Senior Commercial Lines CSR

Job Summary

Established insurance agency is seeking a Senior Commercial Lines CSR to support the commercial department. This role partners closely with Account Executives and Producers to provide high-quality client service, assist with account retention, and support daily service operations. The position offers a collaborative team environment with exposure to a variety of commercial accounts.

Responsibilities

• Support Account Executives with day-to-day servicing of commercial accounts
• Respond to client inquiries regarding policies, coverage, and billing
• Assist with policy quoting, binding, issuing, and marketing for new and renewal business
• Identify account rounding opportunities and recommend additional coverage when appropriate
• Maintain accurate documentation within agency management software
• Provide administrative and back-office support to the commercial team
• Input and update account information within internal systems
• Collaborate with Producers and service team members to ensure client needs are met
• Participate in special projects and departmental assignments as needed

Qualifications/Requirements

• Minimum 3 years of experience working with an independent brokerage or agency
• Holds an active P&C (Property and Casualty) insurance license
• Experience working in a team-based environment
• Strong client-facing customer service skills
• Experience with data entry and online quoting platforms
• Ability to manage multiple priorities and solve problems independently
• College degree preferred, but not required

Compensation Package

• Base salary: $85,000 – $95,000 annually
• Commission opportunities
• Bonus potential
• Hybrid work 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-JL1

Commercial Lines Account Manager (CLAM)

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager (CLAM) to join a team. This role offers an exciting opportunity to work on a diverse portfolio of accounts ranging from $25,000 to $500,000 in size. Whether you are an experienced professional or someone newer to the field with a strong desire to grow, a welcome your application.

Compensation Package

• Salary Range: $45,000 - $62,000 annually (up to $70,000 for highly experienced candidates).
• Benefits:
  • Comprehensive health benefits.
  • Employee Stock Ownership Plan (ESOP) after one year (9% of compensation).
  • Wellness program for preventive care.

Responsibilities

• Manage a book of business with accounts ranging from $25,000 to $500,000.
• Handle renewal quoting and ensure timely processing of policies.
• Provide exceptional service to clients by addressing inquiries, resolving issues, and maintaining strong relationships.
• Collaborate with team members to ensure seamless operations and client satisfaction.
• Utilize AMS360 and Vertafore software to manage accounts and maintain accurate records.

Qualifications/Requirements

• Required:
  • Property & Casualty (P&C) license.
  • Minimum of 1 year of experience as a Commercial Lines Account Manager.
• Preferred:
  • 3+ years of experience in a similar role.
  • Proficiency in AMS360 and Vertafore software.
• Soft Skills:
  • Strong team player with a collaborative mindset.
  • Excellent communication and interpersonal skills.
  • Adaptability and a proactive approach to problem-solving.
  • High attention to detail and organizational skills.
  • Cultural fit is highly valued.

#LI-AK3

Commercial Lines Marketing Manager

Seeking a dedicated and skilled Commercial Lines Marketing Manager to join a team. This role offers the opportunity to work in a dynamic environment, partnering with producers and carriers to develop innovative coverage solutions for a clients.

Key Responsibilities

• Manage marketing efforts for new and renewal commercial business.
• Collaborate with producers to develop effective coverage strategies and placement options.
• Negotiate with carriers to secure competitive terms and pricing.
• Build and maintain strong relationships with insurance carriers and market representatives.
• Analyze submissions and recommend appropriate coverage solutions tailored to client needs.
• Track marketing activity and ensure timely follow-up on all submissions.
• Provide technical guidance on underwriting trends and market conditions.
• Support client retention through effective placement strategies and superior service.

Qualifications

• Active Property & Casualty License.
• A minimum of 5 years of experience in commercial lines marketing or account management.
• Strong knowledge of insurance carriers and underwriting processes.
• Proven experience working with middle-market or large commercial accounts.
• Excellent negotiation and relationship management skills.

Preferred Qualifications

• Experience in Southern or Gulf Coast insurance markets.
• Established relationships with insurance carriers.

Compensation & Benefits

• Base Salary: $90,000.
• Bonus Opportunity: Based on retention and team performance.
• Comprehensive medical, dental, and vision benefits.
• Employer-paid Group Life Insurance.
• Generous paid time off and holidays.
• Gym membership reimbursement to support your well-being.

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Group Benefits Account Manager (Remote)

Job Summary

Seeking a highly motivated and detail-oriented Group Benefits Account Manager to join a team. You will act as the primary point of contact for day-to-day service needs, including claims assistance, billing issues, and benefit inquiries. This position requires a strong understanding of the health insurance benefits industry, excellent communication skills, and the ability to thrive in a fast-paced, deadline-driven environment.

Compensation Package

• Competitive salary based on experience
• Comprehensive employee health benefits (medical, dental, vision)
• Employer-paid Group Life Insurance
• Paid time off, holidays, and bereavement leave
• Gym membership reimbursement
• Employee referral bonus program

Responsibilities

• Manage an existing block of group-level business, including small group renewals and ongoing account support.
• Assist brokers with cross-selling opportunities and complete additional responsibilities as assigned.
• Serve as the primary point of contact for clients' day-to-day service needs, including claims assistance, billing issues, benefit inquiries, and employee support.
• Communicate directly with insurance carriers, clients, and employees to resolve issues efficiently and accurately.
• Prepare and deliver client presentations, benefit education sessions, and online training via Microsoft Teams.
• Utilize Microsoft Excel, PowerPoint, Canva, and AI technology to develop reports, presentations, and client-facing materials.
• Maintain accurate records and documentation while ensuring compliance with insurance regulations.
• Take on new tasks and responsibilities as assigned, with training and support from management.

Qualifications/Requirements

Skills & Abilities:

• Strong understanding of the health insurance benefits industry with demonstrated subject matter expertise.
• Ability to thrive in a fast-paced environment while multitasking, working both independently and collaboratively, and maintaining exceptional attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Excel, PowerPoint, Canva, and AI technologies.
• Ability to type 60-80 words per minute with a high level of accuracy.
• Willingness to take on new responsibilities and adapt to evolving business needs.

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Personal Lines Insurance Specialist

Job Summary

Seeking a dedicated and experienced Personal Lines Insurance Specialist to join a team. In this role, you will be responsible for servicing and maintaining existing homeowners and auto insurance policies, assisting clients with policy changes, and providing exceptional customer service to ensure client satisfaction and retention. You will also have the opportunity to identify cross-selling opportunities and contribute to the growth of a agency.

Compensation Package

• Base Salary: $55,000
• Retention Commission: $2,000 – $10,000+
• New Business Commission: $4,000 – $10,000+
• Benefits Include:
  • Medical, dental, and vision coverage
  • Employer-paid group life insurance
  • Paid time off and holidays
  • Gym membership reimbursement
  • Employee referral bonus program

Responsibilities

• Service and maintain existing homeowners and auto insurance policies.
• Assist clients with policy changes, renewals, billing inquiries, and coverage questions.
• Provide outstanding customer service to support client retention.
• Identify opportunities to cross-sell and sell new home and auto policies.
• Work directly with carriers to ensure efficient policy servicing and issue resolution.
• Build and maintain strong client relationships through consistent communication.
• Support retention efforts and contribute to overall agency growth.

Qualifications/Requirements

Required:

• Active New Jersey Property & Casualty License.
• Minimum of 1 year of personal lines insurance experience.
• Experience servicing home and auto policies.
• Bilingual in English and Spanish (required).
• Strong customer service and relationship-building skills.
• Ability to multitask and work in a fast-paced environment.
• Strong attention to detail and organizational skills.

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Contract Surety Bonds Underwriting Manager – New England

Job Summary

Seeking an experienced and dynamic Contract Surety Bonds Underwriting Manager to lead underwriting operations. This role involves managing portfolio profitability, driving branch growth, and providing leadership and development to a team of underwriters.

Compensation Package

• Base Salary: $160,000 - $225,000
• Bonus Opportunity: Competitive performance-based incentives
• Benefits Include:
  • Comprehensive medical, dental, and vision coverage
  • Career development and advancement opportunities
  • Additional employee benefits (details provided during the interview process)

Responsibilities

• Analyze financial statements, bank agreements, credit reports, and other underwriting information to assess risk.
• Oversee branch profitability, retention, growth, and underwriting results.
• Evaluate and approve surety credit decisions, including terms and conditions.
• Provide guidance and review underwriting decisions made by team members.
• Develop and maintain strategic relationships with agents, contractors, and other stakeholders.
• Lead, coach, and develop underwriting staff to achieve individual and team goals.
• Deliver exceptional customer service while maintaining underwriting discipline.
• Make timely underwriting decisions with a high degree of integrity and accountability.
• Travel throughout the New England territory to build and maintain relationships.

Qualifications/Requirements

• Education: Bachelor’s Degree or equivalent experience (Finance, Accounting, or related discipline preferred).
• Experience:
  • Minimum of 7 years in surety underwriting or a related field.
  • Prior leadership, mentoring, or management experience preferred.
• Skills:
  • Strong financial analysis and credit assessment capabilities.
  • Experience reviewing contractor financials and evaluating contract surety risks.
  • Excellent communication, relationship-building, and organizational skills.
• Certifications: Professional designations such as AFSB, CPA, and/or RPLU are preferred.

#LI-JJ1

Commercial Insurance Producer

Job Summary:

Seeking a motivated Commercial Insurance Producer to help drive new business, develop strong client relationships, and provide tailored commercial insurance solutions.

Key Responsibilities:

• Prospect and generate new business through networking, referrals, cold calling, and industry outreach
• Build and maintain strong, long-term client relationships
• Understand clients’ business needs to recommend appropriate insurance solutions
• Prepare and present insurance proposals, quotes, and renewal strategies
• Collaborate with account managers and the marketing team for smooth client onboarding and service
• Stay informed on market trends, underwriting guidelines, and carrier appetites
• Represent the agency at networking events and community functions
• Meet or exceed sales production and client retention goals

Qualifications:

• 1-3+ years of experience in commercial P&C insurance sales
• Active Florida 2-20 Property & Casualty license required
• Strong knowledge of commercial lines coverages (GL, WC, Property, Auto, Umbrella, etc.)
• Proven track record of new business development and client acquisition
• Excellent communication, negotiation, and presentation skills
• Self-starter with a goal-driven mindset and high level of professionalism
• Familiarity with agency management systems and rating platforms preferred

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-DT1

Account Representative – Commercial Insurance (Middle Market & Large Accounts)

Position Summary

Our client is seeking an experienced Commercial Insurance Account Representative to support a portfolio of middle market and large commercial accounts, with a primary focus on the real estate, healthcare, and construction industries. This role is responsible for delivering exceptional client service, managing renewals, coordinating policy changes, and supporting producers in the day-to-day management of complex commercial accounts.

A strong background in commercial insurance marketing is required, as this individual will be responsible for marketing new and renewal business to carriers, negotiating with underwriters, and securing competitive coverage solutions for clients.

Key Responsibilities

• Manage a book of middle market and large commercial insurance accounts from renewal through policy servicing.
• Serve as the primary point of contact for clients, providing responsive service and building long-term relationships.
• Coordinate renewals, policy changes, endorsements, certificates of insurance, audits, and other account servicing activities.
• Prepare, review, and present renewal proposals and coverage recommendations.
• Market new and renewal business to insurance carriers and negotiate competitive pricing, terms, and coverage enhancements.
• Develop and maintain strong relationships with carrier partners and underwriters.
• Prepare comprehensive marketing submissions, including underwriting narratives, exposure information, and supporting documentation.
• Collaborate closely with producers to develop account strategies and identify opportunities to strengthen client insurance programs.
• Analyze carrier quotations and provide coverage comparisons and recommendations.
• Stay current on carrier appetites, underwriting guidelines, market conditions, and emerging commercial insurance products.
• Maintain accurate client records and documentation within the agency management system.
• Ensure all client service and marketing activities are completed accurately and within established timelines.

Qualifications

• Minimum of 5 years of experience as a Commercial Insurance Account Representative, Account Manager, or similar client-facing role.
• Required: Proven commercial insurance marketing experience, including marketing new and renewal business directly to insurance carriers.
• Demonstrated experience handling Real Estate healthcare, or  Construction accounts within the Middle Market and Large Account segment.
• Experience working directly with underwriters to negotiate pricing, coverage, and program structure.
• Strong knowledge of commercial property, general liability, umbrella, workers' compensation, professional liability, and other commercial insurance products.
• Excellent customer service, communication, and relationship management skills.
• Strong analytical, organizational, and problem-solving abilities.
• Ability to manage multiple priorities in a fast-paced environment while maintaining exceptional attention to detail.
• Proficiency with Applied Epic
• Active Property & Casualty License required or preferred, depending on state requirements.

Preferred Qualifications

• Experience working with national and regional insurance carriers.
• Knowledge of complex commercial placements and alternative risk solutions.
• Professional designations such as CISR, CIC, CRM, or CPCU are a plus.

What Success Looks Like

The successful candidate will provide outstanding service to commercial clients while effectively managing complex insurance programs. They will leverage their commercial marketing expertise to obtain competitive coverage solutions, build strong relationships with carriers and underwriters, support producers in growing the book of business, and contribute to the continued success of our client's commercial insurance practice.

Private Equity Consultant

Position Summary

Seeking an experienced Senior Placement Broker with a strong background in Private Equity and complex commercial insurance placements. This role requires a highly strategic and client-facing professional who thrives in a fast-paced environment and has extensive experience handling middle-market to large-market accounts across multiple industries.

The ideal candidate will possess deep expertise in Private Equity due diligence, carrier negotiations, and placement strategy across all Property & Casualty lines. This individual will work closely with internal producers, PE firms, portfolio companies, and carrier partners to structure comprehensive insurance solutions for sophisticated clients.

Qualifications

• Experience with portfolio company integration and acquisition-related insurance reviews.
• Existing carrier and wholesale market relationships.
• Professional designations such as CPCU, ARM, CIC, or RPLU.
• Background working with national or large regional brokerage firms.

Compensation & Benefits

• Competitive base salary plus bonus opportunities.
• Comprehensive health, dental, and vision benefits.
• 401(k) with company match.
• Generous paid time off and holidays.

#LI-BJ1

Overview

Our client is seeking a motivated and customer-focused Personal Insurance Account Manager to join their dynamic team. This is a hybrid role that allows for a combination of remote and in-office work, providing a flexible work environment.

Responsibilities

• Manage client accounts and provide exceptional customer service for personal insurance lines
• Communicate with clients to understand their insurance needs and provide tailored solutions
• Review policy coverage and advise clients on potential gaps or additional coverage options
• Process policy changes, endorsements, and renewals in a timely and accurate manner
• Collaborate with underwriters and carriers to negotiate terms and secure the best coverage for clients
• Develop and maintain strong client relationships to ensure client retention and satisfaction
• Stay updated on industry trends, regulations, and changes in the insurance market
• Handle client inquiries and claims, providing support and guidance throughout the process

Qualifications

• At least 3 years of proven experience as an Account Manager in a retail insurance agency
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships
• Proficient in insurance software and Microsoft Office suite
• Knowledge of insurance regulations and compliance requirements
• Strong organizational skills and attention to detail
• Ability to work independently and as part of a team
• Holds an active P&C (Property and Casualty) insurance license

Day-to-day

• Engage with clients through various communication channels to handle inquiries and provide support
• Review and analyze client policies to identify opportunities for additional coverage or potential risks
• Coordinate with carriers and underwriters to negotiate terms and secure the best coverage for clients
• Process policy changes, endorsements, and renewals with a high level of accuracy and efficiency
• Stay updated on industry trends, regulations, and changes in the insurance market to provide informed advice to clients

Compensation

• Compensation: Between $60,000 – $85,000+ (based on experience).
• 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-JL1