Commercial Account Assistant/CSR - REMOTE (Florida & Georgia Applicants ONLY)

Join our dynamic team at an established insurance agency where you'll play a crucial role as a REMOTE Insurance Assistant in our thriving commercial & personal lines department. We're looking for talented individuals who thrive on client service, problem-solving, and teamwork.

Responsibilities:

As a CSR/Insurance Assistant, you'll be at the forefront of customer service, supporting Commercial Account Managers, and ensuring account retention. You'll be responsible for providing impeccable service, independent thinking, and effective problem-solving.

Qualifications:

• Proficiency in policy quoting, binding, and issuing, changes, certificates and endorsements
• Ability to identify opportunities for account expansion and suggest relevant coverage.
• Collaborating with multiple producers and a seasoned service team.
• Cultivating professional customer service skills.
• Experience with Agency Management Systems such as EZ Lynx are preferred
• SALES experience is A PLUS!!

Requirements:

• 1-3 years of experience in an independent brokerage or agency.
• Active Property and Casualty (P&C) license, or FL 2-20. Multi-state Licensed is a plus!!
• While a college degree is preferred, it's not mandatory.
• Experience in a collaborative team environment.
• Demonstrated ability to engage face-to-face with customers.
• Proficiency in data entry and online quoting.
• Providing administrative support and contributing to various projects as needed.

Don't miss this opportunity to join a team where your skills are valued, and your contributions make a real difference. Apply now and take the next step in your insurance career!

#REMOTE

#LI-DT1

#INDTJG-ST

Personal Lines Insurance Assistant/CSR - REMOTE

Must be licensed in P&C or FL 2-20

Join our dynamic team at an established insurance agency where you'll play a crucial role as a REMOTE Insurance Assistant in our thriving commercial & personal lines department. We're looking for talented individuals who thrive on client service, problem-solving, and teamwork.

Responsibilities:

As a CSR/Insurance Assistant, you'll be at the forefront of customer service, supporting Account Managers, and ensuring account retention. You'll be responsible for providing impeccable service, independent thinking, and effective problem-solving.

Qualifications:

• Proficiency in policy quoting, binding, and issuing, changes, certificates and endorsements
• Ability to identify opportunities for account expansion and suggest relevant coverage.
• Collaborating with multiple producers and a seasoned service team.
• Cultivating professional customer service skills.
• Experience with Agency Management Systems such as EZ Lynx are preferred

Requirements:

• 1-3 years of experience in an independent brokerage or agency.
• Active Property and Casualty (P&C) license.
• While a college degree is preferred, it's not mandatory.
• Experience in a collaborative team environment.
• Demonstrated ability to engage face-to-face with customers.
• Proficiency in data entry and online quoting.
• Providing administrative support and contributing to various projects as needed.

Don't miss this opportunity to join a team where your skills are valued, and your contributions make a real difference. Apply now and take the next step in your insurance career!

#REMOTE

#LI-DT1

#INDTJG-ST

Benefit Producer

Job Summary

Seeking a motivated and dynamic Benefit Producer to join a growing team. This role is ideal for individuals passionate about providing exceptional service and innovative solutions in the health, medical, dental, and vision insurance space. As a Benefit Producer, you will play a pivotal role in driving new business, managing renewals, and leveraging warm leads to expand a client base. This position offers a unique opportunity to work with a well-established organization that values growth, collaboration, and professional development.

Compensation Package

• Competitive base salary with performance-based commissions.
• Comprehensive benefits package, including health, dental, vision, and life insurance.
• Access to a wide range of carriers and resources to support your success.
• Opportunities for professional growth and advancement within the organization.

Responsibilities

• Prospect and generate leads through various channels, including warm leads provided by the organization, cold calling, and leveraging tools such as Zywave and MyEdge.
• Develop and maintain strong relationships with clients, focusing on groups of 50-200 lives, primarily fully insured accounts.
• Quote and manage new business (40%) and renewal business (30%), with flexibility for high-performing candidates.
• Utilize software tools such as EPIC (training provided if needed), Zywave, and the organization's CRM to manage client accounts and workflows.
• Collaborate with internal teams to ensure seamless onboarding and exceptional client service.
• Stay informed about industry trends and regulatory changes to provide clients with the best possible solutions.

Qualifications/Requirements

• Active Life and Health (L&H) licensure is required.
• Experience with health, medical, dental, and vision insurance accounts is preferred.
• Open to candidates with varying levels of experience, including those early in their careers who demonstrate strong potential and a willingness to learn.
• Strong prospecting and sales skills, with the ability to generate and convert leads into long-term clients.
• Familiarity with software tools such as EPIC, Zywave, and CRM systems is a plus but not required (training will be provided).
• Excellent communication, negotiation, and interpersonal skills.
• Self-motivated, goal-oriented, and capable of working independently and collaboratively.

#LI-ML1

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

Commercial Lines CSR

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a growing insurance team. This role offers the opportunity to contribute to a collaborative and professional environment while providing exceptional service and support to commercial clients. The ideal candidate will assist with account management and play an integral role in maintaining client satisfaction and retention.

Responsibilities

• Provide full A–Z account management, with a primary focus on renewals.
• Manage a variety of accounts, including contractors and agriculture-related clients.
• Collaborate with producers to manage books of business.
• Utilize Applied Epic software to manage client information and accounts.
• Communicate effectively with clients and internal teams to ensure high levels of service.
• Note: Minimal travel for client meetings as needed.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) License required.
• Experience: 2-4 years of experience in a Commercial Lines CSR role, with a growth mindset to advance into an Account Manager role.
• Software Proficiency: Experience with Applied Epic is preferred.
• Soft Skills:
  • Strong organizational skills.
  • Ability to manage competing priorities effectively.
  • Excellent communication skills, both written and verbal.
  • Problem-solving mindset with a proactive approach.
  • Team player with a collaborative spirit.

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-PM1

Commercial Lines CSR

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a growing insurance team. This role offers the opportunity to contribute to a collaborative and professional environment while providing exceptional service and support to commercial clients. The ideal candidate will assist with account management and play an integral role in maintaining client satisfaction and retention.

Responsibilities

• Provide full A–Z account management, with a primary focus on renewals.
• Manage a variety of accounts, including contractors and agriculture-related clients.
• Collaborate with producers to manage books of business.
• Utilize Applied Epic software to manage client information and accounts.
• Communicate effectively with clients and internal teams to ensure high levels of service.
• Note: Minimal travel for client meetings as needed.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) License required.
• Experience: 2-4 years of experience in a Commercial Lines CSR role, with a growth mindset to advance into an Account Manager role.
• Software Proficiency: Experience with Applied Epic is preferred.
• Soft Skills:
  • Strong organizational skills.
  • Ability to manage competing priorities effectively.
  • Excellent communication skills, both written and verbal.
  • Problem-solving mindset with a proactive approach.
  • Team player with a collaborative spirit.

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-PM1

Commercial Lines CSR

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a growing team. This is an exciting opportunity to work in a professional, supportive, and growth-oriented environment. The selected candidates will play a pivotal role in managing accounts and supporting clients.

Responsibilities

• Provide full A–Z account management, with a primary focus on renewals.
• Manage a variety of accounts, including contractors and agriculture-related clients.
• Collaborate with producers to manage books of business.
• Utilize Applied Epic software to manage client information and accounts.
• Communicate effectively with clients and internal teams to ensure high levels of service.
• Note: Minimal travel for client meetings as needed.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) License required.
• Experience: 2-4 years of experience in a Commercial Lines CSR role, with a growth mindset to advance into an Account Manager role.
• Software Proficiency: Experience with Applied Epic is preferred.
• Soft Skills:
  • Strong organizational skills.
  • Ability to manage competing priorities effectively.
  • Excellent communication skills, both written and verbal.
  • Problem-solving mindset with a proactive approach.
  • Team player with a collaborative spirit.

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-PM1

Commercial Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a growing team. This role offers an excellent opportunity to work with a large, well-established brokerage firm, with significant potential for professional growth. The ideal candidate will bring experience in insurance, a commitment to exceptional customer service, and a proactive approach to supporting account managers in servicing commercial lines accounts.

Responsibilities

• Provide A-Z servicing for commercial lines accounts, supporting account managers in day-to-day operations.
• Handle both new and renewal business quotes.
• Maintain strong relationships with clients by addressing inquiries and resolving issues promptly.
• Ensure accurate and timely processing of documentation and account updates.
• Collaborate with team members to deliver exceptional service to small to mid-market commercial clients.
• Utilize Epic software to manage accounts and maintain records.

Qualifications/Requirements

• Experience: Minimum of 1+ years in the insurance industry, with a preference for candidates with good tenure and experience in commercial lines.
• Licensure: Property & Casualty (P&C) license preferred; open to candidates with relevant experience willing to obtain licensure.
• Skills: Strong organizational skills, attention to detail, and the ability to manage multiple tasks efficiently.
• Software Proficiency: Experience with Epic software is highly desirable.
• Work Ethic: A proactive and customer-focused approach to problem-solving and service delivery.

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-RT1

Job Title: Commercial Insurance / Administrative Assistant

Job Summary

Seeking a detail-oriented, organized, and proactive Commercial Insurance / Administrative Assistant to join a dynamic team. In this role, you will provide administrative and operational support for the commercial insurance division. You will play a key role in ensuring smooth day-to-day operations, fostering positive client relationships, and collaborating with internal stakeholders to drive success.

Responsibilities

• Administrative Support: Assist in the preparation and maintenance of insurance documents, client files, and reports.
• Client Communication: Act as a point of contact for clients and respond to inquiries promptly and professionally.
• Policy Management: Support policy renewals, endorsements, cancellations, and claims submissions.
• Data Entry & Record Keeping: Accurately enter and update client and policy information across multiple systems.
• Account Assistance: Provide support for Account Managers in verifying coverages, processing applications, and quote preparation.
• Compliance: Ensure all workflows comply with industry regulations and company standards.
• Scheduling and Coordination: Schedule appointments, meetings, and other administrative tasks to support the commercial insurance team's efficiency.
• Reporting: Generate and analyze periodic reports to support decision-making and client presentations.
• Continuous Learning: Stay updated on industry knowledge and company products to provide more effective support.

Qualifications/Requirements

• Experience:
  • 1-2 years of experience in administrative roles, preferably within an insurance or financial services setting.
• Skills and Competencies:
  • Strong communication and interpersonal skills.
  • Exceptional organizational skills with the ability to multitask and prioritize effectively.
  • Proficiency in Microsoft Office Suite (Word, Excel, and Outlook).
  • Familiarity with insurance management software preferred.
  • High attention to detail and accuracy.
  • Ability to work both independently and collaboratively in a team environment.
• Industry Knowledge:
  • Basic understanding of commercial insurance concepts, terminology, and processes.
  • Willingness to learn and grow within the field.
• Other Requirements:
  • Ability to maintain confidentiality and handle sensitive information with discretion.
  • Professional demeanor and customer-focused mindset.

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-EL1
#INDTJG-PT

Commercial Insurance Assistant Account Manager

Job Summary

Seeking a detail-oriented and proactive Commercial Insurance Assistant Account Manager to join a dynamic team. In this role, you will play a critical part in ensuring the smooth day-to-day management of commercial insurance accounts, while providing exceptional service to clients. The ideal candidate will possess strong organizational skills, excellent communication abilities, and a passion for delivering outstanding customer experiences. If you thrive in a fast-paced environment and enjoy contributing to the success of a team, we encourage you to apply!

Responsibilities

• Support Account Managers in the management and servicing of commercial insurance accounts.
• Assist with the preparation, processing, and review of policies, endorsements, and certificates of insurance.
• Provide timely and professional responses to client inquiries, ensuring a consistently high level of customer satisfaction.
• Coordinate with insurance carriers to obtain quotes, follow up on documentation, and resolve related issues.
• Maintain and update accurate client files, documentation, and databases to ensure compliance and efficiency.
• Assist in identifying coverage gaps, recommending solutions, and supporting renewal processes.
• Collaborate with team members to ensure tasks and projects are executed effectively and on time.
• Stay updated on industry trends, company policies, and regulatory standards to enhance client service and process improvements.
• Perform other administrative and operational duties as required by the team or management.

Qualifications/Requirements

• 3+ years of relevant insurance experience preferred.
• Basic knowledge of commercial insurance products, terminology, and processes.
• Strong attention to detail, with excellent organizational and multitasking abilities.
• Effective written and verbal communication skills to interact professionally with clients, colleagues, and carriers.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
• Required agency management system experience: EPIC
• Demonstrated ability to work both independently and collaboratively in a team environment.
• Client-focused mindset with a commitment to delivering exceptional service.
• Holds an active P&C (Property and Casualty) insurance license.

Compensation Package

• Compensation: $28 - $34 / hour (depending on experience)
• Competitive benefits package, 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-CD3