Commercial Lines Account Manager – Remote

Summary:
An established insurance agency is seeking an experienced Commercial Lines Account Manager to join its team. This position focuses on servicing large and complex commercial accounts while delivering exceptional client support and maintaining strong carrier and partner relationships.

Responsibilities:

• Manage and service a designated book of commercial business in accordance with agency standards.
• Advise clients on coverage options, exposures, and risk management solutions.
• Coordinate renewals, policy changes, endorsements, and invoicing.
• Review policies and coverages for accuracy and appropriate rating.
• Prepare proposals, summaries, certificates, and related documentation.
• Market and quote new and renewal business, ensuring competitive placement.
• Collaborate strategically with producers and leadership to retain and grow accounts.
• Maintain accurate records within the agency management system.
• Build and sustain strong relationships with carriers, partners, and vendors.
• Assist with special projects or initiatives as directed by management.

Qualifications:

• Minimum 4 years of experience managing large commercial accounts in an agency or brokerage setting.
• Strong understanding of the Florida commercial insurance market.

• Holds an active 2-20 license.

• Proficiency with Applied Epic or similar agency management software preferred.
• Excellent organizational, communication, and multitasking skills.

Compensation:

• $70,000–$80,000 annually, plus comprehensive benefits and remote flexibility.

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-DR1
#LI-KL1
#INDTJG-ST

Commercial Producer

Job Summary

Seeking a highly motivated and customer-focused Commercial Producer to join a growing team. This role entails building and maintaining strong relationships with clients while developing tailored insurance solutions to meet their commercial needs. Ideal candidates will possess a strong understanding of insurance products, excellent communication skills, and a drive to achieve sales goals within a collaborative environment.

Responsibilities

• Build and maintain strong relationships with new and existing commercial clients to ensure long-term partnerships and customer satisfaction.
• Identify, assess, and recommend suitable insurance products and solutions to meet the unique needs of each client.
• Develop and execute a sales strategy to achieve individual and team production goals while adhering to company values and policies.
• Provide professional and advisory consultations to clients to help them understand policies, coverage options, and pricing structures.
• Prepare and present detailed insurance proposals, contracts, and renewals with a focus on accuracy and compliance.
• Collaborate with internal teams, including underwriters and service staff, to ensure seamless policy issuance and client servicing.
• Monitor industry trends and adjust client offerings to remain competitive and relevant.
• Stay informed about regulatory requirements and updates in the insurance sector, ensuring all practices meet ethical and legal standards.
• Represent the company positively in community events, networking groups, and professional associations to build brand recognition and generate leads.
• Continuously strive for personal and professional development through ongoing training programs, certifications, and learning opportunities.

Qualifications/Requirements

• Proven experience as an Insurance Producer, specifically in commercial lines, or a similar role within the insurance industry.
• Holds an active P&C (Property and Casualty) insurance license.
• Thorough understanding of commercial insurance products, coverages, and risk management solutions.
• Exceptional communication, presentation, and negotiation skills.
• Strong commitment to customer satisfaction and problem-solving while prioritizing the client’s needs.
• Track record of meeting or exceeding sales targets and goals in a dynamic environment.
• High level of integrity, professionalism, and dedication in all client interactions.
• Proficient in utilizing CRM tools, Microsoft Office Suite, and relevant insurance software.
• Ability to work independently while also contributing to a collaborative, team-based environment.
• Bachelor’s degree in Business, Finance, Insurance, or a related field preferred, but not required. Relevant work experience will also be considered.

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-SL1

Commercial Producer

Job Summary

Seeking a highly motivated and customer-focused Commercial Producer to join a growing team. This role entails building and maintaining strong relationships with clients while developing tailored insurance solutions to meet their commercial needs. Ideal candidates will possess a strong understanding of insurance products, excellent communication skills, and a drive to achieve sales goals within a collaborative environment.

Responsibilities

• Build and maintain strong relationships with new and existing commercial clients to ensure long-term partnerships and customer satisfaction.
• Identify, assess, and recommend suitable insurance products and solutions to meet the unique needs of each client.
• Develop and execute a sales strategy to achieve individual and team production goals while adhering to company values and policies.
• Provide professional and advisory consultations to clients to help them understand policies, coverage options, and pricing structures.
• Prepare and present detailed insurance proposals, contracts, and renewals with a focus on accuracy and compliance.
• Collaborate with internal teams, including underwriters and service staff, to ensure seamless policy issuance and client servicing.
• Monitor industry trends and adjust client offerings to remain competitive and relevant.
• Stay informed about regulatory requirements and updates in the insurance sector, ensuring all practices meet ethical and legal standards.
• Represent the company positively in community events, networking groups, and professional associations to build brand recognition and generate leads.
• Continuously strive for personal and professional development through ongoing training programs, certifications, and learning opportunities.

Qualifications/Requirements

• Proven experience as an Insurance Producer, specifically in commercial lines, or a similar role within the insurance industry.
• Holds an active P&C (Property and Casualty) insurance license.
• Thorough understanding of commercial insurance products, coverages, and risk management solutions.
• Exceptional communication, presentation, and negotiation skills.
• Strong commitment to customer satisfaction and problem-solving while prioritizing the client’s needs.
• Track record of meeting or exceeding sales targets and goals in a dynamic environment.
• High level of integrity, professionalism, and dedication in all client interactions.
• Proficient in utilizing CRM tools, Microsoft Office Suite, and relevant insurance software.
• Ability to work independently while also contributing to a collaborative, team-based environment.
• Bachelor’s degree in Business, Finance, Insurance, or a related field preferred, but not required. Relevant work experience will also be considered.

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-SL1

Overview

Our client, a well-established and growing Third-Party Administrator (TPA), is seeking an experienced Workers’ Compensation Claims Supervisor to join their team. This is a fully remote opportunity for candidates residing in California. The ideal candidate will bring strong California Workers’ Compensation claims expertise, prior leadership experience, and an active SIP certification.

This individual will be responsible for supervising a team of Claims Adjusters, ensuring quality claim handling, maintaining compliance with California regulations, and driving operational excellence across the claims department.

Compensation Package

• $125,000 - $135,000/year (based on experience)
• 100% remote work environment
• Comprehensive benefits package
• Supportive and collaborative team culture
• Long-term stability with a reputable TPA
  
  

Qualifications

• Active SIP certification required
• 5+ years of California Workers’ Compensation claims handling experience
• Prior supervisory or leadership experience within Workers’ Compensation claims required
• Strong knowledge of California Workers’ Compensation laws, regulations, and litigation management
• Experience working within a TPA environment preferred
• Excellent communication, leadership, and organizational skills
• Ability to effectively manage a remote team environment
• Proficiency with claims management systems and Microsoft Office Suite

Key Responsibilities

• Supervise and mentor a team of California Workers’ Compensation Claims Adjusters
• Monitor claim activity to ensure timely and accurate handling in accordance with California Workers’ Compensation laws and company best practices
• Conduct file reviews, audits, and provide technical guidance on complex claims
• Assist with training, coaching, and performance management of claims staff
• Ensure adherence to client service standards, internal metrics, and regulatory compliance
• Partner with management to improve workflows, claim outcomes, and operational efficiencies
• Support escalated claim issues and provide resolution strategies
• Maintain strong relationships with clients, vendors, and internal stakeholders

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-MW1

#INDTJG-CTT

Job Title: Personal and/or Commercial Insurance Account Manager

Job Summary

Seeking a dedicated and experienced Commercial and/or Personal Insurance Account Manager to manage relationships with clients. The role involves addressing personal insurance needs with exceptional service and tailored solutions. This position focuses on building trust, delivering high-quality service, and providing personalized insurance recommendations aligned with clients' unique needs.

Responsibilities

• Act as the primary contact for Personal & Commercial Lines clients, offering expert guidance on insurance products.
• Manage client accounts, ensuring timely policy renewals, endorsements, and updates.
• Develop customized insurance solutions to meet individual client needs, identifying opportunities to enhance coverage.
• Build and maintain strong relationships with clients, delivering exceptional service.
• Respond to inquiries about insurance coverage, claims, billing, and policy changes promptly and accurately.
• Collaborate with internal teams such as underwriters, sales, and claims departments to ensure seamless service delivery.
• Maintain accurate documentation of client interactions and account activities in compliance with company standards.
• Stay informed about industry trends, products, and regulatory requirements to provide clients with relevant advice.
• Identify and proactively resolve client issues that may impact satisfaction.

Qualifications/Requirements

• Experience as an Account Manager or similar role in the insurance industry, particularly in personal & commercial lines insurance.
• Comprehensive knowledge of personal insurance products, coverage options, and relevant regulations.
• Strong interpersonal and communication skills with the ability to build trust and engage with clients at all levels.
• Highly organized and detail-oriented, with the ability to manage multiple client accounts and priorities.
• Experience with client relationship management (CRM) software and other relevant tools.
• Problem-solving and critical-thinking skills to assess client needs and recommend suitable solutions.
• A strong focus on providing excellent customer service.
• Possession of insurance-related professional designations (e.g., CPCU, CISR) is a plus.
• High school diploma or equivalent required; Bachelor's degree in Business, Insurance, or a related field preferred.
• Licensure in personal insurance (state-specific requirements may apply) or willingness to obtain licensure promptly following hire.

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-BJ1

Personal Insurance Inside Sales Representative

Established agency seeking a detail-oriented person who, along with an understanding of personal insurance, demonstrates clear ability to recognize customer needs and provide guidance in choosing appropriate coverage. 

The ideal candidate will have the following qualifications:

• Experience working with home, auto, and umbrella coverage, high net worth helpful but not necessary.
• Comfortable calling warm leads and advising customers on coverage options.
• Consultative sales.
• Prior experience in a client facing role, building and maintaining relationships.
• Must possess excellent communication skills, including telephone etiquette. 
• Experience processing applications, quoting, and preparing certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues.
• Ability to work with multiple carriers.
• Carry an active P&C license.

#LI-BJ1

Employee Benefits Executive Team Lead

Job Summary

Seeking a highly skilled and experienced Employee Benefits Executive Team Lead to join a team. This is a hybrid role requiring three days in-office per week. The ideal candidate will possess a strong background in employee benefits, leadership, and client management. This position combines individual contributions with people leadership responsibilities, including managing a team, overseeing a book of business, handling escalations, and addressing complex client accounts. If you are a dynamic professional with a passion for delivering exceptional client service and leading high-performing teams, we encourage you to apply.

Compensation Package

• Total Compensation: $140,000 - $200,000 annually (includes base salary and variable compensation tied to the book of business).
• Comprehensive benefits package, including:
  • Health, dental, and vision insurance.
  • Generous paid time off (PTO).

Responsibilities

• Lead and manage a team of 3-4 professionals, providing guidance, mentorship, and performance management.
• Oversee and manage a substantial book of business, ensuring client satisfaction and retention.
• Serve as the primary point of contact for escalations and complex client inquiries.
• Maintain a client-facing role, building and nurturing strong relationships with clients.
• Provide strategic advice and solutions for clients with self-funded plans and groups of 500+ lives.
• Collaborate with internal teams to ensure seamless service delivery and operational efficiency.
• Support the transition to the Epic platform later this year, ensuring a smooth and effective implementation.

Qualifications/Requirements

• Licensure: Active Life and Health (L&H) license is required.
• Experience: Minimum of 8 years of experience in employee benefits, with a focus on self-funded plans and managing groups of 500+ lives.
• Proven experience in people management, including leading and developing teams.
• Strong client-facing skills with the ability to handle escalations and complex accounts effectively.
• Familiarity with BenefitPoint and/or Epic platforms is a plus.
• Exceptional communication, problem-solving, and organizational skills.
• Ability to thrive in a fast-paced, dynamic environment while maintaining a high level of professionalism.

#LI-EL1

Employee Benefits Account Executive

Job Summary

Seeking a highly skilled and experienced Employee Benefits Account Executive to join a growing team. This role is ideal for a professional with a strong background in self-funding and large group benefits, who thrives in a collaborative and dynamic environment. As part of a team, you will work with a diverse portfolio of clients across industries such as hospitality, real estate, non-profit, construction, and property. This is an exciting opportunity to contribute to a rapidly growing organization that values work-life balance, camaraderie, and professional development.

Compensation Package

• Salary Range: $120,000 - $150,000 annually, commensurate with experience.
• Work Schedule: Hybrid model with 3 days per week in-office.
• Additional Perks: Catered lunches, team-building activities, and opportunities for career advancement in a family-oriented environment.

Responsibilities

• Manage and service a portfolio of large group accounts, ranging from 100 to several thousand lives.
• Provide expert guidance on self-funded benefits plans, ensuring clients receive tailored solutions that meet their needs.
• Collaborate with internal teams to quote new and renewal business.
• Maintain strong relationships with clients across multiple industries, acting as a trusted advisor.
• Utilize EPIC software to manage client accounts and ensure seamless operations.
• Stay updated on industry trends and regulatory changes to provide proactive advice to clients.

Qualifications/Requirements

• Licenses/Certifications: Life & Health (L&H) license is required.
• Experience:
  • Extensive knowledge and hands-on experience with self-funded benefits plans is mandatory.
  • Proven track record of managing large group accounts (100+ lives).
  • Exposure to multiple industries, including hospitality, real estate, non-profit, construction, and property.
• Technical Skills: Proficiency in EPIC software is preferred.
• Soft Skills: Strong communication, problem-solving, and relationship-building skills. Ability to work collaboratively in a team-oriented environment.
• Work Environment: Must be able to work in-office 3 days per week.

#LI-AP1

Commercial Producer

Job Summary

Seeking a highly motivated and customer-focused Commercial Producer to join a growing team. This role entails building and maintaining strong relationships with clients while developing tailored insurance solutions to meet their commercial needs. Ideal candidates will possess a strong understanding of insurance products, excellent communication skills, and a drive to achieve sales goals within a collaborative environment.

Responsibilities

• Build and maintain strong relationships with new and existing commercial clients to ensure long-term partnerships and customer satisfaction.
• Identify, assess, and recommend suitable insurance products and solutions to meet the unique needs of each client.
• Develop and execute a sales strategy to achieve individual and team production goals while adhering to company values and policies.
• Provide professional and advisory consultations to clients to help them understand policies, coverage options, and pricing structures.
• Prepare and present detailed insurance proposals, contracts, and renewals with a focus on accuracy and compliance.
• Collaborate with internal teams, including underwriters and service staff, to ensure seamless policy issuance and client servicing.
• Monitor industry trends and adjust client offerings to remain competitive and relevant.
• Stay informed about regulatory requirements and updates in the insurance sector, ensuring all practices meet ethical and legal standards.
• Represent the company positively in community events, networking groups, and professional associations to build brand recognition and generate leads.
• Continuously strive for personal and professional development through ongoing training programs, certifications, and learning opportunities.

Qualifications/Requirements

• Proven experience as an Insurance Producer, specifically in commercial lines, or a similar role within the insurance industry.
• Holds an active P&C (Property and Casualty) insurance license.
• Thorough understanding of commercial insurance products, coverages, and risk management solutions.
• Exceptional communication, presentation, and negotiation skills.
• Strong commitment to customer satisfaction and problem-solving while prioritizing the client’s needs.
• Track record of meeting or exceeding sales targets and goals in a dynamic environment.
• High level of integrity, professionalism, and dedication in all client interactions.
• Proficient in utilizing CRM tools, Microsoft Office Suite, and relevant insurance software.
• Ability to work independently while also contributing to a collaborative, team-based environment.
• Bachelor’s degree in Business, Finance, Insurance, or a related field preferred, but not required. Relevant work experience will also be considered.

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-SL1