Field Underwriter

Job Summary

Seeking a highly skilled and experienced Field Underwriter to join a team, This role is ideal for a seasoned professional with a strong background in commercial underwriting, advanced risk assessment, and agency relationship management. As a Field Underwriter, you will independently evaluate and underwrite complex and high-value risks, provide consultative support to field underwriters and agency partners, and contribute to strategic initiatives that drive profitability and growth. Weekly travel within a 3–5 hour radius is required, and a company vehicle will be provided.

Compensation Package

• Salary: Up to $150,000 annually
• Benefits: Comprehensive benefits package
• Perks: Company vehicle provided
• Employment Type: Permanent

Responsibilities

1. Advanced Underwriting Execution:

   • Independently underwrite and price complex and specialized commercial risks within expanded authority levels.
   • Ensure profitable growth by applying advanced judgment and technical expertise.

2. Risk Analysis & Technical Consultation:

   • Conduct in-depth risk analysis using financials, loss control reports, industry trends, and predictive data models.
   • Provide consultative guidance to field underwriters and agents on risk mitigation and coverage solutions.

3. Territory Management:

   • Manage a field underwriting territory focused on new business production.
   • Align underwriting strategy with profitability goals and identify trends to adjust approaches as needed.

4. Agency Engagement & Strategic Support:

   • Build and maintain strong relationships with key agency partners.
   • Conduct in-person meetings, support complex negotiations, and participate in strategic planning with agencies.

5. Market Intelligence & Innovation:

   • Monitor market developments, emerging risks, and competitor activity.
   • Provide feedback to influence the evolution of underwriting guidelines, tools, and practices.

6. Mentorship & Knowledge Sharing:

   • Serve as a technical resource and mentor to field underwriters.
   • Share best practices and support skill development across the team.

7. Program & Product Expertise:

   • Partner with Territory Managers and Learning & Development teams to conduct product training sessions.
   • Provide feedback on product performance and market fit.

Qualifications/Requirements

• Bachelor’s degree (advanced designations such as CPCU or ARM are preferred).
• 6–8+ years of experience in commercial underwriting, particularly with complex risks.
• Exceptional analytical, consultative, and communication skills.
• Ability to travel regularly within the assigned territory.
• Residency in South Texas (San Antonio or Austin areas preferred). Relocation packages are not provided.

#LI-BR1

Senior Claims Specialist - Multi-Line Adjuster (GL/Property Damage, BI, Commercial Auto)

Job Summary

Seeking a highly skilled and experienced Senior Claims Specialist to join a team. This role involves handling claims across multiple lines of coverage, including General Liability, Commercial Auto, Property Damage, Bodily Injury, and Litigation. The ideal candidate will possess a strong background in claims investigation, coverage analysis, and resolution, with a focus on delivering exceptional customer service to internal and external stakeholders. This is a hybrid position, requiring three days per week in the office.

Compensation Package

• Salary: $85,000 - $105,000 per year (based on experience)
• Benefits:
  • 28 days of Paid Time Off (PTO) to start
  • 37.5-hour workweek
  • Personal Performance Incentive Bonus (discretionary) and annual salary reviews
  • 401(k) with company match
  • Comprehensive health, dental, and vision insurance starting the 1st of the month following your start date
  • Company-paid life insurance (2x annual earnings)
  • Paid time off for 12 holidays annually
  • Education and training opportunities, including financial assistance for insurance designations
  • Employee fitness program
  • Flexible start and end times for a 7.5-hour workday

Responsibilities

• Analyze and interpret policy conditions, exclusions, and endorsements to resolve coverage and liability issues.
• Prepare reservation of rights letters, non-waiver agreements, and coverage disclaimers.
• Evaluate and adjust claim reserves to reflect potential exposure accurately.
• Conduct thorough investigations, including obtaining statements, records, and other evidentiary materials.
• Document and report on investigation findings and claims handling activities.
• Negotiate settlements through mediation, arbitration, or court-supervised efforts.
• Manage and direct defense counsel, independent adjusters, and other third-party vendors.
• Maintain compliance with regulatory and jurisdictional requirements.
• Provide exceptional customer service to clients, claimants, and other stakeholders.
• Travel as needed to company offices, customer locations, and litigation-related events.

Qualifications/Requirements

• Minimum of 5 years of experience in:
  • Coverage review, including interpreting policies and agreements.
  • Claims investigation, including obtaining statements and retaining experts.
  • Claims administration, including compliance with laws and procedures.
  • Claims settlement, including preparation of legal documents and participation in court proceedings.
• Strong knowledge of coverage, negligence principles, investigation, and negotiation techniques.
• Active Adjuster License (or ability to obtain and maintain state licenses as required).
• Proven ability to manage a caseload of 100-125 claims, including litigation cases.
• Experience handling liability claims in one or more of the following states: FL, GA, AL, NC, SC, VA, and PA.
• Excellent judgment, negotiation, and decision-making skills.
• Strong organizational and multitasking abilities.
• Exceptional communication skills for interacting with clients, claimants, and legal professionals.
• Willingness to travel as required.
  
  #LI-BC1
  

Inside Broker - Energy/Environmental

Job Summary

Seeking a highly skilled and motivated Inside Broker - Energy/Environmental to join a dynamic team. This role is ideal for an experienced professional with a strong background in the Energy and Environmental sectors, including Oil & Gas, Pollution, and Waste Management. The successful candidate will play a critical role in managing and quoting new and renewal business, working with accounts ranging from $25,000 to $1 million in premium.

Compensation Package

• Salary Range: $80,000 - $95,000 (higher compensation available for exceptional candidates)
• 401(k): 3% employer contribution
• Benefits: Comprehensive benefits package provided (details available upon request)

Responsibilities

• Manage and quote new and renewal business for Energy/Environmental accounts, including Oil & Gas, Pollution, and Waste Management.
• Handle accounts ranging from $25,000 to $1 million in premium.
• Collaborate with team members to ensure seamless service delivery and client satisfaction.
• Leverage existing market knowledge to provide expert advice and solutions to clients.
• Maintain strong relationships with clients and underwriters to facilitate effective communication and negotiation.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of experience in the Energy/Environmental sector with a focus on brokerage (non-binding).
• Market Knowledge: Strong understanding of Energy/Environmental markets, including Oil & Gas, Pollution, and Waste Management.
• Soft Skills:
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Detail-oriented with exceptional organizational skills.
  • Ability to work collaboratively in a team environment.
  • Proactive and self-motivated with a client-focused mindset.
• Technical Skills: Proficiency in relevant software tools (details to be discussed during the interview).

#LI-DM2

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and customer-focused Commercial Lines Account Manager to join a team. In this role, you will play a pivotal part in managing and growing client relationships, providing exceptional service, and supporting ongoing account management needs. This is an exciting opportunity to join a full-service insurance agency with a client-first, relationship-driven culture.

Compensation Package

• Salary Range: $60,000 - $85,000 (commensurate with experience)
• Benefits: Comprehensive benefits package, including health insurance and 401(k)

Responsibilities

• Manage and maintain client accounts, ensuring a high level of customer satisfaction.
• Provide ongoing account support, including policy reviews, renewals, and updates.
• Communicate effectively with clients regarding policies, services, and coverage options.
• Cross-sell additional products and services to meet client needs.
• Collaborate with team members to ensure seamless service delivery.
• Participate in training programs and ongoing professional development.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience:
  • Proven account management experience, preferably in commercial lines.
  • Strong customer service and communication skills.
  • Experience with cross-selling insurance products.
• Technical Skills: Proficiency in EZLynx and Microsoft Office Suite.
• Ability to work independently and collaboratively within a team.
• Detail-oriented with excellent organizational skills.

#LI-RT1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is pivotal in maintaining and growing relationships with small business clients, ensuring their insurance needs are met with professionalism and care.

Compensation Package

• Salary Range: $50,000 - $70,000+ (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a portfolio of small business accounts, focusing on building and maintaining strong client relationships.
• Handle daily account management tasks, including quoting new and renewal business.
• Work with carriers such as Erie, Grange, Westfield, Auto Owners, Encova, Acuity, Safeco, CHUBB, Travelers, and Cincinnati.
• Utilize PartnerXE software for account management and documentation.
• Collaborate with the service team to ensure seamless client support.
• Attend occasional in-office meetings a few times a year to align with the team and company goals.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Significant experience in commercial lines account management, with a strong preference for candidates with a proven track record in small business accounts.
• Technical Skills: Proficiency in PartnerXE software or similar platforms is preferred.
• Soft Skills:
  • Strong relationship-building abilities.
  • Excellent communication and organizational skills.
  • Attention to detail and problem-solving capabilities.
• Work Environment: Open to remote work with occasional travel to the office for company meetings.

#LI-DC2

Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a growing team. This is an exciting opportunity to work in a fast-paced, professional yet fun environment where your ideas will be valued, and your contributions will make a difference.

Compensation Package

• Salary Range: $45,000 - $55,000 (Target: $50,000)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Answer incoming calls and handle routine tasks such as:
  • Issuing ID cards
  • Updating auto and home policies
• Direct calls to the appropriate team members for renewals and new business
• Provide exceptional customer service and ensure client satisfaction
• Utilize EPIC software to manage accounts and maintain accurate records

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required
• Experience: Open to candidates with varying levels of experience, including those newer to the industry
• Technical Skills: Familiarity with EPIC software is a plus
• Soft Skills:
  • Strong problem-solving abilities
  • Excellent communication and interpersonal skills
  • Ability to work collaboratively and contribute ideas
• Work Ethic: Organized, detail-oriented, and committed to providing top-notch service

#LI-TS1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role is pivotal in managing and servicing personal lines accounts, ensuring client satisfaction, and contributing to the growth of the organization.

Compensation Package

• Salary Range: $50,000 - $70,000 annually, based on experience.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a portfolio of personal lines accounts, including standard and some high-net-worth accounts.
• Handle quoting for new and renewal business.
• Collaborate with carriers such as Erie, Grange, Westfield, Auto Owners, Encova, Acuity, Safeco, CHUBB, Travelers, and Cincinnati.
• Maintain strong relationships with clients, providing exceptional customer service and addressing their insurance needs.
• Utilize PartnerXE software for account management and documentation.
• Attend occasional in-office meetings a few times a year.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Significant experience in personal lines account management is required.
• Technical Skills: Proficiency in PartnerXE software is preferred.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Excellent organizational and time management abilities.
  • Problem-solving mindset with attention to detail.
  • Ability to work independently and collaboratively in a team environment.
  • Customer-focused with a commitment to delivering high-quality service.

#LI-DC2

General Liability Claims Team Lead

Job Summary

Seeking a highly skilled and experienced General Liability Claims Team Lead to join a team. This is an opportunity to lead a team of adjusters handling both litigated and non-litigated bodily injury liability claims. The ideal candidate will have a strong background in general liability claims, leadership experience, and a commitment to excellence in claims management.

Compensation Package

• Salary Range: $120,000 - $145,000 per year (based on qualifications, geographic location, and other considerations).
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Oversee a remote team of 5-6 adjusters managing bodily injury liability claims.
• Ensure appropriate claim handling, decision-making, and adherence to in-house processes.
• Review and edit positional correspondence and escalated claims.
• Collaborate with in-house counsel to interpret policy coverages and jurisdictional impacts.
• Conduct training for new team members and provide continuous coaching and support.
• Identify subrogation potential or fraud alerts and make appropriate referrals.
• Participate in large loss and litigated matter reviews with Claims Supervisors and at Roundtable meetings.
• Conduct employee performance reviews and manage administrative responsibilities associated with team leadership.

Qualifications/Requirements

• Education: Bachelor’s degree or higher required.
• Experience:
  • Minimum 5 years of experience handling general liability claims.
  • Minimum 3 years of experience managing litigated matters.
  • Significant supervisory experience preferred.
• Licensing: Active adjuster licenses required (FL or TX preferred).
• Skills:
  • Excellent written and verbal communication skills.
  • Strong organizational and time management abilities.
  • Proficiency in technology and computer systems.
  • Self-motivated with the ability to work independently.
• Preferred: JD (Juris Doctor) degree is a plus but not required.

#LI-BC1

Construction Safety Specialist

Job Summary

Seeking a dedicated and experienced Construction Safety Specialist to join a team.

Compensation Package

• Base Salary: $100,000 to $110,000, depending on experience, certifications, and qualifications.
• Benefits: Competitive benefits package

Responsibilities

• Conduct safety inspections of worksites and facilities, identifying workplace hazards and providing recommendations for compliance.
• Develop and implement safety programs tailored to client needs.
• Deliver safety training sessions, including forklift safety, aerial lift, and boom safety training.
• Create comprehensive safety manuals, including site-specific manuals when required.
• Collaborate with general contractors to discuss and enforce safety protocols.
• Interact with governmental agencies to address and mitigate safety concerns.
• Maintain up-to-date knowledge of OSHA 1926 and 1910 regulations and ensure client adherence.

Qualifications/Requirements

• In-depth knowledge of OSHA 1926 and 1910 (all subparts) is required.
• Certifications in forklift safety training, aerial lift, and boom safety training are highly desirable.
• OSHA-certified trainer and NYS CR-59 certification preferred (or willingness to obtain certification during employment).
• Self-motivated and proactive in identifying problems and developing effective solutions.
• Strong business acumen with excellent communication skills to interact with all levels of management.
• Ability to work independently and collaboratively in a team setting.

#LI-CH3