Commercial Lines Assistant Account Manager

Job Summary

Seeking a detail-oriented Commercial Lines Assistant Account Manager to provide critical support to clients and account managers. This role requires strong organizational skills, effective communication, and the ability to proactively assist with account servicing in the commercial lines insurance industry.

Responsibilities

• Assist in managing and servicing a portfolio of commercial lines accounts.
• Support Account Managers with daily account maintenance, including processing endorsements, policy changes, and renewals.
• Address client inquiries via phone or email and provide resolutions for general insurance-related questions.
• Maintain accurate and updated client records in the agency management system.
• Prepare and review client documents such as certificates of insurance, proposals, and summaries.
• Coordinate with insurance carriers to obtain quotes, endorsements, and policy changes as needed.
• Aid in account reviews, remarketing efforts, and identifying potential coverage gaps.
• Stay informed about industry updates and carrier product offerings to enhance client service.

Qualifications/Requirements

• Previous experience as an Assistant Account Manager or similar role in the commercial lines insurance industry preferred.
• Knowledge of insurance industry practices, policies, and products.
• Proficiency with agency management systems (e.g., EPIC, AMS360) and Microsoft Office Suite.
• Strong communication and interpersonal skills with a client-focused approach.
• Exceptional organizational and multitasking abilities.
• Capacity to work collaboratively in a team-oriented setting and independently when required.
• Analytical and problem-solving skills.
• Insurance-related licenses (e.g., Property & Casualty License) or ability to obtain one within a specified timeframe.

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.

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Front Desk Receptionist/Admin Support

Job Summary

Seeking a dedicated and professional Front Desk Receptionist/Admin Support to join a team. This role is pivotal in ensuring smooth day-to-day operations by managing walk-ins, processing payments, directing calls, and handling mail. Whether you are just starting your career or looking for a fulfilling role later in your professional journey, candidates from all backgrounds are welcome. No prior insurance experience is required.

This is a fully onsite position with a competitive hourly rate of $18–$22.

Compensation Package

• Competitive hourly pay: $18–$22 per hour.
• Comprehensive benefits package, including family health and wellness programs.
• Paid time off and paid holidays.
• Employee assistance programs.
• Opportunities for career advancement and professional development.

Responsibilities

• Greet and assist 10–15 walk-in clients daily with professionalism and courtesy.
• Process payments accurately and efficiently.
• Direct incoming calls to the appropriate departments or personnel.
• Handle incoming and outgoing mail, ensuring timely distribution.
• Provide backup support for office phone calls and walk-in traffic as needed.
• Maintain a welcoming and organized front desk area.
• Perform additional administrative tasks and projects as assigned.

Qualifications/Requirements

• High School Diploma or equivalent.
• Strong interpersonal and communication skills to interact effectively with clients, team members, and vendors.
• Proficiency in using computers and Microsoft Office Suite.
• Ability to work independently with minimal supervision and as part of a team.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Bilingual (English/Spanish) is preferred but not required.

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P&C Account Coordinator

Job Summary

Seeking a dedicated and detail-oriented P&C Account Coordinator to join the team. This role focuses on supporting the Commercial and Personal Lines of business, managing a diverse book of business, and ensuring exceptional client service. The position offers flexibility with a remote or hybrid work model; however, candidates must be based in the Dallas-Fort Worth (DFW) area.

Compensation Package

• Competitive salary: Up to $40,000 - $50,000 annually (commensurate with experience and qualifications).
• Opportunities for professional growth and development.

Responsibilities

• Manage a generalist commercial book of business with an estimated revenue of $500,000 - $600,000.
• Provide exceptional service to clients across various industries and account types.
• Utilize Applied Epic software to maintain accurate records, process transactions, and manage client accounts.
• Collaborate with team members to ensure seamless communication and efficient workflow.
• Assist in the preparation of proposals, renewals, and other client-facing documentation.
• Address client inquiries and resolve issues promptly and professionally.

Qualifications/Requirements

• Required Experience:
  • Minimum of 2 years of experience in the insurance industry, specifically in Commercial Lines.
  • Proficiency in Applied Epic software (this is a hard requirement).
• Preferred Experience:
  • Experience managing a book of business with agency revenue of approximately $500,000 - $600,000.
• Strong organizational and multitasking skills.
• Excellent communication and interpersonal abilities.
• Ability to work independently and as part of a team in a remote or hybrid environment.

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Job Advertisement: Part-Time Customer Service Representative (CSR)

Job Summary

Seeking a motivated and detail-oriented Part-Time Customer Service Representative (CSR) to join a growing team. This role offers the potential to transition into a full-time position for the right candidate. The CSR will primarily handle endorsements, policy changes, and reviews of policy renewals, while providing backend administrative support. This is a fully remote position, with a preference for candidates located in Iowa, Wisconsin, Minnesota, Illinois, Nebraska, or the Kansas City area.

Compensation Package

• Hourly Rate: $25–$30 per hour (for part-time)
• Hours: 20–30 hours per week

Responsibilities

• Process endorsements and policy changes efficiently and accurately.
• Conduct reviews of policy renewals to ensure compliance and accuracy.
• Provide backend administrative support to assist with daily operations.
• Collaborate with team members to ensure smooth workflow and customer satisfaction.
• Assist with quoting new and renewal business as needed.

Qualifications/Requirements

• Education: Bachelor’s degree required (insurance experience is not mandatory but is a plus).
• Experience: Prior experience in underwriting, claims, or other insurance-related roles is advantageous but not required.
• Technical Skills: Familiarity with relevant software tools is preferred.
• Soft Skills:
  • Teachable and eager to learn.
  • Self-motivated with the ability to work independently.
  • Strong organizational and time-management skills.
  • Excellent communication and interpersonal abilities.

Additional Information

• Work Environment: Fully remote. Candidates must have a reliable home office setup.
• Equipment: Candidates are expected to provide their own equipment.
• Training: Comprehensive onboarding and training will be provided to ensure success in the role.

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Commercial CSR (Hybrid)

Job Summary

Seeking two experienced and dedicated Commercial Customer Service Representatives (CSR) to join a growing team. As a Commercial CSR, you will play a vital role in providing exceptional service to our clients, managing accounts, and supporting a commercial lines team. This is an exciting opportunity to join a high-growth organization that values hard work, respect, and work-life balance.

Compensation Package

• Salary Range: $65,000 - $75,000 annually, commensurate with experience.
• Benefits: Comprehensive benefits package.

Responsibilities

• Provide A-Z servicing for commercial accounts, ensuring client satisfaction and retention.
• Manage standard-sized accounts with a focus on delivering high-quality service.
• Handle 90% renewal business and 10% new business quoting and remarketing.
• Collaborate with team members to ensure seamless account management.
• Utilize HawkSoft software for account management (training will be provided if needed).

Qualifications/Requirements

• Experience: Minimum of 2+ years in a similar role within the insurance industry.
• Licenses/Certifications: Property & Casualty (P&C) license required.
• Technical Skills: Familiarity with HawkSoft software is a plus, but training will be provided.
• Soft Skills: Coachable, flexible, and hard-working with a strong commitment to client service.
• Work Arrangement: Hybrid role with three days in the office. Flexibility may be considered for the right candidate.

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Commercial Lines Assistant Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Assistant Account Manager to join a dynamic team. This role offers a unique opportunity to work in a collaborative and respectful environment where teamwork is highly valued. As part of a growing organization, you will play a key role in supporting various projects and teams, particularly in the contractors and construction niche.

Compensation Package

• Salary Range: $58,000 - $75,000 annually

Responsibilities

• Serve as a floater, assisting with various projects and teams as needed
• Provide support for medium to large construction accounts
• Collaborate with Account Managers and other team members to ensure client satisfaction
• Utilize EPIC software to manage accounts and maintain accurate records
• Assist in quoting new and renewal business as required

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required; additional designations are highly valued
• Experience: Minimum of 2 years of experience working on medium to large construction accounts
• Technical Skills: Proficiency in EPIC software is required
• Soft Skills:
  • Strong teamwork and collaboration abilities
  • Excellent attention to detail
  • Effective communication skills
  • Adaptability and flexibility in handling multiple tasks
  • Strong organizational skills

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Front Desk / Personal Lines Account Assistant

Job Summary

Seeking a dedicated and professional Front Desk / Personal Lines Account Assistant to join a growing team. This role is pivotal in ensuring smooth front desk operations while providing support for Personal Lines account management. The ideal candidate will possess a Property & Casualty (P&C) license, have experience in a similar role, and demonstrate exceptional organizational and interpersonal skills.

Compensation Package

• Salary Range: $50,000 – $65,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Serve as the first point of contact at the front desk, handling phone calls and managing day-to-day administrative tasks.
• Provide support for Personal Lines account management, including quoting new and renewal business.
• Maintain and manage accounts ranging from $1,000 to $10,000 in size.
• Utilize EPIC software for account management and administrative tasks.
• Represent the company in community events and organizations, fostering positive relationships and promoting the company’s presence.
• Collaborate with team members to ensure seamless operations and exceptional customer service.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license is required.
• Experience: Prior experience in a similar role is preferred.
• Technical Skills: Proficiency in EPIC software is highly desirable.
• Soft Skills:
  • Strong teachability and willingness to learn.
  • Excellent communication and interpersonal skills.
  • A proactive approach to problem-solving and multitasking.
  • A positive attitude and ability to work collaboratively in a team environment.
  • Interest in community involvement and networking.

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Commercial Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Account Manager to join a growing team. This role offers an exciting opportunity to work with a large regional agency known for its exceptional culture and commitment to professional growth. The successful candidate will play a key role in servicing and marketing small to large market commercial accounts. This position requires a Property & Casualty (P&C) license and at least 2 years of relevant experience. After completing a 90-day onsite training period, this role transitions to a hybrid work model, allowing up to three days of remote work per week with approval.

Compensation Package

• Salary Range: $60,000 - $70,000 annually
• Bonus: Up to 7% performance-based bonus
• Benefits: Comprehensive benefits package offered
• Work Arrangement: Hybrid work model after 90 days of onsite training (up to 3 days remote per week with approval)
• Travel Requirements: Minimal travel (approximately 5%)

Responsibilities

• Manage and service a portfolio of small to large market commercial accounts.
• Handle the quoting process for new and renewal business.
• Collaborate with clients to understand their needs and provide tailored insurance solutions.
• Utilize Applied EPIC software to manage accounts and ensure accurate documentation.
• Build and maintain strong relationships with clients, carriers, and internal teams.
• Participate in marketing efforts to grow the business and expand the client base.
• Ensure compliance with company policies and industry regulations.

Qualifications/Requirements

• Active Property & Casualty (P&C) license is required.
• A minimum of 2 years of experience in commercial account management, with a focus on service and marketing.
• Proficiency in using Applied EPIC software or similar systems.
• Strong organizational and time management skills.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively in a team-oriented environment.
• A proactive and client-focused approach to account management.

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Personal Insurance Agent

Job Summary

Seeking a dedicated and experienced Personal Insurance Agent to join a team. This role is an excellent opportunity for a motivated individual to contribute to a dynamic and disciplined team environment. The ideal candidate will have a strong background in personal lines servicing and a passion for delivering exceptional customer service.

Compensation Package

• Salary: Up to $70,000 annually, based on experience.
• Bonus Potential: Up to $700 per month based on performance.
• Benefits: Comprehensive medical, dental, and vision coverage.
• Growth Opportunities: Opportunity to learn and grow within the agency.

Responsibilities

• Provide exceptional service to personal insurance clients, with a focus on renewals, endorsements, and standard servicing tasks.
• Handle 80% service-related tasks and 20% inbound sales.
• Manage and process personal lines accounts, including smaller accounts and delegated tasks based on experience.
• Conduct quoting for new and renewal business as needed.
• Collaborate with team members to ensure client satisfaction and operational efficiency.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience: 3-5+ years of experience in personal lines servicing preferred.
• Software: Familiarity with Applied Epic is a plus but not required.
• Skills:
  • Strong discipline and organizational skills.
  • Ability to learn and adapt quickly.
  • Team-oriented mindset with excellent communication skills.
  • Proven track record of delivering high-quality customer service.

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Commercial Insurance Processor (Remote)

Job Summary

Seeking a detail-oriented and experienced Commercial Insurance Processor to join a team. This role involves managing a generalist book of commercial insurance accounts, handling end-to-end processing tasks, and ensuring exceptional service delivery. The position offers a laid-back work environment with no micromanagement, making it an ideal opportunity for professionals who thrive in a supportive and autonomous setting.

Compensation Package

• Salary Range: $50,000 - $60,000 (flexible based on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a generalist book of commercial insurance accounts with policy sizes up to $100,000.
• Perform comprehensive processing tasks, including Certificates of Insurance, billing, endorsements, and renewals.
• Quote new and renewal business as needed.
• Utilize Applied EPIC software for all processing and account management tasks.
• Collaborate with team members across two office locations to ensure seamless operations.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license preferred.
• Experience: Minimum of 1 year in Commercial Lines processing.
• Technical Skills: Proficiency in Applied EPIC software is required.
• Key Competencies:
  • Strong attention to detail and organizational skills.
  • Ability to work independently in a remote environment after onboarding.
  • Excellent communication and customer service skills.

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