Commercial Insurance Marketing/Placement Specialist

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-BJ1

Job Title: CL Marketing Account Manager

Job Summary

Seeking a dynamic and results-driven Commercial Lines (CL) Marketing Account Manager to join a team. The ideal candidate will play a critical role in managing relationships with clients, developing marketing programs, and working closely with internal teams to ensure the seamless execution of marketing campaigns. This role encompasses account management, strategy development, and collaboration, with a focus on customer satisfaction and achieving business goals.

Responsibilities

• Build and maintain meaningful relationships with commercial lines clients to ensure alignment with their marketing goals and objectives.
• Serve as the primary point of contact for assigned accounts, addressing inquiries, concerns, and delivering ongoing support.
• Develop and implement strategic marketing plans tailored to client objectives, driving measurable campaign results.
• Collaborate with cross-functional teams including creative, analytics, and operations to ensure the accurate and timely execution of marketing programs.
• Conduct competitive analysis, market research, and regular reporting to present campaign performance updates and actionable insights to both clients and internal stakeholders.
• Proactively identify upsell or cross-sell opportunities to further strengthen client relationships and maximize revenue opportunities.
• Manage budgets, timelines, and project deliverables efficiently to meet deadlines and exceed client expectations.

Qualifications/Requirements

• Proven experience as an Account Manager or related role, preferably within the Commercial Lines industry.
• Exceptional communication and interpersonal skills, with the ability to build trust and rapport with diverse clients and team members.
• Strong analytical and problem-solving skills, with the ability to interpret campaign data and make data-driven decisions.
• Demonstrated project management skills, including the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proficiency in marketing tools and agency management software. 
• Strong organizational, time management, and attention-to-detail skills.

Compensation Package

• Compensation: Between $90K-$130K (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

• Lead complex renewal cycles from start to finish, ensuring client programs are optimally structured and placed.

• Evaluate existing coverage, loss trends, and exposures to design customized renewal strategies that mitigate risk and meet client goals.

• Negotiate with carriers and underwriters to secure competitive terms and program designs, leveraging your market knowledge and relationships.

• Act as a trusted advisor to internal teams and clients, providing insight on coverage nuances, program alternatives, and emerging trends.

• Prepare and present renewal proposals and recommendations that clearly explain options, pricing, and program changes.

• Develop and maintain strong partnerships with carrier contacts, ensuring reliable market access and timely support.

• Collaborate with internal teams across account management, claims, and analytics 

What We’re Looking For

• Deep understanding of casualty lines, large/complex account structures, and multi-state exposures.

• Proven ability to manage multiple renewals simultaneously while maintaining exceptional accuracy and attention to detail.

• Strong negotiation and communication skills — able to simplify complex insurance concepts for clients.

• P&C License required 

• Bachelor’s degree preferred, or equivalent industry experience.

KR-LI1

Job Title: Commercial Insurance Account Manager

Job Summary

Seeking a highly motivated and detail-oriented Commercial Insurance Account Manager to join a dynamic team. In this role, you will build and maintain strong relationships with clients, deliver exceptional customer service, and ensure the seamless management of a diverse portfolio of commercial insurance accounts. You will work closely with producers, underwriters, and other internal teams to provide tailored risk management solutions for clients. If you're an experienced professional with a passion for customer satisfaction and a deep knowledge of the insurance industry, we encourage you to apply.

Responsibilities

• Manage and maintain an assigned portfolio of commercial insurance accounts, ensuring client satisfaction and retention.
• Serve as the primary point of contact for clients, responding promptly to inquiries, resolving issues, and providing expert guidance on insurance policies.
• Collaborate with sales producers and underwriters to design and present comprehensive insurance solutions tailored to meet clients' unique business needs.
• Process policy renewals, endorsements, cancellations, and other transactions with accuracy and timeliness.
• Conduct periodic policy reviews with clients to discuss coverage options, identify potential gaps, and assess evolving insurance needs.
• Assist with claims processing by guiding clients through procedures and liaising with insurers for efficient resolution.
• Monitor and document client interactions in the agency management system to ensure transparency and continuity of service.
• Stay current with insurance industry trends, regulations, and market developments to provide informed advice to clients.
• Actively contribute to ongoing process improvements, team collaboration, and department initiatives.

Qualifications/Requirements

• Proven experience as an Account Manager (minimum of 3+ years) in commercial insurance or a related role.
• Active and valid P&C (Property and Casualty) License.
• Strong knowledge of commercial insurance products, coverage types, and industry practices.
• Exceptional customer service skills with a proactive and client-focused approach.
• Strong organizational abilities, including prioritizing tasks, managing deadlines, and keen attention to detail.
• Excellent verbal and written communication skills, with the ability to explain complex insurance concepts clearly.
• Proficiency in agency management systems (e.g., AMS360, Applied Epic) and Microsoft Office Suite.
• Team player with a strong work ethic and the ability to thrive in a collaborative environment.
• Experience working with a variety of industries or specialized insurance markets - preferred.

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-SL1

Job Title: Marketing & Sales Representative – Workers’ Compensation Solutions

About the Company
Our client is a fast-growing organization dedicated to helping businesses succeed through cutting-edge technology that transforms workers’ compensation processes. Founded by seasoned experts in all aspects of the workers’ compensation system, the company delivers concierge-style solutions with a data-driven, personalized approach. With a deep understanding of the needs of adjusters, business owners, HR professionals, and underwriters, they provide innovative solutions that improve efficiency and enhance competitiveness for their clients.

Position Overview
Seeking a motivated and personable Marketing & Sales Representative to join the team. In this role, you will be responsible for building and growing relationships with local insurance brokers and brokerages, introducing them to industry-leading workers’ compensation technology, and converting them into long-term clients. The ideal candidate has a background in insurance—particularly workers’ compensation—and thrives in a client-facing, relationship-driven sales environment.

Key Responsibilities

• Develop and maintain strong relationships with local insurance brokers, agencies, and brokerages.
• Present and promote workers’ compensation technology solutions in a compelling and professional manner.
• Prospect, pitch, and close new clients, helping to expand the company’s presence in the marketplace.
• Build and manage a client database, tracking opportunities and maintaining regular follow-up.
• Act as a trusted advisor, providing product knowledge and tailoring solutions to client needs.
• Collaborate with internal teams to ensure smooth onboarding and excellent client experience.
• Meet and exceed sales goals through a combination of new business development and relationship management.

Qualifications

• Prior experience in the insurance industry, ideally with exposure to workers’ compensation.
• Strong sales, business development, or marketing background with proven results.
• Excellent communication, presentation, and interpersonal skills.
• Highly personable, polished, and confident in client-facing settings.
• Self-motivated with the ability to work independently and manage multiple priorities.
• Comfortable with prospecting and building out a client base.

Compensation & Benefits

• Competitive base salary
• Residual commission structure + performance bonuses
• Opportunities for long-term career growth as the company expands

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-ET1

Product Owner – Digital Experience & Transformation

An established and growing Property & Casualty insurance carrier is seeking a Product Owner – Digital Experience & Transformation. This individual will lead the evolution of digital portals and experiences for both agent and insured stakeholders. The role is responsible for driving best-in-class digital experiences that enable profitable growth, improve business process efficiency, and enhance stakeholder satisfaction, while supporting strategic initiatives such as state expansion, line of business expansion, and the launch of a direct-to-consumer distribution channel.

This position is remote; however, candidates must reside in PA, NJ, MA, NY, or CT.

Job Responsibilities

• Define and manage the digital portal product roadmap for agents and insureds, aligned with business goals and stakeholder needs.
• Partner with business and IT stakeholders to prioritize upgrades, enhancements, and new features across multiple initiatives.
• Ensure alignment of portal initiatives with overall corporate priorities across the Guidewire ecosystem.
• Monitor industry trends, emerging technologies, and platform releases to ensure scalability and competitiveness.

• Serve as Product Owner within Agile/Scrum teams, creating user stories, defining acceptance criteria, and managing the product backlog.
• Translate business requirements into actionable deliverables for technology teams.
• Conduct QA and UAT testing, ensuring products meet functional, regulatory, and user experience standards.
• Manage project timelines, risks, and dependencies to ensure successful delivery.

• Partner with business units, technology teams, and external vendors to align priorities and execute initiatives.
• Facilitate communication between business and technical teams.
• Provide regular updates to leadership on progress, risks, and opportunities.
• Lead journey mapping and stakeholder workshops for projects such as state expansion, direct distribution, billing and claims enhancements, and agency user management.

• Leverage the Guidewire Insurance Suite (PolicyCenter, BillingCenter, ClaimCenter, and Digital Portals) to enhance agent and policyholder experiences.
• Collaborate with IT and vendors to optimize portal functionality.
• Implement best practices for product delivery, governance, and continuous improvement.
• Monitor adoption, usage, and performance metrics to identify opportunities for improvement and scalability.
• Educate internal teams and agency partners on platform capabilities and new enhancements.

Requirements

• Bachelor’s degree.
• 7+ years of experience in digital transformation, product management, or a related role within the Property & Casualty insurance industry.
• Hands-on experience with Guidewire Insurance Suite, especially Digital Portals (preferred).
• Familiarity with Jutro Design Platform.
• Experience in business analysis, QA practices, and Agile/Scrum delivery.
• Strong knowledge of P&C insurance operations, including underwriting, billing, claims, and distribution.
• Proven ability to lead cross-functional teams through complex projects.
• Exceptional organizational, analytical, and communication skills, with a data-driven approach to decision making.
• Ability to manage competing priorities and meet deadlines.
• Forward-looking mindset with interest in emerging technologies and digital trends.

Compensation

• $90,000 – $125,000 annually (commensurate with experience).
• Annual performance-based bonus opportunity.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Flexible scheduling with remote work options.

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-ET1

Commercial Lines Placement Specialist

Job Summary

Seeking a highly motivated and experienced Commercial Lines Placement Specialist to join a growing brokerage team. This role involves working with middle-market and large accounts across a variety of industries, focusing on placing complex risks and delivering effective insurance solutions. The position offers the opportunity to leverage strong market relationships and technical expertise to achieve optimal outcomes for clients.

Compensation Package

• Salary Range: $120,000 - $140,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Develop a comprehensive understanding of the company’s scope of expertise, structure, and value proposition.
• Coordinate placement strategies with Client Advisers and Account Executives to achieve optimal outcomes for clients.
• Lead competitive coverage placement processes, demonstrating strong negotiation skills to secure favorable terms.
• Maintain productive relationships with underwriters at key trading partners.
• Collaborate with national placement resources to address clients’ coverage needs comprehensively.
• Assist in preparing submissions and applications required by the underwriting community.
• Direct submissions to appropriate trading partners and negotiate best-in-class coverage terms, conditions, and costs.
• Prepare coverage comparisons based on quotations and proposals received from underwriters.
• Serve as a secondary internal source of information on market trends, pricing practices, and underwriting policies.
• Promote the utilization of strategic trading partners to maintain secure and dependable relationships.
• Support senior staff in larger, more complex placements as needed.

Qualifications/Requirements

• Licenses/Certifications: Active Property and Casualty (P&C) insurance license or ability to obtain within 90 days.
• Experience:
  • Minimum of 1+ years of industry experience in commercial insurance brokerage, placement, carrier underwriting, or carrier relationship management.
  • 4+ years of preferred experience in related roles.
• Knowledge:
  • Thorough understanding of national insurance broker sales, service, and placement processes.
  • Familiarity with small commercial and middle-market account segments, standard property and casualty products, and the Excess and Surplus Lines marketplace.
• Skills:
  • Strong project/process management discipline and follow-through.
  • Effective communication, negotiation, and interpersonal skills.
  • Analytical and creative thinking abilities.
  • Proficiency in Microsoft Office Suite, with mid-level expertise in Excel.
  • Familiarity with Epic software (preferred but not mandatory).
• Soft Skills:
  • Collaborative nature with a results-driven mindset.
  • Action-oriented, ambitious, and committed to continuous learning.
  • Ability to influence and negotiate effectively with trading partners.

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-MB6

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is ideal for a professional with a strong background in commercial lines insurance and a passion for delivering exceptional client service.

Responsibilities

As a Commercial Lines Account Manager, your primary responsibilities will include:

• Managing all tasks related to policy/account maintenance for new and renewal business, claims, and billing situations.
• Preparing account submissions, reviewing quotes, and creating proposals for clients.
• Responding to client inquiries via phone, email, or in-person within 24 hours.
• Reviewing policy declarations and forms to ensure accuracy and alignment with client needs.
• Maintaining awareness of carrier products, underwriting guidelines, and rating platforms.
• Leading discussions with clients regarding existing coverages and recommending appropriate solutions.
• Identifying opportunities to cross-sell insurance products and provide account rounding.
• Assisting team members in servicing customer accounts and resolving backlogs.
• Maintaining accurate databases and adhering to agency procedures.
• Obtaining quotes for new business prospects and renewal accounts.
• Communicating underwriting guidelines and carrier appetites to the team.
• Building and maintaining relationships with carrier representatives and underwriters.
• Attending carrier sales functions and coordinating meetings with carrier representatives.

Qualifications/Requirements

• Licensure: Valid Property & Casualty (P&C) Insurance License is required.
• Experience:
  • Minimum of 3-5 years of experience in commercial lines insurance preferred.
  • Experience with small to mid-size accounts ($500 - $100K).
  • Familiarity with EPIC software is a plus.
  • Experience with defense contractors, marine contractors, cyber security contractors, IT contractors, or media/web design firms is a bonus.
• Skills:
  • Strong time management and multitasking abilities.
  • Proficiency in Microsoft Office and insurance software systems.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively in a team-oriented environment.

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-DW2

Personal Lines Team Lead

Job Summary

Seeking a highly motivated and experienced Personal Lines Team Lead to join a dynamic team. This role involves managing two distinct Personal Lines groups, including a middle-market team and a VIP team, ensuring seamless operations and exceptional client service. The ideal candidate will possess strong leadership skills, a deep understanding of personal lines insurance, and the ability to foster a collaborative and productive work environment.

Compensation Package

• Salary: Competitive and commensurate with experience.
• Benefits: Comprehensive benefits package, including 401(k) plan.

Responsibilities

• Lead and manage two Personal Lines teams, including a middle-market group handling standard packages and a VIP team.
• Oversee daily operations, ensuring efficient workflows and high-quality service delivery.
• Provide guidance and mentorship to team members, fostering professional growth and development.
• Collaborate with leadership to implement strategies for team success and client satisfaction.
• Handle quoting for new and renewal business as needed.
• Utilize AMS 360 software for account management and operational tasks.
• Communicate effectively with team members, clients, and stakeholders to address challenges and opportunities.

Qualifications/Requirements

• Experience: Minimum of 3 years in personal lines insurance, with 3-5 years preferred. Prior experience managing teams is highly desirable.
• Licenses/Designations: Property & Casualty (P&C) license preferred but not mandatory; strong leadership and management skills are prioritized.
• Technical Skills: Proficiency in AMS360 software.
• Soft Skills: Exceptional communication, problem-solving, and teamwork abilities. Ability to adapt to diverse personalities and foster a positive team culture.

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

🚛 Now Hiring: Commercial Lines Insurance Placement Specialist – Transportation Focus

📍 Location: In-Office - Tinton Falls, NJ | 💼 Salary: $70,000 | 🔒 P&C License Required

🛣️ Drive the Future of Transportation Insurance with Us!

We're expanding — and if you're a seasoned commercial lines pro with a passion for transportation accounts and placement strategy, this is your lane! We're looking for a Commercial Lines Insurance Placement Specialist to take ownership of quoting, binding, and moving business in our thriving Transportation division.

🚀 Why This Role Rocks:

• 📈 Growth-Focused: This role exists because we're scaling fast.

• 🔁 Hands-On: Handle everything from quoting to binding and beyond.

• 💡 Autonomy + Impact: Own your projects, drive carrier negotiations, and make strategic decisions daily.

🛠️ What You’ll Do:

• Collaborate with internal teams to place business with partner carriers.

• Review and analyze existing books of business for consolidation opportunities.

• Run carrier reports and evaluate performance data.

• Independently manage assigned carrier projects.

• Distribute quotes, follow up on bind status, and ensure payment processing.

• Negotiate coverages and premiums for commercial transportation risks.

• Track and report business movement outcomes.

• Hit and manage monthly production goals.

🧠 What You Bring:

• Active P&C license with at least 5 years' experience in Commercial Lines.

• Strong working knowledge of transportation accounts (middle market).

• Background in Surplus Lines, Specialty Markets, or Carolinas region preferred.

• Solid Excel skills — formulas, formatting, analysis — and proficiency in MS Office.

• Experience with Applied/Epic or similar AMS preferred.

• Highly organized, detail-driven, and thrives in a fast-paced environment.

• Strong verbal and written communication skills — able to problem solve and prioritize with minimal supervision.

• Team player with a positive, professional attitude.

📋 The Fine Print:

• 🏢 In-Office role (not remote/hybrid)

• 💰 Salary: $70,000

• 📈 Focus: Commercial transportation renewals (some new business)

• 💼 401(k): Yes

• 🧠 Preferred experience: 3+ years

🚦 Ready to Hit the Ground Running?

This is your opportunity to join a growing firm where your expertise directly shapes success. Bring your insurance skills to a team that values precision, performance, and people.

📩 Apply today — and let's talk about your next big career move.