Personal Insurance Account Manager 

Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service for personal lines customers.

Qualifications:

• 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.

Requirements: 

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

#LI-IP1

Claims Counsel

Location: Philadelphia, PA

Work Arrangement: Hybrid | 3 days on-site / 2 days remote

We are seeking a Claims Counsel to join a growing Claims Advocacy team at a highly collaborative commercial insurance organization. This is an excellent opportunity for an attorney seeking to move beyond the traditional billable-hour environment into a more consultative, client-focused role with strong work-life balance, broad exposure to multiple claim types, and long-term growth potential.

The Claims Counsel will support clients by monitoring and managing claims, identifying issues, advocating with insurers and claims professionals, providing timely assessments, and helping ensure that claims move toward appropriate resolution.

The ideal candidate is intellectually curious, relationship-driven, adaptable, and comfortable in a smaller, entrepreneurial environment that values teamwork, professional development, and client service.

Responsibilities

• Monitor client claims and track status, open items, progress, and next steps.
• Review claims reporting for accuracy, completeness, and potential issues.
• Communicate claim status, strategy, open items, and recommended next steps to clients and internal teams.
• Identify claim issues and work directly with carrier claims professionals to achieve resolution.
• Review and assist with bordereaux and claims reporting.
• Conduct legal research on coverage issues, case law, jury verdicts, and litigation trends.
• Support claims across Workers’ Compensation, Auto, General Liability, E&O, Cyber, and other P&C exposures.
• Participate in claims status meetings and in meetings with TPAs, carriers, and clients.
• Assist with coverage analysis and related questions.
• Review contracts and related claims and coverage considerations.
• Partner with client service teams to support the broader account strategy and client needs.
• Participate in new business and client meetings as appropriate.
• Learn about client operations, insurance programs, portfolios, and claim structures.
• Progress toward independently managing client claims portfolios and client relationships.
• Identify opportunities to improve claims processes, communication, and efficiency.
• Travel occasionally for larger accounts, client meetings, and claims-related matters.

Required Experience / Qualifications / Education

• Juris Doctor (JD) required.
• 2+ years of civil litigation or similar legal experience.
• Strong written and verbal communication skills.
• Ability to communicate complex legal and claims issues clearly and concisely.
• Builds effective relationships with clients, carriers, counsel, and internal teams.
• Strong judgment, accountability, professionalism, and attention to detail.
• Intellectual curiosity and a willingness to learn multiple lines of coverage and claim types.
• Ability to manage multiple priorities in a small, fast-moving organization.
• Adaptable, resilient, and comfortable with taking on increasing responsibility.

Preferred Experience / Qualifications

• Plaintiff or defense litigation experience.
• Law firm experience.
• Claims or litigation management experience.
• Insurance claims or insurance litigation exposure.
• Experience with Workers’ Compensation, General Liability, Auto, E&O, Cyber, or other P&C claims.
• P&C license preferred.
• Coverage analysis or policy interpretation experience.
• TPA exposure is helpful but not required.
• Bordereaux experience is helpful but not required.

Why Consider This Opportunity?

• No billable hours
• Strong emphasis on work-life balance
• Opportunity to transition from traditional litigation to a consultative Claims Advocacy role.
• Broad exposure across Workers’ Compensation, GL, Auto, E&O, Cyber, Commercial, and Personal Lines.
• Long-term growth toward independent portfolio and client ownership.
• Collaborative, relationship-focused environment.
• Smaller team with strong visibility and access to leadership.
• Flexibility around family and personal commitments.
• Opportunity to build long-term expertise across claims, coverage, client advocacy, and commercial insurance.

Why the Role is Open?

• This newly created position reflects the continued growth and expansion of the Claims Advocacy function. The role adds support for existing and new client relationships, creates greater balance across the team, and supports the continued development of the claims function as the organization grows.

Compensation & Benefits

• Target Base Salary: $110K-$140K
• Hybrid schedule: 3 days on-site / 2 days remote.
• On-site schedule is required.
• Fully funded benefits.
• Occasional travel.
• Long-term growth opportunity within an expanding Claims team.

#LI-JW3

Accounting Manager / Controller

A well-established, independent insurance brokerage is seeking an experienced Accounting Manager / Controller to oversee its accounting operations and support the continued success of the business. This is an excellent opportunity for an accounting professional with a strong background in insurance agency accounting who enjoys a hands-on role with broad responsibilities across financial operations, reporting, and process improvement. This individual will assume responsibility for the accounting function as part of a planned leadership transition and will work closely with agency leadership to ensure accurate financial reporting, efficient processes, and strong operational controls.

Key Responsibilities

• Oversee day-to-day accounting operations, including payroll, operating disbursements, receipts, bank accounts, and monthly close.

• Manage insurance agency accounting functions, including carrier statement reconciliations and timely payments for agency-billed business.

• Oversee producer commission calculations, processing, and related accounting activities.

• Manage bookkeeping, account reconciliations, and general ledger accuracy.

• Oversee management reporting and support financial planning, budgeting, and forecasting.

• Develop and improve procedures for collecting client receivables and maintaining accurate financial records.

• Partner with agency leadership to strengthen accounting processes, internal controls, and operational consistency.

• Identify opportunities to leverage technology and improve accounting workflows and agency operations.

• Supervise accounting tasks performed by other team members.

• Coordinate with external accounting professionals on tax and accounting matters.

Qualifications

• 7+ years of progressive accounting experience, with increasing levels of responsibility.

• Significant experience in insurance agency accounting is required, particularly with carrier payables, producer commissions, and bookkeeping.

• Working knowledge of insurance agency accounting processes, including agency-billed business and carrier reconciliations.

• Experience with monthly financial close, bank reconciliations, management reporting, and general ledger accounting.

• Experience supporting budgeting, financial planning, and process improvement initiatives.

• Strong organizational skills and the ability to manage multiple priorities in a hands-on environment.

• Excellent communication skills and the ability to collaborate effectively with agency leadership and external partners.

• Experience with Applied Epic is highly desirable.

• A proactive, detail-oriented approach with an interest in improving accounting processes and leveraging technology.

Compensation & Benefits

• Competitive base salary of $100,000–$120,000, depending on experience, with flexibility for exceptional candidates.

• Hybrid work schedule with three days onsite in Chicago.

• Comprehensive benefits package, including medical, dental, and vision insurance.

• Short- and long-term disability coverage.

• 401(k) plan with employer matching.

#LI-ET1

Personal Lines Insurance Manager

Salary: $100,000–$125,000, depending on experience

About the Role

We are searching on behalf of our client - a local, family oriented retail insurance agency located in Midtown Manhattan! We’re seeking an experienced Personal Lines Manager to lead their service team and oversee daily department operations. This role is responsible for developing staff, improving workflows, and ensuring clients receive responsive, high-quality service while supporting the growth and performance of the personal lines business.

Key Responsibilities

Qualifications

Repricing Associate (Remote)

Job Summary

Seeking a detail-oriented and motivated Repricing Associate to join a team. In this role, you will be responsible for data entry of billing information, verification of ICD-10 and CPT-4 codes, and submission of reconsiderations. Reporting to the Workers’ Compensation Claims Manager, you will play a critical role in ensuring compliance with state laws and maintaining the accuracy of medical billing processes. This is a fully remote, temporary position expected to last through Q2 of 2027.

Compensation Package

• Hourly Rate: $24 - $29 per hour
• Employment Type: 6-month contract with potential for extension
• Work Arrangement: 100% remote, based anywhere in the United States

Final compensation will be determined based on candidate qualifications, geographic location, and other considerations permitted by law.

Responsibilities

• Perform data entry of billing and Medicare reporting while verifying ICD-10 and CPT-4 codes.
• Research, respond to, and track inquiries to ensure compliance with state laws.
• Handle Electronic Data Interchange (EDI) claim rejections and apply manual repricing as needed.
• Process and administer reconsiderations and appeals while collaborating with vendors and provider networks.
• Research issues related to provider returned checks and reimbursement inquiries, and process these requests.
• Participate in quarterly oversight calls/meetings with PPO Networks and vendors.
• Cross-train on all provider network tasks within the department.
• Prepare comprehensive reports with minimal guidance.
• Perform other duties as assigned.

Qualifications/Requirements

Knowledge, Skills & Abilities:

• Strong understanding of billing and coding procedures, including medical terminology.
• Ability to meet turnaround time standards and comply with state law requirements in the Medical Bill Repricing process.
• Proficiency in preparing detailed reports with minimal supervision.
• Strong verbal and written communication skills, attention to detail, and ability to multitask.
• Ability to navigate multiple systems and screens simultaneously.
• Self-motivated, flexible, and capable of working both independently and collaboratively in a virtual office environment.
• Strong customer service skills and ability to manage workload effectively to meet deadlines.
• Proficiency with MS Word, Excel, Outlook, Teams, Slack, Zoom, and internet applications.
• Reliable internet connection is required.

Education:

• College degree or college-level education preferred.

Experience:

• Experience in a medical billing environment is required.
• Familiarity with Medicare/CMS requirements.
• Coding accreditations are a bonus.

#LI-BC1

Commercial Lines Producer

Job Summary

Seeking a motivated and results-driven Commercial Lines Producer to join a growing team. This role offers a unique opportunity to work with middle-market commercial accounts, develop expertise in specific industry verticals, and build a rewarding career in the insurance industry. With a structured training program, hands-on mentorship, and high earning potential, this position is ideal for individuals with a go-getter mentality who are eager to succeed.

Compensation Package

• Base Salary: $65,000–$75,000 (Year 1; declines over 3 years to commission-only).
• Commission: 40% on new business, 30% on renewals.
• Bonuses: Activity-based bonuses (e.g., $1,000 for meeting monthly goals).
• Equity Opportunity: Earn equity once your book of business reaches $250,000.

Responsibilities

• Prospect and develop new business opportunities within middle-market commercial accounts.
• Select and focus on a primary and secondary industry vertical to build expertise.
• Conduct client meetings to understand their needs and provide tailored insurance solutions.
• Build and maintain strong relationships with clients to ensure long-term success.
• Collaborate with team members and leadership to achieve sales goals.

Qualifications/Requirements

• Education: Bachelor’s degree preferred, especially in Risk Management, Business, or Sales.
• Experience:
  • 3–4 years of B2B sales experience (outside of insurance is acceptable).
  • OR 2–3 years as a Producer Assistant or in an insurance-related role.
  • Recent graduates with Risk Management degrees will also be considered.
• Licenses: Property & Casualty (P&C) license preferred but not required.
• Skills:
  • Strong prospecting and client relationship management skills.
  • Ability to hold effective client meetings and close deals.
  • Self-motivated, with a hunger for success and a drive to achieve financial goals.

#LI-TR2

Employee Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a team. This role involves working closely with HR professionals, business owners, and clients to manage and grow a book of business consisting of employee benefits accounts. The ideal candidate will have a strong background in employee benefits, excellent client-facing skills, and the ability to lead a team in the future.

Compensation Package

• Salary Range: $85,000 - $110,000 annually (commensurate with experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Schedule: Hybrid (2-3 days onsite)

Responsibilities

• Manage a book of business consisting of approximately 100 groups, primarily small accounts with a few larger accounts (up to 200 employees).
• Handle lines of coverage including medical, dental, and vision insurance.
• Work with fully insured and level-funded plans.
• Collaborate with top carriers such as Blue Shield, United Healthcare, Aetna, HealthNet, Kaiser, and Covered California.
• Utilize agency management systems like Ease and Employee Navigator to manage accounts effectively.
• Build and maintain strong relationships with clients, HR professionals, and business owners.
• Provide exceptional customer service and ensure client satisfaction.
• Participate in occasional local travel (approximately once a month).

Qualifications/Requirements

• Licenses/Designations: Life & Health (L&H) license required.
• Experience: Proficiency in using Ease and Employee Navigator is a must.
• Preferred Experience: Prior experience managing employee benefits accounts, with a focus on small to mid-sized groups.
• Skills: Strong client-facing and communication skills, ability to work independently and collaboratively, and a proactive approach to problem-solving.

#LI-SS1

Personal Lines Producer

Job Summary

Seeking a motivated and experienced Personal Lines Producer to join a growing insurance agency. This role offers an opportunity to contribute to business growth while building strong client relationships and providing tailored personal insurance solutions. The ideal candidate is a self-driven professional who thrives in a collaborative environment, values flexibility, and is passionate about delivering exceptional customer service.

Responsibilities

• Develop and maintain strong relationships with clients to understand their personal insurance needs.

• Provide tailored insurance solutions for standard personal lines accounts.

• Generate new business opportunities through networking, referrals, and other lead-generation strategies.

• Collaborate with the commercial lines team to ensure seamless service delivery.

• Utilize AMS360 to manage client accounts, maintain accurate documentation, and streamline workflows.

• Stay informed about industry trends, insurance products, and regulatory changes to provide clients with knowledgeable guidance.

• Identify cross-selling opportunities to support client retention and business growth.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• Previous experience in personal lines insurance is required.

• Experience in an agency or captive insurance environment is preferred.

• Proficiency in AMS360 is a plus.

• Strong interpersonal, communication, and relationship-building skills.

• Excellent organizational and time management abilities.

• Self-motivated, dependable, and capable of working independently with minimal supervision.

• Client-focused mindset with a commitment to providing exceptional service.

Compensation Package

• Salary Range: $40,000 – $60,000 annually, plus commission.

• Benefits: Competitive benefits package, including retirement options, paid time off, and professional development opportunities.

• Work Arrangement: Hybrid flexibility available following initial in-office training.

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-DD3

Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager to join a dynamic team. This role involves managing a book of business valued at $800,000 in revenue, focusing on mid-market accounts with premiums ranging from $25,000 to $500,000. The ideal candidate will have a strong background in commercial lines, exceptional organizational skills, and a commitment to delivering outstanding client service.

Compensation Package

• Salary Range: $80,000 - $110,000 annually, based on experience and qualifications.
• Benefits: Comprehensive benefits package, including medical, dental, vision.
• Work Environment: Hybrid schedule with three days onsite.

Responsibilities

• Manage a diverse book of business with a focus on mid-market accounts (premium range: $25,000 - $500,000).
• Handle marketing, renewals, quoting, presentations, and endorsements.
• Collaborate with team members to ensure seamless client service and account management.
• Quote new and renewal business, with a primary focus on renewals.
• Utilize Epic software for account management and documentation.
• Maintain strong relationships with clients, carriers, and internal stakeholders.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years as a Commercial Lines Account Manager, with a focus on mid-market accounts.
• Technical Skills: Proficiency in Epic software is required.
• Education: High school diploma or equivalent; additional certifications or training in insurance is a plus.
• Soft Skills: Strong organizational skills, attention to detail, excellent communication abilities, and a collaborative mindset.

#LI-CW5

Senior Commercial Lines Producer/Sales Executive

Job Summary

Seeking an experienced and results-driven Senior Commercial Lines Producer/Sales Executive to join a growing retail insurance brokerage. This fully remote opportunity is ideal for an established producer with a proven track record of generating new business, developing strong client relationships, and driving revenue growth.

The ideal candidate will possess extensive Commercial Lines insurance experience, strong business development skills, and the ability to independently build and manage a profitable portfolio of commercial accounts. This position offers competitive commission structures, potential equity opportunities, and access to a broad range of insurance markets to support continued business growth.

Responsibilities

• Develop and manage a portfolio of Commercial Lines insurance accounts, focusing on new business acquisition, client retention, and revenue growth.

• Identify and pursue new business opportunities through networking, referrals, prospecting, and established industry relationships.

• Build and maintain strong relationships with business owners, decision-makers, and carrier partners.

• Develop and execute a strategic business plan to achieve production goals and expand market presence.

• Conduct comprehensive risk assessments and recommend tailored commercial insurance solutions to meet client needs.

• Identify cross-selling opportunities within existing client relationships to maximize account growth.

• Collaborate with account management teams, underwriting partners, and internal stakeholders to deliver exceptional client service.

• Leverage access to a broad range of admitted and specialty insurance markets to develop competitive coverage solutions.

• Maintain an active sales pipeline and track business development activities to support consistent production growth.

• Participate in mentorship and professional development initiatives to support team growth and collaboration.

• Stay informed on industry trends, market conditions, and emerging risks to provide knowledgeable guidance to clients.

Qualifications/Requirements

• Experience:

  • Extensive experience as a Commercial Lines Producer or Sales Executive within a retail insurance brokerage.

  • Proven track record of generating new business, building client relationships, and driving significant revenue growth.

  • Established professional network and strong business development experience within the commercial insurance market.

  • Demonstrated ability to independently manage a sales pipeline and develop a profitable book of business.

  • Experience working with a variety of commercial insurance products, industries, and carrier markets.

• Licensing:

  • Holds an active P&C (Property and Casualty) insurance license.

• Technical Skills:

  • Strong knowledge of Commercial Lines insurance products, underwriting guidelines, risk management, and coverage options.

  • Familiarity with AMS360 is preferred but not required.

  • Proficiency in agency management software, CRM platforms, and standard business applications.

  • Ability to develop and execute a comprehensive business plan aligned with production objectives.

• Professional Skills:

  • Excellent communication, presentation, and negotiation skills.

  • Strong business acumen and consultative sales abilities.

  • Exceptional relationship-building and networking skills.

  • Self-motivated, goal-oriented, and capable of working independently in a remote environment.

  • Strong organizational and time management skills.

  • Ability to collaborate effectively with internal teams and carrier partners.

  • Leadership qualities and a willingness to contribute to mentorship and team development.

  • Entrepreneurial mindset with a focus on long-term business growth and client satisfaction.

Compensation Package

• Compensation: Competitive, flexible commission structures based on experience, production history, and business development goals.

• Equity Opportunities: Potential equity participation based on performance and production.

• Benefits: Comprehensive employee benefits package.

• Work Arrangement: Fully remote, with optional access to office locations.

• Professional Development: Opportunities for mentorship, collaboration, and continued career growth.

• Additional Advantages: Access to a broad range of insurance carriers and markets, with flexibility to pursue business opportunities across multiple territories.

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