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. 

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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

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.

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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).

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Commercial Lines Account Manager

Job Summary

Pride on promoting work-life balance and providing exceptional service to clients. Currently seeking a skilled and experienced Commercial Lines Account Manager to join a team. This role involves managing a diverse book of business, assisting senior account managers, and delivering top-notch service to a clients in a fast-paced yet enjoyable work environment.

Compensation Package

• Salary Range: $50,000 - $65,000 annually, based on experience
• Benefits: Comprehensive benefits package

Responsibilities

• Provide full-service account management from A-Z for a book of business with at least $500,000 in revenue ($5-7 million in premium).
• Assist the Senior Account Manager in managing accounts, including construction and generalist accounts.
• Ensure timely and accurate servicing of policies, including renewals, endorsements, and client inquiries.
• Collaborate with team members to maintain a supportive and efficient work environment.
• Utilize EPIC software to manage accounts and streamline processes (experience with EPIC is a plus but not required).

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years in a similar role, with a proven track record of managing a book of business of comparable size.
• Technical Skills: Familiarity with EPIC software is a plus.
• Soft Skills: Strong interpersonal skills, excellent communication, attention to detail, ability to thrive in a fast-paced environment, and a team-oriented mindset.
• Work Ethic: Demonstrated good tenure and a positive, professional attitude.

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Non-Standard Growth Leader

Job Summary

Seeking a dynamic and experienced professional to join a senior leadership team as the Non-Standard Growth Leader. This role is pivotal in driving the growth and management of non-standard insurance business. The successful candidate will oversee a diverse portfolio spanning 10+ offices and their respective teams, while developing and implementing strategies related to products, pricing, distribution, customer retention, and profitability.

Compensation Package

• Base Salary: $80,000 - $100,000 annually
• Total Compensation: $150,000 - $200,000 annually

Responsibilities

• Lead and manage the non-standard insurance book of business across 12 offices.
• Develop and execute strategies to optimize products, pricing, distribution channels, customer retention, and profitability.
• Collaborate with the Chief Revenue Officer and Executive Leadership Team to align business objectives with organizational goals.
• Monitor market trends and adjust strategies to maintain competitiveness in the non-standard insurance sector.
• Provide leadership and guidance to office staff, ensuring alignment with company values and objectives.
• Analyze performance metrics and implement data-driven decisions to drive growth and efficiency.
• Represent the company in high-level meetings and presentations with stakeholders.

Qualifications/Requirements

• Experience: Extensive knowledge and experience in the non-standard insurance market and Property & Casualty (P&C) insurance.
  • Professional designations such as CPCU, CIC, or CPIA are highly desirable.
• Years of Experience: 8–15+ years in a leadership role within the insurance industry.
• Technical Skills: Ability to quickly learn and adapt to new software systems.

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Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a growing team. As a key member of the organization, you will be responsible for providing comprehensive A-Z servicing for standard personal lines accounts. This is an excellent opportunity to join a large, well-established brokerage with significant opportunities for professional growth.

Compensation Package

• Salary Range: $45,000 - $55,000 annually
• Benefits: Comprehensive benefits package offered

Responsibilities

• Manage and service a portfolio of standard personal lines accounts from start to finish (A-Z servicing).
• Handle both new and renewal business quoting.
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly.
• Maintain accurate and up-to-date records in the Epic software system.
• Collaborate with team members to ensure client satisfaction and retention.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 3 years of experience in personal lines insurance.
• Technical Skills: Proficiency in Epic software is preferred.
• Skills: Strong organizational, communication, and problem-solving skills.

#LI-RT1

Commercial Lines Account Manager

Job Summary

Seeking an experienced Commercial Lines Account Manager to manage a portfolio of commercial insurance accounts, foster strong client relationships, and ensure seamless communication between clients, carriers, and internal teams. The role requires excellent service delivery to drive client retention and support a collaborative, fast-paced environment. This opportunity is ideal for a motivated individual passionate about client success.

Responsibilities

• Act as the primary contact for assigned commercial lines accounts, addressing client inquiries and providing tailored insurance solutions.
• Administer daily servicing of commercial accounts, including policy changes, billing, claims assistance, coverage reviews, and renewal preparation.
• Build and maintain trusting relationships with commercial clients to align services with their insurance needs and business goals.
• Negotiate with insurance carriers to secure favorable terms and coverage options for client portfolios.
• Identify and resolve coverage gaps, provide risk management recommendations, and ensure clients have suitable protection.
• Facilitate onboarding and policy reviews for new clients to ensure accuracy and comprehensive coverage.
• Maintain accurate records and detailed documentation in the agency management system.
• Stay informed about industry trends, carrier updates, and compliance for informed client recommendations.
• Participate in meetings, training, and professional development activities in alignment with department goals.

Qualifications/Requirements

• Proven experience as a Commercial Lines Account Manager or in a similar insurance industry role.
• Active Property & Casualty insurance license required.
• In-depth knowledge of commercial insurance products and industry-specific risks.
• Strong customer service and communication skills for relationship-building with varied groups of individuals.
• Proficiency in agency management systems and applicable software.
• Analytical and organizational proficiency with a strong attention to detail and ability to prioritize tasks.
• Ability to work independently and effectively in a team-oriented environment.
• Dedication to continuous learning and professional growth within the insurance sector.

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-MS3

Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Manager to join a dynamic team.

Compensation Package

• Salary Range: $55,000 - $90,000 (depending on experience)
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business primarily consisting of large, complex accounts.
• Handle quoting for new and renewal business.
• Provide exceptional service to clients, ensuring their needs are met promptly and professionally.
• Collaborate with internal teams to ensure seamless account management and client satisfaction.
• Occasional travel to meet with clients.

Qualifications/Requirements

• Licenses/Designations: Active Property & Casualty (P&C) license required.
• Experience: 5+ years managing large commercial accounts preferred.
• Software Proficiency: EPIC experience required.
• Soft Skills:
  • Strong client service orientation.
  • Excellent organizational and time management skills.
  • Ability to work collaboratively within a team.
  • Detail-oriented with strong problem-solving abilities.
  • Commitment to a service-focused career path.

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-DR1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a dynamic and collaborative team. This role offers an excellent opportunity to work in a family-forward office environment where teamwork, professional growth, and long-term tenure are highly valued. The ideal candidate will have a strong background in managing commercial insurance accounts, including renewals, quoting, claims processing, audits, endorsements, certificates, and billing.

Compensation Package

• Salary Range: $65,000 - $75,000 annually, commensurate with experience.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a $3 million book of business, including small to middle-market accounts with premiums ranging from small to $100,000+.
• Handle all aspects of account management, including renewals, quoting, claims processing, audits, endorsements, certificates, and billing.
• Provide exceptional customer service to clients, ensuring their needs are met promptly and professionally.
• Collaborate with team members to achieve departmental goals and maintain a cohesive work environment.
• Utilize AMS360 software to manage accounts and ensure accurate record-keeping.
• Stay updated on industry trends and participate in continuing education opportunities, which are fully supported and encouraged by the company.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of experience in commercial lines account management, with a proven track record of handling both new and renewal business.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Skills: Strong organizational, communication, and problem-solving skills. Ability to manage multiple tasks efficiently and effectively.
• Work Ethic: A team-oriented mindset with a commitment to delivering high-quality service and contributing to a positive workplace culture.

#LI-KD1