Commercial Lines Producer

Job Summary

Seeking a motivated and experienced Commercial Lines Producer to join a dynamic insurance team. The ideal candidate will play a pivotal role in driving new business growth by fostering relationships with clients and providing tailored insurance solutions for commercial customers. This position offers significant opportunities for career advancement, ongoing professional development, and competitive compensation.

Responsibilities

• Build and sustain long-lasting relationships with commercial clients by understanding their insurance needs and providing customized solutions.
• Identify potential prospects and develop a strategic approach to generate new business.
• Conduct regular meetings, presentations, and follow-ups with prospects to close sales.
• Collaborate with underwriters and carriers to design comprehensive insurance packages for businesses of varying sizes and industries.
• Maintain an in-depth understanding of commercial insurance products, trends, pricing, and competitors.
• Consistently achieve or exceed sales targets and business development goals.
• Provide ongoing support to existing clients, ensuring excellent customer satisfaction, timely policy renewals, and effective problem resolution.
• Stay updated on industry regulations, compliance requirements, and product changes to ensure clients are advised on the best course of action.

Qualifications/Requirements

• Proven experience as an Insurance Producer or in a similar role, preferably focused on commercial insurance.
• Active state insurance license (or the ability to obtain one within a specified period).
• Strong knowledge of commercial insurance products, including property, liability, worker’s compensation, and more.
• Demonstrated ability to meet or exceed sales objectives in a competitive market.
• Excellent interpersonal, negotiation, and presentation skills.
• Self-motivated, goal-oriented, and capable of working independently as well as part of a team.
• Proficiency in insurance sales software, CRM tools, and other relevant platforms is a plus.
• Exceptional organizational and time-management skills.

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-BW1

Commercial Insurance Account Manager

Job Summary

Seeking a motivated and detail-oriented Commercial Insurance Account Manager responsible for building and maintaining strong client relationships, managing a portfolio of commercial insurance accounts, and ensuring client satisfaction. This role involves providing tailored solutions to meet clients' unique insurance needs through exemplary customer service.

Responsibilities

• Serve as the primary point of contact for assigned commercial insurance accounts, ensuring a positive client experience from onboarding to policy renewal.
• Build and nurture relationships with clients, carriers, and internal stakeholders to foster trust, loyalty, and long-term partnerships.
• Collaborate with clients to assess their risk exposure, identify coverage needs, and recommend appropriate insurance products.
• Prepare, review, and process insurance applications, renewals, endorsements, and other policy documentation in a timely and accurate manner.
• Liaise with underwriters and carriers to negotiate policy terms, premiums, and endorsements.
• Provide regular policy reviews to ensure coverage aligns with clients' goals and evolving needs.
• Assist clients in navigating claims processes, advocating for favorable outcomes as necessary.
• Maintain thorough and organized records of client interactions, policy details, and correspondence.
• Stay updated on industry trends, insurance products, and regulatory changes to provide informed guidance to clients.

Qualifications/Requirements

• Education: Bachelor’s degree in Business, Finance, Insurance, or a related field is preferred but not required. Equivalent work experience will be considered.
• Experience: Minimum 2 years of experience as an account manager, customer service representative, or similar role in the insurance industry (preferably commercial insurance).
• Licenses: Current Property & Casualty Insurance License is required.
• Technical Skills: Proficiency in insurance management software, CRM tools, and Microsoft Office Suite.
• Client-Focused: Strong aptitude for client relations and ability to provide exceptional service in a fast-paced environment.
• Communication: Excellent verbal and written communication skills with the ability to explain complex insurance concepts clearly and effectively.
• Problem-Solving: Proven ability to assess and resolve client issues in a calm, solution-focused manner.
• Time Management: Organizational skills with the ability to manage multiple tasks, prioritize workload, and meet deadlines.
• Teamwork: A collaborative mindset with a willingness to mentor team members and contribute to collective success.

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-DD3

Commercial Insurance Producer

Job Summary:

Seeking a motivated and client-focused Commercial Insurance Producer to join the team. This role involves cultivating new business opportunities, building strong relationships with clients, and offering tailored commercial insurance solutions to meet their unique needs. The ideal candidate is a skilled communicator with deep knowledge of insurance products and a passion for delivering exceptional customer service.

Responsibilities:

• Proactively identify and pursue new business opportunities to expand the client portfolio.
• Build and maintain strong, long-term relationships with prospective and existing clients through regular communication and personalized service.
• Consult with clients to assess their commercial insurance needs and recommend suitable policy options.
• Educate clients on coverage details, available policies, and industry best practices to ensure informed decision-making.
• Prepare and deliver comprehensive insurance proposals and presentations to prospective clients.
• Collaborate with underwriters and internal teams to ensure timely quotes, accurate policy issuance, and seamless account management.
• Stay informed of industry trends, regulations, and emerging insurance products.
• Participate in networking events, conferences, and community activities to enhance the company’s visibility and build professional connections.
• Maintain detailed client records in the CRM system and ensure compliance with all regulatory requirements.

Qualifications/Requirements:

• Valid Insurance Producer License in good standing, or the ability to obtain one prior to employment.
• Proven track record of success in business development, sales, or a related field.
• Strong knowledge of commercial insurance products, coverages, and risk management principles.
• Exceptional interpersonal and communication skills with the ability to connect with diverse audiences.
• Goal-driven mindset with the ability to thrive in a fast-paced, performance-oriented environment.
• Proficiency with CRM software and Microsoft Office Suite.
• Strong organizational skills, attention to detail, and the ability to prioritize tasks effectively.

Preferred Qualifications:

• Bachelor’s degree in Business, Finance, Insurance, or a related field.
• Existing network of industry contacts and proven experience leveraging relationships to close sales.
• Prior experience working in commercial insurance sales or account management.

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-DD3

Commercial Insurance Assistant Account Manager

Job Summary

Seeking a motivated and detail-oriented Commercial Insurance Assistant Account Manager to support the operations of the insurance accounts department. This role involves ensuring excellent customer service and facilitating smooth processes for internal teams and external clients. The position works closely with account managers, brokers, and clients to deliver effective service and contribute to the overall growth and success of the company while building expertise in the insurance industry.

Responsibilities

• Provide administrative support to account managers in servicing commercial insurance clients.
• Assist with managing high volumes of client accounts and ensuring timely adherence to deadlines.
• Address inquiries from clients, underwriters, and stakeholders with professionalism and clarity.
• Prepare, update, and maintain policy documentation, proposals, certificates of insurance, and related materials.
• Monitor and track billing, invoicing, and premium payments.
• Process policy renewals, endorsements, cancellations, and reinstatements accurately and promptly.
• Research new and existing clients, including eligibility verification and gathering competitive market information.
• Maintain updated knowledge of insurance industry regulations, policies, and procedures.
• Assist in optimizing workflows and processes to enhance client service.
• Collaborate with team members to identify client needs and develop tailored solutions.
• Ensure accurate data entry and record-keeping in the management system.

Qualifications/Requirements

Required Skills & Experience:

• Experience in an administrative or account assistant role, preferably within the insurance industry (commercial insurance experience is a plus).
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and familiarity with insurance management systems or CRM tools.
• Strong organizational and time management skills to handle multiple tasks and deadlines.
• Excellent written and verbal communication skills, with the ability to simplify technical information for clients.
• Attention to detail and effective problem-solving abilities.
• Ability to maintain client confidentiality and ensure data integrity.
• A customer-first mindset with a proactive approach to resolving client issues.

Preferred Qualifications:

• Completion of insurance-related coursework or certifications (e.g., CIC, CRIS, or CISR certifications).
• Familiarity with commercial insurance products, underwriting, and risk assessment.
• Experience in a fast-paced team environment.

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-DD3

Commercial Insurance Agency Claims Consultant

Job Summary

Seeking a detail-oriented and customer-focused Commercial Insurance Agency Claims Consultant to join the team. This role involves acting as a trusted advocate for clients, providing expert guidance and support throughout the claims process. Knowledge and experience in agency claims will be essential in delivering exceptional service, ensuring clients stay informed and confident during every step of the process.

The Claims Consultant will be responsible for managing claims, addressing potential coverage issues, and advocating on behalf of clients to carriers. This position requires someone who excels in a fast-paced, collaborative environment and is committed to fostering client satisfaction and trust.

Responsibilities

• Serve as the primary advocate for clients, managing commercial insurance claims from initiation through resolution.
• Assist clients in understanding policy coverage, conditions, exclusions, and the claims process.
• Collaborate with insurance carriers and adjusters to ensure accurate and timely claim resolution while protecting clients' interests.
• Provide proactive communication to clients and stakeholders regarding claim status, updates, and key developments.
• Assess coverage issues and escalate to subject-matter experts or additional resources when necessary.
• Review and evaluate claims documentation, including estimates, invoices, and adjuster reports, to ensure fairness and accuracy.
• Identify trends and offer claims mitigation and risk management recommendations to clients and agency leadership.
• Build and maintain strong client relationships through integrity, trust, and professional service.
• Maintain organized and accurate records of all claim-related activities and correspondence in the agency’s CRM or claims management system.
• Stay up-to-date on industry regulations, changes, and best practices to enhance service delivery.

Qualifications/Requirements

• Bachelor’s degree in Business, Insurance, Risk Management, or a related field, or equivalent work experience.
• A minimum of 3 years of experience in commercial insurance claims handling, agency claims advocacy, or a similar role.
• Expertise in commercial insurance policies, including liability, property, and workers' compensation.
• Excellent communication and interpersonal skills with a strong client-focused approach.
• Advanced analytical and problem-solving skills to handle complex claims effectively.
• Proficiency in claims management software and Microsoft Office Suite (Excel, Word, Outlook).
• Ability to manage multiple priorities and meet deadlines in a fast-paced setting.
• Strong negotiation and conflict resolution abilities.
• Exceptional attention to detail and professional integrity.
• Licensed Property and Casualty Agent.
• Claims Adjuster License or industry designations such as AIC, CPCU, or ARM.

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-DR1

Personal Lines Account Executive

Job Summary

An experienced Personal Lines Account Executive is needed to establish and maintain strong client relationships while providing knowledgeable, responsive, and professional insurance service. This role is responsible for supporting clients throughout the policy lifecycle, addressing coverage inquiries, processing policy changes, and helping resolve service-related concerns.

The ideal candidate has extensive personal lines insurance experience, including experience working with high-net-worth clientele and carriers. Strong customer service, organizational, communication, and problem-solving skills are essential.

Responsibilities

• Respond to client calls and correspondence regarding new and existing personal insurance policies.

• Assist clients with claims-related questions and service needs.

• Provide detailed information regarding insurance products, coverage options, quotes, and policy services.

• Review and analyze renewals and communicate coverage recommendations or changes.

• Process endorsements, cancellations, and other policy transactions accurately and promptly.

• Provide requested policy documentation and related materials.

• Resolve client concerns by identifying the underlying issue, determining appropriate solutions, coordinating necessary corrections or adjustments, and following up to ensure resolution.

• Maintain accurate records of client interactions, inquiries, transactions, and actions within agency management software.

• Collaborate with team members, provide insurance expertise, answer questions, and participate in meetings as needed.

• Perform general administrative and client service duties as needed.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• Minimum of 5 years of personal lines insurance account management experience.

• Experience working with high-net-worth personal lines carriers such as Chubb, PURE, Cincinnati Insurance, and Berkley One.

• Strong knowledge of personal insurance products, rating procedures, coverage forms, underwriting guidelines, and insurance industry operations.

• Excellent client service, communication, and interpersonal skills.

• Strong attention to detail, organization, multitasking, and follow-up abilities.

• Ability to manage client inquiries and resolve complex service issues independently.

• Comfortable working with technology and agency management software.

• Professional, positive, and collaborative approach when working with clients and colleagues.

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-JL1

Personal Lines High-Net-Worth Producer

Job Summary

Seeking a dynamic and motivated Personal Lines High-Net-Worth Producer to join a growing team. This role requires expertise in insurance sales to serve high-net-worth individuals with personalized risk management and insurance solutions. The focus will be on building long-term client relationships, tailoring insurance portfolios to specific needs, and contributing to the organization's overall success. This position emphasizes exceptional customer service, strong sales abilities, and detailed knowledge of personal insurance products tailored to affluent clients.

Responsibilities

• Build and maintain a book of business by cultivating relationships with high-net-worth individuals and families.
• Analyze clients' risk profiles to recommend tailored insurance solutions, including home, auto, liability, and specialty policies.
• Prospect and generate new business opportunities through referrals, networking, and participation in relevant industry events.
• Provide exceptional consultation to clients to ensure their insurance needs are met, thoroughly explaining coverage options and addressing any concerns.
• Partner closely with underwriters and carriers to negotiate terms, pricing, and coverage plans that align with client needs.
• Stay updated on market trends, evolving high-net-worth insurance products, policy changes, and relevant state and federal regulations.
• Act as a trusted advisor and resource for high-value clients, ensuring proactive communication and relationship management.
• Meet or exceed assigned sales goals while maintaining a high standard of professional ethics and client satisfaction.
• Consistently document client interactions and maintain accurate records using internal CRM software.
• Participate in team collaboration, offering insights to help refine business strategies and achieve organizational goals.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• Proven experience as an insurance producer or sales professional, ideally focused on personal lines or high-net-worth clientele.
• Strong knowledge of personal insurance products, including homeowners, auto, umbrella liability, and specialty high-value coverages.
• Outstanding communication, negotiation, and interpersonal skills with the ability to build and nurture client relationships.
• Demonstrated success in meeting and exceeding sales targets in a competitive environment.
• High degree of professionalism, discretion, and sensitivity in managing complex, high-profile client accounts.
• Tech-savvy with proficiency in CRM systems and insurance quoting software, such as Applied Epic or similar platforms.
• Ability to work independently while thriving in a collaborative and team-oriented environment.
• Strong organizational skills with attention to detail and the ability to manage multiple priorities effectively.
• Bachelor’s degree in Business, Finance, or a related field is preferred, but equivalent experience will also 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.

#LI-DM3

Commercial Insurance Service Representative

Job Summary

Seeking a detail-oriented Commercial Insurance Service Representative to support clients throughout the insurance policy lifecycle. This role is responsible for handling client inquiries, processing policy changes, maintaining accurate records, and collaborating with internal teams to provide responsive and efficient service.

Candidates must reside in Georgia.

Responsibilities

• Respond to client inquiries by phone, email, and other communication channels.

• Provide information regarding insurance products, coverage options, policy terms, payments, and claims processes.

• Process policy changes, endorsements, renewals, and other service requests accurately and efficiently.

• Maintain accurate client and policy information within the agency management software.

• Investigate and resolve client questions, discrepancies, and service issues.

• Escalate complex matters to the appropriate internal team and follow through to resolution.

• Maintain organized and accurate client documentation.

• Support compliance with applicable insurance regulations and internal procedures.

• Collaborate with underwriting, claims, and other internal teams to address client needs.

• Identify opportunities to improve service processes and the overall client experience.

Qualifications/Requirements

• High school diploma or equivalent required; college degree in business, finance, or a related field is a plus.

• Previous customer service experience, preferably within the insurance industry.

• Knowledge of commercial insurance products, terminology, and processes.

• Strong verbal and written communication skills.

• Excellent organizational, time-management, and problem-solving abilities.

• Strong attention to detail and accuracy.

• Proficiency with Microsoft Office and AMS360 or similar agency management software.

• Holds an active P&C (Property and Casualty) insurance license.

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-RM10

**1 YEAR OF TRAINING IN OFFICE, THEN CANDIDATE MUST BE WILLING TO RELOCATE TO TEXAS OR CALIFORNIA (CANDIDATE CHOICE) FOR PERMANENT RESIDENCY AFTERWARDS**

**THE OTHER PRODUCER ROLE WILL STAY IN THE LOCAL AREA**

Two Surety Bond Insurance Producer openings

Job Summary

This role supports clients in identifying and fulfilling their surety bond needs. The position works closely with clients, account managers, and surety representatives to manage the execution of various bond types and ensure accurate, timely processing.

Responsibilities

• Building Surety Book from scratch
• Outbound Sales
• Some travel required 

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license or willingness to obtain within an agreed timeframe

• Prior experience in surety bonds or insurance
• College coursework or degree preferred
• Proficiency in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook)
• Experience with agency management software preferred
• Familiarity with surety bonding platforms is a plus
• Strong attention to detail and accuracy
• Ability to work independently while collaborating effectively with team members
• Excellent written and verbal communication skills
• Strong time management and prioritization abilities
• Ability to multitask and handle sensitive information with discretion
• Professional demeanor and positive attitude
• Strong organizational and basic math skills
• Self-starter with good team skills

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-KB1

Personal Lines Account Manager - Hybrid

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role offers an exciting opportunity to manage a $2.6 million book of business, focusing on standard personal lines accounts. The ideal candidate will bring a customer-focused approach, strong organizational skills, and a passion for delivering exceptional service.

Compensation Package

• Salary Range: $55,000 - $75,000 (commensurate with experience)
• Incentives: Cross-sell and up-sell bonuses
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Arrangement: Hybrid (2 days work-from-home, 3 days in-office after 90 days)
• Additional Perks: Collaborative company culture, low turnover, and excellent benefits

Responsibilities

• Manage a $2.6 million book of business, with accounts averaging $4,000 in premium (up to $12,000).
• Provide end-to-end servicing of personal lines accounts, including renewals, policy changes, and client inquiries.
• Collaborate with the claims department and processors for administrative tasks such as certificates.
• Build and maintain strong relationships with clients, carriers, and internal teams.
• Utilize Applied EPIC software for account management and documentation.
• Identify opportunities for cross-selling and up-selling to enhance client portfolios.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license preferred; must obtain within six months if not currently licensed.
• Experience: Minimum of 2 years in personal lines insurance; candidates with captive experience are welcome to apply.
• Technical Skills: Proficiency in Applied EPIC software is a plus.
• Skills: Strong communication, organizational, and customer service skills.
• Work Ethic: Self-motivated, detail-oriented, and able to thrive in a collaborative team environment.

#LI-BH1