Overview:

We are seeking an Employee Benefits Analyst. This is an opportunity to work in a boutique yet growing company with a great reputation and inclusive culture.

Responsibilities:

• Provide back end administrative and technical support
• Handle all back end work to assist the Account Executive in managing client accounts
• Quote new and renewal business as needed

Qualifications:

• 1+ years of experience in Employee Benefits
• L&H license preferred
• Detail-oriented, analytical, and not afraid to ask questions

Day-to-day:

The Employee Benefits Analyst will be responsible for handling all back end administrative and technical support, as well as providing assistance to the Account Executive in managing client accounts.

Benefits:

• Competitive salary range of 65-75
• 401(k) benefits
• 2 days remote work
• Inclusive and collaborative culture

#LI-RM9

Commercial Insurance Assistant Account Manager - Essex County, NJ

Our well-established agency is in search of a Commercial Insurance Account Manager to join our commercial team. We are looking for an ideal candidate with a background in commercial lines within the property & casualty industry.

Responsibilities: As the Assistant Account Manager for commercial insurance, you will be responsible for the day-to-day management of client accounts with complex coverage needs. This includes addressing coverage and policy inquiries, handling claims, and ensuring the highest levels of customer satisfaction. The ideal Commercial Insurance Account Manager should possess a diverse skill set in commercial lines account management, encompassing tasks such as customer service, administrative duties, and account remarketing.

Qualifications:

• Minimum of 1-3+ years of experience in Property & Casualty Insurance

• Comprehensive knowledge of insurance products and their applications-- specifically Commercial Lines

• Proficiency in managing the workflow of an assigned book of business and the ability to delegate tasks effectively

• Strong verbal and written communication skills

• Excellent technical and analytical abilities

#LI-JL1

Personal Lines CSR

Job Summary

An established agency is looking for a Personal Lines CSR to join their team. This integral position provides essential service and support functions, ensuring the smooth operation of the agency. In addition, this role is pivotal in maintaining client satisfaction. If you're a dedicated professional with a passion for insurance and a commitment to excellence, this is your opportunity to excel!

Responsibilities

• Assist in the management of client accounts and provide ongoing support.
• Address client inquiries, coverage, and policy questions promptly and professionally.
• Prepare accurate and timely quotes for new and renewal business.
• Handle claims inquiries and facilitate the claims process for clients.
• Cultivate strong client relationships through regular communication and proactive support.
• Act as a reliable point of contact for clients, addressing their needs and concerns.
• Demonstrate a strong understanding of the underwriting process, including new and renewal business.
• Maintain accurate and organized client files and documentation.
• Prepare and process policy endorsements, certificates of insurance, and other required documents.
• Assist with policy issuance and ensure all documentation complies with industry standards.
• Collaborate with the sales team to support client acquisition and retention efforts.
• Assist in identifying upsell and cross-sell opportunities for existing clients.
• Participate in the preparation of insurance proposals and presentations.
• Assist in assessing client risk profiles to recommend appropriate coverage options.
• Stay informed about industry regulations and compliance requirements.
• Ensure all client transactions and documentation adhere to industry standards and legal guidelines.
• Play a key role in client retention efforts by delivering exceptional service and building strong client loyalty.

Qualifications/Requirements

• Knowledge and understanding of various insurance coverages, policies, and terms.
• Excellent written and verbal communication skills.
• Strong organizational and prioritization skills.
• Proven ability to build and maintain positive client relationships.
• Keen attention to detail when reviewing policies and documents.

• Holds an active Property and Casualty (P&C) Insurance License.
• Familiarity with industry-specific software and technology platforms is preferred.
• 2+ years of relevant insurance industry experience preferred.
• Previous customer service experience is required.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Compensation: $40K (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-EL1

Commercial Insurance Assistant Account Executive - Remote (Maryland/Virginia)

We are one of the fastest-growing independent insurance agencies in the Mid-Atlantic region. Our reputation for integrity and exceptional service has earned us the trust of our clients, partners, and the communities we serve. We are committed to building long-term relationships with our clients while fostering the development of the next generation of top-tier insurance professionals.

At our agency, we value teamwork, personal growth, and excellence. When you join our team, you'll have the opportunity to keep learning, develop new skills, and grow both personally and professionally. We maintain a merit-based environment that recognizes and rewards great ideas, positive attitudes, results, and strong teamwork.

Key Responsibilities

• Ordering renewal loss history
• Handling audit inquiries, including disputes and policy adjustments
• Resolving issues with endorsements and billing discrepancies
• Processing new business applications
• Conducting renewal quality control (verifying policy forms, changes, and limits)
• Performing premium and coverage comparisons for renewal business
• Assisting with midterm quoting for existing client needs
• Soliciting carrier renewals (obtaining renewal updates 90 days before the renewal date, if not automatic)
• Providing loss control recommendations
• Processing claims
• Setting up master certificates of insurance
• Developing and updating standard operating procedures (SOPs)
• Training newer staff members

Qualifications

• 5+ years of experience in commercial insurance servicing
• Strong verbal and written communication skills
• Active Property & Casualty license
• Basic math skills and the ability to learn new technology quickly
• Positive attitude, coachable, with excellent listening skills and empathy
• Highly organized with strong time-management abilities
• Ability to multi-task in a fast-paced, deadline-driven environment
• Committed to working with integrity and maintaining confidentiality
• Experience with AMS360 (preferred)

#LI-KD1

Commercial Assistant Account Manager

Job Summary

Are you looking for a rewarding opportunity in the insurance industry? If so, a leading agency is looking for a Commercial Assistant Account Manager to join their team! This integral position provides essential service and support functions, ensuring the smooth operation of the agency. Some key responsibilities include accurately processing policy changes, assisting with renewals, issuing certificates of insurance, addressing policy questions, and handling various service activities.

Responsibilities

• Assist in day-to-day account management.
• Address client inquiries, coverage, and policy questions promptly and professionally.
• Handle claims inquiries and facilitate the claims process for clients.
• Cultivate strong client relationships through regular communication and proactive support.
• Act as a reliable point of contact for clients, addressing their needs and concerns.
• Demonstrate a strong understanding of the underwriting process, including new and renewal business.

• Assist in providing quotes for new and renewal business, as needed.
• Maintain accurate and organized client files and documentation.

• Prepare and process policy endorsements, certificates of insurance, and other required documents.
• Assist with policy issuance and ensure all documentation complies with industry standards.
• Collaborate with the sales team to support client acquisition and retention efforts.
• Assist in identifying upsell and cross-sell opportunities for existing clients.
• Participate in the preparation of insurance proposals and presentations.
• Assist in assessing client risk profiles to recommend appropriate coverage options.
• Stay informed about industry regulations and compliance requirements.
• Ensure all client transactions and documentation adhere to industry standards and legal guidelines.
• Play a key role in client retention efforts by delivering exceptional service and building strong client loyalty.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a full knowledge of insurance products and usages.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: EPIC
• 2+ years of relevant insurance industry experience preferred.
• Previous Generalist experience is required.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $60K-$70K (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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

Commercial Lines Customer Service Representative

Job Summary

An established agency is seeking a Commercial Lines Customer Service Representative to join their team! This position is pivotal in delivering exceptional service to commercial insurance clients. Responsibilities include managing client accounts, addressing inquiries, processing policy changes, and assisting with claims. Ideal candidates will have a strong background in commercial insurance, excellent communication skills, and a commitment to providing top-tier customer support. This role demands meticulous organization and the ability to thrive in a dynamic environment, collaborating closely with account managers, underwriters, and team members to ensure client satisfaction and retention.

Responsibilities

• Address inquiries and requests from commercial insurance clients via phone, email, or in-person.
• Manage and process commercial insurance policies.
• Aid clients in submitting claims, providing updates on claim status, and resolving issues with adjusters or underwriters.
• Maintain consistent client communication regarding policy changes and billing updates.
• Prepare, review, and file insurance documents accurately, adhering to industry regulations.
• Resolve client concerns by collaborating with underwriters, brokers, or relevant departments for timely solutions.
• Ensure compliance with regulatory requirements, agency policies, and industry standards in client interactions.
• Cultivate strong client relationships to enhance retention and satisfaction.
• Update client information and policy details within the company’s database and CRM system.
• Collaborate closely with underwriters, agents, and internal teams to streamline commercial policy processes.
• Provide clients with billing details, payment options, and assist in resolving payment-related inquiries.

Qualifications / Requirements

• Minimum of 2-3 years of customer service experience in commercial insurance is required.
• Experience in policy management, quoting, or claims handling in commercial insurance is preferred.
• Strong interpersonal and communication skills – both verbal and written.
• Proficiency in Microsoft Office Suite and related products.
• Ability to establish and maintain effective relationships with peers and clients.
• Holds an active Property and Casualty (P&C) Insurance License – preferred.
• Preferred Agency Management System Experience: Applied Epic
• Previous experience in commercial lines insurance and account management preferred.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $18-$20 per hour (depending on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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-EH1

High Net Worth Assistant Account Manager

Job Summary

A growing agency is seeking a High Net Worth Assistant Account Manager to join their team. In this role, you'll manage high-net-worth individuals' insurance needs, providing personalized service and strategic risk management solutions. This position is responsible for cultivating and maintaining client relationships, ensuring exceptional service delivery and proactive risk assessment. This role involves working with high net worth accounts and prominent clients, and will require attention to detail, professionalism, and excellent written and oral communication skills. 

Responsibilities

• Manage endorsement changes efficiently and accurately.
• Create comprehensive proposals and summaries for client review.
• Follow up on insurance claims and ensure timely resolution.
• Set up new policies and renew existing ones as per client requirements.
• Handle filing tasks and maintain organized documentation.
• Respond promptly to client emails and inquiries with professionalism and clarity.
• Conduct research to support client needs and business development initiatives.
• Quote new business and manage renewal processes effectively.

Qualifications/Requirements

• Proven experience in insurance or related financial services, with a focus on high net worth clients preferred.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills; ability to articulate clearly and professionally.
• High level of professionalism and ability to maintain confidentiality.
• Demonstrated ability to manage multiple tasks and prioritize effectively.
• Proficiency in relevant software applications and office tools, including Microsoft Word, PowerPoint, Excel, and Outlook.
• Ability to work independently and collaboratively within a team environment.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: AMS360 
• At least 2 years of relevant insurance industry experience required. 3+ years preferred.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $60k-$70k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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

Commercial Lines CSR

Job Summary

An established agency is looking for an experienced Commercial Lines CSR to join their team. This integral position provides essential service and support functions, ensuring the smooth operation of the agency. Some key responsibilities include processing notices, endorsements, certificates, and audits, assisting with renewals, checking policies, and handling various service activities. If you're detail-oriented, have excellent communication skills, and are dedicated to delivering top-notch customer service, we encourage you to apply!

Responsibilities

• Assist in day-to-day account management.
• Address client inquiries, coverage, and policy questions promptly and professionally.
• Handle claims inquiries and facilitate the claims process for clients.
• Cultivate strong client relationships through regular communication and proactive support.
• Act as a reliable point of contact for clients, addressing their needs and concerns.
• Demonstrate a strong understanding of the underwriting process, including new and renewal business.

• Assist in providing quotes for new and renewal business, as needed.
• Maintain accurate and organized client files and documentation.

• Prepare and process policy endorsements, certificates of insurance, and other required documents.
• Assist with policy issuance and ensure all documentation complies with industry standards.
• Collaborate with the sales team to support client acquisition and retention efforts.
• Assist in identifying upsell and cross-sell opportunities for existing clients.
• Participate in the preparation of insurance proposals and presentations.
• Assist in assessing client risk profiles to recommend appropriate coverage options.
• Stay informed about industry regulations and compliance requirements.
• Ensure all client transactions and documentation adhere to industry standards and legal guidelines.
• Play a key role in client retention efforts by delivering exceptional service and building strong client loyalty.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a full knowledge of insurance products and usages.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: AMS360 and/or EZLynx
• 3+ years of relevant insurance industry experience preferred.
• Previous experience with Excess & Surplus lines of insurance is preferred.
• Experience with quoting new/renewal business, issuing certificates, providing endorsements, and checking claim statuses.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Compensation: Between $40k-$55k (based 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-DC2

Commercial Insurance Assistant Account Manager - Remote (DMV)

Our well-established agency is in search of a Commercial Insurance Account Manager to join our commercial team. We are looking for an ideal candidate with a background in commercial lines within the property & casualty industry.

Responsibilities: As the Account Manager for commercial insurance, you will be responsible for the day-to-day management of client accounts with complex coverage needs. This includes addressing coverage and policy inquiries, handling claims, and ensuring the highest levels of customer satisfaction. The ideal Commercial Insurance Account Manager should possess a diverse skill set in commercial lines account management, encompassing tasks such as customer service, administrative duties, and account remarketing.

Qualifications:

• Minimum of 2+ years of experience in Property & Casualty Insurance

• Comprehensive knowledge of insurance products and their applications-- specifically Commercial Lines

• Proficiency in managing the workflow of an assigned book of business and the ability to delegate tasks effectively

• Strong verbal and written communication skills

• Excellent technical and analytical abilities

• Experience with Applied TAM is a plus

#LI-KD1

Commercial Lines Account Manager

Job Summary

If you are looking to advance your career with an agency that values your expertise and dedication to exceptional client service, look no further! A growing agency is seeking a Commercial Lines Account Manager that will drive account retention and growth while delivering exceptional service. This position is responsible for handling day to day account needs, processing change requests, invoicing, preparing new & renewal applications, assisting with marketing, and more.

Responsibilities

• Responsible for servicing a book of business, ensuring client satisfaction and retention.

• Handle incoming service requests from clients and promptly address their inquiries or concerns.

• Manage the quoting process for new and renewal business.

• Prepare comprehensive and high-quality insurance submissions to carriers on behalf of clients or prospects.
• Review and analyze quotations received from carriers to identify the most suitable options for clients' insurance needs.
• Create professional and accurate insurance proposals for presentation to clients.
• Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
• Review endorsements to verify accuracy and compliance with clients' insurance requirements.

• Coordinate and order loss runs as needed for client accounts.

• Assist clients during premium audits and handle disputes if necessary.
• Prepare and issue certificates of insurance as required by clients.
• Perform thorough contract reviews to identify insurance requirements and ensure compliance.
• Prepare timely and well-structured binders and invoices upon binding of coverage, including securing premium financing when needed.
• Verify the accuracy of newly issued policies before delivering them to clients.
• Assist in marketing client accounts, preparing marketing information, gathering necessary data for client presentations, and presenting marketing options to clients.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
• Prioritize and manage your workload efficiently.
• Stay up to date with industry trends, maintain relevant certifications, and complete assigned training.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License.
• Basic Excel knowledge and familiarity is required.
• Preferred Agency Management System Experience: Applied EPIC
• 3+ years of experience in account management required. 5+ years preferred.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $60k-$75k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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