Job Title: Commercial Lines Account Manager

Job Summary

Seeking an experienced Commercial Lines Account Manager to manage a book of commercial insurance accounts, build client relationships, provide exceptional service, and ensure account retention and growth. The role requires a proactive problem-solver with strong communication and organizational skills, as well as a deep understanding of the commercial insurance industry.

Responsibilities

• Build and maintain long-term relationships with commercial clients.
• Manage a portfolio of commercial insurance accounts, addressing client needs effectively.
• Develop renewal strategies, prepare quotes, and negotiate terms with carriers.
• Respond promptly to inquiries and provide guidance on policy coverage, changes, and claims processes.
• Work collaboratively with internal teams and insurance carriers to deliver customized solutions.
• Identify and address potential gaps in clients’ coverage or areas for improvement.
• Ensure compliance with industry regulations and company policies.
• Maintain accurate and up-to-date client records using agency management systems.
• Stay updated on industry trends, new products, and risks affecting clients.

Qualifications/Requirements

• Proven experience in a similar role within the commercial insurance sector.
• Active Property & Casualty license required.
• Strong knowledge of commercial insurance products, coverages, and underwriting principles.
• Excellent interpersonal and communication skills with the ability to build trust and rapport.
• Proficiency in agency management systems and Microsoft Office Suite.
• Strong organizational skills and attention to detail, capable of managing multiple tasks and deadlines.
• Problem-solving abilities focused on delivering client-centric solutions.
• Bachelor's degree in business, finance, or a related field is preferred but not required.

Benefits & Perks

• Competitive salary and performance-based bonuses.
• Competitive benefits package, paid time off, professional development opportunities, etc.

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-ID1

Commercial Lines Placement Manager 

NY P&C License required

Job Summary

Our client, a National top brokerage is seeking a highly motivated and experienced Commercial Lines Placement Manager to join a team. This role is pivotal in managing and growing a portfolio of mid-to-large commercial accounts, with a focus on construction contractors, property, and real estate. The ideal candidate will bring expertise in new and renewal marketing, a strong understanding of the insurance industry, and a passion for delivering exceptional client service.

Compensation Package

• Salary: Up to $170,000 annually, based on experience.
• 401(k): 4% company match.
• Benefits: Comprehensive benefits package provided.
• Hybrid/Remote out of Suffolk County

Responsibilities

• Manage and service a book of business with $25,000 in revenue and $250,000 in premium.
• Handle all aspects of new and renewal marketing for mid-to-large accounts.
• Collaborate with producers and assistants to ensure seamless account management.
• Provide exceptional service to clients in the construction, property, and real estate sectors.
• Utilize EPIC software to manage accounts and maintain accurate records.
• Work closely with the team to meet and exceed client expectations.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience:
  • Must have experience working with construction and real estate accounts.
  • Familiarity with mid-to-large accounts is essential.
• Software Proficiency: Experience with EPIC software preferred.
• Work Style:
  • Ability to thrive in a hybrid work environment.
  • Strong organizational and communication skills.
• Years of Experience: Open to candidates with varying levels of experience who meet the required qualifications.

#LI-JL1

• 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 submission.  
• Prior experience quoting binding and issuing policies. 
• Experience working with multiple carriers and rating systems. 
• Overall account management.

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

#LI-IP1

Responsibilities

• Manage a portfolio of commercial insurance accounts
• Work with clients to assess their insurance needs and provide appropriate coverage solutions
• Build and maintain strong, long-lasting customer relationships
• Process policy changes, endorsements, and renewals
• Assist clients with claims handling and provide support throughout the claims process
• Stay up to date on industry trends and insurance regulations

Qualifications

• Proven experience as a Commercial Insurance Account Manager or similar role
• Proficiency with AMS software, specifically Applied EPIC
• In-depth knowledge of commercial insurance products and coverage options
• Strong communication and negotiation skills
• Ability to multitask and prioritize workload effectively
• A valid insurance license

Day-to-day

• Engage with clients to review their insurance needs and provide tailored solutions
• Collaborate with underwriters and carriers to negotiate terms and coverage options
• Process policy change requests and provide timely updates to clients
• Address client inquiries and provide ongoing support
• Stay informed about changes in the insurance industry and share relevant updates with clients

#LI-TS2

#INDTJ-ST

General Liability Claims Representative (Bodily Injury)

Job Summary

Seeking a highly skilled and detail-oriented General Liability Claims Representative to join a team. In this role, you will directly handle business owner liability claims, including bodily injury and property damage cases. You will be responsible for analyzing coverage issues, investigating claims, and collaborating with various stakeholders to ensure timely and accurate claim resolution.

Compensation Package

• Hourly Rate: $42-$44 per hour
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage an active desk of fast-track property damage liability claims under business owner policies.
• Analyze coverage issues under various standard industry forms, including Business Owners Coverage Form, Garage keepers, Hired Non-Owned Auto, and Auto Services.
• Investigate, analyze, and evaluate new loss notices and claim tenders.
• Adjust total auto losses as part of liability claims handling.
• Expedite claim analysis and position claims under applicable coverage.
• Collaborate on setting reserves at appropriate levels for claims.
• Exercise sound judgment in managing Allocated Loss Adjustment Expenses (ALAE) during claims investigation.
• Document claim files in accordance with established guidelines.
• Obtain and maintain adjuster licenses as required.

Qualifications/Requirements

Education:

• Bachelor’s degree (BA/BS) required.
• CPCU or other industry designation is a plus.
• State adjuster license(s) is a plus.

Experience:

• Minimum of 3 years of prior general liability claims adjusting experience preferred.
• Experience in handling bodily injury claims is required.

Skills:

• Strong analytical skills with the ability to assess complex situations.
• Excellent verbal and written communication skills, including proper grammar usage and the ability to convey information clearly and concisely.
• Strong interpersonal skills with the ability to collaborate effectively in a team-oriented environment.
• Ability to work independently, meet deadlines, and respond to inquiries with a sense of urgency.
• Proficiency in MS Word, Excel, and internet applications.
• Highly attentive to detail and capable of multitasking in a fast-paced environment.
• Ability to follow instructions, adhere to established procedures, and exercise good judgment in sensitive situations.

#LI-BC1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a growing team. This is an excellent opportunity to work with a family-owned agency that values its employees, fosters a collaborative environment, and offers flexibility. The ideal candidate will have a strong background in commercial lines servicing and a passion for delivering exceptional client service.

Compensation Package

• Salary Range: $60,000 - $90,000 (commensurate with experience)
• Incentives: 50% commission on new and renewal business
• Benefits: Comprehensive benefits package

Responsibilities

• Provide full-service account management for a generalist book of business, including contractors, construction, and manufacturers
• Handle accounts ranging from $80,000 to $300,000 in premium
• Manage all aspects of client servicing, including quoting new and renewal business, policy changes, and addressing client inquiries
• Build and maintain strong relationships with clients and carriers such as AmWINS, Cincinnati, The Hanover, Andover, Arbella, and Chubb
• Utilize AMS 360 software to manage accounts and ensure accurate documentation

Qualifications/Requirements

• Active Property & Casualty (P&C) license is required
• Minimum of 3 years of experience in commercial lines servicing
• Proven ability to manage a diverse book of business with a focus on client satisfaction
• Familiarity with AMS 360 software is preferred
• Strong organizational and communication skills
• Must be willing to work onsite for training and onboarding (approximately one month) and reside within an hour's commute of the office (CT, MA, RI)

#LI-BH1

#LI-ET1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and proactive Personal Lines Account Manager to join a team. This role is integral to our agency, focusing on providing exceptional service to our personal lines clients. The ideal candidate will have a strong background in Property & Casualty insurance, excellent communication skills, and a passion for delivering outstanding customer experiences. This is a fully onsite position, offering the opportunity to work in a supportive and collaborative environment.

Compensation Package

• Salary: $45,000 - $55,000 annually (based on experience) + bonus opportunities
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide full-service account management for personal lines clients, handling all aspects of the client relationship from A to Z.
• Serve as the primary point of contact for walk-in clients, offering a professional and welcoming presence.
• Manage a book of business with account sizes ranging from $1,500 to $10,000 in premium, with an average size of $2,000 to $5,000.
• Work with top carriers, including Auto Owners, Citizens, Frankenmuth, and Pioneer.
• Utilize the EPIC Agency Management System to manage client accounts and documentation.
• Collaborate with team members to ensure seamless service delivery and client satisfaction.

Qualifications/Requirements

• Active Property & Casualty (P&C) license is required.
• Experience with personal lines insurance is preferred.
• Familiarity with top carriers such as Auto Owners, Citizens, Frankenmuth, and Pioneer is a plus.
• Proficiency in using the EPIC Agency Management System is preferred.
• Strong interpersonal and communication skills.
• Proactive, eager to learn, and able to ask insightful questions.
• Ability to work collaboratively in a supportive team environment.

#LI-DD3

Commercial Insurance Property Broker

Job Summary

Seeking a highly motivated and experienced Commercial Insurance Property Broker to join a dynamic team. This role is ideal for a professional with a strong background in property placements or an experienced marketing broker ready to take the next step in their career. The successful candidate will have the opportunity to build and grow a book of business while leveraging market relationships, technical expertise, and entrepreneurial drive.

Responsibilities

• Build and maintain strong relationships with agents and brokers, identify sources, creatively place risks, and uncover new product opportunities.

• Manage accounts of varying sizes, with a focus on developing and handling complex property placements independently.

• Identify and cultivate new brokerage markets and products to expand business opportunities.

• Travel and meet with clients and prospects to strengthen relationships and support business growth.

• Work independently while assisting with the training and development of less experienced brokers.

• Develop and submit underwriting referrals to brokerage facilities and management as required.

• Monitor key performance metrics, including new business production, renewal retention, premium growth, and loss ratios, and implement corrective actions when necessary.

• Provide guidance and mentorship to support the professional development of team members.

Qualifications/Requirements

• Bachelor's degree or equivalent combination of education and experience.

• Minimum of 5 years of commercial insurance experience, preferably with property placement expertise.

• Strong sales and marketing skills with a proven ability to build and maintain client relationships.

• Demonstrated commitment to continued education and professional development.

• RPLU designation preferred but not required.

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

• Ability to travel as needed to support client and business development activities.

Compensation Package

• Competitive base salary.

• Performance-based bonus opportunities.

• Competitive benefits package, paid time off, retirement savings plans, and professional development opportunities.

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

Technical Claim Director - Personal Umbrella (Bodily Injury Liability/Auto/Premises)

Job Summary

Seeking a highly skilled and experienced Technical Claim Director to lead and manage Personal Umbrella Liability claims, including auto, premises, and personal liability. This role requires a strategic thinker with a proven ability to handle complex claim investigations and evaluations while ensuring optimal outcomes for a clients. The position offers a hybrid work environment with office locations in multiple cities across the United States.

Compensation Package

• Base Salary: $140,000 - $170,000+ (depending on experience) + bonus and profit sharing opportunities
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Claims Management: Proactively handle Personal Umbrella Liability claims, emphasizing detailed investigation, evaluation, and monitoring of primary carrier activities to achieve optimal results.
• Coverage Analysis: Investigate and analyze complex coverage issues, providing clear and detailed coverage letters as necessary.
• Investigation & Evaluation: Conduct timely and comprehensive investigations into liability and damages to recognize exposures early.
• Claims Resolution: Develop and implement effective resolution strategies, including timely liability investigations, damage assessments, and reserve setting.
• Best Practices: Ensure adherence to company Best Practices in all claims handling activities.

Qualifications/Requirements

• Education: Bachelor’s degree required.
• Experience: Minimum of 8 years of relevant legal or technical claims experience, with a strong background in handling large exposure third-party liability claims on a primary/excess basis.
• State Knowledge: Significant experience with policy limit demands in Florida, Texas, and California.
• Independence: Ability to excel in a fast-paced environment with minimal supervision.
• Collaboration: Proven ability to work effectively with primary carriers and defense counsel, with in-depth knowledge of umbrella/excess handling and management of outside counsel.
• Legal Acumen: Extensive knowledge of case law, statutes, and procedures impacting liability claims in Florida, California, New York, and Texas.
• Skills & Competencies:
  • Strong analytical skills to navigate complex claim processes and develop effective solutions.
  • Innovative mindset with the ability to drive improvements within the claims department.
  • Excellent communication skills to convey findings and recommendations clearly to internal and external stakeholders.

#LI-BC1