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

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Must have current insurance experience and hold a P&C license.

Position Summary:

This position involves day-to-day responsibilities that require independent judgment and discretion, contributing to the company’s ongoing success.

Essential Functions & Basic Duties:

(This job specification may not include all the duties listed, nor do the examples cover all the duties that may be performed.)

Leadership & Oversight:

Train and mentor sales team in effectively closing sales opportunities using the company’s proprietary suite of products and services. Developing skills in:

• Prospecting potential clients through cold calling, networking, and professional affiliations
• Effective appointment setting and scheduling meetings with prospects
• Conducting professional and structured sales meetings
• Properly qualifying accounts prior to submission to the marketing team
• Preparing and reviewing submissions to ensure completeness and accuracy
• Acting as a liaison between clients and the marketing team during the underwriting process to obtain necessary information
• Reviewing and confirming the accuracy and adequacy of quotes
• Presenting proposals to prospects, explaining coverage options and premiums
• Negotiate payment options, including premium financing, installments, direct bill, or agency bill
• Successfully bind accounts, including obtaining Broker of Record (BOR) letters or renewal binder
• Attending closing meetings to support the finalization of sales
• Participating in turnover meetings with the Marketing and Client Services teams within one week of closing a sale

Sales Performance & Strategy:

• Monitor ongoing sales activities and new business development efforts of producers
• Ensure adequate cross-selling activities to maximize opportunities
• Act as a liaison between the Sales and Client Services teams to ensure seamless client onboarding
• Communicate department needs and progress to the Chief Business Officer
• Ensure prospecting and new business goals are met consistently

Recruiting & Development:

• Recruit and onboard new producers, focusing on both experienced hires and emerging talent
• Oversee onboarding and transition processes to ensure seamless integration into the team

Performance Metrics:

Success in this role is measured using a balanced scorecard approach, incorporating financial results, sales operations, colleague capability, and client satisfaction, with emphasis on financial outcomes.

Supervisory Duties:

This job has a high level of supervisory responsibilities. Supervision includes but is not limited to:

• Oversight of sales team

Knowledge, Skills, & Abilities:

• Proven leadership experience in insurance sales
• Excellent communication, interpersonal, and organizational skills
• Demonstrated success in developing sales strategies, managing CRM systems, and driving accountability
• Strong mentoring skills, with the ability to develop talent and foster a high-performing team culture
• Strategic thinking with the ability to align regional and national sales objectives

Education and Work Experience:

• Bachelor’s degree with 10 years sales experience with expertise within the insurance industry
• Property & Casualty, Life & Health insurance licenses
• 5+ years of sales leadership in the insurance industry
• Proficient in Microsoft products such as Outlook, Excel and Office365, Epic or similar management system. Must be proficient in Salesforce
• Prior experience and proven track record for driving sales results and building sales teams

Commercial Insurance Service/ Department Manager

Hybrid

Hamilton Township, NJ

$100k-$150k+

Job Summary
We are seeking a dynamic Commercial Insurance Department Manager to join our client's team and drive growth of the department. Reporting to the COO, you will be responsible for overseeing the CL Account Management Department, managing a team of 15-20 employees.  

Responsibilities
- Direct and supervise the day-to-day operations of the Commercial Lines Department
- Lead and manage a team of 15-20 employees, including training, performance evaluations, and team development
- Service a book in premium, ensuring exceptional customer service and satisfaction
- Handle new and renewal business quoting, including negotiating terms and conditions
- Develop and implement strategies to grow and retain business, meeting and exceeding revenue targets
- Foster strong relationships with key stakeholders, including carriers, clients, and underwriters
- Collaborate with senior management to develop and implement departmental goals and objectives

Qualifications/Requirements
- 10+ years of proven experience in the insurance industry with a focus on commercial lines
- Active P&C (Property & Casualty) license in good standing
- Proficiency in EPIC software and other relevant industry tools
- Strong leadership, interpersonal, and communication skills
- Proven track record of effectively managing a large book of business
- Ability to thrive in a fast-paced, deadline-driven environment
- Strategic thinking and problem-solving abilities

Compensation Package
- Excellent opportunities for professional growth and advancement.
- Competitive compensation: Between $100k-$150k (based on experience).
- Paid time off and company holidays.
- Comprehensive benefits package, including health, dental, vision, 401(k), and more.

- Epic system experienced needed
- Hybrid work schedule available after training

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#LI-hybrid

Primary Office Location:

501 Fayetteville Street. Raleigh, North Carolina. 27601.

Join our team. Make a difference - for us and for your future.

Position Title: Insurance Team Lead

Business Unit: INSA

Reports to: Varies

Position Overview:

This position is primarily responsible for leading a team of Account Managers/Client Advocates/Account Executives (CL/EB/PL) including planning, coordinating and controlling activities of the service team to maintain and enhance customer relationships, meet organizational and operational objectives and ensure all processes and service levels are consistently achieved.  The incumbent ensures both new and current staff members receive the necessary job training and have the necessary tools to maximize their effectiveness, provides day to day direction and addresses questions as needed.

Primary Responsibilities:

Services and retains an assigned book of business.  Maintains assigned customer accounts and provides all services essential to high quality customer service which include collaboration with Sales and other Service/Support areas.

Oversees activities of the Service Department and assures the smooth operation of the department when responding to internal and external requests.  Monitors and reviews the consistent and timely delivery of proposals, policies, endorsements, invoices, audits, cancellations and correspondence to clients.

Assists in the determination of the appropriate level of service for each client and ensures these levels of service are delivered in a consistent manner.  Works with internal partners, operations, staff and producers to improve client satisfactions levels and service levels.

Provides assistance to the internal team and is available to answer questions on procedures or coverage when necessary.

Continually reviews policy and procedures manuals to ensure they reflect best practices in all areas.

Manages the training of the service team to ensure they have the appropriate skills and tools necessary to ensure the highest level of client service including helping to prioritize and provide direction as needed.

Conducts performance appraisals, provides on going coaching and development feedback and if needed, coordinates appropriate disciplinary measures.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.  Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

7

Overview:

We are seeking a highly experienced and motivated Employee Benefits Team Lead. This is an exciting opportunity to lead a dynamic team and work with a diverse range of clients in the insurance industry.

Responsibilities:

• Lead the Employee Benefits team in managing carrier relations, workflow, and compliance
• Handle accounts as needed, including quoting new and renewal business for fully insured, self-funded, and level-funded plans
• Work on a floating book with a total of $6M among the team, handling groups of 2 to 1500+ and managing a book of business with a significant number of policies

Qualifications:

• L&H license required
• 5+ years of agency experience, with a high level of Account Executive or leadership experience
• Proficiency in Applied EPIC software
• Strong project management skills and experience with compliance-related work for Employee Benefits plans
• Extroverted personality with the ability to flex to various stakeholders, including producers

Day-to-day:

The successful candidate will be responsible for leading the Employee Benefits team, managing accounts, and ensuring compliance with industry regulations. This role will involve working closely with clients, carriers, and internal stakeholders to deliver exceptional service and support.

Benefits:

• Competitive salary up to $125k (DOE)
• 3% 401(k) contribution
• Professional development opportunities
• Comprehensive benefit package available

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