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

Marketing Account Executive

P&C License required

Job Summary

Seeking a highly motivated and experienced Marketing Account Executive 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 $130,000 annually, based on experience.
• 401(k): 4% company match.
• Benefits: Comprehensive benefits package provided.

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.

#LI-JL1

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.

#LI-JL1

Position Overview

Seeking a driven and experienced Sales Manager to lead, develop, and grow a sales team at a dynamic independent insurance agency. This role is responsible for overseeing sales operations, driving revenue growth, building client relationships, and ensuring the team delivers exceptional service across a range of insurance products.

Key Responsibilities

• Lead, coach, and motivate a team of insurance producers to achieve and exceed sales targets
• Develop and implement strategic sales plans to drive new business and client retention
• Monitor sales performance metrics and provide regular reporting to senior leadership
• Recruit, onboard, and train new sales team members
• Foster strong relationships with clients, carriers, and business partners
• Identify market opportunities and expand the agency’s footprint within target segments
• Ensure compliance with industry regulations and agency standards
• Collaborate with marketing and operations teams to align sales initiatives
• Handle complex client accounts and support team members in closing high-value deals

Qualifications

• Bachelor’s degree in Business, Marketing, or related field (preferred)
• 3–7+ years of insurance sales experience, with at least 2 years in a leadership role
• Active insurance license (Property & Casualty and/or Life & Health, as applicable)
• Proven track record of meeting or exceeding sales goals
• Strong leadership, communication, and interpersonal skills
• Ability to analyze data and make strategic decisions
• Proficiency with CRM systems and sales analytics tools

#LI-KR1

Commercial Department Director

Job Summary

Seeking an experienced and dynamic Commercial Department Director to lead and drive the strategic, financial, and operational success of the Commercial Insurance Department. This senior leadership role is pivotal in shaping the department's growth, ensuring service excellence, and fostering innovation. The ideal candidate will have a proven track record in commercial insurance, including writing, servicing, and managing complex accounts, as well as leading high-performing teams.

Compensation Package

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

Responsibilities

Primary Objectives:

• Drive profitable commercial premium and policy count growth through personal production, team training, and department planning.
• Identify, propose, and execute new commercial growth initiatives.
• Strengthen and expand carrier partnerships aligned with agency growth goals.
• Protect and improve commercial retention and renewal outcomes.
• Provide consistent, data-driven reporting and insights to the executive team.
• Develop, lead, and retain a high-performing commercial insurance team.
• Maintain accurate, actionable data within Applied Epic to support executive decision-making.

Core Responsibilities:

• Commercial Strategy & Leadership:

  • Define and execute the overall direction, structure, and performance of the Commercial Insurance Department.
  • Build and implement annual and quarterly department plans with clear growth targets and operational priorities.
  • Proactively develop and present innovative ideas for commercial growth, including vertical strategies and process improvements.

• Executive Planning & Reporting:

  • Develop measurable department plans aligned with strategic goals.
  • Track progress against KPIs and provide structured reporting to the executive team.
  • Present growth proposals, carrier opportunities, and recommendations to support leadership decision-making.

• Carrier Partnerships & Market Expansion:

  • Identify and recommend new carrier appointments and market relationships.
  • Maintain strong senior-level relationships with carriers and bring forward partnership opportunities.

• Growth & Sales Leadership:

  • Drive new business production, account expansion, and cross-sell opportunities.
  • Support and coach producers on pipeline management, submission quality, and closing strategies.

• Renewals, Retention & Service Oversight:

  • Own commercial retention metrics and renewal timelines.
  • Ensure proactive renewal workflows are executed consistently and accurately.

• Team Leadership & Development:

  • Lead and mentor commercial producers, account managers, and support staff.
  • Define roles, responsibilities, and performance expectations.
  • Support hiring, onboarding, and ongoing development of team members.

• Operational Excellence:

  • Own commercial workflows within Applied Epic.
  • Partner with Operations leadership to optimize processes and ensure documentation standards are upheld.

• Compliance & Risk Management:

  • Ensure adherence to state regulations, carrier requirements, and internal compliance standards.
  • Support audit readiness and E&O risk mitigation.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 8 years in commercial insurance, with independent agency/broker experience.
• Technical Skills: Proficiency in Applied Epic software.
• Account Expertise: Experience with mid-market accounts, contractors, and professional services, with premiums under $20K.
• Book of Business: Proven ability to manage a book of business with $850K in premium and 450 accounts.
• Soft Skills: Self-starter, go-getter, strong leadership, excellent communication, and strategic thinking.

#LI-MB4

Commercial Lines Team Lead

Job Summary

Seeking a highly motivated and experienced Commercial Lines Team Lead to oversee and enhance the daily operations of the commercial lines department. This role is pivotal in ensuring the performance, efficiency, and profitability of the team while fostering a culture of collaboration and excellence. The ideal candidate will have a proven track record in team management, a deep understanding of account management, and a commitment to delivering exceptional client service.

Compensation Package

• Salary: $115,000 - $125,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide overall management and oversight of daily operations within the commercial lines department.
• Develop and implement strategies to improve performance, efficiency, and profitability.
• Enhance processes to support organizational goals and maximize productivity.
• Lead and mentor a team of service representatives, fostering knowledge sharing and collaboration.
• Ensure compliance with agency service standards, rules, regulations, and procedures.
• Design and implement systems and procedures to achieve financial and performance goals.
• Develop, document, and audit agency operating procedures and service expectations.
• Conduct interviews, hire personnel, and oversee team member training and performance evaluations.
• Monitor and evaluate the effectiveness of training programs, making adjustments as needed.
• Lead and direct the work activities of the team, ensuring alignment with organizational objectives.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 10+ years in account management.
  • At least 3 years of experience in a team lead or managerial role.
• Technical Skills: Proficiency in Epic software.
• Soft Skills:
  • Professional demeanor.
  • Strong sense of accountability.
  • Ability to work effectively with team members.
• Other Requirements:
  
  • Ability to quickly adapt and perform all required responsibilities with minimal training.

#LI-BC2

Assistant Vice President (Team Leader)

Job Summary

The Assistant Vice President (Team Leader) is responsible for driving a culture of success through efficient processes, teammate engagement, and strong leadership of a technician team. This role focuses on delivering high-quality customer service, supporting retention objectives, and ensuring alignment with departmental strategies and operational standards.

Responsibilities

• Establish, direct, and monitor unit goals and objectives in alignment with departmental strategy and established policies and procedures.

• Evaluate short-term recruitment needs and support strategies focused on attracting and retaining top talent.

• Develop and maintain onboarding and training programs to ensure successful integration of new teammates and clear understanding of processes and procedures.

• Identify workflow inefficiencies and implement ongoing training plans utilizing internal and external resources.

• Supervise, coach, and develop team members to support professional growth and enhance service quality.

• Review and prepare periodic performance analyses to measure progress toward unit objectives.

• Ensure compliance with internal systems, procedures, and applicable insurance regulations.

• Promote collaboration between service teams to improve efficiencies and deliver a consistent, high-quality customer experience.

• Maximize effective use of agency management software and related technology through ongoing training and support.

• Foster a positive, collaborative, and accountable team environment.

• Encourage achievement of internal performance standards and continuous improvement initiatives.

• Participate in professional development, continuing education, and industry training to remain current on products, legislation, coverages, and technology.

• Perform additional duties as assigned.

Qualifications / Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• High School Diploma or equivalent required.

• Demonstrated knowledge of insurance coverages, contracts, and applicable state regulations.

• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Publisher.

• Ability to use standard office equipment effectively.

• Minimum of 7 years of experience in the insurance industry or a related field.

Preferred Qualifications

• College degree in a business-related field.

• Insurance designations such as CIC or CPCU.

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-JL1

Commercial Insurance Service/Department Manager

Hybrid - Hamilton Township, NJ

Job Summary
Seeking a dynamic Commercial Insurance Department Manager to join our client's team and drive the growth of the department. Reporting to the COO, you will be responsible for overseeing the CL Account Management Department, managing a team of 15-20 employees.  

Responsibilities
- Direct and supervise the day-to-day operations of the Commercial Lines Department
- Lead and manage a team of 15-20 employees, including training, performance evaluations, and team development
- Service a book in premium, ensuring exceptional customer service and satisfaction
- Handle new and renewal business quoting, including negotiating terms and conditions
- Develop and implement strategies to grow and retain business, meeting and exceeding revenue targets
- Foster strong relationships with key stakeholders, including carriers, clients, and underwriters
- Collaborate with senior management to develop and implement departmental goals and objectives

Qualifications/Requirements
- 10+ years of proven experience in the insurance industry with a focus on commercial lines
- Active P&C (Property & Casualty) license in good standing
- Proficiency in EPIC software and other relevant industry tools - required
- Strong leadership, interpersonal, and communication skills
- Proven track record of effectively managing a large book of business
- Ability to thrive in a fast-paced, deadline-driven environment
- Strategic thinking and problem-solving abilities

Compensation Package
- Excellent opportunities for professional growth and advancement.
- Competitive compensation: Between $100k-$150k (based on experience).
- Paid time off and company holidays.
- Comprehensive benefits package, including health, dental, vision, 401(k), and more.

- Hybrid work schedule available after training

#LI-CS1

#LI-hybrid