Commercial Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

 The ideal candidate will have the following qualifications:

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Responsible for retention of all accounts assigned to them.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

#LI-TS3

P&C Account Manager

Job Summary

An established and growing insurance agency is seeking an experienced Property and Casualty Account Manager to support continued expansion. This role is responsible for managing a book of business, supporting new and renewal activity, and maintaining strong client retention through proactive account management and technical expertise. The ideal candidate brings solid experience in P&C account management, a strong understanding of underwriting concepts, and the ability to manage client relationships across a variety of industries.

Responsibilities

• Manage and service a book of business with a focus on retention, renewal, and client satisfaction
• Plan, direct, and execute the quoting process for new and existing accounts
• Market and renew accounts across multiple industries
• Negotiate with insurance carriers and vendors regarding quotes, premiums, and endorsements
• Coordinate implementation and ongoing administration of client accounts
• Maintain working knowledge of insurance regulations, industry trends, and best practices
• Prepare and transfer account data, including spreadsheets and supporting documentation, to external vendors, auditors, and consultants
• Serve as a liaison and present information to executive-level stakeholders as needed
• Maintain accurate documentation and records within agency management software

Qualifications/Requirements

• Bachelor’s degree preferred
• Minimum of four years of experience in P&C account management or sales
• Comprehensive knowledge of property and casualty insurance, including underwriting concepts and policy administration
• Strong verbal and written communication skills
• Experience working with or presenting to executive-level stakeholders
• 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-AP1

Commercial Lines Account Manager

Our client is actively seeking a team-oriented and detail-driven Commercial Lines Account Manager with a passion for fostering strong relationships and serving Property & Casualty (P&C) customers. This role is an excellent fit if you're a highly motivated, organized, and relationship-focused professional who thrives in a collaborative team environment.

Responsibilities:

• Develop and maintain robust professional relationships with clients, their representatives, and insurance company personnel.
• Accurately and efficiently manage electronic client account records and file documentation using agency management systems.
• Contribute as a proactive team member in a fast-paced, continuously improving environment.
• Assist with renewals and new business, including reviewing and preparing submission applications.
• Analyze quotes, prepare proposals, review contracts (including indemnification), and issue Certificates of Insurance.
• Evaluate bids, solicit quotes for additional coverages, and communicate any coverage deficiencies to clients.
• Manage account invoicing, including processing endorsements, audits, and change requests.
• Participate in policy reviews for new and existing clients.

Qualifications:

• Licensed in Property and Casualty insurance.
• 3+ years of experience, preferably with complex accounts.
• Ability to multitask while maintaining high levels of accuracy (critical for this role).
• Exceptionally detail-oriented and organized.
• Able to prioritize and meet deadlines in a fast-paced environment.
• Professional and friendly demeanor, positive attitude, and willingness to help others.
• Proficiency in Microsoft Office and Applied EPIC preferred.

Compensation Package:

• Up to $85k (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

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-CS1

#LI-HYBRID

Position Overview:
Our insurance carrier client is seeking a Litigation Claims Assistant for a 3-month temporary assignment to support their claims department with file review and classification. This role is ideal for someone with a strong attention to detail and prior exposure to claims or legal documentation. The primary responsibility will be reviewing physical claims files and documents to accurately determine whether files are litigated or non-litigated and ensuring proper organization and tracking.

Responsibilities:

• Review and evaluate physical claims files and documentation to determine litigation status
• Identify and categorize litigated vs. non-litigated claims based on defined criteria
• Organize, label, and update files to ensure accurate record-keeping
• Assist with basic administrative support related to claims and litigation files
• Communicate findings to claims or legal team members as needed
• Maintain confidentiality and compliance with company and regulatory standards

Requirements:

• Prior experience in insurance claims, litigation support, legal assistant, or claims administration preferred
• Familiarity with litigation terminology and claims file documentation is a plus
• Strong attention to detail and ability to work through high volumes of physical files
• Organized, reliable, and able to work independently
• Proficiency with basic office tools (email, document tracking, spreadsheets)

Compensation & Benefits:

• $20 - $24/hr.
• Comprehensive benefits package including medical, dental, vision, 401(k) with company match, and generous PTO
• Opportunity to gain hands-on experience with an established insurance carrier
• Temporary assignment lasting approximately 3 months

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-MW1

#INDTJG-CTT

Employee Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a team. This is an exciting opportunity to work in a modern, fast-paced environment with significant growth potential. The successful candidate will play a key role in servicing a book of business, managing larger group accounts, and ensuring client satisfaction. If you have a passion for client-facing roles and a strong background in employee benefits, we encourage you to apply.

Compensation Package

• Salary: $70,000 - $90,000 annually (based on experience and qualifications) + commissions
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a book of business, focusing on larger group accounts (average size: 100 lives)
• Provide exceptional client-facing service to ensure client satisfaction and retention
• Handle self-funded accounts and other employee benefits-related services
• Collaborate with sales teams to quote new and renewal business
• Utilize software tools such as Prism HR and Salesforce to manage accounts effectively

Qualifications/Requirements

• 2-3 years of experience as an Employee Benefits Account Manager in an agency setting
• Active Life & Health (L&H) license
• Experience working with larger group accounts and self-funded plans
• Proficiency in using Prism HR and Salesforce software
• Strong client-facing and communication skills
• Ability to work onsite in Chandler, AZ

#LI-DD4

Employee Benefits Client Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Client Manager to join a growing team. This role is integral to the organization, providing exceptional client service and support in the management of employee benefits accounts. The ideal candidate will have a strong background in benefits administration, excellent communication skills, and the ability to thrive in a dynamic, client-facing environment. This position offers a hybrid work schedule with flexibility and the opportunity to work with a top-tier brokerage firm known for its competitive compensation and long-tenured team.

Compensation Package

• Salary Range: $60,000 - $90,000, commensurate with experience
• Benefits: Comprehensive benefits package offered
• Work Schedule: Hybrid model (2-3 days onsite per week)

Responsibilities

• Manage and service employee benefits accounts, including small groups (2-99 employees) and larger groups (100+ employees)
• Handle daily responsibilities such as enrollments, client-facing interactions, and service tasks as delegated by Benefits Account Executives
• Assist with quoting new and renewal business
• Work with fully insured accounts and, for larger groups, some self-funded accounts
• Utilize Applied EPIC software to manage client information and processes
• Provide exceptional customer service and maintain strong client relationships

Qualifications/Requirements

• Licensure: Life and Health (L&H) license required
• Experience: Minimum of 3 years of experience preferred, though entry-level candidates with relevant skills will also be considered
• Technical Skills: Proficiency in Applied EPIC software is preferred
• Industry Knowledge: Experience with fully insured accounts is essential; familiarity with self-funded accounts for larger groups is a plus
• Education: Relevant educational background or equivalent work experience
• Other Skills: Strong communication, organizational, and client management skills

#LI-AS2

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a growing team. This role offers an exciting opportunity to manage a high-volume book of middle-market commercial insurance business. The ideal candidate will have a strong background in commercial account management, excellent communication skills, and a passion for delivering exceptional client service.

Compensation Package

• Salary: $75,000 - $80,000 annually (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a high-volume book of middle-market commercial insurance business, ensuring timely and accurate completion of all tasks.
• Build and maintain strong client relationships by providing excellent service, advocacy, and professional communication.
• Handle renewals, service requests, claims, billing, and new policies.
• Maintain a thorough understanding of market appetites, underwriting guidelines, and submission procedures.
• Review applications, policies, endorsements, and audits for accuracy.
• Coordinate expiration lists with the department manager to obtain renewal business information.

Qualifications/Requirements

• Education: Bachelor’s degree or equivalent work experience preferred.
• Experience: Minimum of 3 years in Commercial Account Management.
• Licenses: Property & Casualty License required.
• Technical Skills: Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Applied/Epic or similar agency management software preferred.

#LI-MB6

Licensed Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Licensed Commercial Lines Account Manager to join a team. This role involves managing a book of middle-market accounts, with a focus on non-profit organizations, religious institutions, and similar entities. The ideal candidate will be a dedicated professional with a strong background in commercial property and casualty insurance, capable of delivering exceptional service to clients while maintaining a high level of accuracy and efficiency. This is a hybrid position, offering a balance of in-office and remote work.

Compensation Package

• Salary: Competitive compensation in the range of $80,000–$85,000+ annually (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and retain an existing book of business, ensuring client satisfaction and account growth.
• Review and process policy renewals, new policies, and policy changes with accuracy and efficiency.
• Conduct thorough reviews of commercial insurance policies to ensure accuracy, resolve coverage discrepancies, and communicate changes to carriers.
• Address and resolve coverage questions and other client inquiries.
• Collaborate with carriers and internal/external customers to deliver exceptional customer service and ensure adherence to policies and procedures.
• Oversee the renewal submission process, including preparing applications, exhibits, narratives, loss runs, and responses to underwriting questions.
• Submit applications to appropriate carriers and follow up to ensure timely receipt of quotations and policies.
• Perform additional duties as required or assigned.

Qualifications/Requirements

• Bachelor’s Degree or equivalent industry-related experience.
• Valid Property and Casualty license.
• Minimum of two (2) years of experience in commercial multi-line property and casualty insurance.
• Insurance designation is preferred.
• Proven ability to work effectively in a team environment while maintaining a commitment to growth and quality customer service.
• Strong organizational, analytical, and customer service skills.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to manage multiple tasks, delegate responsibilities, and work independently with minimal supervision.
• Proficiency in PC applications, including Microsoft Office (Word and Excel).
• Familiarity with AMS360 or similar systems is a plus.

#LI-KR1

Commercial Lines Claims Processor

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Claims Processor to join a team. This role is integral to operations, providing exceptional service to clients and ensuring the efficient processing of claims and related transactions. The ideal candidate will have experience working with a variety of accounts, possess strong organizational skills, and demonstrate a professional and accountable work ethic. This position offers an excellent opportunity for growth within a supportive and collaborative environment.

Compensation Package

• Salary: $60,000 - $65,000 annually (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Process endorsements, certificates, change confirmations, and invoice all transactions as per instructions from Account Managers or Account Executives.
• Assist in processing new and renewal business as requested.
• Invoice assigned commercial premium transactions.
• Process confirmed cancellations.
• Provide prompt, courteous, and knowledgeable service to customers.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of experience in a similar role, with exposure to a variety of accounts.
• Software Proficiency: Experience with Applied EPIC software is preferred.
• Soft Skills:
  • Professional demeanor.
  • Strong sense of accountability.
  • Ability to work independently and take initiative.
  • Team-oriented mindset.
  • Excellent communication and organizational skills.

#LI-BC2

President – Independent Insurance Agency

Job Summary

Seeking a dynamic and experienced President to lead a well-established, independent insurance agency with a strong reputation for excellence and growth. This role is a unique opportunity for a proven insurance executive to drive strategic growth, operational excellence, and leadership development within a thriving organization. The President will oversee all aspects of the agency's operations, ensuring financial performance, fostering strong relationships with carriers and partners, and championing a culture of accountability and success.

Compensation Package

• Base Salary: $250,000
• Bonus: Performance-based
• Work Schedule: 4 days per week in-office

Responsibilities

• Provide strategic and operational leadership across the agency.
• Oversee full P&L responsibility, including budgeting, forecasting, and optimizing profitability.
• Lead and develop senior leadership, directly managing Sales Leaders, VP of Finance, VP of Operations, Training Team, and Marketing Team
• Supervise and guide a team of 85+ employees.
• Drive sales development and growth strategy, including producer performance, pipeline management, and market expansion.
• Utilize analytics and data-driven insights to enhance operational and sales performance.
• Lead and maintain senior-level carrier negotiations and relationships.
• Serve as the primary executive interface with real estate presidents and strategic partners.
• Foster a culture of accountability, leadership development, and operational excellence.
• Ensure compliance, risk management, and adherence to operational best practices.

Qualifications/Requirements

• Proven senior executive leadership experience within an independent insurance agency or a closely related insurance environment.
• Demonstrated success in managing P&L, driving growth initiatives, and leading complex organizations.
• Strong expertise in sales leadership, analytics, and performance management.
• Proven ability to negotiate effectively with insurance carriers.
• Track record as a leader of leaders, with the ability to inspire, coach, and hold executives accountable.
• Strategic mindset with a focus on execution and results.
• Exceptional communication skills and executive presence.
• Bachelor’s degree required; advanced degree preferred.

#LI-TM1