Position Summary:   The Commercial Lines Account Manager   provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Supervisory Responsibilities:   None Essential Tasks: Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) Prepares...

Position Summary:  The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...

Position Summary:  The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. This position will be working with our Transportation Division. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

Position Summary: The Business Analyst is a key contributor on the product management team, responsible for translating business needs into clear, actionable requirements that drive product development in a fast-paced environment. This role works closely with the Director of Product Management, engineering, and business stakeholders to gather, document, and validate requirements that support the delivery of high-impact technology solutions. This role operates in a Microsoft-based development environment, collaborating closely with engineering teams using Azure DevOps, SQL Server, and modern .NET-based solutions. Supervisory Responsibilities: None Essential Tasks: Requirements & Analysis Elicit, document, and manage detailed business and functional requirements through stakeholder interviews, workshops, and process analysis Translate business objectives into user stories, acceptance criteria, and process flows for development teams Analyze existing...

Position Summary:   The Commercial Lines Account Manager   provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Supervisory Responsibilities:   None Essential Tasks: Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) Prepares...

Position Summary:   The Captive Claims Advocate is responsible for oversight and management of claims including coordination of receiving new property and casualty first reports of claims via phone, email, fax or mail from insureds; reporting them to the appropriate carrier and following up to ensure timely and complete resolution.  This position will help facilitate communication, documentation and understanding between insureds, adjusters and other involved parties in an effort to keep claims moving proactively toward resolution.  Position is also responsible for assisting with education of agency employees and clients relative to claims process.  Position will work with various individuals including agency, clients and carriers, claims administrators and captive personnel.  Position will also work to become proficient in state regulations applicable to workers compensation benefits, along with mitigation programs offered by the various captive programs and help to educate both...

Position Summary:   The Commercial Lines Account Executives have leadership/mentorship and advisement responsibilities over Account Managers and their respective books of business/client groups to include gathering information from clients, servicing clients, and setting expectations of timeline for completion of work tasks. Supervisory Skills:  None Essential Tasks: Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers...

Position Summary:   The Account Production Manager position was established to aid in growing and maintaining a Managing Director’s book of business. Supervisory Responsibilities:   None Essential Tasks: Responsibilities related to Existing Accounts: Help gather exposure updates and applications for renewals. Track and ensure service timeline items are completed. Manage daily task tracker of ongoing follow up items. Verify renewals are booked and items issued (COI, auto ID cards, etc). Track claims submitted to the claims department and aid with quality control. Aid in marketing strategy for renewals. Help evaluate incumbent and alternative markets. Track account details: coverage in place, coverage opportunities, and cross-sell data. Track client retention initiatives: events (Colonial, hunting, lunch, etc), birthday email, gifts, etc. Responsibilities related to New Business: Help coordinate new business marketing efforts (documents to marketer,...

Position Summary:  The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. This position will be working with small to mid-sized accounts for large franchise groups. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed...

Position Summary:   The Executive Assistant provides high level administrative support to various executives. This individual serves as a strategic partner in prioritization, calendar management, meeting preparation and supports key initiatives.   Supervisory Responsibilities:   None Essential Tasks: Manage calendars, prioritize appointments, coordinate meetings with various stakeholders Prepare agendas, presentations, reports, and briefing materials Sending correspondence on behalf of leaders when requested Manage multiple priorities and perform duties with utmost discretion. Maintain confidentiality. Facilitates communication between various departments, acts as a liaison, and ensures information flows effectively Schedule and coordinate travel (flights, hotels, rental cars) and create detailed itineraries Event coordination and execution Assist with expense reporting utilizing Concur Maintaining office supplies by checking stock to determine...

Position Summary:  The Commercial Lines Support Representative is responsible for assisting with Commercial lines department with administrative tasks. Essential Tasks: Process incoming/outgoing mail Attaching documents Invoicing & billing Policy Issuance Servicing customer needs Various other clerical tasks and projects as instructed Core Competencies: Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail : A strong focus on completing tasks and projects accurately and thoroughly Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboration : Willingness to work together with others, promoting teamwork and supporting...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

Position Summary:  The Commercial Lines Senior Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up for receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...

Position Summary:   The Commercial Lines Account Manager   provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Supervisory Responsibilities:   None Essential Tasks: Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) Prepares...

Position Summary: The Associate Marketing Director supports the Marketing Director in leading the content function for brands and specialty programs. This role bridges strategy and execution, overseeing day-to-day content operations while ensuring high-quality, brand-aligned deliverables across all marketing channels. This position partners closely with Digital Marketing, Program Management, and Marketing Automation teams and serves as the primary operational lead for the content team—driving workflow efficiency, maintaining editorial standards, and executing content strategies that support broader marketing objectives. Supervisory Responsibilities: Directly supervises members of the content team, including responsibility for hiring, onboarding, training, and performance management. Establishes clear performance expectations and provides ongoing coaching, feedback, and development to support both individual growth and team effectiveness. Conducts regular performance...

Position Summary: The Commercial Lines Marketing Specialist Position will be responsible for working with insurance company underwriters to secure competitive quotes and coverages on new or renewal business for presentation by the producers as assigned. Responsible for obtaining online rating options, as requested, in an accurate and timely manner. Supervisory Responsibilities: None Essential Tasks: Work with Producer to review copies of policies and applications, discussing accounts, market options, coverages, pricing and marketing strategies. Prepare a complete and thorough submission on prospective new business accounts including company specific applications via FormPro or Epic custom forms, loss summaries, driver lists, and any other pertinent data. Assist Producers in gathering information to obtain quotes for new business, when necessary. Submit accounts to insurance companies, negotiating the pricing and coverages, and reviewing...

Position Summary:   The Receptionist, you will make an impact by assisting our clients with their risk management and insurance needs each and every day. Supervisory Responsibilities:   None Essential Tasks: Greet all visitors that come into the office Maintain tidiness of lobby and common areas Manage incoming and outgoing mail Identify opportunities to engage with customers Enthusiastically engage in company culture and corporate goals Identify complex requests and triage to designated service team or carrier Maintain updated customer files including policy information, correspondence, and contact information Order office supplies as needed  Assist Account Managers as needed  Core Competencies: Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly...

Position Summary:   The Account Manager position maintains a professional relationship with our clients through exceptional customer service.  Account Managers are assigned a book of business comprised of fully insured and level funded clients. This role is responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business.  Account Managers serve as an advocate to our clients and their employees through positive relationships with the various carriers and continuous education. Supervisory Responsibilities:   None Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Handles or refers all service requests by our clients Initiates and handles marketing of accounts beginning 120 days before the renewal date....

Position Summary:   The BD Graphic Designer is a talented and detail-oriented creative professional who thrives in a corporate environment, values consistency, and brings innovative thinking to branded communications. They play a key role in designing high-impact RFP submissions, compelling PowerPoint presentations, and cohesive graphic elements that align with our brand identity.   Key Responsibilities: Work with departmental teams to develop collateral that supports pre- and post-sales deliverables, such as RFPs, finalist presentations, white papers, case studies, infographics, brochures, placemats, and other special projects. Design and layout formal RFP submissions, ensuring clarity, visual appeal, and adherence to brand guidelines. Create engaging, polished, and brand-aligned PowerPoint presentations. Develop custom designs for revenue-generating deliverables that fulfill the needs and expectations of producers and clients to win and keep business....