commercial lines account assistant

Insurance Market Place

<p>Commercial Lines Account Manager</p><p>We are seeking a motivated and detail-oriented <b>Commercial Lines Account Manager</b> to support and grow our expanding commercial insurance division. This role manages day-to-day servicing of commercial accounts while assisting with new business growth.</p><p>Responsibilities:</p><ul><li>Manage commercial lines accounts (GL, BOP, Property, Auto, WC, etc.)</li><li>Issue Certificates of Insurance (COIs)</li><li>Process endorsements, renewals, audits, and policy changes</li><li>Handle billing inquiries and carrier communication</li><li>Market and negotiate renewal accounts as needed</li><li>Support quoting and placement of new business</li><li>Provide exceptional customer service in English and Spanish</li></ul><p>Qualifications:</p><ul><li>Commercial lines experience preferred</li><li>2-20 license preferred; 4-40 license accepted</li><li>Strong knowledge of commercial coverages</li><li>Experience with agency management systems and carrier portals</li><li>Organized, proactive, and growth-oriented</li></ul><p>Join a growing agency where you&rsquo;ll play a key role in expanding our commercial lines division.</p><p>Job Type: Permanent</p><p>Pay: $35,000.00 - $55,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Health insurance</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Commercial Lines Account Manager

Penn National Insurance

<div><p>The Commercial Lines Underwriting Assistant supports underwriters in evaluating and processing insurance applications for businesses. This role involves gathering and reviewing documentation, entering data into underwriting systems, preparing quotes, and communicating with agents and brokers. The assistant ensures that all submissions are complete and accurate, helping streamline the underwriting process and maintain compliance with company guidelines. Attention to detail, strong organizational skills, and the ability to manage multiple tasks efficiently are key to success in this position.
</p><p><b>Position Competencies
</b></p><ul><li>Attention to Details
</li><li>Quality Orientation
</li><li>Planning &amp; Organizing
</li><li>Positive Approach
</li><li>Applied Learning
</li><li>Team Building
</li></ul><p><b>Essential Duties and Responsibilities
</b></p><ul><li>Processes automated and manual transactions for assigned Commercial Lines (nine to thirteen) of business, to include quotes, new business, renewals, endorsements, audits, cancellations (notices and return premium calculations) and related activities such as reviewing policies after audits for possible renewal updates, determining fire rates on-line, interim billings, Workers Compensation Bureau criticisms etc.
</li><li>Monitors emails and assigned work for proper handling.
</li><li>Gathers required base rates, LCM, and other details from Reference Connect and other sources, sets up and manually rates (does calculations for) transactions not 100% automated within the policy processing systems for assigned lines of business. Completes manual transactions including forms and Declarations.
</li><li>Assists with Bond tasks, such as new and renewal of POAs, etc.
</li><li>Accesses and records the statistical information necessary for the development of statistical and actuarial reports.
</li><li>Has a working knowledge of multiple systems and can discern inconsistencies between each.
</li><li>Works closely with the CSS to resolve errors and account or agency issues or concerns.
</li><li>Works closely with Business System Support Team to resolve issues after working with CSS.
</li><li>Must maintain entry standards in both quality and volume of work
</li><li>Initiates and follow-ups on correspondence with agents on routine matters as well as for documents and forms as required.
</li><li>Independently organizes and prioritizes workload to meet Company expected timeframes.
</li><li>Adheres to the work group&rsquo;s expectations and guidelines; fulfills team or work group responsibilities; demonstrates personal commitment to group goals.
</li><li>Puts new knowledge, understanding, or skill to practical use on the job; furthers learning through practice and ongoing feedback.
</li><li>The ability to absorb and comprehend new information and develops skills from formal and informal learning experiences.
</li><li>Actively shares knowledge, insights, and best practices with peers and team members to enhance collective expertise and support continuous learning and development.
</li></ul><p><b>Additional Responsibilities
</b></p><ul><li>Provides backup support to TST position when workload dictates.
</li><li>Provides support to Team Leader, Commercial and Personal Lines with distribution of tasks when necessary.
</li><li>Supports the Customer Service Specialist and Commercial and Personal Lines Quality Control and Training Specialist with training less experienced staff as assigned.
</li><li>May be asked to participate on a branch or home office based project team, and given work assignments.
</li><li>Performs other duties as may be assigned by the Director, Commercial &amp; Personal Lines Processing or Team Leader, Commercial and Personal Lines.
</li></ul><p><b>Special Relationships
</b></p><ul><li>Interacts with personnel from agents&rsquo; offices.
</li><li>This position regularly interacts with all levels of personnel within the processing team, all underwriting offices, Business System Support Team, Billing, etc.
</li></ul><p><b>Qualifications
</b></p><p><i>Education/Credentials
</i></p><ul><li>High School Diploma or GED required
</li></ul><p><i>Experience
</i></p><ul><li>Minimum of two (2) years&rsquo; experience in a clerical support position, preferably in the property/casualty insurance industry.
</li><li>Prior Commercial Lines rating experience, with the ability to rate one or more of the major lines of business, i.e. Business Auto, Workers&rsquo; Compensation, Business Owners, Commercial Property, General Liability, and Umbrella, preferred.
</li></ul><p><i>Technical/Professional Knowledge
</i></p><ul><li>Strong data entry skills required
</li><li>Good collaborative skills
</li><li>Good oral and written communication skills
</li><li>Mathematical proficiency
</li><li>Good PC skills with an emphasis on Microsoft 365
</li><li>Effective attention to detail and problem-solving skills
</li><li>Proficient proofreading skills
</li></ul><p><b>Job Requirements (as required by ADA - Americans with Disabilities Act)
</b></p><ul><li>This position is primarily a sedentary position that requires occasional standing and walking throughout the office environment.
</li><li>Must be able to perform computer-based tasks and access digital information necessary for job duties, including through the use of assistive technologies.
</li><li>Must be able to complete computer-based tasks and utilize office equipment as needed to perform essential job functions.
</li><li>Must be able to access and enter information accurately using automated systems.
</li><li>Must be able to communicate effectively with internal and external clients using telephone, electronic, or other communication systems.
</li><li>Must be able to present information to individuals and groups.
</li><li>Must be able to interpret and apply concepts that may or may not be based upon established guidelines.
</li><li>Must be able to maintain acceptable attendance and adhere to scheduled work hours.</li></ul></div>
<br><div><p><b>Why Choose Penn National Insurance?
</b></p><p>At Penn National Insurance, we&rsquo;re on a mission to help people feel secure and <b>make life better when bad things happen </b>. <b>For over 106 years </b>, we&rsquo;ve been a trusted partner to individuals, families and businesses because we are a mutual insurance company where service and support for our policyholders are at the heart of everything we do.
</p><p>We&rsquo;re not just a company&mdash;we&rsquo;re a community united by our core mission to <b>&ldquo;Make Life Better.&rdquo; </b>Here, you&rsquo;ll find a place where your professional growth, success and personal well-being are our top priorities.
</p><p><b>Your Career Journey: Empowering Your Growth
</b></p><p>Your career should be more than just a job&mdash;it should empower you to feel secure, supported and inspired. At Penn National Insurance, we invest in your growth and celebrate your contributions with a comprehensive and competitive <b>total rewards </b>package. We&rsquo;re committed to supporting your journey and helping you thrive at every stage of your career. Key highlights include:
</p><p></p><ul><li><b>Benefits and Compensation </b>: Generous 401(k) match, graded profit sharing, incentive compensation, and a wide range of benefits to support your financial health, physical well-being and career development.
</li><li><b>Flexibility </b>: We offer remote and hybrid work options, flexible scheduling and a &ldquo;dress-for-your-day&rdquo; culture.
</li><li><b>Recognition </b>: We celebrate your achievements, big and small, through employee recognition programs designed to honor your contributions.
</li></ul><p><b>Your Employer of Choice: A Legacy of Trust and Strength
</b></p><p>Joining Penn National Insurance means becoming part of a company with <b>over a century of experience </b>, built on trust, innovation and strong relationships. From our beginnings as a mutual insurance company founded by farmers to our 100th anniversary in 2019, we've stayed true to our relationship-driven model, focusing on direct service and meaningful support.
</p><p><b>Your Community: Making an Impact Together
</b></p><p><b>Making life better </b>isn&rsquo;t just our mission&mdash;it&rsquo;s a value that guides everything we do. Our employees are at the heart of this mission, giving back through community engagement and charitable efforts. We proudly support our community through financial support and employee volunteering opportunities including our annual United Way campaign, where employee contributions and company matches make a significant impact each year.
</p><p><b>Your Future: Building a Rewarding Career Path
</b></p><p>We&rsquo;re not just offering a job; we&rsquo;re providing a fulfilling and rewarding career. We support your growth with a range of resources designed to help you build your skills and achieve your goals, including:
</p><p></p><ul><li><b>Continuing Education Support </b>: Access to programs that help you enhance your knowledge, skills and educational goals along with 100% tuition reimbursement for academic studies.
</li><li><b>Professional Development Opportunities </b>: Tailored designation programs to help you advance in your career such as CPCU, AINS, CPA, CISSP, and more.
</li><li><b>Long-Term Career Focus </b>: With an average employee tenure of 14 years and many team members serving for over 40 years, we take pride in fostering a work environment that values long-term growth and development.
</li></ul><p>When you join us, you&rsquo;re not just starting a job&mdash;you&rsquo;re becoming part of a team that values your growth and invests in your future. Our commitment to long-term retention and employee development ensures that you will be part of a tradition and legacy of excellence that spans decades.
</p><div><i>Only candidates from the following states will be considered for opportunities with Penn National Insurance: Alabama, Delaware, Iowa, Maryland, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, Wisconsin.<br>
</i></div><div></div><br>
<p><b><i>We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, creed, affectional and sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law </i></b><b><i>. Consistent with the Americans with Disabilities Act (ADA) and EEOC guidance, it is the policy of Pennsylvania National Insurance to provide reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to a HR Business Partner via telephone at 800-368-4764, or through </i></b><b><i>email </i></b><b><i>.</i></b></p></div>

Commercial Lines Underwriting Assistant

Zander Insurance

<p>Elevate Your Career with Zander: Commercial Lines Account Manager</p><p>At Zander Insurance, we recognize and reward top talent with industry-leading compensation packages and expansive growth opportunities. Join our team as a Commercial Lines Account Manager and be part of an organization that values your skills and dedication while doing meaningful work protecting families. As a 100-year-old company experiencing remarkable growth year over year, we offer stability and opportunities in a thriving industry.</p><p><b>Why Zander?</b></p><p>Unmatched Compensation:</p><ul><li><b>Industry-Leading Salary + Performance Incentives</b></li><li><b>Guaranteed Comp Increases</b></li><li><b>401(k) Match</b>: Benefit from a 5% dollar-for-dollar company match.</li><li><b>Financial Growth</b>: As part of our Employee Stock Ownership Plan (ESOP), all employees join in our success via the distribution of company ownership shares. Currently, 30% of team members have share values exceeding $500,000!</li></ul><p>Outstanding Benefits:</p><ul><li><b>Medical, Dental, Life, &amp; Disability Insurance</b>: 100% employer-paid.</li><li><b>Generous HSA Contributions</b>: Enjoy substantial company contributions.</li><li><b>Paid Time Off</b>: 3 weeks of PTO plus holidays.</li><li><b>Flexible Work Schedule</b>: Telecommute on a hybrid schedule.</li><li><b>Career Advancement</b>: We promote from within and offer leadership opportunities as we continue to grow.</li></ul><p><b>Your Role</b></p><p>As a Commercial Lines Account Manager, you will assist existing clients in securing and maintaining the necessary protections for their business. Your role involves providing exceptional client support, guiding them through their commercial insurance needs, and advocating on their behalf. Your responsibilities include:</p><ul><li>Efficiently manage renewals by gathering information, preparing submissions, marketing with carriers, and presenting to clients.</li><li>Provide comprehensive client support by issuing certificates, handling endorsements, and addressing billing inquiries.</li><li>Effectively manage and resolve issues related to cancellations, claims, audits, and challenging renewal scenarios.</li><li>Collaborate with the team to review documents for accuracy, assess client policies, and analyze risk to recommend cost-effective solutions.</li><li>Build and maintain positive relationships with clients, carriers, vendors, and team members through strong communication and organizational skills.</li></ul><p><b>Who You Are</b></p><ul><li>A seasoned Commercial Lines professional with strong renewal and servicing experience</li><li>Comfortable managing complex accounts and client relationships independently</li><li>Detail-oriented and organized, able to manage multiple priorities in a fast-paced environment</li><li>A clear communicator who can explain complex coverage concepts to clients</li><li>Confident working within agency management systems and carrier platforms</li><li>A collaborative team member who takes ownership of client outcomes</li></ul><p><b>Minimum Qualifications</b></p><ul><li>Active Property and Casualty insurance license</li><li>Three or more years of direct Commercial Lines experience</li><li>Strong knowledge of commercial Property and Casualty coverages, markets, and carriers</li><li>Demonstrated experience managing commercial renewals and servicing client accounts</li><li>Ability to communicate complex insurance concepts clearly and effectively</li><li>Experience working within agency management systems (Applied Epic preferred)</li><li>Proficiency with Microsoft Office products</li><li>High School diploma or equivalent</li><li>Typing speed of at least 45 words per minute</li></ul><p><b>WE ARE AN EQUAL OPPORTUNITY EMPLOYER.</b> Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.</p><p>Job Type: Full-time</p><p>Pay: From $60,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Disability insurance</li><li>Health insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul><p>Work Location: Hybrid remote in Nashville, TN 37209</p>

Insurance Office of America

<div><p><b>Job Description:</b></p><p></p><div><div><p><b>
Title: Account</b><b> </b><b>Associate</b><b> </b><b>- Commercial Lines</b></p></div><p></p><div><p><b>
Work Mode: </b>Fully remote for candidates located in the Northeast<b>| Location/Supporting:</b><b> </b>Cherry Hill, NJ office<b> </b><b>| Book Focus:</b><b> </b>General Book, Real Estate, Habitational</p><p><br>
<br>
<i>Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations</i></p></div><div><p><br>
<br>
<b>About the Role</b><b>:</b> Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues.</p></div><div><p><br>
<br>
<b>Key Responsibilities:</b></p></div><div><ul><li><p><b>
Team Support:</b> Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.</p></li></ul></div><div><ul><li><p><b>
Office Support:</b> Assist with general office tasks and administration.</p></li></ul></div><div><ul><li><p><b>
Policy Processing:</b> Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.</p></li></ul></div><div><ul><li><p><b>
Task Management:</b> Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.</p></li></ul></div><div><ul><li><p><b>
Data Management:</b> Maintain accurate and up-to-date data in agency systems.</p></li></ul></div><div><ul><li><p><b>
Activity Monitoring:</b> Ensure timely completion of tasks and activities.</p></li></ul></div><div><ul><li><p><b>
Communication:</b> Keep the account team informed of workload status and any issues.</p></li></ul></div><div><ul><li><p><b>
Service Excellence:</b> Provide proactive and responsive service.</p></li></ul></div><div><ul><li><p><b>
Performance Monitoring:</b> Ensure productivity and quality standards are met.</p></li></ul></div><div><ul><li><p><b>
Promote Culture:</b> Participate in team building and promote a positive work environment.</p></li></ul></div><div><ul><li><p><b>
Continuous Improvement:</b> Seek and adopt best practices.</p></li></ul></div><div><ul><li><p><b>
Compliance:</b> Stay updated on company policies and procedures.</p></li></ul></div><div><ul><li><p><b>
Professional Development:</b> Enhance technical skills and industry knowledge.</p></li></ul></div><div><ul><li><p><b>
Relationship Building:</b> Foster positive relationships with colleagues and leadership.</p></li></ul></div><div><ul><li><p><b>
Champion IOA Values:</b> Demonstrate integrity and leadership.</p></li></ul></div><div><p><br>
<br>
<b>Ideal Candidate</b><b> </b><b>Qualifications:</b></p></div></div><div><div><ul><li><p>
2+ years of commercial insurance experience</p></li></ul></div><div><ul><li><p>
Thorough knowledge of insurance brokerage and client needs</p></li></ul></div><div><ul><li><p>
Required active licensing strongly preferred</p></li></ul></div><div><ul><li><p>
Strong analytical, problem-solving, and decision-making skills</p></li></ul></div><div><ul><li><p>
Exceptional customer service, communications. multitasking, and organizational skills</p></li></ul></div><div><ul><li><p>
Proficiency in MS Office (Outlook, Word, Excel)</p></li></ul></div><div><ul><li><p>
High School Diploma (or equivalent)</p></li></ul></div><div><p><br>
<br>
<b>What We Offer:</b></p></div><div><ul><li><p>
Competitive salaries and bonus potential</p></li></ul></div><div><ul><li><p>
Company-paid health insurance</p></li></ul></div><div><ul><li><p>
Paid holidays, vacations, and sick time</p></li></ul></div><div><ul><li><p>
401K with employer match</p></li></ul></div><div><ul><li><p>
Professional growth and career progression opportunities</p></li></ul></div><div><ul><li><p>
Respectful culture and work/family life balance</p></li></ul></div><div><ul><li><p>
Community service commitment</p></li></ul></div><div><ul><li><p>
Supportive teammates and a rewarding work environment</p></li></ul></div><div><p><br>
<br>
<b>What</b><b> </b><b>to Expect</b><b> </b><b>(Application Process)</b><b>:</b></p></div><div><ul><li><p>
30-Minute Phone Screen, Online Assessments, and Interview(s)</p></li></ul></div></div><p></p><p><b>
Salary Range</b></p><p>
The expected pay range for this position is $24.00 to $26.00 per year, depending on experience, relevant skills, and geographic location.</p><p></p><p>
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p></div>

Account Associate - Commercial Lines

Midwest Heritage

<div><div><div><div><div><div><div><div><p><b>Additional Considerations (if any):</b></p></div></div></div></div></div></div></div><ul><li></li></ul><p>
At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.</p><p></p><div><div><p><b><br>
Midwest Heritage Bank</b></p></div><p></p><div><p><b>
Job Title</b>: Commercial Lines Account Executive</p></div><div><p><b>
Department:</b> Insurance</p></div><div><p><b>
FLSA: </b>Exempt</p></div><p></p><div><p><b>
General </b><b>Function</b></p></div><div><p>
The Commercial Lines Account Executive develops new commercial lines insurance business in Midwest Heritage markets. This position consists of both inside and outside sales and marketing. This position involves new business production and customer retention requirements. This position customarily and regularly involves performing duties away from Midwest Heritage. The Commercial Lines Account Executive must project a positive and helpful image that enhances the overall brand image of Midwest Heritage Insurance Services. This position may also write new personal lines (home &amp; auto) insurance products. This is a work from home position.</p></div><p></p><div><p><b>
Core Competencies</b></p></div><div><ul><li><p>
Business Development</p></li><li><p>
In-House Relationship Management</p></li><li><p>
Customer Service</p></li><li><p>
Industry and Product Expertise</p></li><li><p>
Organization</p></li></ul></div><p></p><div><p><b>
Reporting Relations</b></p></div><div><p><b>
Accountable and Reports to: </b>VP Sales, Commercial Lines</p></div><div><p><b>
Positions that Report to you: </b>None</p></div></div><p></p><div><div><p><b>
Primary Duties and Responsibilities:</b></p></div><div><ul><li><p>
Create and sustain long lasting relationships with prospective customers to grow a book of commercial lines and personal lines property &amp; casualty business.</p></li><li><p>
Assist in cross-selling/up-selling insurance products to existing customers.</p></li><li><p>
Promote Midwest Heritage financial products and services to existing and current customers.</p></li><li><p>
Assess customer needs, prepare and present accurate proposals, and provide coverage guidance to customers.</p></li><li><p>
Collect all required client data and information for development of a professional sales proposal.</p></li><li><p>
Responsible for achieving new business sales goals, client retention, profitable loss-ratio, diverse product-mix, and cross-sell targets.</p></li><li><p>
Participates in training on Midwest Insurance Services sales processes, systems, and practices.</p></li><li><p>
Continues to further knowledge of commercial products and service offerings.</p></li><li><p>
Stays current on industry trends, and recommends new carrier markets for Agency Management to pursue.</p></li><li><p>
Actively involved with industry and community organizations.</p></li><li><p>
Provides customer service to policyholders by communicating with internal and external personnel; delegate appropriate service work to commercial lines Account Manager(s) and others within the agency for timely handling.</p></li><li><p>
Effectively manages workload to achieve excellent client service results.</p></li><li><p>
Timely and efficient follow-up with carriers, clients, and prospects.</p></li><li><p>
Professionally communicates verbally and in writing with customers and insurance carrier underwriting, claims, and service departments.</p></li><li><p>
Demonstrates a positive attitude and builds customer focused relationships with staff.</p></li><li><p>
Demonstrates a willingness and desire to work in a team atmosphere and assist others when needed.</p></li><li><p>
Reports to work when scheduled and on time.</p></li><li><p>
Learn and proficiently use various carrier websites and quoting/renewal procedures.</p></li><li><p>
Develops and maintains positive relationships with insurance carriers and vendors.</p></li></ul></div></div><div><div><ul><li><p>
Effectively manages workload including follow up activity in EPIC and completing proficient documentation on all client contacts.</p></li><li><p>
Attends scheduled agency and carrier meetings.</p></li><li><p>
Maintains current agent license, certifications, and CE requirements for each renewal period.</p></li></ul></div><p></p><div><p><b>
Knowledge, Skills, Abilities Required:</b></p></div><div><ul><li><p>
Must have valid driver&rsquo;s license.</p></li><li><p>
Must have a friendly positive attitude and strong communication skills.</p></li><li><p>
Must show leadership and excellent customer service.</p></li><li><p>
Strong attention to detail and ability to meet deadlines.</p></li><li><p>
Must have proficiency of PC with Microsoft Word, Excel, Outlook, and good typing skills.</p></li><li><p>
Excellent organizational and follow-up skills.</p></li><li><p>
Must maintain a high degree of confidentiality.</p></li><li><p>
Must have the ability to organize and perform sales presentations to individuals and small groups.</p></li></ul></div><p></p><div><p><b>
Knowledge, Skills, Abilities, and Worker Characteristics:</b></p></div><div><ul><li><p>
Enhanced knowledge of commercial property &amp; casualty coverages and ability to apply that knowledge in the performance of job duties.</p></li><li><p>
Must have a friendly positive attitude, strong written and verbal communication skills and the ability to approach people.</p></li><li><p>
Self-motivation, strong work ethic and the ability to build personal relationships with clients will be essential in this position.</p></li><li><p>
Must be able to work independently with little daily supervision.</p></li><li><p>
Excellent organizational skills, work with detail, high level of accuracy, and follow-up skills.</p></li></ul></div></div><div><div><ul><li><p>
Must maintain a high degree of confidentiality.</p></li><li><p>
Must always present themselves in a professional manner.</p></li><li><p>
Must have proficiency of PC with Microsoft Word, Excel, Access, Outlook and good data entry skills.</p></li><li><p>
Must have the ability to analyze and understand coverages, forms, underwriting practices and policies.</p></li></ul></div><p></p><div><p><b>
Education and Experience:</b></p></div><div><ul><li><p>
High school diploma or equivalent.</p></li><li><p>
Associate or Bachelor&rsquo;s Degree in Business, Finance, or Marketing is preferred.</p></li><li><p>
Prefer a minimum of one year of sales experience, including; cold calling, selling and negotiating with proven experience growing commission revenue; developing and implementing sales and marketing plans; knowledge of commercial lines property &amp; casualty insurance products and marketplace preferred but not required; working understanding of carrier products and underwriting disciplines preferred but not required.</p></li><li><p>
Must have required insurance licenses or willing to obtain within 60 days.</p></li><li><p>
Willingness to acquire further certifications or state license if required.</p></li></ul></div><p></p><div><p><b>
Physical Requirements:</b></p></div><div><ul><li><p>
This position is classified sedentary/light and requires the ability to sit for long periods of time.</p></li><li><p>
Visual requirements include: ability to see detail at near range with or without correction.</p></li><li><p>
Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.</p></li></ul></div><p></p><div><p><b>
Working Conditions:</b></p></div><div><ul><li><p>
The duties of this position are normally performed outside of Midwest Heritage with some office work. This is a fast paced work environment.</p></li><li><p>
There is frequent pressure to meet deadlines and handle multiple projects in a day.</p></li></ul></div></div><div><div><ul><li><p>
Must be able to work independently with little daily supervision.</p></li><li><p>
25-50% Travel</p></li></ul></div><p></p><div><p><b>
Equipment Used to Perform Job:</b></p></div><div><p>
Computer (PC with Microsoft Office programs), telephone, calculator, telephone, copier, fax, printer and agency management software and tools.</p></div><p></p><div><p><b>
Contacts:</b></p></div><div><p>
This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage</p></div><p></p><div><p><b>
Confidentiality:</b></p></div><div><p>
This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.</p></div><div><p>
In the performance of their respective tasks and duties all employees are expected to:</p></div><div><ul><li><p>
Follow all state and federal regulatory requirements and complete assigned training courses within the required timeframes.</p></li><li><p>
Perform quality work within deadlines.</p></li><li><p>
Interact professionally with other employees, customers and suppliers.</p></li><li><p>
Work effectively as a team contributor on all assignments.</p></li><li><p>
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.</p></li></ul></div></div></div>

Commercial Lines Account Executive

Alera Group

<div>Overview:<div></div><div><b><br>
Commercial Lines Account Manager &ndash; Property &amp; Casualty</b><br>
<b>Location:</b> Remote</div><div></div><div><br>
At Alera Group, our Property &amp; Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We&rsquo;re seeking a <b>Commercial Lines Account Manager</b> who will support risk strategy, client service excellence, and operational accuracy.</div><div></div><div><b><br>
About Alera Group</b><br>
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients&rsquo; success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.</div><div></div><h2 class="jobSectionHeader"><b><br>
Why Alera Group</b></h2><ul><li><div><b>
Meaningful Impact:</b> Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction</div></li><li><div><b>
Growth &amp; Learning:</b> Opportunities to deepen your expertise and gain exposure to a variety of clients and industries</div></li><li><div><b>
Collaborative Culture:</b> Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way</div></li></ul>
Responsibilities:
<div></div><div><h2 class="jobSectionHeader"><b>
What You&rsquo;ll Do / Your Impact</b></h2><h3 class="jobSectionHeader"><b>
Client Partnership &amp; Risk Strategy</b></h3><ul><li>
Support commercial insurance clients by providing timely, professional, and solutions‑oriented service</li><li>
Build and maintain long‑term client relationships through consistent communication and follow‑through</li><li>
Coordinate with Producers and the Commercial Sales team to support client needs and service strategy</li></ul><h3 class="jobSectionHeader"><b>
Operational Excellence</b></h3><ul><li>
Manage day‑to‑day servicing of commercial client accounts in accordance with agency procedures, including:<ul><li>
New business setup and onboarding</li><li>
Renewal processing and service support</li><li>
Endorsements intake, processing, and follow‑up</li><li>
Cancellations and audits</li><li>
Billing, financing, and payments</li><li>
Certificates, Evidence of Insurance, schedules, and auto ID cards</li></ul></li><li>
Perform all work in compliance with company policies, procedures, and applicable insurance regulations</li><li>
Maintain accurate documentation and records within the agency management system</li><li>
Communicate with internal and external customers in a friendly, professional, and patient manner</li></ul><h3 class="jobSectionHeader"><b>
Strategic Contribution</b></h3><ul><li>
Provide an exceptional customer experience with a focus on client retention and satisfaction</li><li>
Address customer concerns promptly and escalate issues as needed to the Commercial Lines Team Leader or Producers</li><li>
Support team goals by collaborating effectively with colleagues and contributing to a positive service culture</li></ul></div><br>
<div></div>
Qualifications:
<div></div><div><h2 class="jobSectionHeader"><b>
What You Bring</b></h2><h3 class="jobSectionHeader"><b>
Required</b></h3><ul><li>
Minimum of 3 years of commercial insurance experience</li><li>
Active Property &amp; Casualty insurance license</li><li>
Strong customer service and relationship‑management skills</li><li>
Ability to work independently while managing multiple priorities</li><li>
Strong communication skills and attention to detail</li></ul><h3 class="jobSectionHeader"><b>
Preferred</b></h3><ul><li>
Experience using Applied Epic or similar agency management systems</li><li>
Experience working in a collaborative, team‑based insurance environment</li></ul><h2 class="jobSectionHeader"><b>
Core Competencies</b></h2><ul><li>
Detail orientation</li><li>
Accountability and follow‑through</li><li>
Collaborative mindset</li><li>
Client‑first thinking</li><li>
Strong organization and time management</li><li>
Professional communication</li></ul></div><br>
<div></div>
Additional Information:
<div><b>
Compensation:</b><br>
Hourly range: $28 &ndash; $38 per hour. Compensation within this range will be determined based on experience and qualifications.</div><div></div><div><b><br>
Benefits:</b><br>
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.</div><div></div><div><b><br>
Work Model:</b><br>
This role is <b>Remote</b><b>&mdash;</b><b>p</b>reference for MD, DE, PA, VA, or candidates residing in the Eastern Timezone.</div><div></div><h3 class="jobSectionHeader"><b><br>
Professional Development &ndash; Alera Group Academy</b></h3><div>
At Alera Group, growth isn&rsquo;t left to chance. Through <b>Alera Group Academy</b>, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.</div><div>
You&rsquo;ll have access to:</div><ul><li><div>
Role-specific learning paths</div></li><li><div>
Leadership development programs</div></li><li><div>
Technical and compliance training</div></li><li><div>
Industry certifications and continuing education support</div></li><li><div>
Peer learning and knowledge-sharing communities</div></li></ul><div>
Whether you&rsquo;re deepening technical expertise or preparing for leadership, we&rsquo;re invested in helping you grow.</div><h3 class="jobSectionHeader"><b>
Licensure &amp; Certifications (If Applicable)</b></h3><div>
This position may require:</div><ul><li><div>
Active <b>Property and Casualty license</b></div></li><li><div>
Ability to obtain required licensure within the agreed upon timeline.</div></li><li><div>
Ongoing continuing education to maintain active status</div></li></ul><p>
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.</p><div><br>
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.</div><div></div><div><br>
#LI-AM1</div><div>
#LI-Remote</div></div>

Utica National Insurance Group

<div><p><b>The Company</b>
</p><p>At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected.</p>
<p>
Utica National Insurance Group is an &quot;A&quot; rated $2.0B award-winning, nationally recognized property &amp; casualty insurance carrier.</p>
<p>
Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte.</p>
<p><b>
What you will do</b></p>
<p>
Commercial Lines Underwriters are responsible for underwriting risk including underwriting decisions on complex risks to apply insurance rules and regulations in accordance with guidelines. Managing a high-volume agency assignment with increased authority limits. Is able to prepare material for agency reviews and work with the account underwriter on agency production and loss ratio improvement plans. In this role, you will be responsible for underwriting commercial lines insurance policies, including General Liability, Worker's Compensation, Property, Commercial Auto insurance. Account exposure include Contractor, Wholesaler, Retail, Restaurant, Manufacturers, etc. You will use your expertise to evaluate risks and determine appropriate coverage, while also ensuring the utmost satisfaction for our Insureds.</p>
<p>
The underwriters&rsquo; responsibility is to ensure that the assets of the organization are protected by monitoring and influencing the book of business that is placed with the company. Pro-active analysis and execution of agency action plans to improve the book of business will lead to profitability of the company.</p>
<ul>
<li>Analyzes and evaluates new submissions and renewal accounts to determine acceptability of the risk within parameters outlined within the Underwriting Authority CL Underwriter Document</li>
<li>Reviews, interprets and processes data from various sources, including applications forms and loss history.</li>
<li>Able to articulate and practice principles of risk management including knowledge of exposure/hazard identification and control. Demonstrates high degree of understanding and familiarity with competitor's price and product.</li>
<li>Clearly communicates appetite, underwriting standards, declination reasons and coverage advantages to Agents and internal partners to ensure profitability and generate a flow of quality new business submissions and retention.</li>
<li>Cultivates strong business relationships (internal and external) by proactively communicating and conveying ownership and commitment.</li>
<li>Anticipates and meets the needs of customers and readily adjusts priorities to respond to pressing and changing client requirements.</li>
<li>Manage a high-volume agency assignment with increased authority limits at expected quality control results.</li>
<li>Display the competency to analyze the 'agents' book of business, through risk characteristics profile/evaluation, to determine correction action(s) or opportunities to generate profitable growth.</li>
<li>Complete understanding management information data (i.e. Power BI)</li>
<li>Strong understanding of the Commercial Lines marketplace/products</li>
<li>Able to prepare material for agency reviews and work with the account underwriter on agency production and loss ratio improvement plans.</li>
</ul>
<p><b>What you need</b></p>
<ul>
<li>Bachelor's degree or equivalent experience preferred.</li>
<li>Minimum 5 years of experience in Commercial Lines Middle Market Underwriting preferred.</li>
<li>Strong knowledge and understanding of General Liability, Worker's Compensation, Property, and Commercial Auto lines of business.</li>
<li>Proven track record of successful underwriting and portfolio management in the middle market segment</li>
<li>Excellent analytical and decision-making skills</li>
<li>Strong communication, negotiation, and relationship-building abilities</li>
<li>Ability to work independently and as part of a team in a fast-paced and dynamic environment.</li>
</ul>
<p>Working with our agency partners is a critical aspect of this role, and we are seeking a candidate who is proactive, resourceful, and customer focused. If you are a results-driven underwriting professional looking for a challenging and rewarding opportunity in the commercial insurance industry, then we want to hear from you.</p>
<p>
**Candidates that don't meet the above experience/education, may be considered as a Commercial Lines Underwriter or Senior Commercial Lines Underwriter based on their overall experience/skills relevant to the role.</p>
<p><b>
Additional Information:</b></p>
<p><b>
Location: Ballantyne, NC</b></p>
<p><b>
Hybrid</b></p>
<p><b>
Salary Range:</b></p>
<p><b>
Executive Commercial Lines Underwriter</b></p>
<p>
$90,000 - $154,000</p>
<p><b>
Commercial Lines Underwriter</b></p>
<p>
$57,000 - $90,000</p>
<p><b>
Senior Commercial Lines Underwriter</b></p>
<p>
$73,500 - $111,000</p>
<p><b>
**</b>The final salary to be paid and position within the internal salary range is reflective of the employee&rsquo;s work experience, their geographic location, education, certification(s), scope and responsibilities in the role, and additional qualifications.**</p>
<ul>
<li><b>This position also comes with eligibility for Variable Compensation Bonus plan</b></li>
</ul>
<p><b>Benefits:
</b></p><p>We believe strongly that talented people are core to our success and are attracted to companies that provide competitive pay, comprehensive benefits packages, career advancement and challenging work opportunities. We offer a Comprehensive Benefits Plan for full time employees that include the following:</p>
<ul>
<li>Medical and Prescription Drug Benefit</li>
<li>Dental Benefit</li>
<li>Vision Benefit</li>
<li>Life Insurance and Disability Benefits</li>
<li>401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results)</li>
<li>Health Savings Account (HSA)</li>
<li>Flexible Spending Accounts</li>
<li>Tuition Assistance, Training, and Professional Designations</li>
<li>Company-Paid Family Leave</li>
<li>Adoption/Surrogacy Assistance Benefit</li>
<li>Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance</li>
<li>Student Loan Refinancing Services</li>
<li>Business Travel Accident Insurance</li>
<li>Matching Gifts program</li>
<li>Paid Volunteer Day</li>
<li>Employee Referral Award Program</li>
<li>Wellness programs</li>
<li>Personal Insurance Discount</li>
</ul>
<p><b>Additional Information:</b></p>
<p>
This position is a full time salaried, exempt (non overtime eligible) position.</p>
<p>
Utica National is an Equal Opportunity Employer.</p>
<p>
Apply now and find out what it&rsquo;s like to be a part of an amazing team, thrive in an exciting environment and work for a company you can be proud of. Once you complete your application, you can monitor your status in the hiring process by logging into your profile. A representative from our Talent Acquisition team will be in touch regarding any change in your candidacy.</p>
<p>
#LI-NC1</p></div>

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