Commercial Lines Account Manager

Job Summary

Seeking a motivated and detail-oriented Commercial Lines Account Manager to join a dynamic team. This role is integral in managing and growing a portfolio of commercial insurance accounts, ensuring excellent service delivery, and fostering long-lasting client relationships. The ideal candidate will be a proactive problem-solver with a passion for delivering exceptional customer experiences.

Responsibilities

• Act as the primary contact for a portfolio of commercial insurance clients, addressing inquiries, concerns, and coverage needs.
• Manage policy renewals, endorsements, and cancellations while ensuring all activities comply with company policies.
• Provide expert advice on insurance options and offer solutions that meet individual business needs.
• Collaborate with underwriters and carriers to negotiate terms, prepare proposals, and secure competitive rates for clients.
• Maintain accurate records, databases, and policy details to ensure timely delivery of renewals, policy changes, and customer communications.
• Proactively identify cross-sell and upsell opportunities to expand coverage for existing clients.
• Work closely with internal teams to ensure efficient and effective management of client accounts.
• Stay up to date with market trends, regulatory requirements, and emerging risks in the insurance industry.
• Build trust with clients by adhering to ethical standards, ensuring transparency, and providing proactive communication.

Qualifications/Requirements

• Education & Experience:
  • High school diploma or equivalent required; Bachelor’s degree in Business, Finance, or a related field is preferred.
  • Minimum of 2 years of experience in commercial insurance or account management is required.
• Licensing:
  • An active Property and Casualty Insurance license or the ability to obtain one within the first few months of employment is required.
• Skills & Proficiencies:
  • Strong knowledge of commercial insurance policies, terms, and regulatory requirements.
  • Excellent problem-solving abilities and attention to detail.
  • Exceptional interpersonal and communication skills, with the ability to tailor communication to diverse audiences.
  • Proficiency in Microsoft Office Suite and familiarity with agency management systems (e.g., AMS360, Applied Epic) is a plus.
  • Proven ability to manage multiple tasks while meeting deadlines in a fast-paced environment.
  • Commitment to providing outstanding customer service in client relationships.
• Personal Attributes:
  • Team player with a collaborative approach to work.
  • Self-motivated and proactive with a passion for continuous learning and professional growth.
  • Ability to remain calm under pressure and adapt to changing priorities.

What Is Offered

• Competitive compensation and benefits package, including health, dental, and vision insurance, paid time off, and a 401(k) retirement plan.
• Opportunities for growth and continuing education in 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.

#LI-RC1

Job Summary

Seeking an experienced Commercial Insurance Compliance Coordinator to support certificate processing, contractual compliance review, and commercial lines servicing functions within a remote operations environment. This role will focus heavily on reviewing insurance requirements, managing Certificates of Insurance (COIs), interpreting policy language, and ensuring compliance across a diverse commercial portfolio.

The ideal candidate will possess strong commercial insurance knowledge, excellent organizational skills, and the ability to manage multiple priorities in a fast-paced remote setting while collaborating with clients, carriers, and internal teams.

Responsibilities

• Review contracts, leases, subcontractor agreements, vendor agreements, and related documents to identify insurance requirements and compliance obligations.

• Issue and manage Certificates of Insurance (COIs), endorsements, and supporting documentation accurately and efficiently.

• Track certificate renewals, expirations, outstanding compliance items, and follow-up requests.

• Verify policy coverage and endorsements against contractual insurance requirements.

• Interpret insurance policy language and communicate coverage details clearly to clients, carriers, and internal teams.

• Process and maintain ACORD forms and related compliance documentation.

• Ensure compliance with carrier guidelines, contractual obligations, and industry regulations.

• Maintain compliance data through agency management software, Excel, and related systems.

• Partner with Account Managers, Producers, Carriers, and Clients to resolve discrepancies and obtain required documentation.

• Maintain organized electronic records and audit-ready files.

• Stay current on commercial insurance regulations, certificate requirements, and industry best practices.

• Identify opportunities to improve operational workflows, efficiency, and quality control procedures.

Qualifications/Requirements

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

• High school diploma or GED required; equivalent insurance industry experience considered.

• 8+ years of commercial insurance experience with a strong concentration in COI processing and compliance management.

• Strong working knowledge of ACORD forms, certificate workflows, and compliance processes.

• Experience with agency management systems such as Applied EPIC and cloud-based insurance platforms.

• Advanced understanding of commercial insurance coverages including:

  • General Liability

  • Commercial Property

  • Commercial Auto

  • Workers’ Compensation

  • Garage Dealers

  • Inland Marine

  • Disability / Paid Family Leave

• Strong understanding of contractual risk transfer and insurance policy interpretation.

• Ability to review and analyze insurance requirements within legal agreements and contracts.

• Advanced understanding of:

  • Primary & Non-Contributory wording

  • Waiver of Subrogation

  • Additional Insured endorsements

  • Blanket Additional Insured wording

  • Ongoing vs. Completed Operations

  • Per Project Aggregate requirements

  • Notice of Cancellation requirements

  • C-105.2 and DB-120.1 forms

• Experience reviewing insurance requirements for:

  • Commercial leases

  • Contractor/Subcontractor agreements

  • Vendor and supplier contracts

  • Additional contractual agreements

• Knowledge of ACORD 855 (Construction Addendum) and New York Labor Law / Action-Over exposure is highly preferred.

• Experience supporting construction, real estate, manufacturing, or contractor-focused accounts strongly preferred.

• Strong verbal and written communication skills.

• Excellent organizational skills with exceptional attention to detail and accuracy.

• Ability to manage multiple priorities and deadlines in a remote work environment.

• Self-motivated with the ability to work independently and collaboratively.

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-TM1

Account Executive – Real Estate Department

Job Summary

Seeking a highly skilled and experienced Account Executive to join a Real Estate Department. This role involves the comprehensive servicing, retention, and management of Real Estate accounts. The ideal candidate will have a strong background in Property & Casualty insurance, with a focus on Real Estate and Habitational Accounts. This is an excellent opportunity for a motivated professional to contribute to a dynamic team and grow within a reputable organization.

Compensation Package

• Annual Salary: $120,000 - $150,000
• Competitive benefits package; Opportunities for professional development and growth

Responsibilities

As an Account Executive, your primary responsibilities will include:

• Providing daily client support, addressing inquiries and needs promptly, including during non-office hours when necessary.
• Leading efforts in troubleshooting, coverage questions, endorsements, loss control recommendations, and renewal negotiations.
• Performing risk analysis, policy reviews, and resolving issues effectively.
• Customizing insurance programs to address the unique risks of each client.
• Conducting periodic insurance analysis, gathering renewal information, preparing applications, and presenting renewal proposals in collaboration with producers and clients.
• Managing the renewal marketing process, including:
  • Ordering loss runs 90 days prior to renewal.
  • Collecting renewal information and applications from clients 60 days prior to renewal.
  • Preparing and submitting proposals to carriers at least 90 days in advance of renewal.
  • Following up for quotations and presenting proposals to clients at least 30 days prior to renewal.
  • Securing binding orders from clients.
• Acting as a claims and accounting liaison for clients as needed.
• Attending training sessions and seminars to stay updated on industry trends and practices.
• Mentoring and providing guidance to team members, ensuring their professional growth and development.
• Managing special projects and assisting team members as required.
• Maintaining a professional appearance and demeanor in accordance with company policy.

Qualifications/Requirements

To be considered for this position, candidates must meet the following qualifications:

• 7 to 10 years of experience in a Property & Casualty brokerage, agency, or insurance company, with at least 5 years focused on Real Estate and Habitational Accounts.
• Valid New York State Property & Casualty Insurance License.
• Strong attention to detail and ability to manage multiple tasks effectively.
• Comprehensive knowledge of various lines of coverage, with expertise in those specific to Real Estate accounts.
• Proficiency in Applied Systems/EPIC and various carriers’ online systems.
• Excellent computer skills and familiarity with industry tools.
• Possession of, or progress toward, professional designations such as CIC, CRIS, CPCU, or CISR.
• Self-motivated with strong verbal and written communication skills.
• Ability to visit clients independently as required.
• Minimum of a 2-year Associate’s Degree from an accredited college or university.

#LI-JL1

About the Opportunity:
Our client, a respected Third-Party Administrator (TPA), is seeking a Workers’ Compensation Claims Supervisor to lead and develop a team of adjusters handling New York claims. This role is ideal for a hands-on leader who can drive claim performance, ensure regulatory compliance, and foster a high-performing team environment.

Compensation & Benefits:

• $95,000 - $115,000/year (based on years of experience)
• Performance-based bonus opportunities
• Comprehensive benefits package (medical, dental, vision)
• 401(k) with company match
• Flexible remote work environment

Qualifications:

• Active New York Adjuster’s License (Required)
• 5+ years of experience handling New York Workers’ Compensation claims
• 2+ years of supervisory or team lead experience preferred
• Strong knowledge of New York jurisdiction, statutes, and regulatory requirements
• Experience working within a TPA or insurance carrier environment
• Proven ability to manage and motivate a team in a high-volume environment
• Excellent leadership, organizational, and decision-making skills
• Strong communication and client-facing abilities

Key Responsibilities:

• Supervise, mentor, and develop a team of Workers’ Compensation Claims Adjusters handling New York claims
• Monitor claim files for quality, accuracy, and compliance with New York Workers’ Compensation laws and regulations
• Conduct regular file reviews and provide actionable feedback to improve performance
• Assist adjusters with complex, litigated, and high-exposure claims
• Ensure timely reserving, proper claim investigation, and strategic resolution of claims
• Collaborate with clients, attorneys, and internal stakeholders to ensure service expectations are met or exceeded
• Track and report on key performance metrics (closure rates, lag time, reserve accuracy, etc.)
• Support training initiatives and onboarding of new team members
• Maintain compliance with all regulatory and internal best practices

#LI-MW1

Commercial Lines Field Underwriter

Job Summary

Seeking a detail-oriented Commercial Lines Field Underwriter to join a dynamic team. This role involves working collaboratively with agents, brokers, and internal teams to assess risks, ensure compliance, and foster positive client relationships. The position focuses on contributing to organizational growth by offering tailored insurance solutions aligned with customer needs.

Responsibilities

• Analyze and evaluate commercial insurance risks, ensuring compliance with underwriting guidelines, policies, and regulations.
• Build and maintain productive relationships with agents, brokers, and clients through field visits, phone consultations, and occasional in-person meetings.
• Collaborate with the sales team to support business growth and achieve organizational objectives.
• Conduct on-site risk assessments and inspections to evaluate exposures effectively.
• Price and bind insurance policies using sound underwriting judgment to maximize profitability and customer satisfaction.
• Stay current with industry trends, market developments, and regulatory changes.
• Provide training and guidance to agency personnel on underwriting processes and standards.
• Prepare and present proposals, reports, and recommendations to internal and external stakeholders.

Qualifications/Requirements

• Bachelor’s degree in business, finance, insurance, or a related field; equivalent work experience may be considered.
• Minimum of 2+ years of experience as a commercial lines underwriter or a related insurance role.
• Strong analytical and decision-making skills with a focus on attention to detail.
• Excellent communication and interpersonal skills to effectively build relationships.
• Proficient in underwriting software, Microsoft Office Suite, and digital collaboration tools.
• Self-motivated with the ability to travel as necessary to meet clients and brokers (valid driver’s license may be required).
• Thorough understanding of commercial insurance products, principles, and risk management strategies.
• Relevant insurance designations, such as CPCU (Chartered Property Casualty Underwriter) or AU (Associate in Commercial Underwriting), preferred but not mandatory.

What is Offered

• Competitive salary and benefits package, including health insurance, retirement plans, and paid time off.
• Opportunities for professional development and career growth within the organization.
• Flexible working arrangements to support work-life balance.

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-BR1

Commercial Insurance Account Manager

Established agency seeking to hire a commercial insurance account manager to join our commercial team.  Ideal candidate will have a commercial lines background in the property & casualty industry

Responsibilities:

The account manager is responsible for day-to-day account management for clients with complex coverage needs including coverage/policy questions, claims handling, and providing high customer service satisfaction. The ideal Commercial Insurance Account Manager candidate will possess a wide range of commercial lines account management skills, including but not limited to; customer service, administration and remarketing accounts.

Qualifications:

• Minimum 3-5 plus years of experience in Property & Casualty Insurance
• Full Knowledge of insurance products and usages
• Manage workflow of assigned book of business and delegate workflow
• Strong Verbal and written communication skills
• Must have excellent technical/analytical skills
• Detail oriented as must.

#LI-KD1

Insurance Associate

Job Summary

Seeking a dedicated and detail-oriented Insurance Associate to support accounting, finance, and administrative operations within an insurance environment. This role is responsible for maintaining accurate financial records, supporting reporting functions, processing payments, and assisting with day-to-day office operations. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced setting.

Responsibilities

Accounting & Finance Support

• Perform daily accounting functions, including accounts payable, accounts receivable, and general ledger maintenance.

• Prepare production and accounts receivable reports.

• Reconcile commissions for employees and outside brokerages.

• Assist with monthly reporting and prepare journal entries.

• Reconcile bank accounts, credit card statements, vendor accounts, and other financial records.

• Process invoices, expense reports, cash receipts, and other financial transactions.

• Maintain accurate and organized financial and accounting records.

• Provide support for reporting and compliance activities as needed.

General Operations Support

• Process client payments in person, by phone, or via mail.

• Open, scan, and distribute incoming mail and faxes; handle mail-related tasks and process payments as needed.

• Assist with special projects and additional administrative tasks as assigned.

Qualifications/Requirements

• 1-2 years or more of experience in an accounting, finance, or administrative support role.

• Proficiency with Microsoft Office applications, including Excel, Word, and Outlook.

• Familiarity with insurance software or agency management software is preferred.

• Strong spreadsheet and data entry skills, including reconciliations and reporting support.

• High level of accuracy, attention to detail, and organizational ability.

• Excellent verbal and written communication skills.

• Ability to multitask, prioritize responsibilities, and work efficiently in deadline-driven environments.

• Professionalism and discretion when handling sensitive financial information.

Compensation Package

• Salary Range: $50,000 - $54,000 annually

• Benefits package available

• 401(k) plan

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-CS1

Underwriting Manager, Trainees and Underwriting Support

Job Summary

Seeking a dedicated and experienced Underwriting Manager to lead early career trainee program and underwriting support team. The successful candidate will play a pivotal role in mentoring and coaching underwriting trainees and assistant underwriting staff, ensuring consistency in processes and fostering a robust talent pipeline for future career development.

Compensation Package

• Competitive salary up to $145,000 annually
• Performance-based bonus opportunities.
• Comprehensive benefits package, including health, dental, and vision insurance.

Responsibilities

• Directly manage and oversee the underwriting trainees and assistant underwriting staff.
• Carry out managerial responsibilities in alignment with company policies and applicable laws, including:
  • Interviewing, hiring, and training employees.
  • Planning, assigning, and directing work.
  • Appraising performance and providing constructive feedback.
  • Rewarding and disciplining employees as necessary.
  • Addressing complaints and resolving issues effectively.
• Support production, profitability, and maintain strong relationships with agents.
• Collaborate with underwriting leadership to establish consistent career pathing requirements and standards to prepare staff for advanced underwriting roles.
• Partner with the Training and Development team to provide and monitor work assignments that reinforce training concepts and ensure mastery.

Qualifications/Requirements

• Bachelor’s degree (B.A.) from a four-year college or university, or equivalent combination of education and experience.
• 10-15 years of relevant experience in commercial property and casualty (P&C) insurance underwriting and management.
• Proven work experience as a Senior Underwriter or equivalent skill level position.
• Background in excess and surplus lines is highly beneficial.
• Professional designations such as CPCU, ASLI, AIC, or completion of other insurance-related courses are preferred.

#LI-JJ1

Personal Lines Producer

Job Summary

Seeking a motivated and tech-savvy Personal Lines Producer to join a dynamic team. This role is ideal for individuals who thrive in a fast-paced, phone-sales environment and are passionate about providing exceptional service to clients. You will be responsible for generating new business through cold-calling, dealership leads, and leveraging warm leads from an extensive network.

Compensation Package

• Base Salary: $41,400 annually
• Commission:
  • 20% on revenue of new business
  • 5% on renewals
• Benefits:
  • Comprehensive Medical, Dental, and Vision plans available
  • 401(k) plan

Responsibilities

• Generate new business through cold-calling, dealership leads, and warm leads from our network.
• Provide quotes for new business across various personal lines, including Home, Auto, Umbrella, and Recreational Lines.
• Utilize multiple systems, including Salesforce, carrier portals, and EPIC, to manage client information and sales processes.
• Collaborate with the team to meet and exceed sales targets.
• Maintain a high level of professionalism and customer service in all interactions.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience: Open to varying levels of experience; coachability and a willingness to learn are key.
• Technical Skills: Must be tech-savvy and comfortable using multiple systems (Salesforce, EPIC, carrier portals).
• Sales Skills: Strong phone-sales skills with the ability to multitask and thrive in a fast-paced environment.
• Personal Attributes: Self-motivated, adaptable, and eager to contribute to a team-oriented culture.

#LI-CS1