Office Manager/Team Lead

Job Summary

Seeking a highly motivated and experienced Office Manager/Team Lead to join a team. This role is pivotal in ensuring the smooth operation of the office, managing personnel, and supporting the sales team to drive business growth. The ideal candidate will possess strong leadership skills, a high level of emotional intelligence, and a proven track record in the insurance industry.

Compensation Package

• Salary: $75,000 - $90,000 annually, based on experience.
• Benefits: Comprehensive benefits package, including a 401(k) plan.
• Work Environment: Fully in-office role with no travel required.

Responsibilities

Office/Personnel Management:

• Hire, train, and manage service staff to ensure high performance.
• Support the sales team and collaborate with the Sales Enablement team to drive new business growth.
• Foster a culture of collaboration, continuous learning, and professional excellence.
• Conduct regular performance reviews and provide constructive feedback and coaching.
• Ensure the office operates at optimal levels and meets income goals established by the company.
• Implement and follow up on strategies to address deficiencies.

Customer Service:

• Provide exceptional service to meet company standards and exceed client expectations.
• Communicate professionally and courteously with clients and employees via phone and in-person interactions.
• Respond to customer inquiries regarding policy status, rate quotes, and general information.
• Manage the renewal process for assigned accounts and other office accounts to achieve the best outcomes for clients.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years of prior brokering experience, with a focus on personal lines, farm owner, and business products and markets.
• Technical Skills: Proficiency in AMS360 software is required.
• Soft Skills: Strong leadership, emotional intelligence, collaboration, problem-solving, and communication skills.

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

Personal Lines Director

Job Summary

Seeking a highly motivated and experienced Personal Lines Director to lead and oversee the operations of the Personal Lines team. This is an exciting opportunity to join a growing agency and play a pivotal role in enhancing processes, driving client retention, and managing a team of skilled Account Managers. If you are a dynamic leader with a strong background in Personal Lines Account Management and a passion for operational excellence, we encourage you to apply.

Compensation Package

• Salary Range: $90,000 – $120,000 (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Oversee the day-to-day operations of the Personal Lines team, consisting of ~10 experienced Account Managers.
• Provide hands-on management, focusing on coaching, mentoring, and supporting team members.
• Drive improvements in processes and workflows to enhance efficiency and effectiveness.
• Prioritize client retention and ensure the delivery of exceptional service.
• Manage hiring, training, and development of team members to foster a high-performing team.
• Collaborate with leadership to align team goals with organizational objectives.
• Maintain a hybrid work model, supporting both in-office and remote team members.

Note: This role does not include sales responsibilities.

Qualifications/Requirements

• Minimum of 3 years of leadership experience (formal leadership experience preferred, but informal experience will be considered).
• At least 3 years of Personal Lines Account Management experience, with 7 years of total industry experience preferred.
• Proven ability to manage and develop a team, with strong people-management skills.
• Demonstrated expertise in operational improvement and process enhancement.
• Proficiency in using Epic or similar systems is a plus.
• Strong focus on client retention and delivering exceptional customer service.

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-DD3

Employee Benefits Department Manager

Job Summary

Seeking a highly skilled and experienced Employee Benefits Department Manager to lead and oversee the Benefits Department. The ideal candidate will have a strong background in employee benefits, personnel management, and a proven ability to manage a team effectively. This role requires occasional in-person office visits on a quarterly basis for team meetings.

Compensation Package

• Competitive salary range: $100,000–$115,000 annually
• Exceptional candidates with outstanding qualifications may be considered for higher compensation
• Flexible start date, with an immediate need

Responsibilities

• Lead and manage the Employee Benefits Department, overseeing a team of 10–15 direct reports
• Ensure the successful servicing of accounts, with an average size of 20–50 group lives
• Provide support for servicing needs as required
• Develop and implement strategies to enhance team performance and client satisfaction
• Maintain and improve processes within the department to ensure efficiency and effectiveness
• Collaborate with leadership and other departments to align goals and objectives

Qualifications/Requirements

• 5–7 years of experience in employee benefits, with a focus on fully insured, level-funded, and self-funded plans
• Proven personnel management experience is strongly preferred
• Proficiency in EPIC software is required
• Familiarity with EOS (Entrepreneurial Operating System) is a strong plus
• Strong leadership, organizational, and communication skills
• Ability to work effectively in a remote environment while maintaining team cohesion and productivity

#LI-BO1

Commercial Insurance Sales Manager

Job Summary:

Seeking a dynamic and results-driven Commercial Insurance Sales Manager to lead a growing team. The ideal candidate will possess strong leadership abilities, in-depth knowledge of commercial insurance products, and a proven track record of achieving sales objectives. This is an excellent opportunity for a motivated individual to inspire and support a diverse team in delivering exceptional customer service and tailored insurance solutions.

Responsibilities:

• Lead, manage, and mentor a team of commercial insurance sales agents to achieve individual and team performance goals.
• Develop and execute department strategies to grow market share while ensuring compliance with company policies and industry regulations.
• Build and maintain strong client relationships by understanding their insurance needs and providing customized solutions.
• Collaborate with internal teams to drive innovation, improve customer satisfaction, and streamline sales processes.
• Utilize data analytics and reporting tools to monitor, evaluate, and forecast sales performance.
• Provide regular training and development opportunities to the sales team, promoting professional growth and enhancing product knowledge.
• Represent the organization at industry events, conferences, and networking activities.
• Foster an inclusive and equitable work environment that celebrates diversity and encourages creativity.

Qualifications/Requirements:

• Minimum of 5 years of experience in commercial insurance sales, including at least 2 years in a managerial role.
• Strong understanding of commercial insurance products, policies, and underwriting procedures.
• Demonstrated ability to lead and motivate a diverse team to achieve sales targets.
• Excellent interpersonal, communication, and negotiation skills.
• Proficiency in CRM software and other sales management tools.
• Exceptional problem-solving abilities and a proactive approach to challenges.
• Holds an active P&C (Property and Casualty) insurance license.

Compensation Package:

• Salary range: $120K-$150K+ (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

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-CD3

Sales Manager

Job Summary

Seeking a highly motivated and experienced Sales Manager to join a dynamic team. This is an onsite role, offering an exciting opportunity to lead and grow a team of sales professionals in a fast-paced, high-volume call center environment. The ideal candidate will have a strong background in personal lines insurance, hold a 220 license, and possess exceptional leadership and strategic management skills.

Compensation Package

• Competitive base salary
• Performance-based bonus structure
• Comprehensive benefits package

Responsibilities

• Monitor and analyze key performance indicators (KPIs) to ensure team success and identify areas for improvement.
• Develop and implement effective sales strategies to drive performance and achieve business goals.
• Recruit, hire, and onboard new team members to support team growth.
• Provide ongoing training, coaching, and mentorship to enhance team performance and professional development.
• Collaborate with leadership to align sales strategies with overall company objectives.
• Ensure a high level of customer satisfaction by maintaining quality standards in all sales interactions.

Qualifications/Requirements

• Active 220 insurance license is required.
• Proven experience in personal lines insurance, with a strong understanding of the industry.
• Demonstrated success in a management role, preferably in a high-volume call center environment.
• Exceptional leadership and team-building skills, with the ability to inspire and motivate a sales team.
• Strong analytical skills to monitor KPIs and implement data-driven strategies.
• Excellent communication and interpersonal skills.

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-KR1

VP of Transportation Insurance – Wholesale/MGA

Job Summary
An established wholesale/MGA organization is seeking a strategic and experienced VP of Transportation Insurance to lead a seasoned team. This role requires a hands-on leader who can drive growth, ensure efficient operations, and strengthen carrier relationships within the transportation sector. The ideal candidate will be a “player/coach” who provides both leadership and active participation in daily operations while focusing on service standards and turnaround times.

Compensation Package

• Compensation: Between $130K - $165K+ (depending on experience).
• Competitive benefits package, paid time off, professional development opportunities, etc.
• Remote work schedule available.

Responsibilities

• Lead and manage a team of experienced professionals, providing mentorship, performance management, and career development support.
• Hire, train, and develop staff to maintain a high-performing, collaborative work environment.
• Ensure departmental service standards are met, with particular attention to turnaround time and quality of work.
• Prepare and manage annual budgets, including premium, income, expenses, and salary allocations; monitor performance against goals.
• Analyze underwriting metrics to identify areas of improvement and development opportunities.
• Review underwriting results to determine improvement plan and new business opportunities to increase the quality of the book of business.
• Cultivate new transportation carrier relationships to expand market capacity and strengthen product offerings.
• Oversee product enhancements aligned with industry trends and long-term profitability goals.
• Conduct quality control audits of assigned accounts and ensure compliance of all underwriting policies and regulations.
• Recommend process improvements to increase productivity, profitability, and operational efficiency.
• Support new business development by identifying opportunities, writing new business, and maintaining agency relationships.
• Willingness/ability to travel as needed for client meetings and business engagements.

Qualifications/Requirements

• Minimum of 7 years of Commercial Transportation underwriting experience required.
• Prior leadership experience with direct reports is required.
• Bachelor’s degree in Insurance, Risk Management, or a related field preferred.
• Professional designations (e.g., CPCU, ARM, MS/MA) strongly preferred.
• Must have experience working within an MGA environment.
• Active E&S license, or willingness to obtain upon hire.
• Proficiency with Microsoft Office and carrier systems; ability to adapt quickly to new applications.
• Strong analytical, organizational, and communication skills.
• Proven ability to manage multiple priorities in a fast-paced, results-driven environment.
• Customer-focused with strong problem-solving and decision-making skills.

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.

#Remote
#LI-RM10

Employee Benefits Department Manager

Job Summary

Seeking a highly skilled and experienced Employee Benefits Department Manager to lead and oversee a dynamic team of professionals. This role involves managing a team of individuals on the production side, with the opportunity to contribute as a producer being a valuable plus. The ideal candidate will bring a wealth of experience in employee benefits, a strong leadership background, and a proven ability to manage and grow a team.

Compensation Package

• Salary: $90,000 - $100,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Lead and manage a team of professionals in the Employee Benefits Department.
• Oversee the production side of the department, ensuring efficiency and high-quality service delivery.
• Collaborate with carriers such as Anthem, Medical Mutual, and SummaCare to provide optimal solutions for clients.
• Handle quoting for new and renewal business as needed.
• Develop and implement strategies to enhance team performance and achieve departmental goals.
• Maintain strong relationships with clients and ensure their needs are met effectively.
• Stay updated on industry trends and regulations to ensure compliance and best practices.

Qualifications/Requirements

• Licenses/Designations: Life & Health (L&H) license required.
• Experience: Minimum of 10 years of experience in employee benefits, with a strong preference for candidates with leadership experience.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Soft Skills:
  • Strong leadership and team management abilities.
  • Excellent communication and interpersonal skills.
  • Strategic thinking and problem-solving capabilities.
  • Ability to work collaboratively in a team-oriented environment.
  • High level of professionalism and attention to detail.

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-DC2

Commercial Lines Leader

Position Overview:

The Commercial Lines Leader will be responsible for overseeing and managing the day-to-day operations of the commercial insurance division. This includes leading the team, developing and implementing strategic initiatives, maintaining relationships with clients, and ensuring the profitable growth of the commercial lines book of business. The role requires a strong knowledge of the commercial insurance market, exceptional leadership skills, and the ability to drive business results in a fast-paced environment.

Key Responsibilities:

• Leadership & Team Management:

  • Lead, mentor, and manage a team of commercial lines producers, account managers, and underwriters.
  • Develop and implement training programs to enhance team skills and knowledge of commercial insurance products and services.
  • Foster a positive, collaborative work environment focused on team success and professional growth.
  • Conduct performance evaluations, set team goals, and provide ongoing feedback and coaching.

• Business Development:

  • Develop and execute strategies to increase commercial lines sales and market share.
  • Identify and pursue new business opportunities, including expanding relationships with existing clients and developing new client partnerships.
  • Oversee the negotiation, renewal, and placement of commercial insurance policies.
  • Collaborate with the marketing department to create campaigns and strategies aimed at growing the book of business.

• Client Relationship Management:

  • Serve as the primary point of contact for key commercial clients, ensuring high levels of customer satisfaction.
  • Resolve client issues and concerns promptly and effectively.
  • Work closely with clients to assess their evolving business needs and recommend appropriate insurance solutions.

• Operational Efficiency:

  • Ensure the smooth operation of day-to-day processes, including policy management, underwriting, claims, and billing.
  • Monitor performance metrics, evaluate outcomes, and implement improvements to maximize efficiency and profitability.
  • Collaborate with other departments, including claims and underwriting, to streamline operations and ensure the highest level of service delivery.

• Financial Performance:

  • Monitor the financial performance of the commercial lines book of business, ensuring profitability and growth.
  • Analyze market trends, underwriting guidelines, and loss ratios to ensure competitive pricing and profitable accounts.
  • Work with senior management to set and manage departmental budgets, forecasting, and financial targets.

• Compliance & Risk Management:

  • Ensure compliance with all regulatory requirements, industry standards, and company policies.
  • Stay updated on industry trends, emerging risks, and changes in insurance regulations to ensure the company remains compliant and competitive.

• Collaboration with Executive Leadership:

  • Collaborate with executive leadership on long-term strategic planning and overall direction of the commercial insurance division.
  • Provide insights and recommendations for the continued growth and development of the business.

Qualifications:

• Education:

  • Bachelor's degree in Business, Insurance, Risk Management, or a related field (preferred).

• Experience:

  • 7+ years of experience in commercial lines insurance, including experience in a leadership or managerial role.
  • Proven track record of business development and client relationship management.
  • Strong understanding of commercial insurance products, including property, casualty, liability, workers' compensation, and specialty lines.

• Skills & Competencies:

  • Strong leadership, management, and coaching abilities.
  • Excellent communication, presentation, and negotiation skills.
  • Ability to build and maintain strong client relationships.
  • Proficient in insurance software, CRM systems, and Microsoft Office Suite.
  • Strong problem-solving and decision-making capabilities.
  • Exceptional organizational and time-management skills.

• Certifications:

  • CIC (Certified Insurance Counselor), CRM (Certified Risk Manager), or other relevant industry certifications (preferred).
  • Holds an active P&C (Property and Casualty) insurance license.

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-JR2

Personal Lines Department Manager/Account Manager

Job Summary

Seeking a highly motivated and experienced Personal Lines Department Manager/Account Manager to join a growing team.

Compensation Package

• Salary Range: $65,000 - $100,000 per year (commensurate with experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage the Personal Lines Department, ensuring smooth operations and high performance.
• Service a book of standard personal lines accounts, maintaining a high retention ratio through proactive client engagement.
• Quote and round business accounts to provide comprehensive insurance solutions.
• Conduct annual account reviews to ensure client needs are met and coverage remains appropriate.
• Maintain up-to-date knowledge of carrier offerings and the personal lines market.
• Collaborate with team members to achieve departmental goals and support company growth.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 5+ years as a Personal Lines Account Manager in an agency setting. Management or leadership experience is a plus. Commercial Lines experience is also a plus.
• Technical Skills: Proficiency in Epic software is preferred.
• Skills: Strong organizational, communication, and client relationship management skills.
• Work Ethic: Proactive, detail-oriented, and committed to delivering exceptional service.

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-KD1