Commercial CSR

Job Summary

Seeking a dedicated and experienced Commercial Customer Service Representative (CSR) to join a team. As a Commercial CSR, you will play a vital role in managing and servicing a diverse book of business, focusing on middle-market accounts. This position offers an opportunity to work in a family-oriented, stable, and collaborative environment where employees are valued and turnover is minimal. If you are passionate about providing exceptional service and thrive in a supportive workplace, we encourage you to apply.

Compensation Package

• Salary Range: $80,000 - $100,000 annually
• Health Insurance: 50% coverage for employees and their families
• Additional Benefits: Competitive compensation structure with opportunities for growth

Responsibilities

• Manage and service a book of business with $3-5 million in premium, focusing on middle-market accounts.
• Review and understand policies thoroughly to ensure accuracy and compliance.
• Handle a variety of accounts, including construction and contractor clients.
• Quote new and renewal business, ensuring timely and accurate processing.
• Collaborate with team members to cross-sell personal lines of insurance when applicable.
• Utilize EPIC software to manage client accounts and documentation efficiently.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Prior experience in commercial lines insurance is preferred.
• Technical Skills: Proficiency in EPIC software or similar agency management systems.
• Work Environment: Hybrid schedule with three days in-office required.
• Preferred Candidate Profile: Strong organizational skills, attention to detail, and the ability to manage a diverse portfolio of accounts.

#LI-JL1

Client Executive – Commercial Lines

Job Summary

Seeking a highly skilled and motivated Client Executive – Commercial Lines to join a team . This role is pivotal in managing and growing a portfolio of commercial clients through exceptional service, risk advisory, and sales activities. The ideal candidate will possess strong insurance expertise, consultative selling skills, and the ability to independently evaluate complex risks while balancing client retention and growth objectives. This position offers a high degree of autonomy and the opportunity to make a significant impact within our organization.

Compensation Package

• Base Salary: $40,000 – $60,000 annually
• Additional Earnings: New Business Commission (NB%) and lower renewal commission percentages, with total compensation likely in the $70,000 range.

Responsibilities

• Manage a portfolio of commercial clients by cultivating strong relationships, proactively identifying insurance needs, resolving service issues, and delivering exceptional client experiences to support retention and growth.
• Drive business growth by identifying and qualifying prospects through referrals, networking, and existing client relationships to generate new business opportunities.
• Conduct risk assessments and provide consultative recommendations regarding insurance coverage, policy structure, and risk management strategies.
• Coordinate all aspects of the policy lifecycle, including submissions, renewals, endorsements, cancellations, and coverage modifications, ensuring compliance with agency and carrier requirements.
• Maintain accurate and current client records, policy documentation, activity notes, and sales pipeline information within agency management systems and proprietary software platforms.
• Achieve established performance goals and key performance indicators (KPIs), including new business production, retention, cross-selling, and overall book growth.
• Develop and maintain strong relationships with carriers and underwriters, advocating for favorable coverage terms, conditions, and pricing.
• Collaborate with internal service teams, marketing personnel, carrier partners, and agency leadership to deliver comprehensive solutions and ensure a seamless client experience.
• Provide feedback on process improvements, service enhancements, market opportunities, and product development initiatives.
• Mentor and support Client Specialists and Client Managers as needed to strengthen team performance.
• Participate in continuing education and professional development activities to maintain expertise in commercial insurance products, industry trends, and regulatory requirements.

Qualifications/Requirements

• Active Property & Casualty Insurance License is required.
• Strong knowledge of commercial insurance and risk management practices.
• Proven sales, prospecting, and relationship-building skills.
• Excellent communication, negotiation, and presentation abilities.
• Ability to independently manage a book of business and sales pipeline.
• Proficiency with agency management systems, CRM platforms, and carrier portals.
• Strong organizational and time management skills.
• Commitment to professional development and staying current with industry trends and regulations.

#LI-CS1

Client Executive – Personal Lines

Job Summary

Seeking a dedicated and experienced Client Executive – Personal Lines to join a team. This role is pivotal in managing and growing a personal insurance book of business through relationship management, insurance consulting, and sales activities. As the primary point of contact for assigned clients, you will provide proactive service, identify opportunities to expand coverage, and improve account retention.

Compensation Package

• Base Salary: $40,000 – $60,000 (commensurate with experience)
• Additional Earnings: New business percentage (NB%) and lower renewal percentage, with total compensation potential in the $70,000 range
• Stability: Base salary does not decrease
• Existing Book of Business: Take on an established portfolio
• Professional Development: Opportunities for continuing education and growth

Responsibilities

• Manage a portfolio of personal lines clients, fostering trusted relationships and delivering exceptional service to ensure retention and satisfaction.
• Identify and pursue new business opportunities through referrals, networking, digital leads, and existing client relationships.
• Conduct coverage reviews, assess client needs, and recommend appropriate insurance solutions.
• Focus on account rounding and cross-selling opportunities to enhance client protection and increase account value.
• Oversee all aspects of the policy lifecycle, including quoting, policy issuance, renewals, endorsements, cancellations, and coverage modifications.
• Maintain accurate client records, policy documentation, and sales pipeline information within agency management systems.
• Achieve performance goals, including new business production, retention, cross-selling, referrals, and overall book growth.
• Develop and maintain strong relationships with carrier partners to provide competitive coverage options and service solutions.
• Collaborate with internal teams and leadership to deliver efficient service and comprehensive insurance solutions.
• Provide feedback on process improvements and participate in professional development activities to stay current with industry trends and regulatory requirements.

Qualifications/Requirements

• Licensing: Active Property & Casualty Insurance License
• Experience: Strong knowledge of personal insurance products and coverages
• Skills:
  • Proven sales, prospecting, and relationship-building abilities
  • Strong communication and customer service skills
  • Proficiency with agency management systems, CRM platforms, and carrier portals
  • Excellent organizational and time management capabilities
• Independence: Ability to manage a book of business and sales pipeline autonomously
• Professionalism: Commitment to delivering exceptional client experiences and achieving performance goals

#LI-CS1

Commercial Lines Assistant Vice President

Job Summary

Seeking a highly skilled and experienced Commercial Lines Assistant Vice President to join a growing and financially stable mid-sized insurance firm. This role is pivotal in supporting the Vice President in the day-to-day operations of the department, mentoring staff, and overseeing the Property & Casualty (P&C) book of business. If you are a collaborative leader with a passion for insurance and a desire to make a meaningful impact, we encourage you to apply.

Compensation Package

• Salary Range: $140,000 - $175,000 annually
• Benefits: Comprehensive benefits package available

Responsibilities

• Provide direct support to the Vice President in managing the department's operations.
• Assist in training and mentoring staff to foster professional growth and development.
• Help implement new team structures and revise job descriptions as needed.
• Oversee the P&C book of business for the department, ensuring high-quality service delivery.
• Collaborate with team members to improve processes and drive operational efficiency.
• Work on middle to large market accounts, primarily in the manufacturing, logistics, and hospitality industries.

Qualifications/Requirements

• Licenses/Designations: Active P&C license required; professional designations such as CIC, CRIS, CISR, CPCU, or ARM are a plus.
• Experience: Minimum of 10+ years in commercial lines insurance, with prior leadership experience and expertise in mid to large market accounts.
• Software Proficiency: Familiarity with AMS and EPIC systems (transitioning to EPIC).
• Soft Skills:
  • Must-have: Process improvement mindset, mentorship abilities, and strong organizational/detail-oriented skills.
  • Desired: Collaborative nature and initiative-taking attitude.

#LI-DM2

Commercial Lines Account Executive

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Executive to join a team. This role involves managing a robust book of business, focusing on renewals, and providing exceptional service to a clients. The ideal candidate will have a strong understanding of commercial insurance products, risk management principles, and alternative risk financing strategies, including captive insurance programs.

Compensation Package

• Salary Range: $85,000 - $105,000 annually + bonus & commission opportunities
• Commission Opportunities: Yes
• Bonus Opportunities: Yes
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business with a premium size of $8-9 million, consisting of approximately 45 accounts.
• Focus on renewals, which constitute 85% of the workload, while also handling new business as needed.
• Serve clients across industries such as hospitality, wholesale, professional lines, main street businesses, and real estate.
• Collaborate with top carriers, including Cincinnati, Travelers, CHUBB, and Captive.
• Utilize the Applied EPIC agency management system to maintain accurate records and streamline processes.
• Provide expert advice on commercial insurance products and risk management strategies, including captive insurance programs.
• Build and maintain strong relationships with clients, ensuring their needs are met with professionalism and efficiency.
• Participate in minimal travel to meet with clients as required.

Qualifications/Requirements

• Proven experience in commercial insurance, with a strong understanding of risk management principles and alternative risk financing strategies.
• Familiarity with industries such as hospitality, wholesale, professional lines, main street businesses, and real estate.
• Proficiency in using the Applied EPIC agency management system or similar platforms.
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
• Strong organizational and time-management skills to handle a diverse portfolio of accounts.
• Ability to work effectively in a hybrid work environment, with two days onsite and two days remote each week.
• Commitment to upholding the company’s core values and contributing to a family-oriented workplace culture.

#LI-TR2

Private Client Account Executive

Job Summary

Seeking an experienced and detail-oriented Premier Private Client Account Executive to join a growing team. This in-office position works closely with the agency principal and is responsible for quoting and binding new business, conducting renewal reviews to support client retention, and delivering exceptional service in a fast-paced environment. The ideal candidate will have a deep understanding of the unique needs of high-net-worth clientele and possess strong policy and product knowledge across high-net-worth carrier partners.

Compensation Package

• Sign-On Bonus
• Competitive salary based on experience
• Company-paid Health, Dental, Vision & Life Insurance
• Quarterly & Annual Agency Growth Bonuses
• Company-paid AAA membership
• Optional in-house gym membership

Responsibilities

• Manage and service, with support, an assigned high-net-worth book of business for accounts over $50K in premium.
• Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications, and binder processes through policy issuance.
• Create applications, supplemental forms, binders, coverage summaries, Broker of Record forms, certificates, Evidence of Property, and Auto ID cards.
• Prepare and conduct high-level client renewal reviews.
• Stay current on industry trends, product developments, coverage updates, and emerging technologies.
• Meet agency-defined service and quality metrics.
• Ensure policy compliance and maintain confidentiality of company and client information.
• Assist with projects and other duties as assigned by management.
• Act as a team player by supporting colleagues and providing backup for other Account Managers as needed.

Qualifications/Requirements

• Experience:
  • 5+ years of high-net-worth personal lines experience with a minimum of 3 years working with accounts of $50K+ in total premium.
  • Experience and familiarity with leading high-net-worth carriers such as Chubb, AIG, PURE, Cincinnati, and Berkley One, as well as working with wholesale brokers on hard-to-place Excess & Surplus Lines business.
• Licensing:
  • Active Property & Casualty Insurance License in good standing.
• Skills:
  • Strong problem-solving abilities with the capacity to make independent decisions and develop solutions that support outstanding client experience and team objectives.
  • Effective listening and communication skills to identify needs, troubleshoot issues, and provide professional insurance guidance.
  • Exceptional verbal, written, and presentation skills.
  • Excellent organizational, planning, problem-solving, and multitasking abilities.
  • Proficiency in agency management systems, carrier portals, MS Office applications (Word, Excel, Outlook & Teams), and other essential technologies such as Scribe.
  • Ability to adapt to shifting priorities, be resourceful, and embrace change.
  • Strong people skills and the ability to build and maintain client relationships.
  • Commitment to continuous process improvement and team development.
• Additional Attributes:
  • Highly self-motivated with a strong work ethic and resilience to work through challenges.
  • Flexibility to take on additional responsibilities and projects as needed.

#LI-TM1

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

Commercial Insurance Client Executive- Remote near Savannah, GA 

Compensation, $85k-$115k Base Salary + Bonus Incentives, Impressive Benefit Package including matching 401k.

Summary:

Established Insurance agency seeking to hire a Commercial Insurance Account Executive 

Job Duties:

• Full Knowledge of insurance products and usages
• Ability to advise and consult with clients re: their insurance coverages. Client Facing.
• Work closely with Producer to Advise Clients and Market new and renewal business 
• Manage workflow of assigned book of business and delegate workflow
• Maintain accounts in accordance with organizational guidelines
• Service and monitor account activity.
• Call existing insured to compliment or “round out” personal accounts.
• Work strategically with sales staff to optimize relationships and protect client’s business.
• Perform special projects as directed by the VP, Commercial Lines.
• Review policies and coverage for accuracy and rating calculations.
• Process endorsements, placement requests and invoicing.
• Complete and prepare certificates, proposals, policy summaries and reviews.
• Develop and maintain excellent relationships with our partners, carriers and vendors.
• Responsible for marketing process & quoting new and renewal business

Qualifications:

• 10+ Years working with middle market accounts in agency environment
• Ability to meet/w clients and discuss insurance mitigation strategies
• Must be organized
• Ability to delegate workflow
• Ability to multi task
• Strong math & technical skills
• Experienced with AMS 360 or equivalent agency management system 

#INDTJG-ST

#LI-RM10 
#Remote 

Client Executive, Employee Benefits

Job Summary

Seeking a highly skilled and experienced Client Executive to join a Employee Benefits team. This role is pivotal in managing and growing our employee benefits client base, providing innovative solutions to manage health plans, mitigate risks, and reduce overall employee benefits costs. The ideal candidate will have a strong background in health insurance strategies, exceptional client service skills, and the ability to thrive in a collaborative team environment. This position requires a minimum of 10-12 years of industry experience and an active Life & Health license.

Compensation Package

• Salary: Up to $115,000, commensurate with experience
• Benefits: Competitive employee benefits package, including health insurance

Responsibilities

• Develop and implement strategies for clients’ employee benefits programs, including compliance, HR policies, employee communication, and payroll/benefits administration.
• Co-manage the client service experience, fostering strong relationships with client teams.
• Address and resolve day-to-day client and vendor-related service issues promptly and effectively.
• Assist with marketing new business opportunities and analyzing proposals to recommend plan changes.
• Coordinate renewals or changes with carriers for existing accounts.
• Review policies for accuracy and completeness.
• Continuously enhance insurance knowledge and skills through educational opportunities.

Qualifications/Requirements

• Education: Bachelor’s degree in finance, business, marketing, risk management, or human resources management is strongly preferred.
• Experience: Minimum of 10-12 years of industry experience on the agency side is strongly preferred.
• Licensing: Active Life & Health license is required.
• Technical Skills: Experience with the EPIC agency management system is highly preferred.
• Knowledge: Extensive understanding of health insurance strategies, including alternative funding methods (level funding, self-funding), stop-loss marketing, Rx programs, reference-based pricing, and direct contracts.
• Skills:
  • Excellent communication and interpersonal skills.
  • Strong organizational and process-oriented abilities.
  • Ability to multi-task and prioritize client needs effectively.
  • Self-motivated and results-driven.

#LI-SL1

Commercial Lines Account Executive 
Job Summary

Seeking a dedicated and motivated professional to join a team. This role offers an exciting opportunity to contribute to a dynamic and innovative organization. The ideal candidate will bring a strong work ethic, a commitment to excellence, and a passion for delivering results. If you are looking for a challenging and rewarding career, we encourage you to apply.

Compensation Package

• Competitive salary commensurate with experience.
• Comprehensive health, dental, and vision insurance.
• Generous paid time off and holiday schedule.
• Opportunities for professional development and career advancement.

Responsibilities

• Perform assigned duties with a high level of professionalism and attention to detail.
• Collaborate effectively with team members to achieve organizational goals.
• Contribute to the development and implementation of projects and initiatives.
• Maintain accurate records and documentation as required.
• Communicate effectively with internal and external stakeholders.
• Uphold company values and adhere to established policies and procedures.

Qualifications/Requirements

• Proven experience in a similar role is preferred.
• Strong organizational and time-management skills.
• Excellent communication and interpersonal abilities.
• Ability to work independently and as part of a team.
• Proficiency in relevant software and tools.
• A commitment to continuous learning and professional growth.

#LI-PM1