High Net Worth 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 maintaining client relationships.
• Negotiate 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.

Requirements: 

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

#LI-IP1

Wholesale Producer/Broker

Job Summary

Seeking a motivated and dynamic Wholesale Producer/Broker to cultivate strong relationships with retail agents, deliver exceptional customer service, and drive business growth. This role involves matching clients' diverse needs with customized insurance products and requires a strategic, results-oriented approach.

Responsibilities

• Build and maintain strong relationships with retail agents and other stakeholders.
• Develop new business opportunities and grow the book of business through effective marketing and prospecting.
• Negotiate pricing and terms with insurance carriers to secure the best coverage options for clients.
• Identify and assess client risks to provide expert guidance on coverage options.
• Act as a liaison between retail agents and insurance carriers, ensuring seamless communication and efficient processes.
• Prepare and deliver proposals, presentations, and related documentation.
• Stay updated on insurance industry trends, products, and regulations to provide informed advice and remain competitive in the marketplace.
• Collaborate with internal teams, including underwriters and account managers, to ensure exceptional client service.
• Monitor and manage client accounts to ensure accuracy, compliance, and satisfaction.

Qualifications/Requirements

• Proven experience in a similar role as a Wholesale Broker or Producer.
• Active and in-good-standing brokerage license, as per regulatory requirements.
• Strong understanding of the insurance industry, marketplace, and various coverage lines.
• Excellent relationship-building and communication skills.
• Ability to work in a fast-paced environment while managing multiple accounts and deadlines.
• Self-motivated, with a demonstrated ability to meet or exceed sales targets.
• Proficiency in industry-specific software tools and CRM platforms.
• Bachelor’s degree in Business, Finance, or a related field (preferred but not required).

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-JB1

Inside Broker – Florida

Job Summary

Seeking an energetic and detail-oriented Inside Broker to join a team in Florida. This role is ideal for individuals passionate about providing exceptional brokerage services and building strong client relationships. As an Associate Broker, this position serves as an essential liaison between clients and insurance markets, facilitating the placement of specialized insurance products. This position offers a dynamic and collaborative environment with opportunities for professional growth and ongoing training.

Responsibilities

• Develop and maintain effective and professional relationships with clients, carriers, and other partners.
• Assist in identifying and assessing client coverage needs and providing tailored insurance solutions.
• Negotiate and place insurance policies with insurers, ensuring optimal pricing and policy terms.
• Generate quotes, manage onboarding processes, and handle client data with accuracy and confidentiality.
• Collaborate with team members to provide timely and efficient service to meet clients' timelines.
• Stay current on industry trends, market conditions, and regulations to provide relevant and informed advice.
• Ensure policies are issued and serviced accurately, reviewing documentation for compliance and consistency.
• Proactively identify additional opportunities to grow the book of business.
• Deliver outstanding client service with a focus on education, transparency, and relationship building.

Qualifications/Requirements

• Educational Background: Bachelor’s Degree preferred, or equivalent experience in insurance, finance, sales, or a related industry.
• Licensing: A valid insurance license (or willingness to obtain within a specified time frame).
• Experience: Minimum of 2-3 years of experience as an Associate Broker, Inside Sales Specialist, or equivalent role in insurance or financial services.
• Skills: Strong negotiation, communication, and organizational skills, with attention to detail and the ability to multitask in a fast-paced environment.
• Familiarity with Florida’s insurance regulations and regional market conditions is highly desirable.
• Proficiency in Microsoft Office Suite and insurance management software.
• Demonstrated ability to work independently and as part of a team to meet shared goals.
• Problem-solving mindset and a commitment to delivering creative and effective solutions for clients.

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-JB1

Personal Lines Producer

Job Summary

Seeking experienced and driven Personal Lines Producers to join a dynamic and growing team. The ideal candidate will have a strong background in sales and new-business development, with 3–5 years of experience in Personal Lines insurance, either from an independent agency or a captive environment.

Compensation Package

• Base Salary: $70,000+
• Work Arrangement: Fully remote

Responsibilities

• Develop and maintain a profitable book of Personal Lines insurance business
• Identify and pursue new business opportunities to drive growth
• Build and nurture strong relationships with clients and prospects
• Manage the full sales cycle, from prospecting to closing deals
• Provide exceptional customer service and maintain a high level of client satisfaction
• Stay informed about industry trends and product offerings to better serve clients

Qualifications/Requirements

• 3–5 years of experience in Personal Lines insurance (preferred)
• Proven track record in sales and new-business development
• Experience in both captive and independent agency environments is welcome
• Strong communication and relationship-building skills
• Self-motivated and comfortable working in a remote environment
• Ability to manage time effectively and meet production goals

#LI-DH1

Position Overview

Our client, a leading insurance organization, is seeking a Loss Control Specialist to support its Workers’ Compensation business. This individual will work directly with policyholders to identify workplace hazards, evaluate operational risks, and develop strategies to prevent workplace injuries and reduce workers’ compensation claims.

The ideal candidate will have experience in loss control, risk management, occupational safety, or workers’ compensation, with the ability to build strong relationships with clients and provide practical recommendations that promote safer work environments.

Compensation

• $85,000 - $125,000/year (based on experience)
• Annual bonus potential
• Full benefits and matching 401(k)

Requirements

• 2+ years of previous experience in loss control, risk control, occupational safety, risk management, or a related field.
• Working knowledge of workers’ compensation exposures, workplace injury prevention, and accident investigation principles.
• Experience conducting safety inspections, evaluating workplace hazards, and developing loss prevention recommendations.
• Strong written and verbal communication skills, with the ability to present technical information to clients in a clear, practical manner.
• Excellent analytical, organizational, and problem-solving skills.
• Ability to build and maintain productive relationships with policyholders and internal business partners.
• Proficiency with Microsoft Office and the preparation of inspection reports and related documentation.
• Ability and willingness to travel to policyholder locations as required.

Responsibilities

• Conduct onsite workplace inspections, safety assessments, and risk evaluations at policyholder locations to identify potential hazards and exposures related to workplace injuries.
• Evaluate clients’ safety programs, workplace procedures, employee training, and injury prevention practices.
• Identify trends in workplace accidents, injuries, and workers’ compensation claims to recommend appropriate loss prevention strategies.
• Develop and communicate loss control recommendations designed to reduce workplace hazards, improve safety practices, and minimize claim frequency and severity.
• Partner with policyholders, safety professionals, human resources teams, and management to implement corrective actions and improve workplace safety.
• Prepare detailed inspection reports documenting identified risks, safety deficiencies, and recommended improvements.
• Monitor policyholder progress in addressing identified safety concerns and follow up on recommended corrective actions.
• Provide guidance on occupational safety best practices, applicable regulations, and industry-specific risk exposures.
• Support underwriting teams by providing risk assessment findings and information relevant to policyholder safety and overall risk quality.
• Maintain current knowledge of workplace safety standards, workers’ compensation trends, and loss prevention techniques.

#LI-MW1

Job Title: Personal Insurance Account Manager

Job Summary

Seeking a dedicated and experienced Commercial and/or Personal Insurance Account Manager to manage relationships with clients. The role involves addressing personal insurance needs with exceptional service and tailored solutions. This position focuses on building trust, delivering high-quality service, and providing personalized insurance recommendations aligned with clients' unique needs.

Responsibilities

• Act as the primary contact for Personal & Commercial Lines clients, offering expert guidance on insurance products.
• Manage client accounts, ensuring timely policy renewals, endorsements, and updates.
• Develop customized insurance solutions to meet individual client needs, identifying opportunities to enhance coverage.
• Build and maintain strong relationships with clients, delivering exceptional service.
• Respond to inquiries about insurance coverage, claims, billing, and policy changes promptly and accurately.
• Collaborate with internal teams such as underwriters, sales, and claims departments to ensure seamless service delivery.
• Maintain accurate documentation of client interactions and account activities in compliance with company standards.
• Stay informed about industry trends, products, and regulatory requirements to provide clients with relevant advice.
• Identify and proactively resolve client issues that may impact satisfaction.

Qualifications/Requirements

• Experience as an Account Manager or similar role in the insurance industry, particularly in personal & commercial lines insurance.
• Comprehensive knowledge of personal insurance products, coverage options, and relevant regulations.
• Strong interpersonal and communication skills with the ability to build trust and engage with clients at all levels.
• Highly organized and detail-oriented, with the ability to manage multiple client accounts and priorities.
• Experience with client relationship management (CRM) software and other relevant tools.
• Problem-solving and critical-thinking skills to assess client needs and recommend suitable solutions.
• A strong focus on providing excellent customer service.
• Possession of insurance-related professional designations (e.g., CPCU, CISR) is a plus.
• High school diploma or equivalent required; Bachelor's degree in Business, Insurance, or a related field preferred.
• Licensure in personal insurance (state-specific requirements may apply) or willingness to obtain licensure promptly following hire.

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

Personal Lines Service Representative with Sales Potential

Job Summary

Seeking a motivated and versatile Personal Lines Service Representative to join a growing insurance agency. This role combines personal lines account servicing with opportunities to transition into a sales-focused position. The ideal candidate will have a strong understanding of personal insurance products, excellent customer service skills, and an interest in developing their sales abilities.

This position offers a clear path for career advancement, with the potential to transition into a sales role within six months. Additional opportunities may include expanding into small business commercial accounts. This is an in-office position suited for a proactive, adaptable, and customer-focused professional.

Responsibilities

• Provide exceptional service to personal lines clients, including quoting new business and processing renewals.

• Utilize quoting tools and agency management software to manage client accounts efficiently.

• Handle inbound service calls, address client inquiries, and provide timely solutions to insurance-related needs.

• Identify opportunities to cross-sell and upsell insurance products to existing clients.

• Develop and maintain strong relationships with clients to support retention and satisfaction.

• Collaborate with management and team members to ensure seamless client experiences.

• Work with insurance carriers to obtain competitive coverage options and pricing.

• Support new business development efforts and gradually assume additional sales responsibilities.

• Assist with small business commercial accounts as opportunities arise.

• Stay informed about insurance products, industry trends, and carrier guidelines.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• Previous experience in personal lines insurance preferred.

• Familiarity with small business commercial insurance is a plus.

• Proficiency with HawkSoft and AgencyZoom is highly desirable.

• Strong communication, interpersonal, and relationship-building skills.

• Ability to balance customer service responsibilities with sales opportunities.

• Customer-focused mindset with a commitment to providing exceptional service.

• Proactive, self-motivated, and eager to develop professionally.

• Strong organizational skills and attention to detail.

• Ability to collaborate effectively in a team-oriented environment.

• Willingness to learn new technologies and adapt to evolving business needs.

Compensation Package

• Base Salary: $40,000 – $55,000 annually, depending on experience and qualifications.

• Commission Opportunities:

  • 20% commission on new business and renewals.

  • 50% commission on externally generated new business.

  • Renewal commissions of up to 30%.

• Benefits: Competitive benefits package, including paid time off.

• Earning Potential: Opportunity for significant income growth through sales performance and commission incentives.

• Career Advancement: Opportunity to transition into a sales-focused role with additional growth potential.

• Work Arrangement: In-office position.

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-DC2

Personal Lines Product Manager – Property & Casualty Insurance

Job Summary

Seeking a highly skilled and motivated Personal Lines Product Manager to join a growing property and casualty insurance organization. This role focuses on the strategic development, performance, and management of personal insurance products, with a primary emphasis on homeowners insurance. The successful candidate will take ownership of the full product lifecycle, collaborate with senior leadership, and lead a small team to drive product innovation and performance.

Compensation Package

• Base Salary: $115,000–$120,000 annually
• Employment Type: Full-Time, Permanent

Responsibilities

• Oversee the strategy, development, implementation, and performance of personal lines insurance products, with a focus on homeowners insurance.
• Manage the full product lifecycle, including product enhancements, pricing initiatives, rate and form changes, and regulatory filings.
• Analyze product profitability, loss trends, market conditions, and competitive positioning to identify opportunities for improvement.
• Collaborate with actuarial, underwriting, claims, regulatory, technology, and other departments to execute product initiatives.
• Ensure compliance with state regulatory requirements, particularly in Florida, and support state regulatory filings.
• Lead and develop a small team, providing guidance on product priorities, execution, and professional growth.
• Utilize data, reporting, and technology to enhance product decisions, operational efficiency, and portfolio performance.
• Contribute to broader product strategy and organizational growth initiatives.

Qualifications/Requirements

• Proven experience in personal lines property and casualty insurance, ideally with homeowners or residential property products.
• Background in insurance product management, product development, pricing, underwriting, or actuarial analysis.
• Strong understanding of insurance rate and form filings, regulatory requirements, and product profitability.
• Excellent analytical skills with the ability to translate data into actionable business decisions.
• Familiarity with analytical tools such as SQL, Power BI, or similar platforms is a plus.
• Exposure to admitted or excess and surplus insurance markets is advantageous.
• Previous team leadership experience is preferred, though strong individual contributors ready to step into management will also be considered.
• CPCU or other relevant insurance designations are a plus.

#LI-MC1

Personal Lines Production Binding Underwriter

Job Summary

Seeking experienced and driven Personal Lines Production Binding Underwriters to join a growing team. This role is focused on new business production and offers the opportunity to build and grow a book of business from the ground up. Ideal candidates will have strong marketing capabilities, proven sales ability, and the ambition to succeed in a fast-paced, results-oriented environment.

Compensation Package

• Base Salary: $80,000 – $105,000 (up to $115,000+ for candidates with a significant book of business and strong relationships)
• Bonus Structure: Commission eligibility begins once revenue generation reaches 2x the base salary and covers support staff costs.
• Equity Participation: Opportunity for future equity participation in a privately held company.
• Benefits:
  • Flexible and hybrid work arrangements
  • Employer-paid continuing education and professional designation support
  • Clear opportunities for career growth and advancement

Responsibilities

• Develop and execute marketing strategies to drive new business and renewals, including in-person visits, telemarketing, and targeted campaigns.
• Evaluate, classify, and rate risks to determine acceptability, coverage terms, and pricing.
• Submit underwriting referrals to brokerage facilities and internal leadership as needed.
• Monitor key performance metrics (hit ratio, retention, premium growth, loss ratio) and implement corrective actions when necessary.
• Mentor and train Assistant Underwriters to support team development.

Qualifications/Requirements

• Education: Bachelor’s degree or equivalent professional experience.
• Experience: Minimum of 3 years of multi-line underwriting experience (E&S experience preferred).
• Skills:
  • Strong sales, marketing, and overall business acumen.
  • Demonstrated commitment to ongoing professional development.
• Licensure: Active insurance license required; CPCU, CIC, or similar designations preferred.
• Preferred Backgrounds:
  • Wholesale binding underwriters with an existing book of business and transferable retail relationships.
  • Associate, marketing, or inside underwriters ready to transition into a production role.
  • Former personal lines binding underwriters seeking to return to wholesale.
  • Top-performing retail production underwriters with proven sales ability.

#LI-JB1