Claims Advocate

Job Summary

Seeking a dedicated and customer-focused Claims Advocate to serve as the primary point of contact for clients requiring assistance with claims and insurance-related matters. This role involves acting as a liaison between clients, insurance carriers, and other stakeholders to ensure claims are processed efficiently and equitably. The ideal candidate will possess a strong understanding of agency claims processes and a commitment to providing excellent service.

Responsibilities

• Support clients in initiating, managing, and resolving claims, ensuring a seamless and positive experience.
• Serve as a subject matter expert on agency claims, navigating policies and coverage to effectively advocate for client needs.
• Liaise between clients, insurance carriers, adjusters, and other key stakeholders to facilitate timely and fair claim resolutions.
• Monitor claim statuses and provide regular updates to clients, addressing potential issues or delays promptly and professionally.
• Educate clients on policies, coverage options, and claim processes to empower informed decision-making.
• Collaborate with internal teams to ensure client inquiries and issues are resolved in alignment with company policies.
• Build and maintain strong client relationships, fostering trust and loyalty.
• Maintain accurate documentation of client communications, claims statuses, and related activities per compliance requirements.
• Stay updated on changes in insurance regulations, policies, and industry trends to better serve clients.

Qualifications/Requirements

• 2-4 years of experience in agency claims or a related role with a proven track record of effective claims handling.
• Strong knowledge of insurance policies, practices, and procedures, particularly related to claims advocacy and resolution.
• Exceptional interpersonal and communication skills with the ability to empathize with clients and deliver clear, concise information.
• Proven organizational and prioritization skills with the ability to manage multiple claims and tasks in a fast-paced environment.
• High attention to detail and problem-solving abilities to ensure accurate and timely claim resolutions.
• Proficiency with relevant software and technology, including claims management systems and Microsoft Office Suite.
• Insurance license (state-specific, if required) or ability to obtain one within a designated time frame.

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 Description: Senior Analyst, Account Manager

Job Summary

The Senior Analyst, Account Manager role offers an exciting opportunity for a results-driven professional. This position is ideal for individuals who are strategic thinkers with strong analytical aptitude, capable of managing client accounts, fostering relationships, and driving business growth. This opportunity is tailored for those who excel in a fast-paced environment and are committed to delivering outstanding client experiences.

Responsibilities

• Client Account Management:

  • Act as the primary point of contact for assigned client accounts, ensuring consistent delivery of solutions and exceeding expectations.
  • Build and maintain long-term client relationships, identifying opportunities for growth and enhancing account performance.

• Data Analytics & Insight Development:

  • Analyze complex data sets to provide actionable insights and tailored recommendations aligned with client goals.
  • Track key performance indicators (KPIs) and generate regular reports for clients and internal teams.

• Collaboration:

  • Partner with internal teams, including sales, marketing, and operations, to address client needs with comprehensive solutions.
  • Communicate progress, insights, and updates to cross-functional teams for alignment and clarity.

• Strategic Planning:

  • Contribute to the creation of strategic plans and client-specific initiatives.
  • Monitor market trends and advise clients on opportunities and challenges.

• Problem Solving:

  • Address escalations and resolve client challenges in a timely and professional manner.
  • Present innovative solutions to complex issues, ensuring high levels of client satisfaction.

Qualifications/Requirements

• Education & Experience:

  • Bachelor’s degree in Business Administration, Finance, Marketing, Economics, or a related field. Advanced degrees or certifications (e.g., MBA, CFA) are a plus.
  • A minimum of 5 years of relevant experience in account management, consulting, or analytical roles.

• Skills & Competencies:

  • Proven expertise in account management and cultivating client relationships.
  • Strong analytical skills with the ability to extract and apply actionable insights from data.
  • Excellent communication, presentation, and interpersonal abilities.
  • Highly organized with the capacity to manage and prioritize multiple projects effectively.

• Core Qualities:

  • Demonstrates adaptability, resilience, and a proactive mindset.
  • Strong team collaboration skills with a focus on client outcomes.

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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Experienced Sales Producers

Job Summary

Seeking highly skilled and experienced sales producers to join a growing team. With a strategic plan to double in size over the next two years, they are looking for proven professionals can deliver exceptional results in their respective fields. This is an exciting opportunity to work in a dynamic and competitive environment, with significant earning potential and career growth opportunities.

Compensation Package

• Competitive base salary ranging from $50,000 to $200,000+, depending on experience.
• Attractive commission splits, with most shops offering 40/30 and opportunities for higher splits based on performance.
• Comprehensive benefits package.
• Opportunity to work with a $5MM budget and a supportive team committed to success.

Responsibilities

• Develop and maintain a robust pipeline of clients within your designated territory.
• Build and nurture strong relationships with clients, understanding their unique needs and providing tailored solutions.
• Meet and exceed production targets, with a focus on delivering measurable results.
• Collaborate with local offices and recruiters to ensure seamless client onboarding and service delivery.
• Stay informed about industry trends and market conditions to identify new business opportunities.

Qualifications/Requirements

• Proven track record of success in sales, with a focus on commercial lines, employee benefits, or niche industries.
• Minimum of 3-5 years of experience in a producer role, with demonstrated ability to meet or exceed production targets.
• Strong knowledge of the Gulf Region territories, including Florida, Mississippi, Louisiana, Alabama, and Texas.
• Exceptional communication and negotiation skills, with the ability to build trust and rapport with clients.
• Self-motivated and results-oriented, with a strong work ethic and attention to detail.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• A proven track record of consistent job tenure in previous roles is required.
  
  
  

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Personal Lines Producer

Job Summary

Seeking a motivated and customer-focused Personal Lines Producer to join a dynamic team. The successful candidate will be responsible for building and maintaining strong relationships with clients by offering tailored insurance solutions to meet their needs. This role involves actively generating new business opportunities, providing outstanding customer service, and staying knowledgeable in personal lines insurance products.

Responsibilities

• Develop relationships with individual clients to provide personalized insurance products, including home, auto, and personal liability policies.
• Identify and assess customer needs through proactive outreach, client consultations, and policy reviews.
• Generate new business opportunities through networking, referrals, and actively prospecting potential clients.
• Recommend suitable insurance coverage options that align with the specific needs of the client.
• Maintain accurate and up-to-date records of customer interactions, policies, and sales activities within the CRM system.
• Educate clients about policy features, benefits, and coverage, ensuring they understand their options.
• Handle policy renewals, endorsements, and modifications in a timely manner.
• Stay informed on industry trends, insurance products, competitive offerings, and regulatory requirements.
• Collaborate with underwriters, the service team, and other departments to ensure seamless client experiences.
• Adhere to ethical guidelines and compliance standards in all business matters.

Qualifications/Requirements

• Possess a valid insurance producer license (property and casualty) or ability to obtain licensure within a designated timeframe.
• Proven experience in a sales or client-facing role, preferably within the insurance industry.
• Strong understanding of personal lines insurance products (e.g., homeowner, auto, renters, umbrella policies).
• Excellent interpersonal, communication, and relationship-building skills.
• Demonstrated ability to deliver exceptional customer service and address client inquiries professionally.
• Ability to manage time effectively, prioritize tasks, and meet sales goals.
• Proficient in using CRM systems, MS Office, and other relevant sales and communication tools.

Preferred Qualifications

• 2+ years of experience in personal lines insurance sales or account handling.
• Proven track record of meeting or exceeding sales targets.

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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Personal Lines Producer

Job Summary

Seeking experienced and driven Personal Lines Producers to join a dynamic and growing team. The ideal candidate will have a strong background in sales and new-business development, with 3–5 years of experience in Personal Lines insurance, either from an independent agency or a captive environment.

Compensation Package

• Base Salary: $70,000+
• Work Arrangement: Fully remote

Responsibilities

• Develop and maintain a profitable book of Personal Lines insurance business
• Identify and pursue new business opportunities to drive growth
• Build and nurture strong relationships with clients and prospects
• Manage the full sales cycle, from prospecting to closing deals
• Provide exceptional customer service and maintain a high level of client satisfaction
• Stay informed about industry trends and product offerings to better serve clients

Qualifications/Requirements

• 3–5 years of experience in Personal Lines insurance (preferred)
• Proven track record in sales and new-business development
• Experience in both captive and independent agency environments is welcome
• Strong communication and relationship-building skills
• Self-motivated and comfortable working in a remote environment
• Ability to manage time effectively and meet production goals

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Market Leader – Senior Vice President

Job Summary

Seeking a dynamic and highly driven Market/Producing Leader to lead a expansion. This is a premier "player-coach" executive role designed for an elite insurance professional who excels in personal production while simultaneously building and leading a high-performing local team. Reporting directly to the Chief Sales Officer, you will serve as the face of a organization in the market, driving aggressive revenue growth, managing local P&L, and leveraging innovative revenue architecture and producer reward programs to scale operations effectively.

Compensation Package

• Competitive base salary commensurate with experience.
• Performance-based incentives and bonuses.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Professional development opportunities and access to industry-leading resources.

Responsibilities

• Elite Business Production: Build and maintain a high-value book of commercial risk or employee benefits business. Serve as a top-tier producer, consistently driving new revenue and demonstrating best-in-class sales methodologies for the team.
• Strategic Team Leadership & Growth: Recruit, coach, and scale a local team of Account Managers and Producers. Mentor emerging sales talent through structured reward programs to help them achieve professional milestones.
• P&L Management & Financial Acumen: Oversee the financial health of the local office, managing contribution margins, optimizing expenses, and ensuring sustainable profitability.
• Executive Communication & Cross-Functional Alignment: Act as the critical bridge between the local market and centralized support services, ensuring operational alignment and swift service delivery for clients and team members.
• Market Ambassadorship: Represent the organization in the local community, cultivating relationships with key stakeholders, carrier partners, and business leaders to establish the company as the premier brokerage in the region.

Qualifications/Requirements

• Proven track record of elite personal production within the insurance brokerage industry.
• Demonstrated experience in leadership or sales management, with a history of successfully recruiting, training, and retaining top-tier producers.
• Strong financial acumen and experience managing a departmental or regional Profit & Loss statement.
• Exceptional communication and presentation skills, with the ability to negotiate complex deals and lead effectively.
• Established professional network and deep relationships within the local market.

#LI-TM1

• Previous experience working with personal lines coverages in a brokerage/agency setting is a plus.
• Experience maintaining client relationships.
• Negotiate with carrier underwriters on behalf of clients for best rates.
• Ability to handle new and renewal submissions.  
• Prior experience quoting, binding, and issuing policies. 
• Experience working with multiple carriers and rating systems. 
• Overall account management.

• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold Property & Casualty 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. 

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Technical Claim Manager - Design Professionals/Construction

Job Summary

Seeking a highly skilled and motivated Technical Claim Manager to join a professional services group. In this role, you will handle complex, multi-party professional liability claims involving architects, engineers, and surveyors. Will be responsible for managing claims across a nationwide coverage area, requiring strategic thinking, detailed investigation, and effective attorney management. This is an excellent opportunity to join a collaborative team and contribute to resolving technically challenging claims with a focus on expert analysis, creative problem-solving, and contractual risk transfer.

Compensation Package

• Base Salary Range: $115,778 - $168,746 per year + bonus opportunities
• Comprehensive Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage professional liability claims involving design professionals, including litigation and pre-litigation disputes.
• Conduct thorough investigations and issue appropriate coverage letters and documentation.
• Assess and analyze coverage issues and pursue risk transfer opportunities, including contractual indemnity and additional insured issues.
• Handle claims in accordance with best practices, ensuring timely and effective resolutions.
• Collaborate with insureds, claimants, underwriters, and upper management to achieve optimal outcomes.
• Attend mediations and settlement conferences as necessary.

Qualifications/Requirements

• Education: Bachelor’s degree in business administration, insurance, or a related field. A Juris Doctorate with relevant insurance defense litigation experience is preferred.
• Experience: Minimum of 8 years of relevant legal or insurance-related experience, with meaningful experience handling design professional claims under professional liability policies.
• Skills:
  • Strong knowledge of case law, statutes, and procedures impacting claims handling.
  • Proficiency in proactive investigation, risk transfer, claim handling, attorney management, and claims resolution.
  • Excellent written and verbal communication skills to effectively interact with various stakeholders.
• Ability to travel as needed for mediations and settlement conferences.

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Technical Claim Manager - Design Professionals/Construction

Job Summary

Seeking a highly skilled and motivated Technical Claim Manager specializing in Design Professionals/Construction to join a team. This role involves managing professional liability claims, including Errors and Omissions (E&O) and miscellaneous professional liability (MPL) litigation. The ideal candidate will possess a strong background in claims handling, coverage analysis, and litigation management.

Compensation Package

• Base Salary Range: $115,778 - $168,746 per year + bonus opportunities
• Comprehensive Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Proactively manage professional liability claims, including Errors and Omissions (E&O) and miscellaneous professional liability (MPL) litigation.
• Conduct thorough investigations, assess coverage issues, and issue appropriate coverage letters and documentation.
• Establish and maintain accurate reserves for claims.
• Pursue risk transfer opportunities, including contractual indemnity and additional insured issues.
• Ensure claims are handled in accordance with company best practices and resolved in a timely and cost-effective manner.
• Attend mediations, settlement conferences, and trials as necessary.

Qualifications/Requirements

• Education: Bachelor’s degree in business administration, insurance, or a related field. A Juris Doctor (JD) is preferred.
• Experience: Minimum of 5 years of experience in claims handling or litigation, with a focus on professional liability claims.
• Skills:
  • Strong knowledge of case law, statutes, and procedures related to professional liability claims.
  • Proficiency in proactive investigation, risk transfer, attorney management, and claims resolution.
  • Excellent written and verbal communication skills for effective interaction with insureds, claimants, underwriters, and senior management.

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