commercial lines manager

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

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>

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>

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

USI Insurance Services

<div><div><div><div><p><b>General Description: </b>Manage 30 to 50 middle-market Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives.<br>
</p><p></p><br>
<p><b>Responsibilities:</b></p><ul><li>
Provide proactive, personalized support to assigned Commercial Lines clients.
</li><li>Provide insurance technical expertise to clients and other members of the Account Management team.
</li><li>Responsible for marketing and placement of client Commercial Lines insurance renewals.
<ul><li>With assistance from Account Representatives, prepare client applications for review.</li><li>
Determine most-appropriate carriers for market pricing.</li><li>
Analyze and compare carrier quotes and coverage offerings.
</li><li>Make insurance program recommendations to clients.</li></ul></li><li>
Manage client renewal expirations and avoid any lapse in coverage.</li><li>
Negotiate with carriers on behalf of clients.</li><li>
Process policies, endorsements and audits as needed.</li><li>
Champion client cross-selling initiatives and develop customer accounts.</li><li>
Represent client interests in internal USI account strategy meetings.</li><li>
Delegate administrative client tasks to assigned Account Representatives.
</li><li>Respond to underwriters&rsquo; questions in a timely and professional manner.</li><li>
Maintain a high degree of accuracy in agency management systems.</li>
Occasional in-person attendance at face-to-face client meetings.<br>
<li>
</li></ul><p></p><br>
<p><b>Knowledge, Skills and Abilities:</b></p><ul><li>
2-5 years experience in a Commercial Lines agency. College degree preferred.</li><li>
Strong understanding of Property &amp; Casualty insurance.
</li><li>Must hold or be willing to earn Property &amp; Casualty insurance license.</li><li>
Industry designation such as ARM, CIC, CPCU preferred</li><li>
Comfortable with internet-based programs and Microsoft Office products.</li><li>
Knowledge of Sagitta / ImageRight preferred, but not required.</li><li>
Able to work in a fast-paced, team environment with minimal instruction.</li><li>
Keep informed about industry information, technology and trends.</li></ul><div></div><div><div><br>
#LI-DS2</div><div>
#LI-HYBRID</div></div>
</div></div><div><div><p><b>Why USI?</b><br>
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.</p><p><b>
Unrivaled Resources and Support</b><br>
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the <b>USI ONE Advantage&reg;</b>, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE&reg; represents Omni, Network, Enterprise&mdash;the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.</p><p><b>
Industry-Leading Programs, Rewards, and Recognition</b><br>
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers <b>employee programs</b> that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.</p><p><b>
Deep Community Engagement</b><br>
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects &ndash; to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint &ndash; we&rsquo;re working <b>together as ONE</b> to build a better future.</p><p><b>
Committed to a Diverse and Inclusive Workplace</b><br>
Our award-winning <b>I&rsquo;m With U</b> diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.</p><p><b><br>
Nationally Recognized as a Top Insurance Employer</b></p><ul><li>
Recognized as one of Insurance Business America&rsquo;s Top Insurance Employers eight consecutive years (2018-2025).</li><li>
Named to Business Insurance&rsquo;s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).</li><li>
Named to Fortune&rsquo;s Best Workplaces in Financial Services &amp; Insurance list for the last two years (2024-2025).</li><li>
Certified as a Great Place To Work two years in a row (2024-2025).</li></ul><p>
Visit our <b>Awards and Accolades page</b> for a complete list of our latest industry awards and recognitions!</p>
</div></div><div><div><div><p><i>USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time</i><i>.</i></p></div></div></div></div></div>

Account Manager - Commercial Lines

Starr Companies

<div><p><b>Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress.</b></p><p></p><p>
We're growing! To continue this momentum, STARR is looking for individuals with &quot;passion&quot; and &quot;drive&quot;. Come join our amazing team!</p><p></p><p>
Preferred Location: San Francisco or Los Angeles</p><p>
Alternative Location: New York</p><p></p><p><b>
Essential Job Functions:</b></p><p>
The Sr. Claims Manager will be responsible for the active management of EPL (Employment Practices Liability) claims, as well as private D&amp;O claims (from an employment perspective) and fiduciary claims. Prior experience handling EPL and/or professional liability claims is preferred. Experience handling EPL claims involving universities and colleges a plus. The successful candidate will be required to evaluate coverage, draft coverage correspondence, assess appropriate reserves, undertake claims investigations, manage defense counsel and legal spend, assess liability and financial exposure, and effectively negotiate cost effective, good faith claims resolution.</p><p></p><p><b>
Requirements:</b></p><ul><li>
Bachelors degree required. Juris Doctorate required.</li><li>
10+ years of experience in the insurance/legal profession dealing specifically with Financial and/or Professional Lines claims</li><li>
In-depth understanding of policy language/coverage</li><li>
Experience managing, evaluating, mediating and negotiating EPL claims. In-depth knowledge of the U.S. legal system, civil litigation and ADR proceedings</li><li>
Comprehensive understanding and knowledge of federal and state laws applicable to various claims presented under Financial and Professional Lines policies</li><li>
Carrier experience required</li><li>
Strong interpersonal and communication skills, both verbal and written</li></ul><p>
#LI-LS1</p><p></p><p>
Starr is an equal opportunity employer, which means we'll consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and we're committed to creating an inclusive environment for all employees. We offer first class training and development opportunities to all employees. Our aim is to grow our own talent and bring out the best in people.</p></div><p></p>

Sr. Manager, EPL Claims - Financial Lines

Tabby

<div><h3 class="jobSectionHeader"><b>Description</b></h3><div><br>
The Revenue Operations Manager is a senior individual contributor and operational leader responsible for the design, execution, and continuous improvement of revenue-generating systems across the full customer lifecycle from lead to close to retention and expansion. This role sits at the intersection of Sales, Account Management, Marketing, Finance, and Product, serving as the connective tissue that enables scalable, data-driven revenue growth.<br>
</div><div>
<br>
You will own the revenue operations strategy and infrastructure, not just support it. This means leading cross-functional initiatives, shaping tooling decisions, and influencing how the business measures and optimizes commercial performance.</div><h3 class="jobSectionHeader"><b><br>
Key Responsibilities</b></h3><br>
<ul>
<li>
Own end-to-end revenue performance reporting across the full funnel: pipeline generation, conversion, merchant onboarding, retention, and expansion revenue.</li>
<li>Design and maintain executive-level dashboards and reporting frameworks that surface actionable insights for senior leadership and the Board.</li>
<li>Lead quarterly and annual revenue planning cycles, including capacity modeling, pipeline coverage analysis, and forecast accuracy reviews.</li>
<li>Proactively identify revenue risks, trends, and growth opportunities through structured analysis, and make strategic recommendations to leadership.</li>
Define and govern the company's revenue metrics taxonomy, ensuring consistent definitions and reporting standards across BD, AM, Finance, and Product.<br>
<li>
</li></ul><ul><li>Own the operational design and continuous improvement of go-to-market processes across Business Development and Account Management functions.</li>
<li>Lead the development and rollout of scalable playbooks, SOPs, and operational frameworks that improve team efficiency and performance consistency.</li>
<li>Partner with BD and AM leadership to identify structural bottlenecks, design solutions, and drive implementation across teams.</li>
<li>Oversee lead allocation strategy, routing logic, and pipeline governance, ensuring optimal coverage, speed-to-contact, and conversion across all channels (inbound, channel partnerships, referrals, and internal transfers).</li>
Lead territory design, segmentation strategy, and capacity planning in partnership with BD leadership.<br>
<li>
</li>
</ul><ul><li><br>
Define and govern operational standards across the Account Management function, including performance tracking frameworks, health scoring, and renewal/expansion pipeline visibility.</li>
<li>Lead operational initiatives that improve AM efficiency, client retention outcomes, and expansion revenue performance.</li>
<li>Own bandwidth management and internal transfer processes to ensure optimal resource allocation across AM teams.</li>
Partner with AM leadership to build structured QBR and performance review cadences.<br>
<li>
</li></ul><ul><li>Own the strategy, governance, and ongoing optimization of the CRM and broader revenue tech stack.</li>
<li>Lead CRM architecture decisions including workflow automation, pipeline configuration, data modeling, and integration with adjacent tools (marketing automation, BI, finance systems).</li>
<li>Define and enforce data quality standards, field governance, and pipeline hygiene requirements across all revenue teams.</li>
<li>Evaluate, onboard, and embed new revenue tooling, managing vendor relationships and change management internally.</li>
Drive adoption across BD and AM through structured enablement programs and accountability frameworks.<br>
<li>
</li></ul><ul><li>Serve as the primary RevOps stakeholder in cross-functional initiatives involving Product, Finance, Risk, Marketing, and Partnerships.</li>
<li>Lead the operational design for new channel partnerships, product launches, and market expansions, translating strategic intent into executable operational plans.</li>
<li>Represent Revenue Operations in leadership forums, contributing to company-wide planning and prioritization decisions.</li>
Manage operational dependencies across merchant onboarding, product integrations, and partner go-lives, ensuring timely and high-quality execution.<br>
<li>
</li></ul><ul><li>Mentor and develop junior members of the Revenue Operations function, building team capability and operational maturity over time.</li>
<li>Champion a culture of structured problem-solving, data-driven decision making, and continuous improvement across commercial teams.</li>
<li>Contribute to the long-term build-out of the RevOps function, including headcount planning, process maturity roadmaps, and tooling strategy.</li></ul><br>
<div></div>
<h3 class="jobSectionHeader"><b>
Skills, Knowledge &amp; Expertise</b></h3><br>
<ul>
<li>
4 to 8 years of progressive experience in Revenue Operations, Sales Operations, or Commercial Strategy roles, with at least 2 years in a senior or lead capacity</li>
<li>Demonstrated ownership of CRM platforms at an administrative or architectural level (Salesforce, Pipedrive, HubSpot, or equivalent)</li>
<li>Strong command of revenue analytics including pipeline modeling, forecasting, funnel analysis, and cohort reporting</li>
<li>Experience partnering directly with VP/C-suite stakeholders and translating business strategy into operational execution</li>
<li>Advanced proficiency in data tools: Google Sheets/Excel at a minimum; SQL and BI tools (Looker, Tableau, Metabase, or similar) strongly preferred</li>
<li>Proven ability to lead cross-functional projects with multiple senior stakeholders</li>
Exceptional analytical thinking, structured communication, and executive-level presentation skills<br>
<li>
</li></ul><ul><li>Experience in fintech, payments, BNPL, lending, or marketplace business models</li>
<li>Hands-on experience with CRM automation, workflow logic, and API integrations</li>
<li>Background in revenue forecasting, quota setting, or incentive compensation design</li>
<li>Experience building or scaling a RevOps function from an early stage</li>
Exposure to GTM strategy, market expansion, or channel partnership operations<br>
<li>
</li></ul><ul><li>Quality, accuracy, and timeliness of revenue reporting and forecasting</li>
<li>Pipeline health and coverage ratios across BD and AM</li>
<li>CRM data integrity scores and adoption rates across commercial teams</li>
<li>Speed and efficiency of lead-to-close and onboarding processes</li>
<li>Measurable impact of operational improvements on revenue team productivity</li>
<li>Cross-functional initiative delivery against scope, quality, and timeline</li>
<li>Growth and capability development of junior RevOps team members</li></ul><br>
<div></div>
<h3 class="jobSectionHeader"><b>
About Tabby</b></h3><div>
Tabby creates financial freedom in the way people shop, earn and save, by reshaping their relationship with money.<br>
<br>
The company&rsquo;s flagship offering allows shoppers to split their payments online and in-store with no interest or fees. Over 32,000 global brands and small businesses, including Amazon, Noon, IKEA and Shein use Tabby to accelerate growth and gain loyal customers by offering easy and flexible payments online and in stores.<br>
<br>
Tabby has generated over $7 billion in transaction volume for its partner brands and has the highest rated, most reviewed, largest and fastest growing app of any fintech in the GCC region.<br>
<br>
Tabby launched operations in 2020 and has raised +$1 billion in equity and debt funding from global and regional investors.</div></div>

Commercial Operations Manager I

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