Job Summary:

Our client is seeking a detail-oriented Staff Accountant with 3–5 years of experience for a 12 month contract, primarily focused on investment accounting, along with core general accounting responsibilities. This role will support the accounting, reporting, and reconciliation of the company’s investment portfolio while contributing to overall financial close and reporting processes.

Key Responsibilities:

• Perform accounting for investment activities, including purchases, sales, maturity, and income recognition
• Prepare and post journal entries related to investment transactions (interest, dividends, amortization, fair value adjustments)
• Reconcile investment holdings, cash balances, and income with custodians and internal systems
• Monitor investment portfolio activity and ensure accurate recording in the general ledger
• Analyze investment performance and provide variance explanations
• Ensure compliance with applicable accounting standards and investment policies
• Support audits by preparing investment-related documentation and responding to auditor inquiries
• Assist with audit requests and preparation of supporting schedules
• Assist in month-end, quarter-end, and year-end close processes
• Maintain general ledger accuracy and ensure proper documentation of transactions
• Support financial statement preparation and reporting requirements
• Assist with accounts payable and accounts receivable activities as needed
• Ensure adherence to internal controls and company accounting policies
• Identify and implement process improvements and efficiencies

Qualifications & Skills:

• Bachelor’s degree in accounting, Finance, or related field
• 3–5 years of accounting experience
• Knowledge of financial instruments (fixed income, equities, basic derivatives)
• Understanding of accounting treatments for investments (amortized cost, fair value, etc.)
• Strong knowledge of general ledger accounting and reconciliation processes
• Proficiency in Microsoft Excel and accounting system QuickBooks
• Strong analytical and problem-solving skills
• High attention to detail and ability to meet deadlines
• Effective communication and interpersonal skills

Compensation Package

• Hourly: $34 to $36 per hour (depending on experience) 

#LI-ET1

Commercial Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

The ideal candidate will have the following qualifications:

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Responsible for retention of all accounts assigned to them.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

#LI-BJ1

Commercial Lines Production Binding Underwriter

Job Summary

Seeking experienced and driven Commercial Lines Production Binding Underwriters to join a growing team. This role is focused on new business production and offers an exciting opportunity to build and grow your own book of business. Ideal candidates will have strong marketing capabilities, proven sales ability, and the ambition to establish and expand their portfolio.

Compensation Package

• Base Salary: $80,000 – $115,000 (potential to reach $125,000+ for candidates with a significant book of business and strong relationships).
• Bonus Structure: Commission eligibility begins once revenue generation reaches 2x the base salary and covers support staff costs.
• Equity Participation: Opportunity for future equity participation in a privately held company.
• Additional Benefits: Comprehensive benefits package, professional development opportunities, and licensure support if required.

Responsibilities

• Build, maintain, and grow a book of business.
• Manage agency relationships and serve as the primary client contact.
• Develop and execute a marketing plan to increase new and renewal business.
• Rate, quote, and bind risks to determine acceptability, coverage, and pricing for both new and renewal business.
• Submit underwriting referrals to company brokerage facilities and management.
• Monitor key performance metrics and implement corrective actions to improve new business hit rates, renewal retention, premium growth, and loss ratios.
• Lead, train, and develop Assistant and Associate Underwriters or Brokers.

Qualifications/Requirements

• Education: Bachelor’s degree or equivalent combination of education and experience.
• Experience: Minimum of 3 years in commercial lines underwriting or brokerage, with excess & surplus experience preferred.
• Skills:
  • Demonstrated proficiency in sales and marketing.
  • Strong organizational skills with attention to detail.
  • Proven ability to build and maintain client relationships.
• Certifications: Insurance license required (or willingness to obtain, with costs covered). CPCU, CIC, or comparable designations preferred.
• Additional Attributes: Interest in continued education and professional development.

#LI-JB1

Commercial Lines Insurance Specialist

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Insurance Specialist with a strong background in commercial insurance and an active Property & Casualty (P&C) license. The ideal candidate will have at least 2 years of experience in commercial lines and be proficient in using Applied Epic software. This role offers flexibility, with the option to work fully remotely, provided the candidate resides in one of the eligible states.

Compensation Package

• Salary Range: $55,000 - $65,000 annually
• Comprehensive benefits package (details provided during the interview process)
• Opportunities for professional growth and development

Responsibilities

• Manage and service a portfolio of commercial insurance accounts, ensuring client satisfaction and retention.
• Utilize Applied Epic software to process policies, endorsements, and other client-related documentation.
• Provide expert guidance to clients on coverage options, policy changes, and risk management strategies.
• Collaborate with underwriters, carriers, and other stakeholders to secure optimal insurance solutions for clients.
• Maintain accurate and up-to-date records in compliance with company and regulatory standards.
• Stay informed about industry trends, regulations, and best practices to provide clients with the highest level of service.

Qualifications/Requirements

• Minimum of 2 years of experience in commercial lines insurance.
• Active Property & Casualty (P&C) license.
• Proficiency in Applied Epic software is required.
• Strong organizational and time-management skills with the ability to prioritize tasks effectively.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Ability to work independently in a remote environment, if applicable.
• Must reside in one of the following states: Georgia, Texas, Florida, North Carolina, Missouri, Virginia, Alabama, South Carolina, Tennessee, Mississippi, Louisiana, Arkansas, Kentucky, Oklahoma, or Michigan.

#LI-RM10

Risk Advisor / Producer (Sales)

Job Summary

Seeking a motivated and experienced Risk Advisor / Producer to join a team. This role is ideal for a professional with a strong background in property and casualty insurance, particularly in oil and gas-related accounts, including transportation companies and servicing contractors. The successful candidate will be responsible for building and expanding an existing book of business while delivering exceptional service to clients. This position offers the flexibility of remote work, with a preference for candidates located in Lubbock, DFW, or West Texas.

Compensation Package

• Base Salary (Draw): $60,000 (flexible based on experience)
• Auto Allowance: $750/month
• Benefits: Comprehensive health, dental, and vision coverage
• Commission Splits: 40% on new business, 30% on renewals
• Growth Opportunity: Partnership potential if the book of business meets target revenue within approximately three years

Responsibilities

• Develop and maintain relationships with clients in the oil and gas sector, focusing on transportation companies and servicing contractors.
• Build and expand an existing book of business through proactive sales efforts and client retention strategies.
• Provide expert advice on risk management and insurance solutions tailored to client needs.
• Utilize AMS 360 software to manage accounts and ensure accurate documentation.
• Collaborate with internal teams to deliver seamless service and support to clients.
• Stay informed about industry trends and regulatory changes to provide up-to-date guidance to clients.

Qualifications/Requirements

• Licenses/Designations: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years in a similar role, with a proven track record in sales and client management.
• Industry Knowledge: Familiarity with oil and gas-related accounts is highly preferred.
• Technical Skills: Proficiency in AMS 360 software.
• Location: Remote position, with a preference for candidates based in Lubbock, DFW, or West Texas.
• Interpersonal Skills: Strong communication, negotiation, and relationship-building abilities.

#LI-AK2

Commercial Lines Account Manager

Job Summary

Seeking experienced and dedicated Commercial Lines Account Managers to join a team. This role involves managing a book of business and providing exceptional service to a clients. We are looking for candidates with expertise in mid-to-large commercial accounts as well as small commercial accounts. The ideal candidate will have a proven track record in account management, a strong understanding of commercial insurance, and the ability to quickly adapt to our processes after a comprehensive training period.

This position offers a professional, family-like environment with opportunities for growth and development. If you are polished, confident, and personable, we encourage you to apply.

Compensation Package

• Salary Range: $60,000 - $120,000 (targeting around $80,000, based on experience)
• Work Arrangement: Hybrid (4 days in-office, 1 day remote after training; Asheville location offers 2 days remote)
• Relocation Assistance: Open to considering relocation for the right candidate
• Equipment: Provided for remote work as applicable
• Benefits: Comprehensive benefits package available

Responsibilities

• Manage a tailored book of business, including generalist accounts and carriers such as Builders Mutual, Cincinnati, Auto Owners, and Selective
• Handle accounts in various industries, including construction, contractors, and retail businesses
• Provide A-Z service, including renewals, quoting, and marketing
• Quote new and renewal business, ensuring accuracy and timeliness
• Build and maintain strong relationships with clients, carriers, and internal teams
• Utilize Applied EPIC software for account management and documentation

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required
• Experience:
  • Minimum of 2-5 years of experience in commercial lines account management
  • Preferred: 5+ years of experience managing accounts with premiums of $100,000+
• Technical Skills: Proficiency in Applied EPIC software is a plus
• Soft Skills:
  • Well-spoken, articulate, and polished
  • Confident and personable, with strong interpersonal skills
  • Organized and process-oriented, with a clear understanding of desk management
  • Ability to work independently and collaboratively in a team environment

#LI-PM1

Client Manager, Business Insurance (Remote)

Job Summary

Seeking a highly skilled and experienced Client Manager specializing in Business Insurance to join a team. This is a fully remote position, offering the opportunity to manage and service a diverse portfolio of commercial insurance accounts. The ideal candidate will have a strong background in Commercial Lines, a proven ability to handle complex accounts, and a commitment to delivering exceptional client service.

Compensation Package

• Salary Range: $70,000 - $95,000 (commensurate with experience)
• Comprehensive benefits package, including health insurance,
• Opportunities for professional development and career advancement

Responsibilities

• Manage and service a portfolio of business insurance accounts with professionalism and efficiency
• Oversee the renewal process, including conducting coverage reviews and ensuring timely completion
• Remarket accounts as needed, leveraging relationships with multiple carriers to secure optimal terms
• Conduct thorough coverage reviews to identify gaps and recommend appropriate solutions
• Identify and pursue cross-selling opportunities to enhance client portfolios
• Utilize systems such as Applied Epic, Epic Quotes, Indio, Fulcrum Proposals, and Microsoft Office to streamline workflows and maintain accurate records
• Serve as a trusted advisor to clients, providing expert guidance on insurance products and services

Qualifications/Requirements

• Minimum of 5 years of experience in Commercial Lines insurance
• Active Michigan Property & Casualty (P&C) License is required
• Proficiency in using Applied Epic, Epic Quotes, Indio, Fulcrum Proposals, and Microsoft Office
• Strong organizational skills with the ability to manage multiple accounts and deadlines
• Excellent communication and interpersonal skills, with a client-focused approach
• Detail-oriented with a commitment to accuracy and thoroughness
• Ability to work independently in a remote environment while maintaining high productivity

#LI-BO1

Client Manager, Personal Insurance (Remote)

Job Summary

Seeking a dedicated and experienced Personal Lines Client Manager to join our team in a fully remote capacity. The ideal candidate will have a strong background in personal insurance, with a proven ability to manage and service a book of business effectively. This role involves handling renewals, remarketing accounts, obtaining quotes from multiple carriers, conducting coverage reviews, and identifying opportunities for account rounding. If you are a detail-oriented professional with excellent communication skills and a passion for delivering exceptional client service, we encourage you to apply.

Compensation Package

• Salary Range: $60,000 - $70,000 annually
• Comprehensive benefits package
• Opportunities for professional development and growth

Responsibilities

• Manage and service a designated book of personal insurance business.
• Handle policy renewals, ensuring timely and accurate processing.
• Remarket accounts as needed to secure the best coverage and pricing for clients.
• Obtain and compare quotes from multiple carriers to provide optimal solutions.
• Conduct thorough coverage reviews to ensure clients have appropriate protection.
• Identify and pursue opportunities for account rounding to enhance client portfolios.
• Utilize systems such as Applied Epic, EZLynz, ACS2000, and Epic Quotes to manage workflows efficiently.
• Maintain accurate and up-to-date client records in compliance with company standards.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.

Qualifications/Requirements

• Minimum of 4 years of experience in Personal Lines insurance.
• Active Michigan Property & Casualty (P&C) License is required.
• Proficiency in insurance management systems, including Applied Epic, EZLynz, ACS2000, and Epic Quotes.
• Strong knowledge of Microsoft Office Suite (Word, Excel, Outlook).
• Excellent organizational and time-management skills.
• Strong analytical and problem-solving abilities.
• Exceptional verbal and written communication skills.
• Ability to work independently in a remote environment while maintaining high productivity.

#LI-BO1

Client Manager, Employee Benefits (Remote)

Job Summary

Seeking a dedicated and experienced Client Manager, Employee Benefits to join a team in a fully remote capacity. In this role, you will provide exceptional support to both small and large group clients, ensuring their employee benefits programs are effectively managed and optimized. This position requires a proactive professional with a strong background in employee benefits and a commitment to delivering outstanding client service.

Compensation Package

• Salary Range: $70,000 - $90,000 annually
• Comprehensive benefits package
• Opportunities for professional growth and development

Responsibilities

As a Client Manager, Employee Benefits, your key responsibilities will include:

• Collaborating with clients to design and implement employee benefits plans tailored to their needs.
• Developing and executing renewal strategies to ensure client satisfaction and retention.
• Conducting renewal and open enrollment meetings to educate clients and their employees on benefits options.
• Creating and distributing enrollment materials to facilitate a seamless enrollment process.
• Processing carrier changes and ensuring accurate and timely updates.
• Assisting clients with claims issues, providing guidance and resolution support.
• Utilizing systems such as Applied Epic, Applied Benefits Designer, and Employee Navigator to manage client accounts and streamline processes.

Qualifications/Requirements

To be successful in this role, candidates must meet the following qualifications:

• A minimum of 3 years of experience in employee benefits, with a proven track record of managing client accounts.
• Possession of a valid Michigan Life & Health License (required).
• Proficiency in using systems such as Applied Epic, Applied Benefits Designer, and Employee Navigator.
• Strong communication and interpersonal skills, with the ability to build and maintain client relationships.
• Excellent organizational and problem-solving abilities, with a keen attention to detail.
• Self-motivated and capable of working independently in a remote environment.

#LI-BO1

Employee Benefits Analyst (Remote)

Job Summary

Seeking a detail-oriented and experienced Employee Benefits Analyst to join a team in a fully remote capacity. The ideal candidate will play a critical role in supporting account management and renewal processes, ensuring seamless delivery of employee benefits services. This position requires a strong understanding of employee benefits, excellent analytical skills, and proficiency in industry-standard systems.

Compensation Package

• Salary Range: $60,000 - $75,000 annually
• Comprehensive benefits package, including health insurance, retirement plans, and paid time off
• Opportunities for professional development and career growth

Responsibilities

• Prepare and manage Requests for Proposals (RFPs) for employee benefits programs.
• Develop and present comprehensive benefit proposals tailored to client needs.
• Analyze carrier options to identify the most suitable solutions for clients.
• Process employee changes through carrier portals with accuracy and efficiency.
• Assist in the preparation of client deliverables, ensuring timely and high-quality outputs.
• Collaborate with internal teams to support account management and renewal processes.
• Utilize systems such as Applied Epic, Applied Benefits Designer, and Employee Navigator to manage workflows and maintain accurate records.

Qualifications/Requirements

• Minimum of 2 years of experience in employee benefits or a related field.
• Active Michigan Life & Health License is required.
• Proficiency in using Applied Epic, Applied Benefits Designer, and Employee Navigator systems is highly preferred.
• Strong analytical and problem-solving skills with a keen attention to detail.
• Excellent communication and organizational abilities.
• Ability to work independently in a remote environment while maintaining high productivity and meeting deadlines.

If you are passionate about employee benefits and thrive in a dynamic, client-focused environment, we encourage you to apply for this exciting opportunity. Join our team and contribute to delivering exceptional service and solutions to our valued clients.

#LI-BO1