Temp to Hire / Full-Time

Compensation Range: $55K - $68K

Location: Orange County, CA / Remote

Core Responsibilities:

• Month-End Support: posting journal entries for accruals and prepaids.
• Inventory Reconciliations: tying subledgers to the GL and resolving variances.
• AP/AR Support: posting bills, processing payments, commissions, collections, and recording deposits.
• Bank Rec. Support: tying deposits and payments to bank statements.
• Fixed Assets: maintaining asset lists and monthly depreciation schedules.
• Allowance for Bad Debt: maintaining schedules and preparing simple entries.

Required Experience / Qualifications / Education:

• Degree in Accounting or Finance
• 0-3 years of experience
• Deep/Strong Excel Proficiency: VLOOKUP/XLOOKUP | SUMIF/SUMIFS | Basic INDEX/MATCH | Accruals | Reconciliations
• Build and refresh Pivot Tables to summarize data.
• Comfortable recording/editing simple macros.
• Open to learning a mid-market ERP quickly – Currently using Epicor Prophet 21, moving to Accumatica. 
• Detail-oriented, good with numbers, and able to follow documented processes.
• Strong communicator in a remote environment (responsive via email/Teams).

Commercial Lines Account Manager

Overview:
A growing and reputable insurance agency is seeking a motivated Commercial Lines Account Manager to join their team. This is a hybrid role based in the Greater Philadelphia area, ideal for someone with experience working with social services and non profit clients.

Responsibilities:

• Manage a portfolio of commercial insurance accounts

• Collaborate with Producers to service and grow existing accounts

• Develop and maintain strong relationships with clients and underwriters

• Analyze and assess clients' insurance needs, providing appropriate solutions and recommendations

• Ensure compliance with insurance regulations and company policies

• Handle policy endorsements, renewals, and cancellations

• Assist with claims processing and resolution as needed

Qualifications:

• Active P&C License required

• Demonstrated experience in commercial lines insurance, with knowledge of social services and non profit accounts

• Familiarity with AMS360 or similar agency management system

• Strong communication and negotiation skills

• Ability to work independently and collaborate within a team

• Knowledge of insurance regulations and compliance requirements

Perks & Benefits:

• Competitive salary

• 401(k)

• Hybrid work flexibility

• Collaborative, laid-back culture

• Supportive leadership and opportunities for professional growth

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-MB6

Position Overview:
Our client, a well-established and highly regarded insurance carrier, is seeking a Senior General Liability Claims Examiner – Bodily Injury to join their team. This role is responsible for managing a portfolio of complex, high-exposure bodily injury claims from inception through resolution, while delivering exceptional customer service and driving timely, cost-effective outcomes. This is a fully onsite position, offering the opportunity to collaborate closely with leadership, legal partners, and internal stakeholders in a dynamic claims environment.

Compensation:

• $160,000 - $190,000/year (based on experience)
• Annual target bonus
• Opportunity to work with a reputable insurance carrier known for a collaborative and supportive culture
• Comprehensive benefits package including medical, dental, vision, 401(k), and PTO.
• Opportunities for career growth within a stable and respected insurance organization.

Responsibilities

• Manage a caseload of General Liability Bodily Injury claims, including complex and high-severity exposures
• Conduct thorough investigations, including liability and damages assessments
• Evaluate coverage, determine claim exposure, and establish appropriate reserves
• Direct and manage defense counsel, including litigation strategy and budgeting
• Negotiate settlements and drive claims to resolution within authority limits
• Maintain accurate and compliant documentation of all claim activity
• Communicate effectively with insureds, claimants, attorneys, and internal stakeholders
• Ensure adherence to company guidelines, regulatory requirements, and best practices

Requirements

• Minimum of 7+ years of experience adjudicating General Liability Bodily Injury claims
• Extensive experience handling claims with exposures of $100,000 or greater
• Deep knowledge of liability evaluation, damages assessment, and litigation management
• Proven ability to manage complex claims independently from start to finish
• Strong negotiation, analytical, and decision-making skills
• Exceptional customer service and communication abilities

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-MW1

Commercial Account Manager - Remote (must reside in PA or NJ)

A high-growth commercial insurance brokerage is seeking an experienced Commercial Lines Account Manager to support a growing generalist book of commercial accounts. This is a strong opportunity to join a firm in expansion mode with a collaborative, respectful culture and significant upside.

Role Overview

• A–Z servicing of a generalist commercial book
• Account sizes typically $25K–$200K
• Work closely with producers and internal service team
• Strong emphasis on client relationships and independent ownership of accounts
• Handle renewals, endorsements, certificates, policy updates, and day-to-day servicing needs
• Maintain strong carrier relationships and ensure timely resolution of client requests

What They’re Looking For

• 3+ years of Commercial Lines Account Management experience
• Active Property & Casualty (P&C) license
• Strong client service mindset with excellent communication skills
• Ability to independently manage a book of business with minimal oversight
• Experience working in a fast-paced agency environment preferred
• Comfortable handling a variety of commercial risks across multiple industries

Training and Development Specialist

Job Summary

Seeking a dedicated and experienced Training and Development Specialist to join a team. In this full-time, in-office role, you will play a pivotal part in facilitating the training of staff on agency standards, procedures, and workflows. You will work closely with various departments to ensure consistent and effective training, while also contributing to the development of training materials and maintaining compliance with established standards.

Compensation Package

The salary for this position will be determined based on the candidate's relevant experience.

comprehensive benefits package, including:

• 401(k) with matching
• Professional development assistance
• Referral program

Responsibilities

• Facilitate training sessions for all personnel on agency workflows and automation, both in-person and via Zoom for remote participants.
• Train staff across various departments, including Commercial Lines (CL), Personal Lines (PL), Rating, Life and Health, and Support, while recommending and overseeing necessary workflow and procedural changes.
• Collaborate with the Training & Development Manager to develop and host monthly Customer Service Representative (CSR) meetings.
• Assist in the creation and recording of training videos.
• Ensure training manuals are updated in a timely manner in collaboration with the Training & Development Manager.
• Actively participate in the Errors & Omissions (E&O) Committee to ensure adherence to standards and train staff on updates or changes.
• Serve as an active member of the Workflow Committee.
• Attend seminars and courses to enhance knowledge and skills.
• Maintain appropriate licenses and accreditations.
• Perform additional responsibilities as assigned by the Manager.

Qualifications/Requirements

• Previous training experience is preferred.
• Familiarity with Applied EPIC software is preferred.
• A valid insurance license is required.
• Commercial Lines Insurance experience is required.
• Strong communication and organizational skills.
• Ability to travel occasionally to offsite locations for training sessions.

#LI-SL1

Insurance Agency Assistant Manager

Job Summary

Seeking a dedicated and experienced Insurance Agency Assistant Manager to oversee daily operations, drive sales growth, and lead a team of professionals to achieve performance goals. This role is pivotal in managing client relationships, optimizing profitability, and maintaining high standards of customer service. The ideal candidate will have a strong background in both Personal and Commercial lines of insurance, with a proven ability to lead and inspire a team.

Compensation Package

• Base Salary: $60,000 annually
• Annual Bonuses: $25,000+ (paid throughout the year)
• Growth Opportunity: Potential to take over agency management in the future

Responsibilities

• Sales & Growth: Develop and implement strategies to achieve monthly and quarterly sales targets, driving revenue growth.
• Team Leadership: Recruit, train, motivate, and mentor staff, including producers and customer service representatives.
• Operations Management: Oversee daily workflows, including policy issuance, renewals, and administrative tasks.
• Compliance & Risk Management: Ensure all agents adhere to state regulations, licensing requirements, and company policies.
• Customer Service Excellence: Address high-level client concerns, monitor satisfaction levels, and improve client retention rates.
• Performance Metrics: Track and analyze key performance indicators (KPIs) such as new business premium growth, retention rates, loss ratios, and sales conversion rates.

Qualifications/Requirements

• Licensing: Valid Property & Casualty (P&C) Insurance License.
• Experience: Proven experience as an insurance agent with expertise in both Personal and Commercial lines sales and service.
• Skills: Strong leadership, communication, and negotiation skills. Proficiency in agency management systems, particularly Epic.
• Mindset: A proactive, results-driven individual with a passion for delivering exceptional customer service and fostering team success.

#LI-JC1

Commercial Lines Department Manager

Job Summary

Seeking an experienced and dynamic Commercial Lines Department Manager to lead and oversee a Commercial Lines team. The ideal candidate will bring a wealth of experience in commercial insurance, a strong leadership background, and a commitment to excellence. This position is based in Pittsburgh and requires on-site presence five days a week, with potential for a hybrid schedule after the initial six months.

Compensation Package

• Base Salary: Competitive, starting at $115,000+ (commensurate with experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Lead and manage a team of approximately 15 professionals across multiple office locations.
• Oversee employee development, coaching, and performance management.
• Conduct internal audits to ensure adherence to established processes and procedures.
• Maintain and strengthen carrier relationships, including interactions with carriers such as CHUBB, Cincinnati, Travelers, FCCI, Selective, and Philadelphia.
• Coordinate continuing education (CE) initiatives and scheduling.
• Provide high-level oversight on complex or cumbersome renewals.
• Collaborate with senior leadership and other departments to achieve organizational goals.
• Travel twice annually to other office locations to foster team cohesion and alignment.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required; CPCU or higher designation preferred but not mandatory.
• Experience:
  • Ideal: 15+ years in commercial insurance.
  • Minimum: 10 years of relevant experience.
• Technical Skills: Proficiency in Epic software.
• Soft Skills: Strong leadership, communication, problem-solving, and organizational abilities. Must be adaptable, detail-oriented, and capable of fostering a collaborative team environment.
• Education: Bachelor's degree in a related field preferred but not required.

#LI-DC2

Renewal Specialist - Commercial

Job Summary

Seeking a dedicated and detail-oriented Renewal Specialist - Commercial to join a growing and inclusive team. As a Renewal Specialist, you will play a critical role in managing and processing commercial lines renewals, ensuring client satisfaction and retention. This is an excellent opportunity for a motivated professional with a passion for the insurance industry to contribute to a hardworking and collaborative environment.

Compensation Package

• Salary Range: $50,000 - $70,000 annually,
• Competitive benefits package available

Responsibilities

• Manage and process 80-100 commercial lines renewals, ensuring accuracy and timeliness.
• Collaborate with Account Managers to ensure seamless handling of client accounts.
• Review and analyze policy terms, conditions, and coverage to ensure alignment with client needs.
• Communicate effectively with clients to address questions, provide updates, and resolve any issues related to renewals.
• Maintain accurate and organized records of all renewal activities and documentation.
• Stay updated on industry trends, regulations, and best practices to provide informed recommendations to clients.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years of experience in a similar role within the insurance industry.
• Strong knowledge of commercial lines insurance products and policies.
• Excellent organizational and time-management skills, with the ability to handle multiple renewals simultaneously.
• Exceptional communication and interpersonal skills to build and maintain client relationships.
• Proficiency in relevant software and tools used in the insurance industry.
• A proactive and detail-oriented approach to problem-solving and decision-making.

#LI-LP1

Commercial Technical Assistant

Job Summary

Seeking a detail-oriented and motivated Commercial Technical Assistant to join a growing team. This role is pivotal in supporting our service team by handling ID cards, policy detailing, and addressing basic client inquiries.

Compensation Package

• Salary: $55,000 - $60,000 (commensurate with experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Process ID cards and policy details with accuracy and efficiency.
• Respond to basic client inquiries via phone and email, ensuring clear and professional communication.
• Collaborate with the service team and Account Manager to support client needs.
• Utilize Epic software to manage and update client accounts.
• Work with carriers such as CHUBB, Cincinnati, Travelers, FCCI, Selective, and Philadelphia to ensure seamless policy management.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: 1-3 years of relevant experience in the insurance industry.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills: Strong phone communication skills, attention to detail, ability to articulate clearly, and a commitment to providing excellent customer service.
• Work Environment: Must be able to work onsite in Pittsburgh for the first six months. Flexibility for a hybrid schedule may be considered thereafter.

#LI-DC2

Personal Lines Department Manager

Job Summary

Seeking an experienced and dynamic Personal Lines Department Manager to lead a tenured team. This role is pivotal in overseeing the operations of the Personal Lines Department, ensuring the delivery of exceptional service, and fostering employee development. The ideal candidate will bring a wealth of experience in personal lines insurance, a strong leadership background, and expertise in utilizing Epic software. This is an exciting opportunity to join a well-established organization and make a significant impact.

Compensation Package

• Salary: Competitive, starting in the low $100,000s, commensurate with experience.
• Additional Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Lead and manage the Personal Lines Department, ensuring operational efficiency and high-quality service delivery.
• Oversee a team of experienced professionals, fostering a collaborative and productive work environment.
• Develop and implement strategies to enhance team performance and employee development.
• Utilize Epic software to manage workflows and ensure seamless operations.
• Collaborate with other departments and senior leadership to align departmental goals with organizational objectives.
• Travel to other office locations twice a year to foster inter-office collaboration and alignment.

Qualifications/Requirements

• Education & Licensing: Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 10 years of experience in personal lines insurance (15+ years preferred).
  • Proven leadership experience managing a team in a similar capacity.
• Technical Skills: Proficiency in Epic software is mandatory.
• Soft Skills:
  • Strong leadership and team management abilities.
  • Excellent communication and interpersonal skills.
  • Strategic thinking and problem-solving capabilities.
  • Ability to foster a positive and collaborative team culture.
  • Adaptability and a proactive approach to challenges.
• Work Environment:
  • This is an in-office role based in Pittsburgh, requiring a presence 5 days a week for the first 6 months. A hybrid schedule may be considered after the initial period.
  • Willingness to travel twice a year to other office locations.

#LI-DC2