Chief Underwriting Officer

Job Summary

Seeking an experienced and visionary Chief Underwriting Officer (CUO) to oversee all underwriting activities, develop robust underwriting strategies, and ensure profitability while managing risk. This executive leadership role requires proven expertise in underwriting across diverse portfolios, innovation, and the ability to cultivate a collaborative environment. The CUO will shape underwriting practices to align with long-term organizational goals.

Responsibilities

• Develop and implement underwriting policies, strategies, and standards to ensure profitability and compliance with regulatory requirements.
• Lead, mentor, and inspire a team of underwriters, fostering a culture of collaboration and growth.
• Analyze data and market trends to inform strategic decision-making and adjust underwriting guidelines as necessary.
• Collaborate with the executive team to design and execute business strategies that align with organizational objectives.
• Assess underwriting performance and manage risk exposures to optimize portfolio quality and profitability.
• Establish and continuously improve operational processes to enhance efficiency and accuracy.
• Build and maintain strong relationships with key stakeholders, including brokers, reinsurers, and regulators.
• Ensure compliance with all relevant legal, financial, and ethical standards.

Qualifications/Requirements

• Bachelor’s degree in finance, business, insurance, or a related field; an advanced degree or relevant professional certification (e.g., CPCU, ARM) is highly preferred.
• Extensive experience in underwriting leadership roles, with a track record of managing diverse teams and portfolios.
• Demonstrated expertise in risk assessment, reinsurance structures, and profitability management.
• Outstanding analytical, decision-making, and problem-solving abilities.
• Exceptional interpersonal and leadership skills, with an ability to cultivate collaboration.
• Strong communication and negotiation skills, with the ability to build trust with various stakeholders.
• Proficiency in leveraging technology and data analytics to refine underwriting practices and inform strategy.
• Deep knowledge of regulatory and compliance frameworks within the insurance 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.

Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a team. This role is a key part of the organization, responsible for providing exceptional service to clients by managing personal lines accounts, including home, auto, and umbrella insurance policies. If you are passionate about delivering outstanding customer service and thrive in a collaborative team environment, we encourage you to apply.

Compensation Package

• Salary Range: $40,000 - $70,000 (commensurate with experience)
• Incentives: Performance-based incentives
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Environment: Fully onsite, fostering a supportive and team-oriented culture

Responsibilities

• Provide full-service account management for personal lines insurance clients, including quoting, renewing, and servicing policies.
• Handle accounts with premiums up to $15,000, with an average account size of $3,000.
• Collaborate with carriers such as AIG, Arbella, CHUBB, CNA, Hagerty, and MAPFRE to ensure optimal coverage for clients.
• Build and maintain strong relationships with clients, addressing their inquiries and resolving issues promptly.
• Utilize Applied EPIC software to manage client accounts and ensure accurate documentation.
• Contribute to the positive office culture and work collaboratively with a team of experienced professionals.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license preferred. Candidates without a license must be willing to obtain one.
• Experience: Open to candidates with varying levels of experience, including those new to the industry or transitioning from captive insurance roles.
• Skills:
  • Strong customer service and communication skills
  • Detail-oriented with excellent organizational abilities
  • Proficiency in using Applied EPIC software is a plus
• Work Ethic: A proactive and team-oriented mindset with a commitment to delivering exceptional service.

#LI-BH1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join an established insurance agency with a long-standing history of success in the industry. This role is responsible for managing a portfolio of personal lines accounts while delivering exceptional service and fostering strong client relationships. The organization offers a supportive, growth-oriented environment with a focus on long-term stability and professional development.

Compensation Package

• Salary Range: $50,000 - $75,000 (commensurate with experience)
• Incentives:
  • 50% commission on new business
  • 10% commission on renewals
  • 50% commission on account rounding for house accounts in the first year
• Benefits: Comprehensive health benefits
• Remote Work: One day per week work-from-home option (rotating schedule) after a 90-day probationary period
• Other Perks: Modern office environment with ergonomic workstations

Responsibilities

• Provide full-service account management for personal lines clients, including quoting, binding, and servicing policies.
• Manage an alpha-split book of standard personal lines accounts, including home, auto, umbrella, and other policies, with premiums up to $15,000 (average account size: $4,000).
• Handle new business and renewal quoting, ensuring accuracy and timeliness.
• Build and maintain strong relationships with clients, carriers, and internal team members.
• Identify opportunities for account rounding and cross-selling to meet client needs.
• Utilize AMS360 software to manage accounts and maintain accurate records.

Qualifications/Requirements

• Experience: Minimum of 2 years of experience in an independent insurance agency (open to candidates with captive agency experience).
• Licensure: Property & Casualty (P&C) license preferred; must obtain within 90 days of hire if not already licensed.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Client Service Skills: Strong interpersonal and communication skills, with a client-focused approach.
• Organizational Skills: Ability to manage multiple accounts and prioritize tasks effectively.
• Work Ethic: Self-motivated, detail-oriented, and committed to delivering high-quality service.

#LI-BH1

Senior Bodily Injury Adjuster - Commercial Trucking

Job Summary

Seeking a highly skilled and experienced Senior Bodily Injury Adjuster specializing in Commercial Trucking claims to join a dynamic and growing team. The ideal candidate will possess strong technical expertise in handling bodily injury claims, exceptional negotiation skills, and a commitment to delivering outstanding customer service.

Compensation Package

• Salary: $80,000–$85,000 annually (up to $88,000 for exceptional candidates)
• Health Insurance: Multiple options available, including a high-deductible plan with 100% company-paid premiums for individuals and families
• Stock Options: Available for IPO or company sale
• Wellness Benefit: $75/month reimbursement for gym memberships, massages, or other wellness-related expenses
• Additional Perks: Free onsite parking
• Professional Development: Opportunities for growth and industry certifications

Responsibilities

• Investigate and manage a caseload of first and third-party personal auto bodily injury claims.
• Analyze coverage and interpret policy language to determine claim applicability.
• Conduct thorough liability investigations, including comparative negligence evaluations.
• Establish and maintain appropriate claim reserves throughout the life of each file.
• Evaluate medical records, treatment plans, wage loss documentation, and damages to determine claim value.
• Negotiate settlements directly with claimants, attorneys, and other involved parties.
• Coordinate with defense counsel and other vendors on litigated files when necessary.
• Maintain accurate claim documentation while ensuring compliance with company guidelines and state regulations.
• Communicate effectively with insureds, claimants, attorneys, medical providers, and internal stakeholders.
• Meet established quality, productivity, and customer service expectations.

Qualifications/Requirements

• Minimum of 3 years of experience handling Personal Auto Bodily Injury claims.
• Strong knowledge of coverage analysis, liability investigations, and injury claim evaluation.
• Proven experience managing bodily injury claims from initial investigation through resolution.
• Exceptional negotiation skills with the ability to evaluate exposures and achieve appropriate settlements.
• Excellent analytical, organizational, and decision-making abilities.
• Strong verbal and written communication skills.
• Ability to manage a high-volume caseload while maintaining quality claim handling standards.
• Active adjuster license in home state.
• Bachelor's degree preferred, or equivalent insurance claims experience.

#LI-JF1

Account Manager - Real Estate and Construction

Job Summary

Seeking a dedicated and experienced Account Manager with a strong background in real estate and construction to join a team. This is a 100% onsite role, focusing on servicing and remarketing small to middle-market accounts ranging from $10,000 to $250,000. The ideal candidate will bring expertise in managing accounts, a proactive approach to client service, and a commitment to excellence. This position offers an exciting opportunity to work with a dynamic team in a fast-paced environment.

Compensation Package

• Salary: Targeting $85,000 annually, with flexibility for highly qualified candidates.
• Benefits: Comprehensive benefits package, including health insurance

Responsibilities

• Manage and service a portfolio of small to middle-market accounts within the real estate and construction sectors.
• Handle remarketing efforts to ensure client satisfaction and retention.
• Collaborate with internal teams, including claims and certification teams, to deliver seamless client support.
• Provide quotes for new and renewal business as needed.
• Maintain accurate records and documentation for all accounts.
• Build and nurture strong relationships with clients to understand their needs and provide tailored solutions.

Qualifications/Requirements

• Experience: Minimum of 3-5 years of experience in account management, with a focus on real estate and construction industries.
• Education: Bachelor’s degree in Business, Finance, or a related field preferred.
• Technical Skills: Familiarity with Zywave is a plus but not required.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Excellent organizational and time management abilities.
  • Problem-solving mindset with attention to detail.
  • Ability to work collaboratively in a team-oriented environment.
  • Client-focused approach with a commitment to delivering exceptional service.
• Licenses/Certifications: Relevant licenses or designations are preferred but not mandatory.

#LI-KR1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and motivated professional to join a team. This is an exciting opportunity to contribute to a dynamic and forward-thinking organization. The ideal candidate will bring a strong work ethic, a commitment to excellence, and the ability to thrive in a collaborative environment.

Compensation Package

• Competitive salary commensurate with experience
• Comprehensive health, dental, and vision insurance
• Generous paid time off and holiday schedule
• Professional development opportunities
• Additional perks and benefits

Responsibilities

• Perform assigned duties with a high level of accuracy and efficiency
• Collaborate with team members to achieve organizational goals
• Maintain compliance with company policies and industry standards
• Identify opportunities for process improvement and implement solutions
• Communicate effectively with internal and external stakeholders
• Contribute to a positive and inclusive workplace culture

Qualifications/Requirements

• Proven experience in a relevant field or role
• Strong analytical and problem-solving skills
• Excellent verbal and written communication abilities
• Ability to manage multiple tasks and meet deadlines
• Proficiency in relevant software and tools
• A proactive and adaptable approach to work
• Bachelor's degree or equivalent experience preferred

#LI-KR1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a growing independent insurance agency. If you are a motivated insurance professional with a passion for building relationships and providing consultative support, a encourage you to apply.

Compensation Package

• Salary Range: $60,000 - $75,000 (commensurate with experience)
• Benefits Include:
  • Health insurance stipend to offset individual marketplace coverage costs

Responsibilities

As a Commercial Lines Account Manager, you will:

• Manage a portfolio of Commercial Lines accounts, including contractors, homeowners associations (HOAs), and small to middle-market commercial risks.
• Conduct policy reviews and address client coverage questions.
• Process endorsements, policy changes, and renewals.
• Remarket accounts when necessary to ensure optimal coverage and pricing.
• Collaborate with insurance carriers on underwriting, billing, and policy servicing matters.
• Assist with quoting and issuing policies for new business opportunities.
• Maintain accurate client and policy records within the agency management system.
• Provide proactive and responsive customer service throughout the policy lifecycle.

Qualifications/Requirements

Required:

• Active Property & Casualty License.
• Minimum of 2 years of experience in Commercial Lines insurance.
• Strong customer service and communication skills.
• Proven ability to independently manage accounts and client relationships.

#LI-PM1

General Liability Claims Adjuster

Job Summary

Seeking a highly skilled and experienced General Liability Claims Adjuster to join a team. The ideal candidate will have a strong background in general liability claims, particularly in bodily injury cases, and will be adept at managing a high-volume caseload. If you are detail-oriented, possess excellent analytical and communication skills, and thrive in a collaborative environment, we encourage you to apply.

Compensation Package

• Salary: $85,000 - $95,000 per year
• Benefits: Comprehensive benefits package starting on Day 1 of employment

Responsibilities

• Manage a caseload of 150 claims initially, with a typical caseload of 90-110 claims.
• Handle 20-30 new cases per month, primarily involving small contractors such as plumbers, electricians, painters, and tree trimmers.
• Investigate, evaluate, and resolve general liability claims, with a focus on bodily injury cases.
• Ensure compliance with jurisdictional requirements, particularly in California.
• Collaborate with team members and clients to deliver high-quality claims management services.
• Maintain accurate and detailed documentation of all claims activities.
• Respond promptly to inquiries and provide clear, concise communication to all stakeholders.
• Utilize strong analytical skills to assess claims and make informed decisions.
• Work independently while meeting deadlines and maintaining a high level of productivity.

Qualifications/Requirements

• Minimum of 3 years of experience in general liability claims adjusting, with a focus on bodily injury claims.
• Experience working with small contractors (e.g., plumbers, electricians, painters, tree trimmers) is highly preferred.
• Jurisdictional experience in California and an active California adjuster license are strongly preferred.
• Background in Third-Party Administrator (TPA) claims management is preferred, though candidates with carrier experience will also be considered.
• Bachelor’s degree (BA/BS) is required.
• CPCU or other industry designations are a plus.
• Proficiency in MS Word, Excel, and internet applications.
• Strong verbal and written communication skills, including proper grammar and the ability to convey information clearly and concisely.
• Exceptional analytical and problem-solving skills.
• Ability to work under pressure, manage multiple tasks, and meet deadlines.
• Strong interpersonal skills and a collaborative approach to teamwork.
• Highly attentive to detail and capable of exercising good judgment in sensitive situations.
• Must be able to work Pacific Standard Time (PST) hours, regardless of location.

#LI-BC1

Commercial Account Executive/Senior Account Manager

Job Summary

Seeking a highly skilled and experienced Commercial Account Executive/Senior Account Manager to join a dynamic team. This role involves managing a diverse portfolio of middle-market commercial accounts, fostering strong client relationships, and ensuring seamless service delivery. The ideal candidate will have a proven track record in commercial insurance, exceptional organizational skills, and the ability to take ownership of a book of business.

Compensation Package

• Salary Range: Up to $90,000 (SC) / Up to $110,000 (GA)
• Benefits: Comprehensive benefits package

Responsibilities

• Manage a book of business with account sizes ranging from $50,000 to $600,000 in premium, focusing on middle-market accounts.
• Build and maintain strong client relationships, ensuring high levels of satisfaction and retention.
• Handle renewals, endorsements, and other account servicing tasks using AMS360 and ImageRight systems.
• Collaborate with producers and internal teams to quote new and renewal business.
• Take ownership of the book of business, proactively addressing client needs and ensuring seamless service delivery.
• Utilize technology and internal resources to streamline processes and improve efficiency.
• Participate in multi-step interview processes and onboarding to ensure cultural fit and alignment with team goals.

Qualifications/Requirements

• Experience: Minimum of 7 years in commercial insurance, with a focus on middle-market accounts.
• Licenses/Certifications: Active Property & Casualty (P&C) license required; CPCU or CIC designation preferred.
• Technical Skills: Proficiency in AMS360 and ImageRight systems; strong familiarity with quoting, renewals, and endorsements.
• Industry Knowledge: Experience with generalist accounts, real estate, construction, churches/non-profits, and coastal HOAs is highly desirable.
• Soft Skills: Strong organizational skills, proactive problem-solving abilities, excellent communication, and a client-focused mindset.
• Education: Bachelor’s degree preferred but not required.

#LI-RM10