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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Sales Director

Job Summary

Seeking a dynamic and results-driven Sales Director to join a growing team. This is an exciting opportunity to lead and shape a new department focused on retention and sales excellence.

Compensation Package

• Base Salary: $125,000+ (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Oversee and manage the agency's entire book of business, including personal, life, Medicare, and individual health insurance accounts.
• Train and mentor producers across multiple locations to enhance sales performance.
• Supervise Life, Medicare, and Commercial Directors, ensuring alignment with company goals and objectives.
• Develop and implement strategic sales plans to drive growth and retention.
• Collaborate with the executive team to establish and execute a roadmap for success.

Qualifications/Requirements

• Licenses: Active Life & Health (L&H) and Property & Casualty (P&C) licenses are required.
• Experience: Minimum of 5 years in a sales leadership role, preferably within the insurance industry.
• Technical Skills: Proficiency in Applied EPIC software.
• Soft Skills:
  • Strong leadership and mentoring abilities.
  • Excellent communication and interpersonal skills.
  • Self-motivated and results-oriented.
  • Strategic thinker with the ability to execute plans effectively.
  • A "go-getter" attitude with a focus on customer connection and service excellence.

Additional Information

• Travel: Minimal travel required to train producers at various locations.
• Onboarding: Includes a two-week initial training period working directly with the Chief Experience Officer, followed by weekly check-ins.

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Medicare Director

Job Summary

Seeking a dynamic and experienced Medicare Director to join a growing team. This role is pivotal in supporting the retention and growth of Medicare accounts. The ideal candidate will be a self-starter with a passion for building strong client relationships and a proven ability to lead and train producers on Medicare sales.

Compensation Package

• Salary: $125,000+ (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Oversee and manage the agency's entire book of Medicare accounts, focusing on premiums under $10,000.
• Travel to various locations to train producers on Medicare sales strategies and best practices.
• Develop and execute a roadmap for understanding and improving Medicare account retention and growth.
• Collaborate with the executive team to align departmental goals with the agency's overall objectives.
• Utilize Applied EPIC software to manage accounts and ensure seamless operations.

Qualifications/Requirements

• Licenses/Designations: Active Life & Health (L&H) license required.
• Experience: Minimum of 5 years in a Medicare-related role, with a proven track record of success.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Soft Skills:
  • Self-starter with a "go-getter" attitude.
  • Strong leadership and training abilities.
  • Excellent communication and interpersonal skills.
  • Strategic thinker with the ability to execute plans effectively.
  • Commitment to fostering strong client relationships.

Additional Information

• Travel: Minimal travel required for training purposes.
• Onboarding: Includes a two-week initial onboarding period with weekly check-ins. Direct mentorship provided by the Chief Experience Officer.

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Regional Director

Job Summary

Seeking a dynamic and experienced Regional Director to lead and support a growing operations team.

Compensation Package

• Base Salary: $125,000+ (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Train and mentor managers and producers to ensure they meet performance goals.
• Manage entire books of business, focusing on accounts with premiums under $10,000.
• Travel between locations to provide hands-on training and support.
• Develop and execute strategies to enhance customer retention and satisfaction.
• Utilize Applied EPIC software for account management and operational tasks.

Qualifications/Requirements

• Licenses/Designations: Active Life & Health (L&H) and Property & Casualty (P&C) licenses are required.
• Experience: Minimum of 5 years in the insurance industry, with a focus on leadership and operational management.
• Technical Skills: Proficiency in Applied EPIC software.
• Soft Skills:
  • Self-motivated and results-driven.
  • Strong leadership and mentoring abilities.
  • Excellent communication and interpersonal skills.
  • Strategic thinker with the ability to execute plans effectively.
  • Commitment to fostering strong client relationships.

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Customer Support Team Manager

Job Summary

Seeking a dynamic and experienced Customer Support Team Manager to lead and oversee servicing department. This is a unique opportunity to join a growing agency that values customer connection and emphasizes proactive communication with clients. The ideal candidate will be a self-starter with a proven track record in managing customer support teams and a strong understanding of insurance lines.

Compensation Package

• Salary: $125,000+ (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Oversee the entire servicing department and ensure the delivery of exceptional customer support.
• Collaborate directly with the Retention Director to develop and implement strategies for client retention.
• Manage the agency's book of business, which includes accounts with premiums under $10,000.
• Ensure fluency and expertise in all lines of insurance, including Life & Health (L&H) and Property & Casualty (P&C).
• Utilize Applied EPIC software to manage accounts and streamline operations.
• Develop and execute a comprehensive plan/roadmap for understanding and improving department processes.
• Conduct regular team check-ins and provide ongoing training and support to team members.

Qualifications/Requirements

• Licenses/Certifications: Active Life & Health (L&H) and Property & Casualty (P&C) licenses are required.
• Experience: Minimum of 5 years of experience in a similar role, with a strong background in customer support and insurance services.
• Technical Skills: Proficiency in Applied EPIC software is required.
• Soft Skills:
  • Strong leadership and team management abilities.
  • Excellent communication and interpersonal skills.
  • Proactive and self-motivated with a "go-getter" attitude.
  • Strategic thinker with the ability to develop and execute plans effectively.
  • Strong problem-solving and decision-making skills.

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Property & Casualty Manager

Job Summary

Seeking a highly motivated and experienced Property & Casualty (P&C) Manager to join a well-established, family-owned insurance agency. With a long-standing reputation for excellence and strong carrier relationships, the agency offers a small-agency feel while providing comprehensive insurance solutions in Personal Lines (PL) and Small Business Commercial Lines (CL).

Compensation Package

• Salary Range: $70,000 - $90,000 (commensurate with experience)
• Bonus Opportunities: Eligible for commission/profit-sharing bonuses
• Benefits: Comprehensive benefits package

Responsibilities

• Oversee and manage employees in Personal Lines, Commercial Lines, and back-office operations, ensuring smooth day-to-day functioning.
• Provide leadership and support to a team
• Assist with servicing and sales as needed, particularly for walk-in clients.
• Manage carrier relationships, billing, and accounting processes.
• Ensure compliance with agency policies and procedures while maintaining high standards of customer service.
• Support the quoting and renewal process for new and existing business when necessary.
• Foster a positive and collaborative work environment, promoting professional growth and development among team members.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) License required; additional designations are a plus.
• Experience: Minimum of 2+ years of experience in an independent insurance agency.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Industry Knowledge: Experience with billing, accounting, and Excess & Surplus (E&S) lines is essential.
• Leadership Skills: Proven ability to manage and lead a team, with a strong focus on mentorship and team development.
• Soft Skills: Strong interpersonal, organizational, and problem-solving skills. A customer-focused mindset and the ability to handle high-pressure situations effectively.

Preferred Candidate Attributes

• A management and leadership mentality with a hands-on approach to problem-solving.
• A collaborative and team-oriented personality that aligns with our family-owned agency culture.
• A proactive and adaptable mindset to handle the dynamic needs of a busy office with high walk-in traffic.

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Retention Director

Job Summary

Seeking a highly motivated and detail-oriented Retention and Book Optimization Director to join a growing team. This role is pivotal in analyzing, managing, and optimizing an agency's book of business to enhance client retention, maximize client value, and drive long-term growth.

Compensation Package

• Salary: $125,000+ annually
• Benefits: Comprehensive medical, dental, and vision coverage

Responsibilities

• Analyze the agency's book of business to identify trends, risks, and opportunities related to retention and growth.
• Develop and implement strategies to improve retention rates and client lifecycle value.
• Provide actionable insights and recommendations to leadership, sales, and service teams.
• Identify segments of the book requiring proactive management, remarketing, or intervention.
• Support cross-sell and account expansion strategies through data-driven insights.
• Maintain accurate, clean, and actionable data within Applied EPIC and reporting systems.
• Build and maintain reporting tools, dashboards, and tracking mechanisms for retention and performance.
• Partner with internal teams to align retention strategies with sales and service execution.

Key Performance Indicators (KPIs)

• Agency retention rate improvement.
• Retention performance by line, producer, and carrier.
• Reduction in lost business and improved renewal outcomes.
• Identification and execution of retention opportunities.
• Generation of cross-sell and account expansion insights.
• Accuracy and timeliness of reporting in dashboards.
• Data integrity within Applied EPIC and reporting systems.
• Implementation and success of retention strategies.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) and Life & Health (L&H) licenses required.
• Experience: Minimum of 5 years of relevant experience in insurance or a related field.
• Technical Skills: Proficiency in Applied EPIC software is required.
• Education: Bachelor's degree in Business, Finance, or a related field is preferred.
• Soft Skills: Strong analytical abilities, proactive problem-solving, excellent communication, self-starter attitude, and a collaborative mindset.

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Personal Lines Sales Leader

Job Summary

Seeking a dynamic and experienced Personal Lines Sales Leader to join a growing team. This is a unique opportunity to lead and shape a high-performing sales team, drive revenue growth, and foster a culture of excellence. The ideal candidate will have a strong background in personal lines insurance, exceptional leadership skills, and the ability to build relationships at all levels, including with banking executives and partners.

Compensation Package

• Base Salary: $125,000 - $150,000 annually
• 401(k): Competitive plan with employer match
• Bonuses and Raises: Performance-based incentives
• Benefits: Comprehensive benefits package

Responsibilities

• Lead and manage a team of 6-7 Personal Lines Producers, with plans to expand the team further.
• Develop and implement strategies to drive revenue growth and achieve sales targets.
• Create a positive and collaborative team culture, mentoring and training new producers.
• Build and maintain strong relationships with banking executives and partners to leverage referrals (80% of business comes from bank referrals).
• Represent the organization professionally in front of banking executives and other stakeholders.
• Collaborate with executive management to establish and refine sales processes, structures, and procedures.
• Oversee the management of High Net Worth (HNW) and Standard Middle Market accounts.
• Travel occasionally to various locations as required.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) License is required.
• Experience:
  • 5-8+ years of experience in Personal Lines insurance.
  • Leadership experience is preferred but not required; candidates with strong technical expertise in Personal Lines will also be considered.
• Technical Skills: Proficiency in EPIC software is preferred.
• Soft Skills:
  • Strong leadership and mentoring abilities.
  • Excellent communication and presentation skills.
  • Ability to build relationships and foster collaboration.
  • Results-driven with a proactive, "go-getter" attitude.
  • Strategic thinker with the ability to implement effective sales processes.
• Other Requirements:
  • Ability to work onsite.
  • Willingness to travel occasionally.

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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).

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Position: High Net Worth Leader

Location: Open to fully remote; hybrid and local candidates preferred in Morris County, NJ

Salary: $90,000 - $170,000 (commensurate with experience)

About Us: We are a regional agency specializing in retail insurance and risk management, dedicated to providing tailored solutions for our clients. As we expand our personal lines department into the high net worth sector, we are seeking a dynamic and experienced leader to spearhead this initiative.

Key Responsibilities:

Qualifications:

Why Join Us?

If you are a motivated leader with a passion for high net worth insurance, we want to hear from you! Apply today to join our team and help us elevate our personal lines department to new heights.

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