Job Description: Commercial Producer - Middle Market

Job Summary

Seeking a dynamic, results-driven Commercial Producer - Middle Market to join a team. This individual will play a pivotal role in driving business growth by building strong client relationships, providing tailored insurance solutions, and expanding presence in the middle market space. The ideal candidate is an experienced insurance producer with a proven track record in commercial insurance brokering and a passion for providing exceptional client service.

Responsibilities

• Client Relationship Management: Develop and maintain strong, long-lasting relationships with middle-market business clients to understand their unique insurance needs and provide customized solutions.
• Business Development: Identify, prospect, and secure new business opportunities in the middle-market segment, contributing to the growth of agency revenue.
• Policy Expertise: Understand and analyze various insurance policies to match client needs, including general liability, property, workers’ compensation, and industry-specific coverages.
• Collaboration: Work closely with internal teams and carriers to negotiate terms, secure competitive pricing, and advocate on behalf of clients to obtain the best possible insurance solutions.
• Customer Service Excellence: Provide clients with consistent support, including answering inquiries, managing renewals, and processing policy changes. Ensure timelines and client expectations are met.
• Industry Knowledge: Stay updated on industry trends, emerging risks, and regulatory changes to offer informed recommendations and maintain a competitive edge in the marketplace.
• Sales Pipeline Management: Effectively manage the sales process, from lead generation to closing, leveraging CRM tools to track prospects and opportunities.
• Community Engagement: Represent the company in community and industry events to foster rapport, build a network, and enhance brand presence and reputation.

Qualifications/Requirements

• Experience: Minimum of 3-5 years of experience as a producer or broker in the commercial insurance space, preferably in the middle-market sector.
• Licensure: Holds an active P&C (Property and Casualty) insurance license.
• Sales Acumen: Proven track record of hitting or surpassing sales quotas, with exceptional negotiation and deal-closing capabilities.
• Industry Knowledge: Familiarity with commercial lines coverages, insurance carriers, and industry-specific needs in the middle market.
• Interpersonal Skills: Excellent communication and relationship-building skills, with the ability to effectively connect with diverse stakeholders.
• Problem Solving: Strong analytical and problem-solving abilities to assess risk exposures and recommend adequate coverage options.
• Technology Skills: Proficiency in CRM systems, Microsoft Office (Excel, Word, and PowerPoint), and virtual meeting platforms.

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-PM1

Employee Benefits Producer

Job Summary

A motivated and customer-focused individual is needed to deliver exceptional service in the insurance industry. The Employee Benefits Producer will play a critical role in providing tailored benefits solutions designed to meet the evolving needs of businesses and their workforce. This position offers an opportunity to contribute expertise, foster client relationships, and drive growth in a dynamic, collaborative environment.

Responsibilities

• Build and maintain strong relationships with business clients to address their employee benefits needs.
• Design, market, and propose comprehensive strategies that include group health, dental, vision, life, disability, and voluntary benefit programs for organizations across various industries.
• Collaborate with internal account management teams to create exceptional client experiences and ensure timely solution delivery.
• Develop and execute a strategic sales plan to prospect, qualify, and retain new clients.
• Educate clients on compliance requirements, best practices, and industry trends related to employee benefits.
• Conduct negotiations with insurance carriers to secure cost-effective coverage options.
• Provide detailed presentations to clients, HR teams, and executive leadership explaining employee benefit solutions and value propositions.
• Keep updated on market trends and industry regulations to inform and optimize client offerings.
• Represent the organization professionally in all interactions, including client meetings, networking events, and industry functions.

Qualifications/Requirements

• Bachelor’s degree in Business Administration, Insurance, or a related field (or equivalent working experience).
• Active Insurance Producer License (Health and Life) required.
• A minimum of 3 years of experience in employee benefits consulting, insurance sales, or a related field.
• Proven ability to meet or exceed sales targets in competitive environments.
• Exceptional communication, negotiation, and interpersonal skills.
• Strong analytical and problem-solving abilities to effectively address client needs.
• Proficiency in CRM systems and insurance software platforms.
• Self-motivated, highly organized, and capable of working both independently and as part of a team.

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-PM1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a growing team. This role is pivotal in managing and servicing middle-market accounts. The ideal candidate will bring a strong background in commercial lines, a customer-focused mindset, and the ability to thrive in a dynamic, collaborative environment. This position offers a hybrid work model after an initial 90-day in-office training period.

Compensation Package

• Salary Range: $70,000 - $85,000 (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Hybrid work schedule available.

Responsibilities

• Manage and service a portfolio of commercial lines accounts, focusing on middle-market clients.
• Quote new and renewal business, ensuring accuracy and timeliness.
• Collaborate with the sales and service teams to provide exceptional client support.
• Utilize AMS360 software for account management and documentation.
• Maintain compliance with industry regulations and company policies.
• Build and nurture strong client relationships to ensure retention and satisfaction.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years in commercial lines account management, with a preference for candidates with 5+ years of experience.
• Technical Skills: Proficiency in AMS360 software is highly preferred.
• Soft Skills:
  • Strong organizational and time-management abilities.
  • Excellent communication and interpersonal skills.
  • Problem-solving mindset with attention to detail.
  • Ability to work collaboratively in a team-oriented environment.
  • Adaptability to handle a dynamic workload.

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-CH2

• 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-BH1

Senior Claims Specialist – GLPD & Construction Defect

Job Summary

Seeking a highly skilled and experienced Senior Claims Specialist to join a team. This role focuses on the investigation, evaluation, negotiation, and resolution of complex, high-exposure General Liability Property Damage (GLPD) and Construction Defect claims. The position involves managing both litigated and non-litigated matters with significant severity and coverage complexity.

Compensation Package

• Competitive base salary up to $120,000 (commensurate with experience)
• Comprehensive benefits package, including health, dental, and vision insurance
• Paid time off and holidays
• Opportunities for professional development and continuing education

Responsibilities

• Investigate, evaluate, and resolve complex GLPD and Construction Defect claims.
• Conduct detailed policy coverage analysis, identify issues, and prepare coverage correspondence for supervisory review.
• Investigate liability and damages on high-exposure claims.
• Manage litigation by assigning approved panel counsel, establishing litigation plans and budgets, and coordinating case strategy.
• Establish timely and accurate reserves and adjust as claims develop.
• Maintain complete and current file documentation and ensure effective diary management.
• Complete required large loss and internal reporting in a timely manner.
• Negotiate settlements within granted authority and participate in mediations, settlement conferences, and alternative dispute resolution (ADR) proceedings.
• Manage and control work product and expenses of outside vendors and defense counsel.
• Identify opportunities for risk transfer, co-insurance, contribution, and subrogation.
• Handle designated accounts and maintain strong customer relationships.
• Ensure compliance with all regulatory requirements, internal guidelines, and best practices.
• Support deductible and self-insured retention recovery protocols.
• Maintain required state licensing and fulfill continuing education requirements.
• Perform other duties as assigned.

Qualifications/Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• Industry designations such as AIC, SCLA, CRIS, or similar are preferred.
• 3-5 years of experience in Construction Defect and General Liability Property Damage claims.
• Proven track record of managing litigated, high-severity claims.
• Strong analytical, investigative, and negotiation skills.
• Excellent written and verbal communication abilities.
• In-depth knowledge of insurance coverage, legal procedures, and regulatory requirements.
• Ability to work independently in a remote environment while maintaining productivity and high-quality work standards.

#LI-RG1

Litigation Claims Specialist – GLPD & Construction Defect

Job Summary

Seeking a highly skilled and experienced Litigation Claims Specialist to join a team. This role involves the investigation, evaluation, negotiation, and resolution of complex, high-exposure General Liability Property Damage (GLPD) and Construction Defect claims. The ideal candidate will have a strong background in construction defect claims, coverage analysis, and litigation management. This is a remote position that requires the ability to work independently while collaborating with a remote manager and internal stakeholders.

Compensation Package

• Competitive base salary up to $130,000 (dependent on experience)
• Comprehensive benefits package
• Opportunities for professional growth and development

Responsibilities

• Investigate, evaluate, and resolve complex GLPD and Construction Defect claims.
• Conduct detailed policy coverage analysis, identify issues, and prepare coverage correspondence for supervisory review.
• Investigate liability and damages on high-exposure claims.
• Manage litigation by assigning approved panel counsel, establishing litigation plans and budgets, and coordinating case strategy.
• Establish and adjust timely and accurate reserves as claims develop.
• Maintain complete and up-to-date file documentation and manage claim diaries effectively.
• Prepare and submit large loss and internal reports in a timely manner.
• Negotiate settlements within granted authority and participate in mediations, settlement conferences, and alternative dispute resolution (ADR) proceedings.
• Oversee and control the work product and expenses of outside vendors and defense counsel.
• Identify opportunities for risk transfer, co-insurance, contribution, and subrogation.
• Manage designated accounts and maintain strong customer relationships.
• Ensure compliance with all regulatory requirements, internal guidelines, and best practices.
• Support deductible and self-insured retention recovery protocols.
• Maintain required state licensing and complete continuing education requirements.
• Perform additional duties as assigned.

Qualifications/Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• Industry designations such as AIC, SCLA, CRIS, or similar are preferred.
• Minimum of 5 years of experience in Construction Defect and General Liability Property Damage claims.
• Proven experience managing litigated, high-severity claims.
• Strong analytical, investigative, and negotiation skills.
• Excellent written and verbal communication abilities.
• Comprehensive knowledge of insurance coverage, legal procedures, and regulatory requirements.
• Ability to work independently in a remote environment while maintaining high productivity and file quality.

#LI-RG1

Senior Litigation Claims Specialist – GLPD & Construction Defect

Job Summary

Seeking a highly skilled and experienced Senior Litigation Claims Specialist to join a team. In this role, you will be responsible for managing complex, high-exposure General Liability Property Damage (GLPD) and Construction Defect claims. This includes both litigated and non-litigated matters that involve significant severity and coverage complexity.

Compensation Package

• Competitive base salary up to $145,000 (commensurate with experience)
• Comprehensive benefits package, including health, dental, and vision insurance
• Paid time off and holidays
• Professional development opportunities

Key Responsibilities

• Investigate, evaluate, and resolve complex GLPD and Construction Defect claims.
• Conduct detailed policy coverage analysis and prepare coverage correspondence for supervisory review.
• Investigate liability and damages on high-exposure claims.
• Manage litigation by assigning approved panel counsel, establishing litigation plans and budgets, and coordinating case strategy.
• Establish and adjust timely and accurate reserves as claims develop.
• Maintain complete and up-to-date file documentation and ensure effective diary management.
• Complete large loss and internal reporting requirements in a timely manner.
• Negotiate settlements within granted authority and participate in mediations, settlement conferences, and alternative dispute resolution (ADR) proceedings.
• Oversee and control the work product and expenses of outside vendors and defense counsel.
• Identify opportunities for risk transfer, co-insurance, contribution, and subrogation.
• Manage designated accounts and maintain strong customer relationships.
• Ensure compliance with all regulatory requirements, internal guidelines, and best practices.
• Support deductible and self-insured retention recovery protocols.
• Maintain required state licensing and fulfill continuing education requirements.
• Perform additional duties as assigned.

Qualifications/Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• Industry designations such as AIC, SCLA, CRIS, or similar are preferred.
• 5–10 years of experience in Construction Defect and General Liability Property Damage claims.
• Proven track record of managing litigated, high-severity claims.
• Strong analytical, investigative, and negotiation skills.
• Excellent written and verbal communication abilities.
• Comprehensive knowledge of insurance coverage, legal procedures, and regulatory requirements.
• Ability to work independently in a remote environment while maintaining productivity and high-quality work standards.

#LI-RG1