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-RP1
#INDTJG-MWT

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-RP1
#INDTJG-MWT

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-RP1
#INDTJG-MWT

Job Title: Commercial Insurance Account Manager (Trucking/Transportation)

Job Summary

Seeking a detail-oriented and client-focused Commercial Insurance Account Manager specializing in Trucking and Transportation. This role is critical in maintaining and growing relationships with valued clients, ensuring their insurance needs are fully met with customized solutions tailored to the unique requirements of their trucking operations. The ideal candidate will have a deep understanding of the trucking and transportation industry, exceptional interpersonal skills, and the ability to manage complex insurance portfolios while delivering outstanding customer service.

Responsibilities

• Serve as the primary contact for assigned clients in the trucking and transportation industry, maintaining strong, long-term relationships and ensuring high client satisfaction.
• Manage insurance accounts by providing expert advice, addressing inquiries, processing renewals, and ensuring coverage aligns with client needs.
• Evaluate client operations to assess risks and recommend coverage options tailored to the trucking/transportation business.
• Collaborate with underwriters, carriers, and brokers to obtain quotes, negotiate terms, and bind coverage efficiently.
• Conduct regular policy reviews with clients to ensure coverage remains comprehensive and relevant as their business needs evolve.
• Handle Certificates of Insurance (COI) requests, endorsements, and claims inquiries in a prompt and professional manner.
• Keep current on industry regulations, trends, and policy changes specific to the trucking and transportation sector to provide up-to-date guidance to clients.
• Utilize internal systems effectively to document activities, maintain accurate records, and ensure client data confidentiality.
• Support new client acquisition efforts, including participating in presentations and providing onboarding assistance.

Qualifications/Requirements

Education and Experience

• Bachelor’s degree in Business Administration, Finance, Insurance, or a related field, or equivalent work experience.
• Minimum 3–5 years of experience in commercial insurance account management, preferably in the trucking/transportation industry.

Skills and Competencies

• Strong knowledge of commercial insurance products, including liability, cargo, worker's compensation, and physical damage coverage.
• Excellent communication and interpersonal skills for building trust and rapport with diverse clients and team members.
• Exceptional organizational and time-management skills with the ability to prioritize multiple tasks and meet deadlines.
• Analytical mindset with the ability to evaluate risks, interpret policy language, and recommend appropriate solutions.
• Strong computer skills, including proficiency in Microsoft Office Suite and familiarity with insurance management software.
• Proven ability to work collaboratively in a team-oriented, customer-focused environment.

Certifications and Licensing

• Active state Property & Casualty (P&C) insurance license is required.
• Professional designations such as CIC, CISR, or CRM are highly desirable but not mandatory.

Additional Requirements

• Familiarity with the unique regulatory and compliance aspects of the trucking/transportation industry is strongly 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-PM1

Sr. Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a growing team. This role is integral to operations, focusing on renewals and retention of the commercial lines accounts. The ideal candidate will have a strong background in small business insurance, excellent customer service skills, and the ability to work in a fast-paced environment.

Compensation Package

• Salary Range: $90,000 - $110,000 (commensurate with experience)
• Benefits: Comprehensive benefits package, including a 401(k) plan
• Profit Sharing Plan: Available
• Professional Growth: Personalized growth plans to support career development

Responsibilities

• Manage a book of business with a focus on mid market business accounts
• Handle renewals and retention of accounts, ensuring client satisfaction and long-term relationships
• Quote new and renewal business as required
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly
• Collaborate with producers and other account managers to support the commercial lines team
• Maintain accurate and up-to-date records in the agency management system (HawkSoft)

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required
• Experience: 5-10+ years of experience in commercial lines account management, preferably with mid-sized business accounts
• Technical Skills: Proficiency in HawkSoft or similar agency management software preferred
• Soft Skills: Strong communication, organizational, and problem-solving skills; ability to work independently and as part of a team; customer-focused mindset; adaptability and a proactive approach to challenges

#LI-AH2

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

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

#LI-BJ1

Position Overview

We are seeking an experienced Commercial Trucking / Property Damage Claims Examiner to investigate, evaluate, negotiate, and resolve commercial auto and trucking property damage claims. The ideal candidate will have a strong understanding of commercial transportation claims, vehicle damage assessments, liability investigations, and the end-to-end claims handling process.

This individual will manage a caseload of claims while ensuring timely, accurate, and cost-effective resolutions in accordance with company guidelines, applicable regulations, and industry best practices.

Compensation Package

• Salary Range: $65,000 - $85,000 annually
• Comprehensive benefits package
• Opportunity to work remote

Responsibilities

• Manage an assigned caseload of commercial trucking and commercial auto property damage claims from initial assignment through resolution.
• Investigate vehicle accidents and evaluate property damage, liability, and applicable coverage.
• Review police reports, photographs, repair estimates, appraisals, invoices, and other supporting documentation.
• Communicate with insureds, claimants, attorneys, repair facilities, vendors, and other relevant parties throughout the claims process.
• Negotiate settlements with claimants, repair facilities, and other parties as appropriate.
• Coordinate vehicle inspections, appraisals, repairs, and total loss evaluations.
• Identify potential subrogation opportunities and pursue recovery when applicable.
• Maintain accurate and thorough claim file documentation.
• Establish appropriate claim reserves and update them as necessary.
• Ensure claims are handled in accordance with applicable state regulations, policy provisions, and internal guidelines.
• Meet established productivity, quality, and customer service expectations.

Qualifications/Requirements

• Over 3+ years of experience handling commercial auto, commercial trucking, or property damage claims.
• Strong knowledge of vehicle damage evaluations, liability investigations, repair estimates, and claim settlement practices.
• Experience managing an independent caseload and prioritizing competing deadlines.
• Strong negotiation, analytical, organizational, and communication skills.
• Proficiency with claims management systems and standard computer applications.
• Ability to work independently while collaborating effectively with internal and external stakeholders.

#LI-MW1

Commercial Lines Underwriter
Location: Wooster, OH | Hybrid, 3 days in office
Compensation: $70,000–$130,000, depending on experience

We are partnering with a well-established insurance carrier seeking an experienced Commercial Lines Underwriter to join their team in Wooster, OH. This opportunity is ideal for an underwriter who enjoys managing a book of business, developing strong agency relationships, and working with commercial accounts

Responsibilities:

• Underwrite commercial agribusiness and farm-related accounts
• Evaluate risks and determine appropriate pricing, terms, conditions, and coverage
• Manage an assigned book of business with a focus on profitable growth and retention
• Develop and maintain strong relationships with independent agency partners
• Conduct agency visits and support the development of new agency relationships
• Partner with Risk Control on account evaluations and site visits
• Monitor production, retention, profitability, and loss trends
• Identify opportunities to grow the commercial agribusiness book
• Balance technical underwriting with agency relationship management and business development

Requirements:

• Commercial Lines underwriting experience
• Strong technical underwriting and risk-selection skills
• Knowledge of commercial insurance coverages
• Experience working with independent insurance agencies
• Strong relationship-building and communication skills
• Ability to evaluate complex commercial risks
• Comfortable with agency and account/site visits

This is a great opportunity for an experienced Commercial Lines Underwriter looking for a role that offers a mix of technical underwriting, agency relationship management, and business development.

AP Specialist / Bookkeeper

A growing independent insurance agency is seeking an AP Specialist/ Bookkeeper to support the accounting functions. This role is primarily focused on carrier payables and direct-bill commission reconciliation, working closely with carriers and internal teams to ensure accurate payment tracking, timely resolution of discrepancies, and overall financial accuracy. This position focuses on payables, commissions, and cash flow within a structured, fast-paced agency environment. Partner XE experience a plus!

• Salary:  $50K - $65K
• Location:  Westerville, OH
• Schedule:  Fully onsite M-F 8:30-5

Carrier Payables & Commission Accounting

• Reconcile direct bill commission statements and carrier payables
• Match carrier statements to payments received and identify discrepancies
• Investigate and resolve commission and payment differences with carriers and internal teams
• Process commission adjustments and return payments
• Maintain accurate carrier records, including banking and payment details
• Ensure accurate tracking of carrier balances and commission activity

Cash Application & Agency Billing Support

• Apply client payments and maintain accurate cash posting
• Support direct bill processing within Partner XE
• Assist with billing activity and account reconciliation
• Identify and resolve unapplied cash, payment mismatches, and account discrepancies
• Monitor receivables and support follow-up on outstanding items

Agency Accounting Support

• Assist with premium trust activity and payment tracking
• Support reconciliations related to carrier and client activity
• Maintain organized financial records and documentation
• Assist with month-end support tasks as needed (non-GL focused)

Systems & Environment

• Partner XE (preferred)
• Agency accounting workflows tied to commission and carrier activity
• Collaborative accounting and operations team

Qualifications

• 1–3 years of accounting, bookkeeping, or billing experience
• Experience with accounts payable, cash application, or reconciliation
• Insurance agency or brokerage experience strongly preferred
• Familiarity with Partner XE is highly preferred
• Strong attention to detail and ability to manage high-volume transactional work
• Ability to identify discrepancies and follow through to resolution
• Organized, dependable, and comfortable working in a structured environment

#LI-ET1

Life and Health Insurance Producer

Job Summary

Seeking a dynamic and driven Life and Health Insurance Producer to join a team. This role is ideal for a motivated individual who thrives in a sales-driven environment and is passionate about providing exceptional service to clients. The successful candidate will focus exclusively on Life and Health insurance products, including individual and group policies. This position offers a unique opportunity to work with a robust book of business and a supportive team, with the flexibility to grow and succeed in a hybrid work environment after an initial onboarding period.

Compensation Package

• Base Salary: Up to $65,000 first year
• Commission Structure: 35% on new business, 25% on renewals
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Environment: Onsite initially, transitioning to a hybrid model (1-2 days in-office) based on performance and integration

Responsibilities

• Proactively generate and close sales for Life and Health insurance products, including individual life, fixed annuities, health/dental/vision, and group life, health, dental, disability, vision, HSA/FSA, and long-term care policies.
• Leverage a marketing budget to acquire leads through digital marketing, lead generation services, and other strategies.
• Engage with a book of 6,600 policies on the Property & Casualty side to identify cross-selling opportunities.
• Conduct face-to-face meetings with individual and group clients to understand their needs and provide tailored insurance solutions.
• Collaborate with the team to understand company culture, processes, and client interaction standards during the initial onboarding period.

Qualifications/Requirements

• Licenses/Designations: Active Life and Health (L&H) license is required.
• Experience: Minimum of 2 years in a sales-focused role, preferably in the insurance industry.
• Skills: Strong sales acumen, self-motivated, and a "hunter" mentality with a proven track record of meeting or exceeding sales targets.
• Technology Proficiency: Familiarity with insurance-related software and tools is preferred.
• Work Ethic: Hungry to succeed, adaptable, and willing to invest time in understanding the company’s culture and processes.

#LI-CS1