Commercial Lines Placement Manager 

NY P&C License required

Job Summary

Our client, a National top brokerage is seeking a highly motivated and experienced Commercial Lines Placement Manager to join a team. This role is pivotal in managing and growing a portfolio of mid-to-large commercial accounts, with a focus on construction contractors, property, and real estate. The ideal candidate will bring expertise in new and renewal marketing, a strong understanding of the insurance industry, and a passion for delivering exceptional client service.

Compensation Package

• Salary: Up to $170,000 annually, based on experience.
• 401(k): 4% company match.
• Benefits: Comprehensive benefits package provided.
• Hybrid/Remote out of Suffolk County

Responsibilities

• Manage and service a book of business with $25,000 in revenue and $250,000 in premium.
• Handle all aspects of new and renewal marketing for mid-to-large accounts.
• Collaborate with producers and assistants to ensure seamless account management.
• Provide exceptional service to clients in the construction, property, and real estate sectors.
• Utilize EPIC software to manage accounts and maintain accurate records.
• Work closely with the team to meet and exceed client expectations.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience:
  • Must have experience working with construction and real estate accounts.
  • Familiarity with mid-to-large accounts is essential.
• Software Proficiency: Experience with EPIC software preferred.
• Work Style:
  • Ability to thrive in a hybrid work environment.
  • Strong organizational and communication skills.
• Years of Experience: Open to candidates with varying levels of experience who meet the required qualifications.

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Job Title: Director of Business Development – Employee Benefits Practice Leader

Job Summary

Seeking a visionary and results-driven Director of Business Development to lead and expand the Employee Benefits (EB) division of the organization. As the Practice Leader, this role will be responsible for driving growth, developing strategic partnerships, and fostering long-term client relationships. The ideal candidate will bring a proven ability to identify new business opportunities, build effective teams, and deliver innovative benefit solutions that support clients’ goals.

Responsibilities

• Strategic Leadership: Define and implement a progressive business development strategy for the Employee Benefits practice that aligns with the company’s mission and growth goals.
• Business Development: Identify, evaluate, and secure new opportunities for consulting and advising on employee benefits programs across various industries.
• Client Relationships: Cultivate strong relationships with new and existing clients, ensuring their needs are met with customized, forward-thinking benefit solutions.
• Team Development: Lead, mentor, and develop a high-performing business development and benefit delivery team, fostering a collaborative work environment.
• Market Trends & Innovations: Keep abreast of industry trends, regulatory changes, and innovative approaches to benefits planning to ensure the organization remains a market leader.
• Collaboration: Work closely with other departments, including marketing, compliance, and HR, to support brand awareness, governance, and employee engagement initiatives.
• Performance Metrics: Develop and manage KPIs to measure team performance, revenue growth, and client satisfaction.
• Presentations and Proposals: Lead the preparation and delivery of client presentations, proposals, and pitches.

Qualifications/Requirements

• Proven experience (10+ years) in business development, sales, or consulting within the employee benefits sector or a related field.
• Strong leadership skills, with experience building and managing high-performing teams.
• Deep understanding of employee benefits, including insurance products, retirement plans, wellness programs, and compliance with applicable regulations.
• Exceptional communication and interpersonal skills, with the ability to engage effectively with clients, partners, and team members at all levels.
• Demonstrated ability to analyze complex business challenges and develop creative, strategic solutions.
• Proven track record of meeting and exceeding business development targets while upholding client satisfaction.
• Bachelor’s degree in Business, Human Resources, or a related field; advanced degree or certification in employee benefits (e.g., CEBS) is a plus.

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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Insurance Agency Assistant Manager

Job Summary

Seeking a dedicated and experienced Insurance Agency Assistant Manager to oversee daily operations, drive sales growth, and lead a team of professionals to achieve performance goals. This role is pivotal in managing client relationships, optimizing profitability, and maintaining high standards of customer service. The ideal candidate will have a strong background in both Personal and Commercial lines of insurance, with a proven ability to lead and inspire a team.

Compensation Package

• Base Salary: $60,000 annually
• Annual Bonuses: $25,000+ (paid throughout the year)
• Growth Opportunity: Potential to take over agency management in the future

Responsibilities

• Sales & Growth: Develop and implement strategies to achieve monthly and quarterly sales targets, driving revenue growth.
• Team Leadership: Recruit, train, motivate, and mentor staff, including producers and customer service representatives.
• Operations Management: Oversee daily workflows, including policy issuance, renewals, and administrative tasks.
• Compliance & Risk Management: Ensure all agents adhere to state regulations, licensing requirements, and company policies.
• Customer Service Excellence: Address high-level client concerns, monitor satisfaction levels, and improve client retention rates.
• Performance Metrics: Track and analyze key performance indicators (KPIs) such as new business premium growth, retention rates, loss ratios, and sales conversion rates.

Qualifications/Requirements

• Licensing: Valid Property & Casualty (P&C) Insurance License.
• Experience: Proven experience as an insurance agent with expertise in both Personal and Commercial lines sales and service.
• Skills: Strong leadership, communication, and negotiation skills. Proficiency in agency management systems, particularly Epic.
• Mindset: A proactive, results-driven individual with a passion for delivering exceptional customer service and fostering team success.

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