Employee Benefits Client Relationship Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Relationship Manager to join a team. The ideal candidate will be responsible for retaining and growing business by managing client and prospective client relationships. This role requires collaboration with team members to deliver exceptional customer service, achieve client satisfaction, and identify new business opportunities. If you are a results-driven professional with a passion for building strong relationships and delivering innovative solutions, encourage you to apply.

Compensation Package

• A comprehensive benefits plan, including health, accident, and life insurance.
• Opportunities for professional development and continuing education.
• A supportive and collaborative work environment.
• Competitive salary commensurate with experience.

Responsibilities

• Manage, retain, and grow an existing book of business through networking, referrals, and cross-selling.
• Establish and maintain strong relationships with clients, prospective clients, carrier partners, and internal team members.
• Plan and oversee the renewal process for health and life coverages, recommending appropriate insurance solutions and cost-reduction strategies.
• Ensure compliance with renewal, sales, and insurance operations requirements, documenting all activities in the agency management system.
• Conduct strategic planning sessions with clients to meet annual service goals and objectives.
• Educate clients on benefits legislation, regulatory requirements, compliance, and new product information.
• Develop and oversee customer service plans to ensure exceptional client satisfaction.
• Resolve client issues and address escalated employee enrollment and claims concerns.
• Prepare and deliver stewardship reports, proposals, and presentations aligned with client needs.
• Support the sales team with new business strategies, prospect meetings, and client implementation.
• Promote teamwork and knowledge sharing within the department and organization.
• Participate in training initiatives and remain current on industry trends, legislation, and product developments.
• Adhere to agency guidelines, policies, and procedures.

Qualifications/Requirements

Required:

• Valid Health, Accident, and Life Insurance Producer license in good standing.
• Proficient knowledge of insurance coverages, contracts, and state regulations.
• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Publisher).
• A minimum of 7 years of progressive experience in account management or sales.

#LI-JL1

Commercial Lines Account Manager (CLAM)

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager (CLAM) to join a dynamic and team-oriented organization. This role offers the opportunity to work with a diverse portfolio of accounts, primarily in the construction and healthcare sectors. The ideal candidate will have a proven track record in managing small to mid-market accounts, with a focus on renewals, marketing, and new business development.

Compensation Package

• Salary Range: $65,000 - $80,000 annually
• Benefits: Comprehensive benefits package,
• Equipment: Provided for remote employees

Responsibilities

• Manage a book of business generating $1.2M in revenue, with account premiums ranging from $25K to $250K.
• Handle renewals, marketing, and new business development for small to mid-market accounts.
• Quote new and renewal business as required.
• Collaborate with assistants and account managers to ensure seamless service delivery.
• Maintain organized and efficient workflows to meet client needs and deadlines.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 5+ years in a similar role, preferably with experience in construction or healthcare accounts.
• Software Proficiency: Familiarity with AMS360 is highly preferred.
• Soft Skills:
  • Self-starter with a "go-getter" attitude.
  • Strong team player with excellent collaboration skills.
  • Highly organized and detail-oriented.
• Preferred Background: Candidates with tenure in similar roles and experience from reputable firms (e.g., Hub) are highly desirable.

#LI-SS1

Commercial Lines Marketing Specialist

Job Summary

Seeking a highly motivated and detail-oriented Commercial Lines Marketing Specialist to join a dynamic and fast-growing team. As one of the leading agencies in Southeast Wisconsin, we pride ourselves on a innovative approach, strong client relationships, and commitment to excellence. The ideal candidate will play a pivotal role in supporting a producers by going to market and ensuring the success of a commercial lines department.

Compensation Package

• Salary Range: $55,000 - $70,000 annually, plus performance-based bonuses.
• Benefits: Comprehensive benefits package, including health, dental, and vision insurance.
• Work Environment: Onsite in a collaborative and modern office space.

Responsibilities

• Collaborate with producers to develop and execute marketing strategies for commercial lines accounts.
• Act as a liaison between producers and carriers to secure competitive quotes and coverage options.
• Analyze market trends and identify opportunities to enhance client offerings.
• Maintain strong relationships with carriers and underwriters to ensure optimal service and support.
• Assist in the preparation of proposals and presentations for prospective and existing clients.
• Support the brokering department in managing a diverse portfolio of accounts.
• Ensure compliance with industry regulations and company standards.

Qualifications/Requirements

• Licensure: Active insurance license is required.
• Experience: Minimum of 3 years of experience in commercial lines marketing or a related field.
• Knowledge: Familiarity with a variety of account types and a generalist approach to commercial lines.
• Skills:
  • Strong analytical and problem-solving abilities.
  • Excellent communication and interpersonal skills.
  • Proficiency in relevant software and tools.
• Cultural Fit: A team player with a growth mindset who thrives in a younger, dynamic agency environment.

#LI-RC1

Commercial Insurance Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Insurance Account Manager to join a team. This role is pivotal in providing exceptional client service and advisory support to a portfolio of commercial insurance clients. The successful candidate will act as a trusted advisor, ensuring the accurate and timely management of client accounts while fostering long-term relationships.

Compensation Package

• Salary Range: $65,000 - $95,000 (with potential to stretch to $100,000 - $105,000 for highly qualified candidates)
• Bonus Opportunity: Based on company and individual performance
• Benefits Include:
  • Profit Sharing Plan
  • Flexible Work Schedules (Hybrid after 90 days)
  • Comprehensive Insurance Options: Medical, Dental, Vision, Life, Disability, and more

Responsibilities

• Manage a portfolio of commercial insurance accounts, including policy renewals, coverage changes, and client onboarding.
• Process renewals by gathering updated client data, obtaining insurer quotations, analyzing coverage changes, and preparing proposals.
• Prepare detailed marketing submissions and collaborate with the Marketing Department for remarketing efforts.
• Proactively identify opportunities to educate clients, recommend enhanced coverage, and minimize client risk.
• Respond to client inquiries regarding coverage, billing, and policy changes in a professional and timely manner.
• Maintain compliance with agency processes, including documentation and records retention guidelines.
• Build and sustain long-term client relationships to support retention goals.
• Participate in client visits, educational programs, and company meetings as required.
• Adhere to agency E&O guidelines and perform other duties as assigned by management.

Qualifications/Requirements

Required:

• Valid NJ Property and Casualty Insurance Licenses.
• Minimum of 3 years of commercial lines account management experience.
• Strong written, verbal, and interpersonal communication skills.
• Exceptional organizational skills with attention to detail.
• Analytical and critical thinking abilities.
• Excellent customer service mindset and ability to multitask.
• Proficiency in Microsoft Office and familiarity with insurance company rating systems.

#LI-CS1

Employee Benefits Junior Account Manager

Job Summary

Seeking a dedicated and detail-oriented Employee Benefits Junior Account Manager to join a team. In this role, you will manage and service a designated small-group book of business, ensuring exceptional client satisfaction and retention. You will serve as the primary point of contact for clients, providing proactive, value-added services such as renewals, enrollments, compliance support, and ongoing benefits administration. 

Compensation Package

• Salary Range: $50,000 - $68,000 annually
• Benefits Include:
  • Profit Sharing Plan
  • Flexible Work Schedules (Hybrid after 90 days)
  • Comprehensive Insurance Options: Medical, Dental, Vision, Long-Term Disability, Short-Term Disability, Life, Accident, Critical Illness, Accidental Death & Dismemberment, and Identity Theft

Responsibilities

Small Group Account Management

• Serve as the primary service contact for assigned small employer benefits clients, addressing inquiries and resolving issues promptly.
• Manage annual renewals, including data collection, quoting, plan comparisons, and proposal preparation.
• Coordinate open enrollment activities, including employee communications and enrollment support.
• Process new business submissions, additions, terminations, and life event changes.
• Resolve carrier, billing, claims, and eligibility issues in a timely and professional manner.
• Deliver value-added services such as compliance guidance, HR tools, employee education, market trends, plan performance, and wellness initiatives.
• Educate clients on benefit plan options and enrollment processes through workshops, webinars, and consultations.
• Promote agency service tools and technology platforms to enhance client engagement.

Qualifications/Requirements

Required:

• 1+ years of experience in employee benefits or insurance.
• Strong understanding of group health insurance and ancillary benefits.
• Active New Jersey Life Insurance and Health Insurance Licenses.
• Excellent customer service and communication skills.
• Strong organizational and time management abilities.
• Ability to manage multiple accounts and deadlines.
• Proficiency with Microsoft Office and agency management software.

#LI-CS1

Senior Account Manager / Team Lead – Commercial Lines

Job Summary

Seeking a highly skilled and experienced Senior Account Manager / Team Lead – Commercial Lines to join a team. This role is pivotal in providing exceptional client service and advisory support for a portfolio of commercial accounts while leading a team of Commercial Account Managers. The ideal candidate will have a proven track record in commercial account management and team leadership, with a strong focus on building and maintaining client relationships. This position offers an exciting opportunity to grow into a Department Manager role.

Compensation Package

• Salary Range: $100,000 - $140,000 annually
• Bonus Opportunity: Based on company and individual performance
• Benefits Include:
  • Profit Sharing Plan
  • Flexible Work Schedules (Hybrid work option available after 90 days)
  • Comprehensive Insurance Options: Medical, Dental, Vision, Long-Term Disability, Short-Term Disability, Life, Accident, Critical Illness, Accidental Death & Dismemberment, and Identity Theft Protection

Responsibilities

• Lead and inspire a team of Commercial Account Managers by setting clear priorities, establishing structured work plans, and providing hands-on leadership and support.
• Provide training, mentorship, and professional development opportunities for team members.
• Manage and service larger ($150K+ premium) and/or complex commercial client accounts.
• Build and maintain strong internal and external relationships.
• Oversee new client onboarding and account renewals, advocating for client interests.
• Identify and address client operational or exposure-based risks, providing appropriate recommendations.
• Resolve coverage questions or deficiencies and address service issues with professionalism and empathy.
• Collaborate with agency management to drive growth, including account rounding and program development.
• Serve as a technical advisor and liaison between insurers and clients.
• Enhance personal and team knowledge through formal and informal educational programs and professional designations.
• Contribute to the improvement of agency processes, workflows, and documentation.
• Attend client visits with producers as needed.
• Adhere to agency processes, procedures, and E&O guidelines.
• Actively participate in department and company meetings.
• Perform additional duties or projects as assigned by management.

Qualifications/Requirements

Required:

• Valid NJ Property and Casualty Insurance Licenses.
• Minimum of 5 years of commercial account management experience within an agency or risk management department.
• At least 2 years of experience leading a team.
• Excellent written, verbal, and interpersonal communication skills.
• Strong organizational skills with attention to detail.
• Analytical and critical thinking abilities.
• Exceptional customer service mindset and skills.
• Ability to multitask and work efficiently under pressure.
• Team-oriented with a positive attitude.
• Familiarity with insurance company rating systems.
• Proficiency in Microsoft Office.
• Experience with agency management software.

#LI-CS1

Risk Management Associate - Commercial Insurance Sales

Job Summary

Seeking a motivated and results-driven Risk Management Associate to join a Commercial Insurance Sales team. In this role, be responsible for acquiring and retaining commercial property and casualty clients with an average annual premium of $25,000 and above. You will proactively engage with prospects and clients to build strong relationships, promote agency growth, and consistently achieve or exceed annual sales goals. This position requires a commitment to delivering best-in-class service and maintaining the highest professional standards.

Compensation Package

• Salary Range: $50,000 - $125,000 annually (based on experience)
• Commission: Uncapped earning potential
• Benefits Include:
  • Profit Sharing Plan
  • Comprehensive Insurance Options: Medical, Dental, Vision, Long-Term Disability, Short-Term Disability, Life, Accident, Critical Illness, Accidental Death & Dismemberment, and Identity Theft

Responsibilities

• Proactively generate new business sales by contacting prospects and following the agency sales process.
• Maintain an active sales pipeline with measurable progress and accurate tracking in the agency management system.
• Schedule and conduct consultative sales presentations with prospects.
• Gather relevant business and underwriting information to provide tailored proposals.
• Offer informed advice and recommendations to ensure appropriate coverage solutions.
• Build and maintain a strong referral network through relationships with centers of influence, networking groups, and clients.
• Cross-sell additional products and services to clients and prospects.
• Foster positive client relationships through consistent execution of the agency’s client relationship program.
• Support retention and growth of the existing book of business by adhering to established renewal processes.
• Stay informed about industry changes, emerging risks, and coverage solutions to effectively advise clients and mitigate E&O exposure.
• Accurately document client and prospect interactions in the agency management system.
• Continuously enhance sales skills through training and development.
• Develop expertise in target industry niches by participating in relevant associations and networking groups.
• Actively participate in sales, department, and company meetings to share knowledge and strategies.
• Meet and exceed annual performance and sales goals.
• Represent the company professionally and ethically at all times.
• Perform other duties and special projects as assigned by management.

Qualifications/Requirements

Required:

• Minimum of 2 years of successful business-to-business consultative sales experience.
• Strong negotiation skills and attention to detail.
• Valid driver’s license with a satisfactory driving record.
• Excellent written and verbal communication skills.
• Highly motivated, organized, and energetic team player.
• Experience with CRM and sales management systems.
• Proficiency in Microsoft Office Suite.

#LI-CS1

Account Executive (Commercial Insurance)

Job Summary

Seeking a highly motivated and experienced Account Executive to join a dynamic and growth-oriented team. This role offers a unique opportunity to work with a collaborative team in a remote-friendly environment while focusing on larger commercial accounts in industries such as Construction, Real Estate, and Oil & Gas. The ideal candidate will have a strong background in commercial insurance, a passion for building long-term relationships, and a strategic mindset to help scale and improve operational efficiencies within the organization. This position also offers leadership opportunities, including mentoring and training future team members.

Compensation Package

• Base Salary: Competitive, starting at $100,000+ (commensurate with experience)
• Bonus Structure: Performance-based bonus opportunities
• Work Environment: Remote flexibility with monthly team meetings
• Professional Growth: Leadership and operational responsibilities with opportunities to hire, train, and mentor future team members

Responsibilities

• Lead new business marketing efforts, with a focus on larger commercial accounts ($75k+ revenue).
• Build and maintain strong, long-term relationships with carriers.
• Review and improve operational efficiencies to support organizational growth.
• Oversee agency accounting and track new business activity.
• Assist in hiring, interviewing, and training future Customer Service Representatives (CSRs) and Account Managers.
• Provide leadership and foster team development.
• Collaborate with the team to develop and implement systems and processes to scale the organization.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) License preferred.
• Experience: Minimum of 5+ years in commercial insurance, with a focus on Construction, Real Estate, and/or Oil & Gas industries preferred.
• Technical Skills: Proficiency in AMS360 software and experience with clean submissions.
• Operational Expertise: Exposure to agency accounting and a strong focus on process improvement.
• Soft Skills:
  • Leadership ability and a willingness to train and mentor others.
  • Strong relationship-building and communication skills.
  • Patience and a collaborative mindset.
  • Operational and systems-oriented thinking.

#LI-AK2

Commercial Lines Account Manager

Job Summary

Seeking a motivated and detail-oriented Commercial Lines Account Manager to manage and develop relationships with a diverse portfolio of commercial clients, ensuring their insurance and risk management needs are met with professionalism and care. This role involves working closely with sales, underwriting, and claims departments to deliver superior customer experiences. It presents an excellent opportunity for an individual passionate about client success, teamwork, and continuous learning.

Responsibilities

• Client Relationship Management: Serve as the primary point of contact for assigned clients, ensuring their needs are met with timely and accurate solutions.
• Policy Management: Handle the day-to-day servicing of commercial clients, including policy renewals, endorsements, certificates of insurance, and audits.
• New Business Development: Assist in the preparation and presentation of proposals for prospective clients, including analysis of coverage options.
• Risk Assessment: Work with clients to evaluate their risk exposures and recommend appropriate coverage options.
• Collaboration: Partner with internal departments, such as underwriting and claims, to advocate for the client and resolve issues.
• Compliance: Ensure all insurance policies and activities are compliant with company policies, government regulations, and industry standards.
• Data Management: Maintain accurate and up-to-date client information in the company’s CRM and other systems.
• Training & Development: Stay up-to-date with emerging trends, products, and regulations in the commercial insurance industry.

Qualifications/Requirements

• Experience: Minimum 3 years of experience as an Account Manager in commercial lines insurance or a related field.
• Education: A high school diploma or equivalent is required; a bachelor’s degree in business, finance, or a related field is preferred.
• Licensing: Holds an active P&C (Property and Casualty) insurance license.
• Technical Skills: Proficiency in insurance industry software, Microsoft Office Suite (Excel, Word, Outlook), and CRM tools.
• Communication Skills: Strong written and verbal communication skills with the ability to effectively explain insurance concepts and products to clients.
• Organizational Skills: Exceptional attention to detail and the ability to prioritize and manage multiple tasks effectively.
• Problem-Solving: Strong analytical and critical-thinking skills to identify and resolve client issues.
• Customer-Centric Attitude: A commitment to providing excellent customer service with a focus on building lasting relationships.
• Team Player: Ability to work collaboratively in a workplace environment.

What Is Offered

• Competitive salary with performance-based incentives.
• 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.

#LI-PM1

Personal Insurance Account Manager 

Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross-selling opportunities and provide exceptional customer service for personal lines customers.

Qualifications:

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

Requirements: 

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

#LI-IP1