Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager to join a dynamic and innovative team. As a key member of the team, you will play a pivotal role in managing and growing the commercial lines accounts, working with a variety of industries and top-tier carriers. If you are a strategic thinker with a passion for client service and a vision for leveraging technology to enhance efficiency, we want to hear from you!

Compensation Package

• Salary Range: $50,000 - $90,000 (depending on experience) + commissions
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Environment: Fully remote (Midwest only: OH, KY, PA).

Responsibilities

• Manage a portfolio of 10 large clients, focusing on middle-market to large-market accounts with premiums of $100,000+.
• Quote, negotiate credits, prepare proposals, and sell new business.
• Handle 10-15 renewals per month and convert 10+ new business accounts monthly.
• Process endorsements and ensure timely and accurate service delivery.
• Collaborate with a team of intellectual and technology-driven professionals in a remote, fast-paced environment.
• Leverage AI and software tools to improve operational efficiency and client service.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 5 years of tenure in a similar role; 3-5 years of experience preferred.
• Technical Skills: Proficiency in EPIC and High Level software is required.
• Carriers: Familiarity with the following carriers is highly preferred: Travelers, Hartford, Safeco, AmTrust, Progressive, Liberty Mutual, Cincinnati, Auto-Owners, Western Reserve.
• Soft Skills:
  • Smart and enthusiastic.
  • Strong team player with excellent collaboration skills.
  • Visionary mindset with a willingness to integrate innovative solutions.
  • Strong problem-solving abilities and proactive communication skills.

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Responsibilities

As a Senior Commercial Lines Account Manager, you will:

• Manage a portfolio of diverse commercial accounts.
• Handle day-to-day inquiries, endorsements, claims follow-up, and other service requests in a timely and professional manner.
• Identify and evaluate clients' needs to recommend appropriate insurance solutions, ensuring coverage is comprehensive and compliant.
• Develop and maintain strong relationships with clients, carriers, and business partners.
• Provide technical expertise to clients and internal colleagues, explaining policy terms, coverages, and exclusions effectively.
• Assist with marketing new and renewal business by preparing accurate submissions and negotiating terms with underwriters.
• Monitor and ensure compliance with regulations and guidelines, staying informed of industry trends and market changes.
• Contribute to process improvement initiatives, leveraging technology and systems to optimize workflows.

Qualifications

To thrive in this role, you should have:

• A minimum of 5 years of experience handling commercial lines accounts
• A valid and active 2-20 license.
• Proficiency with insurance agency management systems 
• Strong organizational, multitasking, and time-management skills to meet deadlines in a fast-paced environment.
• Exceptional communication and interpersonal skills, with the ability to build and maintain strong client and carrier relationships.
• A customer-focused mindset with a proactive approach to problem-solving.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• A commitment to continuous learning and development, keeping up with emerging industry trends.

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Commercial Lines Account Executive

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive to join a dynamic team. This role is pivotal in managing an assigned book of business, ensuring exceptional client service, and supporting the renewal process for a diverse portfolio of accounts, including Real Estate, Hospitality, Manufacturing, and Non-Profit organizations. The ideal candidate will bring a strong background in commercial lines insurance, a proactive approach to account management, and a commitment to excellence.

Compensation Package

• Salary: Up to $125,000 annually, commensurate with experience
• Benefits: Full benefits package provided
• Work Environment: Hybrid schedule (3 days in-office, 2 days remote) after training; full-time in-office during training
• Equipment: Company-provided equipment for remote work

Responsibilities

• Manage the day-to-day operations of an assigned book of business, including:
  • Invoicing
  • Claims reporting and follow-up
  • Premium breakdowns
  • Policy changes and reviews
  • Coverage comparisons
  • Responding to policy-related inquiries
• Assist in the renewal process for assigned and prospective clients, including:
  • Ordering updated loss information
  • Obtaining and reviewing updated client information
  • Handling renewal applications and marketing
  • Facilitating renewal pricing and preparing proposals and binders
  • Identifying opportunities for account rounding
• Collaborate with producers and team members to ensure client satisfaction and retention

Qualifications/Requirements

• Experience: 7-10+ years of experience in commercial lines insurance
• Licenses/Designations: Property & Casualty (P&C) license required; professional designations preferred
• Technical Skills: Proficiency with AMS software preferred but not required
• Skills: Strong organizational, communication, and problem-solving skills; ability to manage multiple priorities effectively
• Work Style: Self-motivated, detail-oriented, and capable of working both independently and collaboratively

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Commercial Lines Account Executive – Remote for NY Candidates
Must hold an active P&C insurance license, know EPIC management system and have contractor experience

Base Salary: $100,000-$120,000

A growing national agency is seeking a Commercial Lines Team Lead – a detail-oriented professional with strong knowledge of commercial lines insurance coverage, including experience with both admitted and non-admitted carriers. This role supports an established book of business and requires strong client service, coverage expertise, and the ability to lead and collaborate effectively.

Responsibilities

• Manage and service an established commercial lines book of business across multiple coverage lines, including construction-related accounts.
• Handle new and renewal business, including coverage reviews, endorsements, and policy accuracy checks.
• Prepare certificates, proposals, policy summaries, and other client documentation.
• Maintain strong client relationships through responsive, high-quality service.
• Support sales efforts and contribute to overall revenue retention and growth.
• Apply problem-solving techniques to issues related to cancellations, claims, renewals, audits, receivables, and carrier communications.
• Work independently or collaboratively to support team goals and operational efficiency.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• Prior experience in a commercial brokerage environment.
• Background managing a diverse commercial lines book of business.
• Strong client-facing and relationship-building skills.
• Experience reviewing insurance contracts for accuracy.
• Proficiency with agency management software (such as TAM or EPIC).

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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Senior Employee Benefits Account Manager

Job Summary

Seeking a highly experienced and professional Senior Employee Benefits Account Manager to join a niche agency specializing in employee benefits. This fully remote position offers the opportunity to work with large, self-funded employee benefits accounts, averaging 4,000 employees. As a key member of the team, you will act as an extension of the clients' HR and Finance departments, providing exceptional relationship-based service. This role is ideal for a seasoned professional with a strong background in employee benefits and a passion for delivering outstanding client support.

Compensation Package

• Salary Range: $95,000 to $150,000 annually
• 401(k): Employer-matched 401(k) plan
• Benefits: Comprehensive benefits package, including medical, dental, vision, group life insurance, long-term disability, and short-term disability
• Work Environment: Fully remote position (applicants must reside in Washington or Oregon)
• Equipment: Company-provided equipment for remote work

Responsibilities

• Manage a book of business consisting of three to five large employee benefits accounts, each with 2,000+ group lives
• Conduct one to two client meetings per week, focusing on relationship-based servicing
• Act as a trusted advisor and extension of clients' HR and Finance departments
• Handle quoting for new and renewal business as needed
• Collaborate with internal teams to ensure seamless service delivery
• Provide expert guidance on self-funded employee benefits plans

Qualifications/Requirements

• Education/Certifications: Life and Health Insurance License required; CEBS designation preferred
• Experience: Minimum of 7 years of experience in employee benefits account management (10+ years preferred)
• Technical Skills: Proficiency in BenefitPoint software
• Soft Skills:
  • Professional demeanor
  • Strong communication skills
  • Tactful and diplomatic
  • Ability to build and maintain strong client relationships
  • Detail-oriented and organized
• Location: Must reside in Washington or Oregon
• Travel: Some travel required

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Job Title: New Business Underwriter / Account Executive - MGA

Job Summary

Seeking a dynamic and results-driven New Business Underwriter / Account Executive to join a fast-paced and growing MGA team. This hybrid role is critical in driving new business growth by underwriting risks and fostering relationships with clients and brokers. The ideal candidate possesses expertise in both underwriting and account management, as well as strong customer service and problem-solving skills.

Responsibilities

• New Business Development: Proactively generate and manage new business opportunities by partnering with brokers, agents, and clients. Cultivate strong relationships to support long-term growth.
• Underwriting: Assess and evaluate risks to provide accurate and competitive underwriting decisions that align with company policies and objectives.
• Client Management: Serve as a key point of contact for assigned brokers and clients, nurturing relationships and ensuring their ongoing satisfaction.
• Market Research: Stay informed about market trends, competitor offerings, and regulatory changes to identify opportunities for growth.
• Cross-Functional Collaboration: Partner with internal teams (such as claims, operations, and marketing) to ensure seamless service delivery and client satisfaction.
• Report and Analysis: Prepare and present reports on new clients, policy performance, and market developments to senior management.
• Compliance: Ensure all underwriting practices comply with relevant regulatory standards and company guidelines.

Qualifications/Requirements

• Experience: Proven experience in underwriting and/or account management, preferably 3+ years in the insurance or MGA industry.
• Education: Bachelor's degree in business, finance, insurance, or a related field (or equivalent experience).
• Technical Skills: Strong understanding of underwriting processes, principles, and risk analysis. Proficiency in insurance software and systems.
• Communication Skills: Excellent verbal and written communication, along with strong interpersonal skills.
• Analytical Skills: High attention to detail with the ability to assess complex information to make sound, data-driven decisions.
• Problem Solving: Demonstrated ability to think critically and develop creative solutions in a fast-paced environment.
• Team Player: Ability to collaborate effectively with cross-functional teams.
• Certifications (Preferred): Relevant designations are a plus but not mandatory.

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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Commercial Lines Account Executive

Job Summary

Seeking a highly experienced and client-focused Commercial Lines Account Executive to join a dynamic and growing team. This role is an excellent opportunity to work with one of the largest brokers in the industry, offering significant room for professional growth, a hybrid work schedule, and a competitive compensation package. The ideal candidate will have extensive experience managing large, complex accounts, with a strong focus on client servicing and risk control strategy.

Compensation Package

• Salary Range: $110,000 - $150,000 per year
• Benefits: Comprehensive benefits package, including health insurance
• Work Schedule: Hybrid (3 days in office, 2 days remote)

Responsibilities

• Serve as the primary client-facing representative for large, complex accounts, including government contractors.
• Develop and implement high-level risk control strategies tailored to client needs.
• Manage layered programs and captives, ensuring optimal client outcomes.
• Provide exceptional client servicing, addressing inquiries, resolving issues, and maintaining strong relationships.
• Collaborate with internal teams to quote and renew business effectively.
• Utilize agency management system to manage accounts and ensure seamless operations.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license is required.
• Experience: Minimum of 10+ years of experience managing large, complex accounts.
• Expertise: Knowledge of layered programs, captives, and government contracting is highly preferred.
• Skills: Strong client servicing and risk control strategy capabilities.
• Technology: Proficiency in Sagitta and/or EPIC software is a plus.
• Education: Relevant educational background or equivalent professional experience.

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Commercial Lines Team Lead

Job Summary

Seeking a highly motivated and experienced Commercial Lines Team Lead to oversee and enhance the daily operations of the commercial lines department. This role is pivotal in ensuring the performance, efficiency, and profitability of the team while fostering a culture of collaboration and excellence. The ideal candidate will have a proven track record in team management, a deep understanding of account management, and a commitment to delivering exceptional client service.

Compensation Package

• Salary: $115,000 - $125,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide overall management and oversight of daily operations within the commercial lines department.
• Develop and implement strategies to improve performance, efficiency, and profitability.
• Enhance processes to support organizational goals and maximize productivity.
• Lead and mentor a team of service representatives, fostering knowledge sharing and collaboration.
• Ensure compliance with agency service standards, rules, regulations, and procedures.
• Design and implement systems and procedures to achieve financial and performance goals.
• Develop, document, and audit agency operating procedures and service expectations.
• Conduct interviews, hire personnel, and oversee team member training and performance evaluations.
• Monitor and evaluate the effectiveness of training programs, making adjustments as needed.
• Lead and direct the work activities of the team, ensuring alignment with organizational objectives.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 10+ years in account management.
  • At least 3 years of experience in a team lead or managerial role.
• Technical Skills: Proficiency in Epic software.
• Soft Skills:
  • Professional demeanor.
  • Strong sense of accountability.
  • Ability to work effectively with team members.
• Other Requirements:
  
  • Ability to quickly adapt and perform all required responsibilities with minimal training.

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Large Group Account Executive

Job Summary

Seeking a highly motivated and experienced Large Group Account Executive to join a dynamic team. This role is integral to managing and servicing a book of business consisting of 15-20 clients, primarily focusing on accounts with 100+ employees. The ideal candidate will have a strong background in self-funding, level funding, and fully insured accounts, as well as experience in renewal projections, marketing, and resolving escalated claims issues.

Compensation Package

• Salary Range: $80,000 - $125,000 (commensurate with experience)
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a book of business consisting of 15-20 clients.
• Act as a project manager for client accounts, ensuring seamless onboarding of new business and ongoing client satisfaction.
• Conduct renewal projections and assist with marketing efforts as needed.
• Address and resolve escalated claims issues in a timely and professional manner.
• Attend in-person client meetings as required, at least quarterly.
• Collaborate with internal teams to ensure client needs are met and growth goals are achieved.

Qualifications/Requirements

• Licenses/Designations: Life & Health license required; additional designations are a plus.
• Experience: 3-5 years in a broker or carrier Account Manager/Account Executive role, with a focus on medical insurance (not just ancillary).
• Technical Skills: Proficiency in Microsoft Office Suite; experience with proprietary systems is a plus.
• Soft Skills: Strong communication, organizational, and problem-solving skills. Ability to manage multiple priorities and maintain a client-focused approach.
• Education: Bachelor’s degree or equivalent experience preferred.
• Travel: Ability to travel to client meetings within driving distance of Seattle.

Additional Information

• Work Environment: Hybrid role with two days per week in the Seattle office.
• Training: Comprehensive training provided, tailored to the candidate’s experience level.

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