience and operational effectiveness
• Manage the full learning lifecycle, including needs assessment, curriculum development, implementation, and ongoing evaluation
• Collaborate cross-functionally to support organizational consistency and continuous improvement efforts

Qualifications

• Bachelor’s degree preferred or equivalent industry experience
• 8+ years of Commercial P&C insurance experience within an agency or brokerage environment
• 5+ years of experience in training, onboarding, process improvement, or operational implementation
• Experience supporting system rollouts, workflow documentation, and technology adoption initiatives
• Strong understanding of operational best practices and process standardization
• Ability to analyze workflows, identify inefficiencies, and recommend improvements
• Strong communication, facilitation, and organizational skills
• Proficiency with Microsoft Office and agency management systems
• Insurance designations are a plus

Compensation & Benefits

• Base salary: $120K–$130K 
• Annual performance bonus: 10% Target
• Competitive PTO and benefits package

#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

Personal Insurance Account Executive

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

 Requirements: 

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

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $50K-$70K (depending on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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-BJ1

Commercial Insurance Account Executive/Marketer

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. 

The ideal candidate will have the following qualifications:

• Experience working with commercial lines policies, including Property, Workers Comp, Auto, General Liability, etc.
• Prior experience in a client facing role, building and maintaining relationships.
• Ability to handle new and renewal business.
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

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-BJ1