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15,705 positions found

Insurance Agent
Salary not disclosed
Insurance Sales Representative Outside Sales | Leads Provided | Independent Contractor We are seeking motivated individuals interested in building a career in the life and health insurance industry.

This role focuses on helping individuals and families secure financial protection through supplemental insurance products.

Qualified leads are provided so agents can focus on meeting with prospective clients and building relationships.

Applicants who already hold a Life & Health insurance license will receive priority consideration.

This is an outside sales position, so reliable transportation is required.

Compensation This role is structured as a 1099 independent contractor opportunity.

Compensation is commission-based, with income determined by personal sales production.

Leads are provided to help support business development.

What We Offer Qualified leads provided Training and onboarding support Flexible work schedule Opportunity to build a long-term book of business Unlimited income potential based on performance
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Senior Commercial Lines Account Executive
Salary not disclosed
Tamarac, FL 2 days ago

About Us


The origins of Keyes Coverage go all the way back to the late 1950’s, when it operated in New York. Keyes Coverage in South Florida was established in 1975 by the Keyes family. Since then, the agency has grown into one of the leading insurance agencies in South Florida. The agency specializes in three main areas of practice including Property & Casualty Lines Insurance, Personal Lines Insurance, and Employee Benefits Insurance.


Senior Commercial Lines Account Executive


Job Summary:


The Senior Commercial Lines Account Executive is responsible for initiating client relationships, supporting producers by assisting with new business and providing excellent client service.


  • Maintaining a high level of client service and satisfaction
  • Marketing & placement of renewal accounts as appropriate
  • Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service


Responsibilities:


  • Provide technical support and expertise for commercial property and casualty insurance accounts, assisting in account management and servicing.
  • Collaborate with producers to develop insurance quotes, explain complex coverage matters, and support proposal presentations to clients.
  • Communicate effectively with clients, prospects, carrier representatives, and internal teams through various channels (email, phone, in-person, etc.) to ensure timely and accurate exchange of information that supports successful sales outcomes.
  • Prepare and compile comprehensive client submissions for insurance carriers, including detailed Construction, Occupancy, Protection, and Exposure (COPE) data, Loss Runs, Surveys, and Claims Analyses.
  • Create and maintain accurate insurance applications and submission documents for carrier review.
  • Negotiate optimal terms and conditions with carriers to secure the best possible outcomes for clients.
  • Collaborate with producers in developing and presenting client proposals.
  • Accurately document key conversations with clients and carriers regarding exposures, coverages, and recommendations.
  • Maintain thorough and organized notes on client and producer interactions, in compliance with documentation standards, including details of inquiries, issues, feedback, and follow-up actions.
  • Perform additional duties as assigned.


Basic Requirements:


  • Active Florida 2-20 General Lines License (Property & Casualty) required.
  • Minimum of 3 years of experience working in the South Florida Commercial Lines insurance market.
  • Thorough knowledge of brokerage operations and procedures, commercial lines rating, and applicable insurance laws/codes.
  • Experience using agency management systems, with a preference for Vertafore AMS360 and ImageRight.
  • Proficient in Microsoft Office Suite, document management tools, and carrier proprietary systems.
  • Excellent verbal and written communication skills, along with strong organizational and time management abilities.
  • Highly self-motivated and capable of working independently with minimal supervision.
  • Demonstrates exceptional attention to detail and accuracy in all work.
  • Committed to maintaining confidentiality of financial, employee, and client information.


Preferred Requirements:


  • Completion of CISR or ACSR designation; currently enrolled in INS and/or API programs favorable.
  • Familiarity with risk assessment and risk management techniques.
  • Extensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through agency.


Hours: Monday-Friday, 8:30am-5:00pm (Hybrid Work Options Available)


Office Location: 5900 Hiatus Road, Tamarac, FL 33321


Benefits:


  • Competitive Salary
  • Health Insurance Plans (PPO, HSA, Copay Options)
  • Dental Insurance
  • Vision Insurance
  • Company Paid Disability Insurance
  • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
  • 401(k) with Safe Harbor Match
  • Paid Time Off
  • Paid Holidays


No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

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Senior Attorney
✦ New
Salary not disclosed
Smyrna, GA 1 day ago

STAFF COUNSEL FOR FRED LOYA INSURANCE AGENCY IS NOW HIRING-

IN-HOUSE - SENIOR TRIAL ATTORNEY

Pay: $190,000.00 - $230,000.00 per year + discretionary annual bonus - 20%

$5,000 sign-on bonus


JOB DESCRIPTION:


General Duties:

  • Handle and manage litigation files from inception through trial, with reduced caseload in order to manage the office
  • Prepare pleadings, discovery, motions, demands and responses
  • Draft reports and provide file analysis
  • Handle litigation and other legal assignments in accordance with guidelines established for Staff Counsel for Fred Loya Insurance Agency, Inc., and the Loya Insurance Group

Responsibilities:

  • Manage a staff of 3-4 attorneys and paralegals
  • Oversight of office operations for office and staff
  • Represent clients in civil court and civil litigation proceedings, including trials
  • Prepare and draft legal pleadings and other documents on behalf of clients
  • Advise clients on business and legal transactions relating to civil defense proceedings
  • Negotiate settlements for legal disputes
  • Comply with all legal standards and regulations
  • Perform administrative and management functions related to the practice of law

Skills necessary for this position:

  • Superior awareness of and compliance with all applicable rules of professional conduct
  • Substantial experience in civil litigation, preferably insurance defense litigation, including jury trial experience
  • Comprehensive legal knowledge which promotes standards of professional practice and strong knowledge of the litigation environment in Georgia

Qualifications:

  • Member in good standing with the State Bar of Georgia
  • Minimum 7 years of civil litigation experience, preferably insurance defense litigation, including jury trial experience
  • Admission of GA Bar
  • Trial experience is required.
  • Familiarity with civil pleadings and legal proceedings
  • Strong research and writing skills and excellent work ethic required
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving skills
  • Bilingual (Spanish/English) preferred but not required


Benefits:


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance
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Senior Account Executive, Benefits
✦ New
Salary not disclosed
Livingston, NJ 11 hours ago

Overview:

KORE is an independent insurance partner that delivers an experience unlike any other: Unconstrained in our tailored approach and adjective advice, unrivaled in our white-gloved service, and unlimited in our delivery of complete solutions to unlock possibilities.


Our team of proven and handpicked professionals works with you to understand your needs and to deliver complete coverage from the most- respected carriers in the world. As an independent firm, we do not push proprietary products. Our brokerage and advisory services extend across risk management, business and operational risks, transactional risks, and claims and litigation.


KORE was established in 2013 with our roots, principles and service commitment dating back to 1972 with our predecessor companies. We are a story of achievement through continuous adaptation and evolution – relentlessly focused on helping clients navigate changing markets and evolve their insurance coverage, while simultaneously evolving our business to stay at the forefront of the industry. As a result, we have emerged as a trusted leader known for going above and beyond to help clients succeed across every aspect of their business and personal life.


Job Type: Full Time


Key Responsibilities:

Client Strategy and Leadership

  • Serve as the primary relationship manager for a portfolio of mid-to-large group benefits clients, within the C-suite and HR executive leadership, on primarily self-funded/self-insured plans (stop-loss placement, claims utilization analysis, and vendor/TPA management)
  • Confidently lead presentations, renewal meetings, and strategy sessions in client, carrier, and industry-facing individuals with utmost professionalism
  • Anticipate client needs by making proactive recommendations on alternative funding strategies, cost drivers, and long-term financial planning, strengthening retention and deepening new and existing partnerships

Business Growth and Operations

  • Identify and cross-selling opportunities that will enhance client value and increase contribution toward company revenue growth
  • Collaborate with carriers and TPAs to resolve escalated service issues and negotiate competitive renewals
  • Partner with producers and leadership to design innovative client solutions and proposals

Team Development and Support

  • Share knowledge and understanding of relevant market trends, regulatory updates, and best practices with colleagues to strengthen overall team performance
  • Exemplify mentorship via demonstrating healthy workload prioritization, escalation of client issues, and implementation of strategic initiatives
  • Deliver guidance on plan design, funding models, cost-containment strategies, and compliance requirements


Qualifications and Experience

  • 7-10+ years’ employee benefits experience within an insurance brokerage
  • Expertise with self-funded/self-insured health plans (required)
  • Strong technical knowledge of group benefits products, funding models, and compliance requirements (i.e., ACA, COBRA, HIPAA, etc.)
  • Excellent communication, presentation, and relationship management skills
  • Proficiency in Applied Epic (preferred)
  • Valid Life & Health Insurance License (required)
  • Bachelors degree (required)


What We Offer:

  • $125-$137K+ Discretionary Bonus
  • Further Education Opportunities with Certification Reimbursement
  • Health, Dental, Vision, and Life Insurance Benefits
  • 401(k) Plan
  • 20 Days of PTO + 9 Holidays
  • Hybrid Work Flexibility (1-day WFH)
  • Free Onsite Gym and CafΓ© on Premises


If you are a strategic Benefits professional with a passion for self-funded plan design and mentorship opportunities, we encourage you to apply for our Senior Account Executive role at Kore!


Compensation and Benefits Disclosure:

Kore Insurance Holdings, LLC offers a competitive total rewards package, including base salary, incentives, and benefits. Compensation is based on job responsibilities, relevant experience, skills, education, and location. Individual pay is determined by market data, internal equity, and performance. The stated pay range may be adjusted based on business needs and market conditions.


Equal Opportunity Employer Statement:

Kore Insurance Holdings, LLC is an equal opportunity employer. We value diversity and prohibit discrimination or harassment based on race, color, religion, sex, national origin, sexual orientation, gender identity, disability, genetic information, pregnancy, or any other protected status under federal, state, or local law. Employment decisions are based on qualifications, merit, and business needs.


Agency Disclaimer:

Unsolicited resumes from agencies will not be accepted. Kore is not responsible for fees without a signed agency agreement in place.

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Senior Claims Specialist
✦ New
🏒 KORE Insurance Holdings
Salary not disclosed
Livingston, NJ 11 hours ago

Overview:

KORE is an independent insurance partner that delivers an experience unlike any other: Unconstrained in our tailored approach and adjective advice, unrivaled in our white-gloved service, and unlimited in our delivery of complete solutions to unlock possibilities.


Our team of proven and handpicked professionals works with you to understand your needs and to deliver complete coverage from the most- respected carriers in the world. As an independent firm, we do not push proprietary products. Our brokerage and advisory services extend across risk management, business and operational risks, transactional risks, and claims and litigation.


KORE was established in 2013 with our roots, principles and service commitment dating back to 1972 with our predecessor companies. We are a story of achievement through continuous adaptation and evolution – relentlessly focused on helping clients navigate changing markets and evolve their insurance coverage, while simultaneously evolving our business to stay at the forefront of the industry. As a result, we have emerged as a trusted leader known for going above and beyond to help clients succeed across every aspect of their business and personal life.


Job Type: Full Time


Job Description:

The Senior Claim Specialist will be responsible for managing the claims process for clients from start to finish with an exceptional ability to achieve the best possible outcome for Kore’s internal and external clients. This position requires an experienced claim professional who needs minimal supervision and can deliver exceptional service to our clients. Exposure to a wide variety of claims is a plus. Must be a quick learner and able handle significant volume and competing demands. Timeliness and accuracy in managing responsibilities is required, despite competing demands. This position will be a claims advocate for assigned accounts across multiple lines of business, which may include handling personal lines claims for high-net worth individuals.

Key Responsibilities:

  • Support the Head of Claims and manage the claims process for all assigned responsibilities.
  • Ability to proactively identify and work through intermediate to complex coverage issues.
  • Complete Desk Reviews to include detailed facts, liability and damages analysis, and status in connection with renewal process.
  • Coordinate and conduct both carrier-led and Kore-led claim reviews.
  • Establish and maintain good working relationships with both internal and external stakeholders – internal: Account Executive Teams, etc.; external: adjusters, Claim Account Executives, wholesalers, etc.
  • Autonomously manage specific accounts with minimal supervision from Head of Claims.
  • Maintain claim file documentation and claims diaries in accordance with Best Practices on all assigned claims.
  • Create independent relationships with clients with oversight only from Head of Claims.
  • Be able to negotiate favorable results for clients in all aspects of claims disposition.
  • Access and utilize data obtained from various carrier systems to achieve the best possible claim outcomes
  • Ad hoc projects to support the Claims Department.
  • Performs other related duties as assigned to support departmental and organizational objectives.

Qualifications and Experience:

  • Minimum of 15 years’ experience of relevant claims experience
  • Bachelor’s degree required
  • Proficiency in Applied Epic strongly preferred
  • Proficiency in Microsoft Suite (Word, Excel, PowerPoint) required
  • Ability to travel occasionally as business needs require
  • Flexibility to work outside of regular business hours when necessary to support claim activity and client needs.
  • Must be able to handle competing demands and unpredictability.
  • Must be able to handle high-pressure situations, maintaining composure with challenging claims.
  • Must be a pleasant individual, that can work well with others in a team environment and understand that their contribution and collaboration is essential to the success of the department and broader organization.
  • Must have sound technical proficiency in one or more of the following types of claims: Auto, General Liability, Property and Workers Compensation. Having only Property experience is not acceptable.
  • Must have commercial lines experience, personal lines experience is a plus.
  • Must be staunchly β€œsolution oriented” with an ability to think outside the box.
  • Must be tenacious in handling difficult and frustrating situations until resolved in a positive manner and in the client’s favor to the extent possible.

What We Offer:

  • $125k-$150k + Discretionary Bonus
  • Further Education Opportunities with Certification Reimbursement
  • Health, Dental, Vision, and Life Insurance Benefits
  • 401(k) Plan
  • 20 Days of PTO + 9 Holidays
  • Hybrid Work Flexibility (1-day WFH)
  • Free Onsite Gym and CafΓ© on Premises


Compensation and Benefits Disclosure:

Kore Insurance Holdings, LLC offers a competitive total rewards package, including base salary, incentives, and benefits. Compensation is based on job responsibilities, relevant experience, skills, education, and location. Individual pay is determined by market data, internal equity, and performance. The stated pay range may be adjusted based on business needs and market conditions.


Equal Opportunity Employer Statement:

Kore Insurance Holdings, LLC is an equal opportunity employer. We value diversity and prohibit discrimination or harassment based on race, color, religion, sex, national origin, sexual orientation, gender identity, disability, genetic information, pregnancy, or any other protected status under federal, state, or local law. Employment decisions are based on qualifications, merit, and business needs.


Agency Disclaimer:

Unsolicited resumes from agencies will not be accepted. Kore is not responsible for fees without a signed agency agreement in place.

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Insurance Agency Owner
Salary not disclosed
Portland, Oregon 3 days ago
Job Description

Job Description

Executive Opportunity: Agency Principal & Equity Owner | Portland Metro
Farmers Insurance - District 24
Farmers Insurance District 24 is seeking a high-caliber business leader to spearhead a new agency location in the rapidly expanding Portland market. This is not a traditional management role; it is a private ownership opportunity backed by the infrastructure of a Fortune 500 brand.
We are looking for an seasoned professional with a proven track record of P&L management, strategic business development, and team leadership to scale a high-value insurance enterprise.
The Value Proposition: Strategic Ownership
This opportunity is tailored for established professionals who wish to transition from corporate leadership to business ownership without the risks of a traditional startup.

* Immediate Equity & Contract Value: Build a salable asset. Unlike corporate roles, you are building equity in your own business for future exit or retirement.
* Capital Support & Incentives: Access a $5,000 startup bonus, exterior branding subsidies, and a multi-year enhanced commission structure designed to accelerate your ROI.
* Portfolio Diversification: Offer a comprehensive suite of risk management solutions including Personal, Commercial, Life, and Financial Services.
* Operational Autonomy: Total control over your schedule, office culture, and strategic direction, supported by a world-class regional mentorship team.

Your Mandate
As the Agency Principal, you will act as the Chief Executive of your firm, focusing on:

* Strategic Growth: Engineering and executing a market-penetration strategy for the Portland Metro area.
* Talent Acquisition: Building, training, and mentoring a high-performing sales and operations team.
* Portfolio Management: Overseeing a multi-line insurance portfolio while maintaining elite standards of client retention and satisfaction.
* Brand Advocacy: Serving as a key community stakeholder and trusted advisor to high-net-worth individuals and local businesses.

Candidate Profile
We are seeking a "builder" rather than a "manager." Ideal candidates will possess:

* Executive Presence: A history of success in sales leadership, executive management, or business ownership.
* Operational Excellence: The ability to manage a sophisticated marketing pipeline and multi-channel sales funnel.
* Regulatory Readiness: Current Oregon P&C and Life/Health licenses, or the executive drive to obtain them within 45 days.
* Financial Integrity: The ability to pass a comprehensive criminal and financial background check.
* Education: A Bachelor's degree is preferred; professional certifications or advanced degrees are a plus.

Total Rewards

* Uncapped earnings potential via one of the industry's most aggressive commission and renewal structures.
* Access to group health, dental, and vision plans.
* Marketing expense reimbursement and lead-generation support.
* Specialized bonuses for Military Veterans and Active Duty members.

Take the Helm of Your Next Venture
If you are ready to leverage your corporate experience into a lucrative, scalable, and community-focused business, we invite you to apply. Company Description
Our district is about having a big heart and a whole lot of hustle. We believe that no one wins alone. If you're looking to be part of a leading group that encourages involvement, sharing, community-focused work, open-minded attitudes towards trying new things, and doing the extra to get ahead, this may be the place for you. Our everyday purpose is to help agency owners succeed. We do it by knowing our people. We also make sure that we are always accessible, stay well-informed, provide consistent training, distribute best practices, know the numbers, celebrate success, support tough times, and inspire confidence.

Company Description

Our district is about having a big heart and a whole lot of hustle. We believe that no one wins alone. If you're looking to be part of a leading group that encourages involvement, sharing, community-focused work, open-minded attitudes towards trying new things, and doing the extra to get ahead, this may be the place for you. Our everyday purpose is to help agency owners succeed. We do it by knowing our people. We also make sure that we are always accessible, stay well-informed, provide consistent training, distribute best practices, know the numbers, celebrate success, support tough times, and inspire confidence.
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Insurance Agency Partner
🏒 Farmers Insurance- District 7324
Salary not disclosed
West Linn, Oregon 3 days ago
Job Description

Job Description

The Opportunity: Agency Owner in Training (Executive Sales & Ownership Track)
Farmers Insurance - District 24 is seeking a high-caliber business professional to enter our Retail Agency Manager Program in the Portland metro area. This is not a standard "nine-to-five" sales job; this is a clear, 6-12 month strategic pipeline to full Agency Ownership.
Under guided mentorship, you will learn the mechanics of the insurance industry while building a business asset that carries contract value and equity. We are looking for "Succession-Ready" candidatesβ€”individuals with the business acumen to lead a team and the sales drive to scale a territory.
The Financial Path:

* Six-Figure Potential: Competitive commission, renewal, and bonus structures.
* Capital Support: $5,000 Office Startup Bonus + Exterior Signage Bonus.
* Military Incentives: Enhanced bonuses for Veterans and Active Duty.
* Asset Building: Build "Contract Value" (equity) that can be sold or used for retirement.
* Lead Support: Marketing expense reimbursement and lead generation assistance.

What Your "Ramp-Up" Looks Like:

* Phase 1 (Training): Master the product lines and sales funnel through our District Office mentorship.
* Phase 2 (Protege): Lead a sales team, manage a marketing pipeline, and prove your P&L capabilities.
* Phase 3 (Ownership): Transition into full Agency Ownership with a dedicated book of business and a branded retail location.

What We Are Looking For:

* Business Acumen: Experience as a Program Manager, Business Executive, or Sales Leader.
* Growth Mindset: A desire to transition from "Employee" to "Business Owner."
* Licensing: Ability to obtain Oregon Property & Casualty and Life & Health licenses (we provide a 45-day roadmap).
* Community Presence: A desire to be a visible leader in the Portland/Metro community.

Requirements:

* Proven track record in Sales or Operations Management.
* Strong financial/criminal background check.
* College degree preferred, but business experience is the primary qualifier.

Company Description
Our district is about having a big heart and a whole lot of hustle. We believe that no one wins alone. If you're looking to be part of a leading group that encourages involvement, sharing, community-focused work, open-minded attitudes towards trying new things, and doing the extra to get ahead, this may be the place for you. Our everyday purpose is to help agency owners succeed. We do it by knowing our people. We also make sure that we are always accessible, stay well-informed, provide consistent training, distribute best practices, know the numbers, celebrate success, support tough times, and inspire confidence.

Company Description

Our district is about having a big heart and a whole lot of hustle. We believe that no one wins alone. If you're looking to be part of a leading group that encourages involvement, sharing, community-focused work, open-minded attitudes towards trying new things, and doing the extra to get ahead, this may be the place for you. Our everyday purpose is to help agency owners succeed. We do it by knowing our people. We also make sure that we are always accessible, stay well-informed, provide consistent training, distribute best practices, know the numbers, celebrate success, support tough times, and inspire confidence.
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Licensed Insurance Producer
✦ New
Salary not disclosed
Loveland, Colorado 10 hours ago
Job Description

Job Description

We're Hiring: Insurance Producer - Farmers Insurance Wind River Agency (Loveland, CO)

*Required - Property and Casualty License

Are you a driven, goal‐oriented sales professional looking for a career with uncapped potential?
Farmers Insurance Wind River Agency is looking for a motivated Insurance Producer who thrives in a fast‐paced environment, embraces challenges, and loves helping customers protect what matters most.
In this role, you'll build relationships, assess needs, and provide insurance solutions tailored to each client β€” while growing your income through a base salary + commission structure.

What You'll Do

* Develop a strong understanding of Farmers insurance products
* Build and maintain a growing book of business
* Identify customer needs and recommend appropriate coverage
* Achieve (and exceed!) agency sales goals β€” even during challenging cycles
* Generate new business through multiple lead sources
* Use CRM tools, Microsoft 365, Zoom, social media, and other platforms to manage leads and communicate with clients

What You Bring

* A strong drive to succeed in a commission‐based career
* Ability to stay motivated through both easy and tough sales cycles
* Colorado P&C and Life & Health licenses (or ability to obtain within 30 days)
* Excellent communication, listening, and objection‐handling skills
* Professionalism, reliability, and integrity
* Ability to multitask in a fast‐paced environment
* Adaptability and comfort learning new technology platforms (CRM, Office 365, Zoom, social media tools, etc.)
* Proven experience meeting or exceeding sales goals

Ideal Candidate
You're coachable, competitive, tech‐savvy, and ready to grow. You adapt quickly, stay organized across multiple digital platforms, and remain resilient no matter the challenge. You want a career β€” not just a job.
Company Description
Wind River Insurance Agency - Farmers Insurance is built for driven professionals who thrive on independence and results. We offer the tools, training, and trusted Farmers brandβ€”while giving you the freedom to take ownership of your production, build lasting client relationships, and grow a rewarding career on your own terms.

Company Description

Wind River Insurance Agency - Farmers Insurance is built for driven professionals who thrive on independence and results. We offer the tools, training, and trusted Farmers brandβ€”while giving you the freedom to take ownership of your production, build lasting client relationships, and grow a rewarding career on your own terms.
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Property & Casualty Insurance Agent
Salary not disclosed
Ocala, Florida 2 days ago
Trinity Insurance Agency is growing, and we’re looking for a motivated Property & Casualty Insurance Agent to join our team! If you enjoy helping people protect what matters most and want to build long-term relationships with clients, we’d love to meet you.
Not Specified
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Insurance Sales Agent
Salary not disclosed
Ashland, Kentucky 6 days ago

We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential.


Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you’re up for the challenge, apply now!

Compensation:

$87,000 - $115,000 yearly

Responsibilities:
  • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
  • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
  • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
  • Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
  • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish

Qualifications:
  • Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
  • Job seekers must have an insurance license
  • Candidates should have basic computer skills and be able to use Microsoft Office programs
  • Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
  • Experience with accounting and or sales lead software is a plus

About Company

Sherrill Insurance Agency partners with Fortune 500 and Fortune 100 companies to market and sell their products.

  • No cold calling
  • No Prospecting
  • All Lead-based Sales
  • Six-figure Mentorship
  • Training


#WHINS

Compensation details: 87 Yearly Salary



PI2162b7e5936d-37344-39962779

permanent
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Homeowners Insurance Underwriter
Salary not disclosed
Irvine, CA 2 days ago

For more than 80 years, Western Mutual Insurance Group has provided reliable protection to homeowners throughout the Southwestern United States. Rated A (Excellent) by A.M. Best and consistently recognized among Ward’s Top 50 Property-Casualty Insurers, we are a financially strong and service-focused organization committed to disciplined underwriting and long-term success.

We are seeking an experienced Homeowners Insurance Underwriter to evaluate and manage new and renewal business in accordance with company guidelines while exercising sound underwriting judgment.

Key Responsibilities

  • Evaluate and underwrite new homeowners insurance applications to ensure compliance with underwriting standards.
  • Review renewal policies to assess continued eligibility, changes in exposure, and overall account profitability.
  • Partner with internal agents to provide underwriting guidance, feedback, and education on company standards.
  • Apply independent judgment to balance risk selection, retention, and profitability objectives.
  • Maintain current knowledge of regulatory and coverage variations across AZ, CA, ID, NV, UT, and TX.
  • Document underwriting decisions clearly and accurately within automated systems.

Qualifications

  • Minimum 2 years of direct homeowners/property underwriting experience (P&C background preferred).
  • Strong analytical and risk assessment skills.
  • Effective written and verbal communication skills.
  • Knowledge of multi-state regulatory requirements.
  • Proficiency with underwriting platforms and office software.
  • Detail-oriented with strong organizational skills and professional judgment.

What We Offer

  • Competitive base salary with performance-based bonus opportunity.
  • Profit sharing and 401(k) plan.
  • Comprehensive benefits including medical, dental, life insurance, LTD, paid time off, and holidays.
  • Tuition reimbursement and professional development opportunities.
  • Stable, team-oriented environment with a legacy of excellence.

Please submit your resume and salary requirement for consideration.

NON-SMOKING OFFICE

Please see our Privacy Notice For Job Applicants here:

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Commercial Insurance Account Assistant
Salary not disclosed
Fort Lauderdale, FL 2 days ago

Job Description:

Cothrom is looking to add a smart, resourceful, and proactive account assistant. You will assist with a diverse book of commercial property & casualty accounts. You will be working with our team to help our clients protect their businesses and operate efficiently. On any given day, you will be maintaining customer relationships, processing certificate requests, processing change requests, creating proposals, or assisting with claims.


Most importantly, you will be expanding your insurance skills to help move Cothrom (and your career!) forward. We are a fast-growing company with opportunity for growth to those with grit. Our typical industries served include technology, life sciences, manufacturing, non-profits, and residential associations.


Why Cothrom?

You will find a company that is dedicated to, and rewards, best practices. We offer a long-term career that will allow you to develop professionally and reach your personal goals. What are some of our values?

  • Reward quality work and a high level of skill
  • Value our employees professional and personal goals
  • Provide structured support from within the organization to develop your professional skills
  • Create a friendly, productive, and cooperative working environment
  • Reward and provide growth to active, driven employees
  • Strong benefits - Medical, Dental, Vision, LTD, Life, & 401k


Required Qualifications:

Our hiring decision will be based primarily on these three factors:

  1. Industry – foremost show grit and persistence, a desire to be productive and work efficiently
  2. Integrity – strength in the trust and relationships you build with your clients, co-workers, and brokers/underwriters
  3. Intelligence – ability to learn new skills, add industry knowledge, and problem solve independently

Cothrom believes that candidates who possess these core attributes will be successful and grow regardless of prior experience and knowledge. Support for continued professional growth is part of our philosophy.


Desired Qualifications:

Secondary to the above evaluation, these factors will impact our hiring decisions, but are not requirements:

  • Industry Experience – prior commercial P&C industry experience
  • Technological Experience – Cothrom uses technology to its fullest extent possible, comfort using Applied Systems, electronic signature systems, Microsoft Office, Adobe Acrobat etc.
  • Insurance License – a 2-20 General Lines license will be required within 180 days of hire date
  • Communication Skills – professionalism in oral and written communication
  • Continuing Education – acquisition or pursuit of industry designations such as the CPCU


Physical & Mental Requirements:

Ability to complete each of these tasks 7-8 hrs per day, unless otherwise noted:

  • Ability to lift up to 35lbs rarely, less than 5 minutes a day
  • Sit at a desk continuously
  • Upper body range of motion and dexterity sufficient for constant use of a keyboard, mouse, phone and other office equipment
  • Typing speed in excess of 35 wpm
  • Vision sufficient for constant use of computer
  • Hearing sufficient for daily in-person, video and telephone communication, 3-5 hours a day
  • Able to concentrate on moderate detail with constant interruption
  • Able to attend task/function for 45 min – 1 hour at a time, frequently 4-6 hours a day
  • Able to remember multiple tasks/assignments given to self and others during the course of the day
  • Able to remember multiple tasks/assignments given to self and others over long periods of time
  • Ability to communicate verbally and in written word at standard high school level vocabulary

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Please include a cover letter with your resume.

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Insurance Account Executive
Salary not disclosed
Nashville, TN 6 days ago

Insurance Account Executive – Brentwood, TN


Are you an ambitious sales professional ready to grow your career in insurance? The Wood Brightway Agency is seeking an Insurance Account Executive to help clients protect what matters most in Brentwood, TN. With Brightway’s strong brand, centralized support, and performance-driven environment, you can focus on building relationships, closing sales, and advancing your career.


Why You’ll Love This Role:

  • Work for a fast-growing, reputable agency with a strong local and national presence
  • Access to cutting-edge AI-enabled tools to streamline your workflow
  • Join a collaborative, performance-driven team that recognizes and rewards results
  • Enjoy autonomy in managing your daily sales activities
  • Grow your career and skills in a structured, merit-based environment


Key Responsibilities:

  • Advise clients on Personal Lines insurance tailored to their unique needs
  • Identify and engage potential clients in the community using proactive outreach
  • Manage the full sales process from consultation to policy issuance
  • Meet and exceed sales targets for quotes and new business
  • Provide excellent customer service to build trust and long-term client relationships


Qualifications:

  • Active TN Property & Casualty License required
  • 1–2+ years of insurance or B2B sales experience preferred
  • Motivated, coachable, and goal-oriented
  • Strong communication, presentation, and relationship-building skills
  • Ability to thrive in a fast-paced, results-focused environment


About Brightway:

Founded in 2003, Brightway Insurance is one of the fastest-growing independent insurance franchise networks in the U.S., with agencies in 45 states and more than $1.7 billion in annual premium. Brightway supports its producers and agency owners with technology, centralized service, carrier access, and a collaborative community, enabling ambitious sales professionals to advance quickly and make a meaningful impact in their communities.

Next Step:

If you’re ready to take your career to the next level and excel in a dynamic, performance-driven sales environment, apply today!

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Insurance Account Representative
Salary not disclosed
Tempe, AZ 4 days ago

Insurance Account Representative


We are excited to partner with our client, Kristen Kruger State Farm Agency, a well-established leader in the insurance industry serving Tempe and the surrounding communities since 2007. With nearly two decades of commitment to trusted client relationships and personalized coverage solutions, this agency has a strong reputation for thoughtful service across auto, home, life, renters, and business insurance lines.


This agent/owner and her team are deeply rooted in community engagement and delivering personalized solutions that protect what matters most to individuals, families, and local businesses. Their culture prioritizes long-term relationships, accessible support, and a consultative approach that goes beyond transactional insurance sales.


Are you ready to be an essential part of daily operations and a key driver in growing the agency’s presence and impact? We are seeking an enthusiastic, customer-focused professional who thrives on building meaningful client relationships and delivering solutions that fit real needs.


What You’ll Do:

  • Provide expert guidance on insurance products and services.
  • Assist customers with policy applications, updates, and renewals.
  • Respond promptly and professionally to customer inquiries.
  • Maintain accurate, detailed records of customer interactions.
  • Contribute to agency growth through proactive outreach and relationship building.

What We’re Looking For:

  • Current Arizona License for Property & Casualty.
  • Strong communication and interpersonal skills.
  • Detail-oriented with the ability to multitask effectively.
  • Background in customer service or sales is preferred.
  • Driven, personable, and motivated to succeed in a performance-based environment.

Career Development & Growth Opportunities:

  • Personalized training and mentorship to support your long-term career.
  • Opportunities to earn industry designations and professional certifications.
  • A clear path for advancement into leadership or specialized roles within the agency.
  • Ongoing support, recognition, and resources to maximize your success.

Why Join Us?

  • Opportunity to grow your career while making a positive impact in Tempe.
  • Supportive team environment with ongoing training and development.
  • A career path that blends customer service, community involvement, and sales success.


Stable Base, Benefits and attractive commission, incentive and bonus opportunities.

Year 1 average salary for someone performing as expected in the role is $65k.


If you are passionate about helping others, enjoy engaging with people from all walks of life, and want to be part of a team that values service, integrity, and community, this opportunity could be a great fit.

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Inside Sales - Insurance Agent
✦ New
🏒 Brightway Insurance
Salary not disclosed
Milton, FL 11 hours ago

Advance your career with Brightway Insurance, one of the largest and fastest-growing independent personal lines insurance agencies in the U.S. We offer access to more markets than other agencies, allowing our agents to provide customized insurance solutions tailored to each client’s unique needsβ€”at a price they can afford.


We are expanding and looking for motivated insurance professionals or individuals with a proven track record of success who are eager to build a rewarding career. At Brightway, we invest in your success with industry-leading sales training, lead generation support, and mentorship from top-performing agents.


As a Brightway Insurance Sales Representative, you’ll focus on developing client relationships within your community and offering a full suite of insurance products, including Auto, Home, Commercial, and Life Insurance. Our streamlined operations allow you to maximize your sales efforts without being weighed down by administrative tasks.


Key Responsibilities:


  • Sell Auto, Home, Life, and Commercial Insurance using consultative sales techniques.
  • Identify and engage potential customers through established lead-generation methods.
  • Advise clients on tailored insurance solutions that meet their unique needs.
  • Develop and maintain strong business relationships.
  • Participate in incentive programs and sales contests to drive performance.
  • Consistently exceed sales targets for new business quotes and policy issuance.


Qualifications:


  • Experience in a fast-paced sales environment preferred.
  • High school diploma required.
  • Strong communication and interpersonal skills.
  • Persuasive negotiation abilities.
  • Excellent organizational and time-management skills to thrive in a dynamic, semi-autonomous environment.
  • Analytical skills to understand coverage details and underwriting guidelines.


If you’re ambitious, driven, and ready to grow in a thriving industry, join Brightway Insurance and take the next step in your career!

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Commercial Insurance Account Manager
✦ New
Salary not disclosed

What they Do:

Account Managers at Regional Insurance Associates are responsible for the day-to-day needs of our clients and work closely with our Account Executives (producers). Both the Producers and Account Managers are responsible for sales and service support.

Β 

Account ManagerΒ is responsible for:

Β·Β Β Preparing submissions

Β·Β Β Negotiating price and coverage details with underwriters

Β·Β Β Preparing draft proposals for the producers

Β·Β Β Premium financing

Β·Β Β Review policies and endorsements for accuracy

Β·Β Β Process requested changes in coverage

Β·Β Β Answer client questions

Β·Β Β Issue certificates of insurance

Β·Β Β Issue Auto ID cards

Β·Β Β Assist in the coordination of loss control and claims support

Β 

Attributes:

Β·Β Β Focus and ability to accomplish complex tasks

Β·Β Β Delegation and coordination skills

Β·Β Β Team player

Β·Β Β Experience with Vertafore AMS 360 is a plus

Β·Β Β 3-5 years of insurance industry experience

Β·Β Β Relationship oriented ability to win over the respect and admiration of his/her clients,Β Β Β Β Β 

Β Β colleagues and underwriters.

Β·Β Β Excellent organization skills and attention to detail

Β·Β Β Computer Skills (Microsoft Word, Excel, and Outlook; Adobe)

Β 

Benefits

Regional Insurance Associates offers competitive salaries and benefits, including medical/dental/vision plans, educational expense reimbursement, 401K + up to 4% match, flexible work hours (availability varies by job function) training programs, and more.

Β 

ο»ΏAbout Regional Insurance Associates:

Since 1968, Regional Insurance Associates has specialized in managing commercial and personal insurance needs with the highest level of professional service. Being an independent agency allows us the flexibility to match insurance needs with the right solution, all for the lowest possible cost. Our reputation for service excellence has been recognized both by the customers we serve and the insurance companies we represent.

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Senior Account Executive
Salary not disclosed
Downers Grove, IL 5 days ago

Senior Sales Executive


Job description:

Our Client is a leading provider of comprehensive human resources solutions for midsize businesses. They enhance business productivity by enabling their clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Their full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers’ compensation insurance.


As a Senior Sales Executive, you will be responsible for selling their core Professional Employer Organization (PEO) services to new and/or established Professional Services businesses (typically less than 300 employees). You will work with these business owners and their leaders to help them contain costs, simplify administration, and minimize employer-related risk while providing excellent service to their employees by moving them to a consolidated HR model.


Senior Sales Executives target and convert prospects into clients with their thorough understanding of value proposition and their ability to quantify that benefit for clients. You will write proposals, gain appropriate approvals, and present those proposals to your prospective clients.


RESPONSIBILITIES

β€’ Find and develop prospects by heavy networking, referrals, cold calling, direct selling, business development through support organizations, and Centers of Influence

β€’ Employ consultative selling and establish a trusted advisor relationship in order to determine the prospect's needs, create engagement, alignment, desire, and acceptance

β€’ Sell core Professional Employer Organization (PEO) services to C-level executives at prospective small businesses

β€’ Work with business owners and their leaders to help them contain costs, simplify administration, and minimize employer-related risk by moving to a consolidated HR model

β€’ Write proposals, gain appropriate approvals, and present approved proposals to prospective clients

β€’ Achieve the quota target by meeting sales metrics that drive business opportunities

β€’ Complete all administrative tasks and duties in a timely manner


JOB REQUIREMENTS

Education: Bachelor’s degree is a plus; or equivalent combination of education and experience.

Experience:

β€’ Minimum 3 plus years’ experience in service sales

β€’ Previous experience with developing own leads and prospecting for brand new business

β€’ Prior experience selling in one of the following industries is a plus: SaaS, HRO, BPO.


Other Knowledge, Skills and Abilities:

β€’ Excellent verbal and written communication skills

β€’ Ability to communicate with employees at all levels of the organization

β€’ Excellent interpersonal skills

β€’ Excellent presentation and facilitation skills

β€’ A demonstrated commitment to high professional ethical standards and a diverse workplace

β€’ Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities

β€’ Ability to use technology and common software and web applications, including MS Office and


Base Salary- 79K Base Salary, plus 20K Merit based bonus, plus commission,

130K-150K (uncapped)

Please attach resume when you apply!!

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Insurance Claims Counsel - Complex Loss
✦ New
Salary not disclosed
Chicago, IL 1 day ago

Insurance Claims Counsel – Complex Loss

(Property and Casualty), Chicago, IL

Producers National Corporation


Full-time, hybrid work schedule (3 days in-office per week), equal opportunity employer, resumes from search or staffing firms will be considered.


Direct line reporting to the General Counsel and supporting our Claims department we are seeking an experienced attorney to lead program-level large or complex loss management and, where warranted, directly work in partnership with Claims to successfully administer our most complex or visible claims. The preferred applicant will have experience in an insurance company general counsel environment or as a legal advisor to a Claims function handling a high-volume, low policy limit inventory. All candidates must demonstrate sound legal expertise coupled with capable business judgment, along with success in a highly regulated corporate environment that often requires responding to urgent requests for legal advice from senior management and key business partners, while proactively advising business risks and opportunities.


Principal Duties and Responsibilities

Strategically partner with Claims leadership to review and manage large or unique risk matters. Assess carrier risk and Company exposure. Conduct and oversee thorough investigations at case inception to determine liability, causation and damages. Select, retain and manage outside counsel for litigated cases, and actively manage their activities and costs on large loss and routine matters. Attend and negotiate high-value claims at mediations, settlement conferences and trials. Advise Claims and senior management on best practices and improved strategies for claims administration, mitigation and reporting. Provide coaching, technical direction, and performance feedback on large loss claims to complex claims unit. Evaluate policy language to determine the scope of coverage, draft complex coverage letters, and communicate positions clearly. Ensure Company compliance with laws and industry standards in complex claims management.


Partner with other internal departments, such as underwriting, to manage risk, track changes in the law, and provide regular updates to executive management regarding industry trends and their impacts on the Company. Train and support adjusters on law updates in each operating jurisdiction. Provide corporate compliance support, legal support of strategic business initiatives, and other matters as may be assigned. Provide legal advice on varied corporate and transactional matters and negotiation of commercial contracts and dispute resolution on behalf of the Company and its subsidiaries and affiliates, including with reference to the implementation of reinsurance agreements and claims administration agreements.


Identify and mitigate legal risk in challenging Claims issues and opportunities.


Develop and maintain collaborative relationships with senior management, the board of directors, shareholders and external stakeholders including clients, insurance producers and agents, outside counsel and other strategic partners.


Other duties as assigned including participation in special projects and support to other company teams and strategic third-party partners.


Minimum Job Requirements

Juris Doctorate (J.D.) from ABA-accredited institution and member in good standing of a Bar (or equivalent).


10 years or more years of combined law firm, government, and/or in-house legal experience with increasing levels of responsibility involving the insurance industry, litigation, or commercial matters. First chair trial experience required.


Experience in transactional matters or litigation, preferably in the insurance or reinsurance industry. Superior oral, written and interpersonal communication skills, strong analytical and problem-solving skills, comfortable in a fast-paced environment, and a positive attitude.

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Senior Claims Account Executive
🏒 McGriff
Salary not disclosed
Atlanta, GA 6 days ago

Our not-so-secret sauce.

Award winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Claim Account Executive at McGriff Specialty, a division of Marsh McLennan Agency (MMA).


Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).


A day in the life.

As our Senior Claim Account Executive on the McGriff Specialty Team, you’ll act as a mentor and coach for commercial claim representatives in their efforts to manage and advise in claim matters for clients and prospects. Provide support for solving complex claims and the leading of claim consulting teams within specialized industry verticals.


Our future colleague.

We’d love to meet you if your professional track record includes these skills:

  • Bachelor's degree
  • Five or more years of experience in commercial property and casualty claims management role
  • Insurance Adjuster's License
  • Prior brokerage experience
  • Familiarity with case laws and claim resolution practices that affect various industries including jurisdictional statues
  • Specialization and in-depth knowledge within an industry vertical
  • Ability to communicate verbally and in writing with others to explain complex issues, receive and interpret information, and respond appropriately
  • Ability to understand insurance policies, contracts, written and verbal communication in English and interpret abstract information
  • Experience making professional presentations and writing technical reports
  • Continuing Education and professional associations to stay abreast of insurance claims matters
  • Ability to carry out complex tasks with many concrete and abstract variables; Ability to utilize computer programs and understand their functionality to include Microsoft Word, Excel, PowerPoint, and Access
  • Experience navigating the Internet and seeking other sources for resources and research
  • Associate in Risk Management (ARM) or Associate in Claims (AIC) designation


These additional qualifications are a plus, but not required to apply:

  • Multi-line claim experience
  • Knowledge of insurance underwriting, loss control and claims processes


We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.


Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid Work
  • Charitable contribution match programs
  • Stock purchase opportunities


To learn more about a career at McGriff, a division of Marsh McLennan Agency, check us out online: view additional career opportunities, visit or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:

  • Instagram
  • Facebook
  • X
  • LinkedIn


Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams


Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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Senior Benefits Account Executive
Salary not disclosed
Houston, TX 5 days ago

ESSENTIAL DUTIES & RESPONSIBILITIES:

Teamwork

Oversees and manages MMA resources in the delivery of benchmark service to clients. Generally, this position is a very experienced individual contributor who manages 4-5 very complex accounts. This position is matrixed to a specific Producer or Producers under whose auspices the Sr. Account Consultant is fully responsible and accountable for the total management of specific clients and/or is the primary resource to specific account managers on other. Act as Leader of Account Management Teams to specifically:

  • Coach, mentor and train Sr. Account Executives, Account Executives, Account Managers and other team members as requested by the Vice President of Client Services, Region Benefits Practice Leader, sponsoring Producer/Partner, location Head of Office, or as appropriate to the needs of the Account Executive Team and/or client.
  • Partnering with the Region Client Services Management team, will play an active role in the supervision and management of the support team, including participation in the employee review process.
  • Successful performance will be in part evaluated on the growth and development of supporting staff.


Customer Service

  • Responsible for all strategies and actions leading to overall customer satisfaction and ongoing client retention.
  • Oversee and manage and execute the delivery of client calendar/timeline milestones, typically with matrixed support by Account Management Team members.
  • Regular meetings and other communication with appropriate client contacts to assess, maintain, and improve customer satisfaction.
  • Monitor and manage the quality of service delivered to the client by MMA team members and carriers/vendors.
  • Monitor, manage, and facilitate the resolution by carriers/TPAs/vendors and MMA team members of escalated service issues.
  • Participate in and contribute to the RFP process and finalist presentations in order to win new business and retain existing clients.
  • Ensure adherence to and completion of Agency workflow/timeline checklists that set minimum service requirements for MMA clients.
  • Consult with clients and make strategic plan design recommendations based on valid client data and information. Plan design recommendations that align with clients’ business strategy, culture, and priorities and should focus on trend management.
  • Maintain knowledge and command of carrier/vendor products and services and effectively deliver appropriate carrier/TPA recommendations and product and service solutions to clients.
  • Maintain knowledge and command of MMS services, resources and capabilities, and leverage them appropriately on behalf of clients.
  • Consult with clients and deliver appropriate funding arrangement recommendations based on client priorities and needs. Includes recommendations on stop loss providers, contracts and financial elements for self-funded clients.
  • Presentation of financial/risk management reports providing data and information pertinent to risk management, plan design recommendations, products/services recommendations, renewal projections/planning, budget planning, etc.
  • Mastery level knowledge and command of iCAF capabilities and services and Milliman capabilities and services.
  • Developing, maintaining and expanding business relationships with key client decision makers and senior leaders, often C-suite level.
  • Developing, maintaining and expanding relationships with key HR/Benefits team members.


Technical Expertise

  • Regularly present and review plan performance reports and renewal projections.
  • Mastery level knowledge and command of all EB capabilities and services.
  • Conduct pre-renewal planning meetings.
  • Consult with clients and make recommendations for renewal strategies.
  • Works with the Account Executive to manage renewal bid/RFP strategy and process (Workflow Timeline compliance is the Account Executive’s responsibility).
  • Deliver renewal presentations.
  • Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf.
  • Deliver final renewal recommendations to clients.
  • Make recommendations for additional products/services and for expanding broker/consultant services.
  • Manage and monitor revenue levels on all clients and work with Producers to develop strategies and actions for negotiation of commissions/fees.
  • Work with Account Executive &/or may work with clients to complete renewals and transition into installation/implementation process.
  • Monitor, manage and lead the Account Team as they manage/coordinate the implementation, installation and enrollment process and activities.
  • Monitor and manage carrier/TPA/vendor implementation, installation, and enrollment activities.


Marketing

  • Participate in MMA marketing activities and events.
  • Represent MMA at conferences, meetings, councils, community events.
  • Participate in and contribute to RFP process and presentations in order to win new business and retain existing clients.
  • Maintain Texas Life, Health & Accident License and other necessary licenses.
  • Complete continuing education requirements.
  • Maintain market competitive knowledge.
  • Maintain knowledge of carriers/TPAs/vendors strengths, weaknesses, products and services.
  • Maintain and effectively leverage relationships with carrier/TPA/vendor representatives and managers.
  • Maintain and effectively leverage knowledge of provider networks.
  • Manage and monitor revenue generated by each account and work with Producers to negotiate appropriate agency revenue levels for each individual client.


General

  • Contribute positively to MMA culture and morale, and exhibit and exemplify MMA core values – integrity, win/win business approach, positive attitude, commitment to excellence, client focus, agency loyalty, support of agency vision/mission/strategies, treat internal teammates and external customers/partners with dignity, respect and fairness.
  • Serve as internal subject matter expert in designated areas of expertise.
  • Coach, mentor and train Sr. Account Executives, Account Executives, Account Managers and other team members as requested by the Vice President of Client Services or Region Benefits Practice Leader, or sponsoring Producer/Partner, or as appropriate to the needs of the Account Management Team and/or clients.
  • Meet or exceed MMA standards of excellence, including but not limited to:
  • Process mail, email, and phone requests on a daily basis.
  • Initiate own correspondence with clients.
  • Ensure that items are delivered or mailed to clients on a timely basis.
  • Maintain files and records in an orderly, timely manner and in accordance with agency policy and processes, including effective use of Electronic Documentation System.
  • Maintain and exhibit a positive, professional appearance and image.
  • Understand and adhere to policies and procedures within the MMA employee handbook.
  • Adhere to security and compliance requirements, appropriately manage/protect PHI and PII, and protect agency intellectual capital


REQUIREMENTS:

  • College degree or equivalent professional experience preferred.
  • 5+ years of Account Consultant or Executive experience, ideally with an agency, and in account management, account executive, and/or sales roles. Benefits experience with a carrier or employer may also be considered.
  • Mastery level knowledge of benefits products, services, market dynamics, carriers/TPAs/vendors, fully insured and alternative funding arrangements.
  • Proven track record of success in client management, account management, executive level relationship building, negotiations, sales/marketing, renewals, financial reporting & analysis, client consultations, presentations, revenue management.
  • Ability to fully manage, renew and retain clients without Producer/Partner involvement.
  • Proficient with Microsoft Office Suite, especially email, Word, and Excel.
  • Proficient with PowerPoint.
  • Active Texas Life, Accident & Health License.


We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:

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