Hybrid Sales/Service Agent

Job Summary

A dynamic Hybrid Sales/Service Agent is sought to join a team. This role blends sales and client service, designed for individuals eager to make a positive impact while driving business success. The position involves managing client accounts, promoting and selling insurance products, and delivering exceptional service to build long-term client relationships. A passion for helping others, strong relationship-building skills, and a results-oriented mindset are essential.

Responsibilities

• Sales Functions: Engage with prospective and existing clients to assess insurance needs, recommend tailored solutions, and close sales on various insurance products.
• Account Management: Act as the primary contact for assigned client accounts, ensuring clear communication and client satisfaction.
• Client Support: Provide assistance with policy inquiries, claims process management, and resolve service-related issues promptly and professionally.
• Policy Renewals: Track and manage client policy renewals, ensuring awareness of updates or additional options.
• Cross-Selling: Identify and recommend additional relevant insurance products for clients.
• Compliance: Maintain compliance with company policies, industry regulations, and stay informed on insurance products and updates.
• Team Collaboration: Collaborate with teammates, underwriters, and management to deliver optimized client outcomes and meet objectives.
• Continuous Improvement: Keep abreast of industry trends and participate in training to enhance knowledge and skills.

Qualifications/Requirements

Education & Experience:

• High school diploma or equivalent required; Bachelor's degree in Business Administration, Marketing, or related field is advantageous.
• Demonstrated experience as an Account Manager, Insurance Producer, or related role in sales or customer service.

Licensing:

• An active insurance producer’s license is required or willingness to obtain.

Skills & Competencies:

• Exceptional communication and interpersonal abilities for building client relationships.
• Strong problem-solving and decision-making skills, with a customer-focused mindset.
• Proven ability to meet or exceed sales targets.
• Proficiency in CRM and insurance management software.
• Highly organized with meticulous attention to detail.

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-DH1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This is an exciting opportunity for a motivated professional to manage a generalist book of business, including construction and habitational accounts, and provide full-service support to clients throughout their lifecycle. If you are passionate about delivering exceptional service, have a strong background in commercial lines, and are looking for growth opportunities, we encourage you to apply.

Compensation Package

• Salary Range: $75,000 - $85,000 annually (commensurate with experience and book size)
• 401(k): 4% company match
• Benefits: Comprehensive benefits package
• Work Environment: Fully in-office position at Tempe, AZ location

Responsibilities

• Manage a generalist book of business, including small to mid-sized accounts with premiums of $50,000 or more.
• Collaborate with producers to provide full-service account management, including quoting new and renewal business.
• Handle all aspects of the client lifecycle, including cross-selling and maintaining strong client relationships.
• Utilize EPIC software to manage accounts efficiently and accurately.
• Ensure timely and effective communication with clients and internal teams.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required; additional designations are a plus but not mandatory.
• Experience: Minimum of 2 years of account management experience in commercial lines; 3-5 years preferred.
• Technical Skills: Proficiency in EPIC software is highly desirable.
• Soft Skills:
  • Positive attitude and strong work ethic
  • Drive to learn, grow, and contribute to the team
  • Ability to work independently
  • Strong organizational and communication skills
  • Customer-focused mindset

#LI-TS1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. The ideal candidate will bring a strong background in property and casualty insurance, with a proven ability to manage accounts from start to finish. This role involves working with a diverse portfolio of accounts, primarily in the small market segment, with some middle-market exposure. If you are a detail-oriented professional with a passion for delivering exceptional client service, we encourage you to apply.

Compensation Package

• Salary Range: $60,000 - $90,000 annually, commensurate with experience.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Travel: Occasional travel for company events or client meetings.

Responsibilities

• Manage a portfolio of commercial lines accounts, primarily small market with some middle-market accounts.
• Handle all aspects of account management, including quoting new and renewal business, policy changes, and client communication.
• Work with a variety of insurance lines, including property, workers' compensation, cyber, EPLI, and package policies.
• Provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring client satisfaction.
• Collaborate with internal teams to ensure seamless service delivery.
• Utilize Applied EPIC software for account management and documentation.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 3 years of account management experience in commercial lines insurance. Preference for candidates with 5-10 years of experience.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Industry Knowledge: Strong understanding of generalist accounts, including all lines, coverages, and industries. Experience with property insurance and small market accounts is a plus.
• Soft Skills: High energy, excellent communication skills, and a client-focused mindset.
• Work Ethic: Demonstrated stability and commitment to long-term career growth.

#LI-EL1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a growing team. This role is integral to the operations, as you will be responsible for managing all aspects of commercial insurance accounts, from quoting and servicing to client communication. If you are a licensed Property & Casualty professional with a passion for delivering exceptional service and thrive in a fast-paced environment, we encourage you to apply.

Compensation Package

• Salary Range: $50,000 - $70,000 annually (commensurate with experience)
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage all aspects of commercial insurance accounts, including quoting, certificates, and renewals.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Communicate effectively with underwriters and other stakeholders to ensure seamless account management.
• Handle all servicing needs for clients, including policy changes, endorsements, and claims assistance.
• Maintain accurate records and documentation using AMS360 software.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience:
  • Minimum of 2-3 years of commercial insurance experience preferred.
  • Experience managing small business accounts (e.g., contractors, restaurants, hotels, lessor’s risk, surplus lines).
• Skills:
  • Strong organizational and multitasking abilities.
  • Excellent communication and interpersonal skills.
  • Proficiency in AMS360 software is highly desirable.
• Location: Candidates must reside within a 30-40 minute commute of the office.
• Personality: Seeking a sharp, personable, and proactive individual who thrives in a collaborative environment.

#LI-KD1

Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and professional Personal Lines Customer Service Representative (CSR) to join a team. This role is integral to providing exceptional service to clients, ensuring their insurance needs are met with efficiency and care. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and the ability to take initiative in a fast-paced environment.

Compensation Package

• Hourly Rate: $28–$30 per hour (negotiable based on experience)
• Benefits: Comprehensive health insurance, paid time off (PTO), and employee benefits

Responsibilities

• Provide exceptional customer service to clients by addressing inquiries, resolving issues, and ensuring satisfaction with personal lines insurance products.
• Manage and maintain client accounts, including policy renewals, endorsements, and changes.
• Communicate effectively with underwriters and other stakeholders to ensure timely and accurate processing of policies.
• Take initiative to proactively identify client needs and offer appropriate solutions.
• Utilize the Epic software system to manage client information and documentation.
• Collaborate with team members to ensure seamless operations and client satisfaction.

Qualifications/Requirements

• Experience: 2–5 years of experience in personal lines insurance is preferred.
• Licensure: Holds an active P&C (Property and Casualty) insurance license.
• Technical Skills: Proficiency in Epic software is highly desirable.
• Soft Skills: Strong communication skills, proactive problem-solving abilities, and a customer-focused mindset.
• Work Ethic: Must be self-motivated, detail-oriented, and capable of taking initiative, including making calls to underwriting when necessary.

#LI-RC1

Client Manager (Account Manager)

Job Summary

Seeking a dedicated and experienced Client Manager to join a dynamic and team-oriented organization. This role is pivotal in managing client relationships, overseeing accounts, and ensuring the delivery of exceptional service. The ideal candidate will have a strong background in employee benefits, a passion for client success, and the ability to thrive in a collaborative and fast-paced environment. This position offers a clear career progression path, with opportunities to advance to a Senior Client Manager role.

Compensation Package

• Salary Range: $60,000 - $95,000 annually (up to $110,000 for highly qualified candidates)
• Benefits: Comprehensive benefits package, including a 401(k) plan
• Work Arrangement: Hybrid schedule
• Equipment Provided: Company laptop
• Additional Perks: Quarterly team meetings, fostering a culture of connection and growth

Responsibilities

• Manage a portfolio of approximately 20 clients, generating an estimated $1.4 million in annual revenue
• Collaborate with the Senior Client Manager to support client accounts, including Key and National clients
• Handle end-to-end client management, including presenting to clients and leadership, overseeing open enrollment, and marketing to carriers
• Work closely with an Associate Client Manager to manage administrative and documentation processes
• Participate in client meetings, internal team collaborations, and training sessions
• Utilize Epic and Excel software for account management and reporting
• Ensure client satisfaction by delivering high-quality service and solutions

Qualifications/Requirements

• Education & Licenses: Life & Health (L&H) license required
• Experience: 5-10 years of relevant experience preferred
• Technical Skills: Proficiency in Epic and Excel is required
• Soft Skills: Strong communication, organizational, and problem-solving skills; ability to work collaboratively in a team-oriented environment; proactive and self-motivated; client-focused mindset; adaptability and flexibility

#LI-AK2

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)
• Incentives:
  • 50% commission on new business
  • 10% commission on renewals
  • 50% commission on account rounding for house accounts in the first year
• 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

Commercial Lines Sales Producer

Job Summary

Seeking a motivated and experienced Commercial Lines Sales Producer to join a well-established and family-oriented insurance agency. As part of a close-knit team, you will play a pivotal role in driving new business growth by prospecting, closing deals, and building strong client relationships. This is an excellent opportunity for a results-driven professional with a passion for sales and a proven track record in the insurance industry.

Compensation Package

• Salary Range: $60,000 - $110,000 annually (commensurate with experience and performance)
• Additional Benefits: While no formal benefits package is offered, a stipend may be provided depending on the agreed-upon salary.

Responsibilities

• Proactively identify and pursue new business opportunities in commercial lines insurance.
• Conduct prospecting activities, including cold calling, networking, and on-site client meetings.
• Build and maintain strong relationships with clients to understand their insurance needs and provide tailored solutions.
• Collaborate with account managers to ensure seamless service delivery.
• Utilize EZLynx software to manage client accounts and streamline processes.
• Focus on personal lines, including auto, home, umbrella, and fire insurance, with a concentration on small to mid-market accounts.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license is required.
• Experience: 2-5 years of in-depth experience in personal lines insurance, with a strong understanding of EZLynx software.
• Proven track record of success in sales, including the ability to build and manage a book of business.
• Strong communication and interpersonal skills to effectively engage with clients and team members.
• Self-motivated, goal-oriented, and capable of working independently with minimal supervision.
• Flexibility to work hours that accommodate working parents and other personal needs.

#LI-DH1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a full-service independent insurance agency specializing in professional liability and medical malpractice coverage. This role is responsible for managing a diverse portfolio of commercial lines accounts, with a strong emphasis on professional liability for clients such as physician offices and legal professionals. The position requires a service-focused professional who thrives in a dynamic environment and is committed to delivering exceptional client support.

Compensation Package

• Salary Range: $50,000 - $65,000 per year, with bonus potential.
• Benefits: Comprehensive benefits package, including health insurance.
• Work Arrangement: Hybrid model – 2 days in-office, 3 days remote (more in-office presence required during initial training).

Responsibilities

• Manage a portfolio of commercial lines accounts, with a focus on professional liability and medical malpractice insurance.
• Handle all aspects of account servicing, including issuing ID cards, processing endorsements, certificates, and binders.
• Provide exceptional customer service to clients, ensuring their insurance needs are met efficiently and effectively.
• Quote new and renewal business, ensuring competitive and accurate pricing.
• Collaborate with team members to ensure seamless service delivery.
• Utilize agency management software (Epic preferred) to maintain accurate client records and documentation.

Qualifications/Requirements

• Minimum of 4 years of experience in servicing commercial lines accounts.
• Active Property & Casualty (P&C) license preferred.
• Experience with professional liability and medical malpractice insurance is highly desirable.
• Proficiency in using agency management software; experience with Epic is a plus.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work both independently and collaboratively in a team environment.
• Must be comfortable with a hybrid work schedule and willing to be in-office more frequently during the training period.

#LI-KD1