Directly from Client 

Account Executive/ Underwriting Assistant

• Works alongside producer
• Preferably with a real estate background
• Licensed
• Quoting in various carrier portals/ wholesalers
• Service Accounts
• In office position
• Salary $70-$90k depending on experience ( No commissions)

Personal Lines High Net Worth Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines High Net Worth Account Manager to join a dynamic and collaborative team. In this role, you will manage a portfolio of high-net-worth personal insurance accounts by providing exceptional service to clients and maintaining strong relationships with them. You will act as a trusted advisor, delivering tailored insurance solutions and ensuring that their expectations are exceeded. Ideal candidates will possess strong communication, organizational, and problem-solving skills, paired with a customer-focused mindset.

Responsibilities

• Proactively manage a portfolio of high-net-worth personal insurance accounts, including onboarding, renewals, reviewing policies, and resolving inquiries.
• Build and nurture long-term relationships with clients by delivering excellent customer experiences that align with their unique insurance needs.
• Provide guidance and advice on customized personal lines insurance products such as home, auto, liability, and other coverages suited to high-net-worth clients.
• Identify, evaluate, and communicate potential risk exposures and develop insurance and risk management strategies for clients.
• Collaborate with internal departments and external partners such as underwriters, carriers, and brokers to ensure seamless service delivery.
• Stay informed about the latest insurance industry trends, policy changes, market developments, and emerging risks that could impact clients.
• Maintain accurate records and document all interactions in compliance with company policies and regulatory requirements.
• Ensure all customer service milestones and service level expectations are met within established timelines.

Qualifications/Requirements

• Proven experience as an Account Manager, Client Advisor, or similar role within the personal lines insurance field.
• Experience working with high-net-worth clientele.
• Strong knowledge of personal lines insurance products and coverage types.
• Excellent customer service and relationship management skills with a focus on maintaining confidentiality and trust.
• Exceptional verbal and written communication skills.
• Ability to prioritize tasks, meet deadlines, and manage time effectively in a fast-paced environment.
• Proficiency in insurance management platforms/software and basic office tools such as MS Office Suite.
• Holds an active P&C (Property and Casualty) insurance license.

Compensation Package

• Compensation: Between $75k-$125k+ (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-EZ1

Employee Benefits Account Executive

Established agency seeking an experienced Employee Benefits Account Executive.  Looking for a candidate with the following qualifications:

• Experience servicing employee benefits accounts (Medical, Dental, STD, LTD, Vision, HSA, FSA).  
• Experience working with mid-large size groups ranging from 100-1000 lives.
• Ability to work with clients, answer their questions pertaining to their policies, solve any current or outstanding issues and recommend applicable coverage as needed.

• Answer benefits questions.
• Handle enrollments, renewals, and plan comparison.
• Visit clients as needed.

Requirements

•    Prior experience working with an Independent Brokerage or Agency.
•    College Degree Preferred, not required.
•    Experience working in a team environment.

#LI-DW2

Commercial Lines Account Executive (CLAE)

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Executive (CLAE) to join a dynamic team. This role has become available due to an internal transition, and we are looking for a professional who can step in and make an immediate impact. The ideal candidate will have a strong background in managing diverse accounts, excellent client-facing skills, and the ability to thrive in a fast-paced environment.

Compensation Package

• Salary Range: $100,000 - $120,000 annually
• Benefits Offered: Comprehensive benefits package
• 401(k): Included

Responsibilities

• Manage a portfolio of accounts with a total revenue of approximately $8 million, including a mix of construction (50%) and other industries such as sports, non-profits, real estate, and condominiums.
• Handle accounts with an average premium of $200,000 or more.
• Conduct proposal meetings and deliver presentations to clients.
• Quote new and renewal business, ensuring accuracy and timeliness.
• Build and maintain strong relationships with clients, providing exceptional service and support.
• Collaborate with internal teams, including Account Managers and other stakeholders, to ensure seamless service delivery.

Qualifications/Requirements

• Proven experience managing commercial lines accounts with premiums of $200,000 or more.
• Familiarity with industries such as real estate, condominiums, construction, and non-profits is preferred but not required.
• Strong presentation and client-facing skills, with the ability to lead proposal meetings effectively.
• Excellent organizational and time-management skills.
• Proficiency in relevant software tools and systems.
• Ability to work both independently and collaboratively in a hybrid work environment.

#LI-DD3

Commercial Lines Account Executive (AE)

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive (AE) to join a team. This role offers a unique opportunity to inherit a large and established book of business, valued at approximately $650,000 in revenue and $6.5M in premium. The ideal candidate will excel in relationship management and servicing, with no new business goals or renewal commissions required.

Compensation Package

• Salary Range: $70,000–$75,000 (targeting $70,000)
• Benefits: Comprehensive benefits package, including health insurance
• 401(k):

Responsibilities

• Provide full A–Z servicing of commercial accounts, ensuring client satisfaction and retention
• Independently manage a portion of the book of business (house accounts)
• Support producers with assigned accounts, acting as a trusted advisor
• Handle both new and renewal business quoting
• Utilize Epic software to manage accounts and streamline workflows
• Maintain strong relationships with clients, carriers, and internal teams

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required
• Experience: 5–10+ years of commercial insurance experience, preferably within an independent agency
• Account Expertise: Experience with small to mid-market commercial lines accounts across various industries (excluding transportation)
• Technical Skills: Proficiency in Epic software or similar agency management systems
• Location: Ability to commute to the Eau Claire office preferred; remote candidates must reside in the Midwest, ideally Wisconsin
• Attributes: Strong work ethic, exceptional relationship management skills, and a client-focused mindset

#LI-RT1

Job Summary

We are seeking a motivated Commercial Lines Team Lead to join our dynamic team. The Team Lead will be responsible for overseeing the commercial lines department and leading a team of professionals to achieve departmental goals.

Responsibilities

• Lead and mentor a team of commercial lines professionals to ensure high performance and achievement of targets.
• Develop and implement strategies to optimize the efficiency and effectiveness of the commercial lines department.
• Collaborate with other team leads and senior management to align departmental goals with organizational objectives.
• Provide guidance and support to team members, including training, coaching, and performance feedback.
• Oversee the underwriting and pricing of commercial insurance policies to ensure compliance with regulations and company policies.
• Foster a positive and inclusive work environment that promotes diversity and equality.

Qualifications/Requirements

• Proven experience in a leadership role within the insurance industry, preferably in commercial lines.
• Strong understanding of commercial insurance products, underwriting processes, and industry standards.
• Excellent communication and interpersonal skills with the ability to motivate and inspire team members.
• In-depth knowledge of insurance regulations and compliance requirements.
• Demonstrated ability to drive results through effective team management and strategic planning.
• Holds an active P&C (Property and Casualty) 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-TR1

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-JL1

Overview

We are seeking a dedicated and experienced Commercial Insurance Account Manager to join our team. The successful candidate will be responsible for managing a portfolio of commercial insurance clients, providing exceptional service, and ensuring their insurance needs are met. This role requires strong customer service skills, attention to detail, and the ability to work effectively in a fast-paced environment.

Responsibilities

• Build and maintain strong relationships with commercial insurance clients
• Understand client's insurance needs and provide appropriate coverage options
• Manage policy renewals, endorsements, and claims with accuracy and efficiency
• Collaborate with insurance carriers to negotiate terms and pricing for clients
• Address client inquiries and concerns in a timely and professional manner
• Stay updated on industry trends, regulations, and compliance standards

Qualifications

• Bachelor's degree in Business, Finance, or related field
• 5+ years experience as a Commercial Insurance Account Manager in an independent agency 
• Strong understanding of commercial insurance products and coverages
• Excellent communication and negotiation skills
• Proficient in insurance agency management systems and Microsoft Office
• Industry certifications such as CIC, CRM, or CPCU are a plus

Day-to-day

As a Commercial Insurance Account Manager, you will be interacting with clients, assessing their insurance needs, and providing tailored solutions. You will also collaborate with internal teams and external partners to ensure client satisfaction and retention. This role involves managing a diverse portfolio of commercial insurance accounts and requires attention to detail, analytical thinking, and proactive communication.

#LID-DM1

Employee Benefits Account Executive

Job Summary

Seeking a highly skilled and experienced Employee Benefits Account Executive to join a dynamic team. This role is pivotal in managing and servicing large market accounts, focusing on benefit design and account management for fully funded and self-funded groups. If you are passionate about delivering exceptional client service, possess a strong background in benefits design, and thrive in a collaborative environment, we encourage you to apply.

Compensation Package

• Base Salary: $120,000 - $160,000 + bonus opportunities
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service large market accounts (500-5,000 lives).
• Design and implement major medical benefit solutions, including transitioning groups between fully funded and self-funded models.
• Collaborate with internal teams to ensure seamless account management and client satisfaction.
• Provide expert guidance on benefit design and strategy to meet client needs.
• Maintain a client-focused approach, delivering tailored solutions and exceptional service.
• Utilize Epic software for account management and documentation.
• Engage in local travel as required to meet with clients.

Qualifications/Requirements

• Licenses/Certifications: Life & Health (L&H) license required.
• Experience: 6-10+ years in benefits design and account management, with a strong background in both fully funded and self-funded models.
• Industry Background: Broker experience is essential; candidates with carrier experience are welcome if they have broker exposure.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills:
  • Genuine passion for helping clients and solving problems.
  • Positive energy and a collaborative mindset.
  • Demonstrated longevity in previous roles.
  • Strong communication and interpersonal skills.
  • Ability to think creatively and deliver innovative solutions.

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-CH3