Agency Manager / Office Manager

Job Summary

Seeking a dynamic and professional Agency Manager / Office Manager to join a team. This is a hands-on leadership role that supports agency operations, fosters agent relationships, drives business development, and contributes to company growth. This is not a traditional office manager or personal assistant role; looking for someone who can take ownership, solve problems, and build trust across the organization. If you are proactive, organized, and business-minded with a strong background in commercial lines insurance, we encourage you to apply.

Compensation Package

• Salary: $125,000–$135,000 annually, plus performance-based bonus.
• Schedule: Full-time, in-office, five days per week.

Responsibilities

• Operations & Technology: Evaluate and implement software systems, train employees, and enhance operational processes.
• Agent Relations: Build and maintain relationships with independent agents, provide support, and gather feedback to improve services.
• Problem-Solving: Address customer complaints and operational challenges, ensuring issues are resolved efficiently.
• Business Development: Pursue new carrier contracts, recruit additional agencies, and support the company’s growth initiatives.
• Insurance Expertise: Leverage commercial lines experience to assist agents in placing accounts and understanding carrier appetites.
• Meetings & Culture: Lead monthly agency meetings, communicate updates, and organize team-building events such as lunches and golf tournaments.
• Financial Support: Collaborate with the accounting team on budgets and operational improvements.

Qualifications/Requirements

• Proven experience in commercial lines insurance.
• Tech-savvy with the ability to evaluate and implement new software systems.
• Strong interpersonal, leadership, and problem-solving skills.
• Ability to influence and build trust with independent contractors.
• Proactive, organized, and business-oriented mindset.
• Exceptional communication skills and a collaborative approach to leadership.

#LI-DD3

Operations & Client Implementation Lead

Job Summary

Seeking a highly motivated Operations & Client Implementation Lead to join a team. This role offers a unique opportunity to shape the foundation of an implementation processes while leading client onboarding and deployment efforts. If you thrive in a fast-paced, ambiguous environment and enjoy building scalable systems, this is the perfect opportunity for you to make a significant impact.

Compensation Package

• Base Salary: $85,000 - $100,000
• Equity Opportunity: Meaningful ownership in the company
• Additional Benefits: Competitive benefits package

Responsibilities

Client Implementations

• Lead all client onboarding and implementation activities from kickoff to go-live.
• Manage project timelines, milestones, deliverables, and stakeholder communications.
• Conduct client meetings and presentations independently.
• Ensure a seamless transition from sales to implementation.

Client Relationship Management

• Serve as the primary point of contact for clients during the implementation phase.
• Build trusted relationships with HR, Benefits, Finance, and Operations leaders.
• Provide consultative guidance and proactive problem-solving.
• Maintain a high-touch, client-centric experience throughout the onboarding process.

Data, Integrations & Operations

• Oversee eligibility data collection, validation, and reconciliation.
• Coordinate carrier connections, enrollment feeds, and third-party integrations.
• Work with APIs, file transfers, spreadsheets, and benefits administration systems.
• Identify and resolve data discrepancies and operational challenges.
• Maintain accurate implementation documentation and reporting.

Process Development & Scale

• Design and document implementation workflows and best practices.
• Identify opportunities for automation and operational efficiency.
• Build repeatable processes to enable future growth.
• Contribute to the development of the company's implementation strategy and infrastructure.

Qualifications/Requirements

Required Qualifications

• 2-5 years of professional experience in implementation, consulting, operations, client success, benefits administration, or related fields.
• Proven ability to manage multiple client-facing projects simultaneously.
• Strong relationship management and communication skills.
• Confidence in leading client meetings and presentations.
• Highly organized with exceptional attention to detail.
• Comfortable working with complex datasets, spreadsheets, and operational workflows.
• Ability to thrive in a fast-paced, ambiguous startup environment.
• Willingness to travel as needed for client implementations.

Preferred Experience

• Background in employee benefits as an Account Manager or Benefits Consultant.
• Experience with HR technology or benefits administration platforms.
• Familiarity with managing eligibility files, enrollment data, and integrations.
• Exposure to APIs, data feeds, and implementation project management.

#LI-CS2

Job Title: Manager of Corporate Risk

Job Summary

Dynamic, forward-thinking Manager of Corporate Risk sought to oversee and enhance an organization's risk management framework. Responsible for identifying, assessing, and mitigating risks that could impact business performance. Requires strong analytical skills, sound judgment, and the ability to foster a culture of risk awareness across the organization. This leadership role involves collaboration with cross-functional teams to ensure organizational objectives are met while adhering to compliance and corporate governance standards.

Responsibilities

• Develop and implement comprehensive corporate risk management frameworks, strategies, and policies.
• Identify, assess, and prioritize risks across various business units, including operational, financial, strategic, and compliance risks.
• Collaborate with senior leadership to establish risk tolerance levels and ensure alignment with organizational goals.
• Conduct risk assessments, evaluations, and scenario analyses to identify vulnerabilities and opportunities for improvement.
• Monitor and report on key risk indicators (KRIs) and emerging risks to relevant stakeholders, including the executive team and the board of directors.
• Provide training and guidance to employees to foster a culture of risk awareness and accountability across all departments.
• Liaise with external auditors, regulatory bodies, and other third parties involved in corporate risk oversight.
• Develop and maintain business continuity and crisis management plans to minimize disruption during adverse events.
• Manage the Corporate Risk team, fostering their professional development and ensuring high performance.
• Stay up-to-date on industry trends, regulatory changes, and best practices to keep the organization proactive in its risk management approach.

Qualifications/Requirements

• Bachelor’s degree in Risk Management, Finance, Business Administration, or a related field; advanced degree or professional certification (e.g., CRM, CIA, CPA, CFA) preferred.
• Proven experience (5+ years) in corporate risk management, compliance, or a related discipline, with at least 2 years in a leadership role.
• Strong understanding of risk management principles, frameworks, and regulatory requirements.
• Exceptional analytical, leadership, and strategic thinking skills with the ability to drive decision-making processes.
• Excellent written and verbal communication skills; ability to communicate complex information clearly to diverse audiences.
• Proficiency in relevant risk assessment and reporting tools/software.
• Demonstrated ability to build strong relationships with stakeholders at all levels of the organization.

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-MB6

Regional Vice President, Northeast

Job Summary

Seeking a dynamic and experienced Regional Vice President to lead and manage operations for the Northeast region. This executive role oversees key aspects of underwriting, operations, and commercial business lines (Casualty and Property). The ideal candidate will have a strong background in underwriting management and operational leadership, with a proven track record in managing commercial lines ranging from $100k-$500k in premium. This position offers the opportunity to shape the strategic vision of the organization while fostering a collaborative and high-performing work environment.

Responsibilities

• Lead the strategic direction, planning, and operations of the Northeast region, ensuring alignment with organizational goals and objectives.
• Oversee underwriting practices, ensuring profitable and sustainable growth for Commercial Lines: Property & Casualty with a focus on accounts ranging from $100k–$500k in premium.
• Collaborate with underwriting managers to review, assess, and enhance underwriting guidelines, policies, and risk selection standards.
• Develop and implement operational strategies to optimize efficiency, streamline processes, and improve the overall customer experience.
• Analyze data trends and develop actionable insights to drive business growth and operational improvements.
• Ensure compliance with regulatory requirements and internal policies while promoting an environment of accountability.
• Build and maintain strong relationships with key stakeholders, including internal teams, clients, brokers, and external partners.
• Lead, mentor, and develop a high-performance team of managers and staff to achieve regional and organizational objectives.
• Serve as a trusted advisor and thought leader, representing the Northeast Region and providing expert guidance on underwriting and operational matters.

Qualifications/Requirements

• Bachelor’s degree in Business Administration, Insurance, Risk Management, or a related field; MBA or equivalent certification is a plus.
• Minimum of 10 years of experience in underwriting management, with demonstrated expertise in Commercial Lines: Casualty & Property.
• Proven track record managing commercial accounts between $100k–$500k in premium.
• At least 5 years of experience in operational leadership, with a focus on driving efficiency and fostering growth.
• Strong negotiation, relationship-building, and communication skills with the ability to engage and influence across diverse teams and stakeholders.
• Demonstrated ability to apply advanced analytical thinking to solve complex problems, develop strategies, and deliver impactful results.
• Strong knowledge of underwriting guidelines, trends, processes, and legal/regulatory considerations for Commercial Property and Casualty lines.
• Ability to lead cross-functional teams in a fast-paced, results-driven environment while maintaining a focus on quality and accuracy.
• Proficiency in industry tools, technology, and platforms related to underwriting and commercial operations.

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-JB1

Associate Managing Director

Job Summary

Seeking a dynamic and forward-thinking leader to drive strong and sustainable growth. As the Associate Managing Director, you will lead, develop, and oversee the overall performance. This role is pivotal in shaping the strategic direction and profitability of multiple underwriting books while managing an individual binding production portfolio. With a balanced focus on leadership and production underwriting, you will dedicate approximately 50% of your time to management responsibilities and 50% to production underwriting and client management.

Compensation Package

• Competitive Compensation: Base salary with bonus earning potential.
• Work-Life Balance: Flexible and hybrid work options.
• Professional Development: Employer-paid continuing education, certifications, designations, and licenses.
• Health & Welfare Benefits: Comprehensive medical, vision, and dental coverage.

Responsibilities

• Lead and manage the Charleston office team, including underwriters, broker producers, and support staff.
• Drive the dynamic growth of a highly successful and consistently profitable company.
• Oversee team performance management, including training, mentoring, and talent retention.
• Attract and retain top talent through effective hiring and promotion strategies.
• Define and implement successful sales and marketing strategies.
• Build and maintain strong relationships with retail agents and underwriter/broker producers.
• Manage the office's Profit & Loss and ensure alignment with corporate goals.
• Partner with corporate headquarters to ensure seamless operations and support.
• Supervise adherence to underwriting guidelines, corporate policies, and compliance standards.
• Oversee office operations, ensuring consistency and quality in processes such as new business opportunities, renewals, marketing, training, and staffing.
• Build, maintain, and grow a book of business in either Commercial or Personal Lines.
• Rate, quote, and bind risks to determine acceptability, coverage, and pricing for large or complex renewals and new business.

Qualifications/Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• Minimum of 3 years of experience as a sales team leader, including direct management experience.
• At least 5 years of multi-line underwriting/production experience, with excess & surplus experience preferred.
• Demonstrated ability to lead, influence, and motivate a team.
• Proven ability to develop and manage strong relationships with clients, carriers, and third parties.
• Proficiency in sales and marketing strategies.
• Strong organizational skills with exceptional attention to detail.
• Insurance license, CPCU, CIC, or comparable designations preferred.

#LI-JB1