Standard/Private Client Personal Lines Insurance Account Manager

Job Summary

Seeking a highly skilled and experienced Personal Lines Insurance Account Manager to join a team. This role is ideal for a professional with a strong background in insurance. The successful candidate will manage mid-market and VIP personal lines accounts, providing exceptional service to valued clients.

Responsibilities

• Manage a portfolio of mid-market and VIP personal lines accounts, including home, auto, renters, condo, recreational vehicles, secondary and high-value homes, boats/yachts, antique/exotic cars, and more.
• Provide exceptional customer service, ensuring client satisfaction and retention.
• Manage and service a book of business, handling a diverse range of account sizes.
• Utilize agency management software to manage accounts efficiently.
• Collaborate with carriers such as Andover, Chubb, Foremost, Hagerty, MAPFRE, Plymouth Rock, Safety, Quincy Mutual, and others.
• Stay updated on industry trends and maintain strong knowledge of insurance coverage and Massachusetts RMV regulations.

Qualifications/Requirements

• Active Property & Casualty (P&C) license is required.
• Strong knowledge of Massachusetts RMV processes and insurance coverage.
• Proficiency in using Applied EPIC or similar agency management software is preferred.
• Proven experience managing mid-market and VIP personal lines accounts.
• Excellent communication and interpersonal skills.
• Ability to work independently in a fully remote environment.
• Commitment to providing outstanding customer service and maintaining long-term client relationships.

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-BJ1

Job Summary

We are seeking a dynamic and experienced Commercial Lines Producer to join our growing team. The ideal candidate will have a strong background in insurance sales and a passion for building client relationships. As a Commercial Lines Producer, you will be responsible for generating new business opportunities, cultivating leads, and delivering exceptional service to commercial clients.

Responsibilities

• Identify and pursue new business opportunities in the commercial insurance market.
• Build and maintain strong relationships with clients, understanding their unique needs and delivering tailored insurance solutions.
• Collaborate with underwriters to negotiate terms and coverage options for clients.
• Stay informed about industry trends, regulatory changes, and market conditions to provide clients with up-to-date advice.
• Actively participate in networking events and industry conferences to expand your professional connections and generate leads.
• Prepare and present proposals, explaining coverage details and terms to potential clients.
• Ensure compliance with all applicable regulations and internal policies.

Qualifications/Requirements

• Proven experience as an Insurance Producer or similar role, with a strong track record of successful sales in the commercial insurance industry.
• Deep understanding of commercial insurance products, policies, and regulations.
• Excellent communication and negotiation skills, with the ability to build rapport and trust with clients.
• Strong business acumen and a results-driven mindset, with the ability to meet and exceed sales targets.
• Holds an active P&C (Property and Casualty) insurance license.

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-ML1
#LI-DH1

Job Summary

We are seeking a dynamic and experienced Commercial Lines Producer to join our growing team. The ideal candidate will have a strong background in insurance sales and a passion for building client relationships. As a Commercial Lines Producer, you will be responsible for generating new business opportunities, cultivating leads, and delivering exceptional service to commercial clients.

Responsibilities

• Identify and pursue new business opportunities in the commercial insurance market.
• Build and maintain strong relationships with clients, understanding their unique needs and delivering tailored insurance solutions.
• Collaborate with underwriters to negotiate terms and coverage options for clients.
• Stay informed about industry trends, regulatory changes, and market conditions to provide clients with up-to-date advice.
• Actively participate in networking events and industry conferences to expand your professional connections and generate leads.
• Prepare and present proposals, explaining coverage details and terms to potential clients.
• Ensure compliance with all applicable regulations and internal policies.

Qualifications/Requirements

• Proven experience as an Insurance Producer or similar role, with a strong track record of successful sales in the commercial insurance industry.
• Deep understanding of commercial insurance products, policies, and regulations.
• Excellent communication and negotiation skills, with the ability to build rapport and trust with clients.
• Strong business acumen and a results-driven mindset, with the ability to meet and exceed sales targets.
• Holds an active P&C (Property and Casualty) insurance license.

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-ML1
#LI-DH1

Commercial Lines Producer

Job Summary

Seeking a motivated and experienced Commercial Lines Producer to join a growing team. This role is pivotal in driving business growth by generating leads, securing new clients, and managing a portfolio of commercial insurance accounts. The ideal candidate will have a proven track record in sales, a deep understanding of commercial insurance products, and the ability to build and maintain strong client relationships. This position offers a dynamic work environment with opportunities for professional growth and uncapped earning potential.

Compensation Package

• Base Salary: Starting at $50,000 annually.
• Commission Structure: 40% on new business and 30% on renewals.
• Benefits:
  • Comprehensive health, dental, and vision insurance.
  • Flexible work arrangements based on experience (remote, hybrid, or in-office).
  • Professional development opportunities.
  • Potential to purchase a former book of business.

Responsibilities

• Generate and qualify leads to secure new business opportunities.
• Build and maintain strong relationships with clients, providing exceptional customer service.
• Develop tailored insurance solutions for a variety of commercial accounts.
• Manage and grow a book of business, ensuring client retention and satisfaction.
• Collaborate with account managers and administrative staff to ensure seamless service delivery.
• Travel to meet with clients as needed to discuss their insurance needs and provide solutions.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years in a similar role, with a focus on commercial lines insurance.
• Technical Skills: Proficiency in EPIC software is preferred.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Self-motivated with a results-driven mindset.
  • Excellent organizational and time-management abilities.
  • Ability to work independently and as part of a team.
  • Problem-solving and critical-thinking skills.
• Other Requirements:
  
  • Availability to travel to meet with clients as needed.

#LI-MB4

Personal Lines Customer Service Representative

Job Summary

Seeking a dedicated and experienced Personal Lines Customer Service Representative to join a remote team of professionals. The company specializes in personal lines insurance, with some commercial accounts. This role involves providing exceptional customer service, answering client inquiries, and supporting the clients with their insurance needs. If you have a background in an independent agency and are ready to contribute to a dynamic and collaborative team, we encourage you to apply.

Compensation Package

• Salary: $50,000 - $55,000 annually, based on experience and qualifications.

Responsibilities

• Provide outstanding customer service by addressing client inquiries and resolving issues promptly.
• Handle basic customer service representative tasks, including answering phone calls and assisting clients with their insurance needs.
• Support personal lines accounts, ensuring accuracy and efficiency in all client interactions.
• Collaborate with the team to maintain a high standard of service and contribute to the overall success of the company.

Qualifications/Requirements

• Licenses/Designations: Active 2044 or 220 license is required.
• Experience: Minimum of 3 years of experience in an independent insurance agency.
• Technical Skills: Proficiency in QQ Catalyst software is required.
• Soft Skills: Strong communication skills, attention to detail, problem-solving abilities, adaptability, and a customer-focused mindset.
• Work Environment: This is a fully remote position; candidates must have a reliable internet connection and a suitable home office setup.

#LI-KR1

Employee Benefits Account Executive

Job Summary

Seeking a highly skilled and experienced Employee Benefits Account Executive to join a team. This role is pivotal in managing and leading a portfolio of large-market accounts (1,000+ lives) with a focus on self-funded benefits solutions. The ideal candidate will possess a deep understanding of employee benefits, self-funded plans, and innovative solutions such as Rx, captives, clinical health management, and point solutions.

Compensation Package

• Base Salary: $140,000 - $180,000 annually
• Bonus & Incentives: Performance-based bonuses and incentives
• Benefits: Comprehensive health and welfare benefits, tuition assistance

Responsibilities

• Serve as the primary point of contact for a portfolio of large-market accounts (1,000+ lives).
• Lead and own the book of business, ensuring client satisfaction and retention.
• Develop and implement innovative self-funded benefits solutions, including Rx, captives, clinical health management, and point solutions.
• Manage renewals and provide strategic guidance to clients on their benefits programs.
• Collaborate with internal teams and stakeholders to deliver exceptional service and results.
• Stay updated on industry trends and regulatory changes to provide informed recommendations to clients.
• Travel as required to meet with clients and attend industry events.

Qualifications/Requirements

• Minimum of 10 years of experience in employee benefits, with a strong focus on large group lives and self-funded plans.
• Proven experience in leading and managing a book of business as the primary account executive.
• Active Life & Health (L&H) license is required; additional designations such as CEBS, GBA, or RHU are a plus.
• Exceptional leadership and communication skills, with the ability to build strong client relationships.
• In-depth knowledge of self-funded benefits solutions and large-market strategies.
• Ability to work effectively in a hybrid environment, with occasional travel as needed.

#LI-MB6

Stop Loss Consultant

Job Summary

Seeking a highly skilled and experienced Stop Loss Consultant to join a team. This role is pivotal in supporting our self-funded accounts by leveraging expertise in stop loss underwriting and financial analytics. As a Stop Loss Consultant, you will play a key role in analyzing and managing stop loss policies while maintaining a client-facing presence.

Compensation Package

• Salary Range: $71,800 - $133,700 annually, plus bonus opportunities.
• Benefits: Comprehensive total rewards package, including health and welfare benefits, tuition assistance

Responsibilities

• Conduct underwriting and financial analytics for stop loss policies.
• Provide expert analysis and recommendations for self-funded accounts.
• Collaborate with internal teams and clients to ensure optimal stop loss solutions.
• Maintain a client-facing presence to address inquiries and provide insights.
• Support the growth and development of the stop loss department.

Qualifications/Requirements

• Minimum of 10+ years of experience in self-funded accounts and stop loss underwriting.
• Proficiency in Microsoft Office Suite.
• Strong analytical skills with the ability to interpret complex financial data.
• Excellent communication skills, both written and verbal.
• Ability to work independently in a remote environment.
• A polished and team-driven approach to work.

#LI-MB6

Surety Bond Account Manager

Job Summary

Seeking a dedicated and experienced Surety Bond Account Manager to join a growing regional surety team. You will manage an established book of business, collaborate with leading surety companies, and work alongside experienced producers and surety leadership. This position is ideal for professionals with agency experience or those transitioning from a carrier-side surety underwriting assistant role, looking for greater career growth and client-facing opportunities.

Compensation Package

• Salary Range: $65,000 to $85,000 per year, based on experience, skills, and geographic location.
• Benefits Include:
  • Competitive salaries with bonus potential.
  • Company stipend for health insurance.
  • Opportunities for professional growth and career progression.
  • A respectful culture that values work-life balance.
  • Supportive teammates and a rewarding work environment.

Responsibilities

• Maintain technical competence and industry expertise.
• Collaborate with the Surety Director and Bond Billing AAM to ensure timely and accurate task execution.
• Provide exceptional customer service, handling policy administration, billing, claims, and coverage analysis.
• Manage policy expirations, renewals, and client relationships.
• Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• Monitor accounts receivable and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms with accurate data.
• Handle bid bond requests, changes to bonds, cancellations, riders, and new business/renewals.
• Create and distribute client invoicing and assist with claims facilitation.
• Develop and maintain positive relationships with underwriters.
• Continuously seek and adopt best practices to improve performance.
• Communicate workload status and issues transparently with the account team.
• Deliver excellent service by proactively anticipating client needs and responding promptly.
• Stay updated on company policies and procedures.
• Demonstrate integrity and leadership while championing company values.

Qualifications/Requirements

• Minimum of 2 years of experience in surety, commercial insurance, or related underwriting.
  • Experience with contract and commercial surety is preferred.
  • Agency or carrier experience is welcomed.
  • Surety underwriting assistants are encouraged to apply.
• Property & Casualty License required or ability to obtain shortly after hire.
• Proficiency in agency management systems and carrier portals.
• Strong decision-making and delegation skills.
• Exceptional customer service, communication, multitasking, and organizational abilities.
• Ability to handle large work volumes with high accuracy.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma (or equivalent).

#LI-CS1

High Net Worth (HNW) Producer

Job Summary

Seeking experienced and driven High Net Worth (HNW) Producers to join a growing Private Client Division. This is an exciting opportunity to work with true HNW clients, including those with family office backgrounds, and to contribute to the expansion of a specialized and thriving department. The ideal candidate will have a proven track record in selling and closing HNW business, with a deep understanding of private client needs.

Compensation Package

• Competitive Salary: Flexible and tailored to attract top talent.
• Validation Period: Typically 2 years, extendable to 3 years for the right candidate.

Responsibilities

• Prospect, sell, and close HNW business opportunities.
• Build and maintain strong relationships with HNW clients, including those with family office backgrounds.
• Collaborate with a dedicated service staff to ensure seamless client support.
• Meet and exceed sales targets, contributing to the growth of the Private Client Division.
• Attend occasional in-person meetings or events as required.

Qualifications/Requirements

• Licenses/Designations: CPRIA and P&C licenses required.
• Experience:
  • Minimum of 3-5 years of experience in HNW sales, with a preference for candidates with 5+ years of experience.
  • Proven ability to manage and grow a book of business with account sizes averaging $1,000–$10,000 in revenue.
• Soft Skills:
  • Strong interpersonal and communication skills.
  • High level of professionalism and discretion when working with HNW clients.
  • Self-motivated and results-driven.
  • Ability to work collaboratively in a team environment.
  • Exceptional organizational and time management skills.
• Technical Skills: Familiarity with relevant software tools is a plus.

#LI-PM1

Client Services Team Lead

Job Summary

Seeking a highly skilled and experienced Client Services Team Lead to join a growing team. This is a newly created position designed to support a current management team and streamline workflows. The ideal candidate will bring a wealth of experience in Commercial Lines (CL) and/or Personal Lines (PL) insurance, as well as proven managerial expertise. This role offers an exciting opportunity to lead and mentor a team while contributing to the success of an organization.

Compensation Package

• Salary Range: $85,000 - $115,000 annually
• Benefits: Comprehensive benefits package provided

Responsibilities

• Lead and manage a team of Account Managers (AMs) in both Commercial Lines and Personal Lines.
• Oversee the quoting of new and renewal business, ensuring accuracy and efficiency.
• Provide mentorship and guidance to team members, fostering a collaborative and high-performing work environment.
• Collaborate with the Director of Account Managers to implement strategies for workflow optimization and team development.
• Utilize EPIC and CSR24 software to manage accounts and streamline operations.
• Ensure compliance with company policies and industry regulations.
• Attend monthly in-office meetings and participate in occasional travel as required.

Qualifications/Requirements

• Minimum of 7+ years of experience in Commercial Lines (CL) and/or Personal Lines (PL) insurance.
• Proven managerial experience leading teams in a professional setting.
• Proficiency in EPIC software; experience with CSR24 is highly preferred.
• Possession of a valid Property & Casualty (P&C) license.
• Strong understanding of account sizes ranging from $1,000 to $500,000.
• Exceptional organizational, leadership, and communication skills.
• Ability to work effectively in a remote environment while maintaining strong team collaboration.
• Willingness to travel to the office at least once a month.

#LI-CD3