• HOURS:  Monday – Friday, 8:00 am – 5:00 pm
• DURATION:  Direct Hire
• WORKPLACE:  In office. Open to discuss a hybrid schedule after a few months of training in office.
• PAY: Position can pay $70,000 - $85,000, depending on experience.
• BENEFITS:  This client offers a full comprehensive benefits package to include Medical, Health Reimbursement Account, 401(k) with a match PTO and Sick Pay
   

• The qualified candidate must have five years recent experience working with Employee Benefits with an independent agency environment.
• Must have a Bachelor’s Degree.
• Must hold an active CA Life/Health license.
• Deep knowledge of benefits for groups with 25+ employees and current industry regulations.
• Bilingual Spanish a plus!
• Proficient with Microsoft Excel, Word, Outlook and PowerPoint.
• Ability to break down Medical, RX and Ancillary products into actionable insights.
• Organized, detail-oriented, a team-player and proactive.
• Must be able to multi-task and juggle priorities with ease.

• Assist Account Managers with day-to-day client service needs.
• Help prepare renewal spreadsheets, presentations, and client communications.
• Support the coordination of carrier quotes and proposals.

• Communicate with carriers, TPAs, and vendors to gather information and resolve issues.
• Assist with processing enrollments, changes, and terminations.
• Help ensure compliance documentation and reporting is accurate and timely.

• Support preparation for open enrollment meetings.
• Assist with employee communications and materials.
• Attend client meetings to observe and gradually take on presentation responsibilities as you grow in the role.

• Help manage timelines and track deliverables during renewal cycles.
• Maintain organized client files and documentation.
• Identify trends in client questions and help develop proactive solutions.

• Learn benefit plan structures including medical, dental, vision, life, disability, and FSAs.
• Build industry knowledge and regulatory understanding.
• Work toward increased client-facing responsibility over time.

• HOURS: 8:30 am – 5:00 pm, Monday - Friday
• DURATION: Direct Hire
• WORKPLACE: On-site
• PAY: Hourly pay depends on experience, $70,000 - $85,000 per year 
• BENEFITS: This client offers a full comprehensive benefits package.

• Manage Accounts Receivable, including invoicing, payment posting, collections, and account reconciliations.
• Manage Accounts Payable, including vendor invoice processing, payments, and reconciliations.
• Calculate, reconcile, and process producer and broker commissions.
• Reconcile carrier statements, premium payables, and trust accounts.
• Prepare journal entries, account reconciliations, and monthly financial reports.
• Maintain general ledger accuracy and support month-end and year-end closing processes.
• Assist with budgeting, audits, tax reporting, and financial analysis.
• Ensure compliance with agency accounting procedures and insurance industry regulations.
• Collaborate with agency staff, carriers, vendors, and producers to resolve accounting issues.

• Knowledge of EPIC – intermediate to advanced level.
• The qualified candidate must have recent experience working as an Accountant, within an independent agency environment; minimum three years experience.  
• Strong organizational, analytical, and Microsoft Excel skills.
• Proficient with Microsoft Office.
• Will need to have good math skills and be detail-oriented.
• You must be able to use a keyboard and other office equipment.

• If you prefer to work in-office or a hybrid schedule, and you live in the San Diego area, there is that option.
• In-office training may be required.

• Independently service a designated book of business of middle – large market complex clients for one or more producers.
  • Meet regularly with Producers to update, advise, and inform.
  • Analyze and compare current exposures to develop renewal or new business marketing strategies.
  • Manage the marketing process, negotiate rates, and review quotes and coverages for competitiveness and accuracy.
  • Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage.
  • Review and summarize marketing results, prepare proposals, and bind coverage with carriers.
  • Participate and/or support in presenting to clients and key decision makers.
  • Respond to client inquiries, address underwriting questions, providing professional and timely communications with clients, colleagues, and carriers.
  • Perform contract reviews for insurance requirements and advise clients of coverage needs and issue proofs of insurance.
  • Prepare summary of Insurance for renewal or mid-term reviews.
  • Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed.
• Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format.
• Ability to present complicated information to a variety of interest groups in a clear and unambiguous way.
• Accountable for retention and proper handling of expiration list and renewals.
• Handling financial aspects of an account timely and accurately - including invoicing and corrections, responding to client accounting questions, accounting department inquiries, and following up with clients on receivables.
• Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients.
• Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans and contracts.
• Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
• Perform other responsibilities and duties as needed.

• 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 – 4:30 pm
• DURATION:  Direct Hire
• WORKPLACE:  Hybrid schedule offered after training; 2 remote days weekly.
• PAY:  Depending on experience, the position can pay $80,000 - $125,000 per year.
• To qualify for $115,000 - $125,000, the Commercial AM must have a minimum of ten, plus, years recent experience working as a Commercial AM, know EPIC (intermediate to advanced level) and have strong Construction risk experience.

• BENEFITS:  This client offers a full comprehensive benefits package.
   

• Processing Certificates of Insurance â€“ Handle a high volume of certificates, ensuring they are processed same day or within 24 hours.
• Evidences of Insurance â€“ Prepare and distribute evidences of insurance accurately and in a timely manner.
• Billing Assistance â€“ Address and resolve direct bill inquiries from clients and carriers.
• Endorsements â€“ Process policy changes, ensuring accuracy and compliance with client and carrier requirements.
• Pre-Renewal Letters â€“ Responsible for preparing and distributing pre-renewal correspondence.
• Claims Assistance â€“ Support the claims process by gathering necessary documentation and providing updates to clients as needed.
• Other tasks as requested and needed.

• Minimum two years’ experience recently working as a Commercial Assistant, working within an independent agency environment.
• The qualified candidate must hold an active CA Property/Casualty license.
• Must know EPIC and be at an intermediate to advanced level with the software. Two years recent experience. 
• Proficient with Microsoft Word, and Outlook.
• Clear written and communication skills. Must be comfortable speaking on the phone.

• HOURS: 08:00 am – 05:00 pm.
• DURATION: Direct Hire.
• WORKPLACE:  In office only.
• PAY: $58,000 - $65,000 (non-exempt) + bonus potential 
• BENEFITS: This client offers a full comprehensive benefits package to include Medical, Dental, Vision (100% paid by the employer). Simple IRA is offered and more!

• Customer Service, correspondence with clients and insurance companies and other support as needed for producers.
• Assist with Health plans for incoming prospects/current clients and referrals; Health, Dental, Vision, Life, etc. 

• Assist in the submission of applications to underwriting, follow up with insurance companies to check on status and customer service on existing policies.
• Maintain database, logs and other correspondence with accuracy.
• Research claims, underwriting follow-up and other customer service issues.
• Other duties as required and requested.

• Minimum of 2 years’ recent experience working in the health / benefits insurance field.

• The qualified candidate must hold an active CA Life/Health license.
• Proficient with Microsoft Excel, Word, and Outlook.
• Have experience with major carriers (example: Anthem, Sharp, etc.)
• Possess professional phone/customer service skills.

• 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: 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.

• 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: 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: 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