Join Our Growing Team.
Do you want to be part of a growing business with an opportunity to make an impact? Are you pursuing new experiences as a means of self-improvement? Are you motivated by a collaborative team-based approach? Are you intellectually curious? Do you seek constant improvement to better understand your strengths and weaknesses?
While technical aptitude and client management experience are valued, it’s essential we build a team that aligns with the values of our culture. A culture centered on our people and our clients.
Our people are our most important asset. We are committed to developing our associates to achieve their professional potential through a culture of accountability that advocates effective teamwork, recognizes integrity, and rewards excellence based on the results we get for our clients. We are passionate about maintaining the focus on keeping our clients and finding new ones.
Our compensation and benefits packages are very competitive. If you align with our cultural values and are interested in an opportunity to help us grow our business, we are actively seeking qualified candidates.
Producer
POSITION SUMMARY:
The Producer is responsible for initiating new business opportunities and leading client relationships.
DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the following:
- Work closely with Account Executives, Account Managers, and Practice/Industry Segment Leaders.
- Develop client ready content, speaking engagements, white papers, etc.
- Strengthen networking and sales opportunities with membership and leadership in associations, industry groups, etc.
- Requires 10% net growth for
book of business on an annual basis - Responsible for initiating new business opportunities – find new clients
- Responsible for overall client service delivery working in tandem with the team to foster
importance of client retention - Understand our client’s business and industry – seek out industry news, regulatory announcements, and relevant information
- Team leadership – assist the team with developing strategy for client goals, manage client expectations, and clear obstacles to achieve team success
- Develop and execute
annual business plan
REQUIREMENTS:
- 5 + years of business development experience
- Relevant insurance industry experience is preferred
- Bachelor’s Degree is required
- Appropriate state
licensing required at time of hire or achieved within 90 days of hire date
Equal Opportunity Employer/Veterans/Disabled
Account Executive - Commercial
POSITION SUMMARY:
The Account Executive is responsible for brokering and managing key clients with a $500,000 revenue target book of business and/or
DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the following:
- Develop client ready content, speaking engagements, white papers, etc.
- Be visible in the insurance community as an expert in the practice or select industry segment
- Support Producers and Practice/Industry Segment Leaders at
point of sale – help prepare for key prospect/clients meetings; technical resource; coverage review - Responsible for growth, retention and client satisfaction when overseeing the servicing of a designated book of business.
- Coordinating all client related service needs among service team relating to marketing, claims, risk management and placement administration
- Direct responsibility for client retention, growth, achievement of operating margin targets, and fostering a culture of performance and continuous improvement
- Utilize system capability (AMS/Vertafore) and properly to maintain complete and accurate client and policy data and documents
- Maintain and enhance relationships with existing clients by executing proactive, creative, and on-going contact initiatives
- Understand our client’s business and industry – support research for Producers
- Facilitate client contract reviews
- Account round for coverage and/or policies we do not currently handle
- Lead team on developing service timelines and takes leadership role in renewal process based on client specific needs and their industry issues
- Overseas selection of insurers for submission; negotiate quotes; coverage analysis
- Develop and present renewal proposal to client and do appropriate follow up on post renewal items year round
REQUIREMENTS:
- 7 + years of relevant insurance industry experience
- Bachelor’s Degree is required
- Appropriate state licensing required
- Insurance industry designations are preferred
- Intermediate to advanced level of experience with Excel and PowerPoint
Equal Opportunity Employer/Veterans/Disabled
Account Manager - Commercial
POSITION SUMMARY:
The Account Manager is responsible for brokering and managing clients with a $350,000 revenue target book of business and/or
DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the following:
- Support Producers and Account Executives
- Oversee the servicing of a designated book of business as relating to marketing, claims, and administration
- Utilize system capability (AMS/Vertafore) and properly to maintain complete and accurate client and policy data and documents
- Recommend potential enhancements or improvements to processes and/or current policies
- Account round for coverage and/or policies we do not currently handle
- Review status on open claims
- Develop renewal coverage specifications
- Select insurers for submission; negotiate and follow up on quotes and do initial coverage analysis
- Develop and present renewal proposal to client on own book or in coordination with Account Executive with detailed year over year comparison of all elements of program
- Bind and invoice programs with carriers– review and submit to client
- Facilitate premium financing
- Follow up on policy/endorsement issuance and check policies, endorsements, and audits for accuracy prior to client delivery
- Complete Surplus Lines filing, if applicable
- Issue Certificate of Insurance
- Follow up for premium payment to insurer
REQUIREMENTS:
- 3+ years of relevant insurance industry experience
- Bachelor’s Degree is required
- Appropriate state licensing required
- Insurance industry designations are preferred
- Intermediate to advanced level of experience with Excel and PowerPoint
Equal Opportunity Employer/Veterans/Disabled
Insurance Analyst - Commercial
POSITION SUMMARY:
The Insurance Analyst is responsible for conducting client research, supporting the pre and post-renewal process, preparing client deliverables, and administrative support.
DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the following:
- Support Account Executives, Account Managers
and Producers: - Invoice programs
- Set up Premium financing and assist with premium payment follow-ups
- Issue certificates of insurance
- Order Loss runs and
prepare premium and loss summaries - Prepare claims reporting manuals
- Complete Surplus Lines filing
- Assistance with follow up tasks for account managers and account executives
- Process FR-19 requests on line
- Assist with scheduling planning and coordinating needs for appointments, meetings, various events
- Assist with office operations; including setup for onsite meetings, webinars
and luncheons - Assist with office supply ordering and organization
- Process incoming and outgoing mail, FedEx packages
- Utilize system capability (AMS/Vertafore) and properly to maintain complete and accurate client and policy data and documents
- Assist Producers in the preparation of prospect/client deliverables with desktop publishing resources
- Assist in business and industry research for a prospect
- Assist in the preparation, and/or review of presentations, reports, client documents etc.
- Participate in renewal strategy meetings with Account Executives and/or Producers
- Assist in the evaluation of insurer quotes and coverage analysis
- Participate in underwriter discussions with account team
REQUIREMENTS:
- 1+ year(s) of relevant insurance industry experience
- Bachelor’s Degree is required
- Appropriate state licensing required at time of hire or achieved within 90 days of hire date
- Insurance industry designations are preferred
- Intermediate level of experience with Excel and PowerPoint
Equal Opportunity Employer/Veterans/Disabled
Insurance Analyst - Personal
POSITION SUMMARY:
The Insurance Analyst is responsible for conducting client research, supporting the pre and post-renewal process, preparing client deliverables, and administrative support.
DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the following:
- Support Account Executives, Account Managers
and Producers: - Invoice programs
- Set up Premium financing and assist with premium payment follow-ups
- Issue certificates of insurance
- Order Loss runs and
prepare premium and loss summaries - Prepare claims reporting manuals
- Complete Surplus Lines filing
- Assistance with follow up tasks for account managers and account executives
- Process FR-19 requests on line
- Assist with scheduling planning and coordinating needs for appointments, meetings, various events
- Assist with office operations; including setup for onsite meetings, webinars
and luncheons - Assist with office supply ordering and organization
- Process incoming and outgoing mail, FedEx packages
- Utilize system capability (AMS/Vertafore) and properly to maintain complete and accurate client and policy data and documents
- Assist Producers in the preparation of prospect/client deliverables with desktop publishing resources
- Assist in business and industry research for a prospect
- Assist in the preparation, and/or review of presentations, reports, client documents etc.
- Participate in renewal strategy meetings with Account Executives and/or Producers
- Assist in the evaluation of insurer quotes and coverage analysis
- Participate in underwriter discussions with account team
REQUIREMENTS:
- 1+ year(s) of relevant insurance industry experience
- Bachelor’s Degree is required
- Appropriate state
licensing required at time of hire or achieved within 90 days of hire date - Insurance industry designations are preferred
- Intermediate level of experience with Excel and PowerPoint
Equal Opportunity Employer/Veterans/Disabled
Employee Benefits
Protections for the people we value most.
Health Insurance
This plan includes medical, dental, vision and prescription drug coverage for all full time employees and their eligible dependents.
Life Insurance
Employees are provided a Life insurance plan.
401(k)
A 401(k) plan is offered to employees with a company match.
Flexible Spending Accounts
This voluntary benefit allows you to have payroll deductions made on a “tax-free” basis to pay for eligible health and/or dependent care expenses.
Transportation
Our parking program allows for either subsidized parking in the building’s garage or Metro Smart Benefits.
