Receptionist & Insurance Office Coordinator

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#INDTJG-MWT 

Regional Executive (Territory Manager)

Job Summary

Seeking a dynamic and results-driven Regional Executive to lead and grow presence in the assigned region. This role is pivotal in driving profitable revenue growth by fostering relationships with retail agencies, insurance carriers, and digital affiliates. The ideal candidate will have a proven track record in insurance distribution, strong interpersonal skills, and the ability to thrive in a fast-paced, entrepreneurial environment.

Compensation Package

• Base Salary: $80,000 - $100,000 annually, with potential for higher salaries on a commission-draw basis.
• Equity Opportunity: Eligible for equity participation.
• Benefits:
  • Medical, Dental, and Vision Coverage
  • HSA, FSA, and Dependent Care Savings Accounts
  • Employer-Paid Short-Term Disability, Long-Term Disability, and Basic Life Insurance
  • Voluntary Life and AD&D Benefits

Responsibilities

• Achieve annual gross written premium and submission targets for the assigned region.
• Build and maintain a robust sales pipeline through collaboration with the field underwriting team.
• Conduct a minimum of 12+ customer visits weekly (60% in-person, 40% virtual).
• Develop and execute regional plans to meet submission, premium production, and loss ratio goals.
• Serve as a key external representative at broker visits and industry events.
• Identify and execute book roll opportunities for current and new product offerings.
• Provide feedback to enhance sales strategies, processes, and best practices.
• Track and evaluate production and task completion reports, adjusting plans as needed.
• Complete continuing education courses or industry designations to maintain subject-matter expertise.

Qualifications/Requirements

Education and Experience

• Bachelor’s Degree required.
• Minimum of 5 years of experience in outside sales, business development, or insurance distribution.
• Demonstrated experience managing broker or agency relationships.

#LI-CS2

Regional Executive (Territory Manager)

Job Summary

Seeking a dynamic and results-driven Regional Executive to lead and grow our presence in the assigned region. The ideal candidate will be responsible for driving profitable revenue growth through strategic partnerships with retail agencies, insurance carriers, and digital affiliates. This role requires a strong background in insurance distribution, business development, and relationship management. The Regional Executive will play a pivotal role in achieving submission, premium production, and loss ratio goals while serving as a key representative of our organization in the industry.

Compensation Package

• Base Salary: $80,000 - $100,000 annually (commensurate with experience and location)
• Equity Opportunity: Available
• Benefits Include:
  • Medical, Dental, and Vision Coverage
  • HSA, FSA, and Dependent Care Savings Accounts

Responsibilities

• Achieve annual gross written premium and submission business plan for the assigned region.
• Build and maintain strong relationships with retail agencies, insurance carriers, and digital affiliates to drive submission volume for admitted products.
• Conduct a minimum of 12+ customer visits weekly, with a mix of in-person (60%) and virtual (40%) meetings.
• Identify trends and customer needs to build a robust sales pipeline aligned with the annual business plan.
• Serve as a key external representative of the organization at broker visits and industry events.
• Set and track new business production goals with key broker and strategic partners, providing regular updates and adjustments to plans as needed.
• Collaborate with the field underwriting team to maximize regional production.
• Identify and execute book roll opportunities for current and new product offerings.
• Provide feedback to enhance sales and business development strategies, processes, and best practices.
• Complete continuing education courses or industry designations to maintain subject-matter expertise.

Qualifications/Requirements

Required:

• Bachelor’s Degree.
• Minimum of 5 years of experience in outside sales, business development, or insurance distribution, including managing broker or agency relationships.
• Demonstrated ability to collaborate effectively at all organizational levels.
• Proven track record of achieving sales and production goals.
• Strong interpersonal, analytical, and influencing skills.
• Excellent communication and leadership abilities.
• Proficiency in project management and organizational skills.
• Ability to work in a fast-paced, entrepreneurial environment.
• Valid driver’s license and reliable transportation with an acceptable motor vehicle record and proof of auto insurance.

#LI-CS2

Regional Executive (Territory Manager)

Job Summary

Seeking a dynamic and results-driven Regional Executive to lead and grow presence in the assigned region. The ideal candidate will be responsible for driving profitable revenue growth by building strong relationships with retail agencies, insurance carriers, and digital affiliates. This role requires a strategic thinker with a proven track record in business development, broker relationship management, and insurance distribution. The Regional Executive will play a pivotal role in achieving submission, premium production, and loss ratio goals while serving as a key external representative of our organization.

Compensation Package

• Base Salary: $80,000 - $100,000 annually (commensurate with experience and location).
• Equity Opportunity: Available for high-performing candidates.
• Benefits Include:
  • Voluntary Life and AD&D Benefits
  • Employee Assistance Program (EAP)

Responsibilities

• Achieve annual gross written premium and submission business plan for the assigned region.
• Build and maintain strong relationships with retail agencies, insurance carriers, and digital affiliates.
• Conduct a minimum of 12+ customer visits weekly (60% in-person, 40% virtual), including broker visits and industry events.
• Identify trends and customer needs to build a robust sales pipeline aligned with the annual business plan.
• Drive revenue by solving problems for brokers and strategic partners, ensuring 100% execution of tasks.
• Set and track new business production goals with key brokers and strategic partners.
• Provide and evaluate production and task completion reports, updating sales execution plans as needed.
• Identify and execute book roll opportunities for current and new product offerings.
• Collaborate with the underwriting team to maximize regional production.
• Provide feedback to enhance sales strategies, processes, and best practices across the organization.
• Complete continuing education courses or industry designations to maintain subject-matter expertise.

Qualifications/Requirements

Required:

• Bachelor’s Degree.
• Minimum of 5 years of experience in outside sales, business development, or insurance distribution.
• Demonstrated ability to manage broker or agency relationships.
• Proven ability to collaborate effectively at all organizational levels.
• Strong interpersonal, analytical, and influencing skills.
• Excellent communication and leadership abilities.
• Ability to work in a fast-paced, entrepreneurial environment.
• Strong organizational and project management skills.
• Valid driver’s license and reliable transportation with an acceptable motor vehicle record and proof of auto insurance.

#LI-CS2

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. With over 20 years of industry experience, agency prides itself on offering a wide range of coverage options, including specialized services in construction, family office, and contractor accounts. As a smaller agency with a family-oriented culture, we value collaboration, professionalism, and a commitment to excellence. This role is a true service position, requiring a proactive individual to manage accounts from A to Z, including cross-selling and servicing.

Compensation Package

• Salary Range: $50,000 - $150,000 (commensurate with experience)
• Work Schedule: Full-time, Monday to Friday, 8:00 AM - 5:00 PM
• Work Environment: Preferably fully in-office; remote work may be considered for exceptional candidates

Responsibilities

• Manage a portfolio of commercial lines accounts, specializing in construction, family office, and contractor clients
• Provide end-to-end account servicing, including quoting new and renewal business
• Cross-sell additional coverage options to existing clients
• Maintain strong client relationships through excellent communication and problem-solving skills
• Collaborate with the team to ensure seamless account management and client satisfaction
• Utilize agency management software (preferably Epic) and Excel for daily tasks

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required
• Experience:
  • Preferred: 10+ years in commercial lines account management
  • Minimum: 5 years of relevant experience
• Technical Skills: Proficiency in Epic software and Microsoft Excel preferred
• Soft Skills:
  • Strong organizational and time management abilities
  • Excellent communication and interpersonal skills
  • Detail-oriented with a commitment to accuracy
  • Ability to work collaboratively in a team-oriented environment
  • Proactive problem-solving mindset
• Background Requirements: Successful completion of a background check and drug screening

#LI-KM1

General Liability Claims Representative - Bodily Injury (Fast Track)

Job Summary

Seeking a skilled and detail-oriented General Liability Claims Representative specializing in Bodily Injury (Fast Track) to join a team. This role involves directly handling business owner liability claims, analyzing coverage issues, and performing routine claim adjusting functions. The ideal candidate will possess strong analytical, writing, and interpersonal skills, along with a solid understanding of standard industry liability forms. This is a 100% remote, temporary-to-hire position.

Compensation Package

• Hourly Rate: $37 - $41 per hour
• Work Arrangement: Fully Remote

Final compensation will be determined based on candidate qualifications, geographic location, and other considerations permitted by law.

Responsibilities

• Manage an active caseload of general liability bodily injury claims under business owner policies.
• Analyze coverage issues under various forms, including Business Owners Coverage, Garagekeepers, Hired Non-Owned Auto, and Auto Services.
• Investigate, evaluate, and position claims based on applicable coverage.
• Collaborate on setting reserves at appropriate levels for claims.
• Exercise sound judgment in managing Allocated Loss Adjustment Expenses (ALAE) during claims investigations.
• Maintain accurate and thorough documentation of claim files in accordance with established guidelines.
• Obtain and maintain adjuster licenses as required.

Qualifications/Requirements

Education:

• Bachelor’s degree (BA/BS) preferred.
• CPCU or other industry designations are a plus.
• State adjuster license(s) is a plus.

#LI-BC1

Senior Casualty Claims Examiner - Construction Defect

Job Summary

Seeking a highly skilled and experienced Senior Casualty Claims Examiner specializing in Construction Defect to join a dynamic and growing team. This is a fully remote position that offers the opportunity to work in a collaborative and entrepreneurial environment. The ideal candidate will have a strong background in claims handling, particularly in construction defect cases, and will thrive in a fast-paced, innovative setting.

Compensation Package

• Salary Range: $120,000 - $145,000 per year (up to $150,000 for exceptional candidates)
• Benefits:
  • Flexible working hours
  • Professional development opportunities

Responsibilities

• Manage a caseload of approximately 120 claims, primarily involving construction defect and third-party property damage.
• Conduct thorough coverage analysis and draft coverage position letters.
• Collaborate with co-carriers to determine time on risk, case values, and resolution strategies.
• Perform liability investigations and ensure compliance with Department of Insurance (DOI) regulations.
• Assign and work closely with defense counsel to develop litigation plans and budgets.
• Retain and coordinate experts within agreed-upon budgets.
• Establish and maintain timely indemnity and expense reserves, revisiting adequacy as needed.
• Prepare and submit authority requests for cases exceeding personal authority limits, including comprehensive reports and verbal presentations.
• Attend mediations, settlement conferences, and trials as necessary.
• Stay informed on changes in case law and industry trends.
• Provide support to underwriting and other business partners.

Qualifications/Requirements

• Bachelor’s degree or equivalent experience required.
• Professional designations such as CPCU, AIC, or SCLA are a plus.
• Minimum of 10 years of overall claims handling experience, with at least 5 years specializing in construction defect cases.
• Must hold or be able to obtain required state licenses (home state license required; licenses in TX, FL, and CA preferred).
• Strong written and verbal communication skills.
• Ability to work independently in a less structured, collaborative environment.
• Commitment to obtaining a California license within the first 90 days (support and resources provided).

#LI-BC1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is integral to managing a $1.5M commercial book of business, working with a variety of carriers and industries. The ideal candidate will bring a strong background in commercial lines insurance, a proactive attitude, and a commitment to providing exceptional service to valued clients.

Compensation Package

• Salary: $70,000 - $85,000 annually, commensurate with experience
• Benefits: Medical, Dental, Vision, Short-Term Disability, Life Insurance, and Retirement Plan
• Raises: Annual performance-based increases

Responsibilities

• Manage a $1.5M commercial book of business, including contractors, BOPs, restaurants, workers' compensation, and professional liability accounts
• Work with carriers such as Travelers, Frankenmuth, Accident Fund, Great American, CHUBB, and Michigan Millers
• Quote new and renewal business
• Provide exceptional customer service to clients, ensuring their needs are met promptly and professionally
• Collaborate with team members to maintain a positive and productive work environment

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required
• Experience: Minimum of 3 years of experience in commercial lines insurance (5-6 years preferred)
• Software Proficiency: Familiarity with Applied Systems software is required
• Soft Skills:
  • Ability to quickly adapt and contribute to the team
  • Strong sense of loyalty and commitment
  • Self-motivated and able to work independently
  • Excellent communication and interpersonal skills
  • Detail-oriented with strong organizational abilities

#LI-TR2

Multi-Line Claims Examiner - GL/Property Damage + BI, Commercial Auto

Job Summary

Seeking a dedicated and experienced Multi-Line Claims Examiner to join a team. The successful candidate will handle claims across multiple lines of coverage, with a focus on General Liability, Property Damage, Bodily Injury, and Commercial Auto. If you are a detail-oriented professional with a strong background in claims handling and a passion for delivering exceptional customer service, we encourage you to apply.

Compensation Package

• Salary: $80,000 - $90,000 per year
• Benefits Include:
  • 37.5-hour workweek
  • Personal Performance Incentive Bonus (discretionary) and annual salary reviews
  • Comprehensive health, dental, and vision insurance starting the 1st of the month following your start date
  • Education and training opportunities, including financial assistance for insurance designations
  • Employee Fitness Program

Responsibilities

• Review, analyze, and interpret policy conditions, exclusions, and endorsements to resolve coverage and liability issues for assigned claims.
• Prepare reservation of rights letters, non-waiver agreements, and coverage disclaimers.
• Evaluate claim reserves to ensure they accurately reflect potential exposure.
• Conduct thorough investigations, including obtaining statements, records, and other evidentiary materials.
• Document and report on investigation and claims handling activities.
• Negotiate and resolve claims with claimants, insureds, and their legal representatives, including through mediation, arbitration, or court-supervised settlement efforts.
• Maintain compliance with regulatory and jurisdictional requirements.
• Provide direction to defense counsel, independent adjusters, and other third parties involved in claims.
• Identify and pursue risk transfer opportunities, if applicable.
• Perform other duties as assigned.

Qualifications/Requirements

• Minimum of 3 years of experience in:
  • Coverage review, including interpreting policies, agreements, and disclaimers.
  • Claims investigation, including obtaining statements and retaining experts or counsel.
  • Claims administration, including reporting, reserve reviews, and compliance with laws and procedures.
  • Claims settlement, including preparing legal documents and participating in court proceedings when necessary.
• Strong knowledge of coverage, negligence principles, investigation, and negotiation techniques.
• Active adjuster license (or ability to obtain and maintain state adjusting licenses as needed).
• Proven ability to manage a caseload of 100-125 claims, including litigation cases.
• Service-oriented mindset with excellent communication skills to interact with customers, claimants, opposing counsel, and defense counsel.
• Strong organizational skills with the ability to manage multiple tasks simultaneously.
• Excellent judgment, negotiation, and decision-making skills.
• Willingness and ability to travel to off-site locations or overnight as required.
• Experience handling liability claims in Texas and Oklahoma is preferred.

#LI-BC1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a dynamic team. This role is ideal for a professional with a strong background in commercial insurance, particularly in middle-market accounts. The successful candidate will play a pivotal role in managing client relationships, handling renewals, marketing, endorsements, and assisting producers with new business marketing. This position offers an opportunity to work in a collaborative environment with a focus on delivering exceptional service to our clients.

Compensation Package

• Salary Range: $65,000 - $85,000 annually, based on experience and qualifications.
• Comprehensive benefits package available upon request.

Responsibilities

• Manage a book of business with over $2 million in premiums, focusing on middle-market accounts.
• Handle renewals (90%) and assist with quoting new business (10%).
• Process Certificates of Insurance (COI), endorsements, and other policy-related tasks.
• Collaborate with producers to market new business opportunities.
• Utilize Epic software for account management and documentation.
• Coordinate with outsourced administrative support (Patra) to streamline processes.
• Ensure timely and accurate service delivery to clients.
• Maintain a high level of professionalism and resolve conflicts effectively in high-stress situations.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) License is required.
• Experience: Minimum of 3 years in a similar role, preferably with exposure to construction or generalist accounts.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills: Strong organizational skills, timeliness, personable demeanor, conflict resolution abilities, and the capacity to perform under pressure.
• Education: Relevant educational background or equivalent work experience.
• Training: 1-2 months of training provided, depending on experience.

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