• HOURS:  Monday – Friday, 9 am – 5 pm
• DURATION:  Temp to possible Hire. 
• WORKPLACE:   In office.
• PAY:  $28.00 - $34.00 per hour, depending on experience.
• BENEFITS:  Weekly payroll, direct deposit, online time entry, sick leave pay, and upon meeting eligibility: holiday pay, vacation pay and 401K Retirement Plan.

• Processing renewals
• New business
• Endorsements
• Retrieving documents online
• Processing Certificates and Evidences
• Speaking with clients and company underwriters
• Other servicing tasks as needed and requested.

• Minimum of 3 years’ experience recently working as a CSR, Personal Lines and Commercial Lines, working within an independent agency environment.
• Must hold an active CA Property and Casualty license.
• Proficient with Microsoft Excel, Word, and Outlook.
• TAM and/or EPIC experience required.

• Regular and consistent attendance as defined per Company policy.
• Work is performed in a typical interior/office work environment.
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• May be required to stand for extended periods of time.
• Must possess effective communication and listening skills such that complicated information can be communicated in a straight-forward manner that the listener can understand, as well as paraphrasing and questioning to gain a complete understanding of the speakers concerns and goals.
• Ability to prioritize, multi-task, set goals and meet deadlines.
• Must be a team player that possesses strong customer service and problem-solving skills.
• Must have a professional demeanor, be detail oriented, organized, highly ethical and have a positive attitude.
• Legal residents of California only. Visa Sponsorship not available. W2 only.

• HOURS:  Monday – Friday, 8:00 am – 5:00 pm
  • Some overtime will be required at times.
• DURATION:  Direct Hire
• WORKPLACE:  Hybrid - 1 day in office per week, after training. 
• PAY:  $150,000 - $160,000 per year, depending on experience.
  • Potential for $90,000 commission if the Manager meets the plan.
  • Would likely add a 1.25–1.5x multiplier on all business above 110% of target to keep ceiling open past $250,000.
• BENEFITS:  This client offers a benefits package.

• HOURS: Monday – Friday, 8:30 am – 5:30 pm
• DURATION: Direct Hire
• WORKPLACE: In office
• PAY: Depending on experience, $75,000 - $100,000 per year. (Candidate must have a minimum of 3 years of current Commercial Lines Account Manager experience to qualify for $85k-$100k base salary range.)
• BENEFITS: This client offers a full comprehensive benefits package

• Review all new losses assigned.
• Provide timely response to members and reinsurers within established goals.
• Effectively maintain current diary including file document updates, correspondence, and evaluation of strategies towards resolution or trial on a 150 - 200 pending claims caseload.
• Evaluate liability and damages for less complex public entity excess files with supervisor oversight.
• Effectively manage litigation in partnership with member entities.
• Monitor and evaluate case strategy, litigation management, reserves and case status to ensure compliance with applicable Addendum B Standards as well as Defense Counsel Standards.
• Work with members, TPAs and defense counsel to evaluate case strategy, damages, and future action needed with an eye towards settlement or trial.
• Analyze coverage for lesser complex exposures and generate coverage related correspondence with supervisor oversight.
• Engage coverage counsel for complex coverage issues as needed.
• Ensure losses have been reported to reinsurers/excess carriers and update reinsurers/excess carriers on cases involving their layer.
• Complete case analysis and closed session write ups as well as present claims to the appropriate Committee(s) for settlement authority, direction and/or coverage determination.
• Effectively maintain files in Proprietary Claims System, including strict compliance with documentation standards relating to exposure analysis, action plans, data compliance, reserves, reinsurer acknowledgements and status and other correspondence.
• Generate requisite reports for diary and litigation calendar.
• Contact member agencies, TPAs, defense counsel or reinsurers/excess carriers concerning claims status and information.
• Review and approve reimbursements and reinsurer invoicing for assigned claims.
• Create and maintain positive, collaborative relationships with members, committees, staff, reinsurers, and defense counsels.
• Actively participate in committee meetings as necessary.
• Attend mediations/MSCs as needed.
• Communicate regularly with Claims Supervisor and Liability Manager regarding claims activity and needed assistance.
• A moderate amount of travel will be required.
• Perform other duties as assigned.

• Minimum of 2 years of experience of increasingly responsible work experience in General Liability claims adjusting, reporting, management and settlement work; or an equivalent combination of education and experience sufficient to successfully perform the essential function of the job.
• Associate’s or Bachelor’s degree in Business Administration, Risk Management, Public Administration, or a related field. (An equivalent combination of education and relevant experience may be considered)
• Public Entity claims experience preferred.
• Coursework or certification in Liability Claims, Risk Management, or a related area is desirable.
• Strong interpersonal and customer service skills; ability to interact professionally with members, TPAs, and other stakeholders.
• High level of integrity, professionalism, customer service, attention to detail, and critical thinking.
• Experience working with public agencies or joint powers authorities is a plus.

• Minimum of 5 years of direct work experience in  General Liability claims adjusting, reporting, management and settlement work of complex, litigated, catastrophic claims.  Or five years of increasingly responsible work in a directly related field, with at least three of those years working in public entity complex or excess casualty environment evaluating complex claims.
• Bachelor’s degree in Business Administration, Risk Management, Public Administration, or a related field. (An equivalent combination of education and relevant experience may be considered)
• Public Entity claims experience preferred.
• Coursework or certification in Liability Claims, Risk Management, or a related area is desirable.
• Strong analytical and interpersonal and customer service skills; ability to interact professionally with members, TPAs, and other stakeholders.
• High degree of professionalism, customer service orientation, and ability to maintain cool in challenging and complex situations.
• High level of integrity, professionalism, customer service, attention to detail, and critical thinking.
• Proven ability to mentor, train, and guide junior-level staff or peers.
• Experience working with public agencies or joint powers authorities is a plus.
   

• Regular and consistent attendance as defined per Company policy.
• Work is performed in a typical interior/office work environment.
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• May be required to stand for extended periods of time.
• Must possess effective communication and listening skills such that complicated information can be communicated in a straight forward manner that the listener can understand, as well as paraphrasing and questioning to gain a complete understanding of the speakers concerns and goals.
• Ability to prioritize, multi-task, set goals and meet deadlines.
• Must be a team player that possesses strong customer service and problem solving skills.
• Must have a professional demeanor, be detail oriented, organized, highly ethical and have a positive attitude.

• DURATION:  Direct Hire
• WORKPLACE:  Hybrid position; 2 days in-office / 3 days remote.  Office in Kearny Mesa area (San Diego County).
• HOURS:  Monday-Friday 8:00AM-5:00PM
• PAY:  $75K - $100K per year, depending on experience
• BENEFITS:  This client offers a comprehensive benefits package: medical/dental/vision/life insurance, 401K, PTO, PST, paid holidays

• Train and assist Underwriting Teams in review of submissions and coverage nuances
• Supervise and assist with audits of Underwriters and Underwriting Assistants
• Review and approve new submissions for acceptability - including more challenging submissions received daily/weekly
• Review and approve requests for endorsement, cancellations, and reinstatements - including more challenging requests received daily/weekly
• Oversee and approve physical inspection process, along with management team input
• Keep accurate documentation of all policies/quotes in purview
• Effectively communicate company standards, underwriting appetite, guidelines, and requirements to retail brokers as well as Underwriting Teams
• Process various personal lines property requests from carrier partners and producers
• Primary Lead for training of Underwriters and Underwriting Assistants
• Approve exceptions to the Underwriting Guidelines on a case-by-case basis, along with management team input
• Occasional travel to key producers and/or attend industry events
• Potential for refining current programs, as well as assist to develop new complimentary property programs in the future
• Potential to grow into supervisory/managerial role as these areas define

• Minimum of 8 years’ recent experience in Personal Property lines (homeowners), including strong understanding of Underwriting guidelines
• Ability to answer broker inquiries, explain coverage for various programs and underwriting concepts
• Strong computer proficiency, including MS Office and Adobe Acrobat, and ability to learn proprietary software effectively
• Ability to follow rules/protocols within the underwriting realm and in harmony with company standards in general
• Must be organized, detail-oriented, able to complete tasks and documentation accurately and on-time
• Excellent written and oral communication skills, including ability to compose professional correspondence
• Able to effectively instruct and assist other Underwriters and Assistants, work well in a team-environment
• Ability to show patience within team, with producer clients and vendor partners, and display a "can do attitude"
• Strong problem-solving skills; pro-active in finding solutions
• High School diploma (or equivalency) required
• Must be able to successfully pass Background check and Drug screen requirements
• May be required to stand and/or sit in a stationary period for extended periods of time
• Verifiable references from recent employment
• Legal residents of California only. Visa Sponsorship Not Available, W2 only.

• HOURS:  Monday – Friday, 8:00 am -5:00 pm
• DURATION:  Direct Hire
• WORKPLACE:  Hybrid Remote schedule offered; three days working remote, two days in office.
• PAY:  Depending on experience, this position can pay up to $100,000 - $110,000.
• BENEFITS:  This client offers a full comprehensive benefits package.

• Internally focused, analytics-heavy role.
• Core responsibilities include:

• Bachelor's Degree or equivalent combination of education and experience; Finance, accounting, analytics experience.
• Active CA Life/Health license preferred.
• EPIC experience a plus!
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Strong written and verbal communication skills.
• Strong project management and organizational skills with the ability to manage multiple concurrent deadlines independently.

• HOURS:  Monday – Friday, 8:00 am -5:00 pm
• DURATION:  Direct Hire
• WORKPLACE:  Hybrid Remote schedule offered; three days working remote, two days in office.
• PAY:  Depending on experience, this position can pay up to $145,000.00, plus bonus potential.
• BENEFITS:  This client offers a full comprehensive benefits package.

• Support strategic management of complex, large self-funded client accounts.
• Work closely with the team Consultant/AE on account strategy and execution.
• Participate in and present during client meetings - Irvine, CA.
• Provide proactive recommendations and solutions to clients.
• Assist with financial analysis, renewals, and strategic planning initiatives.
• Coordinate with internal resources to ensure timely deliverables and high client satisfaction.

• Bachelor's Degree or equivalent combination of education and experience.
• Must have recent experience working with self-funded accounts within an Independent Agency environment.
• Must hold an active CA Life/Health license.
• EPIC experience a plus!
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Strong written and verbal communication skills.
• Strong project management and organizational skills with the ability to manage multiple concurrent deadlines independently.

• • Issuing proofs of insurance.
  • Gather documentation needed for new and renewal marketing, such as prior policies, loss runs and motor vehicle reports.
  • Entering data needed to produce quotes into various carrier systems.
  • Prepare summary of Insurance for renewal or mid-term reviews.
  • Process, and request endorsement transactions with carriers and document transactions in management system.
  • Review binders, policies, endorsements, and audits for accuracy and deliver to client.
  • Provide invoices and statements to clients and review accounts receivables to ensure timely payment on outstanding invoices.
  • Enter claims data into management system and transmit to carrier when needed.
  • Review and deliver premium audits to clients.

• Regular and consistent attendance as defined per Company policy.
• Work is performed in a typical interior/office work environment.
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• May be required to stand for extended periods of time.
• Must possess effective communication and listening skills such that complicated information can be communicated in a straight-forward manner that the listener can understand, as well as paraphrasing and questioning to gain a complete understanding of the speakers concerns and goals.
• Ability to prioritize, multi-task, set goals and meet deadlines.
• Must be a team player that possesses strong customer service and problem-solving skills.
• Must have a professional demeanor, be detail oriented, organized, highly ethical and have a positive attitude.
• Legal residents of California only. Visa Sponsorship not available. W2 only.

• HOURS: 8 am – 5 pm
• DURATION: Direct Hire
• WORKPLACE: In office. A hybrid work schedule may be considered based on experience level and training requirements.
• PAY: Depending on experience, the position can pay $70,000 - $90,000. This is a non-exempt role which means is pays hourly.
• BENEFITS: This client offers a full comprehensive benefits package.

• Change requests
• Endorsements
• Renewals
• New Policies
• Policy Review
  • Review policy, confirm insured has forms required for operations & Certificates on file
• Assist insureds with requests:  review policies, coverages, changes, quotes.
• Assist, or manage, with a book of business to include servicing, reaching out to clients and/or carriers.
• Market/Quote renewals as needed via carrier portals or application submissions.
• Provide the insured with renewal quotes and bind coverage.
• Other duties as requested or needed. 

• Minimum of 3-5 years’ experience recently working as a CL Account Manager, or CL Customer Service Rep (CSR), working within an independent agency environment.

• The qualified candidate must hold an active CA Property/Casualty license.

• Proficient with Microsoft Excel, Word, and Outlook.
• EPIC experience needed – intermediate t advanced level.
• Must have clear verbal and written communication skills.
• Must be able to multi-task and be detail oriented.

• If no Insurance experience, that is ok, this agency will train! But the candidate must be hungry to learn and grow in an insurance environment!
• This role requires the Business Development Specialist to have some Business to Business experience in sales/marketing.
• Will need to be comfortable at a professional level speaking English and Japanese.
• Must be willing and able to obtain and maintain a Property and Casualty Insurance and Life and Health Insurance Agent License within 6 months of hire (first license must be obtained within 3 months of hire).

• HOURS: Monday – Friday, 8:30 am – 5:00 pm OR 9:00 am – 5:30 pm
• DURATION: Direct Hire
• WORKSITE: Mostly in-office, unless traveling. There is some work from home flexibility.
  • Must be available for offsite meetings with clients.
  • This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.
• PAY: $70,304 - $95,000 base, exempt, commission eligible on new business

• BENEFITS: As a valued member of the team, this client offers a comprehensive benefits package, including:
  • 4 medical options, including PPO/HSA with Anthem Blue Cross and HSA with sterling HSA
  • Employer annual contribution to HSA: $1000 single/$2000 family (pro-rated)
  • Employee contribution for Medical, Dental, and Vision: 18% for employee only, 35% of dependent premium
  • Dental: Principal POS plan with $2000 max coverage
  • Life/AD&D: Flat $20,000 coverage
  • Voluntary Life: Up to $300,000 coverage
  • Vision coverage
  • LTD: 60% up to $6000 monthly benefit
  • Voluntary benefits available with AFLAC: Cancer, Accident, Critical illness, Hospital, and more
  • 401k with employer matching (eligibility after 1 year of employment)

• HOURS: Monday – Friday, 8:30 am – 5:00 pm
• DURATION: Direct Hire
• WORKPLACE: After training in office and up and running, the agency is open to discussing a Hybrid schedule; 2 or 3 days remote work.  
• PAY: $90,000- $100,000 per year, depending on experience.
• BENEFITS: This client offers a full comprehensive benefits package.

• Will assist one Producer with a growing generalist Commercial book of business; approximately $5 mil in premium.
• Documenting! Everything is documented and this is very important for this role!
• Market, review and prepare quotes/renewals for proposal
• Discuss and review coverage with clients
• Complete acord applications (New Business and Renewals)
• Complete supplementals (New Business and Renewals)
• Attach email communications to Agency Management System (Nexsure)
• Follow up with clients on requested underwriting documents
• Submit bind orders and follow up for policies
• Review policies and process in Agency Management System (Nexsure)
• Handle audit disputes
• Handle inspection recommendations 
• Process Direct Bill and Agency Bill Renewals
• Discuss and process endorsements
• Certificate back up
• Follow up on open claims

• The qualified candidate must have recent experience working as a Commercial Lines Account Manager, minimum five years, in an independent agency environment.
• Must hold an active CA Property and Casualty license.
• Must be very detailed and able to multi-task!
• Documenting is very important for this role. Must be comfortable with this process!
• Good written and oral communication skills.
• Self-motivated, self-disciplined, and self-confident.
• Nexsure agency management experience is a plus. Client will train!

• HOURS:  Monday – Friday; 8:30 am – 5:00 pm
  • Some overtime during heavy renewal months! 
• DURATION:  Direct Hire
• WORKPLACE:  This is an in-office position
• PAY:  Depending on experience, this position can pay $75,000 - $120,000.
  • To qualify for $75k - $85k, the qualified candidate will need to have 3 - 5 years recent experience. Salary depends on overall experience. 
  • To qualify for $95k - $120k, the qualified candidate will need to have 7 - 10 years recent experience. Salary depends on overall experience. 
• BENEFITS:  This client offers a benefits package.

• Prepares presentation books and verifies accuracy of all content including but limited to Contact Page, Garage Liability Executive Summary Report, Garage Liability Loss Analysis Report, Garage Liability Claim Status Report, Workers’ Compensation Loss Analysis Report, Workers’ Compensation Claims Status Reports, MVR Report, Bond Report and Policy Coverage Overview Report (PCO).
• Prepares and forwards Auto ID Cards and Wallet Passes upon renewal or insured request.
• Handle all Carrier Loss Control requests.
• Run Motor Vehicle Reports, as necessary.
• Ensures Certificates of Insurance are submitted to the respective holders/vendors upon renewal and or as requested during the policy period.
• Manage monthly insured vehicle registration schedules.
• Process all required annual bonds and reviews bond renewal reports to ensure accuracy.
• Reviews and understands the insureds exposure and ensures all necessary information is received from the insureds per endorsement request.
• Manages and collaborates with the overseas service team.

• The qualified candidate must hold an active CA Property/Casualty license.

• Proficient with Microsoft Excel, Word, and Outlook and type 50-60 wpm. 
• Minimum of 3-5 years of recent experience working as a Commercial Account Manager.
• Bachelor’s Degree preferred
• Strong knowledge of commercial insurance policies, policy structures and endorsements.
• Ability to manage multiple accounts and tasks in a fast-paced environment
• Personal policy experience a plus

• HOURS: Full-Time Hours, Monday to Friday
• DURATION: Direct Hire
• WORKSITE: Hybrid schedule offered after training. MUST RESIDE in or near the Schaumburg area! 

• PAY: $72,000 - $85,000/year depending on experience.

• BENEFITS: As a valued member of the team, this client offers a comprehensive benefits package, including:
• 4 medical options, including PPO/HSA with Anthem Blue Cross and HSA with sterling HSA
• Employer annual contribution to HSA: $1000 single/$2000 family (pro-rated)
• Employee contribution for Medical, Dental, and Vision: 18% for employee only, 35% of dependent premium
• Dental: Principal POS plan with $2000 max coverage
• Life/AD&D: Flat $20,000 coverage
• Voluntary Life: Up to $300,000 coverage
• Vision coverage
• LTD: 60% up to $6000 monthly benefit
• Voluntary benefits available with AFLAC: Cancer, Accident, Critical illness, Hospital, and more
• 401k with employer matching (eligibility after 1 year of employment)

• Relationship management of client.
• Proactive development and execution of client benefit strategy and annual renewal cycle.
• Intermediate understanding of compliance (ACA, ERISA, HIPAA), benchmarking, renewal & marketing (RFP), reporting & analytics, and able to perform these functions and explain to client with guidance from the team lead as needed.
• In conjunction with a Benefit Analyst, responsible for the marketing process which includes obtaining client census, submitting RFP, and evaluating quotes in preparing renewal proposal and recommendations for clients. If a Benefit Analyst is assigned to the account, AM is responsible for coordination and final delivery of proposal document.
• Communicate due dates, timelines and expectations to clients and partners with respect to annual renewal process as well as compliance requirements.
• Independently, or in partnership with the Vice President as needed, lead client meetings and presentations. (Will train if needed). 
• Coordinate onboarding of new clients.
• Strong knowledge of and relationships with vendors.
• Delegate tasks, training, and onboarding as appropriate.
• Monitor and recommend opportunities for client revenue enhancement.
• Recommend or initiate actions to service the client effectively and proactively.
• Identify, plan, and develop methods and procedures to obtain greater efficiency and effectiveness of client benefit programs.
• Develop sales or cross-selling opportunities with current clients.
• Special projects as assigned which may include client presentations, functions, and meetings.
• Update and maintain client benefits admin portal at renewal and throughout the year as needed.
• Build and maintain solid relationships with existing clients by providing exceptional ongoing services and care.
• Maintain accurate client and policy data and documents within Benelinx system.
• Act as a liaison between carriers and vendors and communicates accurate details relating to benefits program in a timely manner.
• Coordinate and attend open enrollment meetings as necessary.
• Participate in market meetings, seminars and training programs as directed.

• Minimum of 2 years working as an Assistant Account Manager or Account Manager in Employee Benefits within an independent agency.
• Must want to learn and grow and move up within the agency. 
• A very high level of customer service is required.
• I.E. This agency does actual presentations for pre-renewal and renewals to clients. They don't just email information. 

• Proficiency with AMS 360 & Image Right preferred.
• Intermediate - Advanced MS Office Suite required.
• Current IL Life/Health License.
• Ability to maintain a high level of confidentiality.
• Excellent verbal and written communication skills.
• Ability to work independently and make accurate decisions and demonstrate good judgement.
• Detail oriented with excellent organizational and time/project management skills.
• This position may require periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.
• Must be available for offsite meetings with clients including travel to out-of-state locations as needed.
• Visa sponsorship is not available. W2 only.

• HOURS:  8 am – 5 pm
• DURATION:  Direct Hire
• Pay: $85,000 - $100,000 per year, depending on experience.
• WORKPLACE:  Hybrid - 2 or 3 days in office.  Candidate must reside in California.  
• BENEFITS:  This client offers a full comprehensive benefits package.

• Able to successfully complete Client Administrator duties, and backup as needed, for account servicing needs during the policy year including but not limited to: binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc.
• Assist with insurance reviews.
• Process renewal and new business.
• Explain payment requirements to new and existing clients and provide past due follow-up.
• Provide outstanding customer service and teamwork and seek to improve whenever possible.

• Minimum of 3-5 years’ experience recently working as a CL Account Manager, working within an independent agency environment.  
  • Construction account experience is required.  
• The qualified candidate must hold an active CA Property/Casualty license.
• Proficient with Microsoft Excel, Word, and Outlook.

• EPIC experience is preferred but not mandatory.
• Ability to deal with problems involving several concrete variables in standardized situations.

• If no Insurance experience, that is ok, this agency will train! But the candidate must be hungry to learn and grow in an insurance environment!
• This role requires the Business Development Specialist to have some Business to Business experience in sales/marketing.
• Will need to be comfortable at a professional level speaking English and Japanese.
• Must be willing and able to obtain and maintain a Property and Casualty Insurance and Life and Health Insurance Agent License within 6 months of hire (first license must be obtained within 3 months of hire).

• HOURS: Monday – Friday, 8:30 am – 5:00 pm OR 9:00 am – 5:30 pm
• DURATION: Direct Hire
• WORKSITE: Mostly in-office, unless traveling. There is some work from home flexibility.
  • Must be available for offsite meetings with clients.
  • This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.
• PAY: $70,304 - $95,000 base, exempt, commission eligible on new business

• BENEFITS: As a valued member of the team, this client offers a comprehensive benefits package, including:
  • 4 medical options, including PPO/HSA with Anthem Blue Cross and HSA with sterling HSA
  • Employer annual contribution to HSA: $1000 single/$2000 family (pro-rated)
  • Employee contribution for Medical, Dental, and Vision: 18% for employee only, 35% of dependent premium
  • Dental: Principal POS plan with $2000 max coverage
  • Life/AD&D: Flat $20,000 coverage
  • Voluntary Life: Up to $300,000 coverage
  • Vision coverage
  • LTD: 60% up to $6000 monthly benefit
  • Voluntary benefits available with AFLAC: Cancer, Accident, Critical illness, Hospital, and more
  • 401k with employer matching (eligibility after 1 year of employment)

• HOURS: 9 am to 5 pm
• DURATION: Direct Hire
• WORKPLACE: In office
• PAY: $65,000 â€“ $82,500 base salary
• BENEFITS: Comprehensive package including medical, dental, vision, life insurance, 401k with employer match, and paid time off

• HOURS:  Monday – Friday, 9:00 am – 04:00 pm
• DURATION:  Direct Hire
• WORKPLACE:  A Hybrid Remote role will be offered after training in office and up and running. Open to discussing 2 – 3 days working remote.
• PAY:  $60,000 - $80,000 per year, depending on experience.
  • To qualify for $80,000 per year, the qualified candidate must have a minimum of 5 years’ experience working as a CL Account Manager within an independent agency environment, with the focus being in Workers Compensation and/or Contractors, and offer stable job history (meaning 3-4 years minimum at current and/or prior jobs)
• BENEFITS:  This client offers a full, comprehensive benefits package.

• Manage and service a diverse Commercial Lines book, with emphasis on Contractor/Construction and Workers’ Compensation policies
• Process Certificates of Insurance accurately and in a timely manner
• Handle policy endorsements, including additions, deletions, and coverage changes
• Prepare and process binders, policies, audits and cancellations
• Provide prompt, professional, and solution-oriented customer service to clients
• Respond quickly to client and carrier inquiries via phone and email
• Review policies for accuracy, coverage, and compliance with client requirements
• Coordinate with carriers and internal teams to resolve service issues
• Assist with renewals, including gathering updated information, reviewing quotes, and preparing renewal documentation
• Maintain organized and accurate account documentation within the agency management system
• Proactively identify coverage gaps, changes in risk exposure, or service needs
• Support producers as needed with account servicing and follow-up
• Other duties as needed and requested

• Minimum of 3 years’ experience recently working as a CL Account Manager, working within an independent agency environment.

• The qualified candidate must hold an active AZ Property/Casualty license.

• Proficient with Microsoft Excel, Word, and Outlook.
• EZLynx experience a plus.

• HOURS: Full-Time Hours, Mon-Fri, 08:00 am – 04:30 pm.
• DURATION: Direct Hire  
• WORKPLACE:
  • Remote, but must reside in California!
  • If lives within a reasonable driving distance of the office, a  Hybrid schedule will be offered after training. 
• PAY:  $70,000 - $90,000 per year, depending on experience. 
• BENEFITS: Benefits are offered

The Personal Lines Account Manager will manage and service a $500,000 book of business in revenue, serving as the primary point of contact for personal insurance clients. This role supports homeowners, auto, and related personal lines policies, ensuring accurate coverage, proactive service, and a high level of client satisfaction.

The Account Manager will handle the full service lifecycle of existing accounts, including policy maintenance, coverage recommendations, remarketing, and new business placements for current clients, while maintaining strong carrier and internal relationships.

This position involves regular remarketing, so the Account Manager must be comfortable performing this function weekly and have solid market expertise.

This book has a dedicated Personal Lines Associate that handles 100% of:

• Notices of Cancellation
• Automatic Renewals
• Mortgage changes / Evidence Requests
• All new business data entry

• Manage and service a personal lines book of business totaling approximately $500K in revenue.

• Provide professional guidance and coverage recommendations to clients based on individual needs and risk profiles.

• Process policy changes, endorsements, renewals, and cancellations accurately and efficiently.

• Remarketing policies as needed to ensure competitive pricing and appropriate coverage.

• Quote, bind, and issue new personal lines policies for existing clients (home, auto, umbrella, etc.).

• Review policies for accuracy, coverage adequacy, and compliance with carrier and regulatory requirements.

• Respond promptly to client inquiries via phone, email, and other communication channels.

• Maintain strong, professional working relationships with insurance carriers and internal agency departments.

• Assist clients with billing questions, claims reporting, and general policy support.

• Maintain accurate and organized documentation within the agency management system.

• Stay current on California insurance regulations, carrier guidelines, and product updates.

• Minimum of five years’ experience, recently working as a Personal Insurance Account Manager within an Independent Agency environment.  
• The qualified candidate must hold an active CA Property/Casualty license.

• Proficient with Microsoft Excel, Word, and Outlook.
• EPIC experience required.

• HOURS: Full-Time Hours, Mon-Fri, 9:00AM-5:00PM
• DURATION: Direct Hire
• WORKPLACE: In office only. 
• PAY: $25/hr, plus Commission potential.
• BENEFITS: PTO & 6 paid sick days are offered as well as a Pension Plan.

• Internet leads – (create sequential marketing follow-up)
• Office activities: Marketing list follow-up (call on list), Focus on Life & Health
• Create a multi-line marketing list (in-book), Focus on Life & Health
• Create New Marketing idea’s to bring in new clients
• Take incoming calls
• Help walk-ins
• Clear and precise notes documented
• Build relationships with clients – provide exceptional service
• Be able to educate clients on products
• Referrals – weekly requirement
• Pivots and Multi-line – weekly requirement

• Recent experience working as a PL CSR/Sales Rep. 
• An active California P&C license is required.
• Strong Customer Service Skills.
• Willingness to learn Commercial Lines.
• Not afraid of picking up the phone and making calls out on leads.
• Experience with Social Media is a plus!
• Be organized, detailed and keep area clean and secure.
• Be able to multi task and on-time.

• HOURS: 8 am to 5:30 pm
• DURATION: Direct Hire
• WORKPLACE: Hybrid schedule (3 days in-office, 2 days remote)
• PAY: Depending on experience, $100,000 – 120,000 base salary. (To qualify for 110k base salary +, candidate MUST HAVE 5 years recent commercial lines account manager experience & EPIC!)
• BENEFITS: This client offers a full comprehensive benefits package.

• Successfully complete Client Administrator duties, and backup as needed, for account servicing needs during the policy year including but not limited to: binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc.
• Manage the new business and renewal process; review risk management surveys. Identify exposure to loss and advise client on appropriate coverages.
• Complete submissions to market new and renewal accounts to insurance carriers.
• Prepare proposals, negotiate coverage terms and pricing.
• Work with underwriters to obtain additional information from clients.
• Explain payment requirements to new and existing clients.

• Minimum five years’ experience recently working as a CL Account Manager, working within an independent agency environment.

• The qualified candidate must hold an active CA Property/Casualty license.
• Bachelors or Associates is required! 
• Stable job history needed. Meaning 3+ years at prior jobs held.

• Proficient with Microsoft Excel, Word, and Outlook.
• EPIC experience preferred!
• Must be an effective communicator; both written and verbal.
• Have strong editing and writing skills.
• Must be organized, able to multi-task and work in a team environment

The Account Executive will work with complex Mid-Market Accounts.
The Account Executive will need to be well versed in mid-to-large market; Work Comp, Property, Inland and Ocean marine, Cargo, CL Auto, and more.

 

• HOURS: Monday - Friday, 8:30 am - 5:00 pm OR 9:00 am - 5:30 pm
• DURATION: Direct Hire
• WORKSITE: This position may require 1 day in office per week (Tuesdays). MUST RESIDE in or near the Schaumburg area! 
  • Should there be an important team or client meeting, you must be open to coming in office or travelling to client's office. Travel costs covered by the agency!
  • TRAVEL involved – 25% of the time. Trips are usually same day return, but at times may require one overnight. Locations can include TN, KY, IN, OH, MI, WI, NJ, NY, GA, NC, NC, SC, TX

• PAY: $115,000 - $142,000/year depending on experience. Plus commission potential. 

• BENEFITS: As a valued member of the team, this client offers a comprehensive benefits package, including:
  • 4 medical options, including PPO/HSA with Anthem Blue Cross and HSA with sterling HSA
  • Employer annual contribution to HSA: $1000 single/$2000 family (pro-rated)
  • Employee contribution for Medical, Dental, and Vision: 18% for employee only, 35% of dependent premium
  • Dental: Principal POS plan with $2000 max coverage
  • Life/AD&D: Flat $20,000 coverage
  • Voluntary Life: Up to $300,000 coverage
  • Vision coverage
  • LTD: 60% up to $6000 monthly benefit
  • Voluntary benefits available with AFLAC: Cancer, Accident, Critical illness, Hospital, and more
  • 401k with employer matching (eligibility after 1 year of employment)

• Relationship management of client.
• Proactive development and execution of client risk management strategy.
• Knowledge of full portfolio of P&C products and services including but not limited to large deductible, global plan, loss control, claims, etc.
• Proficient understanding of compliance & marketing (RFP), reporting & analytics, and able to perform these functions with little guidance from the department head.
• Independently, or in partnership with the department head or Client Executives, leads client meetings and presentations.
• Coordinates with Customer Service team and/or Account Representatives, the ordering and issuing of binders, certificates, policies, endorsements, and other items. Verifies accuracy of those items.
• Prepares summaries, schedules and proposals, process renewals in coordination with Customer Service team and Account Representatives.
• Reviews and verifies policies, audits, calculates premiums, and establishes payment methods.
• Strong knowledge of and relationships with vendors.
• Maintains confidentiality of company and customer information, including pricing, growth projections, market share and other materials that can be used by the competition.
• Monitors and recommends opportunities for client revenue enhancement.
• Identifies, plans, and develops methods and procedures to obtain greater efficiency and effectiveness of client programs and policies.
• Develops sales or cross-selling opportunities with current clients.
• Assists in new business opportunities and develops retention strategies for existing clients by working collaboratively with client executive teams.
• Ability to guide and mentor junior level staff to grow within the team.
• Ability to identify strengths and/or challenges within the department and promote strengths or find solutions for challenges.
• Performs special projects and other miscellaneous duties as assigned by senior management.

• Minimum of 5 years working as an Account Executive on Commercial Insurance within an independent agency.
• A very high level of customer service is required.
  • I.E. This agency does actual presentations for pre-renewal and renewals to clients. They don't just email information. 
• Experience with generalized risks and lines of coverage including General Liability, Workers' Comp, CL Auto, Professional Liability, etc.
• Must have experience with large National Carriers; Chubb, Travelers, Sompo, etc. 
• Proficiency with AMS 360 & Image Right preferred.
• Intermediate - Advanced MS Office Suite required.
• Strong mathematical and analytical skills.
• Current IL P&C License.
• Must be open to wearing a suit while meeting with clients. 
• Visa sponsorship is not available. W2 only.

• HOURS: 9 am to 5 pm
• DURATION: Direct Hire
• WORKPLACE: In office
• PAY: $71,500 â€“ $85,000 base salary + Bonus!
• BENEFITS: Comprehensive package including medical, dental, vision, life insurance, 401k with employer match, and paid time off

• Act as escalated point of contact
• Review and prepare incoming contracts for input into the electronic work stream
• Contact agents for missing documents
• Follow required departmental checklists and workflow items
• Process a high volume of work within established accuracy and time goals
• Review and analyze error notices on new policy applications
• Notify agents of required licensing, Errors and Omissions coverage, and Anti-Money Laundering training
• Advise internal New Business team of actions to take to resolve error messages
• Process agent License and Appointments by performing necessary transactions to process state licensing, including payment of fees to state insurance
• Complete agent terminations by sending letters and terminating agent record and state appointments in all required systems
• Communicate with agents, field force, state insurance departments and vendors via telephone or email
• Prepare reports for management and agents
• Relationship calls with Carriers and Partner Agencies
• Collaboration in the development of policies and procedures
• Performing audits; ongoing coaching, mentoring, and training of team

• 5+ years of life and annuity insurance industry experience
• Minimum 5 years in a management role in life and annuity insurance
• Strong knowledge of licensing and contracting processes within life and annuity insurance
• Proficiency in Microsoft Office Suite and Google Suite
• Excellent communication and conflict resolution skills
• Strong attention to detail and organizational skills
• Proven ability to lead teams with a servant leadership approach
• Ability to prioritize, delegate, and multitask in a fast-paced environment

• HOURS: 9 am to 5 pm
• DURATION: Direct Hire
• WORKPLACE: In office
• PAY: $71,500 â€“ $85,000 base salary + Bonus!
• BENEFITS: Comprehensive package including medical, dental, vision, life insurance, 401k with employer match, and paid time off

• HOURS: 8 am to 5:30 pm
• DURATION: Direct Hire
• WORKPLACE: Hybrid schedule (4 days in-office, 1 day remote)
• PAY: Depending on experience, $100,000 – 120,000 base salary. (To qualify for 110k base salary +, candidate MUST HAVE 5 years recent commercial lines account manager experience & EPIC!)
• BENEFITS: This client offers a full comprehensive benefits package.

• Successfully complete Client Administrator duties, and backup as needed, for account servicing needs during the policy year including but not limited to: binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc.
• Manage the new business and renewal process; review risk management surveys. Identify exposure to loss and advise client on appropriate coverages.
• Complete submissions to market new and renewal accounts to insurance carriers.
• Prepare proposals, negotiate coverage terms and pricing.
• Work with underwriters to obtain additional information from clients.
• Explain payment requirements to new and existing clients.

• Minimum five years’ experience recently working as a CL Account Manager, working within an independent agency environment.

• The qualified candidate must hold an active CA Property/Casualty license.
• Bachelors or Associates is required! 
• Stable job history needed. Meaning 3+ years at prior jobs held.

• Proficient with Microsoft Excel, Word, and Outlook.
• EPIC experience preferred!
• Must be an effective communicator; both written and verbal.
• Have strong editing and writing skills.
• Must be organized, able to multi-task and work in a team environment