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-RP1
#INDTJG-MWT

Marketing Specialist - Commercial Insurance

Job Summary

Seeking a dedicated and experienced Marketing Specialist to join an independently owned retail commercial insurance agency. This is a full-time, in-office position requiring a professional with a strong background in marketing within the insurance industry. The ideal candidate will be responsible for quoting small, middle, and large new business accounts, as well as remarketing renewal business requiring new placement. Familiarity with standard insurance carrier rating systems is essential, though training will be provided for any unfamiliar systems. This role demands a blend of creativity, technical proficiency, and analytical skills to excel in the dynamic field of commercial insurance.

Compensation Package

• Salary: Starting at $80,000.00, commensurate with experience
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Build and maintain strong relationships with insurance carriers, including attending monthly meetings.
• Utilize insurance carrier portals to rate accounts and submit quotes for small, middle, and large-sized accounts.
• Submit submissions directly to carriers, including wholesalers, for harder-to-place business.
• Log activities for all accounts and follow up as necessary.
• Collaborate with producers and account managers to collect and provide additional underwriting data to insurance companies.
• Develop knowledge of carrier appetites and explore new markets when applicable.
• Manage employee logins for carrier portals as the primary marketing contact.

Qualifications/Requirements

• Minimum of 5 years of proven experience in a marketing role within the insurance industry.
• Active Property & Casualty Insurance License.
• Strong communication skills, both written and verbal, with exceptional attention to detail.
• Ability to work effectively in a team environment while also being self-motivated.
• Familiarity with quoting platforms and a solid understanding of insurance coverages is highly desirable.
• Tech-savvy with the ability to quickly learn and operate insurance carrier systems.

#LI-CS1

Select Commercial Inside Sales and Marketing Specialist

Job Summary

Seeking a dedicated and experienced Select Commercial Inside Sales and Marketing Specialist to join a team. This full-time position offers a unique opportunity to serve as a trusted advisor between clients and insurance carriers, ensuring outstanding service and advisory support. The role focuses on building and maintaining client relationships, prospecting new business opportunities, and providing tailored insurance solutions. If you are motivated, detail-oriented, and passionate about delivering exceptional service, we encourage you to apply.

Compensation Package

• Salary: $50,000 - $70,000 annually, plus commission

Responsibilities

Prospecting

• Develop strategies to identify and secure new business opportunities.
• Generate B2B sales for accounts with premiums under $25,000 through referrals and cold calling.
• Handle incoming prospect inquiries via phone, walk-ins, and website leads.
• Analyze client insurance programs and recommend improvements.
• Build and maintain strong client relationships while achieving annual sales targets.

New Business Placement

• Maintain in-depth knowledge of current insurance products and market trends.
• Compile underwriting information and prepare applications for submission.
• Negotiate pricing, policy terms, and conditions with insurance carriers.
• Present quotes and recommendations to clients, ensuring all documentation is accurate.
• Issue binders, certificates, and other necessary documents for new accounts.

Additional Responsibilities

• Provide rating and quoting support for commercial client service teams.
• Adhere to agency processes, including documentation and compliance guidelines.
• Participate in internal and external educational programs to enhance skills and knowledge.
• Attend regular department and company meetings.

Qualifications/Requirements

Required:

• Valid Property, Casualty, Life, and Health Insurance Licenses.
• Proven experience managing small commercial insurance accounts.
• Strong organizational, analytical, and critical thinking skills.
• Ability to identify client risks and recommend appropriate solutions.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office and agency management software.
• Professional demeanor and positive attitude.

#LI-CS1

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

Commercial Insurance Inside Sales/Placement Specialist

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

The ideal candidate will have the following qualifications:

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Responsible for retention of all accounts assigned to them.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

#LI-BJ1

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

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

Job Title: High Net Worth Personal Lines Account Manager

Job Summary

Seeking a highly motivated and detail-oriented Personal Insurance Account Manager who has experience with high net worth clients 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 personal 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 5+ years) in personal insurance handling high net worth clients.
• 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 Epic agency management systems and Microsoft Office Suite is a MUST.
• 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