Account Representative – Commercial Insurance (Middle Market & Large Accounts)

Position Summary

Our client is seeking an experienced Commercial Insurance Account Representative to support a portfolio of middle market and large commercial accounts, with a primary focus on the real estate, healthcare, and construction industries. This role is responsible for delivering exceptional client service, managing renewals, coordinating policy changes, and supporting producers in the day-to-day management of complex commercial accounts.

A strong background in commercial insurance marketing is required, as this individual will be responsible for marketing new and renewal business to carriers, negotiating with underwriters, and securing competitive coverage solutions for clients.

Key Responsibilities

• Manage a book of middle market and large commercial insurance accounts from renewal through policy servicing.
• Serve as the primary point of contact for clients, providing responsive service and building long-term relationships.
• Coordinate renewals, policy changes, endorsements, certificates of insurance, audits, and other account servicing activities.
• Prepare, review, and present renewal proposals and coverage recommendations.
• Market new and renewal business to insurance carriers and negotiate competitive pricing, terms, and coverage enhancements.
• Develop and maintain strong relationships with carrier partners and underwriters.
• Prepare comprehensive marketing submissions, including underwriting narratives, exposure information, and supporting documentation.
• Collaborate closely with producers to develop account strategies and identify opportunities to strengthen client insurance programs.
• Analyze carrier quotations and provide coverage comparisons and recommendations.
• Stay current on carrier appetites, underwriting guidelines, market conditions, and emerging commercial insurance products.
• Maintain accurate client records and documentation within the agency management system.
• Ensure all client service and marketing activities are completed accurately and within established timelines.

Qualifications

• Minimum of 5 years of experience as a Commercial Insurance Account Representative, Account Manager, or similar client-facing role.
• Required: Proven commercial insurance marketing experience, including marketing new and renewal business directly to insurance carriers.
• Demonstrated experience handling Real Estate healthcare, or  Construction accounts within the Middle Market and Large Account segment.
• Experience working directly with underwriters to negotiate pricing, coverage, and program structure.
• Strong knowledge of commercial property, general liability, umbrella, workers' compensation, professional liability, and other commercial insurance products.
• Excellent customer service, communication, and relationship management skills.
• Strong analytical, organizational, and problem-solving abilities.
• Ability to manage multiple priorities in a fast-paced environment while maintaining exceptional attention to detail.
• Proficiency with Applied Epic
• Active Property & Casualty License required or preferred, depending on state requirements.

Preferred Qualifications

• Experience working with national and regional insurance carriers.
• Knowledge of complex commercial placements and alternative risk solutions.
• Professional designations such as CISR, CIC, CRM, or CPCU are a plus.

What Success Looks Like

The successful candidate will provide outstanding service to commercial clients while effectively managing complex insurance programs. They will leverage their commercial marketing expertise to obtain competitive coverage solutions, build strong relationships with carriers and underwriters, support producers in growing the book of business, and contribute to the continued success of our client's commercial insurance practice.

Insurance Placement Specialist

Job Summary

Seeking a highly skilled and professional Insurance Placement Specialist to join a team. In this role, you will be responsible for marketing accounts, consulting with Producers and Account Executives, negotiating premiums and terms with insurance carrier underwriters, preparing proposals, and binding coverage. If you are a results-driven professional with excellent communication and technical skills, we encourage you to apply.

Compensation Package

• Salary Range: $110,000 - $120,000 annually
• Competitive benefits package
• Opportunities for professional growth and development

Responsibilities

• Collaborate with Producers and Account Executives to market accounts and respond to inquiries regarding new business.
• Manage and analyze insurance-related information to identify appropriate carriers for risks in a timely manner.
• Negotiate premiums, coverages, terms, and conditions with insurance carriers for prospective clients.
• Build and maintain strong relationships with insurance carrier underwriters and marketing personnel to identify business opportunities.
• Prepare and send new/remarket business submissions to insurance companies.
• Provide consultation to Producers on market risks, coverage structures, and pricing strategies.
• Prepare proposals, bind coverage, and deliver finalized documents to Producers.
• Utilize online carrier rating systems to quote submissions and maintain a marketing database.
• Assist in executing marketing strategies and objectives to drive business growth.
• Analyze lines of coverage and insurance company trends to maximize opportunities for new business placement and customer retention.
• Conduct market research to identify sales opportunities.
• Maintain and strengthen relationships with carrier partners.
• Perform other duties as assigned.

Qualifications/Requirements

• Proven experience in insurance placement, underwriting, or a related field.
• Strong technical skills and the ability to manage and analyze complex insurance-related information.
• Excellent communication skills, with the ability to collaborate effectively across teams and with external partners.
• Demonstrated ability to negotiate premiums, terms, and conditions with insurance carriers.
• Proficiency in using online carrier rating systems and maintaining marketing databases.
• Strong organizational skills and attention to detail.
• Ability to travel up to 10% of the time.
• A professional demeanor and a results-driven mindset.

#LI-CS1

Job Title: Commercial Insurance Account Manager- Transportation Accounts

Job Summary

Seeking a highly motivated and detail-oriented Commercial Insurance Transportation Account Manager to join a dynamic team. In this role, you will build and maintain strong relationships with clients, deliver exceptional customer service, and ensure the seamless management of a diverse portfolio of commercial insurance accounts. You will work closely with producers, underwriters, and other internal teams to provide tailored risk management solutions for clients. If you're an experienced professional with a passion for customer satisfaction and a deep knowledge of the insurance industry, we encourage you to apply.

Responsibilities

• Manage and maintain an assigned portfolio of commercial insurance accounts, ensuring client satisfaction and retention.
• Serve as the primary point of contact for clients, responding promptly to inquiries, resolving issues, and providing expert guidance on insurance policies.
• Collaborate with sales producers and underwriters to design and present comprehensive insurance solutions tailored to meet clients' unique business needs.
• Process policy renewals, endorsements, cancellations, and other transactions with accuracy and timeliness.
• Conduct periodic policy reviews with clients to discuss coverage options, identify potential gaps, and assess evolving insurance needs.
• Assist with claims processing by guiding clients through procedures and liaising with insurers for efficient resolution.
• Monitor and document client interactions in the agency management system to ensure transparency and continuity of service.
• Stay current with insurance industry trends, regulations, and market developments to provide informed advice to clients.
• Actively contribute to ongoing process improvements, team collaboration, and department initiatives.

Qualifications/Requirements

• Proven experience as an Account Manager (minimum of 3+ years) in commercial insurance or a related role.
• Active and valid P&C (Property and Casualty) License.
• Strong knowledge of commercial insurance products, coverage types, and industry practices.
• Exceptional customer service skills with a proactive and client-focused approach.
• Strong organizational abilities, including prioritizing tasks, managing deadlines, and keen attention to detail.
• Excellent verbal and written communication skills, with the ability to explain complex insurance concepts clearly.
• Proficiency in agency management systems (e.g., AMS360, Applied Epic) and Microsoft Office Suite.
• Team player with a strong work ethic and the ability to thrive in a collaborative environment.
• Experience working with a variety of industries or specialized insurance markets - preferred.

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-SL1

Garage Underwriter – Texas (In-Office)

Job Summary

Seeking a skilled and experienced Garage Underwriter to join a Commercial Lines team. This role involves evaluating, pricing, structuring, and placing garage-related risks while collaborating with carrier underwriters to negotiate competitive and compliant coverage solutions. As a Garage Underwriter, you will manage an existing portfolio of garage business while driving new production, ensuring revenue growth, profitability, and market development within this niche segment. This position offers significant autonomy, direct visibility to leadership, and the opportunity to make a measurable impact on the organization’s success.

Compensation Package

• Annual Salary: $53,000 – $63,000 (commensurate with experience and qualifications)
• Incentives: Performance-based incentives tied to production and portfolio growth
• Benefits: Eligible for company-sponsored benefits in accordance with company policy

Responsibilities

Production & Underwriting

• Evaluate, quote, and bind garage risks, including repair shops, dealerships, towing operations, body shops, and automotive service centers.
• Analyze exposures, financial indicators, operational controls, and loss history to determine eligibility, pricing, and coverage structure.
• Develop comprehensive coverage programs, including Garage Liability, Garagekeepers, Property, Inland Marine, and Umbrella policies.
• Serve as the primary production driver for the garage segment, maintaining a consistent monthly new business cadence.
• Balance competitiveness with underwriting discipline to ensure long-term portfolio profitability.
• Build and actively manage a specialized niche book of business within the Texas garage marketplace.

Carrier & Market Management

• Develop and maintain strong relationships with carrier underwriters.
• Negotiate pricing, coverage enhancements, deductibles, and policy terms to optimize placement outcomes.
• Identify optimal carrier markets and expand underwriting capacity.
• Stay informed on carrier appetite changes, underwriting guidelines, and emerging market opportunities.

Portfolio Management & Revenue Growth

• Manage renewal strategies to improve retention, pricing adequacy, and coverage alignment.
• Monitor book performance, including premium growth trends, retention metrics, and loss performance.
• Identify cross-sell opportunities to enhance account protection and revenue stability.
• Support the long-term profitability of the garage portfolio.

Operational Execution & Compliance

• Maintain accurate and timely documentation within agency management systems.
• Ensure compliance with underwriting guidelines, regulatory requirements, and internal procedures.
• Coordinate with service team members to ensure smooth onboarding and ongoing account servicing.
• Support reporting initiatives related to production, retention, and portfolio performance.

Qualifications/Requirements

Required:

• Active Texas Property & Casualty license or ability to obtain promptly.
• Minimum of 2 years’ experience in commercial lines insurance with a focus on garage, transportation, or automotive service risks.
• Experience working directly with carrier underwriters and navigating underwriting guidelines.
• Strong analytical, negotiation, and problem-solving skills.
• High School diploma or equivalent.

#LI-TM1

Position Summary

Commercial Insurance Marketing Manager, Hybrid, ATL, GA $100-$125K+

Responsible for developing and executing marketing strategies to effectively quote and place commercial insurance accounts.
This role involves collaborating with producers and account managers to assess client needs, negotiate with carriers, and ensure optimal coverage and pricing.
The Marketing Manager plays a pivotal role in enhancing client satisfaction and agency profitability through strategic market engagement and relationship management.

Key Responsibilities

• Market Analysis & Strategy Development

  • Conduct strategy meetings for prospect and renewal accounts requiring marketing efforts.

  • Develop individual account marketing strategies based on operational and relationship philosophies.

  • Provide up-to-date market intelligence on products, services, programs, and carrier appetites.

• Carrier & Broker Negotiations

  • Present client information to insurance carriers and brokers.

  • Negotiate terms and conditions of insurance quotations to fulfill client needs and exposure to risk.

  • Build and maintain strong relationships with carriers and brokers.

• Submission & Proposal Management

  • Create client proposals utilizing agency templates and management system data.

  • Ensure consistency, compliance, and quality in all submissions.

  • Oversee the submission process, including reviewing drafts and ensuring all corrections are addressed.

  • Prepare and present proposals to clients, ensuring all necessary documentation is included.

• Account Management & Client Liaison

  • Serve as a resource to the commercial lines department, continuously developing market and coverage knowledge.

  • Advise clients on coverage options and risk management strategies.

  • Assist in the resolution of complex account issues and concerns.

• Administrative & Compliance Oversight

  • Maintain agency systems, including document management, according to agency policies and procedures.

  • Ensure adherence to agency procedures that enforce E&O controls and data integrity.

  • Track new business and hit ratios to assess marketing effectiveness.

Qualifications

• Education & Experience

  • High School Diploma or GED equivalent required; Bachelor's degree preferred.

  • Minimum of 5 years of commercial lines account management experience, preferably with marketing experience.

  • Experience handling mid-large property and casualty accounts.

• Licensing & Certifications

  • Active General Lines Property and Casualty license required.

  • Insurance industry professional designations preferred (e.g., CIC, CPCU).

• Skills & Abilities

  • Strong interpersonal skills with the ability to build relationships with internal and external clients.

  • Exceptional attention to detail and organizational skills.

  • Intermediate or advanced proficiency in Microsoft Office programs.

  • Experience with agency management systems (e.g., Applied Epic, AMS360) preferred.

  • Ability to work effectively and efficiently independently and within a team environment.
    
    

#INDTJG-ST

#LI-RM10 

Quoting Specialist – Personal & Commercial Lines
Location: Lower Brooklyn, NY
Compensation: $60,000 – $80,000 + Growth Opportunity
Schedule: Full-Time | In-Office/Hybrid Flexibility Based on Experience

A well-established mid-sized independent insurance agency is seeking a Quoting Specialist to join the team. This role is ideal for an insurance professional who enjoys marketing accounts, working directly with carriers, and handling a wide variety of business across both Personal and Commercial Lines.

This position will work closely with the agency principals, receiving internal leads directly from ownership and helping take submissions from intake through binding and proposal presentation. The agency is looking for someone organized, proactive, and comfortable handling multiple account types in a fast-paced environment.

Responsibilities

• Market and quote both Personal and Commercial Lines accounts with multiple carriers
• Handle inbound/internal opportunities generated directly by agency leadership
• Prepare professional proposals and present coverage options to clients
• Review submissions for completeness and gather additional underwriting information as needed
• Market and negotiate accounts with carriers to secure competitive coverage and pricing
• Bind coverage and manage the process through policy issuance
• Work on a broad mix of business including:
  • BOPs
  • General Liability
  • Commercial Property
  • Real Estate Accounts
  • Homeowners
  • Auto
  • Renters
  • Umbrella and additional personal lines products
• Maintain strong carrier relationships and stay current on underwriting appetites and market conditions
• Assist with remarketing existing business when needed
• Collaborate with producers and agency leadership to support growth initiatives

Qualifications

• Experience within an independent insurance agency environment preferred
• Background quoting and marketing either Commercial Lines, Personal Lines, or both
• Strong understanding of coverage placement and underwriting requirements
• Experience handling BOP, GL, Property, and Personal Lines business preferred
• Ability to manage accounts from submission through binding
• Strong communication and organizational skills
• Comfortable working in a fast-paced environment with multiple priorities
• Experience with agency management systems Applied Epic prefered 
• Active Property & Casualty license preferred or willingness to obtain quickly

Compensation & Growth

• Base salary ranging from $60,000 – $80,000 depending on experience
• Strong long-term growth opportunity within the agency
• Exposure to agency leadership and high-level client opportunities
• Stable and collaborative team environment within a growing independent agency

CL Department Leader

Job Summary

Seeking an experienced and dynamic Commercial Lines (CL) Department Leader to oversee and manage a Commercial Lines team. This role is pivotal in ensuring the success of the department by leading a team of professionals, managing a book of business, and handling complex submissions. The ideal candidate will bring a wealth of commercial insurance experience, strong leadership skills, and a commitment to excellence.

Compensation Package

• Salary Range: $120,000 - $170,000 annually (commensurate with experience)
• 401(k): 4% safe harbor contribution
• Comprehensive benefits package, including health, dental, and vision insurance
• Paid time off and professional development opportunities

Responsibilities

• Lead and manage the Commercial Lines team, ensuring high performance and collaboration.
• Oversee a book of business valued at approximately $600,000, with accounts ranging from $1,000 to $700,000.
• Handle both new and renewal business submissions, with a focus on complex cases.
• Provide mentorship and guidance to team members, fostering professional growth and development.
• Ensure the team meets and exceeds client expectations by delivering exceptional service.
• Utilize AMS360 software to manage accounts and streamline operations.
• Collaborate with leadership to develop and implement strategies for department growth and efficiency.

Qualifications/Requirements

• Experience:
  • 8-10 years of commercial insurance experience.
  • At least 2 years of supervisory or management experience.
• Licenses/Designations:
  • CIC, CPCU, or AINS preferred (CISR not required).
• Extensive knowledge of commercial insurance practices and policies.
• Proficiency in AMS360 software.
• Strong analytical and problem-solving skills, with the ability to handle complex submissions.
• Excellent communication and interpersonal skills, with a focus on team leadership and client satisfaction.
• Ability to work in a hybrid environment (4 days in-office, 1 day remote after 90 days).

#LI-AK3

Risk Placement Specialist

Job Summary

Seeking a highly motivated and experienced Risk Placement Specialist to join a team. This role is ideal for a professional with a strong background in insurance, a deep understanding of market appetites, and a passion for carrier-facing and quoting activities. The successful candidate will excel in problem-solving, demonstrate persistence, and thrive in a collaborative, face-to-face office environment. This position is a hybrid role, requiring 2-3 days in the office weekly.

Compensation Package

• Salary Range: $75,000 - $100,000 annually, commensurate with experience.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Develop and maintain strong relationships with carriers to facilitate favorable outcomes for clients.
• Quote new and renewal business, ensuring competitive and accurate pricing.
• Identify and understand market trends, carrier appetites, and opportunities to meet client needs.
• Collaborate with internal teams to ensure seamless communication and efficient workflows.
• Attend carrier meetings twice a week to foster relationships and negotiate terms.
• Provide support to account managers and other team members as needed.
• Handle complex insurance placements and ensure timely resolution of issues.

Qualifications/Requirements

• Experience: Minimum of 3 years in the insurance industry, with a focus on marketing, account management, or risk placement.
• Licenses/Certifications: Property & Casualty (P&C) license required.
• Technical Skills: Proficiency in Applied Epic and familiarity with carrier websites.
• Soft Skills:
  • Strong problem-solving abilities.
  • Persistent and results-driven mindset.
  • Excellent interpersonal and communication skills.
  • Ability to work collaboratively in a team environment.
  • Detail-oriented with strong organizational skills.
• Education: Bachelor’s degree preferred but not required.

#LI-RM10

WHOLESALE P&C UNDERWRITER - TX, LA, MS, AL, GA

Job Summary

Seeking a highly motivated and experienced Wholesale P&C Underwriter to expand the market in either Texas, Louisiana, Mississippi, Alabama, or Georgia. 

Compensation Package

• Base Salary: $65k-$80k commensurate with experience.
• Benefits: Comprehensive benefits package, including 401(k) plan.
• Work Environment: Ability to work remotely.

Responsibilities

• Provide guidance on markets, coverages, and underwriting decisions.
• Collaborate with the team to ensure the growth and profitability of the branch.
• Build and maintain strong relationships with agents and clients.
• Travel to meet with agents and foster business relationships as needed.

Qualifications/Requirements

• 5+ years of experience in an Underwriter role focusing on property and casualty accounts.
• Experience working with/ quoting with a variety of E&S carriers and companies.
• Having solid experience with underwriting and being able to quote on site is preferred.
• Strong knowledge of commercial lines, including property and casualty insurance.
• Exceptional communication, organizational, and problem-solving skills.
• Ability to work effectively in a fast-paced environment.
• Strong self discipline to work while on the road and out of the office.
• A results-driven mindset with a focus on achieving business growth and operational excellence.

#LI-SL1

WHOLESALE/GARAGE UNDERWRITER - LA, MS, AL

Job Summary

Seeking a highly motivated and experienced Wholesale Garage Underwriter to expand the market in either Louisiana, Mississippi, or Alabama. 

Compensation Package

• Base Salary: $65k-$80k commensurate with experience.
• Benefits: Comprehensive benefits package, including 401(k) plan.
• Work Environment: Ability to work remotely.

Responsibilities

• Provide guidance on markets, coverages, and underwriting decisions.
• Collaborate with the team to ensure the growth and profitability of the branch.
• Build and maintain strong relationships with agents and clients.
• Travel to meet with agents and foster business relationships as needed.

Qualifications/Requirements

• 5+ years of experience in an Underwriter role focusing on either garage or transportation accounts.
• Experience working with/ quoting with a variety of E&S carriers and companies.
• Having solid experience with underwriting and being able to quote on site is preferred.
• Strong knowledge of commercial lines, including property and casualty insurance.
• Exceptional communication, organizational, and problem-solving skills.
• Ability to work effectively in a fast-paced environment.
• Strong self discipline to work while on the road and out of the office.
• A results-driven mindset with a focus on achieving business growth and operational excellence.

#LI-SL1