Job Title: Licensed Commercial Lines CSR (Growth Track to Producer)
Location: King of Prussia, PA (In-office; remote 1 day/week after 90 days)
Salary: $50,000–$60,000 base + commission opportunity
Benefits: Full benefits package

Overview
A growing, team-oriented insurance agency is seeking a Licensed Commercial Lines CSR interested in developing into a Producer role. This position starts with client service and transitions into sales over time, offering strong training, internal support, and access to warm referral opportunities—no heavy cold calling required.

Key Responsibilities

• Service a commercial lines book of business

• Handle COIs, endorsements, policy setup, renewals, and policy changes

• Manage enrollments, cancellations, and reinstatements

• Support Inland Marine policies and certificate tracking

• Assist with cross-selling within existing accounts

• Build relationships with carriers and internal partners

• Gradually take on sales and business development responsibilities

Industries Served

• Contractors & construction

• Landscaping businesses

• Equipment and physical damage coverage

Growth Opportunity

• Start in a service-focused role

• Transition into a Producer position over time

• Increase earning potential through commissions as your book grows

Qualifications

• Active Property & Casualty License

• 2+ years of commercial insurance service experience

• Experience with COIs, endorsements, and policy servicing

• Interest in moving into a sales/producer role

• Strong communication and organizational skills

• Team-oriented mindset

#LI-NK1

Senior Data Analyst

Job Summary

Seeking a highly skilled and experienced Senior Data Analyst to join a growing team. In this role, you will play a pivotal part in advancing our enterprise reporting, analytics, and business intelligence capabilities. Collaborating closely with technology teams, business leaders, and data professionals, you will transform complex datasets into actionable insights that drive operational efficiency and strategic decision-making.

Compensation Package

• Competitive salary based on experience and qualifications
• Comprehensive benefits package, including health, dental, and vision insurance
• Generous paid time off and holiday schedule
• Professional development opportunities and access to training resources
• Flexible work environment with opportunities for remote work

Responsibilities

Reporting & Analytics Solutions

• Develop and maintain interactive dashboards, operational reports, and executive-level analytics using modern BI tools.
• Build scalable reporting frameworks to support recurring and on-demand data analysis.
• Ensure reporting accuracy and consistency across multiple functional areas, including finance, operations, and sales.
• Deliver scheduled and ad-hoc insights to help teams monitor performance and identify opportunities.

Data Exploration & Insight Generation

• Conduct in-depth analysis on large datasets to identify patterns, trends, and performance drivers.
• Apply analytical methods and statistical techniques to answer business questions.
• Translate complex data into actionable insights for both technical and non-technical stakeholders.
• Establish validation processes to improve reliability and trust in enterprise data assets.

Data Modeling & Query Development

• Develop complex queries, views, and stored procedures to support analytics workloads.
• Collaborate with data engineering teams to design efficient data models and improve reporting structures.
• Optimize performance through query tuning, indexing strategies, and enhanced data model architecture.

Automation & Efficiency Improvements

• Streamline recurring reporting tasks through automation and improved data workflows.
• Replace manual reporting processes with scalable business intelligence solutions.
• Implement monitoring and quality checks to ensure ongoing data accuracy and reliability.

Business Collaboration

• Partner with stakeholders to understand analytical needs and translate requirements into technical deliverables.
• Present analytical findings and recommendations in a clear, actionable format.
• Participate in initiatives focused on improving analytics platforms and data infrastructure.

Leadership & Best Practices

• Provide guidance and mentorship to junior analysts on query development, data modeling, and reporting design.
• Promote consistent metric definitions, documentation standards, and reporting governance across teams.
• Support the development of internal documentation and shared knowledge resources related to analytics and data management.

Qualifications/Requirements

• Bachelor’s degree in Computer Science, Information Systems, Data Analytics, or a related field.
• Several years of professional experience in data analysis, reporting, or business intelligence roles.
• Strong SQL development skills with experience building complex queries and optimizing performance.
• Hands-on experience with modern BI and visualization tools, including dashboard development and report design.
• Experience working with dimensional data models and structured analytics environments.
• Familiarity with Python for data analysis (such as pandas or NumPy) is preferred.
• Exposure to cloud-based data platforms or modern data infrastructure environments is beneficial.
• Strong communication skills with the ability to translate analytical findings into business insights.

#LI-MC1

Commercial Lines Account Manager (CLAM)

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager (CLAM) to join our team. This is an exciting opportunity to work with a diverse portfolio of accounts, including contractors, manufacturing, restaurants, and generalist businesses.

Compensation Package

• Salary Range: $70,000 - $120,000 (commensurate with experience)
• Work Environment: On-site position at our Arlington Heights, IL office

Responsibilities

• Manage and service a diverse book of commercial lines accounts, including contractors, manufacturing, restaurants, and generalist businesses.
• Handle quoting for new and renewal business, with a focus on renewals (approximately 75%).
• Provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring client satisfaction.
• Collaborate with team members to ensure seamless account management and client retention.
• Utilize EPIC software to manage accounts and maintain accurate records.
• Stay informed about industry trends and regulatory changes to provide clients with the best possible advice and solutions.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 4 years of experience in commercial lines account management, preferably with small shop experience.
• Technical Skills: Proficiency in EPIC software is preferred.
• Soft Skills:
  • Strong multitasking abilities and organizational skills.
  • A proactive, Type A personality with a strong work ethic.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively in a professional team environment.
  • Stability in career history (non-job-hopping).

#LI-LP1

Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Manager to join a dynamic and friendly team. This role involves managing a diverse book of business, providing exceptional service to clients, and contributing to the growth and success of the organization. The ideal candidate will be a self-starter with a strong background in commercial insurance, excellent communication skills, and a proven ability to manage a full book of business independently. This position offers the flexibility of working remotely 90% of the time, with occasional in-office meetings.

Compensation Package

• Salary: $70,000 - $85,000 annually (up to $90,000 for exceptional candidates, depending on experience)
• Benefits:
  • Medical, dental, and vision insurance
  • Company-provided equipment for remote work
  • Opportunities for professional growth and development
  • Collaborative and supportive work environment with regular team-building activities

Responsibilities

• Manage a book of business valued at over $1.5 million, with accounts ranging from $5,000 to $500,000.
• Handle claims and payment assistance for clients.
• Conduct policy renewals, coverage reviews, pricing, and delivery.
• Support new business sales, including sourcing, quote preparation, and presentation.
• Prepare Acord and application forms.
• Manage inbound and outbound sales and service phone calls.
• Perform data entry and maintain records in the Applied Systems Epic agency management system.
• Collaborate with MGAs and underwriters to ensure optimal client solutions.
• Utilize Microsoft Outlook, Word, and Excel for daily tasks.
• Participate in occasional in-office meetings (approximately 8 times per year).
• Take on additional responsibilities and learn new skills as needed.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years of experience in commercial insurance, with a strong background in surplus lines.
• Technical Skills: Proficiency in Microsoft Outlook, Word, and Excel. Experience with Applied Systems Epic is preferred.
• Soft Skills:
  • Personable and approachable demeanor.
  • Strong team player with a collaborative mindset.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and manage multiple priorities effectively.
  • Detail-oriented with strong organizational skills.

#LI-AM2

Controller/Accounting Director

An insurance agency in Virginia is seeking a Controller/Accounting Director to join their team and supervise their company's financials. This person should be able to supervise company budgets, trends, acquisitions, devise new procedures, structure compensation plans, assist with implementing protocols, have corporate tax knowledge, and detail financial reporting.

Insurance industry and Applied Epic is preferred.

Responsibilities

• Drive the company’s financials.
• Perform risk management by analyzing the organization’s liabilities and investments.
• Decide on investment strategies.
• Control and evaluate the organization’s plans and capital structure.
• Ensure cash flow is appropriate for the organization’s operations.
• Supervise 4-person department personnel.
• Support and participate with the company Executive team.
• Prepare reliable current and forecasting reports.
• Assist with managing corporate taxes.
• Assist Operations department as needed.
• Reconcile other partnerships our agency has.

Skills

• Proven experience as finance officer/controller or relevant role.
• In depth knowledge of corporate financials.
• Excellent knowledge of data analysis and forecasting methods.
• Proficient in the use of MS Office. (Applied Epic insurance software knowledge is a plus)
• Ability to strategize and solve problems.
• Strong leadership and organizational skills.
• Excellent communication, detail and people skills.
• An analytical mind, comfortable with numbers.
• Insurance industry is a plus

Benefits:

• Competitive Salary: $95,000-$120,000
• 401K ER matching
• Medical, Dental, Vision, Voluntary, and ER Paid benefits offered
• Paid Time Off

Schedule:

• Monday to Friday 8:30-5
• Hybrid 3 days in/2 days remote

#LI-ET1

Job Title: Personal Lines Account Manager

Job Summary

Seeking a customer-focused Personal Lines Account Manager to act as the main point of contact for clients, assisting them with their personal insurance policies and delivering an outstanding customer experience. The role involves fostering strong client relationships, managing policy renewals, and providing tailored insurance solutions that meet customer needs. Ideal candidates should be skilled in account management, customer service, and driving client satisfaction.

Responsibilities

• Act as the primary contact for clients, providing personalized service and expert advice on personal lines insurance products.
• Build and maintain strong, long-term client relationships to ensure retention and satisfaction.
• Oversee account administration, including policy renewals, changes, and claims support.
• Proactively review policies to ensure clients have appropriate coverage and recommend necessary adjustments.
• Address client inquiries and resolve issues efficiently with professionalism.
• Collaborate with insurance carriers to secure quotes, process applications, and negotiate favorable terms.
• Ensure compliance with internal policies, procedures, and regulatory requirements.
• Identify opportunities to enhance workflows, processes, and service delivery within the team.
• Stay informed about industry trends, regulations, and new insurance offerings.

Qualifications/Requirements

• Proven experience as an Account Manager, Insurance Specialist, or similar role, ideally in personal lines insurance.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong communication, interpersonal, and relationship-building skills.
• Excellent problem-solving and decision-making abilities focused on client satisfaction.
• Detail-oriented with strong organizational and time-management capabilities.
• Proficiency in insurance management systems and standard office software (e.g., Microsoft Office Suite).
• Ability to work both independently and collaboratively within a team-oriented environment.

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-DH1

Senior Regulatory Compliance Advisor – Employee Benefits

Job Summary

Seeking a highly skilled and experienced Senior Regulatory Compliance Advisor – Employee Benefits to join a team. This is a strategic and advisory-level role that will play a critical part in ensuring compliance with complex employee benefits regulations. The successful candidate will act as a subject-matter expert, providing guidance to internal teams, clients, and external legal counsel. This position offers the opportunity to make a significant impact through thought leadership, client advisory, and the development of firmwide compliance processes. The role can be fully remote, with an optional in-office presence.

Compensation Package

• Salary Range: $120,000 – $180,000 (based on experience)
• Benefits: Comprehensive benefits package, including health insurance and 401(k)
• Remote Work: Fully remote option available; in-office presence is a plus

Responsibilities

• Serve as a subject-matter expert on complex employee benefits compliance issues, including ERISA, ACA, COBRA, FMLA, PCORI, non-discrimination testing, Form 5500 filings, and state/municipal regulations.
• Conduct compliance risk assessments and develop compliance checklists and processes.
• Coordinate filings, calculate fees and tests, and resolve compliance issues.
• Educate clients and provide internal and external training on regulatory compliance.
• Produce regulatory updates, white papers, webinars, and other thought leadership content.
• Advise leadership-level stakeholders on compliance strategies and best practices.
• Collaborate with internal teams, clients, and external legal counsel to ensure seamless compliance operations.

Qualifications/Requirements

• Minimum of 7+ years of experience in healthcare or employee benefits compliance.
• In-depth knowledge of employee benefits regulations, including ERISA, ACA, COBRA, FMLA, PCORI, and related compliance requirements.
• Proven ability to navigate overlapping and conflicting regulations.
• Experience working with mid-market to large employer groups, including self-funded and fully insured plans.
• Strong analytical and problem-solving skills, with the ability to conduct compliance risk assessments and develop effective solutions.
• Excellent communication and presentation skills, with the ability to educate and advise clients and internal teams.
• CEBS designation is a plus; L&H License preferred if coming from a non-carrier background.

#LI-AS2

Commercial Lines Account Manager

Job Summary

Seeking a dedicated, detail-oriented, and customer-focused Commercial Lines Account Manager. This position serves as a link between clients and insurers by managing relationships, processing insurance needs, and ensuring client satisfaction. The role requires utilizing insurance expertise and account management skills to provide excellent service, build long-term relationships, and contribute to the growth and retention of client accounts.

Responsibilities

• Build, manage, and maintain strong client relationships with a focus on understanding client needs and delivering tailored insurance solutions.
• Handle day-to-day servicing of commercial lines accounts, including processing endorsements, renewals, audits, cancellations, and certificates of insurance.
• Proactively communicate and follow up with clients on policy changes, billing inquiries, and other service requests.
• Collaborate with sales teams to develop strategies for retaining and expanding client accounts.
• Review and analyze current policies to identify opportunities for enhancing coverage, minimizing risk, and optimizing client portfolios.
• Serve as a point of contact between clients and insurance carriers, negotiating terms and ensuring seamless communication.
• Stay updated on industry trends, coverage options, and regulatory requirements to offer informed advice and guidance.
• Maintain accurate and organized client records in compliance with company practices and guidelines.
• Assist in resolving claims-related issues, liaising with insurance adjusters and carriers as needed.
• Participate in company meetings, training sessions, and professional development opportunities to enhance skills.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• Proven experience in commercial insurance account management or a similar customer service role.
• Strong knowledge of commercial insurance policies, coverage options, and industry regulations.
• Excellent relationship-building skills with a client-first mindset and a commitment to delivering exceptional service.
• Detail-oriented with the ability to multitask, prioritize, and meet deadlines in a fast-paced environment.
• Exceptional verbal and written communication skills.
• Proficiency in using insurance agency management systems, CRM tools, and Microsoft Office Suite (Word, Excel, Outlook).
• A proactive, problem-solving attitude, and the ability to work independently or as part of a collaborative team.

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-JN4

Property & Casualty Insurance Producer

Established Agency seeking experienced producer with a hunter mentality. Must have comprehensive understanding of P&C Insurance, be a networking rock star, and demonstrate a clear ability to recognize broker needs.

The ideal candidate will have the following qualifications:

• Comfortable thinking outside the box and overcoming obstacles.
• Consultative sales.
• Prior sales experience.
• Must possess excellent communication skills, including telephone etiquette.
• Ability to travel within their assigned territory
• Work independently and as part of a team to drive agency revenue.
• Apply problem solving techniques to various issues.
• Ability to work with multiple carriers & grow broker network.
• Must carry an active P&C license.

#LI-BJ1

• $75K - $90K Annually (based on experience)
• Annual bonus potential
• Flex schedule and ability to work remotely
• 401k Plan
• Health and Dental Plan
• Generous PTO 

 #LI-PR1