Employee Benefits Account Manager

Job Summary

Seeking a highly skilled and motivated Employee Benefits Account Manager to join a growing team. This is a fully remote position, offering the opportunity to work with small to mid-sized groups (30-200 lives) in a dynamic and supportive environment. The ideal candidate will have a strong background in employee benefits, experience with Employee Navigator, and a passion for delivering exceptional service to clients. Bilingual proficiency in Spanish is highly desirable.

Compensation Package

• Salary Range: $80,000 - $90,000 annually
• Benefits:
  • 100% employer-paid health insurance (base PPO plan)
  • 100% employer-paid dental PPO and vision coverage
  • $600 HSA contribution
  • Long-term disability and life insurance
  • Flexible Spending Account (FSA)
• Additional Perks: Company-provided equipment for remote work

Responsibilities

• Manage a book of business consisting of approximately 50 groups, with an average size of 60-70 lives.
• Handle renewals, open enrollment processes, and benefit design for assigned accounts.
• Build and maintain groups in Employee Navigator.
• Provide exceptional service to clients, ensuring their needs are met promptly and professionally.
• Collaborate with producers and other team members to support the growth and success of the agency.

Qualifications/Requirements

• Licenses: Active Life and Health license required.
• Experience:
  • Minimum of 3 years of experience in employee benefits account management.
  • Proficiency with Employee Navigator or similar platforms (e.g., Ease).
• Skills:
  • Strong organizational and time-management skills.
  • Excellent communication and interpersonal abilities.
  • Bilingual proficiency in Spanish is highly preferred.
• Work Environment: Fully remote position with company-provided equipment.

#LI-CW5

Senior Accountant

Job Summary

Seeking a highly skilled and detail-oriented Senior Accountant to join a dynamic team. In this role, you will be responsible for a wide range of accounting and financial functions, including financial reporting, reconciliations, cash management, accounts receivable and payable, payroll accounting, tax reconciliations, and operational reporting.

The ideal candidate will bring 3–5 years of accounting experience within the insurance industry, possess strong analytical skills, and demonstrate the ability to manage multiple responsibilities and deadlines independently. This is an excellent opportunity for a motivated professional to contribute to the financial success of the organization.

Compensation Package

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holidays.
• Opportunities for professional development and career growth.

Responsibilities

• Prepare accurate and timely monthly financial statements.
• Perform monthly bank reconciliations for approximately 18 accounts.
• Post payroll activity in the management system and reconcile corporate credit cards.
• Monitor accounts receivable ledgers, send collection communications, and follow up on outstanding balances.
• Process and reconcile accounts receivable (AR) and accounts payable (AP) balance offsets.
• Prepare and distribute weekly production reports.
• Approve and process daily ACH and wire transactions, ensuring accuracy and compliance.
• Reconcile and process quarterly and annual tax payments.
• Collaborate with external accountants to prepare financial statements and address state notices or correspondence.
• Assist with month-end and year-end accounting activities.
• Research and resolve account discrepancies and reconciliation issues.
• Maintain accurate financial records and supporting documentation.

Qualifications/Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field (preferred).
• 3–5 years of accounting experience in the insurance industry (required).
• Strong knowledge of general ledger accounting, accounts receivable, accounts payable, reconciliations, and financial reporting.
• Proven experience preparing monthly financial statements.
• Proficiency in ACH transactions, wires, bank reconciliations, and cash management.
• Advanced proficiency in Microsoft Excel and Microsoft Office Suite.
• Experience with Vertafore or a similar accounting/ERP system (preferred).
• Previous experience in an international or global business environment is a plus.

#LI-CS2

Bodily Injury Adjuster - Commercial Trucking

Job Summary

Seeking a skilled and detail-oriented Bodily Injury Adjuster - Commercial Trucking to join a dynamic team. This role involves managing a diverse caseload of claims, including transportation, commercial auto, personal auto, and bodily injury/property damage (BI/PD). The successful candidate will play a critical role in ensuring efficient claims handling and delivering exceptional service to the clients. This is a hybrid position, requiring a mix of onsite and remote work.

Compensation Package

• Base Salary: Up to $85,000 annually
• Health Insurance: Multiple options available, including a high-deductible plan with 100% company-paid premiums for individuals and families
• Stock Options: Available in the event of an IPO or company sale
• Wellness Benefit: $75/month reimbursement for fitness or wellness-related expenses (e.g., gym memberships, massages)
• Additional Perks: Free onsite parking

Responsibilities

• Handle a caseload of 125-150 claims, including transportation, commercial auto, personal auto, and BI/PD claims.
• Manage claims inherited from new clients, ensuring a seamless transition and high-quality service.
• Investigate, evaluate, and resolve claims in a timely and efficient manner.
• Communicate effectively with clients, claimants, and other stakeholders to gather necessary information and provide updates.
• Ensure compliance with company policies, procedures, and applicable regulations.
• Maintain accurate and organized documentation for all claims.

Qualifications/Requirements

• Proven experience in bodily injury claims handling, particularly in commercial trucking or related fields.
• Strong knowledge of transportation, commercial auto, and personal auto claims processes.
• Excellent analytical and problem-solving skills.
• Ability to manage a high-volume caseload while maintaining attention to detail.
• Strong communication and interpersonal skills.
• Proficiency in claims management systems and related software.
• Candidates with experience at NARS or State Farm will not be considered.

#LI-JF1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join an established insurance agency with a long-standing history of success in the industry. This role is responsible for managing a portfolio of personal lines accounts while delivering exceptional service and fostering strong client relationships. The organization offers a supportive, growth-oriented environment with a focus on long-term stability and professional development.

Compensation Package

• Salary Range: $50,000 - $75,000 (commensurate with experience)
• Benefits: Comprehensive health benefits
• Remote Work: One day per week work-from-home option (rotating schedule) after a 90-day probationary period
• Other Perks: Modern office environment with ergonomic workstations

Responsibilities

• Provide full-service account management for personal lines clients, including quoting, binding, and servicing policies.
• Manage an alpha-split book of standard personal lines accounts, including home, auto, umbrella, and other policies, with premiums up to $15,000 (average account size: $4,000).
• Handle new business and renewal quoting, ensuring accuracy and timeliness.
• Build and maintain strong relationships with clients, carriers, and internal team members.
• Identify opportunities for account rounding and cross-selling to meet client needs.
• Utilize AMS360 software to manage accounts and maintain accurate records.

Qualifications/Requirements

• Experience: Minimum of 2 years of experience in an independent insurance agency (open to candidates with captive agency experience).
• Licensure: Property & Casualty (P&C) license preferred; must obtain within 90 days of hire if not already licensed.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Client Service Skills: Strong interpersonal and communication skills, with a client-focused approach.
• Organizational Skills: Ability to manage multiple accounts and prioritize tasks effectively.
• Work Ethic: Self-motivated, detail-oriented, and committed to delivering high-quality service.

#LI-BH1

Job Title: Insurance Defense Paralegal

Job Summary

Seeking a dedicated and detail-oriented Insurance Defense Paralegal to provide critical support to attorneys specializing in insurance defense litigation. Responsibilities include managing case files, conducting research, preparing legal documents, and ensuring timely compliance with deadlines. This is an opportunity for a professional with a strong paralegal background who values collaboration, accuracy, and efficiency.

Responsibilities

• Assist attorneys in all phases of insurance defense litigation, including pleadings, discovery, and trial preparation.
• Review and analyze medical records, insurance policies, and other case-related documents.
• Conduct legal research and draft memoranda, reports, and correspondence.
• Coordinate and manage the discovery process, including preparing and responding to interrogatories, document requests, and deposition summaries.
• Schedule depositions, hearings, trials, and other legal proceedings while ensuring appropriate filing with the court system.
• Maintain and organize electronic and physical case files for accessibility, accuracy, and compliance.
• Interface with clients, experts, opposing counsel, and court personnel professionally and effectively.
• Monitor court deadlines and maintain an accurate litigation calendar in coordination with attorneys.
• Assist in trial preparation, including the creation of witness lists, exhibits, and trial presentation materials.
• Ensure compliance with applicable federal, state, and local rules and professional standards.

Qualifications/Requirements

• Education: Associate’s degree, bachelor’s degree, or Paralegal Certification from an ABA-approved program.
• Experience: Minimum of 2-3 years of experience as a paralegal, preferably in insurance defense or civil litigation.
• Strong understanding of legal terminology and insurance defense procedures.
• Proficiency in legal research platforms (e.g., Westlaw, LexisNexis) and litigation software.
• High-level competency with Microsoft Office Suite (Word, Excel, Outlook, etc.) and familiarity with case management systems.
• Exceptional organizational and multitasking skills with acute attention to detail.
• Excellent written and verbal communication skills; ability to interact with diverse stakeholders effectively.
• Proven ability to maintain confidentiality and handle sensitive information with discretion and professionalism.
• Self-motivated, adaptable, and able to work independently as well as collaboratively in a team-oriented 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-ET1

• $70K - $85K Annually (based on experience)
• Annual bonus potential
• Flex schedule and ability to work remotely
• 401k Plan
• Health and Dental Plan
• Generous PTO 

 #LI-PR1 

#LI-ET1

Commercial Lines Account Manager – New Business

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a growing team. This role focuses on managing new business leads, writing policies, and servicing accounts for small to mid-market clients. The ideal candidate will have a client-first mentality, a strong understanding of commercial insurance, and a passion for providing exceptional service. This is a remote position, offering flexibility and the opportunity to work with a team that values collaboration and client satisfaction.

Compensation Package

• Salary: $65,000 - $75,000 annually
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service new business accounts, focusing on small to mid-market clients.
• Handle renewals, marketing, quoting, changes, endorsements, and certificates of insurance (COIs).
• Work with a variety of accounts, including nonprofits, farms, agriculture, commercial properties, apartment buildings, and independent contractors.
• Build and maintain strong relationships with clients, ensuring their needs are met with a client-first approach.
• Collaborate with the Commercial Lines Department Manager and team to support the agency's growth and service goals.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license (California).
• Experience:
  • 3-5 years of experience in commercial lines account management.
  • Experience working with nonprofit accounts is highly preferred.
• Technical Skills: Familiarity with HawkSoft software is a plus but not required.
• Soft Skills:
  • Strong attention to detail.
  • Excellent communication and interpersonal skills.
  • A positive personality and ability to work well in a team-oriented environment.
  • Client-first mentality with a focus on delivering exceptional service.
  • Ability to manage multiple tasks and prioritize effectively.

#LI-CW5