Employee Benefits Client Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Client Manager to join a growing team. This role is integral to the organization, providing exceptional client service and support in the management of employee benefits accounts. The ideal candidate will have a strong background in benefits administration, excellent communication skills, and the ability to thrive in a dynamic, client-facing environment. This position offers a hybrid work schedule with flexibility and the opportunity to work with a top-tier brokerage firm known for its competitive compensation and long-tenured team.

Compensation Package

• Salary Range: $60,000 - $90,000, commensurate with experience
• Benefits: Comprehensive benefits package offered
• Work Schedule: Hybrid model (2-3 days onsite per week)

Responsibilities

• Manage and service employee benefits accounts, including small groups (2-99 employees) and larger groups (100+ employees)
• Handle daily responsibilities such as enrollments, client-facing interactions, and service tasks as delegated by Benefits Account Executives
• Assist with quoting new and renewal business
• Work with fully insured accounts and, for larger groups, some self-funded accounts
• Utilize Applied EPIC software to manage client information and processes
• Provide exceptional customer service and maintain strong client relationships

Qualifications/Requirements

• Licensure: Life and Health (L&H) license required
• Experience: Minimum of 3 years of experience preferred, though entry-level candidates with relevant skills will also be considered
• Technical Skills: Proficiency in Applied EPIC software is preferred
• Industry Knowledge: Experience with fully insured accounts is essential; familiarity with self-funded accounts for larger groups is a plus
• Education: Relevant educational background or equivalent work experience
• Other Skills: Strong communication, organizational, and client management skills

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General Liability Claims Adjuster

Job Summary

Seeking a highly skilled and experienced General Liability Claims Adjuster to join a team. This role involves managing a diverse portfolio of claims, including litigated cases, for school districts across California. The ideal candidate will have a strong background in handling complex claims, litigation management, and coverage investigations. This is a hybrid position requiring in-office presence three days a week.

Compensation Package

• Salary Range: $90,000 - $125,000 per year
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a caseload of 100-120 claims, with 80% being litigated cases.
• Handle claims related to school districts, including child sexual assault (50%), bullying, fighting, employment discrimination, and auto accidents.
• Conduct coverage investigations, including writing Reservation of Rights (ROR) letters and handling denials.
• Manage claims under the Government Tort Claims Act.
• Handle large loss claims and ensure proper litigation management.
• Collaborate with school districts and other stakeholders to resolve claims efficiently and effectively.

Qualifications/Requirements

• Minimum of 5 years of experience managing a litigated claims desk.
• Strong understanding of complex claims and litigation management.
• Experience with coverage investigations, including writing ROR letters and handling denials.
• Excellent presentation and communication skills.
• Ability to handle sensitive claims with professionalism and discretion.
• Familiarity with claims related to school districts is a plus but not required.
• Enthusiastic, professional demeanor with attention to detail and strong organizational skills.

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Commercial Lines Producer

Job Summary

Seeking dynamic and results-driven Commercial Lines Producers to join a growing team. This role is ideal for individuals with a proven track record in sales who thrive in a fast-paced, entrepreneurial environment. As a Commercial Lines Producer, you will be responsible for generating new business opportunities, managing client relationships, and driving revenue growth. This position offers the opportunity to work with high-value accounts and provides a competitive compensation structure tailored to reward your success.

Compensation Package

• Base Salary: Competitive, up to $90,000 (depending on experience).
• Commission: Higher commission splits available for candidates bringing their own book of business.
• Validation Plan: Tailored to each candidate to ensure competitive earnings.
• Benefits: Comprehensive benefits package, including 401(k).
• Work Environment: Remote field sales role with travel required within the assigned market territory.

Responsibilities

• Develop and execute strategies to generate new business opportunities in commercial lines insurance.
• Focus on acquiring and managing accounts with premiums of $50,000 and above.
• Build and maintain strong relationships with clients to ensure long-term partnerships.
• Act as a "hunter," proactively seeking out new clients and opportunities without reliance on agency-generated leads.
• Collaborate with the Account Management team to ensure seamless service delivery and client satisfaction.
• Cross-sell additional products and services to existing clients to maximize revenue potential.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 2-3 years of proven sales experience, with a demonstrated track record of meeting or exceeding sales targets.
• Account Focus: Experience working with larger accounts ($50,000+ in premium) is preferred.
• Skills: Strong sales acumen, excellent communication and negotiation skills, and the ability to work independently in a field sales environment.
• Personality: Self-motivated, entrepreneurial, and results-oriented with a "hunter" mentality.
• Travel: Willingness to travel within the assigned market territory.

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Personal Lines Producer

Job Summary

Seeking dynamic and results-driven Personal Lines Producers to join a growing team. This is an exciting opportunity for highly motivated individuals to contribute to the expansion of an agency. The ideal candidates will have a proven track record in sales, a passion for building client relationships, and the ability to generate new business. This is a fully in-office position, offering a supportive environment with an Account Management team to handle service tasks, allowing you to focus on sales and client acquisition.

Compensation Package

• Base Salary: Up to $55,000 annually
• Commission: 35% on new business
• Benefits: Competitive benefits package, including 401(k)

Responsibilities

• Generate and close new business opportunities, focusing on personal lines insurance policies.
• Meet and exceed quarterly sales targets, with an expectation of writing $150,000 worth of business per quarter.
• Develop and maintain a strong network of clients through proactive lead generation and relationship building.
• Handle standard market accounts, with the potential to work on high-net-worth accounts as opportunities arise.
• Collaborate with the in-office Account Management team to ensure seamless service for clients.
• Utilize a hunter mentality to identify and pursue new sales opportunities with minimal leads provided by the agency.

Qualifications/Requirements

• Active Property & Casualty (P&C) license is required.
• Minimum of 2-3 years of proven sales experience, with a demonstrated ability to meet or exceed sales targets.
• Strong interpersonal and communication skills, with the ability to build and maintain client relationships.
• Self-motivated and goal-oriented, with a proactive approach to sales and lead generation.
• Ability to work effectively in a fully in-office environment.

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#INDTJG-PT

Benefits Advisor

Job Summary

Seeking a motivated and results-driven Benefits Advisor to join an Employee Benefits team. This full-time, remote position is ideal for a sales professional with a proven track record in B2B sales who is eager to develop new business relationships, build a sustainable pipeline, and assist employers in navigating the complexities of employee benefits. Reporting to the Director of Sales or Chief Sales Officer, the Benefits Advisor will play a key role in driving business growth through consultative and relationship-driven sales strategies.

Compensation Package

• Competitive base salary with an uncapped commission structure.
• Comprehensive benefits package, including medical, dental, and vision coverage.
• 401(k) plan with company match.
• Professional development and industry certification support.
• Opportunities for career growth within a collaborative and supportive team environment.

Responsibilities

New Business Development

• Identify and prospect potential clients through networking, referrals, cold outreach, and community involvement.
• Build and maintain a robust pipeline of qualified opportunities.
• Conduct discovery meetings to understand employer needs, challenges, and goals.
• Present tailored benefits solutions that address client pain points and business objectives.
• Negotiate and close new business, managing the sales cycle from initial contact to signed agreement.

Sales Planning & Execution

• Develop and execute a personal sales plan with clear activity metrics and revenue targets.
• Follow a defined sales process and methodology, maintaining accurate records in the CRM system.
• Prepare and deliver compelling proposals and presentations.
• Collaborate with internal teams to ensure smooth transitions from sale to implementation.
• Participate in regular pipeline reviews and forecasting discussions.

Market & Relationship Building

• Establish yourself as a trusted resource in the local business community.
• Develop centers of influence, including CPAs, attorneys, HR consultants, and financial advisors.
• Stay current on industry trends, carrier products, and regulatory changes affecting employee benefits.
• Represent the company at industry events, trade shows, and networking functions.

Qualifications/Requirements

Required

• Minimum of 3 years of successful B2B sales experience with documented results.
• Proven ability to prospect, build a pipeline, and close deals independently.
• Strong presentation and communication skills.
• Self-motivated with excellent time management and organizational abilities.
• Proficiency with CRM systems and standard business technology.
• Valid driver’s license and ability to travel locally for client meetings.

Preferred

• Experience in selling professional services or other consultative/complex solutions.
• Existing network of business relationships in the local market.
• Life and Health insurance license (or willingness to obtain within 90 days of hire).
• Bachelor’s degree or equivalent professional experience.

#LI-TM1

Personal Lines Agent

Job Summary

An established and growing insurance agency is seeking a dedicated Personal Lines Agent to support and service a portfolio of standard personal lines accounts. With decades of experience in Property & Casualty and Life & Health/Employee Benefits, this organization is known for a supportive, team-oriented culture and strong employee retention. This role focuses on managing inbound opportunities and providing high-level service to clients while maintaining accurate account documentation and coverage oversight.

Responsibilities

• Manage a portfolio of standard personal lines accounts, providing A–Z account servicing.
• Handle inbound leads and quote requests, ensuring timely and accurate responses.
• Close sales generated from inbound activity.
• Quote new and renewal business across personal lines coverages.
• Review policies and advise clients on appropriate coverage options.
• Maintain accurate documentation within agency management software.
• Deliver exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.
• Collaborate with team members to support a positive and productive work environment.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• Minimum of 2 years of insurance experience, either captive or independent.
• Experience within an independent agency environment preferred.
• Proficiency in AMS360 or comparable agency management software preferred.
• Strong communication and interpersonal skills.
• Highly organized with the ability to manage multiple priorities effectively.
• Detail-oriented with a commitment to delivering outstanding client service.

Compensation Package

• Base Salary: $40,000 – $55,000, commensurate with experience
• Commission: Additional monthly commission based on inbound sales production
• Competitive benefits package, 401(k), 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.

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