We’re partnering with a respected insurance agency in the St. Petersburg area that’s looking to add a Commercial Lines Assistant to their growing team. This is a great opportunity for someone who’s organized, detail-oriented, and looking to either get started in insurance or step into a role that offers stability and a strong team environment.

In this position, you’ll support the Commercial Lines department by assisting account managers and executives with day-to-day client service tasks. If you enjoy being the go-to person who helps keep things running smoothly behind the scenes, this could be a great fit.

What You’ll Be Doing:

• Preparing and issuing certificates of insurance

• Ordering motor vehicle reports (MVRs) for commercial clients

• Reviewing policies and endorsements to ensure everything looks correct

• Updating applications in the agency management system

• Using carrier websites to gather policy information and documents

• Sorting and processing incoming mail (like policies and endorsements)

What We’re Looking For:

• Some experience in insurance is preferred (1–2 years in a support role is ideal)

• Comfortable with insurance basics and familiar with certificates of insurance

• Solid attention to detail — accuracy matters here

• Good communication skills, both written and verbal

• Able to manage multiple tasks and stay organized

• A team player with a helpful, can-do attitude

• Familiar with Microsoft Office (especially Word, Outlook, Excel)

• Experience with Applied Epic or another agency management system is a plus

• Active FL 4-40 or 2-20 license is required (or willingness to obtain — support is available)

#remote

#LI-TS2

#INDTJ-ST

Commercial Lines CSR / Personal Lines CSR

Job Summary

Seeking experienced and dedicated professionals to join a team as a Commercial Lines CSR or a Personal Lines CSR. These roles are integral to the commitment to providing exceptional service to the clients. The ideal candidates will have a strong background in insurance, excellent communication skills, and the ability to work independently in a close-knit, professional environment. This is a fully in-office position with a focus on servicing, quoting, retention, and cross-selling.

Compensation Package

• Salary: $35,000–$55,000 annually, based on experience + commissions
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Provide exceptional customer service to clients in the commercial or personal lines insurance sector.
• Handle quoting, servicing, and retention of accounts.
• Actively engage in cross-selling and selling opportunities.
• Manage mid-size accounts and maintain an active book of business.
• Utilize Applied TAM software for account management.
• Collaborate with a small, experienced team to ensure client satisfaction.

Qualifications/Requirements

• Experience:
  • Prior insurance experience is required.
  • Familiarity with Applied TAM software is preferred.
  • Experience with carriers such as Travelers, Central Mutual, Auto-Owners, and Safeco is a plus.
• Licensing:
  • Property & Casualty (P&C) license preferred. Willing to license the right candidate if needed.
• Skills:
  • Professional grammar and communication.
  • Friendly and polished phone presence.
  • Confidence driven by experience.
  • Ability to work independently and as part of a small, tight-knit team.
• Work Setting: Fully in-office; no remote work available.

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-DT1

Commercial Lines Assistant Account Manager

Job Summary

Seeking a motivated and detail-oriented Commercial Lines Assistant Account Manager to join a dynamic team. This role offers an excellent opportunity for professional growth, working closely with two experienced Account Managers on a diverse portfolio of complex accounts, including Commercial Residential, Habitational, and Heavy Condos. The ideal candidate will be eager to learn, grow, and contribute to the success of the organization.

Compensation Package

• Base Salary: $65,000 - $75,000 (with up to 10% flexibility, potentially more for the right candidate)
• Benefits: Comprehensive benefits package, including 401(k)

Responsibilities

• Provide support to two Account Managers in managing a book of business focused on Commercial Real Estate, Habitational, and Heavy Condos.
• Assist with quoting new and renewal business.
• Collaborate with the team to ensure timely and accurate processing of policies and endorsements.
• Maintain and update client files and documentation.
• Communicate effectively with clients, carriers, and internal teams to address inquiries and resolve issues.
• Contribute to the overall efficiency and success of the department by taking on additional tasks as needed.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years of relevant experience preferred.
• Strong organizational and multitasking skills with a keen attention to detail.
• Excellent communication and interpersonal skills.
• Proficiency in relevant software tools and systems.
• A proactive and eager-to-learn attitude, with the ability to adapt to a fast-paced environment.

#LI-AK2

Pension Specialist
An established national brokerage is seeking an experienced Pension Specialist to join its team in Nassau County, New York. This role offers the opportunity to support a high-performing benefits department within one of the largest insurance brokerages in the country.

Key Responsibilities:

• Reconcile client broker statements.
• Manipulate and analyze client data in Excel.
• Process enrollments, loan requests, and distribution requests (Termination, Death, In-Service, QDRO, Hardship).
• Maintain and update records and databases accurately and securely.
• Respond to client and participant inquiries regarding benefits, options, and entitlements.
• Liaise with actuaries, legal advisors, auditors, and other third-party vendors.
• Participate in pension plan reviews with advisors.
• Manage client communications, including annual data requests, reports, regulatory updates, participant fee disclosures, and updates to plan fund menus for participant-directed platforms.

Qualifications:

• Minimum of 2 years of experience in pension administration.
• Knowledge of defined benefit and/or defined contribution plans.
• Proficient in Microsoft Office Suite (Excel, Word, Outlook, Teams, Access).
• Strong attention to detail, organizational, and time management skills.
• Excellent communication and interpersonal abilities.
• Ability to handle confidential information with discretion.

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

Producers and Commercial Lines Specialist

Job Summary

Seeking dynamic and motivated Producers and Commercial Lines Specialists to join a growing team. This is an exciting opportunity to work with middle-market commercial accounts, focusing on renewals, marketing, and building strong client relationships. The ideal candidate will have a proven track record in the insurance industry, a passion for delivering exceptional service, and a hunger for success.

Compensation Package

• Competitive salary based on experience and qualifications
• Comprehensive benefits package, including 401(k)
• Opportunities for professional growth and development

Responsibilities

• Manage and grow a portfolio of middle-market commercial accounts
• Handle renewals and market accounts effectively to meet client needs
• Build and maintain strong relationships with clients and stakeholders
• Collaborate with internal teams to ensure seamless service delivery
• Utilize EPIC software for account management and documentation
• Meet and exceed sales and performance targets

Qualifications/Requirements

• Active Property & Casualty (P&C) license
• 2-5 years of experience in the insurance industry, specifically with middle-market commercial accounts
• Proficiency in EPIC software is preferred
• Strong communication, negotiation, and interpersonal skills
• A proactive and results-driven attitude
• Ability to work independently and as part of a team

#LI-AP1

Commercial Lines Assistant Account Manager/CSR

Job Summary

Seeking a dedicated and experienced Commercial Lines Assistant Account Manager/Customer Service Representative (CSR) to join a team. This role focuses on managing a construction-heavy book of business. The ideal candidate will have a strong background in commercial lines insurance, excellent customer service skills, and a positive, professional demeanor. This is an exciting opportunity to join a family-oriented company with a supportive culture and excellent benefits.

Compensation Package

• Salary Range: $55,000 - $70,000 annually, based on experience and qualifications.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly.
• Handle daily servicing tasks, including certificates of insurance, endorsements, quoting, and renewals.
• Support Account Managers in managing a book of business, primarily focused on construction clients.
• Utilize AMS360 agency management system to maintain accurate client records and process transactions.
• Collaborate with team members to ensure client satisfaction and retention.

Qualifications/Requirements

• Active Property & Casualty (P&C) license is required.
• 2-3 years of experience in a similar role within the insurance industry, preferably with a focus on commercial lines.
• Familiarity with AMS360 agency management system is highly preferred.
• Strong organizational and multitasking skills with attention to detail.
• Excellent communication and interpersonal skills, with a professional and positive attitude.

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-SS1

Associate Client Manager / Assistant Account Manager

Job Summary

Seeking a motivated and detail-oriented Associate Client Manager / Assistant Account Manager to join a growing team. This role offers an exciting opportunity to assist in managing a diverse book of business, providing administrative support, and contributing to the success of the organization. The ideal candidate will have a passion for building relationships, a keen eye for detail, and a desire to grow into a client-facing role.

Compensation Package

• Salary Range: $45,000 - $60,000 annually (equivalent to $21-$34/hour), overtime eligible + bonus opportunities
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Assist in managing a book of business, including diversified accounts or real estate accounts.
• Perform administrative tasks and data entry using EPIC software (training provided if needed).
• Support quoting for new and renewal business as required.
• Build and maintain strong relationships with clients and team members.
• Collaborate with team members to ensure seamless client service.
• Participate in team lead and mentorship opportunities as they arise.

Qualifications/Requirements

• Education & Experience: Minimum of 1+ years of administrative experience. A Property & Casualty (P&C) license is a plus, but not required (licensing support will be provided within the first two months if needed).
• Skills: Strong attention to detail, excellent relationship-building skills, a positive and collaborative personality, and a background in sales or customer service is preferred.
• Technical Skills: Familiarity with EPIC software is a plus but not mandatory.
• Work Environment: Ability to work in a hybrid setting, with three days in-office and remote work flexibility after training.

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-DD4

Commercial Lines Account Technician/Customer Service Representative (CSR)

Job Summary

Seeking a motivated and detail-oriented individual to join a team as a Commercial Lines Account Technician/Customer Service Representative (CSR). This is an entry-level, in-office position, offering an excellent opportunity to grow and develop within a team-oriented environment. The successful candidate will provide essential clerical and administrative support to the production teams, with the potential to advance into more specialized roles over time.

Compensation Package

• Salary Range: $50,000 - $55,000 annually
• Benefits: Comprehensive benefits package, including 401(k)

Responsibilities

• Provide clerical support to production teams, including handling print jobs, assembling proposal binders, and ordering loss runs.
• Assist with application input into the Agency Management System and Workers’ Compensation rating as part of ongoing training.
• Support the team in various administrative tasks to ensure smooth operations.
• Collaborate with team members to maintain a high level of organization and efficiency.

Qualifications/Requirements

• Education & Experience:
  • 1-2 years of relevant experience preferred.
  • Familiarity with AMS360 software is required.
• Licenses/Certifications:
  • Property & Casualty (P&C) license is required.
• Skills & Attributes:
  • Strong organizational skills and attention to detail.
  • A proactive, "go-getter" attitude with the ability to work effectively in a team-oriented environment.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple tasks and prioritize effectively.

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-SS1

Bilingual Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and experienced Bilingual Personal Lines Customer Service Representative (CSR) to join a team. If you are passionate about providing exceptional service and thrive in a supportive and growth-oriented environment, encourage you to apply.

Compensation Package

• Salary: $52,000 - $56,000 annually + commissions
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide exceptional customer service to clients by addressing inquiries and resolving issues promptly.
• Handle remarketing and servicing of existing policies.
• Write new business policies and cross-sell additional products to clients.
• Quote new and renewal business as required.
• Collaborate with the team to ensure client satisfaction and retention.

Qualifications/Requirements

• Licenses: Must hold one of the following Florida insurance licenses: 2-20, 20-44, or 4-40.
• Experience: Minimum of 2-3 years of experience in the Florida insurance market, with familiarity in working with carriers such as Frontline, Chubb, Heritage, and Universal.
• Software Proficiency: Experience with Epic software is required.
• Skills:
  • Strong organizational and multitasking abilities.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a team-oriented environment.
  • Detail-oriented with a focus on accuracy and efficiency.
  • Proactive problem-solving skills.

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-ZS1