Private Equity Consultant

Position Summary

Seeking an experienced Senior Placement Broker with a strong background in Private Equity and complex commercial insurance placements. This role requires a highly strategic and client-facing professional who thrives in a fast-paced environment and has extensive experience handling middle-market to large-market accounts across multiple industries.

The ideal candidate will possess deep expertise in Private Equity due diligence, carrier negotiations, and placement strategy across all Property & Casualty lines. This individual will work closely with internal producers, PE firms, portfolio companies, and carrier partners to structure comprehensive insurance solutions for sophisticated clients.

Qualifications

• Experience with portfolio company integration and acquisition-related insurance reviews.
• Existing carrier and wholesale market relationships.
• Professional designations such as CPCU, ARM, CIC, or RPLU.
• Background working with national or large regional brokerage firms.

Compensation & Benefits

• Competitive base salary plus bonus opportunities.
• Comprehensive health, dental, and vision benefits.
• 401(k) with company match.
• Generous paid time off and holidays.

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Overview

Our client is seeking a motivated and customer-focused Personal Insurance Account Manager to join their dynamic team. This is a hybrid role that allows for a combination of remote and in-office work, providing a flexible work environment.

Responsibilities

• Manage client accounts and provide exceptional customer service for personal insurance lines
• Communicate with clients to understand their insurance needs and provide tailored solutions
• Review policy coverage and advise clients on potential gaps or additional coverage options
• Process policy changes, endorsements, and renewals in a timely and accurate manner
• Collaborate with underwriters and carriers to negotiate terms and secure the best coverage for clients
• Develop and maintain strong client relationships to ensure client retention and satisfaction
• Stay updated on industry trends, regulations, and changes in the insurance market
• Handle client inquiries and claims, providing support and guidance throughout the process

Qualifications

• At least 3 years of proven experience as an Account Manager in a retail insurance agency
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships
• Proficient in insurance software and Microsoft Office suite
• Knowledge of insurance regulations and compliance requirements
• Strong organizational skills and attention to detail
• Ability to work independently and as part of a team
• Holds an active P&C (Property and Casualty) insurance license

Day-to-day

• Engage with clients through various communication channels to handle inquiries and provide support
• Review and analyze client policies to identify opportunities for additional coverage or potential risks
• Coordinate with carriers and underwriters to negotiate terms and secure the best coverage for clients
• Process policy changes, endorsements, and renewals with a high level of accuracy and efficiency
• Stay updated on industry trends, regulations, and changes in the insurance market to provide informed advice to clients

Compensation

• Compensation: Between $60,000 – $85,000+ (based on experience).
• 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.

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Employee Benefits Producer

Job Summary

Seeking a dynamic and results-driven Employee Benefits Producer to join a growing team. This role offers a unique opportunity to work with a well-established organization backed by a reputable financial institution. With 70% of leads provided through warm referrals from the bank, this position is ideal for a motivated professional looking to expand their career in a supportive and professional environment.

Compensation Package

• Commission Structure: 45% on new business, 25% on renewals.
• Flexible Compensation: Tailored to individual experience and performance.
• Additional Benefits: Comprehensive benefits package provided.

Responsibilities

• Develop and manage a book of business, focusing on fully funded, self-funded, and level-funded accounts of varying sizes.
• Leverage warm leads provided by the bank to generate new business (70% of leads are untapped).
• Engage in team selling, client meetings, and relationship-building activities.
• Conduct some cold calling to identify and secure new opportunities.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Maintain a strong understanding of industry trends and market conditions.

Qualifications/Requirements

• Experience: Minimum of 3 years of agency producing experience, with a proven track record of success. Candidates with 5+ years of experience are preferred.
• Licenses/Certifications: Property & Casualty (P&C) license required.
• Industry Background: Experience with medium to large brokers is essential. Candidates from smaller "mom & pop" shops will not be considered.
• Software Proficiency: Familiarity with Applied EPIC software is preferred.
• Soft Skills: Strong sales acumen, self-motivation, ability to work independently, excellent communication skills, and a proven ability to build and maintain client relationships.

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Commercial Lines Account Manager (CLAM)

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager (CLAM) to join a growing team. This role is pivotal in managing and servicing a diverse book of commercial insurance accounts, including real estate investors, transportation, technology, and hospitality clients. The ideal candidate will have a proven track record in account management, a strong understanding of the insurance industry, and the ability to work independently while contributing to a collaborative team environment.

Compensation Package

• Competitive Salary: Above median market rate, with the potential for additional compensation based on experience and expertise.
• Health Benefits: 50% of employee premiums covered, with an out-of-pocket cost of approximately $150/month for employees. Family coverage available at employee expense.
• Additional Benefits: Vision, dental, pet insurance, and confidential mental health counseling services.
• Work Equipment: Provided for remote employees.
• Professional Development: Opportunities for growth, including potential promotion to Director of Commercial Lines.

Responsibilities

• Manage the full lifecycle of commercial insurance accounts, including quoting, binding, and servicing policies.
• Handle a diverse book of business, including property, transportation, cyber liability, directors & officers (D&O), and small commercial accounts.
• Collaborate with the team to ensure seamless client service and account management.
• Utilize advanced technology platforms (Nowcerts and Agency Zoom) to streamline workflows and enhance efficiency.
• Provide strategic recommendations to improve processes and contribute to the growth of the commercial lines department.
• Participate in occasional in-office training sessions and company events, including quarterly gatherings and an annual holiday party.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: 3-5 years of full account management experience in commercial lines insurance. Experience with E&S coastal accounts is a plus.
• Technical Skills: Proficiency in insurance management systems (e.g., Nowcerts) and CRM tools (e.g., Agency Zoom).
• Soft Skills: Self-motivated, driven, and eager to learn. Strong communication and organizational skills. Ability to work independently and as part of a team.
• Location: Candidates within 50 miles of the office will work in a hybrid model. Fully remote candidates will be considered if located in a similar cost-of-living area.

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Personal Lines Account Manager (PLAM)

Job Summary

Seeking a highly skilled and experienced Personal Lines Account Manager (PLAM) to join a growing team. This role is integral to a agency's success, as you will manage a high-volume book of business, provide exceptional service to clients, and contribute to the overall growth of the agency. A company prides itself on fostering a collaborative, innovative, and supportive work environment where employees can thrive and make a meaningful impact.

Compensation Package

• Competitive Salary: Based on experience, with a commitment to paying above the median market rate to attract top talent.
• Health Insurance: 50% of the employee premium covered by the company (employee pays approximately $150/month).
• Additional Benefits: Vision, dental, pet insurance, and confidential mental health counseling.
• Work Equipment: Provided for remote employees.
• Professional Development: Opportunities for growth and learning within a supportive environment.

Responsibilities

• Manage a high-volume book of business, including quoting, renewing, and servicing personal lines accounts.
• Handle the full account management process, ensuring client satisfaction and retention.
• Work with real estate investors, property accounts, and other small commercial accounts.
• Utilize agency management software (Nowcerts - Momentum) and CRM (Agency Zoom) to streamline workflows.
• Collaborate with team members to maintain a positive and productive work environment.
• Participate in occasional in-office training sessions and company events.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: 3-5 years of personal lines account management experience, with a strong understanding of E&S coastal markets.
• Technical Skills: Proficiency in agency management software and CRM systems.
• Soft Skills:
  • Self-motivated and driven.
  • Strong problem-solving abilities.
  • Excellent communication and interpersonal skills.
  • Adaptability to new technologies and processes.
  • Team-oriented with a collaborative mindset.

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Job Title: Personal Insurance Account Manager

Job Summary

Seeking a dynamic and customer-focused Personal Insurance Account Manager to manage and nurture client relationships while delivering tailored personal insurance solutions. The role requires excellent communication and interpersonal skills, a deep understanding of personal insurance products, and the ability to work both independently and collaboratively in a fast-paced environment.

Responsibilities

• Build and maintain strong, long-lasting relationships with personal insurance clients.
• Consult with clients to understand their specific insurance needs and recommend appropriate coverage options.
• Provide exceptional customer service by responding to inquiries, addressing concerns, and resolving issues promptly.
• Prepare insurance quotes, review policy renewals, and process policy changes, ensuring accuracy and adherence to regulations.
• Educate clients on insurance terms, policy options, and risk management strategies.
• Collaborate with other team members to identify cross-selling opportunities and enhance client satisfaction.
• Keep up-to-date with industry trends, regulations, and new insurance products to provide the best solutions to clients.
• Maintain accurate and organized records of client interactions, policies, and transactions.
• Actively participate in training/development programs and team meetings to stay informed and grow professionally.

Qualifications/Requirements

• Proven experience as an account manager or similar role, preferably in the insurance industry.
• Strong knowledge of personal insurance products (e.g., auto, home, renters, and umbrella policies).
• Exceptional verbal and written communication skills, with the ability to explain complex insurance concepts in plain language.
• Skilled in building trust and developing enduring relationships with a diverse client base.
• Detail-oriented with strong organizational and time-management skills.
• Proficient in using insurance management software and basic office tools (MS Office, CRM systems).
• Ability to work both independently and collaboratively within a team-oriented environment.
• Professional license (e.g., Property & Casualty License) required or ability to obtain one within a specified timeframe.
• Commitment to continuous learning and staying informed about industry changes.

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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Job Title: Property & Casualty Insurance Producer

Job Summary

Seeking a motivated and dynamic Property & Casualty Insurance Producer to join the team. This role involves developing client relationships and delivering tailored insurance solutions for individuals and businesses. The ideal candidate is customer-focused, results-driven, and passionate about helping clients protect what matters most.

Responsibilities

• Build and maintain relationships with clients, offering personalized solutions for property and casualty insurance coverage.
• Identify and pursue new business opportunities through networking, referrals, and lead generation.
• Conduct thorough assessments of client needs, educating them on available coverage options and policy benefits.
• Develop and present customized insurance proposals that align with client requirements and goals.
• Manage policy renewals, endorsements, and coverage modifications to ensure accuracy and client satisfaction.
• Stay current with industry trends, regulations, and market conditions to provide up-to-date advice to clients.
• Collaborate with underwriting and claims teams to support clients throughout the policy lifecycle.
• Maintain accurate records of client interactions and manage a pipeline of prospects efficiently through the Customer Relationship Management (CRM) system.
• Participate in community events, workshops, and networking opportunities to represent the company and build brand awareness.
• Adhere to all company, state, and federal regulations and ethics standards.

Qualifications/Requirements

• Active Property & Casualty Insurance License is required.
• Proven experience as an Insurance Producer, with a focus on property and casualty insurance.
• Exceptional interpersonal, communication, and relationship-building skills.
• Strong sales acumen, with a results-oriented and client-focused approach.
• Solid understanding of insurance products, coverage types, and industry regulations.
• Ability to analyze client needs and recommend appropriate insurance solutions.
• Self-motivated with excellent organizational and time management abilities.
• Proficiency in using CRM software and Microsoft Office Suite.
• Bachelor’s degree in Business, Marketing, Insurance, or a related field is preferred, but not required. Equivalent professional experience will be considered.

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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Commercial Lines Account Manager

Job Summary

Seeking a highly organized, motivated, and detail-oriented Commercial Lines Account Manager to manage a portfolio of commercial insurance clients. This role involves fostering strong client relationships, providing tailored insurance solutions, and ensuring that business needs are effectively met. The position requires a proactive approach, excellent customer service, and collaboration with various stakeholders.

Responsibilities

• Manage a portfolio of commercial clients and serve as the primary contact for all account-related inquiries.
• Build and maintain strong relationships with clients, insurance carriers, and internal team members.
• Analyze and understand clients' insurance coverage requirements, offering customized solutions to meet their needs.
• Oversee policy renewals, endorsements, audits, and cancellations with precision and efficiency.
• Prepare and deliver timely quotes, proposals, and policy documents.
• Stay informed on market trends, insurance products, and coverage options to provide strategic advice.
• Address client concerns and resolve issues promptly while ensuring a positive client experience.
• Support the sales team with prospecting and account development.
• Ensure all activities and documentation comply with regulatory and company policies.

Qualifications/Requirements

• Proven experience as an Account Manager in commercial insurance or a related field.
• Strong understanding of commercial insurance coverages, principles, and products.
• Valid insurance licensing as required by state and federal regulations.
• Excellent attention to detail, organizational, and multitasking skills.
• Outstanding written and verbal communication skills.
• Proficiency in insurance management software and Microsoft Office Suite.
• Analytical skills to assess data and provide valuable recommendations.
• Demonstrated ability to build trust and maintain long-term client relationships.
• Capable of working independently while contributing to team objectives.

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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