Insurance Certificate and Claims Coordinator

Job Summary

Seeking a dedicated and detail-oriented Insurance Certificate and Claims Coordinator to join a team. This role is critical to ensuring the seamless handling of insurance claims and certificates, requiring a professional with a strong background in property and casualty (P&C) insurance. The ideal candidate will have a proven ability to manage claims processes, interpret policies, and maintain high standards of accuracy and efficiency.

This position is a unique opportunity to step into a well-established role and make an immediate impact. If you are a motivated individual with a passion for insurance and a commitment to excellence, encourage you to apply.

Compensation Package

• Salary Range: $65,000 annually
• Benefits: Basic benefits
• Remote Work: Not available; this is an on-site position
• Travel: No travel required

Responsibilities

• Manage and process insurance claims with precision and efficiency.
• Review and interpret property and casualty (P&C) insurance policies to ensure compliance and accuracy.
• Handle insurance certificates and related documentation.
• Collaborate with internal and external stakeholders to resolve claims-related issues.
• Maintain accurate records and ensure all documentation is up to date.
• Utilize AMS360 software to manage claims and policy information.

Qualifications/Requirements

• Experience: 3-5 years of experience in claims adjusting or a role requiring in-depth policy analysis.
• Licensure/Designations: Property and Casualty (P&C) license required.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Education: Relevant educational background or equivalent professional experience.
• Attributes: Strong attention to detail, excellent organizational skills, and the ability to work independently.

#LI-MS3

Commercial Lines Producer

Job Summary

Seeking a highly motivated and experienced Commercial Lines Producer to join a growing team. This role is pivotal in driving new business growth while maintaining and expanding an existing book of business. The ideal candidate will have a proven track record in building a book of business, strong expertise in commercial insurance, and the ability to foster long-term client relationships. This is a hybrid position, offering a mix of in-office, field, and work-from-home flexibility.

Compensation Package

• Base Salary: Competitive and commensurate with experience.
• Commission Structure: 40% on new business, 25% on renewals.
• Benefits: Comprehensive package including:
  • Medical, Dental, and Vision Insurance.
  • Paid Time Off (PTO) and paid holidays.
  • Company-paid life insurance for you and your dependents.
  • Employee Assistance Programs.
  • Additional medical paid time off and more.

Responsibilities

• Drive new business growth while maintaining and expanding your book of business.
• Proactively build and manage a pipeline of prospects to achieve sales and retention goals.
• Develop and present customized insurance solutions tailored to client needs.
• Gather and analyze detailed risk and underwriting information to craft compelling value propositions.
• Utilize advanced online systems to create professional insurance proposals.
• Follow structured renewal workflows to ensure strong client retention and long-term partnerships.
• Identify opportunities to refer clients and prospects to other divisions to meet broader needs.
• Partner with internal teams, delegating client service tasks effectively for seamless support.
• Foster strong, professional relationships with colleagues, contributing to a collaborative and positive work environment.

Qualifications/Requirements

• Licenses/Certifications: Active 2-20 license required.
• Experience:
  • 8-10 years of experience in commercial insurance.
  • Proven ability to build a book of business up to $500k in revenue or experience in leadership roles.
  • Expertise in handling accounts such as Condo, Property, and Restaurant/Hospitality (excluding Construction/Transportation).
• Technical Skills: Proficiency in Salesforce and AMS360 software.

#LI-ZS1

Employee Benefits Producer

Job Summary

Seeking a dynamic and results-driven Employee Benefits Producer to join a growing team. This role is pivotal in expanding the presence in the benefits space within the Piedmont market. As a producer, you will play a key role in building a referral network, developing centers of influence, and driving new business opportunities. This position offers the flexibility to work remotely, in-office, or in a hybrid capacity, depending on the candidate's preferences and qualifications.

If you are a motivated professional with a proven track record in benefits sales and a passion for making a difference in a small-to-mid-sized agency environment, encourage you to apply.

Compensation Package

• Base Salary: $50,000 - $100,000 (commensurate with experience)
• Commission Structure: 40/30 commission split, with commissions paid immediately
• Validation Period: Receding base over 3 years
• Additional Perks: Opportunities for trips, incentives, and career growth within a rapidly expanding organization

Responsibilities

• Act as a hunter-producer, identifying and securing new business opportunities in the employee benefits space.
• Build and maintain a robust referral network and centers of influence to drive business growth.
• Collaborate with account managers and servicing teams across markets to ensure seamless client support.
• Develop and execute strategies to tap into untapped potential within the benefits space, particularly with existing commercial lines customers.
• Maintain a strong understanding of small-to-mid-sized group accounts and provide tailored solutions to meet client needs.

Qualifications/Requirements

• Licenses: Life & Health (L&H) license required; additional designations are a plus.
• Experience:
  • Minimum of 2+ years of benefits sales experience on the agency side.
  • Preferred 5+ years of agency benefits production experience with a proven track record of success.
• Technical Skills: Proficiency in Applied EPIC software.
• Soft Skills:
  • Strong interpersonal and communication skills.
  • Self-motivated and goal-oriented.
  • Ability to build and nurture professional relationships.
  • Strategic thinker with a proactive approach to problem-solving.
  • Adaptability to work in a flexible and dynamic environment.

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Personal Lines Producer

Job Summary

Seeking a highly motivated and experienced Personal Lines Producer to join a growing team. With over 100 years of history, family-run agency prides itself on delivering exceptional service and comprehensive insurance solutions to the clients. This role offers a unique opportunity to work in a supportive and flexible environment while contributing to the growth of the personal lines business.

Compensation Package

• Compensation Structure: Draw commission structure (flexible based on candidate experience).
• Benefits: Comprehensive benefits package
• Work Environment: Flexible work arrangements, with in-office training and the potential for hybrid or remote work once established.

Responsibilities

• Client Acquisition: Prospect and secure new clients through networking, referrals, and other sales strategies.
• Client Meetings: Conduct meetings to assess client needs and provide tailored insurance solutions.
• Proposals: Prepare and present insurance proposals to prospective clients.
• Account Management: Work on standard and high-net-worth personal lines accounts, ensuring client satisfaction and retention.
• Collaboration: Partner with internal teams to ensure seamless service delivery and account management.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) License is required.
• Experience:
  • Minimum of 2+ years of personal lines sales experience (agency or captive).
  • Preferred: 5+ years of personal lines sales experience in an agency setting.
• Technical Skills: Proficiency in EPIC software is preferred.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Self-motivated and goal-oriented.
  • Excellent organizational and time-management abilities.
  • Ability to build and maintain strong client relationships.
  • Professional demeanor and polished presentation skills.
• Flexibility: Willingness to work in-office during the training period, with potential for hybrid or remote work based on performance.

#LI-EM1

Commercial and Personal Lines CSR

Job Summary

Seeking a dedicated and detail-oriented Commercial and Personal Lines Customer Service Representative (CSR) to join a growing team. This role offers an exciting opportunity to work with a large, well-established brokerage firm, with ample room for professional growth. The ideal candidate will have experience in insurance, a strong customer service mindset, and the ability to manage accounts from start to finish.

This position is on-site and available in multiple locations, including Green Bay, Oshkosh, Fond du Lac, Eden, Hudson, Eau Claire, Tomah, Chippewa Falls, La Crosse, Stevens Point, Wausau, Slinger, Kewaskum, and Rochester, MN.

Compensation Package

• Salary Range: $40,000 - $54,000 annually ($20 - $26/hour), overtime eligible
• Benefits: Comprehensive benefits package offered
• Work Environment: On-site, no travel required

Responsibilities

• Provide A-Z servicing for commercial and personal lines accounts, supporting account managers in daily operations
• Handle small to mid-market accounts, acting as a generalist across various industries
• Assist with quoting new and renewal business for both commercial and personal lines
• Maintain strong relationships with clients, ensuring their needs are met with professionalism and efficiency
• Utilize Epic software to manage accounts and ensure accurate documentation
• Collaborate with team members to deliver exceptional service and meet organizational goals

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license preferred; open to candidates with relevant experience willing to obtain licensure
• Experience: Minimum of 1 year in the insurance industry, with a focus on customer service or account management
• Skills: Strong organizational skills, attention to detail, and the ability to manage multiple tasks effectively
• Software Proficiency: Experience with Epic software is a plus
• Work Ethic: Demonstrated good tenure in previous roles and a commitment to professional growth

#LI-RT1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a growing team. This role offers an exciting opportunity to work with a large, well-established brokerage firm that values professional growth and development. As a Personal Lines Account Manager, you will be responsible for providing comprehensive A-Z servicing for standard personal lines accounts, ensuring client satisfaction and retention.

Compensation Package

• Salary Range: $45,000 - $55,000 annually
• Benefits: Comprehensive benefits package offered
• Work Environment: In-office at any Spectrum location
• Travel Required: No

Responsibilities

• Manage and service a portfolio of standard personal lines accounts from start to finish (A-Z servicing).
• Handle both new and renewal business quotes, ensuring accuracy and timeliness.
• Build and maintain strong relationships with clients, providing exceptional customer service.
• Utilize Epic software to manage accounts and streamline processes.
• Collaborate with internal teams to ensure seamless account management and client satisfaction.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 3 years of experience in personal lines insurance.
• Technical Skills: Proficiency in Epic software is preferred.
• Strong organizational and communication skills, with the ability to manage multiple accounts effectively.
• A proactive and client-focused mindset, with a commitment to delivering high-quality service.

#LI-RT1

Small Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Small Commercial Lines Account Manager to join a dynamic team. This role involves managing a diverse portfolio of commercial lines accounts, ranging from $5,000 to $50,000 in premium. The ideal candidate will have a strong background in Property & Casualty insurance, excellent client service skills, and the ability to work independently. This position offers a hybrid work schedule, with the opportunity to work remotely on Fridays after the initial training period.

Compensation Package

• Salary Range: $60,000 - $75,000 annually, based on experience and qualifications.
• Benefits:
  • Comprehensive health benefits.
  • Paid Time Off (PTO).

Responsibilities

• Manage renewals and provide daily client service for a variety of commercial lines accounts.
• Independently handle a book of business, ensuring timely and accurate account management.
• Perform online rating and understand direct billing processes with various carriers.
• Utilize Applied EPIC software to manage accounts and maintain accurate records.
• Collaborate with team members to ensure high-quality service delivery.

Qualifications/Requirements

• Licenses/Designations: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 3 years of experience in commercial lines insurance.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Work Schedule:
  • Onsite Monday through Thursday, with remote work on Fridays after the initial training period.
  • Training period requires onsite presence Monday through Friday for up to 90 days, depending on the candidate's learning curve.
• Strong knowledge of online rating systems and direct billing processes with various carriers.

#LI-EL1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. In this role, you will be responsible for managing and retaining an assigned book of personal lines business while delivering exceptional client service. You will leverage your insurance expertise to handle new business and renewals, identify cross-selling and upselling opportunities, and support agency producers in growing existing accounts and developing new business. This is an excellent opportunity for a motivated professional to contribute to the success of a dynamic and client-focused organization.

Compensation Package

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holidays.
• Professional development opportunities, including educational seminars and training.

Responsibilities

• Manage an assigned book of personal lines accounts and maintain strong client relationships.
• Handle day-to-day client requests, incoming calls, correspondence, and company inquiries.
• Process account transactions, including applications, quotations, ID cards, endorsements, binders, claims, renewals, and follow-ups.
• Oversee the renewal process and ensure strong client retention through proactive communication and quality service.
• Conduct annual coverage reviews and recommend additional coverage options or increased limits when appropriate.
• Identify cross-selling and upselling opportunities, including companion policies for existing mono-line accounts.
• Generate new personal lines business within established agency underwriting guidelines.
• Review new business, renewals, and endorsements to ensure policies are issued accurately and as requested.
• Assist producers with account growth and support the agency's overall sales objectives.
• Maintain accurate and updated client files within the agency management system.
• Communicate with insureds and carriers regarding claims and ensure claim files remain current.
• Monitor collections and maintain knowledge of carrier underwriting requirements and policy provisions.
• Participate in educational seminars and training to continuously improve insurance and sales knowledge.
• Assist with special projects and other duties as assigned by management.

Qualifications/Requirements

• Minimum of 3 years of personal lines property and casualty insurance experience.
• Strong knowledge of personal lines coverages, underwriting, and rating.
• Active Property & Casualty license, or ability to obtain within the first 90 days of employment.
• Strong verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Strong technical and client relationship management skills.
• Experience with an agency management system preferred.
• College degree preferred.

#LI-PM1

Commercial Lines Sales Manager / Producer / Account Manager

Job Summary

Seeking experienced and driven professionals to join a growing team in the commercial insurance sector. This is an exciting opportunity to play a pivotal role in building and managing a commercial lines department. Hiring for multiple positions, including Commercial Lines Sales Manager, Commercial Producer, and Commercial Lines Account Manager. The ideal candidates will have a strong background in commercial insurance sales and account management, with a proven ability to drive growth and deliver exceptional service.

The Commercial Lines Sales Manager will oversee the department, lead sales efforts, and manage a team of producers and account managers. Producers and Account Managers will focus on developing and servicing a book of business, targeting commercial property, real estate, investment properties, habitational risks, and HOAs.

This is a hybrid role with local travel required for client meetings and trade shows. Training will be conducted onsite.

Compensation Package

• Sales Manager Base Salary: $85,000 - $90,000 annually
• Additional Compensation: Commission and new business revenue on team members
• Producers and Account Managers: Competitive compensation structure based on experience and performance
• Benefits:
  • Paid Time Off (PTO)
  • Comprehensive benefits package

Responsibilities

Commercial Lines Sales Manager:

• Build and manage the commercial lines department.
• Develop and execute sales strategies to grow the book of business.
• Hire, train, and mentor producers and account managers.
• Collaborate with ownership to identify and target key market segments.
• Oversee the placement of commercial insurance policies, including general liability, property, workers' compensation, and auto.
• Attend trade shows and engage in local travel to build relationships and generate leads.

Commercial Producers:

• Develop and maintain a book of business with a focus on commercial property, real estate, investment properties, and HOAs.
• Identify and pursue new business opportunities.
• Build strong relationships with clients and provide tailored insurance solutions.
• Collaborate with the service department to ensure seamless policy management.

Commercial Lines Account Managers:

• Manage and service a portfolio of commercial insurance accounts.
• Handle certificates, endorsements, and renewals.
• Provide exceptional customer service to clients.
• Support producers in placing and maintaining policies.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license in Texas is required.
• Experience:
  • Sales Manager: Minimum 5+ years in commercial lines sales and management.
  • Producers: Minimum 3+ years in commercial lines sales.
  • Account Managers: Minimum 2+ years in commercial account management.
• Technical Skills: Proficiency in Applied Epic and Salesforce is preferred.
• Travel: Ability to travel locally for client meetings and trade shows (approximately once per quarter).
• Other: Strong communication, leadership, and organizational skills.

#LI-EL1

Cargo Claims Assistant

Job Summary

Seeking a detail-oriented and organized Cargo Claims Assistant to join a team. This role involves assisting with the intake, documentation, and processing of cargo claims, as well as providing administrative support for shippers' all-risk insurance and HR-related tasks. The ideal candidate will have a background in claims administration, logistics, or transportation and possess strong communication and organizational skills. This is a remote position, with a preference for candidates located near Philadelphia, though applicants from other regions (excluding the West Coast) are welcome to apply.

Compensation Package

• Salary: $75,000 - $90,000 per year
• Bonus: Annual discretionary bonus
• Benefits: Comprehensive company benefits vested after 3 months

Responsibilities

• Provide administrative support for shippers' all-risk insurance, shipment monitoring, and HR-related tasks.
• Flexibly adapt to various responsibilities as needed.
• Schedule inspections with insurance companies.
• Assist with the intake, documentation, and processing of cargo claims involving damaged, lost, or missing shipments.
• Review claim submissions for completeness, including bills of lading, invoices, delivery receipts, photographs, and supporting documentation.
• Maintain accurate claim files, tracking logs, and electronic records throughout the claims process.
• Communicate with customers, carriers, freight forwarders, warehouses, and insurance representatives regarding claim status and outstanding documentation.

Qualifications/Requirements

• 1–3 years of experience in claims administration, cargo claims, transportation, logistics, insurance, or a related field preferred.
• Familiarity with freight documentation, including bills of lading, proof of delivery, commercial invoices, and shipping records.
• Basic understanding of cargo loss, freight damage, and transportation liability concepts.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple claims and competing priorities in a deadline-driven environment.
• Proficiency in Microsoft Office, particularly Excel and Outlook.
• Experience with transportation management systems (TMS), claims management platforms, or logistics software is a plus.

Interview Process

• One video interview with the hiring manager.

#LI-MW1