Commercial Insurance Producer

Job Summary

Seeking a motivated and experienced Commercial Insurance Producer to join a team. This role is an exciting opportunity for a results-driven professional to specialize in trucking and commercial auto insurance, including General Liability (GL), Workers' Compensation (WC), and Business Owners Policies (BOP). The ideal candidate will be a self-starter with a proven track record in building and managing a successful book of business. This is a full-time, in-office position with significant growth potential and a clear path to earning performance-based bonuses.

Compensation Package

• Competitive base salary
• Performance-based bonuses starting at $1M in premium production, with increasing incentives as you grow your book of business
• Comprehensive benefits package, including 401(k)
• Relocation assistance may be considered for the right candidate

Responsibilities

• Develop and grow a book of business specializing in trucking and commercial auto insurance
• Generate a minimum of $150,000 in premium annually, with opportunities to exceed this target
• Build and maintain strong relationships with clients, providing exceptional service and tailored insurance solutions
• Collaborate with account managers and administrative support to ensure seamless client service
• Quote and renew policies, focusing on middle-market to large-market accounts
• Stay informed on industry trends, regulations, and best practices to provide clients with the most up-to-date advice

Qualifications/Requirements

• Active Property & Casualty (P&C) license
• Minimum of 1+ years of experience in commercial auto/trucking insurance, including familiarity with CMC numbers, dump trucks, and semi-trucks
• Proven ability to produce and manage a book of business
• Proficiency with insurance software, preferably Nowcertz
• Strong interpersonal and communication skills, with the ability to build and maintain client relationships
• Self-motivated, goal-oriented, and able to work independently in a fast-paced environment

#LI-AR1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a growing team. This role is pivotal in providing exceptional service to the clients and managing a diverse portfolio of commercial lines accounts. The ideal candidate will be a driven, team-oriented professional with a strong "get the job done" attitude. This position offers an exciting opportunity to work in a collaborative and supportive environment within a rapidly growing organization.

Compensation Package

• Salary: $50,000 - $65,000 annually (commensurate with experience)
• 401(k): Employer match of 4%
• Comprehensive benefits package
• Equipment provided for remote work (if applicable): Laptop, dual monitors, docking station, headset, keyboard, mouse, etc.

Responsibilities

• Manage a portfolio of commercial lines accounts, handling all aspects of servicing from A-Z.
• Quote new and renewal business as required.
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly.
• Collaborate with team members to ensure seamless account management and client satisfaction.
• Utilize EPIC software for account management and documentation.
• Participate in training sessions and team meetings as needed.

Qualifications/Requirements

• Licenses/Certifications: Property and Casualty (P&C) license required.
• Experience: Minimum of 2 years of experience in commercial lines account management (2-5 years preferred).
• Proficiency in EPIC software is highly desirable.
• Strong organizational and time-management skills.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a team-oriented environment.
• A proactive and driven approach to work, with a focus on delivering results.

#LI-MB4

Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and professional Commercial Lines Account Manager to join a growing team. This role offers an exciting opportunity to manage a portfolio of small to mid-sized commercial accounts, delivering exceptional service and building strong client relationships. The ideal candidate will have a proven track record in managing accounts end-to-end, a proactive approach to client service, and a commitment to operational excellence.

Compensation Package

• Salary: $100,000 - $125,000 annually, plus 2.5% commission on all renewal business.
• 401(k): 4% company match.
• Comprehensive benefits package available.

Responsibilities

• Manage a portfolio of commercial clients across various coverages, including General Liability, Property, BOP, Workers’ Compensation, Auto, EPLI, Cyber, and related policies.
• Oversee the renewal process with a proactive approach, ensuring clients are informed of all options and tradeoffs.
• Provide expert advisory services to small and medium-sized business owners while handling day-to-day service needs such as endorsements, certificates, claims support, and compliance requests.
• Collaborate with placement specialists and producers to effectively market accounts, ensuring smooth handoffs and driving retention and cross-sell opportunities.
• Contribute to the development and improvement of workflows, checklists, templates, and service standards as the team scales.
• Leverage technology and automation tools to enhance efficiency and maintain personalized client communication.
• Maintain accurate documentation and operational discipline within the Agency Management System (AMS) to support scalability and quality assurance.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 4+ years of experience managing commercial accounts, with a proven ability to handle accounts from start to finish.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills:
  • Professional demeanor and communication skills.
  • Strong sense of accountability and ownership.
  • Ability to work collaboratively with team members.
• Other Requirements:
  • Must pass a background check prior to the start date.
  • Ability to work full-time in the office (no remote or hybrid options available).

#LI-BC2

Employee Benefits Account Manager

Job Summary

Seeking a highly skilled and professional Employee Benefits Account Manager to join a growing team. This role is pivotal in managing and nurturing client relationships, ensuring seamless execution of benefits processes, and delivering exceptional service to the portfolio of small-to-medium business (SMB) clients. The ideal candidate will have a proactive mindset, strong technical expertise, and a passion for providing tailored solutions to meet client needs.

Compensation Package

• Salary: $100,000 - $125,000 annually
• Commission: 2.5% on all renewal business
• 401(k): 4% company match
• Comprehensive benefits package

Responsibilities

• Serve as the primary point of contact for a portfolio of SMB benefits clients, managing relationships end-to-end.
• Lead client renewals and open enrollment processes with a proactive and strategic approach.
• Provide empathetic and precise employee-level support, including eligibility changes, enrollment troubleshooting, claims navigation, and benefits inquiries.
• Ensure compliance with ACA, ERISA, COBRA, and other related benefits regulations, escalating issues as necessary.
• Collaborate with third-party administrators (TPAs), carriers, and vendors to resolve issues efficiently and maintain a consistent client experience.
• Contribute to the development and refinement of workflows, templates, and service standards as the agency scales.
• Leverage modern benefits platforms and tools to enhance accuracy, reduce manual tasks, and keep clients informed.
• Partner with internal teams, including placement, producers, and operations leadership, to improve client retention and outcomes.

Qualifications/Requirements

• Experience: Minimum of 4 years of experience managing benefits accounts end-to-end.
• Licenses/Designations: Life and Health (L&H) license required.
• Technical Skills: Proficiency in Epic software is preferred.
• Strong understanding of benefits administration, including ACA, ERISA, and COBRA compliance.
• Exceptional communication and interpersonal skills, with the ability to build and maintain professional relationships.
• Demonstrated accountability, teamwork, and professionalism.
• Ability to work effectively in a collaborative, fast-paced environment.

#LI-BC2

Life and Health Insurance Producer

Job Summary

Seeking a motivated and results-driven Life and Health Insurance Producer to join a team. This role involves selling individual and group insurance products, including life, fixed annuities, health, dental, vision, disability, HSA/FSA, and long-term care plans. The ideal candidate is a proactive self-starter with a strong sales acumen and a passion for helping clients secure their financial future. This position offers a unique opportunity to work with a leading insurance carrier and grow your career in a supportive and dynamic environment.

Compensation Package

• Base Salary: Up to $75,000 annually
• Commission Structure:
  • 70% on new business
  • 35% on renewals
• 401(k): Employer match up to 10%
• Benefits: Company-paid benefits for single coverage
• Work Arrangement: Onsite for the first 90 days, with the potential for remote flexibility thereafter

Responsibilities

• Proactively generate leads and build a robust client base through various sales strategies, including lead generation services and purchased lists.
• Sell individual and group insurance products, including life, health, dental, vision, disability, HSA/FSA, and long-term care plans.
• Develop and maintain strong relationships with clients, providing exceptional customer service and tailored insurance solutions.
• Collaborate with internal teams to understand company culture, processes, and client interaction standards during the initial onboarding period.
• Meet and exceed sales targets by identifying client needs and offering appropriate insurance products.

Qualifications/Requirements

• Licenses/Designations: Active Life and Health (L&H) license is required.
• Experience: Minimum of 2 years of experience in insurance sales or a related field.
• Proven track record of success in a sales-driven environment, with a strong ability to generate and close leads.
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
• Self-motivated, goal-oriented, and eager to succeed in a competitive industry.
• Familiarity with Erie insurance products is a plus.

#LI-CS1

Personal Lines Account Manager – High Net Worth

Job Summary

Seeking a highly skilled and professional Personal Lines Account Manager to join a team. This role focuses on managing and servicing a portfolio of high-net-worth and upper-middle-class personal lines accounts. The ideal candidate will possess strong interpersonal skills, a client-focused mindset, and the ability to navigate complex client needs. This is an excellent opportunity to join a well-established organization with a reputation for delivering exceptional service.

Compensation Package

• Base Salary: $70,000 – $85,000 (commensurate with experience and qualifications).
• Incentives:
  • Year-end bonus (typically several thousand dollars).
  • Tenure bonus after 10 years of service.
• Benefits:
  • Comprehensive health insurance through Medical Mutual.
  • Vision and dental coverage.
  • Voluntary life insurance.
  • Potential salary adjustment if benefits are not required.
• 401(k): 50% match up to 8% (equivalent to 4% employer contribution on 8% employee deferral).
• Paid Time Off (PTO):
  • 2 weeks PTO to start.
  • 5 personal days.
  • Willing to match prior PTO balances when possible.

Responsibilities

• Manage and service personal lines accounts, with a focus on high-net-worth clients.
• Handle change orders, endorsements, renewals, and client communications.
• Support client introductions as needed.
• Collaborate with senior team members to ensure consistent and high-quality service.
• Occasionally travel to client sites for introductions when appropriate.

Qualifications/Requirements

Must-Have:

• Proven experience in Personal Lines Account Management.
• Ability to work effectively with high-net-worth clientele.
• Active Property & Casualty license.

#LI-AS2

Personal Lines Service Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Service Manager to join a close-knit and family-oriented team. This role involves managing a team of four professionals, overseeing daily operations, and servicing high-end personal lines clientele. The ideal candidate will bring a positive attitude, strong leadership skills, and a commitment to long-term growth within the organization.

Compensation Package

• Salary Range: $55,000 - $75,000 annually
• Benefits: Comprehensive benefits package
• 401(k): Included
• Work Environment: Fully onsite

Responsibilities

• Lead and manage a team of four personal lines professionals.
• Oversee daily operations to ensure efficiency and high-quality service delivery.
• Provide exceptional service to high-premium personal lines accounts.
• Handle quoting for new and renewal business.
• Utilize AMS360 software to manage accounts and operations.
• Collaborate with team members to maintain a positive and productive work environment.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience: Minimum of 10 years in personal lines servicing; management experience is preferred but not required.
• Technical Skills: Proficiency in AMS360 software is highly desirable.
• Attributes: Strong interpersonal skills, a positive attitude, and a commitment to long-term growth within the organization.

#LI-JN4

Employee Benefits Account Manager (Floating Role)

Job Summary

Seeking a dynamic and experienced Employee Benefits Account Manager to join a growing team. This is a unique floating role, providing support across various teams as needed. The ideal candidate will have a strong background in employee benefits, exceptional client management skills, and the ability to adapt to diverse group accounts. This position offers a hybrid work environment after an initial in-office period and is open to candidates from any office location.

Compensation Package

• Salary Range: $65,000 - $87,000 per year (based on experience).
• Additional Benefits: Comprehensive benefits package.
• Work Environment: Hybrid work model (3 days in-office, 2 days remote) after the initial 2-3 months of in-office training.

Responsibilities

• Manage a variety of client accounts, primarily groups ranging from 150-500 lives.
• Explain employee benefits plans and address client inquiries during enrollment periods.
• Ensure the delivery of exceptional service and maintain strong client relationships.
• Assist with quoting new and renewal business.
• Utilize Applied EPIC software to manage accounts and documentation.
• Adapt to the needs of different teams and provide support where required.

Qualifications/Requirements

• Licensure: Active Life & Health (L&H) license is required.
• Experience: 2-5+ years of experience in employee benefits, with a preference for candidates with self-funded benefits experience.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Interpersonal Skills: Strong communication and client management abilities.
• Flexibility: Willingness to work across various teams and adapt to different client needs.

#LI-KD1

Commercial Lines Account Manager (CLAM)

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager (CLAM) to join a growing team. This role offers an exciting opportunity to work in a dynamic and supportive environment where employees are valued and encouraged to grow professionally. The ideal candidate will have a strong background in commercial lines insurance, excellent organizational skills, and a proactive approach to client management.

Compensation Package

• Salary Range: $60,000 - $75,000 (higher compensation may be considered based on experience)
• Benefits:
  • Comprehensive health insurance (75% individual coverage, 50% family coverage)
  • 401(k) plan with 50% match up to 6% contributions
• Work Arrangement: Hybrid model (2 days in-office) or fully remote for candidates residing over 30 miles from the office
• Additional Perks: Opportunities for internal growth, structured training programs, and a supportive company culture

Responsibilities

• Manage a portfolio of commercial lines accounts, focusing on habitational, construction, property, and lessor's risk accounts
• Handle accounts with premiums ranging from $25,000 to $100,000, with a total book of business valued at $6M-$7M
• Collaborate with producers to quote new and renewal business
• Maintain a high level of client satisfaction by providing timely and accurate service
• Ensure all account activities are compliant with company policies and industry regulations
• Utilize EPIC software to manage accounts and streamline workflows

Qualifications/Requirements

• Minimum of 5 years of experience in commercial lines account management
• Property & Casualty (P&C) licensure required
• Strong organizational skills and a sense of urgency in managing tasks
• Experience with habitational and property accounts is highly preferred
• Proficiency in EPIC software or similar account management tools
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

#LI-DD4

Personal Lines Customer Service Representative

Job Summary

Seeking a seasoned and dedicated Personal Lines Customer Service Representative to join a team. This role is integral to providing exceptional service to the clients and maintaining the high standards of the organization. The ideal candidate will have experience in personal lines insurance, with a preference for those familiar with Erie Insurance and Applied Epic software. This is an in-office position, with work-from-home options available only under special circumstances.

Compensation Package

• Competitive salary based on experience and qualifications
• Comprehensive 401(k) retirement plan
• Full benefits package (details provided upon request)

Responsibilities

• Provide exceptional customer service to personal lines clients
• Handle standard-sized accounts and manage a book of business
• Assist with quoting new and renewal business
• Collaborate with team members to ensure client satisfaction and efficient operations
• Maintain accurate and up-to-date records in Applied Epic software

Qualifications/Requirements

• Active Property & Casualty (P&C) license required
• Minimum of 2 years of experience in personal lines insurance preferred
• Experience with Erie Insurance and Applied Epic software is a significant advantage
• Strong communication and interpersonal skills
• Ability to work effectively in a team-oriented, in-office environment
• Detail-oriented with excellent organizational skills

#LI-CS1