Job Summary

We are seeking an experienced Employee Benefits Account Executive to join our team. The ideal candidate will be responsible for managing and servicing a portfolio of employee benefits accounts, providing strategic guidance to clients, and developing new business opportunities. This position offers the opportunity to work with a diverse range of clients and provide innovative solutions to enhance their employee benefits programs.

Responsibilities

• Manage and service a portfolio of employee benefits accounts, including health, dental, vision, disability, and life insurance plans
• Act as the main point of contact for clients, addressing their inquiries, delivering presentations, and providing strategic guidance on benefits programs
• Develop and maintain strong relationships with clients to ensure satisfaction and retention
• Stay up-to-date on industry trends, legislative changes, and compliance requirements to provide informed guidance to clients
• Collaborate with internal teams to develop and customize benefits packages that meet the unique needs of each client

Qualifications/Requirements

• Proven experience as an Employee Benefits Account Executive or similar role
• In-depth knowledge of employee benefits products, regulations, and industry best practices
• Strong communication, negotiation, and presentation skills
• Ability to build and maintain strong client relationships
• Proactive and self-motivated with the ability to identify and pursue new business opportunities
• Holds an active L&H (Life and Health) 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-EL1

Commercial Insurance Team Lead (Fully Remote to GA & FL residents)

$60K-$80K base (DOE) + incentives

MUST BE P&C LICENSED, 2-20 for FL (helpful if multi-state licensed)

Lead. Mentor. Grow. Make an Impact.

Are you a dynamic leader with a passion for developing talent, optimizing workflows, and driving business growth in commercial insurance? If you’re ready to take your career to the next level, we want to hear from you.

Our agency is looking for a Commercial Insurance Team Lead to motivate, mentor, and manage our high-performing team of Account Managers and CSRs. You'll be the driving force behind operational excellence, superior client service, and business expansion.

What You’ll Do

Lead & Develop a Winning Team

• Oversee and guide a team of Account Managers and CSRs, fostering a culture of collaboration and success.
• Train team members on industry best practices, risk management, renewal procedures, quoting strategies, and E&O awareness.
• Conduct weekly team meetings to track progress, resolve challenges, and maintain high morale.
• Act as the go-to expert for complex commercial coverage inquiries, claims issues, and escalations.
• Hire, onboard, and train new team members, ensuring they thrive in their roles.

Optimize Operations & Enhance Efficiency

• Oversee and streamline workflows to improve productivity.
• Manage a complex, mid-sized book of commercial insurance business, ensuring top-tier client service.
• Monitor renewals, endorsements, certificates of insurance, and policy changes, ensuring high retention rates.
• Create time-saving, effective processes to enhance efficiency and accuracy.

Drive Business Growth & Client Success

• Boost client retention through proactive engagement and exceptional service.
• Identify cross-selling and upselling opportunities to maximize client protection and agency revenue.
• Ensure the team adheres to best practices in client communication and policy servicing.
• Support team members in marketing new business and placing complex risks.

What You Bring to the Table

• 5+ years of commercial insurance experience, with at least 2 years in leadership/training.
• Active Property & Casualty license (multi-state licensing is a plus).
• Tech-savvy, with experience in MS Office, AMS (Salesforce preferred), and rating systems like EZLynx.
• Proven leadership abilities – a motivator, mentor, and team builder.
• Excellent problem-solving skills – able to handle escalations and make sound decisions.
• Strong communication skills – able to engage both clients and colleagues effectively.
• Results-driven mindset – focused on higher performance, retention, and revenue growth.

Why Join Us?

• Competitive salary & performance-based incentives
• Career advancement opportunities within a growing agency
• Supportive leadership & collaborative team culture
• Ongoing training & professional development

If you're a motivated leader ready to elevate your career, apply now and become a key player in our agency’s success.

#REMOTE

#LI-DT1

#INDTJG-ST

Senior Private Client Advisor / Personal Lines Account Executive

Location: Palm Beach Gardens

Overview: We are seeking a licensed agent who is experienced in working with high net worth and ultra-high net worth individuals, providing consulting services, and maintaining strong client relationships.

Responsibilities:

• Meet with clients on a regular basis to understand and address their needs
• Maintain and grow client relationships to generate revenue for the office
• Work with HNW/Ultra HNW clients with assets such as multi-assets, planes, yachts, fine art, and jewelry
• Provide consulting services to clients in a client-facing role

Qualifications:

• Experience in a client-facing role with high-net-worth individuals
• 5-7 years of experience working with HNW clients
• 220 license required
• Strong understanding of HNW assets such as multi-assets, planes, yachts, fine art, and jewelry

Day-to-day: The role offers a hybrid remote schedule with 2 days in the office. The salary ranges from $85k-$120k with additional bonuses based on performance and growth targets.

Benefits:

• Quarterly bonus
• Annual bonus based on growth targets
• Annual team retention bonus
• 401(k) plan
• Flexible work schedule

#LI-KR1

Key Responsibilities:

• Client Relationship Management: Act as the senior relationship manager for a portfolio of high net worth clients, delivering tailored insurance and risk management strategies that protect complex and unique personal assets.
• Strategic Program Oversight: Design, implement, and evolve sophisticated insurance programs that align with the distinct needs of affluent individuals and families.
• Leadership & Team Development: Provide vision, guidance, and day-to-day leadership. Foster a culture of excellence, collaboration, and continuous professional growth.
• Cross-Functional Collaboration: Partner with internal stakeholders, including department managers and senior leadership, to ensure alignment and a seamless client experience.
• Continuous Improvement: Monitor industry developments, market shifts, and best practices to enhance service offerings, boost retention, and maintain our competitive edge.

Qualifications:

• Bachelor's degree in Business, Finance, Risk Management, or related field
• Proven leadership experience 
• Strong knowledge of insurance products, markets, and high net worth risk management
• Demonstrated ability to inspire and lead teams while driving results
• Exceptional communication, negotiation, and interpersonal skills
• A strategic mindset with the ability to build lasting client relationships and navigate complex service needs

#LI-KR1

Job Summary

We are seeking a dedicated and experienced Employee Benefits Account Executive to join our team. The Employee Benefits Account Executive will be responsible for maintaining and expanding relationships with clients in order to achieve sales and retention goals.

Responsibilities

• Build and maintain strong client relationships through regular communication and service delivery
• Understand and analyze clients’ employee benefits needs and provide suitable solutions
• Collaborate with internal teams to develop and deliver benefit programs
• Monitor industry trends and regulatory changes in employee benefits
• Provide strategic guidance to clients on benefit program design and administration
• Prepare and deliver presentations to clients on a regular basis
• Prepare reports and metrics for clients, tracking the success of benefit programs
• Stay current on product offerings and changes in the market to provide clients with up-to-date information
• Communicate with clients to manage and resolve any issues or concerns

Qualifications/Requirements

• Proven experience as an Account Executive in the employee benefits industry
• In-depth knowledge of employee benefits products, services, and regulations
• Strong communication, negotiation, and presentation skills
• Ability to build and maintain relationships with clients and internal teams
• Excellent problem-solving skills and ability to handle complex issues
• Proficiency in Microsoft Office and CRM software
• Holds an active L&H (Life and Health) 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-DD3

Job Summary

We are seeking a Commercial Insurance Marketing Account Executive to join our team. The ideal candidate will be responsible for new business development in the commercial insurance sector, working on accounts such as Construction, Hospitality, and Healthcare. This individual will report to the Agency Leader and will play a crucial role in negotiating premiums, preparing proposals, and maintaining strong carrier relationships.

Responsibilities

• Collaborate with producers and Account Executives to negotiate premiums and terms with carriers
• Prepare proposals and bind coverage for new business
• Focus on new business development, with renewal business accounting for a smaller portion of the role
• Work with wholesalers and brokers, leveraging strong carrier relationships
• Quote new and renewal business, with a primary focus on new business

Qualifications/Requirements

• P&C license is required
• 5+ years of experience in an AE/Marketing role
• Proficiency in EPIC software
• Strong communication and negotiation skills
• Ability to work independently and confidently with different personalities
• Prior experience in handling accounts in the commercial insurance sector

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

Overview
We are seeking a talented Commercial Lines Account Executive to join our team. As a key member of our agency, you will be responsible for managing and growing a portfolio of commercial lines accounts. This is an exciting opportunity for someone with strong account management skills and a passion for delivering excellent client service.

Responsibilities
- Manage and grow a portfolio of commercial lines accounts of construction accounts
- Collaborate with clients to understand their risk management needs and develop tailored insurance solutions
- Build and maintain strong relationships with clients and underwriters
- Identify opportunities for account rounding and new business development
- Stay updated on insurance trends, market conditions, and coverage options
- Ensure compliance with industry regulations and company guidelines

Qualifications
- Proven experience in commercial lines account management
- Strong knowledge of AMS 360 or similar agency management systems
- Demonstrated success in managing accounts with premium volumes ranging from $100k-$500k and $500k+
- Solid understanding of commercial lines coverages, specifically in the construction industry
- Excellent communication and negotiation skills
- Ability to work effectively in a team environment
- P&C license required

#LI-MB6

Personal Lines Account Manager/Executive

West Chester, PA

$60k-$80k+ DOE

HYBRID

 Responsibilities:

• Master and utilize quoting platforms for several different insurance carriers
• Develop strong relationships with clients and underwriters
• Respond in a timely manner to client coverage and billing questions 
• Review and analyze current policies at renewal to address rate increases, coverage changes, etc. 
• Identify and present cross-selling, up-selling, and referral opportunities to existing and potential clients that results in additional compensation
• Assist and follow up on client claims
• Maintain accurate and up-to-date client details in agency management system 

Preferred Attributes:

• Customer-service oriented and enjoys the relationship-building process
• Excellent communication skills
• Organized and detail-oriented
• Positive attitude and team-oriented
• Passionate about helping others
• Insurance Designations

Requirements:

• College Degree
• At least 2 years experience as personal lines account manager
• Active Pennsylvania Property and Casualty License
• Technologically Proficient
• Skilled in Microsoft Office
•  

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

#LI-AM1

COMMERCIAL LINES ACCOUNT EXECUTIVE

 Location: West Chester, PA 

Hybrid

$100k-$140k

Job Summary

Are you looking for an engaging and rewarding opportunity within the insurance industry? If so, an established insurance agency is seeking a Commercial Insurance Account Executive to join their Commercial Lines department. This position plays a pivotal role in delivering unparalleled service that leaves a lasting impression. Your dedication to providing timely, consistent, and top-notch service will make a significant impact, fostering lasting relationships and driving collective success.

Responsibilities

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

• Develop and nurture strong relationships with key clients and insurance carriers through regular communication via phone, email, and in-person meetings.
• Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• 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.
• Continuously identify cross-sell opportunities within existing client accounts.
• Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.
• Monitor and manage the renewal process for assigned clients.
• Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.
• Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.
• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
• Coordinate relationship management meetings with assigned clients.
• Stay updated on industry trends, market developments, new products, and legislative changes relevant to clients' needs.
• 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.
• At least 3-5 years of relevant insurance industry experience preferred.
• Previous experience in commercial lines account management.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.
• Industrial contractor experience required.
• Oil industry experience required.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation
• 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-AM1