Commercial Lines Producer

Job Summary

Seeking a motivated and results-driven Commercial Lines (CL) Producer to join a team. The ideal candidate will leverage their existing network to generate leads while also working with leads provided by the branch. This role offers the opportunity to manage a book of business and contribute to the growth of the organization. If you are a dynamic professional with a passion for building relationships and driving results, encourage you to apply.

Compensation Package

• Salary vs. Commission Structure: Competitive compensation package based on experience, ranging from $50,000 to $80,000 annually. The ideal range is $60,000 to $65,000.
• Additional performance-based incentives and benefits.

Responsibilities

• Utilize personal and professional networks to generate new business leads.
• Effectively manage and grow a book of business provided by the branch.
• Build and maintain strong relationships with clients to understand their needs and provide tailored solutions.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Stay informed about industry trends, market conditions, and competitor activities.
• Meet or exceed sales targets and contribute to the overall success of the branch.

Qualifications/Requirements

• Proven experience in a sales or business development role, preferably within the insurance or financial services industry.
• Strong networking skills with the ability to generate and cultivate leads.
• Excellent communication and interpersonal skills.
• Self-motivated, goal-oriented, and able to work independently.
• Familiarity with the local market in one or more of the following areas is preferred:
  • Ideal Locations: Burlington, Davenport
  • Secondary Locations: Iowa City/North Liberty, Cedar Rapids, Cedar Falls/Waterloo
  • Tertiary Locations: Des Moines/West Des Moines and surrounding areas
• Ability to manage multiple priorities and maintain attention to detail.

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Commercial Lines Senior Client Manager - Select

Job Summary

Seeking a highly skilled and experienced Commercial Lines Senior Client Manager to join a team. In this role, you will independently manage a portfolio of select commercial clients, ensuring their satisfaction and providing strategic planning to meet their insurance needs. You will serve as the primary service contact, leveraging your expertise to deliver exceptional customer service and represent client interests within the organization.

Compensation Package

• Base Salary Range: $73,300 to $90,500 (depending on experience, qualifications, and level of responsibility).
• Benefits: Competitive benefits package and variable pay programs.

Responsibilities

• Evaluate exposures, obtain quotes, review, negotiate, and finalize insurance policies.
• Analyze client risks and provide tailored recommendations.
• Determine markets within core carrier strategy and create solutions for client needs.
• Prepare comprehensive carrier submissions and manage the binding process.
• Review binding documents for accuracy and ensure timely notifications to carriers.
• Conduct contract reviews and maintain accurate account details in the EPIC system.
• Process renewals, endorsements, cancellations, and proofs of insurance.
• Organize and manage documentation in EPIC, ensuring accuracy and accessibility.
• Utilize templates and system-generated letters for client and carrier communications.
• Create and assign activities in EPIC to team members as needed.
• Handle tasks such as ordering loss runs, generating proofs, and reviewing endorsements and audits.

Qualifications/Requirements

Work Experience

• Minimum of 3+ years of experience in Commercial Property & Casualty insurance with a strong understanding of insurance coverages.

Professional Licenses/Certifications

• Active state Property & Casualty insurance license.

Essential Skills/Competencies

• Proficiency in Microsoft Office Suite, particularly Excel, with the ability to create, format, and evaluate formulas.
• Quick adaptability to new technology platforms.
• Experience with agency management systems (e.g., EPIC) and carrier websites.
• Strong interpersonal and customer service skills with a hands-on approach.
• In-depth knowledge of guaranteed cost program design, coverage forms, and client requirements.
• Ability to develop and implement short- and long-term strategies to address client needs.
• Strong problem-solving and critical-thinking skills to resolve complex issues.
• Excellent written, oral, and interpersonal communication skills.

Education

• High School Diploma or equivalent experience required.

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Entry-Level Commercial Lines Producer

Job Summary

Seeking a motivated and dynamic Entry-Level Commercial Lines Producer to join a team. This role is ideal for individuals with a foundational understanding of insurance terminology who are eager to grow their career in commercial lines insurance sales and service.

Compensation Package

• Base Salary: $15 per hour
• Commission Structure:
  • 25% on new business (agency billed)
  • 15% on renewals (agency billed)
  • 5% on direct-billed policies for the duration of the policy
• First-Year Earnings Potential: $45,000 - $65,000 (with no cap on commissions)
• Benefits:
  • Health Insurance
  • Life Insurance
  • Supplemental Insurance
  • 401(k) with 4% employer match (after 1 year)
  • Paid Time Off (Sick and Vacation)
  • Paid Holidays
  • Agency-paid licensing and continuing education
  • Weekly team-building lunch meetings
• Work Mode: Primarily in-office with some hybrid flexibility after 90 days of onsite training

Responsibilities

• Build and maintain a referral network to grow the commercial lines book of business.
• Quote, sell, and process new and renewal business.
• Provide exceptional service to existing clients, including handling inquiries and complaints.
• Issue Certificates of Insurance and ensure accurate documentation of customer records.
• Educate clients on insurance products and services to meet their unique needs.
• Stay updated on evolving insurance products, services, and market trends.
• Collaborate with the team to achieve sales and service goals.

Qualifications/Requirements

• Valid Property & Casualty (P&C) license.
• Basic understanding of insurance terminology; prior experience in commercial lines is a plus.
• Experience with personal lines and E&S markets is beneficial.
• Proficiency in using Agency Advantage (Genesis) software is preferred.
• Strong interpersonal and communication skills; bilingual in English and Spanish is a plus.
• Self-motivated, energetic, and goal-oriented with a "go-getter" attitude.
• Ability to work effectively in a team-oriented, family-friendly environment.

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Commercial Lines Broking Associate, Consolidations - Select

Job Summary

Seeking a dedicated and skilled Commercial Lines Broking Associate to join a Consolidations team. In this role, you will leverage your expertise to influence and negotiate with trading partners, ensuring optimal outcomes for the clients and prospective clients. You will work closely with senior staff to coordinate consolidation activities for new and renewal business, supporting the business retention and production goals. This position requires a strong understanding of commercial property and casualty insurance, as well as the ability to build and maintain relationships with clients, carrier representatives, and internal associates.

Compensation Package

• Base Salary Range: $53,500 - $66,100 (depending on experience, qualifications, and business needs)
• Benefits: Competitive benefits package and variable pay programs

Responsibilities

• Collaborate with Client Advisors and Account Managers to develop and execute consolidation strategies.
• Lead competitive coverage consolidation processes, demonstrating strong negotiation skills to achieve cost, coverage, and capacity targets.
• Build and maintain productive relationships with underwriters at key trading partners.
• Participate in program design and placement strategy meetings with senior staff, client advisors, and account executives.
• Promote the use of strategic trading partners to ensure secure and dependable relationships.
• Work with National Placement resources to address clients’ comprehensive coverage needs.
• Assist senior staff with larger, more complex placements as needed.
• Prepare and review insurance program designs, submissions, and applications for underwriting.
• Negotiate best-in-class coverage terms, conditions, capacity, and cost with trading partners.
• Prepare coverage comparisons based on quotations and proposals from underwriters.
• Stay informed about market trends, pricing practices, and underwriting policies.
• Adhere to authorized workflows and standard operating procedures to maintain consistency across the organization.

Qualifications/Requirements

Work Experience

• Minimum of 2 years of experience in Commercial Property and Casualty insurance.

Professional Licenses/Certifications

• Licensed Property & Casualty insurance producer in resident state.
• Preferred: Insurance designation such as ARM or CPCU.

Essential Skills/Competencies

• Strong project and process management skills with excellent follow-through.
• Effective communication, listening, and interpersonal skills.
• Ability to influence and negotiate with trading partners to achieve optimal outcomes.
• Analytical and creative problem-solving abilities.
• Commitment to continuous learning and professional development.
• Knowledge of standard property and casualty insurance programs.
• Familiarity with the insurance marketplace, including small commercial and middle-market account segments, standard property and casualty products, and the Excess and Surplus Lines marketplace.

Education

• Bachelor’s degree from an accredited institution or equivalent professional designation.

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Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a growing team. This role is integral to the operations, focusing on servicing and account rounding for a generalist book of commercial lines accounts. If you are a motivated professional with less than five years of experience in commercial lines and a passion for delivering exceptional service, encourage you to apply.

Compensation Package

• Salary Range: $55,000 - $65,000 per year
• Holiday Bonus: Average holiday bonus for Account Managers in 2024 was $2,500
• Benefits: Comprehensive benefits package available
• 401(k): 100% match on the first 3%, 50% match on the next 2% (eligibility after 1 year)
• Paid Time Off (PTO):
  • Start with 2 weeks
  • Increase to 3 weeks after 1 year
  • Additional increases over time
• Work Arrangement: Fully onsite to start, with potential for hybrid work based on experience and performance

Responsibilities

• Provide exceptional service to a generalist book of commercial lines accounts
• Handle account rounding to ensure comprehensive coverage for clients
• Collaborate with team members to meet client needs and organizational goals
• Utilize Applied EPIC software to manage accounts and maintain accurate records

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required
• Experience:
  • Less than 5 years of commercial lines experience preferred
  • Candidates with extensive experience may not be considered
• Technical Skills: Proficiency in Applied EPIC software is preferred
• Work Style:
  • Strong attention to detail and organizational skills
  • Adaptable and open to learning new processes
  • Team-oriented with excellent communication skills

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Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. In this role, you will be responsible for managing a portfolio of commercial accounts, ranging from $20,000 to $100,000 in premium, with a total book of business of approximately $1.5 million. If you are a professional with a strong background in the insurance industry and a passion for delivering exceptional service, encourage you to apply.

Compensation Package

• Salary: $70,000 - $80,000 annually
• Commission: Additional earnings for cross-selling and bringing in new accounts
• Benefits: Comprehensive benefits package available

Responsibilities

• Fully manage and service commercial accounts from start to finish
• Handle accounts with premiums ranging from $20,000 to $100,000
• Actively cross-sell additional products and services to existing clients
• Collaborate effectively with team members to ensure client satisfaction
• Utilize EZ Lynx software (transitioning to AMS 360) for account management
• Participate in initial training at the Austin, TX office

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required
• Experience: Minimum of 4 years in the insurance industry, with at least 2 years in commercial lines
• Technical Skills: Familiarity with EZ Lynx software preferred; experience with AMS 360 is a plus
• Soft Skills:
  • Professional demeanor
  • Strong sense of accountability
  • Ability to work collaboratively within a team
• Work Environment: Fully remote position; must be able to travel to Austin, TX for initial training

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Vice President, Real Estate Unit Leader

Job Summary

Seeking a dynamic and experienced Vice President, Real Estate Unit Leader to join a team. This high-impact leadership role is pivotal in managing some of the firm’s largest Commercial Real Estate clients while leading a high-performing Real Estate Client Success Unit. As a key strategic partner, you will drive operational excellence, uphold cultural standards, and advance one of the most important industry verticals. This position offers a unique opportunity to work in a fast-paced, collaborative, and innovative environment.

Compensation Package

• Base Salary: $180,000 annually
• Bonus: Performance-based bonus structure
• Benefits: Comprehensive benefits package, including 401(k)
• Work Environment: Semi-hybrid (flexible) for local candidates in Kansas City; fully remote options available with provided equipment
• Paid Time Off: Unlimited PTO

Responsibilities

• Lead and mentor a high-performing Real Estate Client Success Unit, fostering a culture of collaboration and continuous improvement.
• Manage a portfolio of large market real estate accounts, averaging $200,000+ in revenue.
• Serve as the primary point of contact for clients, providing expert guidance and solutions for complex real estate claims.
• Develop and execute strategic marketing and placement initiatives, negotiating and building strong relationships with carriers and stakeholders.
• Act as a problem-solver and thought leader, driving innovation and efficiency within the team.
• Collaborate with leadership to advance the firm’s real estate vertical and achieve business growth objectives.

Qualifications/Requirements

• Experience: Minimum of 10 years of experience managing large market real estate accounts, with a proven track record of success in client-facing roles.
• Licenses/Designations: Property & Casualty (P&C) license required.
• Technical Skills: Proficiency in Epic software and a strong understanding of marketing and placement processes within the real estate sector.
• Soft Skills: Problem-solving mindset, ability to think outside the box, self-starter attitude, team-oriented, and collaborative.
• Preferred Background: Experience with large firms such as Aon or Gallagher is highly desirable.

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Responsibilities

• Build, manage, and strengthen relationships with clients by understanding and addressing their personal insurance needs.
• Provide advisory services and tailored solutions for both high-net-worth and standard personal lines clients.
• Market, quote, and place personal lines policies, ensuring recommendations align with each client’s goals and coverage requirements.
• Analyze insurance policies, endorsements, and renewals to ensure accuracy, adequate coverage, and compliance with company and industry standards.
• Act as a trusted advocate for clients during claims, providing support and working with adjusters, underwriters, and providers to ensure timely and satisfactory resolutions.
• Collaborate with insurance carriers to negotiate pricing, manage renewals, and design package solutions that best fit client needs.
• Stay up to date with market trends, insurance products, and regulatory requirements to ensure clients are offered the best options and remain well-informed.
• Proactively identify cross-selling and up-selling opportunities, contributing to team and organizational growth.
• Assist in mentoring junior staff and fostering a positive, collaborative workplace.

Qualifications

• Strong knowledge of personal lines insurance policies, underwriting guidelines, and compliance regulations.
• Exceptional interpersonal and communication skills with the ability to build meaningful client relationships.
• Detail-oriented with excellent organizational and analytical skills.
• Proficiency with insurance-related software, CRM tools, and Microsoft Office Suite.
• Valid 2-20 Insurance License
• Ability to thrive in a collaborative and fast-paced environment while managing multiple priorities.

Preferred Qualifications:

• Previous experience as an Account Executive or Account Manager
• Familiarity with high-net-worth clientele and premium coverage options.
• Professional insurance designations, such as CIC, CISR, or CPRIA, are highly desirable.

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