Personal Insurance Account Manager

Job Summary

Ready for a rewarding career? A growing insurance agency is looking for a Personal Insurance Account Manager with the ability to foster strong client relationships, navigate insurance policies, and deliver top-notch service. If you're a dedicated professional with a passion for insurance and a commitment to excellence, this is your opportunity to excel.

Responsibilities

• Provide comprehensive servicing for a book of business, including handling new business, renewals, endorsements, and cancellations.
• Prequalify and analyze prospects' coverage needs to understand their insurance requirements.
• Gather necessary information to prepare accurate quotes and proposals for clients.
• Provide clients with clear and detailed information about available coverage options.
• Review and assess current coverages of existing clients, advising on necessary adjustments or additional coverage.
• Recommend updates and changes in coverage to ensure clients have high-quality insurance protection.
• Process policy renewals, ensuring clients are informed about upcoming renewals and options.
• Remarket policies when necessary to secure the best coverage and pricing for clients.
• Assist clients with coverage changes, endorsements, and policy updates.
• Handle all service requests promptly and efficiently, addressing client inquiries and concerns.
• Manage direct-billed payments and billing inquiries on behalf of clients, providing assistance and clarification regarding billing questions and issues.
• Serve as the primary point of contact for both English- and Spanish-speaking clients, ensuring excellent customer service and fostering long-term relationships.
• Manage a portfolio of client accounts, providing ongoing support, policy renewals, and addressing client inquiries.
• Collaborate with underwriters, claims adjusters, and other team members to ensure clients’ needs are met.
• Demonstrate adaptability and a willingness to take on other relevant duties to contribute to the agency's overall success.

Qualifications/Requirements

• Bilingual fluency in English & Spanish is required.
• Knowledge and understanding of various insurance coverages, policies, and terms.
• Excellent written and verbal communication skills.
• The ability to convey complex insurance information in a clear and understandable manner.
• Strong organizational and prioritization skills.
• Proven ability to build and maintain positive client relationships.
• Keen attention to detail when reviewing policies and documents.
• Ability to analyze complex insurance situations and propose effective solutions.

• Holds an active Property and Casualty (P&C) Insurance License.
• Bilingual fluency in English & Spanish - required.
• 3+ years of relevant insurance industry experience preferred.
• Previous experience in personal lines insurance and account management.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $37K-$60K (based on experience) + commission.
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Remote work schedule available.

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-CH2

Commercial Lines Account Manager (CLAM)

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager (CLAM) to join a team. This role is an excellent opportunity for a motivated professional to contribute to the growth and success of a national brokerage firm. The ideal candidate will have a strong background in servicing and marketing middle-market accounts and a passion for delivering exceptional client service. This position offers a hybrid work schedule, with three days in the office and two days remote.

Compensation Package

• Salary Range: $70,000 - $80,000 annually
• Benefits: Comprehensive benefits package, including a 401(k) plan (details to be provided during the interview process)
• Work Schedule: Hybrid (3 days in-office, 2 days remote)

Responsibilities

• Provide exceptional service to middle-market accounts, ensuring client satisfaction and retention.
• Handle marketing efforts for new and renewal business.
• Collaborate with internal teams to meet client needs and achieve organizational goals.
• Utilize EPIC software for account management and documentation.
• Maintain a high level of professionalism and expertise in all client interactions.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Previous experience in servicing and marketing middle-market accounts is essential.
• Software Skills: Proficiency in EPIC software is preferred but not required.
• Strong organizational and communication skills.
• Ability to work effectively in a hybrid work environment.

#LI-KR1

Senior Homeowners Property Claims Adjuster

Job Summary

Seeking a highly skilled and experienced Senior Homeowners Property Claims Adjuster to join a team. This is a fully remote position. The ideal candidate will have a strong background in handling Homeowners Property Claims and a proven ability to work independently in a fast-paced environment.

Compensation Package

• Salary: $85,000 - $100,000+ (depending on experience)
• Bonus: Up to 7% based on personal and company performance
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.
• Work Environment: 100% remote (East Coast hours required)
• Travel: Annual travel to New Jersey for team meetings

Responsibilities

• Manage a caseload of 35-45 daily claims, with potential for higher volumes during CAT events.
• Handle Homeowners Property Claims (75%) and Commercial Claims (25%) primarily in NJ and PA, with potential expansion to IN, MI, MO, and SC.
• Process claims with monetary values ranging from $50,000 to $1 million.
• Utilize Independent Adjuster vendors for fieldwork as needed.
• Write estimates using Xactimate based on photographic evidence.
• Collaborate with team members to ensure efficient and accurate claims processing.
• Maintain a positive and team-oriented attitude, contributing to a strong company culture.

Qualifications/Requirements

• Minimum of 5 years of experience handling Homeowners 1st Party Property claims in a desk role with an insurance carrier.
• Proficiency in Xactimate is required; ability to write estimates from photos is essential.
• Experience with Guidewire and ImageRight is a plus.
• Knowledge of MSO policy is highly desirable.
• Must be able to work independently and demonstrate strong problem-solving skills.
• Prior experience with an insurance carrier is required.
• Strong cultural fit with a team-oriented and positive attitude.
• Must be available to work East Coast hours.
• Willingness to travel to New Jersey once a year for team meetings.

#LI-MW1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role is integral to providing exceptional service to clients by managing a portfolio of small to mid-sized personal lines accounts. The ideal candidate will have a strong background in insurance account management, a customer-focused mindset, and the ability to handle all aspects of account servicing from A to Z. This is an on-site position, offering a collaborative work environment and opportunities for professional growth.

Compensation Package

• Base Salary: Up to $60,000 annually
• Monthly Bonus Program: Opportunity to earn up to $1,000+ per month based on new policies written and policy re-writes
• Additional Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business consisting of small to mid-sized personal lines accounts
• Provide end-to-end servicing for accounts, including quoting new and renewal business
• Build and maintain strong relationships with clients, ensuring their insurance needs are met
• Handle policy re-writes and assist clients with any changes or updates to their coverage
• Collaborate with team members to ensure a seamless client experience
• Utilize AMS360 software to manage accounts and maintain accurate records

Qualifications/Requirements

• Licenses: Must hold one of the following licenses: 2-20, 20-44, or 4-40
• Experience: Minimum of 2-3 years of experience in personal lines account management (open to candidates with captive experience)
• Technical Skills: Proficiency in AMS360 software is required
• Soft Skills: Strong communication, organizational, and problem-solving skills; ability to work collaboratively in a team environment; customer-focused mindset; attention to detail; and a proactive approach to tasks
• Work Environment: This is an on-site position; remote work is not available

#LI-ZS1

Personal Lines Account Manager (Remote/Hybrid)

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a team. This role offers the flexibility to work remotely, in a hybrid capacity, or fully in-office, depending on your preference and location. As part of a well-established organization, you will enjoy the benefits of a supportive, technology-driven environment with a close-knit team culture. This position is ideal for a professional with experience in personal lines insurance who is looking to grow their career in a dynamic and collaborative setting.

Compensation Package

• Salary Range: $58,000 - $75,000 (commensurate with experience)
• Incentives:
  • 20% commission on new business written
  • 10% commission on rounding out accounts
  • Annual performance bonus
• Benefits:
  • Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Arrangement:
  • Hybrid (1-2 days in the office) or fully remote for candidates in the Northeast region

Responsibilities

As a Personal Lines Account Manager, you will:

• Manage a portfolio of personal lines insurance accounts, handling all aspects from start to finish ("soup to nuts").
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly.
• Quote and process new and renewal business for accounts up to $10,000 in size.
• Collaborate with carriers such as Plymouth Rock, MAPFRE, Andover, Vermont Mutual, Concord, Chubb, Pure, Cincinnati, and Travelers.
• Utilize software systems including AMS 360 and ImageRight, with a transition to EPIC planned in the near future.
• Work closely with the team to achieve departmental goals and contribute to a positive workplace culture.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license is highly preferred. Candidates without a license must be willing to obtain one within six months of hire.
• Experience: 1-3 years of experience in personal lines insurance (open to candidates with captive experience).
• Technical Skills: Proficiency in AMS 360 and ImageRight is preferred; familiarity with EPIC is a plus.
• Skills: Strong communication, organizational, and problem-solving skills.
• Work Ethic: Self-motivated, detail-oriented, and capable of managing multiple tasks efficiently.

#LI-BD1

Senior Commercial Lines Account Executive

Job Summary

Seeking a highly skilled and client-focused Senior Commercial Lines Account Executive to join a dynamic team. In this role, you will manage a $10MM book of business, consisting of mid-market to large accounts with premiums ranging from $100K to $1MM. The portfolio spans a variety of industries, including real estate, contractors, manufacturers, non-profits, distributors, and staffing. This is an excellent opportunity for an experienced professional to leverage their expertise in commercial lines insurance while building strong, long-term client relationships.

Compensation Package

• Competitive salary commensurate with experience
• Comprehensive benefits package, including health, dental, and vision insurance
• Generous paid time off and holidays
• Professional development opportunities

Responsibilities

• Manage a portfolio of mid-market to large commercial accounts, ensuring exceptional client service and satisfaction.
• Serve as the primary point of contact for clients, fostering strong and lasting relationships.
• Oversee the full account lifecycle, including renewals, quoting, binding, and policy issuance.
• Collaborate with the internal marketing team on large or complex remarketing efforts.
• Prepare and review applications, proposals, and coverage comparisons to meet client needs.
• Handle ACORD applications, supplemental forms, and loss run analysis as required.
• Issue certificates of insurance (COIs) and review policies, endorsements, audits, and billing as needed.
• Leverage a dedicated virtual assistant for administrative and processing tasks, including certificates, endorsements, audits, policy checking, data entry, schedules, and finance agreements.
• Maintain accurate and up-to-date documentation in the agency management system.

Qualifications/Requirements

• Minimum of 5 years of experience in commercial lines insurance, with a focus on account management.
• Proven experience managing mid-market to large accounts with premiums of $100K or more.
• Strong knowledge of commercial coverages, including General Liability, Auto, Umbrella/Excess, Workers Compensation, and Property.
• Proficiency with agency management systems, preferably Sagitta, and document management platforms such as ImageRight.
• Solid understanding of carrier appetite and underwriting guidelines.
• Exceptional communication, organizational, and problem-solving skills.
• Ability to manage multiple priorities effectively in a fast-paced environment.

#LI-AS3

Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Manager to join a growing team. This role offers a unique opportunity to work closely with seasoned producers to service and market business accounts. The accounts primarily consist of contractors, property accounts, and manufacturing clients, with premiums starting at $50,000. This position provides an exciting opportunity to contribute to the development of the branch and play a pivotal role in its success.

Compensation Package

• Salary Range: $75,000 - $90,000 (depending on experience)
• Additional Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide full-service account management from A-Z, including day-to-day customer service and marketing of new and renewal business.
• Collaborate with producers to service their books of business, which include accounts generating $50,000+ in premiums.
• Quote and market new and renewal business.
• Handle a variety of accounts, including contractors, property, and manufacturing clients.
• Support the growth of the branch by assisting with onboarding additional account managers as the office expands.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years of experience in commercial lines account management.
• Technical Skills: Proficiency in AMS 360 software.
• Soft Skills: Strong organizational skills, excellent communication abilities, attention to detail, ability to work collaboratively in a team environment, and a proactive approach to problem-solving.
• Education: Relevant educational background preferred but not required.
• Work Environment: Ability to work in a hybrid setting with occasional in-office presence.

#LI-DD4

Compliance Manager / Senior Compliance Analyst

Job Summary

Seeking a dedicated and experienced Compliance Manager / Senior Compliance Analyst to join a team in a role supporting the Legal & Compliance function. Reporting directly to the SVP & General Counsel, this position will play a pivotal role in ensuring compliance and privacy initiatives are effectively managed and executed. This organization operates within the healthcare and benefits space, focusing on health, wellness, and retirement offerings.

Compensation Package

• Base Salary: $95,000 – $110,000 per year
• Benefits: Comprehensive benefits package, including health, wellness options

Responsibilities

As a Compliance Manager / Senior Compliance Analyst, you will:

• Manage and oversee compliance reporting, including annual reports related to benefits functions.
• Support Board-level and committee reporting, including preparation for approximately three Board meetings annually.
• Assist with privacy operations and contribute to the ongoing development of compliance programs.
• Oversee and track incident reporting and resolution processes. Familiarity with systems like Navex is a plus.
• Develop and update policies, recommend training initiatives, and contribute to compliance education programs.
• Collaborate with cross-functional teams, including Legal, HR, and leadership, to ensure compliance objectives are met.
• Lead select internal meetings and support compliance and privacy workgroups.
• Partner with HR on compliance-related initiatives and training programs.

Qualifications/Requirements

The ideal candidate will possess the following qualifications:

• A minimum of 5 years of experience in compliance, privacy, legal, or risk-related roles.
• Experience in healthcare, benefits, nonprofit, or similarly regulated industries is preferred.
• Strong expertise in compliance reporting, policy development, and incident management/investigations.
• Exposure to privacy frameworks and operations is a plus.
• Professional certifications such as CRCM or CHC are advantageous.
• A law degree is desirable but not required.

#LI-MC1

Commercial Lines Account Manager (Korean Speaking)

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Manager who is fluent in Korean to join a dynamic team. This role involves managing a diverse Korean generalist book of business, with account sizes ranging from $1,000 to $500,000. The ideal candidate will have a strong background in commercial lines insurance, excellent communication skills in both English and Korean, and a proven ability to deliver exceptional client service. This is a fully remote position, offering the flexibility to work from the comfort of your home while contributing to a growing and successful organization.

Compensation Package

• Salary Range: $80,000 - $100,000 annually
• Benefits: Comprehensive benefits package provided
• Equipment: All necessary equipment for remote work will be supplied

Responsibilities

• Manage and service a Korean generalist book of business, ensuring client satisfaction and retention.
• Quote new and renewal business, providing accurate and timely proposals.
• Collaborate with internal teams to address client needs and resolve issues effectively.
• Maintain accurate records and documentation using EPIC software.
• Build and nurture strong relationships with clients, ensuring their insurance needs are met.
• Stay updated on industry trends and regulations to provide informed advice to clients.

Qualifications/Requirements

• Language Skills: Fluency in Korean is required.
• Licenses: Active Property & Casualty (P&C) license is mandatory.
• Experience: Minimum of 5+ years of experience in commercial lines account management.
• Technical Skills: Proficiency in EPIC software is preferred.
• Soft Skills: Strong communication, organizational, and problem-solving skills. Ability to work independently in a remote environment.

#LI-CD3

Commercial Lines Producer

Job Summary
Seeking a motivated and dynamic Commercial Lines Producer to join a growing team. The ideal candidate will develop and maintain relationships with clients, provide tailored insurance solutions, and focus on the growth of the commercial lines business. With a customer-centric, consultative approach, this role ensures the highest level of service is delivered to clients, helping them protect their businesses while achieving their risk management goals. This role is ideal for a self-starter who thrives in a collaborative and entrepreneurial environment.

Responsibilities

• Cultivate and maintain strong relationships with new and existing clients to determine their commercial insurance needs.
• Identify new business opportunities and develop strategies to grow the commercial lines portfolio.
• Act as a trusted advisor, providing expert guidance on commercial insurance products, risk management, and financial protection solutions.
• Collaborate with internal teams, such as underwriters and account managers, to ensure accurate and timely delivery of insurance proposals and policies.
• Regularly review and assess clients’ coverage, ensuring alignment with their evolving business needs.
• Stay informed on current industry trends, regulatory requirements, and emerging risks to better guide clients and identify opportunities.
• Attend networking events, industry conferences, and community functions to build relationships and enhance brand visibility.
• Ensure compliance with all insurance regulations, company standards, and best practices when selling and servicing products.

Qualifications/Requirements

• Active and valid Insurance Producer License.
• Proven experience in commercial insurance sales, with knowledge of various coverage types (property, liability, workers' compensation, cyber, etc.).
• Demonstrated ability to build and maintain strong client relationships.
• Strong negotiation, presentation, and communication skills.
• Results-driven, self-motivated, and comfortable working independently as well as part of a team.
• Ability to analyze client needs and develop customized risk management solutions.
• Proficiency in using insurance-related software, CRM systems, and Microsoft Office Suite.
• Bachelor’s degree in Business, Insurance, or a related field preferred (or equivalent industry experience).

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