Personal Lines Insurance Account Manager

Established agency seeking to add a personal lines account manager to their team.

Responsibilities include:

• Handling High-Net-Worth accounts
• Client presentations and ability to resolve client concerns and issues
• Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
• Liaison between clients and carriers

• Ability to cross sell and help walk-in/phone- sales questions

• Ability to handle all types of personal insurance
• Order and process renewal & change requests
• Advise of coverage recommendations and assist clients with Insurance claims
• Assist in retaining accounts: follow up on cancelations & Broker of Record Letters
• Cross sell & round out accounts

Requirements:

• Must have an active P&C license in the state of Maryland

Must have working knowledge of agency management software, insurance rating Software and Microsoft Office

• Must have excellent presentation and communication skills
• Ability to multi-task and work in fast paced Insurance environment

• Ability to work within a team environment
• Ability to self-direct the completion of insurance related job duties

#LI-KD1

Commercial Insurance Producer
 
Summary:
Established Insurance agency seeking a detailed-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverages.
 
Job Description:

• Full knowledge of insurance products and usages
• Ability to advise and consult with clients
• Manage workflow of assigned book of business and delegate workflow
• Maintain accounts in accordance with organizational guidelines
• Service and monitor account activity.
• Call existing insured to compliment or “round out” personal accounts.
• Work strategically with sales staff to optimize relationships and protect client’s business.
• Perform special projects as directed by the VP, Commercial Lines.
• Review policies and coverage for accuracy and rating calculations.
• Process endorsements, placement requests and invoicing.
• Complete and prepare certificates, proposals, policy summaries and reviews.
• Develop and maintain excellent relationships with our partners, carriers, and vendors.
• Responsible for marketing process & quoting new and renewal business

 
 Requirements:

• 2+ years of experience handling Commercial Insurance Accounts
• Ability to meet/w clients and discuss insurance mitigation strategies
• Must hold an active state P&C License.
• Excellent Customer Service and Organizational skills.
• Strong written and verbal communication skills.
• High School Diploma: Bachelor's Degree preferred but not required.

#LI-AK1

Personal Insurance Producer

Established Agency seeking experienced producer with a hunter mentality. Must have comprehensive understanding of P&C Insurance, be a networking rock star, and demonstrate a clear ability to recognize broker needs.
 
The ideal candidate will have the following qualifications:

• Comfortable thinking outside the box and overcoming obstacles.
• Consultative sales.
• Prior sales experience.
• Must possess excellent communication skills, including telephone etiquette. 
• Ability to travel within their assigned territory
• Work independently and as part of a team to drive agency revenue.
• Apply problem solving techniques to various issues.
• Ability to work with multiple carriers & grow broker network.
• Must carry an active P&C license.

#LI-AK1

Commercial Insurance Account Manager

Job Summary:

Independent agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverages.  Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

Description:

The ideal candidate will have the following qualifications:

• Ability to manage a small-mid sized, established book of business.
• Prior experience in a client facing role.
• Experience working with Small and Mid Market Accounts.
• Experience with various insurance products and maintaining client relationships.
• Ability to handle new and renewal submission. 
• Ability to review insurance contracts for inaccuracies.
• Process endorsements, placement requests, and invoicing.
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Check policy coverage and endorsements on all new business and renewals.

• Ability to work independently or as part of a team.
• Directly responsible for retention of all accounts assigned to the team.

• Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues.

Requirements:

• Must have an active P&C license
• Has at least 5 years of account management experience
• Possess above average computer skills, become proficient in various needed programs, such as Applied EPIC

#LI-AK1

P&C Customer Service Representive 

Established agency seeking to add a personal/commercial lines CSR to their team.

Responsibilities include:

• Handling personal standard and commercial accounts
• Client presentations and ability to resolve client concerns and issues
• Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
• Liaison between clients and carriers

• Ability to cross sell and help walk-in/phone- sales questions

• Ability to handle all types of personal and commercial insurance
• Order and process renewal & change requests
• Advise of coverage recommendations and assist clients with Insurance claims
• Assist in retaining accounts: follow up on cancelations & Broker of Record Letters
• Cross sell & round out accounts

Requirements:

• Must have an active P&C license in the state of SC
• Must have working knowledge of agency management software, insurance rating Software and Microsoft Office

• Must have excellent presentation and communication skills
• Ability to multi-task and work in fast paced Insurance environment

• Ability to work within a team environment
• Ability to self-direct the completion of insurance related job duties

#LI-AK1

P&C Customer Service Representive 

Established agency seeking to add a personal/commercial lines CSR to their team.

Responsibilities include:

• Handling personal standard and commercial accounts
• Client presentations and ability to resolve client concerns and issues
• Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
• Liaison between clients and carriers

• Ability to cross sell and help walk-in/phone- sales questions

• Ability to handle all types of personal and commercial insurance
• Order and process renewal & change requests
• Advise of coverage recommendations and assist clients with Insurance claims
• Assist in retaining accounts: follow up on cancelations & Broker of Record Letters
• Cross sell & round out accounts

Requirements:

• Must have an active P&C license in the state of SC
• Must have working knowledge of agency management software, insurance rating Software and Microsoft Office

• Must have excellent presentation and communication skills
• Ability to multi-task and work in fast paced Insurance environment

• Ability to work within a team environment
• Ability to self-direct the completion of insurance related job duties

#LI-AK1

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-BJ1

Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines Account Manager to join their team.

We are currently seeking a diligent and experienced Workers Compensation Claims Adjuster . The ideal candidate will have a strong background in handling workers' compensation claims, demonstrating exceptional analytical skills, attention to detail, and the ability to navigate complex regulatory frameworks with ease.

Job Description:

Adjuster will be doing all of the front-end work, making 3 point contact, talking to client directly, identifying investigation aspects of the claim, medical contact, and moving it along from there 

Salary:

$30-35/hr+ (based on experience)

Requirements:

3-5 yrs of Workers Compensation Lost Time claims handling experience for CA and/or AZ

#LI-JP1

Commercial Insurance Account Manager

Job Summary:

Well known agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverages.  Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

Description:

The ideal candidate will have the following qualifications:

• Ability to manage a large, established book of business.
• Prior experience in a client facing role.
• Experience working with Mid and Large Market Accounts.
• Experience with various insurance products and maintaining client relationships.
• Ability to handle new and renewal submission. 
• Ability to review insurance contracts for inaccuracies.
• Process endorsements, placement requests, and invoicing.
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Check policy coverage and endorsements on all new business and renewals.

• Ability to work independently or as part of a team.
• Directly responsible for retention of all accounts assigned to the team.

• Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues.

Requirements:

• Must have an active P&C license
• Has at least 5 years of account management experience
• Possess above average computer skills, become proficient in various needed programs, such as Applied EPIC, and AMS360

Salary: $55,000 to $75,000

#LI-CW3