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

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

Join Our Team as the leader of our Client Service team

Are you passionate about leading high-performing teams, creating outstanding client experiences, and driving operational excellence in commercial insurance? We’re looking for a dynamic and strategic Commercial Client Service Manager to join our team and lead the Commercial Client Service department. This leadership role is critical to ensuring that our clients receive proactive, responsive, and consistent service while fostering a positive, collaborative, and efficient team environment.

Why Join Us?

We’ve proudly earned recognition as a CNY Best Place to Work and an Economic Champion, and we value Integrity, Accountability, and Transparency in everything we do. You'll be joining a supportive and collaborative environment where your leadership has a meaningful impact—both for our clients and for your colleagues.

Our Commercial team operates a sophisticated service model focused on the middle market. As the leader of the Commercial Client Service team, you’ll guide and support staff who manage a smaller number of high-value client relationships—allowing for deeper service, greater attention to detail, and stronger long-term partnerships. If you’re motivated by helping others thrive, driving operational excellence, and elevating team performance, we’d love to hear from you.

Key Responsibilities

Department Leadership & Oversight

• Lead day-to-day operations of the 14 member Commercial Client Service team, ensuring workflow efficiency and service quality.
• Monitor staff performance, workload distribution, and departmental processes to meet or exceed agency benchmarks.
• Partner with internal teams, including Marketing, Sales, and Claims, to support growth strategies and client retention efforts.
• Serve as the escalation point for client or carrier concerns, ensuring timely and professional resolution.
• Oversee hiring, performance management, and team development for the Commercial Client Service staff.
• Track and maintain progress on department initiatives, strategic goals, and process improvements.

Training & Development

• Lead onboarding and continuing education for Commercial service team members.
• Foster a culture of continuous learning, mentoring team members to grow their technical expertise and client service skills.
• Coordinate regular audits and staff feedback sessions to drive continuous improvement.

Operational Management & Compliance

• Ensure compliance with agency policies, industry regulations, and carrier standards.
• Evaluate vendor relationships and identify new technologies to enhance service delivery and efficiency.
• Stay current on market trends and regulatory changes affecting the Commercial P&C space.

What We’re Looking For

Behavioral Competencies

• Leads by example with professionalism and accountability.
• Values continuous improvement and encourages team growth.
• Strong ethical standards and ability to maintain confidentiality.
• Positive, solutions-oriented mindset with excellent communication skills.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Minimum 7 years of experience in Commercial insurance, with a focus on middle market risks.
• At least 3 years in a leadership or management role.
• NYS Property & Casualty License required.
• Industry designations or advanced insurance training preferred.

Skills

• Strong relationship-building and client service orientation.
• Ability to multi-task and remain organized in a fast-paced environment.
• Proficiency in Microsoft Office (especially Word and Excel).
• Experience with Applied EPIC preferred.

What We Offer

• Competitive salary based on experience.
• Comprehensive benefits package, including health insurance, 401(k) matching, and more.
• A thriving, inclusive work environment that values your contributions and encourages professional development.

Pay Range: $110,000 – $131,000 per year

If you're ready to take the lead in delivering exceptional service and building a best-in-class Commercial insurance team, apply now to join us as our Commercial Client Service Manager!

Job Type: Full-time

Pay: $110,000.00 - $130,000.00 per year

Benefits:

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

Schedule:

• Monday to Friday

Ability to Commute:

• Marcellus, NY 13108

Work Location: In person

#LI-DL1

Sales Manager

Job Summary:
A Sales Manager is sought to lead, mentor, and support a team of junior sales staff in driving business growth. The successful candidate will be responsible for overseeing the sales team's performance, setting goals, and providing guidance to ensure targets are met. This role requires experience in managing a diverse portfolio of clients and working closely with the team to target different markets effectively.

Responsibilities:

• Lead and mentor a team of junior sales staff, fostering their development and ensuring their growth in the sales process.
• Track and monitor team performance to ensure goals and targets are being met.

• Provide constructive feedback and address performance challenges to foster continuous improvement.

• Attend prospect meetings alongside junior staff to provide support and insight.
• Assist in identifying and targeting key markets for business expansion.
• Offer consultative support to clients and internal teams, ensuring that all sales efforts align with the business objectives.
• Ensure sales staff are well-versed in product offerings, particularly P&C products.
• Assist in sales strategy development, aiming to maximize production and revenue.

Qualifications/Requirements:

• Property & Casualty (P&C) license required; Life & Health (L&H) license preferred.
• At least 5 years of experience in a generalist Commercial Lines background.
• Previous experience with AMS360 and Agency Zoom preferred.
• Proven track record of leadership, with the ability to inspire and develop sales teams.
• Excellent consultative selling skills and ability to maximize production.
• Strong communication, interpersonal, and negotiation skills.
• Ability to effectively target and engage with different market segments.
• Willingness/ability to travel as needed for prospect meetings and business engagements.

Compensation Package:

• Salary: Up to $120K+ (based on qualifications/experience).
• Competitive benefits package, paid time off, professional development opportunities, 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-RM9

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

#LI-CS1

#LI-hybrid

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

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

Commercial/Personal Lines Insurance Department Manager

Overview

An established agency is seeking a dedicated and experienced individual to join their team as Insurance Department Manager. The ideal candidate will provide leadership and direction to the commercial and personal insurance departments, ensuring efficient operations and exceptional client service.

Responsibilities

• Oversee the daily operations of the commercial and personal insurance departments
• Manage and develop a team of insurance professionals
• Build and maintain strong relationships with clients and insurance carriers
• Collaborate with other departments to ensure seamless integration of services
• Develop and implement strategies to drive departmental growth and profitability
• Monitor industry trends and regulatory changes to ensure compliance and proactive adaptation

Qualifications

• Proven experience in commercial insurance, personal insurance, and risk management
• Strong leadership and team management skills
• Excellent communication and interpersonal abilities
• In-depth knowledge of commercial insurance products and industry standards
• Proficiency in insurance software and Microsoft Office Suite
• Bachelor's degree in business, finance, or a related field (or equivalent experience)
• Active P&C insurance license
• Relevant industry certifications (e.g. CIC, CRM, CPCU) are a plus

Compensation Package

• Compensation: $150,000-$175,000 

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-DL1

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! An established agency is seeking a Commercial Lines Account Manager that will drive account retention and growth while delivering exceptional service. Key responsibilities include managing client accounts, assessing risks, and providing top-tier insurance solutions. 

Responsibilities

• Responsible for servicing a book of business from A-Z, 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.
• 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.
• Preferred Agency Management System Experience: EPIC
• Previous commercial lines experience is required.
• 3+ years of previous commercial lines experience in an agency setting.
• Demonstrates a proven track record of consistent job tenure in previous roles.
• Previous experience handling a large book of business is 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 $65K-$90K (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-TS1