Personal Insurance Account Manager

Job Summary
An established insurance agency is seeking an outgoing and personable Personal Insurance Account Manager to provide timely quotes, identify cross-selling opportunities, and deliver exceptional customer service to personal lines clients. This individual will be responsible for managing all aspects of client relationships, from new business through renewals.

Responsibilities

• Manage day-to-day service and overall account management for personal lines clients.
• Quote, bind, and issue new and renewal policies accurately and efficiently.
• Negotiate with carrier underwriters to secure the most competitive rates and coverage.
• Identify opportunities to cross-sell and round out accounts.
• Maintain and strengthen client relationships through consistent, professional communication.
• Collaborate with multiple carriers and utilize various rating systems to support client needs.

Qualifications/Requirements

• Previous experience working with personal lines coverages in an agency or brokerage setting.
• Proven customer service and sales skills.
• Strong organizational skills with the ability to self-direct daily responsibilities.
• Proficient in working with multiple carrier systems and rating platforms.
• Active Property & Casualty license 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-BJ1

Employee Benefits Account Manager (EBAM)

Job Summary

Seeking a highly skilled and experienced Employee Benefits Account Manager (EBAM) to join a team. This role is integral to a organization, which has been recognized as one of the top 30 agencies in the country by Reagan & Associates. With over 21 years of excellence and a strong, team-centric culture, Pride ourselves on delivering best-in-class service to a clients. The ideal candidate will have a proven track record in managing client accounts, a deep understanding of employee benefits, and a passion for providing exceptional service.

Compensation Package

• Salary Range: $70,000 - $90,000 annually (commensurate with experience). Candidates with salaries under $100,000 will be considered.
• Bonus: 4-8% yearly performance-based bonus.
• Benefits: Comprehensive medical coverage (100% employer-paid).
• Work Arrangement: Hybrid model – 3 days in-office, 2 days remote (non-negotiable).

Responsibilities

• Manage a portfolio of client accounts, ranging from 150 to 500 lives, with some smaller and larger groups.
• Provide expert guidance on all lines of coverage, including self-funded accounts.
• Assist clients during enrollment periods by explaining benefits and addressing inquiries.
• Ensure seamless service delivery and maintain high levels of client satisfaction.
• Support producers in quoting new and renewal business, with a primary focus on servicing renewals.
• Maintain compliance with industry regulations and best practices.
• Utilize Applied Epic software for account management and documentation.

Qualifications/Requirements

• Minimum of 5+ years of experience in an agency benefits account management role.
• Strong knowledge of self-funded accounts and generalist experience across all lines of coverage and industries.
• Licensure in Life & Health (L&H) is required.
• Experience with compliance is highly desirable.
• Familiarity with Applied Epic software is preferred.
• Exceptional organizational skills, attention to detail, and a client-focused mindset.
• Strong communication and interpersonal skills to build and maintain client relationships.
• Ability to work collaboratively in a team-oriented environment.

#LI-KD1

Employee Benefits Account Manager

Job Summary

Seeking a highly motivated and experienced Employee Benefits Account Manager to join a growing team. As a family-owned agency with a strong culture of collaboration and tenure, Pride ourselves on providing exceptional service to a clients. This role is a key part of our Employee Benefits department, which has experienced significant growth, and offers an exciting opportunity to contribute to a continued success. The ideal candidate will have a proven track record in managing employee benefits accounts, conducting open enrollment meetings, and delivering outstanding client service.

Compensation Package

• Salary Range: $80,000 - $110,000 annually, based on experience.
• Commission: Eligible for commissions on business bound from cross-sell opportunities or client referrals.
• Benefits: Comprehensive benefits package provided.
• Work Arrangement: Remote, with potential for an initial in-office onboarding period. Occasional travel required during enrollment season for in-person meetings.
• Equipment: Provided for remote employees.

Responsibilities

• Manage a portfolio of fully insured group accounts ranging from 10-250 lives.
• Conduct open enrollment meetings independently and effectively.
• Market accounts and handle renewal presentations.
• Identify and act on cross-sell opportunities from the Commercial Lines production team.
• Quote new and renewal business as needed.
• Collaborate with the Benefits Department team to ensure seamless client service.
• Utilize software tools such as Ease/Employee Navigator, EPIC, and Mineral (HR) to manage accounts and streamline processes.

Qualifications/Requirements

• Licenses/Certifications: Active Life & Health (L&H) license required.
• Experience: Minimum of 3 years of experience in employee benefits account management; 5+ years preferred.
• Technical Skills: Proficiency in Ease/Employee Navigator, EPIC, and Mineral (HR) software is highly desirable.
• Soft Skills:
  • Proactive communication skills.
  • Strong attention to detail.
  • Excellent public speaking and presentation abilities.
  • Team-oriented mindset.
  • Ability to work independently and manage multiple priorities.

#LI-DM2

Employee Benefits / Group Benefits Producer

Job Summary

Seeking a highly motivated and experienced Employee Benefits / Group Benefits Producer to join a dynamic and entrepreneurial team. This is an exciting opportunity to work in a well-established, independent insurance agency with a strong reputation in the marketplace. The ideal candidate will have a proven track record of generating new business, building client relationships, and managing a successful book of business. This role offers the flexibility to work remotely.

Compensation Package

• Salary: Negotiable based on experience and production history. An initial base salary will be provided during the ramp-up period.
• Compensation Structure: 50/30 split.
• Benefits: Comprehensive benefits package provided.
• Work Environment: Remote work opportunity with optional office presence for team building. Equipment provided for remote work.

Responsibilities

• Proactively prospect, network, and generate new business opportunities.
• Conduct benefits presentations and manage a robust sales pipeline.
• Build and maintain strong client relationships.
• Close new business deals and ensure client satisfaction.
• Develop and manage your own book of business, focusing on groups ranging from 10-250 employees.
• Participate in local client meetings and business development activities.

Qualifications/Requirements

• Experience: Minimum of 3+ years of successful Employee Benefits or Group Benefits production experience.
• Licenses: Active Life & Health License preferred.
• Proven Track Record: Demonstrated ability to independently fill a sales pipeline, prospect, and close business.
• Technical Skills: Familiarity with Amplo (formerly Veruna) software is a plus.
• Location: Ohio-based candidates only. Some office presence is preferred but not required.

Desired Soft Skills

• Self-starter with an entrepreneurial mindset.
• Strong communication and interpersonal skills.
• Proven ability to build and maintain relationships.
• Exceptional prospecting and networking abilities.
• Goal-oriented and results-driven.

#LI-MT1

P&C Account Manager

Job Summary

Seeking a dedicated and experienced P&C Account Manager to join a growing team. Our agency specializes in providing customized risk management solutions for individuals and businesses across Ohio. With a strong presence in Property & Casualty insurance, we also offer expertise in Commercial Insurance, Personal Insurance, Life Insurance, Health Insurance, and Employee Benefits. This role offers an excellent opportunity to work in a collaborative, family-oriented environment where client-first values and long-term relationships are prioritized.

The ideal candidate will have a background in Commercial Lines, though candidates with mixed Commercial and Personal Lines experience or strong Personal Lines expertise will also be considered. This position is primarily in-office, with potential for remote work on Fridays after the initial onboarding period.

Compensation Package

• Salary Range: $45,000 - $80,000 (commensurate with experience)
• Additional Benefits:
  • Profit Sharing
  • Christmas Bonus ($1,200 - $1,500)
  • $500 Vacation Bonus
  • Comprehensive benefits package
• Work Environment: Collaborative, non-micromanaged, and team-focused with excellent employee retention and appreciation perks.

Responsibilities

• Manage and service a portfolio of accounts, including renewals, client communication, policy changes, endorsements, and overall account management.
• Cross-sell and market insurance products as needed.
• Provide exceptional customer service to maintain and build long-term client relationships.
• Collaborate with team members to ensure seamless service delivery.
• Utilize the HawkSoft Agency Management System (training provided if needed).

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) License required; industry designations are preferred.
• Experience:
  • Preferred: Commercial Lines experience.
  • Considered: Mixed Commercial and Personal Lines experience or strong Personal Lines expertise.
• Technical Skills: Familiarity with HawkSoft is a plus but not required.
• Soft Skills: Strong communication, organizational, and problem-solving skills; client-focused mindset; ability to work collaboratively in a team-oriented environment.
• Location: Must be within reasonable proximity to the office. Strong preference for onsite candidates, with potential for remote work on Fridays after the initial 60-90 days.

#LI-MT1

Commercial Lines Account Manager (Hybrid)

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager (CLAM) to join a growing boutique agency. This is an excellent opportunity to work with a local, independently owned company that offers a wide range of carriers and the flexibility of a hybrid work environment. The ideal candidate will bring a stable and steady background, preferably from a larger agency, and will thrive in a client-facing role managing a diverse portfolio of accounts.

Compensation Package

• Base Salary: $80,000 - $100,000, depending on experience.
• Bonus Structure: Profit-sharing bonus after 12 months, including a percentage of the agency commission on the assigned book of business. Total compensation could reach an additional $10,000 - $15,000 annually.
• Benefits: Comprehensive benefits package, including health insurance.
• Work Environment: Hybrid work model with one in-office day per week (Tuesdays).

Responsibilities

• Manage a book of business valued at $5.8 million, consisting of approximately 40 accounts with an average account size of $250,000.
• Service accounts in industries such as condos, heavy construction, apartments, and flood.
• Handle general account servicing tasks, including quoting new and renewal business.
• Collaborate with internal teams to ensure claims and Certificates of Insurance (COIs) are handled efficiently.
• Utilize EPIC software for account management and documentation.
• Build and maintain strong client relationships through effective communication and exceptional service.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years in a similar role, with large market experience preferred.
• Technical Skills: Proficiency in EPIC software is essential.
• Industry Knowledge: Familiarity with managing accounts in construction, real estate, and flood insurance sectors.
• Soft Skills: Strong client-facing abilities, excellent communication skills, and a proactive approach to account management.
• Work Schedule: Must be available to work in-office one day per week (Tuesdays).

#LI-JN4

Commercial Lines Account Manager - Hybrid

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team in a hybrid capacity. This role offers a unique opportunity to work in a collaborative, family-oriented environment with minimal micromanagement. You will be responsible for managing a diverse portfolio of commercial lines accounts, providing exceptional service, and ensuring client satisfaction. If you have a passion for the insurance industry and thrive in a dynamic, team-focused setting, we encourage you to apply.

Compensation Package

• Salary Range: $80,000 - $90,000 (commensurate with experience)
• Benefits: Comprehensive benefits package
• 401(k): 3% company match
• Work Arrangement: Hybrid schedule (3 days in-office, 2 days remote) after training and onboarding
• Travel: No travel required

Responsibilities

• Manage a book of business with accounts averaging $15,000 in premium (up to $40,000).
• Provide full-service account management, including quoting new and renewal business.
• Build and maintain strong relationships with clients across various industries, including non-profits, construction, and contractors.
• Handle all aspects of commercial lines servicing, from policy issuance to claims support.
• Collaborate with team members to ensure seamless client experiences.
• Utilize HawkSoft software for account management and documentation.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is mandatory.
• Experience: Minimum of 3 years of independent agency experience in commercial lines servicing. Experience with captives or carriers is not applicable.
• Technical Skills: Proficiency in HawkSoft or similar agency management software is preferred.
• Industry Knowledge: Familiarity with generalist industries such as non-profits, construction, and contractors.
• Work Ethic: Strong attention to detail, excellent organizational skills, and the ability to manage multiple priorities effectively.
• Interpersonal Skills: Exceptional communication and relationship-building abilities.

#LI-BH1

Bilingual Spanish PLAM/Inside Sales Representative

Job Summary

Seeking a motivated and bilingual (Spanish-speaking) Personal Lines Account Manager (PLAM)/Inside Sales Representative to join a small, family-oriented team. This role is ideal for individuals with a background in personal lines (PL) or commercial lines (CL) insurance, who are passionate about providing exceptional customer service and driving sales. You will play a key role in servicing our clients and growing our business by managing accounts, handling policy changes, and generating new sales opportunities.

Compensation Package

• Salary Range: $50,000 - $65,000 (capped)
• Incentives:
  • 3% commission on new business
  • 3% commission on renewals
• Benefits:
  • Health insurance (individual-friendly)
  • 401(k) with Safe Harbor – 3% automatic company contribution, regardless of employee match
• Work Environment: Onsite position with no remote work or travel required

Responsibilities

• Manage personal lines accounts, including auto, home, and renters insurance, with an average premium of $2,000 (up to $10,000).
• Handle all aspects of policy servicing, including policy changes, quoting, endorsements, and binding.
• Conduct inside sales activities, including taking inbound calls, cold calling, and rounding out accounts.
• Quote new and renewal business to meet client needs and agency goals.
• Provide exceptional customer service to maintain and grow client relationships.

Qualifications/Requirements

• Language Skills: Must be fluent in Spanish and English.
• Licensure: Property & Casualty (P&C) license preferred. If not currently licensed, must obtain licensure immediately upon hire.
• Experience: Open to candidates with varying levels of experience, from entry-level to seasoned professionals. Candidates with captive insurance backgrounds are encouraged to apply.
• Technical Skills: Familiarity with insurance software (experience with Special Agent is a plus).
• Interpersonal Skills: Strong communication and customer service skills, with the ability to build and maintain client relationships.
• Work Ethic: Self-motivated, detail-oriented, and able to manage multiple tasks effectively.

#LI-BH1

Commercial Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial insurance coverage.

Responsibilities include but are not limited to:

• Servicing a large, established book of business
• Preparing proposals, policy summaries and reviews
• Reviewing applications and contracts for accuracy
• Handling new and renewal business
• Working with multiple carriers, both admitted and non-admitted
• Retention for all accounts assigned

The ideal candidate will have the following qualifications:

• Deep understanding of multiple lines of commercial coverage
• Prior experience in a client facing role, building and maintaining relationships 
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues
• Experience working in an independent brokerage setting.
• Must carry an active P&C license.

Compensation Package:

• Compensation: Between $65K-$85K (depending on experience) + commission opportunities.
• 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.

#LI-IP1